LUTHERAN HIGH SOUTH - ORANGE COUNTY CREAN LUTHERAN SOUTH HIGH SCHOOL: Form 990, tax year 2011
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- Organization
- LUTHERAN HIGH SOUTH - ORANGE COUNTY CREAN LUTHERAN SOUTH HIGH SCHOOL (EIN 55-0909201)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201311339349304861
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T17:37:24-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953322166 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUSHNER SMITH JOANOU & GREGSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8105 IRVINE CENTER DRIVE STE 1000 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92618 | 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 | 550909201 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN HIGH SOUTH - ORANGE COUNTY INC | BusinessNameLine1 |
| Business Name Line2 | CREAN LUTHERAN HIGH SCHOOL | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUTH | NameControl |
| Phone | 9499160897 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12500 SAND CANYON | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92618 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONNA L BUSSEY | Name |
| Title | TREASURER | Title |
| Phone | 9499160897 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGOT ANDREWS | Name |
| PTIN | P00177103 | PTIN |
| Phone | 9492612808 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICK NEEDHAM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12500 SAND CANYON | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8048097 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CLSHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2005 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROCLAIMING JESUS CHRIST THROUGH EXCELLENCE IN EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 93 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 548698 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 756344 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5616419 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7145687 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -4114 | InvestmentIncomePriorYear |
| Investment Income Current Year | -11723 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 331 | OtherRevenuePriorYear |
| Other Revenue Current Year | 53568 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6161334 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7943876 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 404235 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 563793 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3240186 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3729924 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 206369 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2696113 | OtherExpensePriorYear |
| Other Expenses Current Year | 3725280 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6340534 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8018997 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -179200 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -75121 | RevenuesLessExpensesCY |
| Total Assets BOY | 47506875 | TotalAssetsBOY |
| Total Assets EOY | 47784111 | TotalAssetsEOY |
| Total Liabilities BOY | 35356936 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 35712025 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12149939 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12072086 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROCLAIMING JESUS CHRIST THROUGH EXCELLENCE IN EDUCATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7035100 | Expense |
| Grants | 563793 | Grants |
| Revenue | 7145687 | Revenue |
| Description | CREAN LUTHERAN SOUTH HIGH SCHOOL IS COMMITTED TO PROVIDING CHRISTIAN TEACHERS AND EDUCATIONAL LEADERS WHO ARE EMPOWERED BY THE HOLY SPIRIT AND DEDICATED TO ESTABLISHING AN EXCEPTIONAL EDUCATIONAL FRAMEWORK THAT IS INNOVATIVE, FUTURE-ORIENTED AND RESPONSIVE TO THE CHANGING DEMANDS AND NEEDS OF HIGH SCHOOL STUDENTS IN AN INCREASINGLY COMPLEX AND TECHNOLOGICALLY ADVANCING WORLD. THE HIGH SCHOOL PROVIDES STUDENTS WITH A CHRIST-CENTERED EDUCATION IN AN ENVIRONMENT WHICH NURTURES FAITH AND THE DEVELOPMENT OF GOD-GIVEN SKILLS AND ABILITIES. ENROLLMENT WAS 530 STUDENTS FOR THE 11-12 SCHOOL YEAR. THE PROJECTED ULTIMATE ENROLLMENT IS 1,200 STUDENTS. | Description |
| Total Program Service Expense | 7035100 | 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 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 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 93 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | 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 | 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 |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA BUSSEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9499162284 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12500 SAND CANYON | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92618 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| PASTOR WILLIAM C BARTLETT | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | X | 64600 | 0 | 94830 | |
| RICK NEEDHAM | |||||||
| PRESIDENT | 8.00 | X | X | 37000 | 0 | 0 | |
| RACHEL KLITZING | |||||||
| VICE PRESIDENT | 0.00 | X | X | 0 | 0 | 0 | |
| DONNA BUSSEY | |||||||
| TREASURER | 30.00 | X | X | 0 | 0 | 64900 | |
| CAROLYN SIMS | |||||||
| SECRETARY | 0.00 | X | X | 0 | 0 | 0 | |
| KEN ELLWEIN | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| PASTOR LOREN KRAMER | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| FRANK BENICHE | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| PERRY BRESEMANN | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| NOEL FAIRCHILD | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| CINDY JORDAN | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| BART MCHENRY | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| CAROL COLLINS | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| JEANNE PECK | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| JOHN RANDALL | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| MARLIN SCHULZ | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| RON VAN BLARCOM | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| JOHN RICHARDS | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| KURT KRUEGER | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| PASTOR NORB OESCH | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| PASTOR MIKE ANDERSON | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| ED STELLING | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| GLENN SHELTON | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| KATHY HUTCHINS | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| JEFFREY BEAVERS | |||||||
| PRINCIPAL | 40.00 | 3182 | 0 | 135190 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 104782 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 294920 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 90957 | FundraisingEvents |
| All Other Contributions | 665387 | AllOtherContributions |
| Noncash Contributions | 32715 | NoncashContributions |
| Total Contributions | 756344 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION & FEES | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 7145687 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7145687 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7145687 | TotalProgramServiceRevenue |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 52624 | 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 | 52624 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52624 | TotalRevenueColumn |
| Exclusion | $52,624 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4620 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 16343 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -11723 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -11723 | TotalRevenueColumn |
| Exclusion | -$11,723 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 87362 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 90957 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 87362 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 1460 | GrossIncomeGaming |
| Gaming Direct Expenses | 516 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 944 | TotalRevenueColumn |
| Exclusion | $944 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7943876 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7145687 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $41,845 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 563793 | Total |
| Program Services | 563793 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221915 | Total |
| Program Services | 141314 | ProgramServices |
| Management And General | 77461 | ManagementAndGeneral |
| Fundraising | 3140 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2938330 | Total |
| Program Services | 2659880 | ProgramServices |
| Management And General | 237743 | ManagementAndGeneral |
| Fundraising | 40707 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185061 | Total |
| Program Services | 167475 | ProgramServices |
| Management And General | 14965 | ManagementAndGeneral |
| Fundraising | 2621 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207149 | Total |
| Program Services | 187464 | ProgramServices |
| Management And General | 16751 | ManagementAndGeneral |
| Fundraising | 2934 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177469 | Total |
| Program Services | 160604 | ProgramServices |
| Management And General | 14351 | ManagementAndGeneral |
| Fundraising | 2514 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31060 | Total |
| Management And General | 31060 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27940 | Total |
| Fundraising | 27940 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76692 | Total |
| Program Services | 46365 | ProgramServices |
| Management And General | 20978 | ManagementAndGeneral |
| Fundraising | 9349 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23608 | Total |
| Program Services | 23608 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2244531 | Total |
| Program Services | 2000092 | ProgramServices |
| Management And General | 228143 | ManagementAndGeneral |
| Fundraising | 16296 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 854898 | Total |
| Program Services | 761796 | ProgramServices |
| Management And General | 86895 | ManagementAndGeneral |
| Fundraising | 6207 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87361 | Total |
| Program Services | 77423 | ProgramServices |
| Management And General | 9461 | ManagementAndGeneral |
| Fundraising | 477 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| INSTRUCTIONAL MATERIALS | 154353 | 154353 | ||
| DEVELOPMENT COSTS | 68019 | 68019 | ||
| ATHLETIC EXPENSES | 57457 | 57457 | ||
| BAD DEBT EXPENSE | 30833 | 30833 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68528 | Total |
| Program Services | 33476 | ProgramServices |
| Management And General | 8887 | ManagementAndGeneral |
| Fundraising | 26165 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8018997 | Total |
| Program Services | 7035100 | ProgramServices |
| Management And General | 777528 | ManagementAndGeneral |
| Fundraising | 206369 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1681210 | BOY |
| EOY | 1156328 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2406245 | BOY |
| EOY | 2407388 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95314 | BOY |
| EOY | 61980 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69606 | BOY |
| EOY | 83580 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1770 | BOY |
| EOY | 6820 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44985067 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1499811 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41658511 | BOY |
| EOY | 43485256 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47773 | BOY |
| EOY | 52493 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1546446 | BOY |
| EOY | 530266 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47506875 | BOY |
| EOY | 47784111 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 911120 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30123388 | BOY |
| EOY | 30996732 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2409759 | BOY |
| EOY | 2409638 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1912669 | BOY |
| EOY | 2305655 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35356936 | BOY |
| EOY | 35712025 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12054625 | BOY |
| EOY | 12010106 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95314 | BOY |
| EOY | 61980 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12149939 | BOY |
| EOY | 12072086 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47506875 | BOY |
| EOY | 47784111 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -75121 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2732 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement 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 | 25018977 | OtherCostOrOtherBasis |
| Book Value | 25018977 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11334181 | OtherCostOrOtherBasis |
| Depreciation | 472258 | Depreciation |
| Book Value | 10861923 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33205 | OtherCostOrOtherBasis |
| Depreciation | 4302 | Depreciation |
| Book Value | 28903 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1372866 | OtherCostOrOtherBasis |
| Depreciation | 513021 | Depreciation |
| Book Value | 859845 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7225838 | OtherCostOrOtherBasis |
| Depreciation | 510230 | Depreciation |
| Book Value | 6715608 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 43485256 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED TUITION & UNEARNED REVENUE | $2,197,573 |
| OTHER ACCRUED LIABILITIES | $78,974 |
| SUMMER PROGRAMS | $29,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2305655 | TotalOfAmounts |
| Total Revenue | 7943876 | TotalRevenue |
| Total Expenses | 8018997 | TotalExpenses |
| Excess Or Deficit For Year | -75121 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2732 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -2732 | TotalAdjustments |
| Excess Or Deficit Per FS | -77853 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7915881 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2732 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -2732 | RevenueNotRptdF990 |
| Revenue Subtotal | 7918613 | RevenueSubtotal |
| Other Revenues Not Included | 25263 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 25263 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7943876 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7993734 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7993734 | ExpensesSubtotal |
| Other Expenses Not Included | 25263 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 25263 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8018997 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL HAS ADOPTED THE ACCOUNTING STANDARDS RELATING TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE SCHOOL, THESE STANDARDS COULD BE APPLICABLE TO THE INCURRENCE OF ANY UNRELATED BUSINESS INCOME ATTRIBUTABLE TO THE SCHOOL. BECAUSE OF THE SCHOOL'S GENERAL TAX EXEMPT STATUS, THESE STANDARDS ARE NOT ANTICIPATED TO HAVE A MATERIAL IMPACT ON THE SCHOOL'S FINANCIAL STATEMENTS AT JUNE 30, 2012 AND 2011. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NON-CASH CONTRIBUTIONS FOR SPECIAL EVENTS 25,263. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES 25,263. |
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 ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 36759 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1914 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 34845 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 4093 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 6871 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 1351 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 10569 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 11960 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GALA EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 141560 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 89043 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 52517 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 22937 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 11899 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 3087 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 2700 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 11895 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 178319 | GrossReceiptsTotal |
| Charitable Contributions Total | 90957 | CharitableContributionsTotal |
| Gross Revenue Total Events | 87362 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 27030 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 18770 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 4438 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 13269 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 23855 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 87362 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 110 | NumberOfRecipients |
| Amount Of Cash Grant | 563793 | AmountOfCashGrant |
| Method Of Valuation | BOOK - COST OF TUITION | MethodOfValuation |
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: FINANCIAL AID IS BASED ON NEED ONLY. FAMILIES SEEKING FINANCIAL AID MUST FILE AN APPLICATION THROUGH THE INDEPENDENT SCHOOL MANAGEMENT FINANCIAL AID FOR SCHOOL TUITION (FAST) PROGRAM. THIS IS A CONFIDENTIAL SERVICE THAT ANALYZES EACH FAMILY'S NEED BASED ON FINANCIAL AID BEST PRACTICES, AND ADJUSTED ACCORDING TO ZIP CODE COST OF LIVING. THE FINANCIAL AID COMMITTEE PROVIDES OVERSIGHT FOR THE FINANCIAL AID PROCESS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 | PASTOR WILLIAM C BARTLETT | NamePerson |
| Base Compensation Filing Org | 64600 | 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 | 10790 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 84040 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 159430 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 5 | ReturnReference |
| Explanation | WILLIAM BARTLETT RECEIVED A HOUSING ALLOWANCE. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4700 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE AT AUCTION | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7452 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | DONATED PRIZES | 100 | 18237 | SALE AT AUCTION |
| X | DONATED PRIZES | 6 | 516 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER OF CONTRIBUTORS WAS USED FOR COLUMN (B). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE TREASURER AND MADE AVAILABLE TO THE BOARD BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ISSUES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE LETTER TO THE BOARD MEMBERS TO COLLECT A LISTING OF ANY CONFLICTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS BASED UPON PACIFICA SOUTHWEST DISTRICT OF MISSOURI SYNOD PUBLISHED SALARIES. IN ADDITION, THE ORGANIZATION HAS A COMPENSATION COMMITTEE THAT DETERMINES SALARIES, AND THE SALARIES MUST BE APPROVED BY THE BOARD, AND THERE ARE WRITTEN EMPLOYMENT CONTRACTS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE AT THE OFFICE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -2,732. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE OVERSIGHT AND SELECTION PROCESS DID NOT CHANGE. | AUDIT COMMITTEE |
| FORM 990, PART X, LINE 24: | THE CREAN FOUNDATION PROVIDED A SHORT TERM ADVANCE TO THE ORGANIZATION FOR $2.4 MILLION IN ORDER TO OBTAIN PERMANENT FINANCING. THE CREAN FOUNDATION IS AN UNRELATED THIRD PARTY; THEREFORE, NO SCHEDULE L DISCLOSURE IS REQUIRED. | LOAN PAYABLE TO UNRELATED THIRD PARTIES |
| FORM 990 PART VII, COMPENSATION OFFICERS AND HIGHEST COMPENSATED EMPLOYEES | PART VII, LINE 1A, COLUMN F, INCLUDES PASTORAL HOUSING ALLOWANCES FOR THE EXECUTIVE DIRECTOR AND THE PRINCIPAL. | ESTIMATED AMOUNT OF OTHER COMPENSATION |
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