GOW SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GOW SCHOOL (EIN 16-1034793)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-01
- IRS object ID
- 201320329349300627
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-01T09:53:52-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161468002 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1 |
| City | AMHERST | City |
| State | NY | State |
| ZIP Code | 14228 | 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 | 161034793 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOW SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOWS | NameControl |
| Phone | 7166872078 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2491 EMERY ROAD | AddressLine1 |
| City | SOUTH WALES | City |
| State | NY | State |
| ZIP Code | 14139 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROSEMARY SHIELDS | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 7166872078 | Phone |
| Date Signed | 2013-02-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROSEMARIE STEEB | Name |
| PTIN | P01231016 | PTIN |
| Phone | 7166302400 | 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 | MARY ANN COULSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2491 EMERY ROAD | AddressLine1 |
| City | SOUTH WALES | City |
| State | NY | State |
| ZIP Code | 14139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8850266 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GOW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO MAINTAIN AND OPERATE AN INDEPENDENT, NOT-FOR-PROFIT SCHOOL FOR THE EDUCATION OF YOUNG MEN, GRADES 7-12, USING A COLLEGE PREPARATORY CURRICULUM WITH EMPHASIS ON THE REMEDIATION OF DYSLEXIA AND RELATED LANGUAGE BASED LEARNING DIFFICULTIES THROUGH RECONSTRUCTIVE LANGUAGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 117 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 690532 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 960964 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7002284 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7230588 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 414549 | InvestmentIncomePriorYear |
| Investment Income Current Year | 345266 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 640630 | OtherRevenuePriorYear |
| Other Revenue Current Year | 62830 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8747995 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8599648 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4118922 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4233350 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 253366 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3456607 | OtherExpensePriorYear |
| Other Expenses Current Year | 3272292 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7575529 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7505642 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1172466 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1094006 | RevenuesLessExpensesCY |
| Total Assets BOY | 27114141 | TotalAssetsBOY |
| Total Assets EOY | 28305984 | TotalAssetsEOY |
| Total Liabilities BOY | 1560103 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1981865 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25554038 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 26324119 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OFFER A SPECIALLY DESIGNED CURRICULUM FOR STUDENTS WHO HAVE EXPERIENCED ACADEMIC DIFFICULTIES OR HAVE LANGUAGE BASED LEARNING DISABILITIES | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6052458 | Expense |
| Revenue | 7230588 | Revenue |
| Description | GOW OFFERS AN ACCREDITED COLLEGE PREPARATORY CURRICULUM FOR THE EDUCATION OF YOUNG MEN USING A MULTISENSORY FORMAT IN A TECHNOLOGY RICH ENVIRONMENT. THE SCHOOL'S PRIMARY PROGRAM IS CLASSROOM EDUCATION OF GRADES 7 - 12 WITH CLASSES IN MATH, SCIENCE, SOCIAL STUDIES, COMPUTER SCIENCE, FINE AND PERFORMING ARTS, HEALTH, JOURNALISM, ROBOTICS, BUSINESS AND ECONOMICS. THE 4:1 STUDENT TO FACULTY RATIO ALLOWS FOCUS ON THE REMEDIATION OF LEARNING DIFFERENCES THROUGH A PHONICS BASED PROGRAM KNOWN AS RECONSTRUCTIVE LANGUAGE. CHARACTER EDUCATION IS ALSO EMPHASIZED. IN THE CLASSROOM, IN THE DORMITORY AND ON THE ATHLETIC FIELDS, STUDENTS ARE ENCOURAGED TO ADHERE TO THE FOUR PILLARS OF KINDNESS, RESPECT, HONESTY AND HARD WORK. THE ACADEMIC YEAR IS DIVIDED INTO FOUR MARKING PERIODS. CLASSES MEET SIX DAYS PER WEEK. THE STUDENT BODY CONSISTS OF 143 BOARDING BOYS, 7 DAY STUDENTS (BOYS AND GIRLS) IN GRADES 7-12 FROM 22 STATES AND 25 COUNTRIES. THE GOW SCHOOL ALSO OFFERS A TRADITIONAL SUMMER SCHOOL PROGRAM EXPERIENCE FOR BOYS AND GIRLS AGES 8-16. THE 5-WEEK SESSION OFFERS A SPECIALLY DESIGNED CURRICULUM FOR STUDENTS WHO HAVE EXPERIENCED ACADEMIC DIFFICULTIES OR HAVE LANGUAGE BASED LEARNING DISABILITIES WHICH MAY INCLUDE DYSLEXIA, CENTRAL AUDITORY PROCESSING DISORDER, DYSGRAPHIA, DYSCALCULIA, ADHD AND ADD. SUMMER PROGRAM PARTICIPANTS CAN BE DAY STUDENTS OR LIVE ON CAMPUS AND ENJOY A FULL SCHEDULE THAT PROVIDES RECREATIONAL ACTIVITIES ON WEEKENDS AND AFTERNOONS. | Description |
| Total Program Service Expense | 6052458 | 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 | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 117 | 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 |
| 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEMARY SHIELDS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7166872078 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2491 EMERY ROAD | AddressLine1 |
| City | SOUTH WALES | City |
| State | NY | State |
| ZIP Code | 14139 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| ANDREW W EVANS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DAVID W GOW JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT WARNER JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DEAN HJEWETT | |||||||
| EMERITUS | 0.00 | X | 0 | 0 | 0 | ||
| NEWTON D BAKER | |||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| K CARSON JONES | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| AL R CHIRCOP | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | |
| EDWIN T BEAN JR | |||||||
| EMERITUS | 0.00 | X | 0 | 0 | 0 | ||
| MARY ANN COULSON | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| CATHERINE PAQUET-RIVARD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOSEPH C GIALLANZA | |||||||
| EMERITUS | 0.00 | X | 0 | 0 | 0 | ||
| GRAEME C HEPBURN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN PULVERMANN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT VAIL | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| ELIZABETH EVANS | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| J GIBSON MCILVAIN III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN R BULLOCK III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE M REID | |||||||
| EMERITUS | 0.00 | X | 0 | 0 | 0 | ||
| MARK BONNER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM J COTTER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KATHERINE M MOHNEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LOWELL G POWERS JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL ROMANO | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT HOPKINS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ERIC BRONNER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CREIGHTON MURCH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN B LUBY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GREG TAYLER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES S HARPER | |||||||
| HONORARY BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| VALERIE PACKHAM | |||||||
| HONORARY BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| M BRADLEY ROGERS JR | |||||||
| HEADMASTER | 40.00 | 159293 | 0 | 2954 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 159293 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2954 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | 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 | CCA FINANCIAL LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7275 GLEN FOREST DR SUITE 100 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | LAPTOP LEASES | DescriptionOfServices |
| Compensation | 105484 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 960964 | AllOtherContributions |
| Noncash Contributions | 50716 | NoncashContributions |
| Total Contributions | 960964 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 711210 | 6665114 | 6665114 |
| SUMMER PROGRAM | 711210 | 430730 | 430730 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 134744 | TotalRevenueColumn |
| Related Or Exempt Function Income | 134744 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7230588 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 338186 | TotalRevenueColumn |
| Exclusion | $338,186 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 167449 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 160369 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7080 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7080 | TotalRevenueColumn |
| Exclusion | $7,080 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 73516 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 11800 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 61716 | TotalRevenueColumn |
| Exclusion | $61,716 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 100442 | GrossSalesOfInventory |
| Cost Of Goods Sold | 78449 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21993 | TotalRevenueColumn |
| Exclusion | $21,993 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| OTHER REVENUE | 900099 | 55782 | $55,782 |
| CHANGES IN SPLIT VALUE | 525920 | -76661 | -$76,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -20879 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8599648 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7230588 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $408,096 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 421756 | Total |
| Program Services | 84529 | ProgramServices |
| Management And General | 337227 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2734156 | Total |
| Program Services | 2095181 | ProgramServices |
| Management And General | 514978 | ManagementAndGeneral |
| Fundraising | 123997 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284589 | Total |
| Program Services | 228440 | ProgramServices |
| Management And General | 56149 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 559325 | Total |
| Program Services | 448972 | ProgramServices |
| Management And General | 110353 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233524 | Total |
| Program Services | 187220 | ProgramServices |
| Management And General | 36992 | ManagementAndGeneral |
| Fundraising | 9312 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12950 | Total |
| Management And General | 12950 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18065 | Total |
| Management And General | 18065 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6048 | Total |
| Management And General | 6048 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72326 | Total |
| Program Services | 19393 | ProgramServices |
| Management And General | 52933 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146574 | Total |
| Program Services | 146574 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107152 | Total |
| Program Services | 81986 | ProgramServices |
| Management And General | 25166 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74929 | Total |
| Program Services | 65339 | ProgramServices |
| Management And General | 9590 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 666531 | Total |
| Program Services | 666531 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98752 | Total |
| Program Services | 98752 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| EDUCATIONAL & INSTRUCTI | 552357 | 552357 |
| FOOD SERVICE | 511400 | 511400 |
| UTILITIES | 282078 | 282078 |
| BUILDING & GROUNDS MAIN | 254799 | 254799 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468331 | Total |
| Program Services | 328907 | ProgramServices |
| Management And General | 19367 | ManagementAndGeneral |
| Fundraising | 120057 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7505642 | Total |
| Program Services | 6052458 | ProgramServices |
| Management And General | 1199818 | ManagementAndGeneral |
| Fundraising | 253366 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2325047 | BOY |
| EOY | 3702093 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1864617 | BOY |
| EOY | 1763701 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20673 | BOY |
| EOY | 6480 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44107 | BOY |
| EOY | 42796 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120540 | BOY |
| EOY | 199316 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 24086270 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9613429 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14811513 | BOY |
| EOY | 14472841 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7845644 | BOY |
| EOY | 8015757 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82000 | BOY |
| EOY | 103000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27114141 | BOY |
| EOY | 28305984 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 503816 | BOY |
| EOY | 571216 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1056287 | BOY |
| EOY | 1410649 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1560103 | BOY |
| EOY | 1981865 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17503667 | BOY |
| EOY | 18148298 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5693405 | BOY |
| EOY | 5604057 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2356966 | BOY |
| EOY | 2571764 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25554038 | BOY |
| EOY | 26324119 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27114141 | BOY |
| EOY | 28305984 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1094006 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -323925 | 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 51200 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2230756 | BeginningOfYearBalance |
| End Of Year Balance | 2528190 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 199505 | BeginningOfYearBalance |
| End Of Year Balance | 2230756 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 199505 | BeginningOfYearBalance |
| End Of Year Balance | 199505 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 199505 | BeginningOfYearBalance |
| End Of Year Balance | 199505 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1081285 | OtherCostOrOtherBasis |
| Book Value | 1081285 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21122573 | OtherCostOrOtherBasis |
| Depreciation | 8631836 | Depreciation |
| Book Value | 12490737 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1881412 | OtherCostOrOtherBasis |
| Depreciation | 981593 | Depreciation |
| Book Value | 899819 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1000 | OtherCostOrOtherBasis |
| Book Value | 1000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14472841 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| M&T TRUST ACCOUNT | 328131 | F |
| TIFF LONG TERM FUND | 7687626 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8015757 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCE TUITION | $815,938 |
| ADVANCE SUMMER PROGRAM FEES | $594,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1410649 | TotalOfAmounts |
| Total Revenue | 8599648 | TotalRevenue |
| Total Expenses | 7505642 | TotalExpenses |
| Excess Or Deficit For Year | 1094006 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -323925 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -323925 | TotalAdjustments |
| Excess Or Deficit Per FS | 770081 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8365972 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -323925 | NetUnrealizedGainsInvestments |
| Other Revenues | 90249 | OtherRevenues |
| Revenue Not Rptd F990 | -233676 | RevenueNotRptdF990 |
| Revenue Subtotal | 8599648 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8599648 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7595891 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 90249 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 90249 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7505642 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7505642 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE SCHOOL HOLDS ARTIFACTS WHICH ARE RESTRICTED FOR USE IN THE SCHOOL LIBRARY AND MUST BE HELD BY THE SCHOOL FOREVER. THE SCHOOL ALSO HOLDS A SCULPTURE DONATED BY AN ALUMNI WHICH IS KEPT IN THE DINING HALL. | |
| PART V, LINE 4: | THE ENDOWMENT FUND BALANCE IS PERMANENTLY INVESTED, WITH THE INCOME RESTRICTED FOR SCHOLARSHIPS, TUITION ASSISTANCE AND OTHER SCHOOL PROJECTS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART XII AND XIII - LINE 2D COST OF GOODS SOLD ASSOCIATED WITH BOOK STORE RECLASSED TO OFFSET REVENUE $78,449 FUNDRAISING EXPENSES ASSOCIATED WITH AUCTION RECLASSED TO OFFSET REVENUE $11,800 _________ TOTAL $90,249 |
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 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION & SENIOR DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 73516 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 73516 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 11800 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 73516 | GrossReceiptsTotal |
| Gross Revenue Total Events | 73516 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 11800 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 11800 | DirectExpenseSummaryEvents |
| Net Income Summary | 61716 | NetIncomeSummary |
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 |
| 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 | M BRADLEY ROGERS JR | NamePerson |
| Base Compensation Filing Org | 159293 | 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 | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 2954 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 162247 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 50716 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON DATE OF DONATION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FEDERAL FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE OF THE SCHOOL'S BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. SUCH REVIEW AND APPROVAL IS SUBMITTED TO THE SCHOOL'S BOARD MINUTES AND DOCUMENTED BY BOARD RESOLUTION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY EACH BOARD MEMBER OF THE SCHOOL IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST AND DISCLOSURE FORM, PROVIDING SUFFICIENT INFORMATION ABOUT HIS/HER PERSONAL INTERESTS AND RELATIONSHIPS SO THE ORGANIZATION CAN 1)DETERMINE WHETHER ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST MAY EXIST, AND 2)MONITOR SERVICE ASSIGNMENTS TO AVOID PLACING THE BOARD MEMBER IN A POSITION WHERE THERE MAY BE AN APPEARANCE, POTENTIAL OR ACTUAL, OF A CONFLICT OF INTEREST OR A QUESTION OF OBJECTIVITY. THE COMPLETED CONFLICT OF INTEREST AND DISCLOSURE FORMS ARE RETURNED TO THE SCHOOL. | |
| FORM 990, PART VI, SECTION B, LINE 15A | ON AN ANNUAL BASIS, FINANCE COMMITTEE IS PROVIDED WITH DOCUMENTATION REGARDING THE COMPENSATION OF THE HEADMASTER FOR REVIEW AND APPROVAL. SUCH INFORMATION INCLUDES COMPARABLE DATA FROM SIMILAR SIZED TAX EXEMPT ORGANIZATIONS IN THE WESTERN NEW YORK AREA AS WELL AS COMPENSATION FOR THE POSITION WITHIN OTHER PRIVATE SCHOOLS OF SIMILAR SIZE, DEMOGRAPHICS AND GEOGRAPHY. REVIEW AND APPROVAL OF THE COMPENSATION ARRANGEMENT IS DOCUMENTED IN THE SCHOOL'S PAYROLL RECORDS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATION WILL PROVIDE APPLICABLE DOCUMENTS UPON REQUEST AT IT'S OFFICES AT 2491 EMERY ROAD, SOUTH WALES, NY 14139. A NOMINAL FEE IS CHARGED IF COPIES ARE REQUESTED. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -323,925. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE FINANCE COMMITTEE OF THE SCHOOL'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE SCHOOL'S FINANCIAL STATEMENTS. | |
| SCHEDULE M - NON CASH CONTRIBUTIONS | THE SCHOOL RECEIVES DONATED ITEMS FOR ITS AUCTION EVENT. THE SCHOOL APPROPRIATELY ACKNOWLEDGES DONORS IN ACCORDANCE WITH IRS GUIDANCE BUT DOES NOT VALUE SUCH ITEMS DUE TO THEIR UNIQUE NATURE. THEREFORE, SUCH ITEMS ARE NOT REFLECTED ON SCHEDULE M. | AUCTION DONATIONS |
| SCHEDULE G - PART II | ON AN ANNUAL BASIS THE SCHOOL CONDUCTS AN AUCTION EVENT FOR THE PURPOSE OF RAISING FUNDS FOR SCHOLARSHIPS AND ENDOWMENT. THIS EVENT IS CONDUCTED PRIMARILY BY VOLUNTEERS. | AUCTION EVENT |
Comments