MISS PORTERS SCHOOL INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MISS PORTERS SCHOOL INC (EIN 06-0646786)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201320459349301587
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T13:02:10-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061009205 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 S MAIN STREET PO BOX 272000 | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 061272000 | 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 | 060646786 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISS PORTER'S SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MISS | NameControl |
| Phone | 8604093500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 MAIN STREET | AddressLine1 |
| City | FARMINGTON | City |
| State | CT | State |
| ZIP Code | 060322232 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J BERGIN | Name |
| Title | CFO | Title |
| Phone | 8604093500 | Phone |
| Date Signed | 2013-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH SOLECKI | Name |
| PTIN | P00235171 | PTIN |
| Phone | 8605614000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL J BERGIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 MAIN STREET | AddressLine1 |
| City | FARMINGTON | City |
| State | CT | State |
| ZIP Code | 06032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 36530413 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PORTERS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1943 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | MISS PORTER'S SCHOOL EXCELS AT PREPARING YOUNG WOMEN FOR COLLEGE, FOR LEADERSHIP, AND FOR LIFE. OUR ATTENTIVE, DIVERSE BOARDING AND DAY COMMUNITY PROVIDES A DEMANDING CURRICULUM - ACADEMIC, ARTISTIC, ATHLETIC AND RESIDENTIAL. WE CHALLENGE OUR STUDENTS TO BECOME INFORMED, BOLD, RESOURCEFUL, AND ETHICAL GLOBAL CITIZENS. WE EXPECT OUR GRADUATES TO SHAPE A CHANGING WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 248 | TotalNbrEmployees |
| Total Nbr Volunteers | 342 | TotalNbrVolunteers |
| Total Gross UBI | 144376 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -302032 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4070616 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4440033 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13990538 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14988552 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 93111 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3127484 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 332600 | OtherRevenuePriorYear |
| Other Revenue Current Year | 351292 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18486865 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22907361 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3711434 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3279285 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10435900 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10627758 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1652773 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8694264 | OtherExpensePriorYear |
| Other Expenses Current Year | 8988794 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22841598 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22895837 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4354733 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 11524 | RevenuesLessExpensesCY |
| Total Assets BOY | 141308125 | TotalAssetsBOY |
| Total Assets EOY | 134741718 | TotalAssetsEOY |
| Total Liabilities BOY | 23265624 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22020914 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 118042501 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 112720804 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MISS PORTER'S SCHOOL EXCELS AT PREPARING YOUNG WOMEN FOR COLLEGE, FOR LEADERSHIP, AND FOR LIFE. OUR ATTENTIVE, DIVERSE BOARDING AND DAY COMMUNITY PROVIDES A DEMANDING CURRICULUM - ACADEMIC, ARTISTIC, ATHLETIC AND RESIDENTIAL. WE CHALLENGE OUR STUDENTS TO BECOME INFORMED, BOLD, RESOURCEFUL, AND ETHICAL GLOBAL CITIZENS. WE EXPECT OUR GRADUATES TO SHAPE A CHANGING WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 16326330 | Expense |
| Grants | 3279285 | Grants |
| Revenue | 14988552 | Revenue |
| Description | INDEPENDENT SECONDARY SCHOOL WITH 233 BOARDING STUDENTS AND 110 DAY STUDENTS, 22 SARAH PORTER LEADERSHIP INSTITUTE, 13 JR MODEL UN. | Description |
| Total Program Service Expense | 16326330 | 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 | 1 | 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 | 1 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | 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 | 75 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 248 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| 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 | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 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 | MICHAEL BERGIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8604093500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 MAIN STREET | AddressLine1 |
| City | FARMINGTON | City |
| State | CT | State |
| ZIP Code | 06032 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| FRASER B BEEDE | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JEAN M CHAPIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL J CHESHIRE | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| HARRY T DANIELS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANNE MELISSA DOWLING | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| CLOVER M DRINKWATER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS DUDECK | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| JANET I FIELD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN K GREENE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JUDY M HOLDEN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MIMI C KIRK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ELIZABETH M MCLANAHAN | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| J MICHAEL MCQUADE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DARCY S MAURO | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ANNE S NORDEMAN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ADAM ROHDIE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KATRINA W RYAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA B SEDORIC | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CATHERINE W WELLES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| NANCY W WHEELER | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| KATHERINE G WINDSOR | ||||||||
| HEAD OF SCHOOL | 40.00 | X | 313039 | 0 | 123057 | X | ||
| JOHN C WILCOX | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ARIEL M ZWANG | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GAIER N PALMISANO | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| LUCY P CUTTING | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA H EPIFANIO | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| DONNA HIRES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY HIRES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KAREN T STAIB | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DIANA TERLATO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALICE H WILLIAMS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL BERGIN | ||||||||
| CFO | 40.00 | 183232 | 0 | 59408 | X | |||
| JULIA MCCORMACK | ||||||||
| DIR OF INST. ADVANCEMENT | 40.00 | 186106 | 0 | 38238 | X | |||
| MELANIE JOSEPH | ||||||||
| CONTROLLER | 40.00 | 104388 | 0 | 11068 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 786765 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 231771 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CONTEMPO RESTORATION LLC | |||||
| 163 LARKSPUR LANE | BRISTOL | CT | 06010 | CONSTRUCTION | 229258 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 10317 | UNIONDALE | NY | 115550317 | FINANCIAL CONSULTANTS | 200735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 24342 | FundraisingEvents |
| All Other Contributions | 4415691 | AllOtherContributions |
| Noncash Contributions | 1650668 | NoncashContributions |
| Total Contributions | 4440033 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION/BOARD | 611110 | 14809807 | 14809807 |
| STUDENT SERVICES INCOM | 611110 | 150845 | 150845 |
| SUMMER PROGRAMS | 611110 | 27900 | 27900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14988552 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1339835 | TotalRevenueColumn |
| Exclusion | $1,339,835 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15317368 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13529719 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1787649 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1787649 | TotalRevenueColumn |
| Unrelated Business Revenue | 7883 | UnrelatedBusinessRevenue |
| Exclusion | $1,779,766 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 24342 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | 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 Sales Of Inventory | 80474 | GrossSalesOfInventory |
| Cost Of Goods Sold | 93333 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -12859 | TotalRevenueColumn |
| Exclusion | -$12,859 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| DAYCARE CENTER | 624410 | 201198 | $201,198 | |
| FACILITIES RENTAL | 531120 | 162534 | $26,460 | 136074 |
| OTHER INVESTMENT INCOM | 523000 | 419 | 419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 364151 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22907361 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14988552 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 144376 | UnrelatedBusinessRevenue |
| Exclusion | $3,334,400 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3279285 | Total |
| Program Services | 3279285 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 868400 | Total |
| Program Services | 250747 | ProgramServices |
| Management And General | 359290 | ManagementAndGeneral |
| Fundraising | 258363 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7218283 | Total |
| Program Services | 5178714 | ProgramServices |
| Management And General | 1343830 | ManagementAndGeneral |
| Fundraising | 695739 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 749757 | Total |
| Program Services | 532741 | ProgramServices |
| Management And General | 142378 | ManagementAndGeneral |
| Fundraising | 74638 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1238967 | Total |
| Program Services | 732885 | ProgramServices |
| Management And General | 404645 | ManagementAndGeneral |
| Fundraising | 101437 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 552351 | Total |
| Program Services | 372682 | ProgramServices |
| Management And General | 114179 | ManagementAndGeneral |
| Fundraising | 65490 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 724098 | Total |
| Program Services | 724098 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36917 | Total |
| Management And General | 36917 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69663 | Total |
| Management And General | 69663 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425921 | Total |
| Management And General | 425921 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39485 | Total |
| Program Services | 3238 | ProgramServices |
| Management And General | 21374 | ManagementAndGeneral |
| Fundraising | 14873 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1043283 | Total |
| Program Services | 667897 | ProgramServices |
| Management And General | 173367 | ManagementAndGeneral |
| Fundraising | 202019 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269798 | Total |
| Program Services | 211939 | ProgramServices |
| Management And General | 46467 | ManagementAndGeneral |
| Fundraising | 11392 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1526896 | Total |
| Program Services | 1313131 | ProgramServices |
| Management And General | 213765 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152274 | Total |
| Program Services | 74636 | ProgramServices |
| Management And General | 63183 | ManagementAndGeneral |
| Fundraising | 14455 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91199 | Total |
| Program Services | 69781 | ProgramServices |
| Management And General | 14951 | ManagementAndGeneral |
| Fundraising | 6467 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 838749 | Total |
| Management And General | 838749 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1860938 | Total |
| Program Services | 1600407 | ProgramServices |
| Management And General | 260531 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACT SERVICES | 951047 | 657557 | 203509 | 89981 |
| SPECIAL EVENTS | 784040 | 599033 | 72167 | 112840 |
| MEMBERSHIP DUES | 85017 | 52498 | 27440 | 5079 |
| ROF EXPENSES | 5238 | 5061 | 177 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84231 | Total |
| Management And General | 84231 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22895837 | Total |
| Program Services | 16326330 | ProgramServices |
| Management And General | 4916734 | ManagementAndGeneral |
| Fundraising | 1652773 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5212752 | BOY |
| EOY | 5246263 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 654791 | BOY |
| EOY | 1154925 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6091904 | BOY |
| EOY | 5282425 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123993 | BOY |
| EOY | 142454 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24487 | BOY |
| EOY | 74342 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65032 | BOY |
| EOY | 65318 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 660590 | BOY |
| EOY | 743964 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 55148233 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25893188 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30060109 | BOY |
| EOY | 29255045 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65458904 | BOY |
| EOY | 56939221 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32145939 | BOY |
| EOY | 35020451 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 809624 | BOY |
| EOY | 817310 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141308125 | BOY |
| EOY | 134741718 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1227931 | BOY |
| EOY | 393556 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3292174 | BOY |
| EOY | 3283868 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18538979 | BOY |
| EOY | 18137620 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83678 | BOY |
| EOY | 85219 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122862 | BOY |
| EOY | 120651 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23265624 | BOY |
| EOY | 22020914 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26201035 | BOY |
| EOY | 26307163 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32376257 | BOY |
| EOY | 26085500 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59465209 | BOY |
| EOY | 60328141 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118042501 | BOY |
| EOY | 112720804 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141308125 | BOY |
| EOY | 134741718 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 11524 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5333221 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 99873661 | BeginningOfYearBalance |
| Contributions | 1873169 | Contributions |
| Investment Earnings Or Losses | -2252891 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 106762 | GrantsOrScholarships |
| Other Expenditures | 4422235 | OtherExpenditures |
| Administrative Expenses | 510308 | AdministrativeExpenses |
| End Of Year Balance | 94454634 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 85038679 | BeginningOfYearBalance |
| Contributions | 2520609 | Contributions |
| Investment Earnings Or Losses | 18122573 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 574199 | GrantsOrScholarships |
| Other Expenditures | 4726255 | OtherExpenditures |
| Administrative Expenses | 507746 | AdministrativeExpenses |
| End Of Year Balance | 99873661 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78075823 | BeginningOfYearBalance |
| Contributions | 3819530 | Contributions |
| Investment Earnings Or Losses | 8711623 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1286220 | GrantsOrScholarships |
| Other Expenditures | 3927968 | OtherExpenditures |
| Administrative Expenses | 354109 | AdministrativeExpenses |
| End Of Year Balance | 85038679 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 104383947 | BeginningOfYearBalance |
| Contributions | 3599381 | Contributions |
| Investment Earnings Or Losses | -24283361 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 174247 | GrantsOrScholarships |
| Other Expenditures | 5005493 | OtherExpenditures |
| Administrative Expenses | 444404 | AdministrativeExpenses |
| End Of Year Balance | 78075823 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.15240 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.61170 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.23590 | 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 | 788605 | OtherCostOrOtherBasis |
| Book Value | 788605 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 47148469 | OtherCostOrOtherBasis |
| Depreciation | 20418802 | Depreciation |
| Book Value | 26729667 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7053076 | OtherCostOrOtherBasis |
| Depreciation | 5474386 | Depreciation |
| Book Value | 1578690 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 158083 | OtherCostOrOtherBasis |
| Book Value | 158083 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 29255045 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 35020451 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 35020451 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POOLED INCOME/STUDENT ACTIVITY FUND | Description |
| Amount | $120,651 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 120651 | TotalOfAmounts |
| Total Revenue | 22907361 | TotalRevenue |
| Total Expenses | 22895837 | TotalExpenses |
| Excess Or Deficit For Year | 11524 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -5325467 | NetUnrealizedGLOnInvestments |
| Other | -$7,754 | OtherAmount |
| Total Adjustments | -5333221 | TotalAdjustments |
| Excess Or Deficit Per FS | -5321697 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13970712 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -5325467 | NetUnrealizedGainsInvestments |
| Other Revenues | -3705206 | OtherRevenues |
| Revenue Not Rptd F990 | -9030673 | RevenueNotRptdF990 |
| Revenue Subtotal | 23001385 | RevenueSubtotal |
| Other Revenues Not Included | -94023 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -94023 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22907362 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19292409 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 101778 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 101778 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19190631 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 425921 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3279285 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3705206 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22895837 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | SECURITY DEPOSITS FOR HOUSING AND DORMS HELD IN ESCROW ACCOUNT | |
| PART V, LINE 4: | TO SUPPORT THE MISSION OF THE SCHOOL. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| STOCK VALUE DIFFERENCE BETWEEN SOLD & GIFT VALUE 690. BAD DEBT NETTED WITH REVENUE INTEREST & DIVIDENDS -8,444. TOTAL TO SCHEDULE D, PART XI, LINE 8: -7,754. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| FINANCIAL AID -3,279,285. INVESTMENT EXPENSES -425,921. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| BOOKSTORE COST OF GOODS SOLD -93,333. STOCK VALUE DIFFERENCE BETWEEN SOLD AND GIFT VALUE -690. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| BOOKSTORE COST OF GOODS SOLD 93,333. BAD DEBT NETTED WITH REVENUE INTEREST AND DIVIDENDS 8,445. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 3,279,285. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
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 | MISS PORTER'S SCHOOL IS COMMITTED TO DIVERSITY IN ITS STUDENT BODY AND ADMITS QUALIFIED STUDENTS WITHOUT REGARD TO RACE, COLOR, NATIONAL ORIGIN, ANCESTRY, DISABILITY, SEXUAL ORIENTATION, OR ANY OTHER CLASS PROTECTED BY RELEVANT LAW. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | PROGRAM SERVICES | MODEL U.N. | 1698 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | STUDENT RECRUITING | 2458 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | ROYALTIES SPRING PLAY | 160 |
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | INVESTMENTS | 3394029 | |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | 1010990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 4409335 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 4409335 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: ACCRUAL | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SR. AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 24342 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 24342 | CharitableContributionsEvent1 |
| Gross Receipts Total | 24342 | GrossReceiptsTotal |
| Charitable Contributions Total | 24342 | CharitableContributionsTotal |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| SCHOLARSHIPS FOR STUDENTS ATTENDING MISS PORTER'S | 113 | 0 | 3211646 | FMV | REDUCTION IN TUITION |
| TEXTBOOKS, IPADS, SCHOOL SUPPLIES | 12 | 10231 | 0 | FMV | |
| MEDICAL INSURANCE PREMIUMS AND MEDICAL EXPENSES | 3 | 4440 | 0 | FMV | |
| TRAVEL AND REQUIRED TRIPS | 43 | 13869 | 0 | FMV | |
| CASH ASSISTANCE AND SCHOOL EXPENSES | 20 | 39099 | 0 | FMV |
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: SCHOLARSHIPS ARE POSTED TO STUDENTS ACCOUNTS WHICH ARE REFLECTED IN THE GENERAL LEDGER. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 1 | InitialContractException |
| Rebuttable Presumption Procedure | 1 | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHERINE G WINDSOR | |||||||||||||
| 250525 | 0 | 0 | 0 | 62514 | 0 | 76809 | 0 | 46248 | 0 | 436096 | 0 | 0 | 0 |
| MICHAEL BERGIN | |||||||||||||
| 182286 | 0 | 0 | 0 | 946 | 0 | 18229 | 0 | 41179 | 0 | 242640 | 0 | 0 | 0 |
| JULIA MCCORMACK | |||||||||||||
| 190027 | 0 | 0 | 0 | -3921 | 0 | 18496 | 0 | 19742 | 0 | 224344 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | TRAVEL FOR RELATIVE WHILE ATTENDING CONFERENCE. GROSS-UP IS PROVIDED FOR EDUCATION BENEFITS. CERTAIN EMPLOYEES ARE REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. PART OF EMPLOYMENT CONTRACT INCLUDES MEMBERSHIP TO A COUNTRY CLUB AND HOUSECLEANING SERVICES. |
| PART I, LINE 4B | THE HEAD OF SCHOOL PARTICIPATES IN A 457(F) PLAN. |
| PART I, LINE 8 | THE CURRENT HEAD OF SCHOOL ENTERED INTO AN INITIAL 5-YEAR CONTRACT WITH MISS PORTER'S SCHOOL DURING THE 2008-2009 YEAR. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE OF CT HEALTH & EDUCATIONAL FACILITIES AUTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 060806186 | IssuerEIN |
| CUSIP Number | 20774UDL6 | CUSIPNumber |
| Date Issued | 2006-06-12 | DateIssued |
| Issue Price | 18620775 | IssuePrice |
| Description Of Purpose | REFUND 8/15/99 BOND ISSUE AND CONSTRUCTION OF ATHLETIC FACILITY | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 18620775 | TotalProceeds |
| Issuance Costs From Proceeds | 301721 | IssuanceCostsFromProceeds |
| Credit Enhancement | 321170 | CreditEnhancement |
| Working Capital Expenditures | 9246874 | WorkingCapitalExpenditures |
| Capital Expenditures | 9246874 | CapitalExpenditures |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.02090 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.02090 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|
| KATHERINE WINDSOR | |||||
| X | $1,752 | 1314 | 0 | 1 | 1 |
| MELANIE JOSEPH | |||||
| X | $1,989 | 1285 | 0 | 1 | 1 |
| MICHAEL BERGIN | |||||
| X | $1,713 | 999 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 3598 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 62 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1650668 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV AT TIME OF TRANSFER | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS AUCTION ITEMS | Description |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| THIRD PARTY USE: | PART I, LINE 32B: | MERRILL LYNCH IS USED AS A BROKER TO SETTLE ALL STOCK CONTRIBUTIONS. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | PART I LINE 1 - VARIOUS ART DONATIONS FOR AUCTION, PAINTINGS, PHOTOGRAPHS, POTTERY, ETC. PART I LINE 4 - DONATED BOOKS VALUED UNDER $5,000 NOT RECORDED ON BOOKS PART 1 LINE 5 - IPAD, CLOTHING, COATS PART I LINE 9 - MERRILL LYNCH IS USED AS A BROKER TO SETTLE ALL STOCK CONTRIBUTIONS. PART I LINE 18 - MISS PORTER'S SCHOOL RINGS, WEDGEWOOD DINNER PLATES MISS PORTER'S SCHOOL, OLD LETTERS PART I LINE 26 - VARIOUS AUCTION ITEMS |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DONNA AND JEFFREY HINES ARE TRUSTEES RELATED BY MARRIAGE. | |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BOARD ADOPTED NEW BYLAWS ON JANUARY 21, 2012. CHANGES TO THE BYLAWS INCLUDE A CHANGE IN THE GOVERNING OFFICER COMPOSITION FROM A PRESIDENT AND MULTIPLE VICE PRESIDENT STRUCTURE TO A CHAIR AND VICE CHAIR STRUCTURE AND REVISED TERM LIMITS ON OFFICERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED WITH EXTENSIVE REVIEW FROM INTERNAL BUSINESS OFFICE STAFF AND SENIOR MANAGEMENT. THE FORM 990 IS PROVIDED TO OUR AUDITOR FOR REVIEW, EDITS ARE MADE, AND IT IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD, PER THE AUDIT COMMITTEE'S CHARTER. ALL TRUSTEES ARE PROVIDED COPIES (EXCLUDING SCHEDULE B) FOR FINAL REVIEW PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE ASSISTANT TO THE HEAD OF SCHOOL DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO EACH TRUSTEE AND KEY EMPLOYEE DURING THE OCTOBER TRUSTEE MEETING. PRIOR TO THE END OF THE MEETING, THE SIGNED POLICIES ARE COLLECTED BY THE ASSISTANT TO THE HEAD, AND SHE FOLLOWS UP DIRECTLY WITH ANY TRUSTEES OR KEY EMPLOYEES WHO WERE NOT IN ATTENDANCE TO ENSURE A SIGNED POLICY IS RECEIVED. ONCE ALL HAVE BEEN RECEIVED THEY ARE REVIEWED BY THE ASSOCIATE BUSINESS MANAGER AND ANY CONFLICTS ARE PRESENTED TO THE AUDIT COMMITTEE CHAIR FOR FOLLOW UP. ONCE THE REVIEW IS COMPLETE, THE FORMS ARE FILED IN THE BUSINESS OFFICE. DURING COMMITTEE MEETINGS TRUSTEES MUST ANNOUNCE IF A CONFLICT ARISES REGARDING THE SUBJECT BEING DISCUSSED. THEY CAN STATE THE CONFLICT AND CHOOSE TO RECUSE THEMSELVES FROM FURTHER CONVERSATION AND VOTING ON THE SUBJECT MATTER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A THREE PERSON SUBCOMMITTEE OF THE BOARD HAS BEEN FORMED TO PROVIDE OVERSIGHT AROUND THE HEAD OF SCHOOL'S COMPENSATION AND BENEFITS. THIS SUBCOMMITTEE INCLUDES THE PRESIDENT OF THE BOARD, VICE CHAIR, AND CHAIR OF THE AUDIT COMMITTEE. THE SUBCOMMITTEE UTILIZES COMPARATIVE COMPENSATION DATA FROM THE FORTY MEMBERS OF THE ASSOCIATION OF BUSINESS OFFICERS OF PREPARATORY SCHOOLS, WITH A PARTICULAR EMPHASIS ON A SUBSET OF PEER SCHOOLS. THE PEER SCHOOL GROUP REFLECTS BOTH GEOGRAPHIC PEERS AS WELL AS SIMLARLY SIZED AND ENDOWED SCHOOLS. THE SUBCOMMITTEE CONDUCTS A THOROUGH PERFORMANCE REVIEW ON AN ANNUAL BASIS WITH AN EMPHASIS ON THE ATTAINMENT OF PERFORMANCE GOALS AND OBJECTIVES ESTABLISHED BY THE BOARD. THE HEAD OF SCHOOL APPROVES ALL SALARY INCREASES FOR HER SENIOR STAFF. THESE INCREASES ARE ALSO BASED UPON REVIEW OF POSITION DATA FROM ABOPS AS DESCRIBED ABOVE. ONCE DETERMINED, A ONE OVER ONE REVIEW BY A MEMBER OF THE COMPENSATION SUBCOMMITTEE TAKES PLACE FOR FINAL APPROVAL. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL OF THE SCHOOL'S GOVERNING DOCUMENTS, THEIR CONFLICT OF INTEREST POLICY AND THE SCHOOL'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE BUSINESS OFFICE OVERSEES THE DISTRIBUTION OF REQUESTED DOCUMENTS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -5,325,467. STOCK VALUE DIFFERENCE BETWEEN SOLD & GIFT VALUE 690. BAD DEBT NETTED WITH REVENUE INTEREST & DIVIDENDS -8,444. TOTAL TO FORM 990, PART XI, LINE 5: -5,333,221. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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