KENTS HILL SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KENTS HILL SCHOOL (EIN 01-0211532)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-25
- IRS object ID
- 201320849349300757
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-25T13:25:00-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PFBFCPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 FIRSTPARK DRIVE | AddressLine1 |
| City | OAKLAND | City |
| State | ME | State |
| ZIP Code | 049635362 | 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 | 010211532 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENTS HILL SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KENT | NameControl |
| Phone | 2076854914 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 257 | AddressLine1 |
| City | KENTS HILL | City |
| State | ME | State |
| ZIP Code | 04349 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY GATES | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2076854914 | Phone |
| Date Signed | 2013-03-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIELLE D MARTIN CPA | Name |
| Phone | 2078731603 | Phone |
| Date Prepared | 2013-03-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BARRY GATES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 257 | AddressLine1 |
| City | KENTS HILL | City |
| State | ME | State |
| ZIP Code | 043490257 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13184385 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.KENTSHILL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1824 | YearFormation |
| State Legal Domicile | ME | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION'S MISSION IS TO EDUCATE STUDENTS IN MIND, BODY, AND SPIRIT IN ORDER TO: 1) PREPARE THEM FOR THE CHALLENGES AND OPPORTUNITIES OF HIGHER EDUCATION; 2) HELP THEM LEARN TO LOVE AND RESPECT THEMSELVES AND THEIR FELLOW STUDENTS, AND TO CARE FOR THOSE IN LESS FORTUNATE CIRCUMSTANCES; 3) TEACH THEM TO BE RESPONSIBLE STEWARDS OF OUR NATURAL HERITAGE; 4) REMIND THEM THAT ONE MAN OR WOMAN OF PRINCIPLE CAN ALWAYS MAKE A DIFFERENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 140 | TotalNbrEmployees |
| Total Gross UBI | -42741 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -22127 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4608450 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1429678 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10211807 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10767175 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 602987 | InvestmentIncomePriorYear |
| Investment Income Current Year | 424540 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 39255 | OtherRevenuePriorYear |
| Other Revenue Current Year | 79404 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15462499 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12700797 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2341504 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2276250 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5461370 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5720630 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 624043 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5055672 | OtherExpensePriorYear |
| Other Expenses Current Year | 6025822 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12858546 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14022702 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2603953 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1321905 | RevenuesLessExpensesCY |
| Total Assets BOY | 55378406 | TotalAssetsBOY |
| Total Assets EOY | 52594935 | TotalAssetsEOY |
| Total Liabilities BOY | 24342027 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 24271410 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31036379 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 28323525 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ORGANIZATION'S MISSION IS TO EDUCATE STUDENTS IN MIND, BODY, AND SPIRIT IN ORDER TO: 1) PREPARE THEM FOR THE CHALLENGES AND OPPORTUNITIES OF HIGHER EDUCATION; 2) HELP THEM LEARN TO LOVE AND RESPECT THEMSELVES AND THEIR FELLOW STUDENTS, AND TO CARE FOR THOSE IN LESS FORTUNATE CIRCUMSTANCES; 3) TEACH THEM TO BE RESPONSIBLE STEWARDS OF OUR NATURAL HERITAGE; 4) REMIND THEM THAT ONE MAN OR WOMAN OF PRINCIPLE CAN ALWAYS MAKE A DIFFERENCE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2276250 | Expense |
| Grants | 2276250 | Grants |
| Description | SCHOLARSHIPS AND OTHER FINANCIAL AID BASED ON NEED | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7077567 | Expense |
| Revenue | 10767175 | Revenue |
| Description | PRIVATE SECONDARY SCHOOL UTILIZED BY APPROXIMATELY 220 BOARDING AND DAY STUDENTS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 9353817 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 140 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | true | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BARRY GATES | NamePerson |
| Telephone Number | 2076854914 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1614 MAIN STREET | AddressLine1 |
| City | KENTS HILL | City |
| State | ME | State |
| ZIP Code | 043490257 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| PARKER BEVERAGE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TAYLOR BODMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ABIGAIL BOWERS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES CHIANG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NANCY COLHOUN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM BRENNAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS DIBENEDETTO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GORDON FAY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA HATLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN JENEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOSETTE HUNTRESS HOLLAND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAYNEE SASSO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD O'CONNOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALANE B O'CONNOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT RHEAULT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID RHODES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JANET ROCHE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM SOWLES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CORNELIA SPRING | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DOUGLAS STINSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALEXANDER WALL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ZUHAIR SHAMMOUT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN AKIN | |||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| MARK ALCAIDE | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| THEODORE ALFOND | |||||||
| VP | 1.00 | X | 0 | 0 | 0 | X | |
| TANNETTA VAN VLISSINGEN | |||||||
| 2ND VP | 1.00 | X | 0 | 0 | 0 | X | |
| EDWARD LANE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RUTH SIGAL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GUY WILLIAMS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BARRY GATES | |||||||
| CFO | 40.00 | 108718 | 0 | 0 | X | ||
| JEREMY LACASSE | |||||||
| HEAD OF SCHO | 40.00 | 65346 | 0 | 0 | X | ||
| RIST BONNEFOND | |||||||
| FORMER HEADM | 262416 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 436480 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WARREN CONSTRUCTION GROUP LLC | |||||
| PO BOX 362 | SOUTH FREEPORT | ME | 04078 | CONSTRUCTION | 2061310 |
| SAGE DINING SERVICES INC | |||||
| 222 BOSLEY AVE SUITE B7 | TOWSON | MD | 21204 | FOOD SERVICES | 887263 |
| WINTHROP FUEL CO INC | |||||
| 111 ROUTE 133 | WINTHROP | ME | 04364 | OIL | 308664 |
| BOWER CONSTRUCTION | |||||
| 557 HALLOWELL-LITCHFIELD ROAD | WEST GARDINER | ME | 04345 | CONSTRUCTION | 192814 |
| CONSTELLATION NEW ENERGY INC | |||||
| 14217 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | ELECTRICITY | 141438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Fundraising Events | 41157 | FundraisingEvents |
| All Other Contributions | 1388521 | AllOtherContributions |
| Noncash Contributions | 69613 | NoncashContributions |
| Total Contributions | 1429678 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| TUITION INCOME | 10451858 | 10451858 |
| SUMMER PROGRAM INCOME | 208165 | 208165 |
| TRANSPORTATION FEES | 66462 | 66462 |
| APPLICATION FEES | 14185 | 14185 |
| ENROLLMENT FEES FORFEITED | 14137 | 14137 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12368 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12368 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10767175 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 424540 | TotalRevenueColumn |
| Exclusion | $424,540 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 216190 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 258931 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -42741 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -42741 | TotalRevenueColumn |
| Unrelated Business Revenue | -42741 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 50205 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 41157 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 20374 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29831 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 205413 | GrossSalesOfInventory |
| Cost Of Goods Sold | 204283 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1130 | TotalRevenueColumn |
| Exclusion | $1,130 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| SUNDRY INCOME | 69327 | 69327 |
| ALFOND ATHLETIC CENTER SUNDR | 20891 | 20891 |
| DISCOUNTS TAKEN | 966 | 966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 91184 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12700797 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10858359 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -42741 | UnrelatedBusinessRevenue |
| Exclusion | $425,670 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1613350 | Total |
| Program Services | 1613350 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 662900 | Total |
| Program Services | 662900 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290798 | Total |
| Management And General | 227206 | ManagementAndGeneral |
| Fundraising | 63592 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4099914 | Total |
| Program Services | 2577056 | ProgramServices |
| Management And General | 1199112 | ManagementAndGeneral |
| Fundraising | 323746 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192917 | Total |
| Program Services | 124422 | ProgramServices |
| Management And General | 53664 | ManagementAndGeneral |
| Fundraising | 14831 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 824331 | Total |
| Program Services | 492045 | ProgramServices |
| Management And General | 260335 | ManagementAndGeneral |
| Fundraising | 71951 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312670 | Total |
| Program Services | 189454 | ProgramServices |
| Management And General | 96536 | ManagementAndGeneral |
| Fundraising | 26680 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58351 | Total |
| Management And General | 58351 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58980 | Total |
| Management And General | 58980 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14576 | Total |
| Management And General | 14501 | ManagementAndGeneral |
| Fundraising | 75 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121970 | Total |
| Management And General | 87335 | ManagementAndGeneral |
| Fundraising | 34635 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 720730 | Total |
| Program Services | 720730 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354943 | Total |
| Program Services | 169864 | ProgramServices |
| Management And General | 113999 | ManagementAndGeneral |
| Fundraising | 71080 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 685166 | Total |
| Management And General | 685166 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1291265 | Total |
| Program Services | 1291265 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51322 | Total |
| Management And General | 51322 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACTUAL SERVICES | 905454 | 853277 | 52177 | |
| BAD DEBTS | 881492 | 881492 | ||
| MAINT, SUPPLIES & EQUIP | 663172 | 581027 | 64692 | 17453 |
| MISCELLANEOUS | 139974 | 139974 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78427 | Total |
| Program Services | 78427 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14022702 | Total |
| Program Services | 9353817 | ProgramServices |
| Management And General | 4044842 | ManagementAndGeneral |
| Fundraising | 624043 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4826 | BOY |
| EOY | 3952 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4210693 | BOY |
| EOY | 3566857 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4607073 | BOY |
| EOY | 1551202 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400889 | BOY |
| EOY | 187729 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41232 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54542 | BOY |
| EOY | 54542 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36170 | BOY |
| EOY | 22990 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85630 | BOY |
| EOY | 152498 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40769777 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13852131 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24938572 | BOY |
| EOY | 26917646 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19838068 | BOY |
| EOY | 19022553 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1160711 | BOY |
| EOY | 1114966 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55378406 | BOY |
| EOY | 52594935 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 742500 | BOY |
| EOY | 525196 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4142425 | BOY |
| EOY | 3744202 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 878373 | BOY |
| EOY | 974373 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17140263 | BOY |
| EOY | 16567895 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1438466 | BOY |
| EOY | 2459744 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24342027 | BOY |
| EOY | 24271410 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21599684 | BOY |
| EOY | 21261327 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6179122 | BOY |
| EOY | 3725784 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3257573 | BOY |
| EOY | 3336414 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31036379 | BOY |
| EOY | 28323525 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55378406 | BOY |
| EOY | 52594935 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1321905 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1390949 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | 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) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19838068 | BeginningOfYearBalance |
| Contributions | 918240 | Contributions |
| Investment Earnings Or Losses | 96730 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -87155 | GrantsOrScholarships |
| Other Expenditures | -1684979 | OtherExpenditures |
| Administrative Expenses | -58351 | AdministrativeExpenses |
| End Of Year Balance | 19022553 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17161499 | BeginningOfYearBalance |
| Contributions | 700000 | Contributions |
| Investment Earnings Or Losses | 3554449 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -82872 | GrantsOrScholarships |
| Other Expenditures | -1436589 | OtherExpenditures |
| Administrative Expenses | -58419 | AdministrativeExpenses |
| End Of Year Balance | 19838068 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10767121 | BeginningOfYearBalance |
| Contributions | 5585000 | Contributions |
| Investment Earnings Or Losses | 1418901 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -94765 | GrantsOrScholarships |
| Other Expenditures | -465755 | OtherExpenditures |
| Administrative Expenses | -49003 | AdministrativeExpenses |
| End Of Year Balance | 17161499 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.77000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.17000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74330 | OtherCostOrOtherBasis |
| Book Value | 74330 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37483694 | OtherCostOrOtherBasis |
| Depreciation | 11894402 | Depreciation |
| Book Value | 25589292 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1791213 | OtherCostOrOtherBasis |
| Depreciation | 1813117 | Depreciation |
| Book Value | -21904 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1420540 | OtherCostOrOtherBasis |
| Depreciation | 144612 | Depreciation |
| Book Value | 1275928 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26917646 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP | $1,887,380 |
| DEFERRED GIFT ANNUITY | $452,918 |
| LEASES PAYABLE | $66,860 |
| NOTE TO ENDOWMENT FUND | $52,586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2459744 | TotalOfAmounts |
| Total Revenue | 12700797 | TotalRevenue |
| Total Expenses | 14022702 | TotalExpenses |
| Excess Or Deficit For Year | -1321905 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -269459 | NetUnrealizedGLOnInvestments |
| Other | -$1,121,490 | OtherAmount |
| Total Adjustments | -1390949 | TotalAdjustments |
| Excess Or Deficit Per FS | -2712854 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10559950 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -269459 | NetUnrealizedGainsInvestments |
| Other Revenues | 463213 | OtherRevenues |
| Revenue Not Rptd F990 | 193754 | RevenueNotRptdF990 |
| Revenue Subtotal | 10366196 | RevenueSubtotal |
| Investment Expenses Not Included | 58351 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2276250 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2334601 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12700797 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13272804 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1584703 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1584703 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11688101 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 58351 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 2276250 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2334601 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14022702 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | COST OF GOODS SOLD NETTED WITH REVENUES 204,283 RENTAL EXPENSES NETTED WITH REVENUES 258,930 STUDENT FINANCIAL AID -2,276,250 COST OF GOODS SOLD NETTED WITH REVENUES -204,283 RENTAL EXPENSES NETTED WITH REVENUES -258,930 CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS -1,121,490 STUDENT FINANCIAL AID 2,276,250 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | COST OF GOODS SOLD NETTED WITH REVENUES 204,283 RENTAL EXPENSES NETTED WITH REVENUES 258,930 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | STUDENT FINANCIAL AID 2,276,250 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | COST OF GOODS SOLD NETTED WITH REVENUES 204,283 RENTAL EXPENSES NETTED WITH REVENUES 258,930 CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS 1,121,490 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | STUDENT FINANCIAL AID 2,276,250 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|
| STUDENT FINANCIAL AID | EAST ASIA AND THE PACIFIC | 19500 | SCHOLARSHIP |
| STUDENT FINANCIAL AID | EUROPE | 104900 | SCHOLARSHIP |
| STUDENT FINANCIAL AID | NORTH AMERICA (EXCLUDING UNITED STATES) | 465600 | SCHOLARSHIP |
| STUDENT FINANCIAL AID | CENTRAL AMERICA AND THE CARIBBEAN | 26500 | SCHOLARSHIP |
| STUDENT FINANCIAL AID | SOUTH ASIA | 46400 | SCHOLARSHIP |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 91362 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 41157 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 50205 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 20374 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 91362 | GrossReceiptsTotal |
| Charitable Contributions Total | 41157 | CharitableContributionsTotal |
| Gross Revenue Total Events | 50205 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 20374 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 20374 | DirectExpenseSummaryEvents |
| Net Income Summary | 29831 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Amount Of Non Cash Assistance | 1613350 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | SCHOLARSHIPS | DescriptionOfNonCashAssistance |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RIST BONNEFOND | NamePerson |
| Base Compensation Filing Org | 262416 | BaseCompensationFilingOrg |
| Total Compensation Filing Org | 262416 | TotalCompensationFilingOrg |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THEODORE ALFOND | NamePerson |
| Purpose Of Loan | TO ASSIST IN CASH FLOW | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $1,000,000 | OriginalPrincipalAmount |
| Balance Due | 974373 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 974373 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 69613 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE ORGANIZATION'S MISSION IS TO EDUCATE STUDENTS IN MIND, BODY, AND SPIRIT IN ORDER TO: 1) PREPARE THEM FOR THE CHALLENGES AND OPPORTUNITIES OF HIGHER EDUCATION; 2) HELP THEM LEARN TO LOVE AND RESPECT THEMSELVES AND THEIR FELLOW STUDENTS, AND TO CARE FOR THOSE IN LESS FORTUNATE CIRCUMSTANCES; 3) TEACH THEM TO BE RESPONSIBLE STEWARDS OF OUR NATURAL HERITAGE; 4) REMIND THEM THAT ONE MAN OR WOMAN OF PRINCIPLE CAN ALWAYS MAKE A DIFFERENCE. |
| RELATED PARTY INFORMATION AMONG OFFICERS | FORM 990, PAGE 6, PART VI, LINE 2 | STEVEN AKIN TED ALFOND TRUSTEE TRUSTEE TRUSTEE OF ALFOND FOUNDATION |
| OFFICERS WHO CANNOT BE REACHED | FORM 990, PAGE 6, PART VI, LINE 9 | RIST BONNEFOND |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED FIRST BY THE CHIEF FINANCIAL OFFICER AND CONTROLLER AND THEN IS FORWARDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THIS PROCESS WILL BE IMPLEMENTED AT THE NEXT BOARD OF TRUSTEES MEETING. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE SCHOOL'S HEADMASTER'S COMPENSATION WAS DETERMINED BY THE BOARD OF TRUSTEES. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC THROUGH GUIDESTAR AND THE SCHOOL WILL PROVIDE A COPY OF THE 990 UPON REQUEST. |
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