KNOX SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KNOX SCHOOL (EIN 11-1743680)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201321349349304602
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T13:37:15-05:00 | 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 | LAMBRIDES LAMOSTAYLOR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 LARKFIELD RD | AddressLine1 |
| City | EAST NORTHPORT | City |
| State | NY | State |
| ZIP Code | 11731 | 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 | 111743680 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNOX SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KNOX | NameControl |
| Phone | 6316861600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 541 LONG BEACH ROAD | AddressLine1 |
| City | ST JAMES | City |
| State | NY | State |
| ZIP Code | 11780 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THAD GAEBELEIN | Name |
| Title | HEADMASTER | Title |
| Phone | 6316861600 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LESLIE NIESKENS | Name |
| Phone | 6317544242 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THAD GAEBELEIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 541 LONG BEACH ROAD | AddressLine1 |
| City | ST JAMES | City |
| State | NY | State |
| ZIP Code | 11780 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9279525 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.KNOXSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE THE OPPORTUNITY FOR CAPABLE STUDENTS TO EXCEL WITHIN A LIBERAL ARTS PROGRAM INFUSED WITH ARTISTIC AND ATHLETIC PURSUITS, IN PREPARATION FOR HIGHER EDUCATION AT SELECTIVE COLLEGES AND UNIVERSITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 207 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 332993 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1522899 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6343022 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7671577 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7271 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14491 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 55893 | OtherRevenuePriorYear |
| Other Revenue Current Year | 36721 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6739179 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9245688 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 631432 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 737093 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3863875 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3829653 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 372363 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3069340 | OtherExpensePriorYear |
| Other Expenses Current Year | 3129113 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7564647 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7695859 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -825468 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1549829 | RevenuesLessExpensesCY |
| Total Assets BOY | 6482104 | TotalAssetsBOY |
| Total Assets EOY | 8511557 | TotalAssetsEOY |
| Total Liabilities BOY | 4575360 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5054984 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1906744 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3456573 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE THE OPPORTUNITY FOR CAPABLE STUDENTS TO EXCEL WITHIN A LIBERAL ARTS PROGRAM INFUSED WITH ARTISTIC AND ATHLETIC PURSUITS, IN PREPARATION FOR HIGHER EDUCATION AT SELECTIVE COLLEGES AND UNIVERSITIES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5179781 | Expense |
| Grants | 737093 | Grants |
| Revenue | 5982033 | Revenue |
| Description | SERVING 141 STUDENTS IN A COLLEGE PREPARATORY CURRICULUM OVER THREE TRIMESTERS. FACULTY AND STAFF OF 70 FULL AND PART TIME. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 653478 | Expense |
| Revenue | 954722 | Revenue |
| Description | KNOX SCHOOL SUMMER ADVENTURES IS AN EIGHT WEEK SUMMER PROGRAM SERVING 492 CAMPERS. PROGRAMS INCLUDE BASEBALL, SOCCER, RIDING, TENNIS, WATER ADVENTURES AND CLASSROOM INSTRUCTION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 259589 | Expense |
| Revenue | 99553 | Revenue |
| Description | EQUESTRIAN PROGRAM SERVES APPROXIMATELY 30 STUDENTS WHO COMPETE IN 5-6 COMPETITIONS EACH YEAR. WE ALSO OFFER A WEEKEND PROGRAM TO LOCAL CHILDREN. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6092848 | 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 | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | 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 | false | 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 | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | 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 | 29 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 207 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA OLSON CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6316861600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 541 LONG BEACH ROAD | AddressLine1 |
| City | ST JAMES | City |
| State | NY | State |
| ZIP Code | 11780 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| ANTHONY HERMANN | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |||
| EILEEN REINA | ||||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| DIANE BRISKIN | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| BENJAMIN CILENTO | ||||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| PELOPS DAMANIOS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN HAMBRECHT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDRES S PAGAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL SULLIVAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CYNTHIA MURFEY BEGAN 02-12 | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHRISTIAN DRECHSLER BEGAN 02-12 | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE ALLISON | ||||||||
| HEADMASTER | 40.00 | 204310 | 0 | 72155 | X | |||
| DUNCAN MARSHALL | ||||||||
| ASST HEADMST | 40.00 | 101880 | 0 | 12252 | X | |||
| JACK HUNDLEY TERM THRU 063011 | ||||||||
| ASSOC. HEADM | 40.00 | 77785 | 0 | 25969 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 383975 | TotalReportableCompFromOrg |
| Total Other Compensation | 110376 | TotalOtherCompensation |
| 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 (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MANCINI CONSTRUCTION MGMT INC | |||||
| 222 MIDDLE COUNTRY RD SUITE 226 | SMITHTOWN | NY | 11787 | CONSTRUCTION | 1223365 |
| CULINART INC | |||||
| 175 SUNNYSIDE BLVD | PLAINVIEW | NY | 11803 | FOOD SERVICE | 500231 |
| ISES INC | |||||
| 1610 MEDICAL DR SUITE 305 | POTTSTOWN | PA | 19464 | ADM CONSULTANT | 126604 |
| FIRST STUDENT | |||||
| PO BOX 932 | SHOREHAM | NY | 11786 | TRANSPORTATION | 107955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 37011 | FundraisingEvents |
| All Other Contributions | 1485888 | AllOtherContributions |
| Noncash Contributions | 37784 | NoncashContributions |
| Total Contributions | 1522899 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 5982033 | 5982033 |
| SUMMER PROGRAM REVENUE | 611710 | 954722 | 954722 |
| AUXILIARY SERVICES | 480000 | 734822 | 734822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7671577 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14491 | TotalRevenueColumn |
| Exclusion | $14,491 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16136 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 37011 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 19858 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3722 | TotalRevenueColumn |
| Exclusion | -$3,722 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 35855 | GrossSalesOfInventory |
| Cost Of Goods Sold | 13979 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21876 | TotalRevenueColumn |
| Exclusion | $21,876 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 18567 | TotalRevenueColumn |
| Exclusion | $18,567 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18567 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9245688 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7671577 | RelatedOrExemptFunctionIncome |
| Exclusion | $51,212 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 737093 | Total |
| Program Services | 737093 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273771 | Total |
| Program Services | 109508 | ProgramServices |
| Management And General | 109508 | ManagementAndGeneral |
| Fundraising | 54755 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2829900 | Total |
| Program Services | 2141339 | ProgramServices |
| Management And General | 524748 | ManagementAndGeneral |
| Fundraising | 163813 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93091 | Total |
| Program Services | 71557 | ProgramServices |
| Management And General | 13297 | ManagementAndGeneral |
| Fundraising | 8237 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 412549 | Total |
| Program Services | 292263 | ProgramServices |
| Management And General | 86606 | ManagementAndGeneral |
| Fundraising | 33680 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220342 | Total |
| Program Services | 164851 | ProgramServices |
| Management And General | 38394 | ManagementAndGeneral |
| Fundraising | 17097 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16289 | Total |
| Management And General | 16289 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20750 | Total |
| Management And General | 20750 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302376 | Total |
| Program Services | 284312 | ProgramServices |
| Management And General | 14022 | ManagementAndGeneral |
| Fundraising | 4042 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110002 | Total |
| Program Services | 105007 | ProgramServices |
| Fundraising | 4995 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370225 | Total |
| Program Services | 124083 | ProgramServices |
| Management And General | 214888 | ManagementAndGeneral |
| Fundraising | 31254 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23356 | Total |
| Program Services | 18358 | ProgramServices |
| Management And General | 2940 | ManagementAndGeneral |
| Fundraising | 2058 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 760915 | Total |
| Program Services | 731148 | ProgramServices |
| Management And General | 25412 | ManagementAndGeneral |
| Fundraising | 4355 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133382 | Total |
| Program Services | 124974 | ProgramServices |
| Management And General | 7229 | ManagementAndGeneral |
| Fundraising | 1179 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10725 | Total |
| Program Services | 10725 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67058 | Total |
| Management And General | 67058 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344849 | Total |
| Program Services | 330710 | ProgramServices |
| Management And General | 12070 | ManagementAndGeneral |
| Fundraising | 2069 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 397735 | 397735 | ||
| SUMMER CAMP | 277696 | 277696 | ||
| STABLES/GRADTN/OTHR ACTV | 162458 | 162458 | ||
| MISCELLANEOUS | 131297 | 9031 | 77437 | 44829 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7695859 | Total |
| Program Services | 6092848 | ProgramServices |
| Management And General | 1230648 | ManagementAndGeneral |
| Fundraising | 372363 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1028455 | BOY |
| EOY | 1363924 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1198368 | BOY |
| EOY | 2233490 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99802 | BOY |
| EOY | 365224 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13447 | BOY |
| EOY | 14984 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82589 | BOY |
| EOY | 111093 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170873 | BOY |
| EOY | 205985 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9920095 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5703238 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3888570 | BOY |
| EOY | 4216857 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6482104 | BOY |
| EOY | 8511557 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 497168 | BOY |
| EOY | 291913 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3078192 | BOY |
| EOY | 3078842 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000000 | BOY |
| EOY | 1684229 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4575360 | BOY |
| EOY | 5054984 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 545889 | BOY |
| EOY | 1670350 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 366875 | BOY |
| EOY | 701738 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 993980 | BOY |
| EOY | 1084485 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1906744 | BOY |
| EOY | 3456573 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6482104 | BOY |
| EOY | 8511557 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1549829 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 1062296 | BeginningOfYearBalance |
| Contributions | 90505 | Contributions |
| Investment Earnings Or Losses | 2359 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1155160 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1048554 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 13742 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1062296 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 961666 | BeginningOfYearBalance |
| Contributions | 45072 | Contributions |
| Investment Earnings Or Losses | 41816 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1048554 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 939822 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 21844 | InvestmentEarningsOrLosses |
| End Of Year Balance | 961666 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.99940 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00060 | 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 | 320151 | OtherCostOrOtherBasis |
| Book Value | 320151 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7682545 | OtherCostOrOtherBasis |
| Depreciation | 4259395 | Depreciation |
| Book Value | 3423150 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1824064 | OtherCostOrOtherBasis |
| Depreciation | 1443843 | Depreciation |
| Book Value | 380221 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 93335 | OtherCostOrOtherBasis |
| Book Value | 93335 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4216857 | TotalOfBookValueLandBuildings |
| Total Revenue | 9245688 | TotalRevenue |
| Total Expenses | 7695859 | TotalExpenses |
| Excess Or Deficit For Year | 1549829 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 1549829 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8522574 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -737093 | OtherRevenues |
| Revenue Not Rptd F990 | -737093 | RevenueNotRptdF990 |
| Revenue Subtotal | 9259667 | RevenueSubtotal |
| Other Revenues Not Included | -13979 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -13979 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9245688 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6972745 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 13979 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 13979 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6958766 | ExpensesSubtotal |
| Other Expenses Not Included | 737093 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 737093 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7695859 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | PORTIONS OF THE EARNINGS FROM ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR SEVERAL PURPOSES INCLUDING: -CAPITAL EXPENDITURES -STUDENT SCHOLARSHIPS -FACULTY ENRICHMENT -GENERAL PURPOSES |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE SCHOOL'S CURRENT ACCOUNTING POLICY IS TO DISCLOSE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR IS IT AWARE OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | SCHOLARSHIPS -737,093 COST OF GOODS SOLD 13,979 COST OF GOODS SOLD -13,979 SCHOLARSHIPS 737,093 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | SCHOLARSHIPS -737,093 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | COST OF GOODS SOLD -13,979 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | COST OF GOODS SOLD 13,979 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | SCHOLARSHIPS 737,093 |
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 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION | Identifier |
| Return Reference | SCHEDULE E LINE 3 | ReturnReference |
| Explanation | CONTINUED FROM PAGE 1 IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES ADMISSIONS POLICIES SCHOLARSHIP AND LOAN PROGRAMS AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 53147 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 37011 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 16136 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 2170 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 9000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 8688 | FoodAndBeverageEvent1 |
| Gross Receipts Total | 53147 | GrossReceiptsTotal |
| Charitable Contributions Total | 37011 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16136 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 2170 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 9000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 8688 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 19858 | DirectExpenseSummaryEvents |
| Net Income Summary | -3722 | 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 | SCHOLARSHIP/TUITIONASSIST | TypeOfGrant |
| Number Of Recipients | 29 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 737093 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | SCHOLARSHIPS/TA | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS ARE AWARDED BY THE SCHOLARSHIP COMMITTEE BASED ON THE NEEDS OF THE SCHOOL AND THE STUDENTS. THE COMMITTEE IS COMPRISED OF THE ASSISTANT HEADMASTER FOR EXTERNAL AFFAIRS AND ENROLLMENT AND THE ASSOCIATE HEADMASTER. FAMILIES SEEKING EITHER NEED BASED AID OR SCHOLARSHIP SUBMIT THE REQUIRED INFORMATION TO FAST, THE AID COMPONENT OF INDEPENDENT SCHOOL MANAGEMENT. BASED ON THIS INFORMATION AND THE SUPPLEMENTAL INFORMATION PROVIDED TO THE COMMITTEE BY THE PARENTS, SCHOLARSHIPS ARE AWARDED. SCHOLARSHIPS ARE GIVEN EACH YEAR WITHIN THE BOARD APPROVED BUDGET. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|
| GEORGE ALLISON | ||||
| 202898 | 1412 | 21993 | 50162 | 276465 |
| JACK HUNDLEY TERM THRU 063011 | ||||
| 77785 | 7688 | 18281 | 103754 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FRINGE OR EXPENSE EXPLANATION | Identifier |
| Return Reference | SCHEDULE J, PAGE 1, PART I, LINE 1A | ReturnReference |
| Explanation | THE HEADMASTER RECEIVES ON-CAMPUS HOUSING AS A REQUIREMENT OF EMPLOYMENT. THIS IS A NON-TAXABLE BENEFIT. IN ADDITION HE RECEIVES MEMBERSHIP TO A BEACH CLUB WHICH IS REFLECTED AS A TAXABLE BENEFIT. DURING HIS EMPLOYMENT THE FORMER ASSOCIATE HEADMASTER ALSO RECEIVED A NON- TAXABLE HOUSING ALLOWANCE. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SANDRA HUNDLEY | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | OFFICER'S WIFE | Relationship |
| Amount Of Transaction | 4375 | AmountOfTransaction |
| Description Of Transaction | SEE PART V | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE L PART V | ReturnReference |
| Explanation | D DESCRIPTIONS OF TRANSACTION SANDRA IS MARRIED TO JACK HUNDLEY AND WORKED FOR THE SCHOOL AS AN ESL ENGLISH SECOND LANGUAGE TEACHER UNTIL AUGUST 15 2011 | Explanation |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 4050 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR STATED VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 11776 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MV QUOTE ON DONATION DATE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | SPORTS EQUIPMNT | 2 | 15025 | DONOR STATED VALUE |
| X | ADVERTISING | 1 | 950 | DONOR STATED VALUE |
| X | PIANO | 1 | 5000 | DONOR STATED VALUE |
| X | MISCELLANEOUS | 6 | 983 | DONOR STATED VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS | SCHEDULE M, PAGE 1, PART I, LINE 32B | THE SCHOOL USES A BROKER FOR STOCK DONATIONS. |
| SUPPLEMENTAL INFORMATION | SCHEDULE M, PAGE 2, PART II | THE SCHOOL IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B OF SCHEDULE M, PART I. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | PRIOR TO FILING, THE 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, FOR REVIEW AND APPROVAL. A COPY OF THE FINAL 990 IS THEN MADE AVAILABLE TO THE ENTIRE BOARD FOR REVIEW. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD EXPECTS THAT TRUSTEES, ADMINISTRATORS, FACULTY, STAFF AND OTHER EMPLOYEES OF THE SCHOOL WILL ABIDE BY THE CONFLICT OF INTEREST POLICY. THE BOARD OF TRUSTEES AFFIRMS THAT THE TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY, STAFF, AND OTHER EMPLOYEES OF THE SCHOOL HAVE AN OBLIGATION TO EXERCISE THEIR AUTHORITY AND TO CARRY OUT THE DUTIES OF THEIR RESPECTIVE POSITIONS FOR THE SOLE BENEFIT OF THE SCHOOL. THEY SHOULD AVOID PLACING THEMSELVES IN POSITIONS IN WHICH THEIR PERSONAL INTERESTS ARE, OR MAY BE, IN CONFLICT WITH THE INTERESTS OF THE SCHOOL. WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS, IT SHALL BE THE RESPONSIBILITY OF THE PERSON INVOLVED OR ANY OTHER PERSON WITH KNOWLEDGE TO NOTIFY THE BOARD OF TRUSTEES OF THE CIRCUMSTANCES RESULTING IN THE POTENTIAL CONFLICT SO THAT THE BOARD OF TRUSTEES CAN PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS IT SHALL DEEM APPROPRIATE. AREAS OF POTENTIAL CONFLICT OF INTEREST ARE: FINANCIAL INTEREST, INSIDE INFORMATION, CONFLICTING INTERESTS OTHER THAN FINANCIAL, AND GIFTS AND FAVORS. NO TRUSTEE WHO DIRECTLY OR INDIRECTLY IS INVOLVED IN A POTENTIAL CONFLICT OF INTEREST SHALL BE COUNTED IN DETERMINING THE EXISTENCE OF QUORUM AT ANY MEETING OF THE BOARD WHERE THE POTENTIAL CONFLICT IS CONSIDERED, NOR SHALL THE TRUSTEE VOTE ON ANY ACTION OF THE BOARD REGARDING THAT POTENTIAL CONFLICT. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF TRUSTEES MEETS IN EXECUTIVE SESSION TO APPROVE THE HEADMASTER'S COMPENSATION BY PERFORMING AN ANALYSIS THAT TAKES INTO CONSIDERATION FACTORS INCLUDING EXPERIENCE AND APPROPRIATE COMPARABILITY DATA. THE OUTCOME AND BASIS FOR ANY DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE HEADMASTER DETERMINES COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES BY PERFORMING AN ANALYSIS THAT TAKES INTO CONSIDERATION FACTORS INCLUDING EXPERIENCE AND APPROPRIATE COMPARABILITY DATA. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. |
Comments