CHARLOTTE CHRISTIAN SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE CHRISTIAN SCHOOL (EIN 56-0750913)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-10-28
- IRS object ID
- 201323019349300217
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-28T07:05:49-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN & FRANKLIN PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3320 SISKEY PARKWAY SUITE 102 | AddressLine1 |
| City | MATTHEWS | City |
| State | NC | State |
| ZIP Code | 28105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560750913 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE CHRISTIAN SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 7043665657 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 SARDIS ROAD | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28270 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY EFIRD | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 7043665657 | Phone |
| Date Signed | 2013-10-28 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN A FRANKLIN CPA | Name |
| Phone | 7048451195 | Phone |
| Date Prepared | 2013-10-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TERRY EFIRD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 SARDIS ROAD | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28270 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19437348 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.charlottechristian.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | CHRISTIAN EDUCATION CHARLOTTE CHRISTIAN SCHOOL IS A CHRIST-CENTERED, COLLEGE PREPARATORY SCHOOL, PROVIDING COMPREHENSIVE EDUCATIONAL PROGRAMS WITH A CHRISTIAN PERSPECTIVE FOR GRADES PRE-KINDERGARTEN THROUGH HIGH SCHOOL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 297 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1703411 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3204718 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12654105 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13244633 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 26491 | InvestmentIncomePriorYear |
| Investment Income Current Year | 37606 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 238841 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2924034 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14622848 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19410991 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8708214 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9076027 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 304692 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4755353 | OtherExpensePriorYear |
| Other Expenses Current Year | 6924802 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13463567 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16000829 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1159281 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3410162 | RevenuesLessExpensesCY |
| Total Assets BOY | 27003462 | TotalAssetsBOY |
| Total Assets EOY | 29677684 | TotalAssetsEOY |
| Total Liabilities BOY | 16262013 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15526073 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10741449 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14151611 | NetAssetsOrFundBalancesEOY |
| Mission Description | CHRISTIAN EDUCATION | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 13551488 | Expense |
| Revenue | 15537597 | Revenue |
| Description | DURING THE YEAR ENDED JUNE 30, 2013 CHARLOTTE CHRISTIAN SCHOOL PROVIDED COMPREHENSIVE CHRISTIAN EDUCATION TO APPROXIMATELY 1000 STUDENTS | Description |
| Total Program Service Expense | 13551488 | 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 | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | 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 | 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 |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 297 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CCS BUSINESS OFFICE | NamePerson |
| Telephone Number | 7043665657 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 SARDIS ROAD | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28270 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 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 |
|---|---|---|---|---|---|---|---|---|
| HEATHER BRANNON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEVE BURT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GREG GOMBAR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARCUS SMITH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TONY NORWOOD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN PUTNAM | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES SALEH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KATHY TROTTER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHIP CASH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PAULA BANKS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ERICA DONNALLEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SUZANNE YOH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEVE ISRAEL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BILL BLANK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDY CALHOUN | ||||||||
| TRUSTEE | 1 | X | ||||||
| RICK VON GNECHTEN | ||||||||
| TRUSTEE | 1 | X | ||||||
| IRIS HUBBARD | ||||||||
| TRUSTEE | 1 | X | ||||||
| JAMIE HARRIS | ||||||||
| CHAIR | 3 | X | X | |||||
| MARTY WHITE | ||||||||
| VICE CHAIR | 3 | X | X | |||||
| MIKE SEELIG | ||||||||
| TREASURER | 3 | X | X | |||||
| BARRY GILLER | ||||||||
| HEAD OF SCHOOL | 55 | 221668 | 147858 | X | X | X | ||
| TERRY EFIRD | ||||||||
| CHIEF FINANCIAL OFFICER | 50 | 94636 | 15937 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 316304 | TotalReportableCompFromOrg |
| Total Other Compensation | 163795 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | 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 |
|---|---|---|---|---|---|
| CORPORATE CLEANING GROUP | |||||
| 5505 SILVER CREEK DRIVE | WAXHAW | NC | 28173 | CLEANING | 104153 |
| SHIEL SEXTON | |||||
| 902 N CAPITAL AVENUE | INDIANAPOLIS | IN | 46204 | CONTRACTOR | 1675755 |
| LEGER CORP | |||||
| 9940 MONROE ROAD | MATTHEWS | NC | 28105 | CONTRACTOR | 301134 |
| FLIK INDIEPENDENT SCHOOLS | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | DINING HALL SERVICE | 342117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 3204718 | AllOtherContributions |
| Total Contributions | 3204718 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION AND FEES | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 13244633 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13244633 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37606 | TotalRevenueColumn |
| Exclusion | $37,606 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 67870 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 26357 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41513 | TotalRevenueColumn |
| Exclusion | $41,513 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ATHLETIC REVENUE | 611600 | 78497 | 78497 |
| OTHER REVENUE | 611600 | 78471 | 78471 |
| NET ASSETS RELEASED FROM RESTRICTIONS | 611600 | 2135996 | 2135996 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 589557 | TotalRevenueColumn |
| Exclusion | $589,557 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2882521 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19410991 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15537597 | RelatedOrExemptFunctionIncome |
| Exclusion | $668,676 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296900 | Total |
| Program Services | 296900 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7196304 | Total |
| Program Services | 5785367 | ProgramServices |
| Management And General | 1185515 | ManagementAndGeneral |
| Fundraising | 225422 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274621 | Total |
| Program Services | 222830 | ProgramServices |
| Management And General | 43516 | ManagementAndGeneral |
| Fundraising | 8275 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 734533 | Total |
| Program Services | 596010 | ProgramServices |
| Management And General | 116392 | ManagementAndGeneral |
| Fundraising | 22131 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 573669 | Total |
| Program Services | 465520 | ProgramServices |
| Management And General | 90870 | ManagementAndGeneral |
| Fundraising | 17279 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13470 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 13470 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20600 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 20600 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275557 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 275557 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95014 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 95014 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 892221 | Total |
| Program Services | 766852 | ProgramServices |
| Management And General | 125369 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 495411 | Total |
| Program Services | 445870 | ProgramServices |
| Management And General | 49541 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1186366 | Total |
| Program Services | 1067729 | ProgramServices |
| Management And General | 118637 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101679 | Total |
| Program Services | 91511 | ProgramServices |
| Management And General | 10168 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SCHOOL DEPARTMENTAL EXPENSES | 1388090 | 1356505 | 0 | 31585 |
| DESIGNATED EXPENSE OVER REVENUE | 2274534 | 2274534 | 0 | 0 |
| PROVISION FOR BAD DEBTS | 181860 | 181860 | 0 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16000829 | Total |
| Program Services | 13551488 | ProgramServices |
| Management And General | 2144649 | ManagementAndGeneral |
| Fundraising | 304692 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7325751 | BOY |
| EOY | 7793546 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1795352 | BOY |
| EOY | 1822971 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 848938 | BOY |
| EOY | 604238 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33783977 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14532390 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16800536 | BOY |
| EOY | 19251587 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16360 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216525 | BOY |
| EOY | 205342 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27003462 | BOY |
| EOY | 29677684 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 778061 | BOY |
| EOY | 967867 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6548700 | BOY |
| EOY | 6612511 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6600000 | BOY |
| EOY | 6200000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2335252 | BOY |
| EOY | 1745695 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16262013 | BOY |
| EOY | 15526073 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7403532 | BOY |
| EOY | 10575829 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3237395 | BOY |
| EOY | 3474682 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100522 | BOY |
| EOY | 101100 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10741449 | BOY |
| EOY | 14151611 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27003462 | BOY |
| EOY | 29677684 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3410162 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100522 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 578 | InvestmentEarningsOrLosses |
| End Of Year Balance | 101100 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 94967 | BeginningOfYearBalance |
| Contributions | 5020 | Contributions |
| Investment Earnings Or Losses | 535 | InvestmentEarningsOrLosses |
| End Of Year Balance | 100522 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 94481 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 486 | InvestmentEarningsOrLosses |
| End Of Year Balance | 94967 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 93993 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 488 | InvestmentEarningsOrLosses |
| End Of Year Balance | 94481 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51656 | BeginningOfYearBalance |
| Contributions | 41725 | Contributions |
| Investment Earnings Or Losses | 612 | InvestmentEarningsOrLosses |
| End Of Year Balance | 93993 | EndOfYearBalance |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3152947 | OtherCostOrOtherBasis |
| Book Value | 3152947 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23928264 | OtherCostOrOtherBasis |
| Depreciation | 9163873 | Depreciation |
| Book Value | 14764391 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6702766 | OtherCostOrOtherBasis |
| Depreciation | 5368517 | Depreciation |
| Book Value | 1334249 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19251587 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SWAP LIABILITY | Description |
| Amount | $1,745,695 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1745695 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 16309035 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 16309035 | RevenueSubtotal |
| Other Revenues Not Included | 3101956 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3101956 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19410991 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13726295 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 13726295 | ExpensesSubtotal |
| Other Expenses Not Included | 2274534 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2274534 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16000829 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt V Line 4 | ENDOWMENT FUNDS ARE SEGREGATED AND USED FOR DESIGNATED SCHOLARSHIP AND GENERAL |
| OPERATING PURPOSES BASED ON THE DESIGNATION OF THE ENDOWMENT GIFT. | |
| Pt XI Line 4b | DESIG.CONTRIB.&INT $2,512,399 + MARK TO MARKET $589,557=$3,101,956 |
| Pt XII Line 4b | DESIGNATED EXPENSE OVER REVENUE |
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 | Line 3 | Identifier |
| Explanation | PERIODIC ADVERTISEMENTS AND PROMOTIONAL PIECES IN THE NEWSPAPER | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 55185 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 55185 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 22607 | OtherDirectExpensesEvent1 |
| Name Of Event2 | TENNIS OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 12685 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 12685 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 3750 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 67870 | GrossReceiptsTotal |
| Gross Revenue Total Events | 67870 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 26357 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 26357 | DirectExpenseSummaryEvents |
| Net Income Summary | 41513 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 | BARRY GILLER | NamePerson |
| Base Compensation Filing Org | 221668 | BaseCompensationFilingOrg |
| Deferred Comp Filing Org | 16500 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 131358 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 369526 | TotalCompensationFilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Pt I Line 4b | Identifier |
| Explanation | BARRY GILLER | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | FURNITURE | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 50000 | 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 (32 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 11b | AN ELECTRONIC COPY OF THE FORM 990 IS CIRCULATED TO ALL MEMBERS OF THE |
| BOARD OF TRUSTEES FOR REVIEW. THE DISTRIBUTED COPY DOES NOT INCLUDE THE | |
| NAMES AND ADDRESSES OF THE CONTRIBUTORS LISTED ON SCHEDULE B. | |
| ALL OTHER DATA IS PRESENTED IN IT ENTIRETY. IF THERE ARE QUESTIONS | |
| OR CHANGES NEEDED, THESE ARE MADE AND A FINAL COPY OF THE FORM 990 | |
| WITHOUT CONTRIBUTOR'S NAMES AND ADDRESSES IS DISTRIBUTED TO THE BOARD. | |
| THE FORM 990 IS THEN FILED. | |
| Pt VI, Line 15a | THE BOARD OF TRUSTEES HAS A STANDING COMMITTEE, KNOWN AS THE HEAD OF SCHOOL |
| COMMITTEE ("COMMITTEE"), CHARGED WITH THE RESPONSIBILITY OF EVALUATING | |
| THE HEAD OF SCHOOL EACH YEAR. MEMBERS OF THIS COMMITTEE ARE INDEPENDENT AND ARE | |
| MADE UP OF THE BOARD'S CHAIR, VICE-CHAIR, AND OTHER LEADERS IN | |
| ACCORDANCE WITH THE SCHOOL'S BYLAWS. THIS COMMITTEE SEEKS FEEDBACK | |
| FROM A VARIETY OF CONSTITUENTS FOR EVALUATING THE HEAD OF SCHOOL'S | |
| PERFORMANCE AGAINST GOALS AND OBJECTIVES AND USES MULTIPLE POINTS OF REFERENCE | |
| FOR DETERMINING THE HEAD OF SCHOOL'S COMPENSATION. THESE SOURCES | |
| INCLUDE COMPARABLE DATA FROM EXTERNAL RESOURCES TO ASSESS COMPENSATION | |
| RELATIVE TO OTHER SIMILAR ROLES AND RESPONSIBILITIES. IN ADDITION, THE COMMITTEE | |
| PERIODICALLY ENGAGES AN OUTSIDE PROFESSIONAL TO REVIEW THE SCHOOL'S PROCESS | |
| AND TO COMPLETE A MARKET STUDY TO SUPPORT THE HEAD OF SCHOOL'S COMPENSATION. | |
| THE COMMITTEE'S WORK IS ANNUALLY REVIEWED WITH THE BOARD. | |
| Pt VI, Line 15b | 15B.OTHER KEY EMPLOYEES SALARIES AND BENEFITS ARE DETERMINED BY THE HEAD |
| OF SCHOOL BASED ON PERFORMANCE AND WITH REFERENCE DATA FROM REGIONAL | |
| AND STATE PEER SURVEYS. | |
| Pt VI, Line 12c | THE TRUSTEE COMMITTEE OF THE BOARD MEETS REGULARLY THROUGHOUT THE SCHOOL |
| YEAR AND IS RESPONSIBLE FOR REVIEWING THE ANNUAL CONFLICT OF INTEREST | |
| DISCLOSURES. THE BOARD IS RESPONSIBLE FOR ADDRESSING ANY ISSUES | |
| Form 990EZ, Part II, Line 24 | ACCOUNTS RECEIVABLE - NET PLEDGES RECEIVABLE - NET INVESTMENTS SALES TAX RECEIVABLE DEFFERED FINANCING COST |
| Form 990EZ, Part II, Line 26 | ACCOUNTS PAYABLE & ACCRUED EXPENSES DEFERRED REVENUE BONDS, MORTGAGES & OTHER NOTES |
| IDENTIFIED THROUGH THIS PROCESS. | |
| Pt VI, Line 19 | THE BYLAWS OF THE BOARD OF TRUSTEES, INCLUDING ITS CONFLICT OF INTEREST |
| POLICY, ARE AVAILABLE TO MEMBERS OF THE SCHOOL COMMUNITY | |
| UPON REQUEST |
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