ST MICHAELS COUNTRY DAY SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ST MICHAELS COUNTRY DAY SCHOOL (EIN 05-0369037)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-01
- IRS object ID
- 201330329349301003
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-01T12:46:34-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061009205 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOLDEN STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02908 | 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 | 050369037 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MICHAEL'S COUNTRY DAY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STMI | NameControl |
| Phone | 4018495970 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 RHODE ISLAND AVENUE | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WHITNEY SLADE | Name |
| Title | HEAD OF SCHOOL | Title |
| Phone | 4018495970 | Phone |
| Date Signed | 2013-01-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD SULLIVAN | Name |
| PTIN | P00059830 | PTIN |
| Phone | 4012725600 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | WHITNEY SLADE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 RHODE ISLAND AVENUE | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7715124 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STMICHAELSCOUNTRYDAY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | THE ST. MICHAEL'S COUNTRY DAY SCHOOL EMBRACES THE DUAL PURPOSE OF PROVIDING A DYNAMIC CURRICULUM AND ADDRESSING THE NEEDS OF THE INDIVIDUAL WITHIN THAT CURRICULUM AND WITHIN THE COMMUNITY AT LARGE. THE PROGRAM ENCOURAGES HIGH ACADEMIC, ARTISTIC, ATHLETIC, AND ETHICAL STANDARDS ESSENTIAL FOR SUCCESS IN A COMPLEX AND CHANGING WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 119 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 443982 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 439939 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4617939 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4827300 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 82666 | InvestmentIncomePriorYear |
| Investment Income Current Year | -2148 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 47710 | OtherRevenuePriorYear |
| Other Revenue Current Year | 72848 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5192297 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5337939 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1212986 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1134395 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2983479 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3019839 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 17121 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 106577 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1425734 | OtherExpensePriorYear |
| Other Expenses Current Year | 1289717 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5622199 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5461072 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -429902 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -123133 | RevenuesLessExpensesCY |
| Total Assets BOY | 9327466 | TotalAssetsBOY |
| Total Assets EOY | 9167719 | TotalAssetsEOY |
| Total Liabilities BOY | 1307740 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1274913 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8019726 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7892806 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ST. MICHAEL'S COUNTRY DAY SCHOOL EMBRACES THE DUAL PURPOSE OF PROVIDING A DYNAMIC CURRICULUM AND ADDRESSING THE NEEDS OF THE INDIVIDUAL WITHIN THAT CURRICULUM AND WITHIN THE COMMUNITY AT LARGE. THE PROGRAM ENCOURAGES HIGH ACADEMIC, ARTISTIC, ATHLETIC, AND ETHICAL STANDARDS ESSENTIAL FOR SUCCESS IN A COMPLEX AND CHANGING WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4059389 | Expense |
| Grants | 1134395 | Grants |
| Revenue | 4573810 | Revenue |
| Description | PROVIDING OF ELEMENTARY SCHOOL EDUCATION (GRADES PRESCHOOL THROUGH GRADE 8) SERVING APPROXIMATELY 230 STUDENTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 131933 | Expense |
| Revenue | 253490 | Revenue |
| Description | PROVISION OF SPECIAL PROGRAMS CONSISTING OF MUSIC, AFTER-SCHOOL ACTIVITIES, TUTORING, SUMMER AND THEATER CAMPS, WHICH ARE PROVIDED OUTSIDE OF REGULAR CLASS WORK, FOR APPROXIMATELY 260 STUDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4191322 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 119 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TED FERRY | NamePerson |
| Telephone Number | 4018495970 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 RHODE ISLAND AVENUE | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BETHANY DINAPOLI | ||||||
| PRESIDENT | 20.00 | X | X | 0 | 0 | 0 |
| STEVE SITRIN | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| WILLIAM BREYER | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| VIVIAN HILTON | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| REBECCA SMITH | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| DOUGLAS SPEAR | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| GAIL ALOFSIN | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| DAVID CANEPARI | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| ERIC PETERSON | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| DAVID HOWE | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| JOHN DUNN | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| JILL GUDOIAN | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| SUZI NANCE | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| ELAINE LINDH | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| GEORGE PETROVAS | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| DAVID G BAZARSKY | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| KIRTLEY CAMERON | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| ROSE DANA | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| MOLLY DE RAMEL | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| JEFFREY GORDON | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| CORY PLUMB | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| ALEXIS ROETTINGER | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| BRIAN SHANLEY | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| HOPE VAN BEUREN | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| PAUL WEBER | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| ELIZABETH WYLIE | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| WHITNEY C SLADE | ||||||
| HEAD OF SCHOOL | 60.00 | X | 171017 | 0 | 37389 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 171017 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 37389 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 15350 | GovernmentGrants |
| All Other Contributions | 424589 | AllOtherContributions |
| Total Contributions | 439939 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611110 | 4573810 | 4573810 |
| SPECIAL PROGRAMS | 611110 | 253490 | 253490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4827300 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113182 | TotalRevenueColumn |
| Exclusion | $113,182 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 20215 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 20215 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20215 | TotalRevenueColumn |
| Exclusion | $20,215 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2241075 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2356405 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -115330 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -115330 | TotalRevenueColumn |
| Exclusion | -$115,330 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 73413 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 20780 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52633 | TotalRevenueColumn |
| Exclusion | $52,633 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5337939 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4827300 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $70,700 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1134395 | Total |
| Program Services | 1134395 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211497 | Total |
| Management And General | 211497 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2194307 | Total |
| Program Services | 1597626 | ProgramServices |
| Management And General | 543343 | ManagementAndGeneral |
| Fundraising | 53338 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89854 | Total |
| Program Services | 72646 | ProgramServices |
| Management And General | 15423 | ManagementAndGeneral |
| Fundraising | 1785 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328186 | Total |
| Program Services | 270304 | ProgramServices |
| Management And General | 44336 | ManagementAndGeneral |
| Fundraising | 13546 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195995 | Total |
| Program Services | 148878 | ProgramServices |
| Management And General | 43095 | ManagementAndGeneral |
| Fundraising | 4022 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15959 | Total |
| Management And General | 15959 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47393 | Total |
| Management And General | 47393 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17121 | Total |
| Fundraising | 17121 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17860 | Total |
| Management And General | 17860 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44996 | Total |
| Program Services | 44996 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64900 | Total |
| Program Services | 33627 | ProgramServices |
| Management And General | 27726 | ManagementAndGeneral |
| Fundraising | 3547 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31079 | Total |
| Management And General | 31079 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87238 | Total |
| Program Services | 81131 | ProgramServices |
| Management And General | 4362 | ManagementAndGeneral |
| Fundraising | 1745 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20947 | Total |
| Program Services | 20947 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341468 | Total |
| Program Services | 317565 | ProgramServices |
| Management And General | 17073 | ManagementAndGeneral |
| Fundraising | 6830 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52575 | Total |
| Program Services | 52575 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | 150638 | 145572 | 3619 | 1447 |
| PARENTS' ASSOCIATION SP | 76677 | 76677 | ||
| CAMPS, TUTORS, BUSING & | 70405 | 70405 | ||
| OTHER OPERATING EXPENSE | 53642 | 33141 | 19827 | 674 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213940 | Total |
| Program Services | 90837 | ProgramServices |
| Management And General | 120581 | ManagementAndGeneral |
| Fundraising | 2522 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5461072 | Total |
| Program Services | 4191322 | ProgramServices |
| Management And General | 1163173 | ManagementAndGeneral |
| Fundraising | 106577 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40389 | BOY |
| EOY | 99966 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44611 | BOY |
| EOY | 32235 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1250 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161668 | BOY |
| EOY | 169581 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100983 | BOY |
| EOY | 74900 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10580832 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3652242 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7141984 | BOY |
| EOY | 6928590 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1837831 | BOY |
| EOY | 1861197 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9327466 | BOY |
| EOY | 9167719 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 501686 | BOY |
| EOY | 428827 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281532 | BOY |
| EOY | 301522 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 524522 | BOY |
| EOY | 544564 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1307740 | BOY |
| EOY | 1274913 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6136938 | BOY |
| EOY | 6007554 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188164 | BOY |
| EOY | 188078 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1694624 | BOY |
| EOY | 1697174 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8019726 | BOY |
| EOY | 7892806 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9327466 | BOY |
| EOY | 9167719 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -123133 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3787 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1790891 | BeginningOfYearBalance |
| Contributions | 2550 | Contributions |
| Investment Earnings Or Losses | -21761 | InvestmentEarningsOrLosses |
| Other Expenditures | 55481 | OtherExpenditures |
| End Of Year Balance | 1716199 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1709831 | BeginningOfYearBalance |
| Contributions | 538 | Contributions |
| Investment Earnings Or Losses | 138428 | InvestmentEarningsOrLosses |
| Other Expenditures | 57906 | OtherExpenditures |
| End Of Year Balance | 1790891 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 383558 | BeginningOfYearBalance |
| Contributions | 1319484 | Contributions |
| Investment Earnings Or Losses | 14307 | InvestmentEarningsOrLosses |
| Other Expenditures | 7518 | OtherExpenditures |
| End Of Year Balance | 1709831 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 446821 | BeginningOfYearBalance |
| Contributions | 4498 | Contributions |
| Investment Earnings Or Losses | -58778 | InvestmentEarningsOrLosses |
| Other Expenditures | 8983 | OtherExpenditures |
| End Of Year Balance | 383558 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.98850 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01150 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 81955 | InvestmentCostOrOtherBasis |
| Book Value | 81955 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 9454969 | InvestmentCostOrOtherBasis |
| Depreciation | 2874176 | Depreciation |
| Book Value | 6580793 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 384870 | InvestmentCostOrOtherBasis |
| Depreciation | 293953 | Depreciation |
| Book Value | 90917 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 659038 | InvestmentCostOrOtherBasis |
| Depreciation | 484113 | Depreciation |
| Book Value | 174925 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6928590 | TotalOfBookValueLandBuildings |
| Total Revenue | 5337939 | TotalRevenue |
| Total Expenses | 5461072 | TotalExpenses |
| Excess Or Deficit For Year | -123133 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3787 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -3787 | TotalAdjustments |
| Excess Or Deficit Per FS | -126920 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4435694 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3787 | NetUnrealizedGainsInvestments |
| Other Revenues | 20780 | OtherRevenues |
| Revenue Not Rptd F990 | 16993 | RevenueNotRptdF990 |
| Revenue Subtotal | 4418701 | RevenueSubtotal |
| Investment Expenses Not Included | 17860 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 901378 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 919238 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5337939 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4562614 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 20780 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 20780 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4541834 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 17860 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 901378 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 919238 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5461072 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED FOR THE MAINTENANCE OF THE VAN BEUREN BUILDING AND HILL HOUSE, NEED-BASED SCHOLARSHIPS, PROFESSIONAL DEVELOPMENT FOR TEACHERS IN THE STUDY OF ALTERNATIVE LEARNING METHODS, AND FACULTY ENRICHMENT BEYOND THE CLASSROOM. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL ADOPTED GUIDANCE IN ASC 740, INCOME TAXES, RELATING TO UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES A TWO STEP PROCESS FOR THE MEASUREMENT OF UNCERTAIN TAX POSITIONS THAT HAVE BEEN TAKEN OR ARE EXPECTED TO BE TAKEN ON A TAX RETURN. THE FIRST STEP IS A DETERMINATION OF WHETHER THE TAX POSITION SHOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SECOND STEP DETERMINES THE MEASUREMENT OF THE TAX POSITION. SUCH POSITIONS FOR A NONPROFIT CORPORATION WOULD INCLUDE THE NONPROFIT ORGANIZATIONS STATUS AS AN EXEMPT ENTITY, WHETHER THE ORGANIZATIONS ACTIVITIES ARE RELATED TO ITS TAX-EXEMPT PURPOSE AND, IF APPLICABLE, HOW THE ORGANIZATION ALLOCATES REVENUE AND EXPENSES BETWEEN EXEMPT PURPOSE AND UNRELATED BUSINESS ACTIVITIES. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION OF SUCH TAX POSITIONS, CLASSIFICATION, POTENTIAL INTEREST AND PENALTIES, AND DISCLOSURE. NO UNCERTAIN TAX POSITIONS WITHIN THE SCOPE OF ASC 740 EXIST AS OF THE YEAR ENDED JUNE 30, 2012. THE SCHOOL REPORTS TAX-RELATED INTEREST AND PENALTIES, IF ANY, AS A COMPONENT OF INCOME TAX EXPENSE. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 20,780. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 901,378. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 20,780. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 901,378. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | POLICY IS DESCRIBED IN ALL MEDIA, INTERVIEWS, BROCHURES, APPLICATIONS, ADMISSIONS AND ASSISTANCE MATERIAL |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | DURING THE 2011-12 SCHOOL YEAR, ST. MICHAEL'S COUNTRY DAY SCHOOL RECEIVED $15,350 OF TITLE II AID FROM THE CITY OF NEWPORT, RI FOR EDUCATIONAL CONSULTANTS, CONFERENCES, MEMBERSHIPS AND WORKSHOPS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAQUES & COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 254 BAY ROAD | AddressLine1 |
| City | SOUTH HAMILTON | City |
| State | MA | State |
| ZIP Code | 01982 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DEVELOPMENT PROGRAM COUNSEL REGARDING FUNDRAISING ACTIVITIES | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 17121 | AmountRetainedByContractor |
| Net To Organization | -17121 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 17121 | TotalRetainedByContractors |
| Total Net To Organization | -17121 | TotalNetToOrganization |
| Licensed States | RI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | HOUSE TOURS | NameOfEvent1 |
| Gross Receipts Event1 | 48494 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 48494 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 12707 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CHRISTMAS SHOP | NameOfEvent2 |
| Gross Receipts Event2 | 7572 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 7572 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 1293 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 7 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 17347 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 17347 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 6780 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 73413 | GrossReceiptsTotal |
| Gross Revenue Total Events | 73413 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 20780 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 20780 | DirectExpenseSummaryEvents |
| Net Income Summary | 52633 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|
| NEED BASED FINANCIAL AID | 79 | 901378 | NEED BASED TUITION ASSISTANCE |
| TUITION REMISSION | 16 | 233017 | TUITION REMISSION |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART I, LINE 2 | Identifier |
| Explanation | THE FINANCIAL AID AWARDS ARE CREDITED TO THE STUDENT'S ACCOUNT THROUGH THE STUDENT BILLING SOFTWARE IN THE BUSINESS OFFICE. FOR RECIPIENTS OF NEED-BASED FINANCIAL AID, THE SCHOOL USES SSS AS A GUIDE AND REQUIRES 2 YEARS OF INCOME TAX RETURNS. TO BE ELIGIBLE FOR TUITION REMISSION, EMPLOYEES MUST BE FULL TIME AND HAVE WORKED AT THE SCHOOL FOR AT LEAST ONE YEAR. REMISSION IS GRANTED TO A MAXIMUM OF 2 OF THE EMPLOYEES' CHILDREN | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WHITNEY C SLADE | NamePerson |
| Base Compensation Filing Org | 171017 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 7713 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 29676 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 208406 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO THE RETURN BEING FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS OVERSEEN BY THE CHAIR OF THE COMMITTEE ON TRUSTEES. ANY POTENTIAL CONFLICT WOULD BE REVIEWED WITH THE BOARD MEMBER. IF A CONFLICT WAS JUDGED TO EXIST, HE/SHE WOULD BE ADVISED TO RECUSE THEMSELF FROM DISCUSSION AND VOTING ON ANY RELATED ISSUE. IF THE CONFLICT IS SEVERE, THE INDIVIDUAL WOULD BE ADVISED TO RECUSE HIMSELF FROM THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS COMPARES THE COMPENSATION OF KEY INDIVIDUALS TO COMPENSATION PAID TO INDIVIDUALS IN SIMILAR POSITIONS AT SIMILAR-SIZED SCHOOLS. THE RESULTS OF THE COMMITTEE ARE REPORTED TO THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,787. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2C | THE SCHOOL'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. |
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