SCHOOL YEAR ABROAD INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SCHOOL YEAR ABROAD INC (EIN 04-2589375)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-13
- IRS object ID
- 201330449349301183
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T14:11:06-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020476956 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYLER SIMMS & STSAUVEUR CPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MORGAN DRIVE | AddressLine1 |
| City | LEBANON | City |
| State | NH | State |
| ZIP Code | 03766 | 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 | 042589375 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOOL YEAR ABROAD INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHO | NameControl |
| Phone | 9787256828 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 439 SOUTH UNION STREET | AddressLine1 |
| City | LAWRENCE | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN E CREEDEN | Name |
| Title | PRESIDENT | Title |
| Phone | 9787256828 | Phone |
| Date Signed | 2013-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES N GODFREY CPA | Name |
| PTIN | P00913422 | PTIN |
| Phone | 6036530044 | Phone |
| Date Prepared | 2013-02-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN E CREEDEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 439 SOUTH UNION STREET | AddressLine1 |
| City | LAWRENCE | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15910571 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SYA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE EDUCATIONAL OPPORTUNITIES TO HIGH SCHOOL STUDENTS BY ALLOWING THEM TO LIVE AND STUDY ABROAD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 64 | TotalNbrEmployees |
| Total Nbr Volunteers | 350 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1780355 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2427552 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12425651 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12921434 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 136622 | InvestmentIncomePriorYear |
| Investment Income Current Year | 248579 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6050 | OtherRevenuePriorYear |
| Other Revenue Current Year | 302501 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14348678 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15900066 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3359920 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3185348 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6140096 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5260248 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 549982 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5594727 | OtherExpensePriorYear |
| Other Expenses Current Year | 5355449 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15094743 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13801045 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -746065 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2099021 | RevenuesLessExpensesCY |
| Total Assets BOY | 14794134 | TotalAssetsBOY |
| Total Assets EOY | 17693452 | TotalAssetsEOY |
| Total Liabilities BOY | 3879414 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5006703 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10914720 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12686749 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE EDUCATIONAL OPPORTUNITIES TO HIGH SCHOOL STUDENTS ALLOWING THEM TO LIVE IN EITHER CHINA, SPAIN, ITALY, VIETNAM, OR FRANCE FOR AN ENTIRE YEAR, FOR A SEMESTER, OR FOR A SUMMER WHILE EARNING US GRADUATION CREDITS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 11059494 | Expense |
| Grants | 3185348 | Grants |
| Revenue | 13223935 | Revenue |
| Description | SCHOOL YEAR ABROAD, INC PROVIDED EDUCATIONAL OPPORTUNITIES TO HIGH SCHOOL STUDENTS BY SENDING THEM OVERSEAS TO STUDY AT ONE OF FIVE SCHOOLS IN CHINA, FRANCE, ITALY, VIETNAM, OR SPAIN. DURING THE 2011-2012 SCHOOL YEAR, 249 STUDENTS STUDIED AT ONE OF OUR CAMPUSES IN CHINA, FRANCE, ITALY, VIETNAM, AND SPAIN, AND 108 ATTENDED SUMMER PROGRAMS IN FRANCE, CHINA, AND SPAIN. | Description |
| Total Program Service Expense | 11059494 | 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 | 1 | 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 | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 64 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Name Of Foreign Country | CH | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Name Of Foreign Country | JA | NameOfForeignCountry |
| Name Of Foreign Country | VM | NameOfForeignCountry |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JONATHAN DOUGLAS | NamePerson |
| Telephone Number | 9787256828 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 439 SOUTH UNION STREET | AddressLine1 |
| City | LAWRENCE | City |
| State | MA | State |
| ZIP Code | 01843 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| BRYAN GARMAN | ||||||||
| VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 | ||
| COREEN HESTER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DOUGLAS RENFIELD-MILLER | ||||||||
| CHAIR | 5.00 | X | X | 0 | 0 | 0 | ||
| JAYE MORENCY | ||||||||
| TRUSTEE | 2.00 | X | X | 0 | 0 | 0 | ||
| KRISTIN LUND VOSMIK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARGARET CONKLIN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| NATALIA BULGARI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PAUL CHAPMAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT SCHILLER | ||||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | ||
| TOM FARQUHAR | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| AMICLAIRE ROCHE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM GRIDLEY | ||||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | ||
| FRANK LANE HEARD | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| TOM HASSAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CARLOS ALVAREZ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOHN CREEDEN | ||||||||
| SCHOOL PRESIDENT | 50.00 | X | 103129 | 0 | 21789 | |||
| JONATHAN DOUGLAS | ||||||||
| DIRECTOR OF FINANCE | 40.00 | X | 90962 | 0 | 23176 | |||
| NELSON CHASE | ||||||||
| EXECUTIVE DIRECTOR | 50.00 | 148707 | 0 | 35793 | X | |||
| DENIS BROCHU | ||||||||
| RESIDENT DIRECTOR | 40.00 | 103403 | 0 | 34157 | X | |||
| LYNN NATHANSON | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 115500 | 0 | 15588 | X | |||
| WOODRUFF W HALSEY II | ||||||||
| FORMER PRESIDENT | 0.00 | 265423 | 0 | 49482 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 827124 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 179985 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 2427552 | AllOtherContributions |
| Noncash Contributions | 95732 | NoncashContributions |
| Total Contributions | 2427552 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 12808934 | 12808934 |
| SCHOOL MEMBER FEES | 611710 | 112500 | 112500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12921434 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 225323 | TotalRevenueColumn |
| Exclusion | $225,323 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33761 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 10505 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33761 | Securities |
| Other | -10505 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23256 | TotalRevenueColumn |
| Exclusion | $23,256 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FOREIGN CURRENCY ADJUS | 900099 | 183975 | 183975 |
| MISCELLANEOUS INCOME | 900099 | 118526 | 118526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 302501 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15900066 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13223935 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $248,579 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3185348 | Total |
| Program Services | 3185348 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394334 | Total |
| Management And General | 394334 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3637533 | Total |
| Program Services | 2593940 | ProgramServices |
| Management And General | 725581 | ManagementAndGeneral |
| Fundraising | 318012 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 896044 | Total |
| Program Services | 834592 | ProgramServices |
| Fundraising | 61452 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332337 | Total |
| Program Services | 170057 | ProgramServices |
| Management And General | 124584 | ManagementAndGeneral |
| Fundraising | 37696 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79130 | Total |
| Program Services | 72737 | ProgramServices |
| Management And General | 6393 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45977 | Total |
| Program Services | 17920 | ProgramServices |
| Management And General | 28057 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14384 | Total |
| Management And General | 14384 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91775 | Total |
| Program Services | 458 | ProgramServices |
| Management And General | 91317 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162252 | Total |
| Program Services | 52033 | ProgramServices |
| Management And General | 104126 | ManagementAndGeneral |
| Fundraising | 6093 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 609364 | Total |
| Program Services | 438126 | ProgramServices |
| Management And General | 128428 | ManagementAndGeneral |
| Fundraising | 42810 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1225063 | Total |
| Program Services | 1084979 | ProgramServices |
| Management And General | 140084 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30057 | Total |
| Program Services | 30057 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220803 | Total |
| Program Services | 220803 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262616 | Total |
| Program Services | 151738 | ProgramServices |
| Management And General | 110878 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| HOUSING | 1720833 | 1720833 | ||
| EQUIPMENT AND FURNITURE | 194226 | 99542 | 94684 | |
| MEALS | 188732 | 188732 | ||
| ALUMNI DEVELOPMENT | 154018 | 70693 | 83325 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356219 | Total |
| Program Services | 197599 | ProgramServices |
| Management And General | 158026 | ManagementAndGeneral |
| Fundraising | 594 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13801045 | Total |
| Program Services | 11059494 | ProgramServices |
| Management And General | 2191569 | ManagementAndGeneral |
| Fundraising | 549982 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438318 | BOY |
| EOY | 1014717 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20806 | BOY |
| EOY | 1786929 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464574 | BOY |
| EOY | 310439 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68027 | BOY |
| EOY | 35557 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188652 | BOY |
| EOY | 175000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203548 | BOY |
| EOY | 154729 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5782542 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1503426 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4054756 | BOY |
| EOY | 4279116 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4380184 | BOY |
| EOY | 4325317 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4975269 | BOY |
| EOY | 5611648 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14794134 | BOY |
| EOY | 17693452 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1004567 | BOY |
| EOY | 779156 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1041714 | BOY |
| EOY | 2959035 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1833133 | BOY |
| EOY | 1268512 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3879414 | BOY |
| EOY | 5006703 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8664087 | BOY |
| EOY | 10488257 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1198219 | BOY |
| EOY | 118871 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1052414 | BOY |
| EOY | 2079621 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10914720 | BOY |
| EOY | 12686749 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14794134 | BOY |
| EOY | 17693452 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2099021 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -326992 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 9460453 | BeginningOfYearBalance |
| Contributions | 1032207 | Contributions |
| Investment Earnings Or Losses | -38209 | InvestmentEarningsOrLosses |
| Other Expenditures | 485261 | OtherExpenditures |
| End Of Year Balance | 9969190 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8681941 | BeginningOfYearBalance |
| Contributions | 100000 | Contributions |
| Investment Earnings Or Losses | 1533260 | InvestmentEarningsOrLosses |
| Other Expenditures | 838934 | OtherExpenditures |
| Administrative Expenses | 15814 | AdministrativeExpenses |
| End Of Year Balance | 9460453 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8967835 | BeginningOfYearBalance |
| Contributions | 8338 | Contributions |
| Investment Earnings Or Losses | 1088408 | InvestmentEarningsOrLosses |
| Other Expenditures | 3161148 | OtherExpenditures |
| Administrative Expenses | 21492 | AdministrativeExpenses |
| End Of Year Balance | 8681941 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11159566 | BeginningOfYearBalance |
| Contributions | 7818 | Contributions |
| Investment Earnings Or Losses | -1689458 | InvestmentEarningsOrLosses |
| Other Expenditures | 477993 | OtherExpenditures |
| Administrative Expenses | 32098 | AdministrativeExpenses |
| End Of Year Balance | 8967835 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.78270 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.20860 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00870 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3091341 | OtherCostOrOtherBasis |
| Depreciation | 294994 | Depreciation |
| Book Value | 2796347 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1989565 | OtherCostOrOtherBasis |
| Depreciation | 733714 | Depreciation |
| Book Value | 1255851 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 701636 | OtherCostOrOtherBasis |
| Depreciation | 474718 | Depreciation |
| Book Value | 226918 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4279116 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER SECURITIES | Description |
| Book Value | 5611648 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5611648 | TotalOfBookValueSecurities |
| Total Revenue | 15900066 | TotalRevenue |
| Total Expenses | 13801045 | TotalExpenses |
| Excess Or Deficit For Year | 2099021 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -267719 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | -59272 | PriorPeriodAdjustments |
| Other | -$1 | OtherAmount |
| Total Adjustments | -326992 | TotalAdjustments |
| Excess Or Deficit Per FS | 1772029 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11236060 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -267719 | NetUnrealizedGainsInvestments |
| Other Revenues | -3185348 | OtherRevenues |
| Revenue Not Rptd F990 | -3453067 | RevenueNotRptdF990 |
| Revenue Subtotal | 14689127 | RevenueSubtotal |
| Investment Expenses Not Included | 14384 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1196555 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1210939 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15900066 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9990495 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9990495 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 14384 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3796166 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3810550 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13801045 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT IS A FINANCIAL CUSHION THAT WOULD ALLOW SYA TO WITHSTAND THE SHOCK OF A DRAMATIC DROP IN THE VALUE OF THE U.S. DOLLAR OR IN A DECREASE IN ENROLLMENT RESULTING FROM INTERNATIONAL TERRORISM OR ECONOMIC CRISIS. IT IS ALSO A POTENTIAL SOURCE OF A REAL ESTATE DOWN PAYMENT, AND/OR A CONVINCING INDICATOR OF SYA'S FINANCIAL WELL-BEING SHOULD THE TRUSTEES DECIDE TO BUY A BUILDING AT HOME OR ABROAD. THE ENDOWMENT, ALONG WITH OTHER ASSETS, IS CONCRETE EVIDENCE THAT SYA IS A ROBUST AND INDEPENDENT INSTITUTION, NOT A LEGAL SHELL OR MERE ADJUNCT PROGRAM OF THE SCHOOLS THAT FOUNDED IT. THE ENDOWMENT IS A SOURCE OF INCOME (I) TO SUPPORT FINANCIAL AID AND OTHER OPERATING EXPENSES, (II) TO EXPAND ITS PROGRAM IN NEW VENUES ABROAD, AND (III) TO ENHANCE ITS RECOGNITION AMOUNG SCHOOLS IN THE UNITED STATES THAT SUPPLY APPLICANTS FOR THE PROGRAM. THE ENDOWMENT ALSO OFFERS A HOME FOR RESTRICTED GIFTS OF ALL KINDS, INCREASING THE VALUE OF THE ENDOWMENT WILL HELP SYA ADVANCE ITS MISSION. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ROUNDING -1. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -3,185,348. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DISCONTINUED OPERATIONS 401,689. NON-OPERATING CONTRIBUTIONS 621,396. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -10,505. FOREIGN EXCHANGE ADJUSTMENT 183,975. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 3,185,348. DISCONTINUED OPERATIONS 610,819. ROUNDING -1. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION: | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | THE POLICY IS INCLUDED IN THE INSTRUCTIONS GIVEN TO COORDINATORS AT MEMBER SCHOOLS | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| FRANCE | 1 | 16 | PROGRAM SERVICE | OPERATION OF SCHOOL AND RELATED ACTIVITIES | 1824070 |
| SPAIN | 1 | 12 | PROGRAM SERVICE | OPERATION OF SCHOOL AND RELATED ACTIVITIES | 1860437 |
| CHINA | 1 | 15 | PROGRAM SERVICE | OPERATION OF SCHOOL AND RELATED ACTIVITIES | 1320481 |
| ITALY | 1 | 14 | PROGRAM SERVICE | OPERATION OF SCHOOL AND RELATED ACTIVITIES | 1565124 |
| VIETNAM | 1 | 8 | PROGRAM SERVICE | OPERATION OF SCHOOL AND RELATED ACTIVITIES; PROGRAM SUSPENSION COSTS | 479602 |
| JAPAN | 1 | 1 | PROGRAM SERVICE | PROGRAM SUSPENSION COSTS | 131217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 6 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 66 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 6 | TotalNumberOfOffices |
| Total Number Of Employees | 66 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 7180931 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 7180931 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 119 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 3185348 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHOLARSHIP GRANTS ARE AWARDED TO STUDENTS AS A DISCOUNT ON THEIR TUITION. ALL SUCH GRANTS ARE AWARDED UPON COMPLETION OF THE SSS APPLICATION AND SUBMISSION OF INCOME TAX DOCUMENTS. NO CASH IS GIVEN DIRECTLY TO AN INDIVIDUAL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NELSON CHASE | |||||||||||||
| 148707 | 0 | 0 | 0 | 0 | 0 | 17845 | 0 | 17948 | 0 | 184500 | 0 | 0 | 0 |
| WOODRUFF W HALSEY II | |||||||||||||
| 265423 | 0 | 0 | 0 | 0 | 0 | 31851 | 0 | 17631 | 0 | 314905 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | TRAVAL EXPENSES FOR BONA FIDE BUSINESS PURPOSES ON BEHALF OF A FAMILY MEMBER OF NELSON CHASE AND JOHN CREEDEN CAN BE PAID BY THE SCHOOL. HOUSING IS PROVIDED TO THE RESIDENT DIRECTOR AS A REQUIREMENT OF HIS JOB. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JACK CREEDEN | NamePerson |
| Purpose Of Loan | PERSONAL HOME MORTGAGE PAYMENT AND ASSISTANCE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $175,000 | OriginalPrincipalAmount |
| Balance Due | 175000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 175000 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 95732 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | STOCK GIFTS RECEIVED ARE PROCESSED AND SOLD BY THE SCHOOL'S CUSTODIAL FINANCIAL INSTITUTION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | DURING FISCAL YEAR 2011, THE SCHOOL'S BOARD OF TRUSTEES AND MANAGEMENT MADE THE DETERMINATION TO CEASE OPERATIONS IN JAPAN FOR THE FISCAL YEAR 2012 SCHOOL YEAR. DURING FISCAL YEAR 2012, THE SCHOOL'S BOARD OF TRUSTEES AND MANAGEMENT MADE THE DETERMINATION TO CEASE OPERATIONS IN VIETNAM FOR THE FISCAL YEAR 2013 SCHOOL YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS DISTRIBUTED ELECTRONICALLY TO BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. ANY QUESTIONS OR COMMENTS ARE ADDRESSED ACCORDINGLY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST DISCLOSURES ARE DISTRIBUTED AND SIGNED ON AN ANNUAL BASIS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | WAGES ARE COMPARED AGAINST NATIONAL AND REGIONAL DATA PROVIDED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. | |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -267,719. PRIOR PERIOD ADJUSTMENTS: -59,272. ROUNDING -1. TOTAL TO FORM 990, PART XI, LINE 5: -326,992. |
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