EPISCOPAL SCHOOL OF JACKSONVILLE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL SCHOOL OF JACKSONVILLE INC (EIN 59-1147278)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201331359349305218
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T12:36:04-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590602635 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMOAK DAVIS & NIXON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5011 GATE PARKWAY BLDG 100 STE 300 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322560562 | 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 | 591147278 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL SCHOOL OF JACKSONVILLE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EPIS | NameControl |
| Phone | 9043965751 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 ATLANTIC BOULEVARD | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32207 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHANIE BROWN | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 9043965751 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT T LOVERICH | Name |
| PTIN | P00218080 | PTIN |
| Phone | 9043965831 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHANIE BROWN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 ATLANTIC BOULEVARD | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21132682 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ESJ.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF EPISCOPAL SCHOOL OF JACKSONVILLE IS TO PROVIDE A SUPERIOR COLLEGE-PREPARATORY EDUCATION IN AN ENVIRONMENT MARKED BY HIGH EXPECTATION, CHRISTIAN NURTURE, AND SOCIAL ADVERSITY. THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S FACULTY SEEKS TO INSTILL IN EACH STUDENT INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, RESPONSIBLE LEADERSHIP, AND A COMMITTMENT TO COMMUNITY SERVICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 352 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1945490 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1198446 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16611816 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17199976 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 294961 | InvestmentIncomePriorYear |
| Investment Income Current Year | 257779 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 115945 | OtherRevenuePriorYear |
| Other Revenue Current Year | 118417 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18968212 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18774618 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2228957 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2572594 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10320406 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10406183 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 43757 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6151212 | OtherExpensePriorYear |
| Other Expenses Current Year | 6338344 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18700575 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19317121 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 267637 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -542503 | RevenuesLessExpensesCY |
| Total Assets BOY | 46151614 | TotalAssetsBOY |
| Total Assets EOY | 44780748 | TotalAssetsEOY |
| Total Liabilities BOY | 17393273 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16807947 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28758341 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 27972801 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF EPISCOPAL SCHOOL OF JACKSONVILLE IS TO PROVIDE A SUPERIOR COLLEGE-PREPARATORY EDUCATION IN AN ENVIRONMENT MARKED BY HIGH EXPECTATION, CHRISTIAN NURTURE, AND SOCIAL ADVERSITY. THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S FACULTY SEEKS TO INSTILL IN EACH STUDENT INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, RESPONSIBLE LEADERSHIP, AND A COMMITTMENT TO COMMUNITY SERVICE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9992542 | Expense |
| Revenue | 16551336 | Revenue |
| Description | THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S EXCELLENT FACULTY ENGAGES THE TOTAL STUDENT IN INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, UNSELFISH LEADERSHIP, AND COMMUNITY SERVICE. | Description |
| Total Program Service Expense | 9992542 | 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 | 0 | 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | 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 | 1 | 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 | 1 | 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 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 352 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| 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 | 1 | 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 | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHANIE BROWN CFO | NamePerson |
| Telephone Number | 9043965751 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 ATLANTIC BLVD | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| JAMES F BAILEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| OLIVER J BARAKAT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA BLANCHARD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD E BURR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN D BUSEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT M CLEMENTS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |
| JOHN W DONAHOO III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS DONAHOO JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL O GAYLE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE W GIBBS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN JANGRO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |
| RICHARD H JONES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WYNDEL LAPRADE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JANET DAVIS OWEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DERRICK W SMITH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN STROM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |
| HERSCHEL T VINYARD JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALONZO WALTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THE RIGHT REV SAMUEL J HOWARD | |||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | ||
| NIELS P MURPHY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JILL L DAME | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANGELA COREY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THE VERY REVERAND KATHERINE MOOREHE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |
| RICK ALEXANDER | |||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | ||
| PRESTON HASKELL III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HELEN ROWAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DALE D REGAN - DECEASED | |||||||
| FORMER HEAD OF SCHOOL | 40.00 | 265385 | 0 | 140320 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 265385 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 140320 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ELKINS CONSTRUCTORS INC | |||||
| 701 WEST ADAMS ST | JACKSONVILLE | FL | 32204 | BUILDING GENERAL CONTRACTORS | 738500 |
| SODEXHO | |||||
| 3030 HARTLEY RD | JACKSONVILLE | FL | 32257 | CAFETERIA MANAGEMENT SERVICES | 706069 |
| WW GAY MECHANICAL CONTRACTORS | |||||
| 524 STOCKTON ST | JACKSONVILLE | FL | 32204 | HVAC REPLACEMENT | 242797 |
| WEISER SECURITY SERVICES INC | |||||
| PO BOX 51720 | NEW ORLEANS | LA | 70151 | GROUNDS SECURITY SERVICES | 146353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 79002 | FundraisingEvents |
| All Other Contributions | 1119444 | AllOtherContributions |
| Noncash Contributions | 48691 | NoncashContributions |
| Total Contributions | 1198446 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| STUDENT FEES | 611710 | 15979361 | 15979361 | |
| CAFETERIA SALES | 722210 | 695372 | $695,372 | |
| SWIM PROGRAM | 913940 | 376590 | 376590 | |
| SUMMER SCHOOL TUITION | 611710 | 58835 | 58835 | |
| SUMMER CAMP INCOME | 611710 | 57734 | 57734 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32084 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32084 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17199976 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 207246 | TotalRevenueColumn |
| Exclusion | $207,246 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 17928 | 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 | 17928 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17928 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17928 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1986396 | Securities |
| Other | 30400 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1897342 | Securities |
| Other | 68921 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 89054 | Securities |
| Other | -38521 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50533 | TotalRevenueColumn |
| Exclusion | $50,533 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 79002 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 42170 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -42170 | TotalRevenueColumn |
| Exclusion | -$42,170 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 477888 | GrossSalesOfInventory |
| Cost Of Goods Sold | 349631 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 128257 | TotalRevenueColumn |
| Exclusion | $128,257 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 14402 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14402 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14402 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18774618 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16536934 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,039,238 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2572594 | Total |
| Program Services | 2572594 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8324929 | Total |
| Program Services | 5279726 | ProgramServices |
| Management And General | 3045203 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378807 | Total |
| Management And General | 378807 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1113150 | Total |
| Program Services | 4884 | ProgramServices |
| Management And General | 1108266 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 589297 | Total |
| Program Services | 385308 | ProgramServices |
| Management And General | 203989 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35200 | Total |
| Management And General | 35200 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10166 | Total |
| Management And General | 10166 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169610 | Total |
| Management And General | 169610 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51715 | Total |
| Program Services | 7035 | ProgramServices |
| Management And General | 44680 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1036434 | Total |
| Program Services | 836339 | ProgramServices |
| Management And General | 170333 | ManagementAndGeneral |
| Fundraising | 29762 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174797 | Total |
| Program Services | 165913 | ProgramServices |
| Management And General | 8884 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1916242 | Total |
| Program Services | 54348 | ProgramServices |
| Management And General | 1861894 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27364 | Total |
| Program Services | 9815 | ProgramServices |
| Management And General | 5574 | ManagementAndGeneral |
| Fundraising | 11975 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9928 | Total |
| Program Services | 5281 | ProgramServices |
| Management And General | 4647 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18947 | Total |
| Program Services | 7803 | ProgramServices |
| Management And General | 11144 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258475 | Total |
| Management And General | 258475 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1612612 | Total |
| Management And General | 1612612 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 502427 | 194753 | 307674 | |
| DEPARTMENTAL EXPENSES | 424949 | 424949 | ||
| DUES | 41867 | 39847 | 2020 | |
| GRADUATION | 38759 | 38759 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8852 | Total |
| Program Services | 5035 | ProgramServices |
| Management And General | 3817 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19317121 | Total |
| Program Services | 9992542 | ProgramServices |
| Management And General | 9280822 | ManagementAndGeneral |
| Fundraising | 43757 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3679464 | BOY |
| EOY | 3738799 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121529 | BOY |
| EOY | 2020127 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1161707 | BOY |
| EOY | 682664 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4009280 | BOY |
| EOY | 4470625 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 373563 | BOY |
| EOY | 350639 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251830 | BOY |
| EOY | 288180 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 45289691 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19874777 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26309617 | BOY |
| EOY | 25414914 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10244624 | BOY |
| EOY | 7814800 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46151614 | BOY |
| EOY | 44780748 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1079604 | BOY |
| EOY | 842077 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7534910 | BOY |
| EOY | 7708426 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8605000 | BOY |
| EOY | 8095000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38784 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134975 | BOY |
| EOY | 162444 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17393273 | BOY |
| EOY | 16807947 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28668239 | BOY |
| EOY | 27762162 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90102 | BOY |
| EOY | 210639 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28758341 | BOY |
| EOY | 27972801 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46151614 | BOY |
| EOY | 44780748 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -542503 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -243037 | 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 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1982537 | OtherCostOrOtherBasis |
| Book Value | 1982537 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34478870 | OtherCostOrOtherBasis |
| Depreciation | 13816453 | Depreciation |
| Book Value | 20662417 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4778240 | OtherCostOrOtherBasis |
| Depreciation | 4050094 | Depreciation |
| Book Value | 728146 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4050044 | OtherCostOrOtherBasis |
| Depreciation | 2008230 | Depreciation |
| Book Value | 2041814 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25414914 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ROCKPOINT REAL ESTATE FUND II | 141660 | F |
| POINTER MANAGEMENT LP | 1085292 | F |
| VARIOUS OTHER FUNDS | 177819 | F |
| LONGLEAF PARTNERS FUNDS | 421837 | F |
| UBS FUNDS | 4490800 | F |
| DAVIS FUNDS | 1497392 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7814800 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO STUDENT ACTIVITIES | Description |
| Amount | $162,444 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 162444 | TotalOfAmounts |
| Total Revenue | 18774618 | TotalRevenue |
| Total Expenses | 19317121 | TotalExpenses |
| Excess Or Deficit For Year | -542503 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -243037 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -243037 | TotalAdjustments |
| Excess Or Deficit Per FS | -785540 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18950135 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -243037 | NetUnrealizedGainsInvestments |
| Other Revenues | 418554 | OtherRevenues |
| Revenue Not Rptd F990 | 175517 | RevenueNotRptdF990 |
| Revenue Subtotal | 18774618 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18774618 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19735675 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 418554 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 418554 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19317121 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 19317121 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD - BOOKSTORE 349,631. COST BASIS OF ASSETS SOLD 68,923. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD - BOOKSTORE 349,631. COST BASIS OF ASSETS SOLD 68,923. |
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 | WRITTEN MATERIAL FROM ADMISSIONS CONTAINS THE NON-DISCRIMATORY POLICY. POLICY ALSO AVAILABLE ON THE ADMISSIONS PAGE OF OUR WEBSITE. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF & TENNIS TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 24575 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 24575 | CharitableContributionsEvent1 |
| Non Cash Prizes Event1 | 391 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 9203 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 568 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 4782 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CELEBRATION/AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 39852 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 39852 | CharitableContributionsEvent2 |
| Rent Facility Costs Event2 | 5064 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 10984 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 450 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 7663 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 14575 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 14575 | CharitableContribOtherEvents |
| Non Cash Prizes Other Events | 2900 | NonCashPrizesOtherEvents |
| Other Direct Expenses Other Events | 165 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 79002 | GrossReceiptsTotal |
| Charitable Contributions Total | 79002 | CharitableContributionsTotal |
| Non Cash Prizes Total Events | 3291 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 14267 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 11552 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 450 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 12610 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 42170 | DirectExpenseSummaryEvents |
| Net Income Summary | -42170 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | FL | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
| Name Of Gaming Rec Keeper Person | STEPHANIE BROWN | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 ATLANTIC BLVD | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
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 | 253 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 2514671 | AmountOfNonCashAssistance |
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: ALL FINANCIAL AID GIVEN IS IN THE FORM OF TUITION REDUCTIONS SHOWN ON MONTHLY TUITION STATEMENTS. FINANCIAL AID IS NEVER GIVEN IN CASH AND IS NON-REFUNDABLE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 | DALE D REGAN - DECEASED | NamePerson |
| Base Compensation Filing Org | 265385 | 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 | 60000 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 80320 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 405705 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 133910 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | PAID HOUSING ALLOWANCE AND SOCIAL CLUB MEMBERSHIP FOR KEY EMPLOYEES. |
| PART I, LINE 4B | 457 PLAN FISCAL YEAR $75,000 AND CALENDAR YEAR $37,500. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ROBERT CLEMENTS | |||
| ESJ-CHAIRMAN OF THE BOARD,EVERBANK-CHAIRMAN OF THE BOARD & CEO | 2023604 | ESJ MAINTAINS DEPOSITORY ACCOUNTS AT EVERBANK. THE BALANCES AT 06.30.2012 TOTALED $2,023,604. THESE ARE THE SAME TYPE OF ACCOUNTS THAT ANY NON-PROFIT BUSINESS COULD MAINTAIN AT EVERBANK AND ALL RATES AND FEES ARE STANDARD.THERE ARE NO OTHER TRANSACTIONS OUTSIDE OF A NORMAL DEPOSITORY RELATIONSHIP. | 0 |
| (no name) | |||
| 0 | |||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15985 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION ITEMS | 14 | 9706 | FAIR MARKET VALUE |
| X | RELATED TO HEAD OF SCHOOL'S MEMORIAL SERVICE | 19 | 7186 | FAIR MARKET VALUE |
| X | VARIOUS | 13 | 15815 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON REPORTING OF REVENUE: | Identifier |
| Return Reference | PART I, LINE 33: | ReturnReference |
| Explanation | ITEMS WERE NOT REPORTED AS REVENUE OR EXPENSES DUE TO THE NATURE OF THE ITEMS, EXCEPT SECURITIES. AUCTION ITEMS WERE LATER SOLD AT AUCTION AND PROCEEDS USED TO FUND CURRENT OPERATIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN W. DONAHOO, III AND THOMAS DONAHOO, JR. ARE FIRST COUSINS AND ARE BOTH INDIVIDUAL TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | CHIEF FINANCIAL OFFICER, HEAD OF SCHOOL AND FINANCE COMMITTEE CHAIR REVIEW ALL INFORMATION IN DETAIL. BOARD MEMBERS ARE GIVEN OPPORTUNITY TO REVIEW BEFORE SUBMITTED TO THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST LETTER DICLOSING CONFLICTS. ANY BOARD MEMBER WITH A CONFLICT ON A GIVEN MOTION IS PROHIBITED FROM VOTING ON THAT GIVEN MOTION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD DETERMINES COMPENSATION OF HEAD OF SCHOOL BASED UPON REVIEW/COMPARISON TO OTHER SIMILAR PRIVATE SCHOOL'S HEAD OF SCHOOL POSITIONS AND THE HELP OF INDEPENDENT CONSULTANT. HEAD OF SCHOOL DETERMINES COMPENSATION OF OTHER KEY EMPLOYEES BASED UPON REVIEW/COMPARISON TO OTHER SIMILAR PRIVATE SCHOOL'S EMPLOYEES HOLDING SIMILAR POSITIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON WRITTEN REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -243,037. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C, CHANGES IN PROCESSES: | NO CHANGES DURING THE TAX YEAR TO THE OVERSIGHT PROCESS OR SELECTION PROCESS FOR REVIEWING THE AUDITED FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 ATLANTIC BLVD | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237003394 | EIN |
| Primary Activities | ENDOWMENT | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11C, III-FI | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 276106 | AmountInvolved |
| Method Of Amt Determination | BOOK VALUE | MethodOfAmtDetermination |
Comments