FAR BROOK SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FAR BROOK SCHOOL (EIN 22-1487185)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201340459349300544
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T09:42:43-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 ROUTE 202 SOUTH SUITE 500 | AddressLine1 |
| City | BRIDGEWATER | City |
| State | NJ | State |
| ZIP Code | 08807 | 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 | 221487185 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Far Brook School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DONNA CHAHALIS | InCareOfName |
| Name Control | FARB | NameControl |
| Phone | 9733793442 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 Great Hills Road | AddressLine1 |
| City | Short Hills | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TONY STOVALL | Name |
| Title | TREASURER | Title |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS TAPP CPA | Name |
| Phone | 9082185002 | Phone |
| 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 | MARY SUE FISHER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 GREAT HILLS ROAD | AddressLine1 |
| City | short hills | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11283104 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.farbrook.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | CO-ED INDEPENDENT DAY SCHOOL PROVIDING EDUCATION TO STUDENTS IN GRADES NURSERY THROUGH GRADE 8. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 74 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 556189 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 757269 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5871525 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6190801 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 419540 | InvestmentIncomePriorYear |
| Investment Income Current Year | 342649 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 255384 | OtherRevenuePriorYear |
| Other Revenue Current Year | 214391 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7102638 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7505110 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 546318 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 568850 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5288402 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5496993 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 411627 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1446073 | OtherExpensePriorYear |
| Other Expenses Current Year | 1473222 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7280793 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7539065 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -178155 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -33955 | RevenuesLessExpensesCY |
| Total Assets BOY | 12489760 | TotalAssetsBOY |
| Total Assets EOY | 12230388 | TotalAssetsEOY |
| Total Liabilities BOY | 1178680 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1089811 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11311080 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11140577 | NetAssetsOrFundBalancesEOY |
| Mission Description | CO-EDUCATIONAL INDEPENDENT DAY SCHOOL PROVIDING EDUCATION TO STUDENTS IN GRADES NURSERY THROUGH GRADE 8. OUR PURPOSE IS TO CREATE A SUPPORTIVE AND CARING COMMUNITY THAT CHERISHES LOVE OF LEARNING, CREATIVITY, AND INDIVIDUALITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5675565 | Expense |
| Grants | 568850 | Grants |
| Revenue | 6405192 | Revenue |
| Description | EDUCATION - A FAR BROOK EDUCATION TAKES PLACE IN AN ENVIRONMENT OF NATURAL BEAUTY AND INTIMACY, WHERE CHARACTER AND CITIZENSHIP ARE VALUED AS MUCH AS ACHIEVEMENT, PROCESS AS MUCH AS PRODUCT. IMPLICIT IN OUR PHILOSOPHY IS THE GOAL OF BRINGING STUDENTS TO THEIR HIGHEST LEVEL OF ACADEMIC AND PERSONAL COMPETENCY, BOTH FOR THEIR PRESENT AND IN PREPARATION FOR THEIR FUTURE EDUCATION. IT IS OUR DESIRE TO TOUCH THE LIFE OF EVERY CHILD SO THAT HE OR SHE MAY LIVE LIFE WISELY AND WITH GREAT JOY. GRANTS-FAR BROOK AWARDS FINANCIAL AID TO QUALIFIED FAMILIES AND TUITION REMISSION TO ELIGIBLE EMPLOYEES. THESE REPRESENT A DIRECT REDUCTION IN TUITION CHARGES AND PAYMENTS OTHERWISE OWED TO THE SCHOOL. THEY DO NOT TAKE THE FORM OF PAYMENTS TO THE RECIPIENTS. | Description |
| Total Program Service Expense | 5675565 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 74 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DONNA CHAHALIS | NamePerson |
| Telephone Number | 9733793442 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 Great Hills Road | AddressLine1 |
| City | Short Hills | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Other CompensationOtherCompensation | OfficerOfficer | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Carol Chartouni | |||||||||
| Trustee | 5.0 | X | |||||||
| Alice Davison | |||||||||
| Trustee | 5.0 | X | |||||||
| Janine Kane | |||||||||
| Trustee | 5.0 | X | |||||||
| Chris Susko | |||||||||
| Trustee | 5.0 | X | |||||||
| Tom Kligerman | |||||||||
| Trustee | 5.0 | X | |||||||
| Michelle Swittenberg | |||||||||
| Trustee | 5.0 | X | |||||||
| Kate Lee | |||||||||
| Trustee | 5.0 | X | |||||||
| Bradford Wiley | |||||||||
| Trustee | 5.0 | X | |||||||
| Barbara Pagos | |||||||||
| Trustee | 5.0 | X | |||||||
| Tommaso Zanobini | |||||||||
| Trustee | 5.0 | X | |||||||
| Anne-Marie Kim | |||||||||
| Trustee | 5.0 | X | |||||||
| Megan McCall | |||||||||
| Trustee | 40.0 | X | 58572 | 13642 | |||||
| Elyse N Post | |||||||||
| Trustee | 5.0 | X | |||||||
| Marybeth Leithead | |||||||||
| Trustee | 5.0 | X | |||||||
| Mary Sue Fisher | |||||||||
| Chair | 10.0 | 0 | X | 0 | |||||
| Jeff Kronthal | |||||||||
| Vice Chair | 5.0 | X | |||||||
| Tony Stovall | |||||||||
| Treasurer | 5.0 | X | |||||||
| Carmine Fanelle | |||||||||
| Secretary | 5.0 | X | |||||||
| Amy Ziebarth | |||||||||
| Head of School | 50.0 | 233930 | 42816 | X | |||||
| James Benz | |||||||||
| DIR OF UPPER SCHOOLS | 50.0 | 122779 | 54452 | X | |||||
| Donna Chahalis | |||||||||
| Business Manager | 50.0 | 137680 | 20926 | X | |||||
| Paula Levin | |||||||||
| DIR OF LOWER SCHOOL | 50.0 | 123792 | 13210 | X | |||||
| Mary Wearn Wiener | |||||||||
| Former Head of School | 0.0 | 125000 | 10000 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 801753 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 155046 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 757269 | AllOtherContributions |
| Noncash Contributions | 24855 | NoncashContributions |
| Total Contributions | 757269 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 6186801 | 6186801 |
| TRANSPORTATION FEES | 611710 | 4000 | 4000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6190801 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 163437 | TotalRevenueColumn |
| Exclusion | $163,437 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3957206 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3777994 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 179212 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 179212 | TotalRevenueColumn |
| Exclusion | $179,212 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 214391 | TotalRevenueColumn |
| Related Or Exempt Function Income | 214391 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 214391 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7505110 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6405192 | RelatedOrExemptFunctionIncome |
| Exclusion | $342,649 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 568850 | Total |
| Program Services | 568850 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329300 | Total |
| Program Services | 64300 | ProgramServices |
| Management And General | 265000 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3820139 | Total |
| Program Services | 2874339 | ProgramServices |
| Management And General | 702200 | ManagementAndGeneral |
| Fundraising | 243600 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284417 | Total |
| Program Services | 214067 | ProgramServices |
| Management And General | 52275 | ManagementAndGeneral |
| Fundraising | 18075 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 733908 | Total |
| Program Services | 580323 | ProgramServices |
| Management And General | 121939 | ManagementAndGeneral |
| Fundraising | 31646 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329229 | Total |
| Program Services | 247717 | ProgramServices |
| Management And General | 60531 | ManagementAndGeneral |
| Fundraising | 20981 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4752 | Total |
| Management And General | 4752 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8290 | Total |
| Management And General | 8290 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23096 | Total |
| Management And General | 23096 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59930 | Total |
| Management And General | 47846 | ManagementAndGeneral |
| Fundraising | 12084 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75303 | Total |
| Program Services | 39158 | ProgramServices |
| Management And General | 26356 | ManagementAndGeneral |
| Fundraising | 9789 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97407 | Total |
| Program Services | 82362 | ProgramServices |
| Management And General | 9740 | ManagementAndGeneral |
| Fundraising | 5305 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288218 | Total |
| Program Services | 251188 | ProgramServices |
| Management And General | 28822 | ManagementAndGeneral |
| Fundraising | 8208 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63860 | Total |
| Program Services | 55010 | ProgramServices |
| Management And General | 7650 | ManagementAndGeneral |
| Fundraising | 1200 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285601 | Total |
| Program Services | 242761 | ProgramServices |
| Management And General | 32130 | ManagementAndGeneral |
| Fundraising | 10710 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49549 | Total |
| Management And General | 49549 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| SCHOOL SUPPLIES, TRIPS | 243257 | 243257 |
| TRANSPORTATION | 42961 | 42961 |
| FOOD | 76444 | 76444 |
| AFTER SCHOOL PROGRAM | 92828 | 92828 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61726 | Total |
| Management And General | 11697 | ManagementAndGeneral |
| Fundraising | 50029 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7539065 | Total |
| Program Services | 5675565 | ProgramServices |
| Management And General | 1451873 | ManagementAndGeneral |
| Fundraising | 411627 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 874059 | BOY |
| EOY | 686820 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85817 | BOY |
| EOY | 200997 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3058 | BOY |
| EOY | 32717 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22100 | BOY |
| EOY | 90697 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7174740 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3674205 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3630965 | BOY |
| EOY | 3500535 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7091009 | BOY |
| EOY | 6256362 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 782752 | BOY |
| EOY | 1462260 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12489760 | BOY |
| EOY | 12230388 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 540420 | BOY |
| EOY | 343084 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 638260 | BOY |
| EOY | 746727 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1178680 | BOY |
| EOY | 1089811 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6959297 | BOY |
| EOY | 6685715 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 804528 | BOY |
| EOY | 893324 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3547255 | BOY |
| EOY | 3561538 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11311080 | BOY |
| EOY | 11140577 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12489760 | BOY |
| EOY | 12230388 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -33955 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -136548 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4806021 | BeginningOfYearBalance |
| Contributions | 14283 | Contributions |
| Investment Earnings Or Losses | 39446 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 43181 | GrantsOrScholarships |
| Other Expenditures | 126419 | OtherExpenditures |
| End Of Year Balance | 4690150 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4317936 | BeginningOfYearBalance |
| Contributions | 23004 | Contributions |
| Investment Earnings Or Losses | 629879 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 42582 | GrantsOrScholarships |
| Other Expenditures | 122216 | OtherExpenditures |
| End Of Year Balance | 4806021 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3708759 | BeginningOfYearBalance |
| Contributions | 6449 | Contributions |
| Investment Earnings Or Losses | 769509 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 44317 | GrantsOrScholarships |
| Other Expenditures | 122464 | OtherExpenditures |
| End Of Year Balance | 4317936 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4587427 | BeginningOfYearBalance |
| Contributions | 59934 | Contributions |
| Investment Earnings Or Losses | -773500 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 43060 | GrantsOrScholarships |
| Other Expenditures | 122042 | OtherExpenditures |
| End Of Year Balance | 3708759 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.14000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.76000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 73300 | OtherCostOrOtherBasis |
| Book Value | 73300 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6559636 | OtherCostOrOtherBasis |
| Depreciation | 3166418 | Depreciation |
| Book Value | 3393218 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 541804 | OtherCostOrOtherBasis |
| Depreciation | 507787 | Depreciation |
| Book Value | 34017 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 3500535 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STRUCTURED SEC & FUND OF FUNDS | Description |
| Book Value | 1462260 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1462260 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 7505110 | TotalRevenue |
| Total Expenses | 7539065 | TotalExpenses |
| Excess Or Deficit For Year | -33955 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -136548 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -136548 | TotalAdjustments |
| Excess Or Deficit Per FS | -170503 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6799712 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -136548 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -136548 | RevenueNotRptdF990 |
| Revenue Subtotal | 6936260 | RevenueSubtotal |
| Other Revenues Not Included | 568850 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 568850 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7505110 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6970215 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 6970215 | ExpensesSubtotal |
| Other Expenses Not Included | 568850 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 568850 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7539065 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART XII, LINE 4B: | OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSES NOT INCLUDED ON FORM 990, PART VIII, LINE 2G 568,850 |
| PART XIII, LINE 4B: | OTHER ADJUSTMENTS: | ADDITIONAL EXPENSE WHEN INCLUDING FINANCIAL AID EXPENSE 568,850 |
| PART V, LINE 4: | ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE SCHOOL MUST HOLD IN PERPETUITY AS WELL AS BOARD-DESIGNATED FUNDS. THE INVESTMENT OBJECTIVE OF THE ENDOWMENT FUNDS IS TO EARN AN EXPECTED RETURN THAT WILL (I) COVER THE DESIRED ANNUAL ALLOCATION TO THE OPERATING BUDGET (AS DETERMINED BY THE BOARD OF TRUSTEES), EXPECTED INFLATION, AND INVESTMENT FEES AND (II) PROVIDE LONG-TERM PRINCIPAL APPRECIATION. | |
| PART X, LINE 2: | THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") INTERPRETATION REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS, IN ACCORDANCE WITH ACCOUNTING FOR INCOME TAXES. THE SCHOOL RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX-RELATED INTEREST AND PENALTIES RECORDED FOR YEAR ENDED JUNE 30, 2012. THE INCOME TAX RETURNS OF THE SCHOOL FOR JUNE 30, 2011, 2010 AND 2009 ARE SUBJECT TO EXAMINATION BY THE IRS AND OTHER VARIOUS TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART 1, LINE 3: | Identifier |
| Explanation | THE SCHOOL PUBLISHES ITS RACIALLY NON-DISCRIMINATORY POLICY IN LOCAL NEWSPAPERS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Financial Aid | TypeOfGrant |
| Number Of Recipients | 34 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 568850 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART 1, LINE 2: | Identifier |
| Explanation | FINANCIAL AID IS GRANTED TO STUDENTS ACCORDING TO NEED WHICH IS DETERMINED BY AN APPLICATION PROCESS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|
| Amy Ziebarth | |||
| 233930 | 11500 | 31316 | 276746 |
| James Benz | |||
| 122779 | 9801 | 44651 | 177231 |
| Donna Chahalis | |||
| 137680 | 14300 | 6626 | 158606 |
| Mary Wearn Wiener | |||
| 125000 | 10000 | 135000 | |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART I, Line 1: | DESCRIPTION OF ORGANIZATION MISSION: | OUR PURPOSE IS TO CREATE A SUPPORTIVE AND CARING COMMUNITY THAT CHERISHES LOVE OF LEARNING, CREATIVITY, AND INDIVIDUALITY. |
| FORM 990, PART VI, SECTION A, Line 4: | THE BOARD OF TRUSTEES AMENDED THE SCHOOL'S BYLAWS TO INCORPORATE A WRITTEN NONDISCRIMINATION POLICY. THIS AMENDMENT BECAME EFFECTIVE ON JULY 20,2011 | |
| FORM 990, PART VI,SECTION A, Line 6: | THE SCHOOL'S MEMBERS ARE THE PARENTS AND LEGAL GUARDIANS OF THE CHILDREN ENROLLED IN THE SCHOOL. | |
| FORM 990, PART VI, SECTION A, Line 7A: | THESE MEMBERS ELECT THE BOARD OF TRUSTEES ANNUALLY. | |
| FORM 990,PART VI, SECTION A, Line 7B: | THE SCHOOL'S BYLAWS PROVIDE MEMBERS WITH THE RIGHT TO VOTE WITH RESPECT TO (A) THE ELECTION AND RECALL OF TRUSTEES; (B) AMENDMENTS TO THE BYLAWS; AND (C) AMENDMENTS TO THE CERTIFICATE OF INCORPORATION. | |
| FORM 990, PART VI, SECTION B, Line 11: | THE AUDIT COMMITTEE AND TREASURER REVIEW THE 990 AND RECOMMENDS FOR BOARD APPROVAL. | |
| FORM 990, PART VI, SECTION B, Line 12C: | THE BOARD HAS A CONFLICT OF INTEREST POLICY FOR ITS MEMBERS WHICH REQUIRES WRITTEN DISCLOSURE EACH YEAR OF ACTUAL AND POTENTIAL CONFLICTS BASED ON DEFINITIONS CONTAINED IN THE POLICY. THERE IS AN ONGOING OBLIGATION TO UPDATE DISCLOSURES IF CIRCUMSTANCES CHANGE. | |
| FORM 990, PART VI, SECTION B, Line 15: | The Board reviews and sets the Head's compensation in a process that considers comparable pay data. The Board's decision is documented in accordance with its normal practice. | |
| FORM 990, PART VI, SECTION C, Line 19: | THE ORGANIZATION MAKES ITS ANNUAL REPORT, WHICH INCLUDES FINANCIAL STATEMENTS, AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO ITS MEMBERS UPON REQUEST. | |
| FORM 990, PART XII, Line 2C: | THERE HAVE BEEN NO CHANGES TO THESE PROCESSES DURING THE TAX YEAR. | |
| FORM 990, PART XI, Line 5: | Other changes in net assets or fund balances | Net unrealized gains on investments -136,548 |
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