UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY (EIN 62-0513741)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201340459349300769
- 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 I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T09:44:32-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621471522 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYBURN BATES & FITZGERALD PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 MARYLAND WAY SUITE 300 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | 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 | 620513741 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY BELL ACADEMY | BusinessNameLine1 |
| Business Name Line2 | OF THE UNIVERSITY OF NASHVILLE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 6152985514 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 HARDING ROAD | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37205 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAM JACKSON | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 6152985514 | Phone |
| Date Signed | 2013-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | C THOMAS BATES | Name |
| PTIN | P00443854 | PTIN |
| Phone | 6156617878 | 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 | SAM JACKSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 HARDING ROAD | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 43140660 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MONTGOMERYBELL.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1806 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | OPERATION OF BOYS SCHOOL GRADES 7-12 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 42 | NbrIndependentVotingMembers |
| Total Nbr Employees | 161 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 27778938 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10943566 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15620793 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16469815 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1275674 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1709384 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 148508 | OtherRevenuePriorYear |
| Other Revenue Current Year | 215483 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 44823913 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29338248 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1556750 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1632100 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13286189 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14217452 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1664487 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23425049 | OtherExpensePriorYear |
| Other Expenses Current Year | 12983352 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38267988 | TotalExpensesPriorYear |
| Total Expenses Current Year | 28832904 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6555925 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 505344 | RevenuesLessExpensesCY |
| Total Assets BOY | 129493647 | TotalAssetsBOY |
| Total Assets EOY | 141380070 | TotalAssetsEOY |
| Total Liabilities BOY | 20806441 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 33111691 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 108687206 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 108268379 | NetAssetsOrFundBalancesEOY |
| Mission Description | MONTGOMERY BELL ACADEMY OFFERS YOUNG MEN AN EXEMPLARY COLLEGE PREPARATORY EXPERIENCE, ASSISTING THEM TO BE "GENTLEMEN, SCHOLARS, AND ATHLETES" AND YOUNG MEN OF WISDOM AND MORAL INTEGRITY WHO WILL MAKE SIGNIFICANT CONTRIBUTIONS TO SOCIETY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 23762752 | Expense |
| Revenue | 17879360 | Revenue |
| Description | OPERATION OF A SCHOOL FOR BOYS, GRADES 7-12 - THE SCHOOL HAS AN ENROLLMENT OF OVER 700 STUDENTS. THE EDUCATION CURRICULUM INCLUDES MATH, ENGLISH, HISTORY, SCIENCE, FOREIGN LANGUAGES, AND FINE ARTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 655789 | Expense |
| Revenue | 427145 | Revenue |
| Description | ATHLETICS PROGRAM - GRADES 7-12 STUDENTS PARTICIPATE IN INTERMURAL AND INTERSCHOLASTIC SPORTS INCLUDING BASEBALL, BASKETBALL, FOOTBALL, SOCCER, GOLF, TRACK, SWIMMING, AND WRESTLING | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 24418541 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 89 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 161 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 44 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 42 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| 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 | TN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM JACKSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6152985514 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 HARDING ROAD | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37205 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (53 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DR CARL C AWH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J BARRY BANKER | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | ||
| H LEE BARFIELD II | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LEE A BEAMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT C BRANNON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| VARINA BUNTIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANDREA WAITT CARLTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES L CHANDLER JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES H CHEEK III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM S COCHRAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BROWNLEE O CURREY JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| G THOMAS CURTIS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| W LIPSCOMB DAVIS JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM T DELAY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MATT H DOBSON IV | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HON FRANK F DROWOTA III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN W EAKIN JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROY O ELAM III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| E MORGAN ENTREKIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RENARD FRANCOIS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SENATOR WILLIAM H FRIST | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BEN S GAMBILL JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| R WALTER HALE III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM H HAWKINS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID B INGRAM | |||||||
| VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 | ||
| JOHN R INGRAM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CLAY T JACKSON | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | ||
| PAM KOBAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TOM LOVENTHAL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALLEN P MCDANIEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT E MCNEILLY JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD M MILLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROCK A MORPHIS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES R PICKEL JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ADMIRAL J WILSON PRUEHER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| D TATE RICH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN S RIVEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN T ROCHFORD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J HANLEY SAYERS JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARC K STENGEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J BRANSFORD WALLACE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DUDLEY WARNER II | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES A WEBB III | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | ||
| W RIDLEY WILLS II | |||||||
| HISTORIAN | 1.00 | X | 0 | 0 | 0 | ||
| BLAIR J WILSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM M WILSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| P RHOADS ZIMMERMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRADFORD GIOIA | |||||||
| HEADMASTER | 50.00 | X | 398439 | 0 | 143387 | X | |
| SAMUEL JACKSON | |||||||
| DIRECTOR OF FINANCE | 40.00 | 166400 | 0 | 11648 | X | ||
| RICHARD H SEAY JR | |||||||
| DIRECTOR OF HIGH SCHOOL | 40.00 | 150000 | 0 | 9000 | X | ||
| SCOTT O'NEAL | |||||||
| ATHLETIC DIRECTOR | 40.00 | 123500 | 0 | 14820 | X | ||
| FRANCES STEWART | |||||||
| DIRECTOR OF JUNIOR SCHOOL | 40.00 | 120000 | 0 | 12000 | X | ||
| GREG FERRELL | |||||||
| DIRECT OF ADMISSIONS AND FINANCIAL AID | 40.00 | 110054 | 0 | 12100 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1068393 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 202955 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 10943566 | AllOtherContributions |
| Noncash Contributions | 495999 | NoncashContributions |
| Total Contributions | 10943566 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 15240027 | 15240027 |
| FOOD SERVICE | 611710 | 647384 | 647384 |
| ATHLETICS | 611710 | 427145 | 427145 |
| BOOK STORE INCOME | 611710 | 127883 | 127883 |
| STUDENT ACTIVITIES | 611710 | 27376 | 27376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16469815 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1709978 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1709978 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 167121 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 40409 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 126712 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126712 | TotalRevenueColumn |
| Related Or Exempt Function Income | 126712 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13761409 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13762003 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -594 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -594 | TotalRevenueColumn |
| Exclusion | -$594 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88771 | TotalRevenueColumn |
| Exclusion | $88,771 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 88771 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29338248 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18306505 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $88,177 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1632100 | Total |
| Program Services | 1632100 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 418439 | Total |
| Program Services | 41844 | ProgramServices |
| Management And General | 251063 | ManagementAndGeneral |
| Fundraising | 125532 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8841282 | Total |
| Program Services | 7081612 | ProgramServices |
| Management And General | 1030441 | ManagementAndGeneral |
| Fundraising | 729229 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2982976 | Total |
| Program Services | 2308174 | ProgramServices |
| Management And General | 403599 | ManagementAndGeneral |
| Fundraising | 271203 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1325038 | Total |
| Program Services | 1019345 | ProgramServices |
| Management And General | 183379 | ManagementAndGeneral |
| Fundraising | 122314 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 649717 | Total |
| Program Services | 499824 | ProgramServices |
| Management And General | 89918 | ManagementAndGeneral |
| Fundraising | 59975 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154206 | Total |
| Management And General | 154206 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175680 | Total |
| Management And General | 143326 | ManagementAndGeneral |
| Fundraising | 32354 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31695 | Total |
| Management And General | 31695 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174103 | Total |
| Management And General | 174103 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 903239 | Total |
| Program Services | 898913 | ProgramServices |
| Management And General | 4326 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32091 | Total |
| Management And General | 12836 | ManagementAndGeneral |
| Fundraising | 19255 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59658 | Total |
| Program Services | 59658 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2350990 | Total |
| Program Services | 2350990 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| PROJECT EXPENSES | 5226966 | 5226966 | |
| EQUIPMENT RENTAL AND MA | 1064137 | 1064137 | |
| ATHLETIC PROGRAM | 655789 | 655789 | |
| SUPPLIES | 640427 | 583475 | 56952 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1514371 | Total |
| Program Services | 995714 | ProgramServices |
| Management And General | 270984 | ManagementAndGeneral |
| Fundraising | 247673 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28832904 | Total |
| Program Services | 24418541 | ProgramServices |
| Management And General | 2749876 | ManagementAndGeneral |
| Fundraising | 1664487 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -476 | BOY |
| EOY | 600 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17265091 | BOY |
| EOY | 17663636 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4413949 | BOY |
| EOY | 4369502 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884129 | BOY |
| EOY | 885010 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33053 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41459 | BOY |
| EOY | 7 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 96051944 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26915502 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56995012 | BOY |
| EOY | 69136442 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39391917 | BOY |
| EOY | 38204452 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10469513 | BOY |
| EOY | 10978613 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 141808 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129493647 | BOY |
| EOY | 141380070 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3623902 | BOY |
| EOY | 1449801 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8183957 | BOY |
| EOY | 8631266 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5122321 | BOY |
| EOY | 17412296 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750000 | BOY |
| EOY | 750000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3126261 | BOY |
| EOY | 4868328 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20806441 | BOY |
| EOY | 33111691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60451755 | BOY |
| EOY | 62192992 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10395689 | BOY |
| EOY | 7004297 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37839762 | BOY |
| EOY | 39071090 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108687206 | BOY |
| EOY | 108268379 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129493647 | BOY |
| EOY | 141380070 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 505344 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -924171 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 56240911 | BeginningOfYearBalance |
| Contributions | 1084202 | Contributions |
| Investment Earnings Or Losses | 980187 | InvestmentEarningsOrLosses |
| Other Expenditures | 2667818 | OtherExpenditures |
| End Of Year Balance | 55637482 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50949495 | BeginningOfYearBalance |
| Contributions | 448495 | Contributions |
| Investment Earnings Or Losses | 7822101 | InvestmentEarningsOrLosses |
| Other Expenditures | 2979180 | OtherExpenditures |
| End Of Year Balance | 56240911 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47601782 | BeginningOfYearBalance |
| Contributions | 1285932 | Contributions |
| Investment Earnings Or Losses | 5230453 | InvestmentEarningsOrLosses |
| Other Expenditures | 3168672 | OtherExpenditures |
| End Of Year Balance | 50949495 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 60136664 | BeginningOfYearBalance |
| Contributions | 1517491 | Contributions |
| Investment Earnings Or Losses | -11156904 | InvestmentEarningsOrLosses |
| Other Expenditures | 2895469 | OtherExpenditures |
| End Of Year Balance | 47601782 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13367529 | OtherCostOrOtherBasis |
| Book Value | 13367529 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 57770017 | OtherCostOrOtherBasis |
| Depreciation | 14855672 | Depreciation |
| Book Value | 42914345 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5794464 | OtherCostOrOtherBasis |
| Depreciation | 5115269 | Depreciation |
| Book Value | 679195 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19119934 | OtherCostOrOtherBasis |
| Depreciation | 6944561 | Depreciation |
| Book Value | 12175373 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 69136442 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIMITED PARTNERSHIP INVESTMENTS | Description |
| Book Value | 10978613 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10978613 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $22,902 |
| LIABILITIES IN EXCESS OF PENSION FUNDS | $4,845,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4868328 | TotalOfAmounts |
| Total Revenue | 29338248 | TotalRevenue |
| Total Expenses | 28832904 | TotalExpenses |
| Excess Or Deficit For Year | 505344 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -708799 | NetUnrealizedGLOnInvestments |
| Investment Expenses | -215372 | InvestmentExpenses |
| Total Adjustments | -924171 | TotalAdjustments |
| Excess Or Deficit Per FS | -418827 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 28167316 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -708799 | NetUnrealizedGainsInvestments |
| Other Revenues | -252575 | OtherRevenues |
| Revenue Not Rptd F990 | -961374 | RevenueNotRptdF990 |
| Revenue Subtotal | 29128690 | RevenueSubtotal |
| Investment Expenses Not Included | 215372 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -5814 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 209558 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 29338248 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 28586143 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 40409 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 40409 | ExpensesNotRptdF990 |
| Expenses Subtotal | 28545734 | ExpensesSubtotal |
| Other Expenses Not Included | 287170 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 287170 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 28832904 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT -18,191. BOOSTER CLUB EXPENSES -145,127. STUDENT ACTIVITY EXPENSES -89,257. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -40,409. NONCASH CONTRIBUTIONS 34,595. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 40,409. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT 18,191. BOOSTER CLUB EXPENSES 145,127. STUDENT ACTIVITY EXPENSES 89,257. NONCASH CONTRIBUTIONS 34,595. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | THE SCHOOL PUBLISHES ITS RACIAL NONDISCRIMINATION POLICY IN LOCAL NEWSPAPERS IN THE FALL OF EACH YEAR & DURING OPEN HOUSE AND ADMISSIONS. IT ALSO PUBLICIZES ITS NONDISCRIMINATION POLICY IN THE SCHOOL VIEWBOOK AND STUDENT APPLICATION FORMS | Explanation |
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 | 159 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1632100 | AmountOfNonCashAssistance |
| Method Of Valuation | FAIR MARKET VALUE | MethodOfValuation |
| Description Of Non Cash Assistance | NONCASH REDUCTION OF STUDENT TUITION | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: STUDENT'S TUITION IS DIRECTLY REDUCED BY SCHOLARSHIP GRANTED. |
| THE SCHOOL AWARDS AID TO WORTHY STUDENTS BASED SOLELY ON FINANCIAL NEED. AN OUTSIDE SERVICE REVIEWS THE APPLICATIONS FOR FINANCIAL AID AND RECOMMENDS THE MAXIMUM AMOUNT OF ASSISTANCE FOR EACH APPLICANT. THE SCHOOL'S FINANCIAL COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES THE AWARDS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRADFORD GIOIA | |||||||||||||
| 398439 | 0 | 0 | 0 | 0 | 0 | 78023 | 0 | 65364 | 0 | 541826 | 0 | 0 | 0 |
| SAMUEL JACKSON | |||||||||||||
| 166400 | 0 | 0 | 0 | 0 | 0 | 11648 | 0 | 0 | 0 | 178048 | 0 | 0 | 0 |
| RICHARD H SEAY JR | |||||||||||||
| 150000 | 0 | 0 | 0 | 0 | 0 | 9000 | 0 | 0 | 0 | 159000 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | HOUSING IS PROVIDED FOR THE HEADMASTER OF THE SCHOOL. |
| PART I, LINE 1B | IN THE ABSENCE OF WRITTEN POLICY, THE BOARD OF TRUSTEES DETERMINE THE HOUSING PROVIDED TO THE HEADMASTER. |
| PART I, LINE 4B | HEADMASTER PARTICIPATES IN A DEFERRED COMPENSATION PLAN UNAVAILABLE TO OTHER EMPLOYEES. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MR G THOMAS CURTIS | |||
| TRUSTEE | 200489 | MR. CURTIS IS ALSO ON THE BOARD OF DIRECTORS OF DIVERSIFIED TRUST, WHICH HOLDS INVESTMENT ACCOUNTS FOR THE SCHOOL. | 0 |
| MR DAVID INGRAM | |||
| VICE CHAIRMAN OF THE BOARD OF TRUSTEES | 3179870 | MR. INGRAM IS ALSO ON THE BOARD OF AVENUE BANK, WHICH HOLDS DEPOSITORY ACCOUNTS FOR THE SCHOOL. AMOUNT REPORTED INCLUDES ALL DEPOSITS MADE TO AVENUE BANK DURING THE YEAR. | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 5083 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 30 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 461404 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NET STOCK SALE VALUE LES | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 30 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9206 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EVENT TICKETS & GIFTS | 4 | 4936 | FAIR MARKET VALUE |
| X | SUPPLIES, MATERIALS, & EQUIPMENT | 39 | 13570 | FAIR MARKET VALUE |
| X | MILEAGE | 6 | 618 | IRS PUBLISHED RATES |
| X | INSURANCE PREMIUMS | 1 | 382 | FAIR MARKET VALUE |
| X | MISCELLANEOUS | 1 | 800 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | CERTAIN EMPLOYEES OF THE SCHOOL, INCLUDING THE DIRECTOR OF FINANCE, REVIEWS FORM 990 PRIOR TO FILING TO VERIFY ALL INFORMATION CONTAINED THEREIN IS COMPLETE AND ACCURATE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DETERMINED BY REVIEW OF RELEVANT INFORMATION BY A COMMITTEE OF THE BOARD OF TRUSTEES. THE OFFICER'S SALARY, AND ANY CHANGES, INCLUDING ANNUAL INCREASES, ARE APPROVED BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 18 | SELECTED FINANCIAL INFORMATION AVAILABLE ON ORGANIZATIONS'S WEBSITE AND OTHER NONPROFIT WEBSITES. ALL REQUIRED INFORMATION AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | SELECTED FINANCIAL INFORMATION IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. ALL REQUIRED INFORMATION IS AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -708,799. INVESTMENT EXPENSES: -215,372. TOTAL TO FORM 990, PART XI, LINE 5: -924,171. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE SCHOOL'S OVERSIGHT AND REVIEW PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. | OVERSIGHT AND REVIEW PROCESS FOR INDEPENDENT AUDIT |
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