CORBETT PREPARATORY SCHOOL OF IDS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CORBETT PREPARATORY SCHOOL OF IDS INC (EIN 59-1282306)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201341359349303434
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T10:40:38-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560574444 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVENUE SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28204 | 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 | 591282306 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT DAY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INDE | NameControl |
| Phone | 8139613087 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12015 ORANGE GROVE DRIVE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33618 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR JOYCE SWARZMAN | Name |
| Title | HEADMASTER | Title |
| Phone | 8139613087 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANICE A RATICA | Name |
| PTIN | P00358837 | PTIN |
| Phone | 7043771678 | 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 | DR JOYCE SWARZMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12015 ORANGE GROVE DRIVE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8481309 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IDSYES.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE SCHOOL IS A FULLY-ACCREDITED, PRIVATE SCHOOL LOCATED IN TAMPA, FLORIDA. THE SCHOOL SERVES OVER 500 STUDENTS FROM PRE-KINDERGARTEN THROUGH MIDDLE SCHOOL AND OFFERS AN INTERNATIONAL BACCALAUREATE PROGRAM OF STUDY FOR ALL STUDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 229 | TotalNbrEmployees |
| Total Nbr Volunteers | 24 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 794156 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 809917 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6691165 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7380686 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 42366 | InvestmentIncomePriorYear |
| Investment Income Current Year | 22609 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 116547 | OtherRevenuePriorYear |
| Other Revenue Current Year | 181167 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7644234 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8394379 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 482300 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 552870 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5031938 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5111641 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 353353 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2477470 | OtherExpensePriorYear |
| Other Expenses Current Year | 2731842 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7991708 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8396353 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -347474 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1974 | RevenuesLessExpensesCY |
| Total Assets BOY | 16292173 | TotalAssetsBOY |
| Total Assets EOY | 16377561 | TotalAssetsEOY |
| Total Liabilities BOY | 4396339 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4483701 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11895834 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11893860 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE SCHOOL'S MISSION IS TO CREATE A PLACE WHERE ALL CHILDREN EXCEL IN BOTH LEARNING AND THEIR LOVE OF LEARNING AND A PLACE WHERE ALL CHILDREN EXPERIENCE LEARNING IN A NURTURING/CARING, CHILD-CENTERED AND HIGHLY ACADEMIC ENVIRONMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7010685 | Expense |
| Grants | 552870 | Grants |
| Revenue | 7380686 | Revenue |
| Description | INDEPENDENT DAY SCHOOL IS A PRIVATE EDUCATIONAL INSTITUTION FOR GRADES PRE-KINDERGARTEN THROUGH EIGHTH. ENROLLMENT VARIES - APPROXIMATELY 500 STUDENTS. | Description |
| Total Program Service Expense | 7010685 | 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 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 | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 229 | 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 | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE WILLIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8139613087 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12015 ORANGE GROVE DR | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33618 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JIM CONLIN | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JEFF SHANNON | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| CINDY DONOVAN | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| DR PAUL STILES | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| CORNELIA CORBETT | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| DAVID BELLINI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARCIE MUELLER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JIM CLARK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK NOUSS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STUART SIERRA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROCKY PAGLIARULO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHRISTINA SWANSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MINAXI PATEL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL RICE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN TOMLIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR BETTY EPANCHIN | ||||||
| ADVISOR | 1.00 | X | 0 | 0 | 0 | |
| DONNA ROCCO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HEATHER LEE | ||||||
| PFA PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| CATHY JONAS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SCOTT ROTHSTEIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRUCE DAVIES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL LEEDS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANN SHALER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BETTE MANISCALCO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR JOYCE SWARZMAN | ||||||
| HEADMASTER | 80.00 | X | 143438 | 0 | 0 | |
| JOANNE P MASON | ||||||
| BUSINESS MANAGER | 60.00 | X | 70194 | 0 | 0 | |
| PAMELA RIPPLE SELEWACH | ||||||
| ASSOCIATE HEADMASTER | 60.00 | X | 82350 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 295982 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 809917 | AllOtherContributions |
| Noncash Contributions | 606 | NoncashContributions |
| Total Contributions | 809917 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 900099 | 6805233 | 6805233 |
| CLASS TRIPS | 900099 | 231398 | 231398 |
| ATHLETICS & CLUBS | 900099 | 180482 | 180482 |
| COMMUNITY MUSIC SCHOOL | 900099 | 163573 | 163573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7380686 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22609 | TotalRevenueColumn |
| Exclusion | $22,609 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 24950 | 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 | 24950 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24950 | TotalRevenueColumn |
| Exclusion | $24,950 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 231157 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 82586 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 148571 | TotalRevenueColumn |
| Exclusion | $148,571 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 11990 | GrossSalesOfInventory |
| Cost Of Goods Sold | 4344 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7646 | TotalRevenueColumn |
| Exclusion | $7,646 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8394379 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7380686 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $203,776 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 552870 | Total |
| Program Services | 552870 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295982 | Total |
| Program Services | 236786 | ProgramServices |
| Management And General | 50317 | ManagementAndGeneral |
| Fundraising | 8879 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3294099 | Total |
| Program Services | 2635279 | ProgramServices |
| Management And General | 559997 | ManagementAndGeneral |
| Fundraising | 98823 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 528567 | Total |
| Program Services | 422854 | ProgramServices |
| Management And General | 89856 | ManagementAndGeneral |
| Fundraising | 15857 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 992993 | Total |
| Program Services | 794394 | ProgramServices |
| Management And General | 168809 | ManagementAndGeneral |
| Fundraising | 29790 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33227 | Total |
| Program Services | 29904 | ProgramServices |
| Management And General | 3323 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46527 | Total |
| Program Services | 41874 | ProgramServices |
| Management And General | 4653 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36811 | Total |
| Program Services | 33130 | ProgramServices |
| Management And General | 3681 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58770 | Total |
| Program Services | 52893 | ProgramServices |
| Management And General | 5877 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248116 | Total |
| Program Services | 223304 | ProgramServices |
| Management And General | 24812 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33501 | Total |
| Program Services | 30151 | ProgramServices |
| Management And General | 3350 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371371 | Total |
| Program Services | 334234 | ProgramServices |
| Management And General | 37137 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246149 | Total |
| Program Services | 221534 | ProgramServices |
| Management And General | 24615 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| EDUCATIONAL MATERIALS & | 599984 | 599984 | ||
| CLASSROOM & SCHOOL EXPE | 298499 | 298499 | ||
| PARENT & FACULTY | 200004 | 200004 | ||
| REPAIRS & MAINTENANCE | 135722 | 122150 | 13572 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 423161 | Total |
| Program Services | 380845 | ProgramServices |
| Management And General | 42316 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8396353 | Total |
| Program Services | 7010685 | ProgramServices |
| Management And General | 1032315 | ManagementAndGeneral |
| Fundraising | 353353 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1207942 | BOY |
| EOY | 1492820 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1881128 | BOY |
| EOY | 2111560 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62000 | BOY |
| EOY | 100857 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23771 | BOY |
| EOY | 20739 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19651512 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7171798 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12712094 | BOY |
| EOY | 12479714 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 34539 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258335 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146903 | BOY |
| EOY | 137332 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16292173 | BOY |
| EOY | 16377561 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58014 | BOY |
| EOY | 202752 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2238375 | BOY |
| EOY | 2280949 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2099950 | BOY |
| EOY | 2000000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4396339 | BOY |
| EOY | 4483701 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11895834 | BOY |
| EOY | 11893860 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11895834 | BOY |
| EOY | 11893860 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16292173 | BOY |
| EOY | 16377561 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1974 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | 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 | 6538643 | OtherCostOrOtherBasis |
| Book Value | 6538643 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10524867 | OtherCostOrOtherBasis |
| Depreciation | 5756347 | Depreciation |
| Book Value | 4768520 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2588002 | OtherCostOrOtherBasis |
| Depreciation | 1415451 | Depreciation |
| Book Value | 1172551 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12479714 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE SCHOOL HAS EVALUATED THE EFFECT OF THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT THE SCHOOL CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AND, THEREFORE, HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2012. | Explanation |
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 | PUBLISHED IN THE "TAMPA TRIBUNE" ON AN ANNUAL BASIS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BIG EVENT AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 172368 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 172368 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 59118 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 58789 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 58789 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 23468 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 231157 | GrossReceiptsTotal |
| Gross Revenue Total Events | 231157 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 82586 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 82586 | DirectExpenseSummaryEvents |
| Net Income Summary | 148571 | NetIncomeSummary |
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 | TUITION REDUCTION | TypeOfGrant |
| Number Of Recipients | 60 | NumberOfRecipients |
| Amount Of Cash Grant | 552870 | AmountOfCashGrant |
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: FAMILIES (EXCEPT EMPLOYEES) APPLY THROUGH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS); NAIS HAS A DEPARTMENT CALLED SCHOOL AND STUDENT SERVICES (SSS) WHICH COMPILES THE INFORMATION THEY ARE SENT, WHICH INCLUDES ALL FINANCIAL INFORMATION, TAX RETURNS, ETC., FROM THE APPLYING FAMILY. INDIVIDUAL MEMBER PRIVATE SCHOOLS CAN THEN DOWNLOAD REPORTS TO USE AS CRITERIA IN GRANTING HOW MUCH FINANCIAL ASSISTANCE THE SCHOOL CAN GIVE THE FAMILY. THEY ARE NOT PHYSICALLY GIVEN THE FUNDS; IT IS CREDITED TO THEIR TUITION ACCOUNT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD REVIEWS A COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE CHOSEN SPECIFICALLY BECAUSE THEY DO NOT HAVE A CONFLICT OF INTEREST. EACH TRUSTEE SIGNS A STATEMENT PERTAINING TO DISCLOSING ANY CONFLICT OF INTEREST AND IF ANY ARISES, THEN THE BOARD ADDRESSES ACCORDINGLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEADMASTER IS UNDER A 5-YEAR CONTRACT (WHICH HAS BEEN RENEWED EVERY 5-YEARS FOR THE PAST 15 YEARS). THE CHAIRMAN OF THE BOARD MEETS WITH THE HEADMASTER EVERY YEAR TO ASSESS; THE FULL BOARD OF TRUSTEES MEETS WITH THE HEADMASTER FOR A REVIEW OF THE CURRENT YEAR. THE CHAIRMAN OF THE BOARD SETS THE SALARY WITH THE ADVISEMENT FROM THE EXECUTIVE COMMITTEE, BASED ON MARKET CRITERIA. DISCUSSIONS ARE DOCUMENTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT DAY SCHOOLHSC LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12015 ORANGE GROVE ROAD | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591282306 | EIN |
| Primary Activities | SCHOOL | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT DAY SCHOOL | BusinessNameLine1 |
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