ANNIE WRIGHT SCHOOLS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ANNIE WRIGHT SCHOOLS (EIN 91-0567266)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-10-29
- IRS object ID
- 201343029349300819
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-29T15:27:12-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 8TH AVENUE SE SUITE 300 | AddressLine1 |
| City | OLYMPIA | City |
| State | WA | State |
| ZIP Code | 985011386 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910567266 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNIE WRIGHT SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANNI | NameControl |
| Phone | 2532722216 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 827 N TACOMA AVE | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY SIGMEN | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 2532722216 | Phone |
| Date Signed | 2013-10-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTONIA GOH CPA | Name |
| PTIN | P00187374 | PTIN |
| Phone | 3607547244 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTIAN SULLIVAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 827 N TACOMA AVE | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14322178 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1884 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | ANNIE WRIGHT SCHOOL (THE SCHOOL), ORGANIZED UNDER THE LAWS OF THE STATE OF WASHINGTON, IS A NOT-FOR-PROFIT CORPORATION LOCATED IN TACOMA. THE SCHOOL WAS FOUNDED IN 1884 AND IS FUNDED THROUGH TUITION REVENUE, CONTRIBUTIONS, AND ENDOWMENTS. AS A PRIVATE EDUCATIONAL INSTITUTION, THE SCHOOL COMBINES THREE PROGRAMS: A COLLEGE PREPATORY BOARDING AND DAY UPPER SCHOOL FOR YOUNG WOMEN IN GRADES NINE THROUGH TWELVE; A COEDUCATIONAL MIDDLESCHOOL FOR SIXTH, SEVENTH AND EIGHTH GRADE STUDENTS, AND A LOWER SCHOOL WITH AN ENRICHED TRADITIONAL CURRICULUM FOR BOYS AND GIRLS FROM PRE-SCHOOL THROUGH FIFTH GRADE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 244 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2059151 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1288671 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11159992 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11866799 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 372504 | InvestmentIncomePriorYear |
| Investment Income Current Year | 469221 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -10608 | OtherRevenuePriorYear |
| Other Revenue Current Year | -17365 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13581039 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13607326 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1477550 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1533301 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7535939 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8400032 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 526022 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4070978 | OtherExpensePriorYear |
| Other Expenses Current Year | 3921037 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13084467 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13854370 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 496572 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -247044 | RevenuesLessExpensesCY |
| Total Assets BOY | 33592170 | TotalAssetsBOY |
| Total Assets EOY | 34505525 | TotalAssetsEOY |
| Total Liabilities BOY | 7324635 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6963038 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 26267535 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 27542487 | NetAssetsOrFundBalancesEOY |
| Mission Description | ANNIE WRIGHT'S STRONG COMMUNITY CULTIVATES INDIVIDUAL LEARNERS TO BECOME WELL-EDUCATED, CREATIVE, AND RESPONSIBLE CITIZENS FOR A GLOBAL SOCIETY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8361781 | Expense |
| Grants | 1533301 | Grants |
| Revenue | 11503991 | Revenue |
| Description | PROVIDED EDUCATION & PROGRAMS FOR 443 ENROLLED STUDENTS, PRE-SCHOOL THROUGH GRADE 12. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1032596 | Expense |
| Revenue | 382560 | Revenue |
| Description | PROVIDED AUXILIARY SERVICES INCLUDING: CAFETERIA, TRANSPORTATION, OTHER INCOME AND BOOKSTORE FOR STUDENTS PRE-SCHOOL THROUGH GRADE 12. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1353406 | Expense |
| Description | SCHOOL FACILITIES - KEPT SCHOOL WELL MAINTAINED FOR THE COMFORT AND SAFETY OF THE STUDENTS AND STAFF. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 10747783 | 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 | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 244 | 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| 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 | MARY SIGMEN DIRECTOR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2532722216 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 827 N TACOMA AVENUE | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| AMY PAULOSE | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| JOHN PARROTT | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| JIM FIRN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOANNE SELDEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN LONG | |||||||
| BOARD CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| JULIA CHO | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| MO COPELAND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RENEE TRUEBLOOD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SARAH KAISER BRAND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHAHROKH SAUDAGARAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TOM HANLEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUZANNE HATTERY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN LANTZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARCIA MOE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMIE MURRAY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRIS SAKAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GARY SEVERSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SCOTT VIPOND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| AMANDA NELSON | |||||||
| EX OFFICIO | 1.00 | X | 0 | 0 | 0 | ||
| HOLLY BAMFORD HUNT | |||||||
| EX OFFICIO | 1.00 | X | 0 | 0 | 0 | ||
| REBECCA KIRKPATRICK | |||||||
| EX OFFICIO | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTIAN SULLIVAN | |||||||
| HEADMASTER | 40.00 | X | 240325 | 0 | 96186 | ||
| MARY SIGMEN | |||||||
| DIRECTOR OF FINANCE AND OP | 40.00 | 109966 | 0 | 13053 | X | ||
| REX BATES | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 142966 | 0 | 7860 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 493257 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 117099 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MOUNTAIN CONSTRUCTION INC | |||||
| 7457 SOUTH MADISON STREET | TACOMA | WA | 98409 | CONSTRUCTION | 994915 |
| HIGHSTREET ADVERTISING & PROMOTION INC | |||||
| 4227 S MERIDIAN STE C 670 | PUYALLUP | WA | 98373 | ADVERTISING SERVICES | 116949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 316512 | FundraisingEvents |
| All Other Contributions | 972159 | AllOtherContributions |
| Noncash Contributions | 285993 | NoncashContributions |
| Total Contributions | 1288671 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 11323212 | 11323212 |
| TECHNOLOGY PACKAGE | 611710 | 129100 | 129100 |
| OTHER | 611710 | 118904 | 118904 |
| EXTENDED DAY | 611710 | 113002 | 113002 |
| CAFETERIA | 611710 | 112608 | 112608 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69973 | TotalRevenueColumn |
| Related Or Exempt Function Income | 69973 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11866799 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 401110 | TotalRevenueColumn |
| Exclusion | $401,110 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 30660 | 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 | 30660 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30660 | TotalRevenueColumn |
| Exclusion | $30,660 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 370201 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 288836 | Securities |
| Other | 13254 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 81365 | Securities |
| Other | -13254 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68111 | TotalRevenueColumn |
| Exclusion | $68,111 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 163070 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 316512 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 230847 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -67777 | TotalRevenueColumn |
| Exclusion | -$67,777 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 201667 | GrossSalesOfInventory |
| Cost Of Goods Sold | 181915 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19752 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19752 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13607326 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11886551 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $432,104 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1533301 | Total |
| Program Services | 1533301 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351859 | Total |
| Management And General | 351859 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5973032 | Total |
| Program Services | 5024738 | ProgramServices |
| Management And General | 574402 | ManagementAndGeneral |
| Fundraising | 373892 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223126 | Total |
| Program Services | 213677 | ProgramServices |
| Management And General | 5404 | ManagementAndGeneral |
| Fundraising | 4045 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1411465 | Total |
| Program Services | 1346379 | ProgramServices |
| Management And General | 39602 | ManagementAndGeneral |
| Fundraising | 25484 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440550 | Total |
| Program Services | 363527 | ProgramServices |
| Management And General | 51319 | ManagementAndGeneral |
| Fundraising | 25704 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18523 | Total |
| Management And General | 18523 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33750 | Total |
| Management And General | 33750 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242095 | Total |
| Program Services | 118006 | ProgramServices |
| Management And General | 91686 | ManagementAndGeneral |
| Fundraising | 32403 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95433 | Total |
| Management And General | 95433 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1006053 | Total |
| Program Services | 881445 | ProgramServices |
| Management And General | 110433 | ManagementAndGeneral |
| Fundraising | 14175 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216382 | Total |
| Program Services | 216382 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150681 | Total |
| Program Services | 55596 | ProgramServices |
| Management And General | 70357 | ManagementAndGeneral |
| Fundraising | 24728 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267836 | Total |
| Management And General | 267836 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 717520 | Total |
| Program Services | 114803 | ProgramServices |
| Management And General | 602717 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195851 | Total |
| Program Services | 195851 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSTRUCTIONAL EXPENSE | 648923 | 596577 | 30426 | 21920 |
| PUBLIC RELATIONS | 134473 | 59095 | 75378 | 0 |
| OTHER | 83939 | 28406 | 51862 | 3671 |
| BAD DEBTS | 69985 | 69985 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39593 | Total |
| Management And General | 39593 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13854370 | Total |
| Program Services | 10747783 | ProgramServices |
| Management And General | 2580565 | ManagementAndGeneral |
| Fundraising | 526022 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1605033 | BOY |
| EOY | 1032926 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1699683 | BOY |
| EOY | 1443978 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26914 | BOY |
| EOY | 28634 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33187 | BOY |
| EOY | 49192 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42405 | BOY |
| EOY | 18883 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158985 | BOY |
| EOY | 232812 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 24028549 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9491977 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14330125 | BOY |
| EOY | 14536572 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15629148 | BOY |
| EOY | 17100688 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66690 | BOY |
| EOY | 61840 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33592170 | BOY |
| EOY | 34505525 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1096162 | BOY |
| EOY | 939032 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1457172 | BOY |
| EOY | 1490097 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4771301 | BOY |
| EOY | 4533909 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7324635 | BOY |
| EOY | 6963038 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11767802 | BOY |
| EOY | 12053649 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5510198 | BOY |
| EOY | 6325637 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8989535 | BOY |
| EOY | 9163201 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26267535 | BOY |
| EOY | 27542487 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33592170 | BOY |
| EOY | 34505525 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -247044 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1521996 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | 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 |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| 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 | 16044450 | BeginningOfYearBalance |
| Contributions | 173666 | Contributions |
| Investment Earnings Or Losses | 1960668 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 648440 | GrantsOrScholarships |
| Other Expenditures | 105560 | OtherExpenditures |
| End Of Year Balance | 17424784 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16828205 | BeginningOfYearBalance |
| Contributions | 116170 | Contributions |
| Investment Earnings Or Losses | -95490 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 691814 | GrantsOrScholarships |
| Other Expenditures | 112621 | OtherExpenditures |
| End Of Year Balance | 16044450 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14086663 | BeginningOfYearBalance |
| Contributions | 408111 | Contributions |
| Investment Earnings Or Losses | 2889067 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 446969 | GrantsOrScholarships |
| Other Expenditures | 108667 | OtherExpenditures |
| End Of Year Balance | 16828205 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12387849 | BeginningOfYearBalance |
| Contributions | 75630 | Contributions |
| Investment Earnings Or Losses | 1623184 | InvestmentEarningsOrLosses |
| End Of Year Balance | 14086663 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15422916 | BeginningOfYearBalance |
| Contributions | 868336 | Contributions |
| Investment Earnings Or Losses | -3674508 | InvestmentEarningsOrLosses |
| Administrative Expenses | 228895 | AdministrativeExpenses |
| End Of Year Balance | 12387849 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.30000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.49000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.21000 | TermEndowmentEOYBalance |
| 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 | 637718 | OtherCostOrOtherBasis |
| Book Value | 637718 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20221108 | OtherCostOrOtherBasis |
| Depreciation | 6974463 | Depreciation |
| Book Value | 13246645 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 576265 | OtherCostOrOtherBasis |
| Depreciation | 286043 | Depreciation |
| Book Value | 290222 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1960215 | OtherCostOrOtherBasis |
| Depreciation | 1641488 | Depreciation |
| Book Value | 318727 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 633243 | OtherCostOrOtherBasis |
| Depreciation | 589983 | Depreciation |
| Book Value | 43260 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14536572 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MUTUAL FUNDS - EQUITIES | 11368435 | F |
| MUTUAL FUNDS - FIXED INCOME | 5106143 | F |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 626110 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 17100688 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BONDS PAYABLE | $4,499,082 |
| LEASES PAYABLE | $34,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4533909 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 13384500 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1521996 | NetUnrealizedGainsInvestments |
| Other Revenues | 426016 | OtherRevenues |
| Revenue Not Rptd F990 | 1948012 | RevenueNotRptdF990 |
| Revenue Subtotal | 11436488 | RevenueSubtotal |
| Other Revenues Not Included | 2170838 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2170838 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13607326 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12109548 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 426016 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 426016 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11683532 | ExpensesSubtotal |
| Other Expenses Not Included | 2170838 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2170838 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13854370 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SCHOOL'S ENDOWMENT FUND CONSISTS OF VARIOUS DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED AS QUASI ENDOWMENTS BY THE BOARD OF TRUSTEES. THE SCHOOL'S ENDOWMENT FUND CONSISTS OF APPROXIMATELY 89 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS, SINCE THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ADDITIONALLY, THE SCHOOL HAS DONE AN ASSESSMENT OF ANY UNCERTAIN TAX POSITIONS AND HAS DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS TO RECORD AS A LIABILITY AT JUNE 30, 2013 AND 2012. FORM 990, FILED BY THE SCHOOL, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. GENERALLY, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE COST OF GOODS SOLD 181,915. SPECIAL EVENT EXPENSES 230,847. LOSS ON SALE OF FIXED ASSETS 13,254. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AND TUITION DISCOUNTS 2,170,838. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE COST OF GOODS SOLD 181,915. SPECIAL EVENT EXPENSES 230,847. LOSS ON SALE OF FIXED ASSETS 13,254. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AND TUITION DISCOUNTS 2,170,838. |
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 | NON-DISCRIMINATION POLICY IS STATED IN NEWSPAPER ADVERTISEMENTS, CATALOGS, AND BROCHURES. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GATOR GALA | NameOfEvent1 |
| Gross Receipts Event1 | 479582 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 316512 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 163070 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 48576 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 22812 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 159459 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 479582 | GrossReceiptsTotal |
| Charitable Contributions Total | 316512 | CharitableContributionsTotal |
| Gross Revenue Total Events | 163070 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 48576 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 22812 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 159459 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 230847 | DirectExpenseSummaryEvents |
| Net Income Summary | -67777 | 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 FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 182 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1533301 | AmountOfNonCashAssistance |
| Method Of Valuation | CURRENT TUITION RATES | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION FINANCIAL AID | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE I, PART I, LINE 2: ALL GRANTS REPRESENT INTERNAL TRANSFERS OF FUNDS FROM ENDOWMENT OR OTHER ACCOUNTS TO A REVENUE ACCOUNT FOR TUITION PAYMENTS. NO FUNDS ARE DISTRIBUTED DIRECTLY TO INDIVIDUALS. | Explanation |
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 |
| 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 (2 entries)
| TitleTitle | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTIAN SULLIVAN | ||||||||||||||
| HEADMASTER | 240325 | 0 | 0 | 0 | 0 | 0 | 11600 | 0 | 84586 | 0 | 336511 | 0 | 0 | 0 |
| REX BATES | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | 142966 | 0 | 0 | 0 | 0 | 0 | 7254 | 0 | 606 | 0 | 150826 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | UNDER A NEW COMPENSATION ARRANGEMENT PLAN, THE ORGANIZATION ACCRUED $20,000 OF DEFERRED COMPENSATION FOR HEADMASTER, WHICH IS INCLUDED IN OFFICER'S FISCAL YEAR COMPENSATION ON THE STATEMENT OF FUNCTIONAL EXPENSES. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 147613 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PROCEEDS FROM SALE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION ITEMS | Description |
| Number Of Contributions | 214 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 138380 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| 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 (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | ALL FINANCE COMMITTEE MEMBERS, 8 IN TOTAL, ARE PROVIDED A COPY OF THE COMPLETE FORM 990 FOR REVIEW AND APPROVAL PRIOR TO SIGNING AND FILING THE RETURN. THIS COMMITTEE INCLUDES MEMBERS WITH SIGNIFICANT NOT-FOR-PROFIT AND FORM 990 BACKGROUND, AND THEIR REVIEW IS FAIR IN THE AMOUNT OF DETAIL. THE REVIEW AND APPROVAL IS THEN REPORTED TO THE ENTIRE BOARD OF TRUSTEES. ADDITIONALLY, AN ELECTRONIC COPY OF THE RETURN IS SENT TO ALL TRUSTEES AFTER REVIEW BY THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY. ADDITIONALLY, THE BOARD OF TRUSTEES HOLDS A DISCUSSION TO ADDRESS ANY POSSIBLE BOARD CONFLICTS THAT SHOULD BE IDENTIFIED AND MONITORED AT THE ANNUAL BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE DETERMINES COMPENSATION AND ESTABLISHES GOALS FOR THE HEAD OF THE SCHOOL. A SECOND COMMITTEE, HEAD'S SUPPORT AND EVALUATION COMMITTEE, IS RESPONSIBLE FOR PREPARING AND GIVING THE ANNUAL EVALUATION FOR THE HEAD OF SCHOOL. COMPENSATION IS DETERMINED BASED ON BENCHMARKING INFORMATION AVAILABLE FROM OTHER SCHOOLS OF SIMILIAR SIZE. THE HEAD OF SCHOOL IS RESPONSIBLE FOR DETERMINING COMPENSATION LEVELS FOR ALL OTHER KEY EMPLOYEES. SALARY LEVELS ARE A FUNCTION OF JOB PERFORMANCE, YEARS OF SERVICE AND MARKET DATA ACCUMULATED FOR SIMILIAR POSITIONS. THE HEAD OF SCHOOL DETERMINES SALARY LEVELS, BUT THE BOARD OF TRUSTEES HAS ULTIMATE APPROVAL AUTHORITY VIA THEIR APPROVAL OF THE ANNUAL BUDGET THAT INCLUDES ALL PROPOSED SALARY INCREASES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Comments