STEWARD SCHOOL CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STEWARD SCHOOL CORPORATION (EIN 54-0914765)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-13
- IRS object ID
- 201343179349303019
- 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 K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T12:32:05-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | 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 | 200 SOUTH 10TH STREET SUITE 900 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23219 | 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 | 540914765 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEWARD SCHOOL CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEW | NameControl |
| Phone | 8047403394 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 GAYTON ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23238 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA S DWELLE | Name |
| Title | ASSOCIATE HEAD OF SCHOOL | Title |
| Phone | 8047403394 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AARON T ELLISON | Name |
| PTIN | P00625297 | PTIN |
| Phone | 8046735700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LISA S DWELLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 GAYTON ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23238 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16970416 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STEWARDSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | THE STEWARD SCHOOL OFFERS A COLLEGE-PREPARATORY CURRICULUM DESIGNED TO HELP STUDENTS, JK THROUGH GRADE 12, OF VARYING ABILITIES REACH THEIR EDUCATIONAL GOALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 282 | TotalNbrEmployees |
| Total Nbr Volunteers | 425 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1060610 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3251030 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12824206 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13272164 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 77131 | InvestmentIncomePriorYear |
| Investment Income Current Year | 41473 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 237094 | OtherRevenuePriorYear |
| Other Revenue Current Year | 312935 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14199041 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16877602 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1854599 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1747966 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8020427 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8327022 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 335295 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5763594 | OtherExpensePriorYear |
| Other Expenses Current Year | 5547657 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15638620 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15622645 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1439579 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1254957 | RevenuesLessExpensesCY |
| Total Assets BOY | 31968425 | TotalAssetsBOY |
| Total Assets EOY | 32755666 | TotalAssetsEOY |
| Total Liabilities BOY | 10539951 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9977864 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 21428474 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22777802 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE STEWARD SCHOOL'S MISSION IS TO PREPARE EACH CHILD FOR COLLEGE AND FOR LIFE. OUR CORE CHARACTER VALUES ARE HONOR, RESPONSIBILITY, AND ACHIEVEMENT, BALANCED BY CARING AND RESPECT FOR ONE'S SELF AND FOR OTHERS. STEWARD IS COMMITTED TO SMALL CLASSES AND SMALL OVERALL SIZE, WHICH ALLOW FOR DISCOVERY AND DEVELOPMENT OF EACH STUDENT'S UNIQUE TALENTS AND PASSIONS, WHILE PROVIDING MORE OPPORTUNITIES FOR INDIVIDUAL PARTICIPATION. WE BELIEVE AN ENVIRONMENT WITH A DIVERSITY OF TALENTS, ABILITIES, CULTURES AND BACKGROUNDS PROVIDE THE RICHEST AND MOST FULLY ROUNDED EDUCATIONAL EXPERIENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12359859 | Expense |
| Grants | 1747966 | Grants |
| Revenue | 13457411 | Revenue |
| Description | PROVIDES FORMAL INSTRUCTION FOR GRADES JK THROUGH 12 AND MAINTAINS A REGULAR FACULTY & CURRICULUM. ENROLLMENT IS APPROXIMATELY 630. | Description |
| Total Program Service Expense | 12359859 | 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | 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 | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | 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 | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 69 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 282 | 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 | 0 | 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 | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS LISA DWELLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8047403394 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 GAYTON ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23238 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| FERNAND BARUCH JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY BURRESS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DANIEL A CALDWELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARION S CHENAULT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LAWRENCE S EIBEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MATTHEW J ERNST | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LAURA W FORNASH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LARRY W FRENCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEBORAH B HANGER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN B LEWIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WALTER O'BRIEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| J KIM PENBERTHY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENNIS A PRYOR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FAISAL S QURESHI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT Q RHODES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONALD E STEEBER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES F STUTTS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES TERRY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| J NEIL TURNAGE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN C TWINING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANNE C WOODFIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONALD F DELANEY JR | ||||||
| CHAIRMAN | 4.00 | X | 0 | 0 | 0 | X |
| STEVE C HENDERSON | ||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| MARIA B JONES | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| KENNETH H SEWARD | ||||||
| HEADMASTER/ PRESIDENT | 40.00 | 203010 | 0 | 15437 | X | |
| LISA S DWELLE | ||||||
| ASSOCIATE HEAD OF SCHOOL / TREAS | 40.00 | 120036 | 0 | 5498 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 323046 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20935 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 2850422 | RelatedOrganizations |
| All Other Contributions | 400608 | AllOtherContributions |
| Noncash Contributions | 21810 | NoncashContributions |
| Total Contributions | 3251030 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT TUITIONS | 611600 | 12140678 | 12140678 |
| STUDENT FEES | 611600 | 1131486 | 1131486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13272164 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20869 | TotalRevenueColumn |
| Exclusion | $20,869 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 52142 | 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 | 52142 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52142 | TotalRevenueColumn |
| Exclusion | $52,142 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37923 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 17319 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37923 | Securities |
| Other | -17319 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20604 | TotalRevenueColumn |
| Exclusion | $20,604 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 151041 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 75495 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75546 | TotalRevenueColumn |
| Exclusion | $75,546 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SUMMER SKILLS PROGRAM | 611710 | 80614 | 80614 |
| SCHOOL STORE | 611710 | 58018 | 58018 |
| OTHER | 611710 | 33146 | 33146 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13469 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13469 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 185247 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16877602 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13457411 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $169,161 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1747966 | Total |
| Program Services | 1747966 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221688 | Total |
| Management And General | 193188 | ManagementAndGeneral |
| Fundraising | 28500 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6759158 | Total |
| Program Services | 5250582 | ProgramServices |
| Management And General | 1322973 | ManagementAndGeneral |
| Fundraising | 185603 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252071 | Total |
| Program Services | 194095 | ProgramServices |
| Management And General | 50414 | ManagementAndGeneral |
| Fundraising | 7562 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 567655 | Total |
| Program Services | 440960 | ProgramServices |
| Management And General | 111107 | ManagementAndGeneral |
| Fundraising | 15588 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 526450 | Total |
| Program Services | 408952 | ProgramServices |
| Management And General | 103042 | ManagementAndGeneral |
| Fundraising | 14456 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31745 | Total |
| Management And General | 31745 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64451 | Total |
| Management And General | 64451 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147804 | Total |
| Program Services | 36951 | ProgramServices |
| Management And General | 73902 | ManagementAndGeneral |
| Fundraising | 36951 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121907 | Total |
| Management And General | 121907 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138682 | Total |
| Program Services | 69341 | ProgramServices |
| Management And General | 69341 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1008273 | Total |
| Program Services | 882867 | ProgramServices |
| Management And General | 125406 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17578 | Total |
| Program Services | 7812 | ProgramServices |
| Management And General | 9766 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155458 | Total |
| Program Services | 113082 | ProgramServices |
| Management And General | 42376 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9207 | Total |
| Program Services | 8062 | ProgramServices |
| Management And General | 1145 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2125670 | Total |
| Program Services | 1861285 | ProgramServices |
| Management And General | 264385 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| STUDENT SUPPORT SERVICE | 598464 | 598464 | |
| INSTRUCTIONAL EXPENSE | 438547 | 438547 | |
| STUDENT ACTIVITIES | 153874 | 153874 | |
| EQUIP RENTAL & MAINTENA | 111113 | 66668 | 44445 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 424884 | Total |
| Program Services | 80351 | ProgramServices |
| Management And General | 297898 | ManagementAndGeneral |
| Fundraising | 46635 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15622645 | Total |
| Program Services | 12359859 | ProgramServices |
| Management And General | 2927491 | ManagementAndGeneral |
| Fundraising | 335295 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1297650 | BOY |
| EOY | 1192292 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19080 | BOY |
| EOY | 5357 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111131 | BOY |
| EOY | 88285 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20000 | BOY |
| EOY | 15000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56509 | BOY |
| EOY | 55556 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121021 | BOY |
| EOY | 156352 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 48964480 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20813244 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27377675 | BOY |
| EOY | 28151236 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1208332 | BOY |
| EOY | 1345894 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1757027 | BOY |
| EOY | 1745694 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31968425 | BOY |
| EOY | 32755666 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 902378 | BOY |
| EOY | 859404 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1943862 | BOY |
| EOY | 1757323 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7055000 | BOY |
| EOY | 6905000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 638711 | BOY |
| EOY | 456137 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10539951 | BOY |
| EOY | 9977864 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21418474 | BOY |
| EOY | 22769317 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 8485 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21428474 | BOY |
| EOY | 22777802 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31968425 | BOY |
| EOY | 32755666 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1254957 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 94371 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| 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 Consolidated | X | FinancialStatementConsolidated |
| 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 181041 | OtherCostOrOtherBasis |
| Book Value | 181041 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37825353 | OtherCostOrOtherBasis |
| Depreciation | 12967271 | Depreciation |
| Book Value | 24858082 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7251748 | OtherCostOrOtherBasis |
| Depreciation | 5329035 | Depreciation |
| Book Value | 1922713 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3706338 | OtherCostOrOtherBasis |
| Depreciation | 2516938 | Depreciation |
| Book Value | 1189400 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 28151236 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOND ISSUANCE COSTS | 101209 |
| DUE FROM FOUNDATION | 1644485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1745694 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR OTHERS | $103,814 |
| INTEREST RATE SWAP | $337,464 |
| CAPITAL LEASE OBLIGATION | $14,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 456137 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE SCHOOL'S POLICY IS TO RECORD A LIABILITY FOR UNRECOGNIZED TAX BENEFITS, AND ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT A TAX POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS OR RELATED INTEREST AND PENALTIES AT JUNE 31, 2013 AND, ACCORDINGLY, NO LIABILITY IS ACCRUED. | 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 | THE SCHOOL'S RACIALLY NON-DISCRIMINATORY POLICY TOWARDS STUDENTS IS ANNUALLY PUBLISHED THROUGH A PRINTED STATEMENT OF THE SCHOOL'S ADMINISTRATION POLICY IN THE LOCAL NEWSPAPER AND MAGAZINES. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 72721 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 72721 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 25161 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1731 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF CLASSIC | NameOfEvent2 |
| Gross Receipts Event2 | 32145 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 32145 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 700 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 5510 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 5730 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 46175 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 46175 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 145 | NonCashPrizesOtherEvents |
| Other Direct Expenses Other Events | 36518 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 151041 | GrossReceiptsTotal |
| Gross Revenue Total Events | 151041 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 845 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 30671 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 43979 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 75495 | DirectExpenseSummaryEvents |
| Net Income Summary | 75546 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| FINANCIAL AID | 120 | 1081886 | N/A |
| TUITION REMISSION | 41 | 666080 | N/A |
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: PARENTS ARE REQUIRED TO COMPLETE A FINANCIAL AID APPLICATION AND SUBMIT SUPPORTING TAX DOCUMENTS IN ORDER TO RECEIVE FINANCIAL AID. THE FINANCIAL AID COMMITTEE REVIEWS ALL APPLICATIONS AND SUPPORTING DOCUMENTS. THE AMOUNT OF THE FINANCIAL AID IS APPLIED DIRECTLY TO A STUDENT'S BILLING ACCOUNT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 1 | 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 | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KENNETH H SEWARD | NamePerson |
| Title | HEADMASTER/ PRESIDENT | Title |
| Base Compensation Filing Org | 197715 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 5295 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 10266 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 5171 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 218447 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THESE BENEFITS ARE ONLY APPLICABLE TO THE HEADMASTER. THE HEADMASTER'S SPOUSE TRAVELED WITH HIM ON CERTAIN OCCASIONS, AND THE TRAVEL SERVED A BONA FIDE BUSINESS PURPOSE. IN ADDITION, THE DISCRETIONARY SPENDING ACCOUNT IS ONLY FOR UNBUDGETED SCHOOL ITEMS AND NOT FOR PERSONAL USE. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC DEVELOPMENT AUTHORITY OF HENRICO COUNTY VA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 541197472 | IssuerEIN |
| Date Issued | 2010-11-01 | DateIssued |
| Issue Price | 7255000 | IssuePrice |
| Description Of Purpose | REFINANCE | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 7255000 | TotalProceeds |
| Issuance Costs From Proceeds | 138012 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 1 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BB&T | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KENNETH H SEWARD | NamePerson |
| Relationship With Organization | HEADMASTER | RelationshipWithOrganization |
| Purpose Of Loan | RETENTION | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $25,000 | OriginalPrincipalAmount |
| Balance Due | 15000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 15000 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Grant | 57895 | AmountOfGrant |
| Type Of Assistance | REMISSION (BASED ON SAME CRITERIA AS OTHER EMPLOYEES) | TypeOfAssistance |
| Purpose Of Assistance | TUITION ASSISTANCE | PurposeOfAssistance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL MAINTAINS A CONFLICT OF INTEREST POLICY WHICH IS REVIEWED AND SIGNED ON AN ANNUAL BASIS BY ALL TRUSTEES. IF A MATTER ARISES DURING THE YEAR THAT INVOLVES A POTENTIAL CONFLICT OF INTEREST FOR A TRUSTEE, THE TRUSTEE SHALL RECUSE HIMSELF/HERSELF FROM THE DISCUSSION AND VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEADMASTER'S COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE WHICH INCLUDES THE CHAIR, VICE CHAIR OF THE BOARD AND THE FINANCE COMMITTEE CHAIR. THE COMMITTEE REVIEWS COMPARATIVE DATA FROM A COMPENSATION SURVEY OR STUDY IN SETTING HIS COMPENSATION. HIS COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE PRIOR TO BEING SET. COMPENSATION IS REVIEWED ANNUALLY FOR ALL OFFICERS AND KEY EMPLOYEES. THE PERSONNEL COMMITTEE RECOMMENDS A GENERAL ANNUAL INCREASE FOR ALL EMPLOYEES. SPECIFIC AMOUNTS ARE DETERMINED BY THE HEADMASTER BASED ON THE ANNUAL INCREASE AND THE EMPLOYEE'S PERFORMANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEWARD SCHOOL FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 GAYTON ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23238 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510251819 | EIN |
| Primary Activities | FOUNDATION/ SUPPORTING ORGANIZATION | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWARD SCHOOL CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE STEWARD SCHOOL FOUNDATION | ||
| C | 2850422 | ACTUAL AMOUNT PAID |
| THE STEWARD SCHOOL FOUNDATION | ||
| O | 161591 | ACTUAL AMOUNT PAID |