UNIVERSITY PREPARATORY ACADEMY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY PREPARATORY ACADEMY (EIN 91-0974344)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-04
- IRS object ID
- 201201259349301405
- Schema version
- 2010v3.4
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-04T14:34:48-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910974344 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY PREPARATORY ACADEMY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 2068321107 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 25TH AVENUE NE | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98115 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN LANSVERK | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 2068321107 | Phone |
| Date Signed | 2012-04-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARA ELIZABETH J HYRE | Name |
| Phone | 4254544919 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ERICA HAMLIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 25TH AVENUE NE | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16348732 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNIVERSITYPREP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | INDEPENDENT SCHOOL PROVIDING PRIVATE EDUCATION TO 500 STUDENTS GRADES 6 THRU 12 SINCE 1976. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 206 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3808432 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2489773 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12481753 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13445104 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 124522 | InvestmentIncomePriorYear |
| Investment Income Current Year | 131821 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1188 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3673 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16415895 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16070371 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1706510 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1818762 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8327686 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8719078 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 600366 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3569929 | OtherExpensePriorYear |
| Other Expenses Current Year | 4113577 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13604125 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14651417 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2811770 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1418954 | RevenuesLessExpensesCY |
| Total Assets BOY | 40292841 | TotalAssetsBOY |
| Total Assets EOY | 43738074 | TotalAssetsEOY |
| Total Liabilities BOY | 11983000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12270188 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28309841 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31467886 | NetAssetsOrFundBalancesEOY |
| Mission Description | UNIVERSITY PREPARATORY ACADEMY IS COMMITTED TO DEVELOPING EACH STUDENT'S POTENTIAL TO BECOME AN INTELLECTUALLY COURAGEOUS AND SOCIALLY RESPONSIBLE CITIZEN OF THE WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12316621 | Expense |
| Grants | 1818762 | Grants |
| Revenue | 13445104 | Revenue |
| Description | UNIVERSITY PREPARATORY ACADEMY (U PREP) IS AN INDEPENDENT SCHOOL PROVIDING PRIVATE EDUCATION TO 500 STUDENTS GRADES 6 THRU 12 SINCE 1976. U PREP IS ACCREDITED WITH THE PACIFIC NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS AND THE STATE OF WASHINGTON. U PREP IS COMMITTED TO DEVELOPING EACH STUDENT'S POTENTIAL TO BECOME AN INTELLECTUALLY COURAGEOUS AND SOCIALLY RESPONSIBLE CITIZEN OF THE WORLD. | Description |
| Total Program Service Expense | 12316621 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 42 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 206 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN LANSVERK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2068321103 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 25TH AVENUE NE | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (28 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 |
|---|---|---|---|---|---|---|---|
| MIKAL THOMSEN | |||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | |
| ROBERT LIPMAN | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| BOB DAVIDSON | |||||||
| VICE PRESIDENT | 2.50 | X | X | 0 | 0 | 0 | |
| WATSON BLAIR | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| SPOON DICKEY | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| KATIE DRISCOLL | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| KAREN SIMMONDS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TERRY FROGGATT | |||||||
| TRUSTEE | 1.00 | X | 252 | 0 | 0 | ||
| PATRICIA LANDY | |||||||
| CURRENT FACULTY & TRUSTEE | 40.00 | X | 45113 | 0 | 8837 | ||
| BRUCE CARBARY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ELIZABETH CAUSBY-MILES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BILL GOLDBERG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROB JOHNSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PERIS JOYNER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL KELLY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARY STEVENS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ERICA HAMLIN | |||||||
| HEAD OF SCHOOL | 40.00 | X | X | 278156 | 0 | 23064 | |
| DON BLAKENEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ARU CHANDORKAR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| COLLEEN FERRIS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LYN HIATT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GARY SHENK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TY TALBOT | |||||||
| CURRENT FACULTY & TRUSTEE | 40.00 | X | 60533 | 0 | 10689 | ||
| LINDA WALKER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KORYNNE WRIGHT | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| SUSIE WU | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN LANSVERK | |||||||
| DIRECTOR OF FINANCE | 40.00 | X | 158208 | 0 | 17431 | ||
| KENNETH JAFFE | |||||||
| UPPER SCHOOL DIRECTOR | 40.00 | 143092 | 0 | 16432 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 685354 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 76453 | 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 (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SKANSKA USA BUILDING | |||||
| 221 YALE AVENUE SUITE 400 | SEATTLE | WA | 98109 | CONTRACTOR SERVICES | 2820030 |
| MITHUN | |||||
| PIER 56 1201 ALASKAN WAY 200 | SEATTLE | WA | 98101 | ARCHITECT SERVICES | 388516 |
| SIEMENS BUILDING TECHNOLOGY | |||||
| 22010 SE 51ST ST | ISSAQUAH | WA | 98029 | HVAC SERVICES | 163997 |
| LAKESIDE SCHOOL | |||||
| 14505 1ST AVE NE | SEATTLE | WA | 98125 | TRANSPORTATION | 133590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 151177 | FundraisingEvents |
| All Other Contributions | 2338596 | AllOtherContributions |
| Noncash Contributions | 355230 | NoncashContributions |
| Total Contributions | 2489773 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION AND FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 13445104 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13445104 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13445104 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 133985 | TotalRevenueColumn |
| Exclusion | $133,985 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 48225 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 47748 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 477 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 477 | TotalRevenueColumn |
| Exclusion | $477 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2164 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -2164 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2164 | TotalRevenueColumn |
| Exclusion | -$2,164 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 221425 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 151177 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 226109 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4684 | TotalRevenueColumn |
| Exclusion | -$4,684 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 10000 | GrossIncomeGaming |
| Gaming Direct Expenses | 2340 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7660 | TotalRevenueColumn |
| Exclusion | $7,660 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 220 | TotalRevenueColumn |
| Exclusion | $220 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 220 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16070371 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13445104 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $135,494 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1818762 | Total |
| Program Services | 1818762 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 615642 | Total |
| Program Services | 499472 | ProgramServices |
| Management And General | 89011 | ManagementAndGeneral |
| Fundraising | 27159 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6546325 | Total |
| Program Services | 5311055 | ProgramServices |
| Management And General | 946481 | ManagementAndGeneral |
| Fundraising | 288789 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352298 | Total |
| Program Services | 285821 | ProgramServices |
| Management And General | 50936 | ManagementAndGeneral |
| Fundraising | 15541 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 624625 | Total |
| Program Services | 506760 | ProgramServices |
| Management And General | 90310 | ManagementAndGeneral |
| Fundraising | 27555 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 580188 | Total |
| Program Services | 470708 | ProgramServices |
| Management And General | 83885 | ManagementAndGeneral |
| Fundraising | 25595 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12144 | Total |
| Management And General | 12144 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43347 | Total |
| Management And General | 43347 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84758 | Total |
| Management And General | 83441 | ManagementAndGeneral |
| Fundraising | 1317 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59317 | Total |
| Program Services | 50241 | ProgramServices |
| Management And General | 6110 | ManagementAndGeneral |
| Fundraising | 2966 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1376595 | Total |
| Program Services | 1228325 | ProgramServices |
| Management And General | 50382 | ManagementAndGeneral |
| Fundraising | 97888 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 763472 | Total |
| Program Services | 644884 | ProgramServices |
| Management And General | 79834 | ManagementAndGeneral |
| Fundraising | 38754 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10074 | Total |
| Program Services | 7467 | ProgramServices |
| Management And General | 2565 | ManagementAndGeneral |
| Fundraising | 42 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121635 | Total |
| Program Services | 110895 | ProgramServices |
| Management And General | 10260 | ManagementAndGeneral |
| Fundraising | 480 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131454 | Total |
| Program Services | 111341 | ProgramServices |
| Management And General | 13540 | ManagementAndGeneral |
| Fundraising | 6573 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1184521 | Total |
| Program Services | 1003289 | ProgramServices |
| Management And General | 122006 | ManagementAndGeneral |
| Fundraising | 59226 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BUS PASSES | 140223 | 140223 | ||
| DUES | 61518 | 39009 | 17481 | 5028 |
| STUDENT ACTIVITIES | 52987 | 52987 | ||
| AWARDS & GIFTS | 38714 | 21234 | 13857 | 3623 |
| STAFF RECRUITING | 17014 | 17014 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15804 | Total |
| Program Services | 14148 | ProgramServices |
| Management And General | 1826 | ManagementAndGeneral |
| Fundraising | -170 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14651417 | Total |
| Program Services | 12316621 | ProgramServices |
| Management And General | 1734430 | ManagementAndGeneral |
| Fundraising | 600366 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5949748 | BOY |
| EOY | 5172995 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1115733 | BOY |
| EOY | 1064636 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2375432 | BOY |
| EOY | 1957002 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172286 | BOY |
| EOY | 141757 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33426018 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10010988 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20888621 | BOY |
| EOY | 23415030 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8282732 | BOY |
| EOY | 10497798 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171634 | BOY |
| EOY | 161958 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1336655 | BOY |
| EOY | 1326898 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40292841 | BOY |
| EOY | 43738074 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1074578 | BOY |
| EOY | 1185671 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3982236 | BOY |
| EOY | 4389743 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5800000 | BOY |
| EOY | 5600000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365253 | BOY |
| EOY | 304377 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 760933 | BOY |
| EOY | 790397 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11983000 | BOY |
| EOY | 12270188 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18847734 | BOY |
| EOY | 23064353 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3656153 | BOY |
| EOY | 2508338 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5805954 | BOY |
| EOY | 5895195 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28309841 | BOY |
| EOY | 31467886 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40292841 | BOY |
| EOY | 43738074 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1418954 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1739091 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5319058 | BeginningOfYearBalance |
| Contributions | 573966 | Contributions |
| Investment Earnings Or Losses | 1151201 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 121107 | GrantsOrScholarships |
| Other Expenditures | 106524 | OtherExpenditures |
| End Of Year Balance | 6816594 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4499538 | BeginningOfYearBalance |
| Contributions | 423914 | Contributions |
| Investment Earnings Or Losses | 395606 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5319058 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5396229 | BeginningOfYearBalance |
| Contributions | 394261 | Contributions |
| Investment Earnings Or Losses | -1094082 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 120595 | GrantsOrScholarships |
| Other Expenditures | 76275 | OtherExpenditures |
| End Of Year Balance | 4499538 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.09000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.91000 | PermanentEndowmentEOYBalance |
| 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 | 329072 | OtherCostOrOtherBasis |
| Book Value | 329072 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9202740 | OtherCostOrOtherBasis |
| Depreciation | 2706202 | Depreciation |
| Book Value | 6496538 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 227563 | OtherCostOrOtherBasis |
| Depreciation | 196662 | Depreciation |
| Book Value | 30901 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2433734 | OtherCostOrOtherBasis |
| Depreciation | 1632017 | Depreciation |
| Book Value | 801717 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21232909 | OtherCostOrOtherBasis |
| Depreciation | 5476107 | Depreciation |
| Book Value | 15756802 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23415030 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED POST RETIREMENT BENEFITS | $542,251 |
| RETIREMENT ANNUITY PAYABLE | $248,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 790397 | TotalOfAmounts |
| Total Revenue | 16070371 | TotalRevenue |
| Total Expenses | 14651417 | TotalExpenses |
| Excess Or Deficit For Year | 1418954 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1739091 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1739091 | TotalAdjustments |
| Excess Or Deficit Per FS | 3158045 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16098261 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1739091 | NetUnrealizedGainsInvestments |
| Other Revenues | -1818762 | OtherRevenues |
| Revenue Not Rptd F990 | -79671 | RevenueNotRptdF990 |
| Revenue Subtotal | 16177932 | RevenueSubtotal |
| Other Revenues Not Included | -107561 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -107561 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16070371 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12940216 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 107561 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 107561 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12832655 | ExpensesSubtotal |
| Other Expenses Not Included | 1818762 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1818762 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14651417 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ORGANIZATION HAS APPROXIMATELY 24 FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE FUNDS ARE USED ACCORDING TO THE ENDOWMENT SPENDING POLICY. THE PERMANENTLY RESTRICTED ENDOWMENTS HAVE SPECIFIC PURPOSES THEY WERE GIVEN FOR BY DONORS: FINANCIAL AID, PROFESSIONAL DEVELOPMENT, AND UNRESTRICTED USE AMONGST OTHERS. THE UNRESTRICTED FUNDS SUPPORT THE GENERAL OPERATING BUDGET. OUR CAMPAIGN FOR ENDOWMENT GAVE DONORS THE ABILITY TO GIVE TO UNRESTRICTED USE, FINANCIAL AID, PROFESSIONAL DEVELOPMENT, FACULTY SALARY SUPPORT, AND INTERNATIONAL EDUCATION. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -1,818,762. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES -55,309. GAMING EXPENSE -2,340. RENTAL EXPENSE -47,748. GAIN/LOSS ON DISPOSAL -2,164. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES 55,309. GAMING EXPENSE 2,340. RENTAL EXPENSE 47,748. GAIN/LOSS ON DISPOSAL 2,164. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,818,762. |
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 | 1 | 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 (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | WE JOIN WITH OTHER SCHOOLS ACCREDITED BY THE PACIFIC NORTHWEST ASSOCIATION OF INDEPENDENT SCHOOLS TO ADVERTISE ANNUALLY OUR NONDISCRIMINATORY POLICY IN THE MEDIA FOR THE COMMUNITY WE SERVE. UNIVERSITY PREPARATORY ACADEMY IS SPECIFICALLY LISTED IN THESE ADVERTISEMENTS. |
| EXPLANATION OF RACIAL DISCRIMINATION | SCHEDULE E, PART I, LINE 5 | FINANCIAL AID IS USED AS AN ENROLLMENT MANAGEMENT TOOL SO RACE IS CONSIDERED BECAUSE WE USE IT TO INCREASE OUR RACIAL DIVERSITY. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICE | STUDENT TRAVEL AND EDUCATION PROGRAMS | 3778 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICE | STUDENT TRAVEL AND EDUCATION PROGRAMS | 1045 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE | STUDENT TRAVEL AND EDUCATION PROGRAMS | 12199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 17022 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 17022 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | SCHEDULE F, PART I, LINE 2: FUNDS ARE USED FOR OUR GLOBAL EDUCATION TRIPS OUTSIDE THE U.S. THE FUNDS ARE USED FOR HOUSING, FOOD, AND PROGRAM EXPENSES DURING THE TRIPS. | |
| OTHER INFORMATION | PART I, COLUMN F- AMOUNTS ARE BASED ON AN ACCRUAL METHOD OF ACCOUNTING. | SCHEDULE F, PART V |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 372602 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 151177 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 221425 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 43796 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 182313 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 372602 | GrossReceiptsTotal |
| Charitable Contributions Total | 151177 | CharitableContributionsTotal |
| Gross Revenue Total Events | 221425 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 43796 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 182313 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 226109 | DirectExpenseSummaryEvents |
| Net Income Summary | -4684 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| FINANCIAL AID | 96 | 1787526 | BOOK | INCLUDES TUITION, TEXTBOOKS, TRANSPORTATION AND LUNCH |
| EXCHANGE STUDENTS | 1 | 26235 | BOOK | TUITION FOR 1 FOREIGN EXCHANGE STUDENT |
| WELGAN SCHOLARSHIP | 1 | 5000 | BOOK | TUITION ASSISTANCE |
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: THE ASSOCIATE DIRECTOR OF FINANCIAL AID PROCESSES APPLICATIONS FOR FINANCIAL AID. THE FINANCIAL AID COMMITTEE REVIEWS AND APPROVES THE RECOMMENDED AWARDS. APPROVED AWARDS ARE REFLECTED ON CONTRACTS THAT ARE SIGNED BY PARENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| 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 (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERICA HAMLIN | |||||||||||||
| 242156 | 0 | 25000 | 0 | 11000 | 0 | 17150 | 0 | 5914 | 0 | 301220 | 0 | 0 | 0 |
| SUSAN LANSVERK | |||||||||||||
| 158208 | 0 | 0 | 0 | 0 | 0 | 11117 | 0 | 6314 | 0 | 175639 | 0 | 0 | 0 |
| KENNETH JAFFE | |||||||||||||
| 143092 | 0 | 0 | 0 | 0 | 0 | 10118 | 0 | 6314 | 0 | 159524 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | ERICA HAMLIN RECEIVED $5,000 AS HOUSING ALLOWANCE AND $6,000 AS CAR ALLOWANCE. THESE PAYMENTS WERE TREATED AS TAXABLE COMPENSATION. THE DISCRETIONARY SPENDING ACCOUNT IS FOR SCHOOL RELATED EXPENSES AND RECEIPTS ARE PROVIDED. THESE PAYMENTS WERE NOT TREATED AS TAXABLE COMPENSATION. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Grant | 30815 | AmountOfGrant |
| Type Of Assistance | DISCOUNTED TUITION | TypeOfAssistance |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 184430 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 | 272 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 170800 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST OR SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART I, LINE 6 | VOLUNTEERS ORGANIZE THE ANNUAL AUCTION, SERVE ON COMMITTEES/BOARD AND PARENT COUNCIL ACTIVITIES. | |
| THE FINANCE AND EXECUTIVE COMMITTEES REVIEW AND APPROVE THE FORM 990. | FORM 990, PART VI, SECTION B, LINE 11 | |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST STATEMENT IS COMPLETED BY EACH TRUSTEE EACH YEAR. THEY ARE REVIEWED TO DETERMINE IF ANY CONFLICTS ARE INDICATED. THE PRESIDENT OF THE BOARD WOULD REVIEW ANY CONFLICTS THAT ARE DISCLOSED. IF A CONFLICT IS FOUND, THE TRUSTEE WOULD RECUSE HIMSELF/HERSELF FROM VOTING ON OR DISCUSSING THE MATTER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF SCHOOL'S COMPENSATION IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES THROUGH A THOROUGH PROCESS OF REVIEWING PERFORMANCE AND COMPARABLE COMPENSATION DATA FROM PEER SCHOOLS COLLECTED FROM AN INDEPENDENT SOURCE. THIS PROCESS WAS LAST UNDERTAKEN IN JUNE 2010. THE DIRECTOR OF FINANCE'S COMPENSATION IS ESTABLISHED BY THE HEAD OF SCHOOL USING THE SAME PROCESS. THIS PROCESS WAS LAST UNDERTAKEN IN MAY 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| PART VII | SOME OF THE TRUSTEES ARE ALSO TEACHERS FOR THE ORGANIZATION AND RECEIVE COMPENSATION FOR THEIR SERVICES AS TEACHERS ONLY. THE HEAD OF THE SCHOOL AND DIRECTOR OF FINANCE ARE CONSIDERED OFFICERS AND RECEIVE COMPENSATION FOR THEIR SERVICES AS CEO AND CFO. COMPENSATED INDIVIDUALS RECUSE THEMSELVES FROM DISCUSSING AND VOTING ON CERTAIN MATTERS PER THE BY-LAWS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 1,739,091. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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