LONG TRAIL SCHOOL INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LONG TRAIL SCHOOL INC (EIN 03-0253366)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-12
- IRS object ID
- 201203479349300425
- Schema version
- 2011v1.2
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-12T14:03:31-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020476956 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYLER SIMMS & STSAUVEUR CPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MORGAN DRIVE | AddressLine1 |
| City | LEBANON | City |
| State | NH | State |
| ZIP Code | 03766 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030253366 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LONG TRAIL SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LONG | NameControl |
| Phone | 8028675717 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1045 KIRBY HOLLOW ROAD | AddressLine1 |
| City | DORSET | City |
| State | VT | State |
| ZIP Code | 05251 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN DEAR | Name |
| Title | INTERIM HEAD OF SCHOOL | Title |
| Phone | 8028675717 | Phone |
| Date Signed | 2012-12-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W JAY SIMMS | Name |
| PTIN | P00435321 | PTIN |
| Phone | 6036530044 | Phone |
| Date Prepared | 2012-12-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVEN DEAR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1045 KIRBY HOLLOW RD | AddressLine1 |
| City | DORSET | City |
| State | VT | State |
| ZIP Code | 05251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6234748 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LONGTRAILSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | VT | StateLegalDomicile |
| Activity Or Mission Description | SECONDARY EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 74 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 676395 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 420871 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3502997 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3766884 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 372124 | InvestmentIncomePriorYear |
| Investment Income Current Year | 300837 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5503 | OtherRevenuePriorYear |
| Other Revenue Current Year | 23716 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4557019 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4512308 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 699478 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 658899 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2853102 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3170525 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 235707 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1300546 | OtherExpensePriorYear |
| Other Expenses Current Year | 1397497 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4853126 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5226921 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -296107 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -714613 | RevenuesLessExpensesCY |
| Total Assets BOY | 12566927 | TotalAssetsBOY |
| Total Assets EOY | 11760533 | TotalAssetsEOY |
| Total Liabilities BOY | 2210151 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2432460 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10356776 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9328073 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE AN INTELLECTUALLY ENRICHING COLLEGE-PREPARATORY CURRICULUM IN A SUPPORTIVE, CARING ENVIRONMENT TO FOSTER IN EACH STUDENT A LIFELONG COMMITMENT TO EXCELLENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3767533 | Expense |
| Grants | 658899 | Grants |
| Revenue | 3766884 | Revenue |
| Description | THE ORGANIZATION OPERATES A SECONDARY-LEVEL SCHOOL FOR GRADES 6 TO 12 AND DURING THE FISCAL YEAR 2012, PROVIDED EDUCATION TO 180 STUDENTS. | Description |
| Total Program Service Expense | 3767533 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 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 | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 74 | 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 | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA J HEINEL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8028675717 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1045 KIRBY HOLLOW ROAD | AddressLine1 |
| City | DORSET | City |
| State | VT | State |
| ZIP Code | 05251 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| STEVEN DEAR | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| GERRIT KOUWENHOVEN | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| MICHAEL SCHOZER | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| ANDREA ROSS | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JOHN SOBEL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHARLIE ROCKWELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ALDEN BOLDGET | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID GATES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT LLOYD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KATHLINE COLSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHRIS MORROW | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN SUITOR | ||||||
| HEAD OF SCHOOL | 40.00 | X | 178600 | 0 | 39832 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 178600 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 39832 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 420871 | AllOtherContributions |
| Noncash Contributions | 29111 | NoncashContributions |
| Total Contributions | 420871 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611600 | 3260606 | 3260606 |
| PROGRAM SUPPORT | 611710 | 457153 | 457153 |
| SUMMER PROGRAMS | 611600 | 49125 | 49125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3766884 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 123609 | TotalRevenueColumn |
| Exclusion | $123,609 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1870641 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1693413 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 177228 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 177228 | TotalRevenueColumn |
| Exclusion | $177,228 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 52743 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 29027 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23716 | TotalRevenueColumn |
| Exclusion | $23,716 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4512308 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3766884 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $324,553 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 658899 | Total |
| Program Services | 658899 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197935 | Total |
| Management And General | 197935 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2462262 | Total |
| Program Services | 1626618 | ProgramServices |
| Management And General | 644507 | ManagementAndGeneral |
| Fundraising | 191137 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63756 | Total |
| Program Services | 53938 | ProgramServices |
| Management And General | 9818 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266215 | Total |
| Program Services | 199449 | ProgramServices |
| Management And General | 51531 | ManagementAndGeneral |
| Fundraising | 15235 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180357 | Total |
| Program Services | 108647 | ProgramServices |
| Management And General | 57643 | ManagementAndGeneral |
| Fundraising | 14067 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21168 | Total |
| Management And General | 21168 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34336 | Total |
| Management And General | 34336 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29818 | Total |
| Management And General | 29818 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32097 | Total |
| Management And General | 32097 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124439 | Total |
| Program Services | 96371 | ProgramServices |
| Management And General | 28068 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133599 | Total |
| Program Services | 121599 | ProgramServices |
| Management And General | 12000 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10043 | Total |
| Program Services | 3944 | ProgramServices |
| Management And General | 6099 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43437 | Total |
| Program Services | 43437 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325450 | Total |
| Program Services | 325450 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68193 | Total |
| Program Services | 61798 | ProgramServices |
| Management And General | 6395 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DEPARTMENT EXPENSE | 145440 | 107769 | 37671 | |
| MISCELLANEOUS EXPENSE | 128198 | 109235 | 3695 | 15268 |
| REPAIRS AND MAINTENANCE | 127740 | 127740 | ||
| VEHICLE EXPENSE | 42912 | 42912 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130627 | Total |
| Program Services | 79727 | ProgramServices |
| Management And General | 50900 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5226921 | Total |
| Program Services | 3767533 | ProgramServices |
| Management And General | 1223681 | ManagementAndGeneral |
| Fundraising | 235707 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6269 | BOY |
| EOY | 8725 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60612 | BOY |
| EOY | 98619 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135491 | BOY |
| EOY | 62580 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93851 | BOY |
| EOY | 111863 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27699 | BOY |
| EOY | 28781 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70523 | BOY |
| EOY | 80260 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10322461 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3448877 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6547489 | BOY |
| EOY | 6873584 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5501742 | BOY |
| EOY | 4470396 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123251 | BOY |
| EOY | 25725 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12566927 | BOY |
| EOY | 11760533 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 278690 | BOY |
| EOY | 456653 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195655 | BOY |
| EOY | 175869 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1715987 | BOY |
| EOY | 1617821 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19819 | BOY |
| EOY | 182117 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2210151 | BOY |
| EOY | 2432460 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7202273 | BOY |
| EOY | 6472696 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 943111 | BOY |
| EOY | 528324 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2211392 | BOY |
| EOY | 2327053 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10356776 | BOY |
| EOY | 9328073 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12566927 | BOY |
| EOY | 11760533 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -714613 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -314090 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | 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 | 5636383 | BeginningOfYearBalance |
| Contributions | 384292 | Contributions |
| Investment Earnings Or Losses | -46850 | InvestmentEarningsOrLosses |
| Other Expenditures | 1354535 | OtherExpenditures |
| End Of Year Balance | 4619290 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5106987 | BeginningOfYearBalance |
| Contributions | 592615 | Contributions |
| Investment Earnings Or Losses | 962715 | InvestmentEarningsOrLosses |
| Other Expenditures | 1025934 | OtherExpenditures |
| End Of Year Balance | 5636383 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5322361 | BeginningOfYearBalance |
| Contributions | 577203 | Contributions |
| Investment Earnings Or Losses | 410985 | InvestmentEarningsOrLosses |
| Other Expenditures | 1203562 | OtherExpenditures |
| End Of Year Balance | 5106987 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6595968 | BeginningOfYearBalance |
| Contributions | 1344401 | Contributions |
| Investment Earnings Or Losses | -1413426 | InvestmentEarningsOrLosses |
| Other Expenditures | 1204582 | OtherExpenditures |
| End Of Year Balance | 5322361 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.38180 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.50380 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11440 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 410439 | OtherCostOrOtherBasis |
| Book Value | 410439 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8606307 | OtherCostOrOtherBasis |
| Depreciation | 2525941 | Depreciation |
| Book Value | 6080366 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 216373 | OtherCostOrOtherBasis |
| Book Value | 216373 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1089342 | OtherCostOrOtherBasis |
| Depreciation | 922936 | Depreciation |
| Book Value | 166406 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6873584 | TotalOfBookValueLandBuildings |
| Total Revenue | 4512308 | TotalRevenue |
| Total Expenses | 5226921 | TotalExpenses |
| Excess Or Deficit For Year | -714613 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -314090 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -314090 | TotalAdjustments |
| Excess Or Deficit Per FS | -1028703 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3509501 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -314090 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -314090 | RevenueNotRptdF990 |
| Revenue Subtotal | 3823591 | RevenueSubtotal |
| Investment Expenses Not Included | 29818 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 658899 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 688717 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4512308 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4538204 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4538204 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 29818 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 658899 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 688717 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5226921 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THEIR ARE VARIOUS USES FOR THE ENDOWMENT FUND FROM SCHOLARSHIPS, PROFESSIONAL DEVELOPMENT, AND GENERAL & ADMINISTRATIVE PURPOSES. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 658,899. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 658,899. |
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 PUBLICIZES ITS RACIAL NONDISCRIMINATORY POLICY IN ALL ADVERTISING AND BROCHURES. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FAR OUT BENEFIT | NameOfEvent1 |
| Gross Receipts Event1 | 36589 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 36589 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 13847 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 11575 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 11575 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 6924 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 48164 | GrossReceiptsTotal |
| Gross Revenue Total Events | 48164 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 20771 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 20771 | DirectExpenseSummaryEvents |
| Net Income Summary | 27393 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 160 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 658899 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | FINANCIAL AID | DescriptionOfNonCashAssistance |
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 ORGANIZATION'S GRANTS ARE ISSUED TO STUDENTS AS FINANCIAL AID. IN MOST CASES, TUITION IS REDUCED BY THE GRANT LEAVING A NET AMOUNT THAT THE STUDENT MUST PAY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | JOHN SUITOR | NamePerson |
| Base Compensation Filing Org | 178600 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 9794 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 30038 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 218432 | 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 (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE HEAD OF SCHOOL, JOHN SUITOR, WAS PROVIDED WITH $12,000 FOR HOUSING AND $6,000 AS A CAR ALLOWANCE DURING THE FISCAL YEAR. THE ABOVE AMOUNTS WERE INCLUDED ON HIS W-2 AS TAXABLE COMPENSATION. |
| PART I, LINE 1B | IN 2009, THE SCHOOL LOANED THE HEAD OF SCHOOL, JOHN SUITOR, $25,200 TO PAY FOR A MEMBERSHIP IN THE DORSET FIELD CLUB. THE DETAILS OF THIS LOAN ARE SHOWN ON SCHEDULE L. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERMONT ECONOMIC DEVELOPMENT AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 036024497 | IssuerEIN |
| Date Issued | 2001-07-01 | DateIssued |
| Issue Price | 2500000 | IssuePrice |
| Description Of Purpose | FINANCE CONSTRUCTION | 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) |
|---|---|---|
| Amount Retired | 882179 | AmountRetired |
| Total Proceeds | 2317658 | TotalProceeds |
| Issuance Costs From Proceeds | 182342 | IssuanceCostsFromProceeds |
| Capital Expenditures | 2317658 | CapitalExpenditures |
| Year Of Subst Completion | 2003 | YearOfSubstCompletion |
| Current Refunding | 0 | 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) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN SUITOR | NamePerson |
| Purpose Of Loan | CLUB MEMBERSHIP | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $25,315 | OriginalPrincipalAmount |
| Balance Due | 28781 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 28781 | TotalBalanceDue |
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 | 29111 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | IN INSTANCES WHERE THE SCHOOL RECEIVES SECURITIES AS GIFTS, DONORS ARE GIVEN DELIVERY INSTRUCTIONS TO CONTACT VANGUARD, WHOM THE SCHOOL USES TO PROCESS AND SELL SUCH GIFTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE BOARD TREASURER AS WELL AS BY THE BUSINESS MANAGER. THE BOARD OF DIRECTORS APPROVES THE FORM 990 BASED ON THE BOARD TREASURER'S REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS CIRCULATED TO THE BOARD OF DIRECTORS REGULARLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A BOARD COMMITTEE REVIEWS PERFORMANCE AND MAKES A COMPENSATION RECOMMENDATION TO THE BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -314,090. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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