NORTH YARMOUTH ACADEMY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NORTH YARMOUTH ACADEMY (EIN 01-0211536)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-11
- IRS object ID
- 201211029349300201
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-11T07:31:36-05:00 | 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 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 041041100 | 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 | 010211536 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | North Yarmouth Academy | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 2078462380 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 Main Street | AddressLine1 |
| City | Yarmouth | City |
| State | ME | State |
| ZIP Code | 04096 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Diana Garcia | Name |
| Title | Treasurer | Title |
| Phone | 2078462380 | Phone |
| Date Signed | 2012-03-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barbara J McGuan CPA | Name |
| Phone | 2077752387 | Phone |
| Date Prepared | 2012-03-31 | DatePrepared |
| 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 | Brad Choyt | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 Main Street | AddressLine1 |
| City | Yarmouth | City |
| State | ME | State |
| ZIP Code | 04096 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7858290 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.nya.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1814 | YearFormation |
| State Legal Domicile | ME | StateLegalDomicile |
| Activity Or Mission Description | Education of grades 5 through 12 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 144 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | -6999 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -143803 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 467818 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 438209 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7325812 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7144452 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 89953 | InvestmentIncomePriorYear |
| Investment Income Current Year | 70498 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -83305 | OtherRevenuePriorYear |
| Other Revenue Current Year | -61192 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7800278 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7591967 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1493586 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1690881 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4099942 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3933096 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 266175 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2611554 | OtherExpensePriorYear |
| Other Expenses Current Year | 2580811 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8205082 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8204788 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -404804 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -612821 | RevenuesLessExpensesCY |
| Total Assets BOY | 18919191 | TotalAssetsBOY |
| Total Assets EOY | 18212017 | TotalAssetsEOY |
| Total Liabilities BOY | 5718964 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5003519 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13200227 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13208498 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | North Yarmouth Academy is an independent, college preparatory, coeducational day school serving students in grades five through twelve. The school offers a structured program that sets clear standards and high expectations in an environment that emphasizes values of mutual respect, trust and community. North Yarmouth Academy is dedicated to fostering integrity, character and intellect in young adults. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6670718 | Expense |
| Grants | 1690881 | Grants |
| Revenue | 7144452 | Revenue |
| Description | The Academy operates a private secondary day school in Yarmouth, Maine with 275 students from grades five through twelve.The North Yarmouth Academy program encourages students to develop:1. Problem-solving skills based on sound analytical and creative thought2. Sophistication in writing, speaking and artistic expression3. Appreciation for the importance of athletic activity, teamwork and cooperation4. Self-confidence and self-respect through a breadth of experiences that extend beyond the classroom5. Concern for the larger community and an appreciation for the natural environment6. Desire to continue the process of lifelong learning | Description |
| Total Program Service Expense | 6670718 | 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 | 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 | 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 | 0 | 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 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 144 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | 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 | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 | Kim Bridgham | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2078462380 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 Main Street | AddressLine1 |
| City | Yarmouth | City |
| State | ME | State |
| ZIP Code | 04096 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Allen Bornheimer | ||||||
| Vice President | 1.00 | X | X | 0 | 0 | 0 |
| Margaret Fast | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| David Fenderson | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Jay Flower | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Diana Garcia | ||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| MaryEllen Fitzgerald | ||||||
| Past Trustee | 1.00 | X | 0 | 0 | 0 | |
| Richard Abbondanza | ||||||
| President | 1.00 | X | X | 0 | 0 | 0 |
| John Carpenter | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| David Champoux | ||||||
| Vice President | 1.00 | X | X | 0 | 0 | 0 |
| Charles Gendron | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Mike Healy | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Lynn Noyes | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Tracey Russell | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Cindy Maxsimic | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Priscilla Savage | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Laurie Hasty | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Betsy Mead | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Linc Merrill | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Brian Noyes | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Ted Sharp | ||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 |
| David Warren | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Jean Wilkinson | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Michael Rayder | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Dan O'Halloran | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Steve Bachelder | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Susan Burns | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Lynne Roche | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Dave Daigler | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Julie Moss | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Peter W Mertz | ||||||
| Headmaster | 60.00 | X | 193658 | 0 | 21447 | |
| John T Drisko | ||||||
| Assistant Head of School | 60.00 | X | 108642 | 0 | 20003 | |
| Kimberly G Bridgham | ||||||
| CFO | 50.00 | X | 58092 | 0 | 5567 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 360392 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 47017 | 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 |
| Fundraising Events | 5405 | FundraisingEvents |
| All Other Contributions | 432804 | AllOtherContributions |
| Noncash Contributions | 22589 | NoncashContributions |
| Total Contributions | 438209 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Tuition & Fees | 611710 | 6490314 | 6490314 | |
| Arena Income | 531120 | 330290 | 266716 | 63574 |
| Auxiliary Income | 611710 | 233450 | 233450 | |
| Other Program Revenue | 611710 | 73859 | 73859 | |
| Summer Revenue | 611710 | 16539 | 16539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7144452 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70498 | TotalRevenueColumn |
| Exclusion | $70,498 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 126098 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 243651 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -117553 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -117553 | TotalRevenueColumn |
| Unrelated Business Revenue | -70573 | UnrelatedBusinessRevenue |
| Exclusion | -$46,980 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 79033 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 5405 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 22672 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56361 | TotalRevenueColumn |
| Exclusion | $56,361 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7591967 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7080878 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -6999 | UnrelatedBusinessRevenue |
| Exclusion | $79,879 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1690881 | Total |
| Program Services | 1690881 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407409 | Total |
| Management And General | 407409 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2754772 | Total |
| Program Services | 2401282 | ProgramServices |
| Management And General | 176577 | ManagementAndGeneral |
| Fundraising | 176913 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10988 | Total |
| Program Services | 9471 | ProgramServices |
| Management And General | 1146 | ManagementAndGeneral |
| Fundraising | 371 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 529317 | Total |
| Program Services | 470043 | ProgramServices |
| Management And General | 38636 | ManagementAndGeneral |
| Fundraising | 20638 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230610 | Total |
| Program Services | 180990 | ProgramServices |
| Management And General | 37493 | ManagementAndGeneral |
| Fundraising | 12127 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6179 | Total |
| Program Services | 1236 | ProgramServices |
| Management And General | 4634 | ManagementAndGeneral |
| Fundraising | 309 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32297 | Total |
| Program Services | 6459 | ProgramServices |
| Management And General | 24223 | ManagementAndGeneral |
| Fundraising | 1615 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10692 | Total |
| Management And General | 10692 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86702 | Total |
| Program Services | 1992 | ProgramServices |
| Management And General | 84710 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102709 | Total |
| Program Services | 3541 | ProgramServices |
| Management And General | 99168 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482519 | Total |
| Program Services | 338459 | ProgramServices |
| Management And General | 110002 | ManagementAndGeneral |
| Fundraising | 34058 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417553 | Total |
| Program Services | 299691 | ProgramServices |
| Management And General | 113448 | ManagementAndGeneral |
| Fundraising | 4414 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59506 | Total |
| Program Services | 56171 | ProgramServices |
| Management And General | 2300 | ManagementAndGeneral |
| Fundraising | 1035 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6298 | Total |
| Program Services | 2921 | ProgramServices |
| Management And General | 1638 | ManagementAndGeneral |
| Fundraising | 1739 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258491 | Total |
| Program Services | 258491 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 706772 | Total |
| Program Services | 578093 | ProgramServices |
| Management And General | 128679 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28124 | Total |
| Program Services | 22509 | ProgramServices |
| Management And General | 4881 | ManagementAndGeneral |
| Fundraising | 734 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Education Expense | 178414 | 162903 | 8007 | 7504 |
| Provision for Uncollect | 133582 | 133582 | ||
| Miscellaneous Expense | 41531 | 31941 | 5840 | 3750 |
| Capital Expenditures | 23035 | 20062 | 2005 | 968 |
| Bad Debt Expense | 6407 | 6407 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8204788 | Total |
| Program Services | 6670718 | ProgramServices |
| Management And General | 1267895 | ManagementAndGeneral |
| Fundraising | 266175 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 509124 | BOY |
| EOY | 611531 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242895 | BOY |
| EOY | 176958 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1443298 | BOY |
| EOY | 905718 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13380 | BOY |
| EOY | 27522 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140116 | BOY |
| EOY | 23998 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19868903 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7344059 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13151979 | BOY |
| EOY | 12524844 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3061359 | BOY |
| EOY | 3552444 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34456 | BOY |
| EOY | 27966 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 322584 | BOY |
| EOY | 361036 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18919191 | BOY |
| EOY | 18212017 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419501 | BOY |
| EOY | 366722 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 572327 | BOY |
| EOY | 590743 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1853130 | BOY |
| EOY | 1779214 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45000 | BOY |
| EOY | 45000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2796476 | BOY |
| EOY | 2211060 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32530 | BOY |
| EOY | 10780 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5718964 | BOY |
| EOY | 5003519 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8973214 | BOY |
| EOY | 9253647 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2315832 | BOY |
| EOY | 2019054 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1911181 | BOY |
| EOY | 1935797 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13200227 | BOY |
| EOY | 13208498 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18919191 | BOY |
| EOY | 18212017 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -612821 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 621092 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| 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 | 3061359 | BeginningOfYearBalance |
| Contributions | 35757 | Contributions |
| Investment Earnings Or Losses | 619465 | InvestmentEarningsOrLosses |
| Other Expenditures | 164137 | OtherExpenditures |
| End Of Year Balance | 3552444 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2688628 | BeginningOfYearBalance |
| Contributions | 180958 | Contributions |
| Investment Earnings Or Losses | 360873 | InvestmentEarningsOrLosses |
| Other Expenditures | 169100 | OtherExpenditures |
| End Of Year Balance | 3061359 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3531122 | BeginningOfYearBalance |
| Contributions | 42592 | Contributions |
| Investment Earnings Or Losses | -719086 | InvestmentEarningsOrLosses |
| Other Expenditures | 166000 | OtherExpenditures |
| End Of Year Balance | 2688628 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.28440 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.54490 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17070 | 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 | 199964 | OtherCostOrOtherBasis |
| Book Value | 199964 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15653400 | OtherCostOrOtherBasis |
| Depreciation | 4491261 | Depreciation |
| Book Value | 11162139 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2373709 | OtherCostOrOtherBasis |
| Depreciation | 1908358 | Depreciation |
| Book Value | 465351 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1641830 | OtherCostOrOtherBasis |
| Depreciation | 944440 | Depreciation |
| Book Value | 697390 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12524844 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Security Deposits | Description |
| Amount | $10,780 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10780 | TotalOfAmounts |
| Total Revenue | 7591967 | TotalRevenue |
| Total Expenses | 8204788 | TotalExpenses |
| Excess Or Deficit For Year | -612821 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 560319 | NetUnrealizedGLOnInvestments |
| Other | $60,773 | OtherAmount |
| Total Adjustments | 621092 | TotalAdjustments |
| Excess Or Deficit Per FS | 8271 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6687601 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 560319 | NetUnrealizedGainsInvestments |
| Other Revenues | 236888 | OtherRevenues |
| Revenue Not Rptd F990 | 797207 | RevenueNotRptdF990 |
| Revenue Subtotal | 5890394 | RevenueSubtotal |
| Investment Expenses Not Included | 10692 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1690881 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1701573 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7591967 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6679330 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 176115 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 176115 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6503215 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 10692 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1690881 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1701573 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8204788 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Intended uses of endowment funds include capital improvements, scholarships, faculty enrichment, diversity, and other various mission-related purposes. |
| Part XI, Line 8 - Other Adjustments: | Change in Value of Deferred Gifts 60,752. Change in the Present Value Discount 21. | |
| Part XII, Line 2d - Other Adjustments: | Rental Expense 153,443. Fundraising Expense 22,672. Change in Value of Deferred Gifts 60,752. Change in the Present Value Discount 21. | |
| Part XII, Line 4b - Other Adjustments: | Financial Aid 1,690,881. | |
| Part XIII, Line 2d - Other Adjustments: | Rental Expense 153,443. Fundraising Expense 22,672. | |
| Part XIII, Line 4b - Other Adjustments: | Financial Aid 1,690,881. |
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 racially nondiscriminatory policy is printed in all advertising and promotional materials. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction | NameOfEvent1 |
| Gross Receipts Event1 | 84438 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 5405 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 79033 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 5000 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 4414 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 13258 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 84438 | GrossReceiptsTotal |
| Charitable Contributions Total | 5405 | CharitableContributionsTotal |
| Gross Revenue Total Events | 79033 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 5000 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 4414 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 13258 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 22672 | DirectExpenseSummaryEvents |
| Net Income Summary | 56361 | 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 | 131 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1690881 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | Tuition Discount | 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: All financial aid is credited directly to the students account balances. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Peter W Mertz | NamePerson |
| Base Compensation Filing Org | 187645 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 6013 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 21447 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 215105 | 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 | The housing allowance is part of the employment contract. Travel for companions is provided as a stipend for performing support duties associated with the school including attending off campus school related meetings. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Town of Yarmouth | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 016000459 | IssuerEIN |
| Date Issued | 2003-01-06 | DateIssued |
| Issue Price | 2305000 | IssuePrice |
| Description Of Purpose | Refinance land and building purchase | 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) |
|---|---|---|
| Total Proceeds | 2305000 | TotalProceeds |
| Issuance Costs From Proceeds | 9047 | IssuanceCostsFromProceeds |
| Capital Expenditures | 2295953 | CapitalExpenditures |
| Year Of Subst Completion | 2004 | 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 |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 1 | 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 Kauffmann | NamePerson |
| Purpose Of Loan | Purchase 23 Storer Street | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $45,000 | OriginalPrincipalAmount |
| Balance Due | 45000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 45000 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | A draft Form 990 is reviewed by the school's CFO to assure a proper reconciliation between the audited financials and the 990 format. Once the draft is approved by the CFO, the CFO then reviews it with the Board Treasurer who subsequently signs the return after the review process is complete. The reviewed 990 draft will be made available to the full board prior to filing. | |
| A conflict of interest form is distributed annually to all board members. Board members are asked to complete the form and submit it to the Organization on an annual basis. The Organization is working towards ensuring the the policy is consistently monitored and enforced. | Form 990, Part VI, Section B, line 12 | |
| The Headmaster's compensation is determined by a compensation review committee (made up of the board's officers). They use comparative data supplied by NAIS, ISANNA and Carney Sandoe. | Form 990, Part VI, Section B, line 15 | |
| North Yarmouth Academy makes its governing documents, conflict of interest policy and financial statements available to the public upon appropriate request. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 560,319. Change in Value of Deferred Gifts 60,752. Change in the Present Value Discount 21. Total to Form 990, Part XI, Line 5: 621,092. | Form 990, Part XI, line 5: |
| Oversight of Audit | The audit process has not changed from the prior year. | Form 990, Part XI, Line 2c: |
| Interested Person Status: | John Kauffman is a former board member. | Form 990, Schedule L, Part II: |
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