ROLLING HILLS PREPARATORY SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROLLING HILLS PREPARATORY SCHOOL (EIN 95-3735164)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201211369349305921
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T14:42:33-05:00 | 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 | WINDES & MCCLAUGHRY ACCOUNTANCY CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 87 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90801 | 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 | 953735164 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROLLING HILLS PREPARATORY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROLL | NameControl |
| Phone | 3107911101 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROLLING HILLS PREP WAY | AddressLine1 |
| City | SAN PEDRO | City |
| State | CA | State |
| ZIP Code | 90732 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER MCCORMACK | Name |
| Title | ACTING HEAD OF SCHOOL | Title |
| Phone | 3107911101 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONITA M JOSEPH | Name |
| Phone | 5624351191 | 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 | GARY STOLLAR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROLLING HILLS PREP WAY | AddressLine1 |
| City | SAN PEDRO | City |
| State | CA | State |
| ZIP Code | 90732 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13572558 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | INDEPENDENT EDUCATIONAL INSTITUTE FOR 274 STUDENTS GRADE 5-12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 113 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1506931 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4831031 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7649934 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8280341 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 598 | InvestmentIncomePriorYear |
| Investment Income Current Year | 917 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 91503 | OtherRevenuePriorYear |
| Other Revenue Current Year | 145829 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9248966 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13258118 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1088570 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1223140 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4461525 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5014437 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 64474 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2496178 | OtherExpensePriorYear |
| Other Expenses Current Year | 2894399 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8046273 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9131976 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1202693 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4126142 | RevenuesLessExpensesCY |
| Total Assets BOY | 54698752 | TotalAssetsBOY |
| Total Assets EOY | 58234622 | TotalAssetsEOY |
| Total Liabilities BOY | 12675602 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12085329 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 42023150 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 46149293 | NetAssetsOrFundBalancesEOY |
| Mission Description | ROLLING HILLS PREPARATORY SCHOOL WORKS WITH PARENTS TO DEVELOP IN THEIR COLLEGE-BOUND STUDENTS DISCIPLINED MINDS, SOUND CHARACTER, HEALTHY BODIES, AND CREATIVE SPIRITS, THROUGH PROVEN TEACHING TECHNIQUES WITHIN A STIMULATING AND SUPPORTIVE ACADEMIC ENVIRONMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6886812 | Expense |
| Grants | 1223140 | Grants |
| Revenue | 7348683 | Revenue |
| Description | OPERATION OF A CHILDREN'S PREPARATORY SCHOOL FOR 274 STUDENTS, GRADE 5-12. THE SCHOOL WORKS WITH FAMILIES AND STUDENTS TO OFFER A RANGE OF ACADEMIC, ART AND ATHLETIC COURSES TO HELP PREPARE COLLEGE-BOUND STUDENTS FOR LIFELONG SUCCESS IN A GLOBAL 21ST CENTURY USING PROVEN TEACHING TECHNIQUES IN A STIMULATING AND SUPPORTIVE ACADEMIC ENVIRONMENT. STUDENTS ARE CHALLENGED BY DEMANDING ACADEMIC COURSES AND SUPPORTED WITHIN A CLOSE-KNIT COMMUNITY. BY EMPLOYING A STUDENT/TEACHER RATIO OF LESS THAN 15/1, THE SCHOOL IS ABLE TO ADDRESS THE INDIVIDUAL NEEDS OF EACH STUDENT TO HELP MAXIMIZE HIS OR HER POTENTIAL. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 494298 | Expense |
| Revenue | 931658 | Revenue |
| Description | AUXILIARY PROGRAMS INCLUDE SPORTS, OUTDOOR EDUCATION, AFTER SCHOOL PROGRAMS AND OTHER ACADEMIC SUPPORT. THESE EXTRACURRICULAR ACTIVITIES ARE AVAILABLE TO ALL STUDENTS, AND STUDENTS ARE ENCOURAGED TO PARTICIPATE IN THE ACTIVITIES OFFERED BY THE SCHOOL, WHICH INCLUDE, BUT ARE NOT LIMITED TO, PLAYS, MUSICALS AND OTHER ARTISTIC PERFORMANCES; WILDERNESS EDUCATION; FIELD TRIPS; AND TEAM SPORTS/PHYSICAL EDUCATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7381110 | 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 | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| 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 | 34 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 113 | 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA SHER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3107911101 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROLLING HILLS PREP WAY | AddressLine1 |
| City | SAN PEDRO | City |
| State | CA | State |
| ZIP Code | 90732 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 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 |
|---|---|---|---|---|---|---|---|
| TERRY FERGUSON | |||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | |
| ROBERT VAN NICE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CAROL EDWARDS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DAVID OLSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM JOHNSON | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| CARRIE CONCHA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL CONNELLY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| REBECCA DAVIS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT FRANKO | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RUBEN LITTLE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARK MACDONALD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TRACY NICKL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MITCHELL OZAWA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RICK FRUHLING | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CAROL KOLE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PETER MCCORMACK | |||||||
| HEAD OF SCHOOL | 40.00 | X | 233560 | 0 | 15682 | ||
| MARIA SHER | |||||||
| CONTROLLER | 40.00 | X | 82326 | 0 | 9421 | ||
| GARY STOLLAR | |||||||
| PROGRAM DIRECTOR | 40.00 | 129883 | 0 | 11980 | X | ||
| HEIDI MORRIS | |||||||
| PROGRAM DIRECTOR | 40.00 | 140177 | 0 | 12050 | X | ||
| PATRICIA RESSLER | |||||||
| PROGRAM DIRECTOR | 40.00 | 132559 | 0 | 8986 | X | ||
| ADAM WALCH | |||||||
| PROGRAM DIRECTOR | 40.00 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 718505 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 58119 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TUMBLEWEED TRANSPORTATION | |||||
| 1024 HANLEY AVE | LOS ANGELES | CA | 90049 | TRANSPORTATION | 107853 |
| AMERICAN GUARD SERVICES | |||||
| 1299 EAST ARTESIA BLVD STE 200 | CARSON | CA | 90746 | SECURITY | 107232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 59275 | FundraisingEvents |
| Government Grants | 3545000 | GovernmentGrants |
| All Other Contributions | 1226756 | AllOtherContributions |
| Noncash Contributions | 3604275 | NoncashContributions |
| Total Contributions | 4831031 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611600 | 7095146 | 7095146 |
| AUXILIARY PROGRAMS | 611600 | 828865 | 828865 |
| STUDENT FEE REVENUE | 611600 | 253537 | 253537 |
| STUDENT ACTIVITIES | 611600 | 99898 | 99898 |
| FIELD TRIPS | 611600 | 2895 | 2895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8280341 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 917 | TotalRevenueColumn |
| Exclusion | $917 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 348336 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 258099 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 90237 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90237 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90237 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 111933 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 59275 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 56341 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55592 | TotalRevenueColumn |
| Exclusion | $55,592 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13258118 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8370578 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $56,509 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1223140 | Total |
| Program Services | 1223140 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350413 | Total |
| Management And General | 350413 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3869814 | Total |
| Program Services | 3360749 | ProgramServices |
| Management And General | 509065 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178646 | Total |
| Program Services | 142917 | ProgramServices |
| Management And General | 35729 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417066 | Total |
| Program Services | 334535 | ProgramServices |
| Management And General | 82531 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198498 | Total |
| Program Services | 158798 | ProgramServices |
| Management And General | 39700 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4231 | Total |
| Management And General | 4231 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30750 | Total |
| Management And General | 30750 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149858 | Total |
| Program Services | 144104 | ProgramServices |
| Management And General | 5754 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98151 | Total |
| Program Services | 78521 | ProgramServices |
| Management And General | 19630 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100537 | Total |
| Program Services | 69427 | ProgramServices |
| Management And General | 31110 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61541 | Total |
| Program Services | 49233 | ProgramServices |
| Management And General | 12308 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325185 | Total |
| Program Services | 255024 | ProgramServices |
| Management And General | 70161 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42175 | Total |
| Program Services | 42175 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25857 | Total |
| Program Services | 20686 | ProgramServices |
| Management And General | 5171 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435800 | Total |
| Program Services | 348640 | ProgramServices |
| Management And General | 87160 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471861 | Total |
| Program Services | 471861 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52179 | Total |
| Management And General | 52179 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT-TUITION/PLEDGE | 409749 | 59249 | 350500 | |
| STUDENT ACTIVITIES | 361996 | 361996 | ||
| AUXILIARY PROGRAMS | 147799 | 147799 | ||
| CLASS SUPP. & TEXTBOOKS | 112256 | 112256 | ||
| FUNDRAISING | 64474 | 64474 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9131976 | Total |
| Program Services | 7381110 | ProgramServices |
| Management And General | 1686392 | ManagementAndGeneral |
| Fundraising | 64474 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 636527 | BOY |
| EOY | 3211514 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2221338 | BOY |
| EOY | 497185 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 671500 | BOY |
| EOY | 321000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1888019 | BOY |
| EOY | 1756420 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101140 | BOY |
| EOY | 95881 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 54261816 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1949945 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49133994 | BOY |
| EOY | 52311871 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31984 | BOY |
| EOY | 26501 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14250 | BOY |
| EOY | 14250 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54698752 | BOY |
| EOY | 58234622 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 392941 | BOY |
| EOY | 286765 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5849310 | BOY |
| EOY | 5604306 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6320000 | BOY |
| EOY | 6077000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113351 | BOY |
| EOY | 117258 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12675602 | BOY |
| EOY | 12085329 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20057227 | BOY |
| EOY | 25336272 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21900794 | BOY |
| EOY | 20747892 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65129 | BOY |
| EOY | 65129 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42023150 | BOY |
| EOY | 46149293 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54698752 | BOY |
| EOY | 58234622 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 4126142 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| 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 | 115129 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 307 | InvestmentEarningsOrLosses |
| End Of Year Balance | 115436 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 68015 | BeginningOfYearBalance |
| Contributions | 50000 | Contributions |
| Investment Earnings Or Losses | 370 | InvestmentEarningsOrLosses |
| Other Expenditures | 3256 | OtherExpenditures |
| End Of Year Balance | 115129 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 68015 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 675 | InvestmentEarningsOrLosses |
| Other Expenditures | 675 | OtherExpenditures |
| End Of Year Balance | 68015 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.87000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13000 | 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 | 39580000 | OtherCostOrOtherBasis |
| Book Value | 39580000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5368340 | OtherCostOrOtherBasis |
| Depreciation | 598941 | Depreciation |
| Book Value | 4769399 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8541626 | OtherCostOrOtherBasis |
| Depreciation | 952636 | Depreciation |
| Book Value | 7588990 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 604719 | OtherCostOrOtherBasis |
| Depreciation | 398368 | Depreciation |
| Book Value | 206351 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 167131 | OtherCostOrOtherBasis |
| Book Value | 167131 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 52311871 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LIABILITIES | $43,758 |
| FACILITY DEPOSITS | $73,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 117258 | TotalOfAmounts |
| Total Revenue | 13258118 | TotalRevenue |
| Total Expenses | 9131976 | TotalExpenses |
| Excess Or Deficit For Year | 4126142 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 4126142 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13572557 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 314439 | OtherRevenues |
| Revenue Not Rptd F990 | 314439 | RevenueNotRptdF990 |
| Revenue Subtotal | 13258118 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13258118 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9446414 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 314438 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 314438 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9131976 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9131976 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SCHOOL'S ENDOWMENT FUNDS ARE ESTABLISHED FOR THE PURPOSE OF SUPPORTING SCHOLARSHIPS AND PROFESSIONAL DEVELOPMENT. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE SCHOOL IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS EXPENSE 56,340. RENTAL EXPENSE 258,099. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS EXPENSE 56,339. RENTAL EXPENSE 258,099. |
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 | 1 | 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 | POLICY IS PUBLISHED IN REGIONAL NEWSPAPER AND IN THE SCHOOL'S WEBSITE. IT IS PART OF THE ADMISSION COMMUNICATION MATERIALS INCLUDING, BUT NOT LIMITED TO, BROCHURES THAT ARE PROVIDED TO STUDENTS AND PARENTS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | FOR THE YEAR ENDED JUNE 30, 2010, THE SCHOOL RECEIVED AN AMENDMENT TO THE 2004 QUITCLAIM DEED AND COVENANT FROM THE US DEPARTMENT OF EDUCATION TO INCLUDE A PIECE OF THE PROPERTY THAT WAS PENDING ENVIRONMENTAL REMEDIATION BY THE DEPARTMENT OF NAVY. IN LIEU OF A PURCHASE MONEY CONSIDERATION, THE SCHOOL ENJOYS A PUBLIC BENEFIT ALLOWANCE THAT VESTS PRO-RATA WITH THE CONTEMPORANEOUS USE OF THE LAND FOR EDUCATIONAL PURPOSES UNTIL FULLY VESTED IN 2028. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA & AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 144268 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 59275 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 84993 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4501 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 22745 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 600 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 8695 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 19009 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 19009 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 3350 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 3442 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 6981 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 7931 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 7931 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 6028 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 171208 | GrossReceiptsTotal |
| Charitable Contributions Total | 59275 | CharitableContributionsTotal |
| Gross Revenue Total Events | 111933 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7851 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 26187 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 600 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 21704 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 56342 | DirectExpenseSummaryEvents |
| Net Income Summary | 55591 | 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 TO STUDENTS | TypeOfGrant |
| Number Of Recipients | 94 | NumberOfRecipients |
| Amount Of Cash Grant | 1223140 | AmountOfCashGrant |
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: FAMILIES SUBMIT APPLICATIONS WITH FINANCIAL INFORMATION TO SSS FOR EVALUATION. BASED ON THE RESULTS GATHERED FROM SSS, SCHOOL FINANCIAL AID COMMITTEE DETERMINES THE AMOUNT OF AID TO BE AWARDED TO THE FAMILY. AWARDS ARE BASED MOSTLY OFF OF FINANCIAL NEED, BUT ALSO ACADEMIC MERIT. THE SCHOOL USES THE FINANCIAL AID TO OFFSET TUITION EXPENSES FOR ITS STUDENTS. AMOUNTS AWARDED TO STUDENTS AUTOMATICALLY OFFSET THEIR TUITION EXPENSES AND REDUCE THE AMOUNT BILLED TO THE STUDENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER MCCORMACK | |||||||||||||
| 233560 | 0 | 0 | 0 | 0 | 0 | 10282 | 0 | 5400 | 0 | 249242 | 0 | 0 | 0 |
| HEIDI MORRIS | |||||||||||||
| 140177 | 0 | 0 | 0 | 0 | 0 | 6750 | 0 | 5300 | 0 | 152227 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE HEADMASTER OF THE SCHOOL RECEIVES A FIXED MONTHLY HOUSING ALLOWANCE AS PART OF THE COMPENSATION PACKAGE FOR USE OF PERSONAL RESIDENCE. THIS AMOUNT IS INCLUDED IN HIS EMPLOYMENT CONTRACT. THE AMOUNT IS INCLUDED IN HIS BASE COMPENSATION, AND IN THE CURRENT YEAR AMOUNTS TO $24,000. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 850 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1903 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3545000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (6 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GIFT CERTIFICATES | 76 | 43268 | FMV |
| X | TOYS | 10 | 1530 | FMV |
| X | COMPUTER EQUIP/SUPPLIES | 4 | 1330 | FMV |
| X | TOOLS | 3 | 480 | FMV |
| X | FOOD & BEVERAGES | 15 | 2994 | FMV |
| X | SPORTING EVENTS | 22 | 6620 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TERRY FERGUSON AND PATTI PRESTON ARE SISTERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED FORM 990 WILL BE PROVIDED TO THE FINANCE COMMITTEE SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE. THE TAX PREPARERS WILL PRESENT THE TAX RETURN TO THE COMMITTEE AND ALL QUESTIONS AND CONCERNS OF THE FINANCE COMMITTEE WILL BE ADDRESSED AND CHANGES WILL BE MADE ACCORDINGLY. AFTER ALL CHANGES AND ISSUES ARE ADDRESSED, THE FINAL FORM 990 WILL BE PROVIDED TO ALL BOARD MEMBERS BEFORE THE HEAD OF THE SCHOOL SIGNS AND FILES THE RETURN WITH THE IRS. | |
| EACH TRUSTEE, OFFICER, AND MEMBER OF A COMMITTEE WITH POWERS DELEGATED BY THE GOVERNING BOARD, AS WELL AS MEMBERS OF ADMINISTRATION SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE SCHOOL IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. | FORM 990, PART VI, SECTION B, LINE 12C | |
| COMPENSATION IS DETERMINED BY THE FINANCE COMMITTEE. OFFICER AND KEY EMPLOYEE COMPENSATION IS DETERMINED THROUGH EMPLOYEE CONTRACTS, COMPENSATION SURVEYS, AND APPROVAL BY THE BOARD. THE BOARD CHAIR WORKS CLOSELY WITH THE HEAD OF THE SCHOOL TO SET AND ADJUST GOALS FOR EACH CONTRACT PERIOD. THE TWO MEET MONTHLY TO DISCUSS PROGRESS AND KEEP THE CHAIR UP TO DATE ON ITEMS OF IMPORTANCE THAT ARE HAPPENING AT THE SCHOOL. TOWARDS THE END OF EACH CONTRACT PERIOD, THE CHAIR AND HEAD OF SCHOOL EVALUATE PROGRESS MORE FORMALLY AND SET GOALS FOR THE UPCOMING CONTRACT. THE CHAIR REPORTS TO THE FINANCE COMMITTEE WHO REPORTS TO THE FULL BOARD PRIOR TO THE HEAD OF THE SCHOOL'S CONTRACT RENEWAL. CURRENTLY, THIS IS A FOUR-YEAR CONTRACT CYCLE. THE HEAD OF THE SCHOOL'S COMPENSATION IS SET INDEPENDENTLY BY THE FINANCE COMMITTEE BASED ON PERFORMANCE RESULTS AND BY USING NAIS AND CAIS COMPENSATION STATISTICS. THE FINANCE COMMITTEE RECOMMENDS THE COMPENSATION PACKAGE TO THE BOARD WHO HAS THE ULTIMATE APPROVAL. THE APPROVAL IS MADE INDEPENDENTLY. COMPENSATION FOR THE TOP FINANCIAL EMPLOYEE AND ANY KEY EMPLOYEES IS DETERMINED ANNUALLY. THE HEAD OF THE SCHOOL WORKS CLOSELY WITH THE CONTROLLER TO SET GOALS FOR EACH YEAR AND REVIEWS THE PROGRESS ON THOSE GOALS BEFORE THE END OF EACH CONTRACT YEAR. SHORTLY BEFORE THE NEW CONTRACT IS OFFERED, THE HEAD OF THE SCHOOL DOES A FORMAL REVIEW OF THE PROGRESS AND PERFORMANCE FROM THE PREVIOUS CONTRACT YEAR AND SETS GOALS FOR THE UPCOMING YEAR. THE ANNUAL COMPENSATION ADJUSTMENT IS SET AT A FIXED PERCENTAGE BY THE HEAD OF THE SCHOOL. ANNUAL SALARY RATE ADJUSTMENT ACROSS THE ORGANIZATION IS RECOMMENDED BY THE HEAD OF THE SCHOOL AND APPROVED INDEPENDENTLY BY THE BOARD. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE FORM 990, THE FORM 1023, AND THE DETERMINATION LETTER ARE AVAILABLE UPON WRITTEN OR VERBAL REQUEST TO ANYONE WHO INQUIRES TO THE ORGANIZATION. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT THE ORGANIZATION'S OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| THERE WAS NO CHANGE IN THE PROCESS FROM PRIOR YEAR. | FORM 990, PART XII, LINE 2C |
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