BUXTON SCHOOL INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BUXTON SCHOOL INC (EIN 04-2219425)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-08
- IRS object ID
- 201213139349300626
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-08T09:23:46-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205711238 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELSON MOYNIHAN KOWALCZYK PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH ST | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042219425 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUXTON SCHOOLINC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BUXT | NameControl |
| Phone | 4134583919 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 SOUTH STREET | AddressLine1 |
| City | WILLIAMSTOWN | City |
| State | MA | State |
| ZIP Code | 01267 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | C WILLIAM BENNETT | Name |
| Title | CO-DIRECTOR, TRUSTEE | Title |
| Phone | 4134583919 | Phone |
| Date Signed | 2012-10-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD F LAFLECHE CPA | Name |
| PTIN | P00097027 | PTIN |
| Phone | 4134436408 | Phone |
| Date Prepared | 2012-10-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | C WILLIAM BENNETT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 SOUTH STREET | AddressLine1 |
| City | WILLIAMSTOWN | City |
| State | MA | State |
| ZIP Code | 01267 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4862057 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BUXTONSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE EDUCATION OF SECONDARY SCHOOL STUDENTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 62 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 526550 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 354711 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3508393 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3839959 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 212113 | InvestmentIncomePriorYear |
| Investment Income Current Year | 138503 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4247056 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4333173 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1385400 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1837827 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1684056 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1730246 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 146077 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 948475 | OtherExpensePriorYear |
| Other Expenses Current Year | 937060 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4017931 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4505133 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 229125 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -171960 | RevenuesLessExpensesCY |
| Total Assets BOY | 6900060 | TotalAssetsBOY |
| Total Assets EOY | 6910083 | TotalAssetsEOY |
| Total Liabilities BOY | 1909551 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2124181 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4990509 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4785902 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE EDUCATION OF SECONDARY SCHOOL STUDENTS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3922704 | Expense |
| Revenue | 3904912 | Revenue |
| Description | TEACHING AND STUDENT ACTIVITIES, OPERATION OF A SECONDARY SCHOOL TO ASSIST IN THE OVERALL DEVELOPMENT OF STUDENTS INCLUDING KITCHEN & OPERATIONS FACILITY EXPENSES IN SUPPORT OF THE TEACHING AND STUDENT ACTIVITIES PROGRAM | Description |
| Total Program Service Expense | 3922704 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 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 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 62 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4134583919 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 SOUTH ST WILLIAMSTOWN MA | AddressLine1 |
| City | WILLIAMSTOWN | City |
| State | MA | State |
| ZIP Code | 01267 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| B GRAEME FINCKE MD | ||||||
| PRESIDENT | 0.00 | X | X | 0 | 0 | 0 |
| NANCY E GLOWA ESQ | ||||||
| VICE PRESIDENT | 0.00 | X | X | 0 | 0 | 0 |
| ISAAC ZAUR | ||||||
| TREASURER | 0.00 | X | X | 0 | 0 | 0 |
| SUSAN MERRETT | ||||||
| SECRETARY | 0.00 | X | X | 0 | 0 | 0 |
| DIANA HITT POTTER | ||||||
| CLERK | 0.00 | X | X | 0 | 0 | 0 |
| ANDREA CURRIER | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| RUTH DUELL | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| KESTER HODGE | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| EDWARD W MARTIN MD | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| ALEX MATISSE | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| NANCY NEWBERGER | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| HORATIO R POTTER | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| AMANDA ROSS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| ELAINE STANGLAND | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MARCO WILLIAMS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| C WILLIAM BENNETT | ||||||
| CO-DIRECTOR | 40.00 | X | 75470 | 0 | 15711 | |
| FRANNY SHUKER-HAINES | ||||||
| ASSOCIATE DIRECTOR | 40.00 | X | 50000 | 0 | 18391 | |
| PETER SMITH | ||||||
| CO-DIRECTOR | 40.00 | X | 60000 | 0 | 20516 | |
| CARMEN WELTON | ||||||
| FACULTY TRUSTEE | 40.00 | X | 26000 | 0 | 15427 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 211470 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 70045 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 354711 | AllOtherContributions |
| Noncash Contributions | 8775 | NoncashContributions |
| Total Contributions | 354711 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 900099 | 3663157 | 3663157 |
| ACTIVITY FEES | 900099 | 155555 | 155555 |
| BOOK REVENUE | 900099 | 21247 | 21247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3839959 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 138409 | TotalRevenueColumn |
| Exclusion | $138,409 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 528978 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 528884 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 94 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94 | TotalRevenueColumn |
| Exclusion | $94 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4333173 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3839959 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $138,503 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1837827 | Total |
| Program Services | 1837827 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281515 | Total |
| Program Services | 281515 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1080009 | Total |
| Program Services | 817110 | ProgramServices |
| Management And General | 187899 | ManagementAndGeneral |
| Fundraising | 75000 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269756 | Total |
| Program Services | 200585 | ProgramServices |
| Management And General | 49438 | ManagementAndGeneral |
| Fundraising | 19733 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98966 | Total |
| Program Services | 78820 | ProgramServices |
| Management And General | 14399 | ManagementAndGeneral |
| Fundraising | 5747 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11033 | Total |
| Management And General | 11033 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16000 | Total |
| Management And General | 16000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28386 | Total |
| Management And General | 28386 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63808 | Total |
| Program Services | 36320 | ProgramServices |
| Management And General | 11082 | ManagementAndGeneral |
| Fundraising | 16406 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54565 | Total |
| Program Services | 9643 | ProgramServices |
| Management And General | 34581 | ManagementAndGeneral |
| Fundraising | 10341 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241562 | Total |
| Program Services | 241562 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30995 | Total |
| Program Services | 7 | ProgramServices |
| Management And General | 30988 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129211 | Total |
| Program Services | 129211 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33867 | Total |
| Program Services | 2103 | ProgramServices |
| Management And General | 31764 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD & KITCHEN SUPPLIES | 142125 | 142125 | ||
| TEACHING & STUDENT ACTI | 126272 | 126272 | ||
| TELEPHONE | 21363 | 12937 | 5471 | 2955 |
| BOARD EXPENSES | 9955 | 6019 | 3936 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27918 | Total |
| Program Services | 6667 | ProgramServices |
| Management And General | 9292 | ManagementAndGeneral |
| Fundraising | 11959 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4505133 | Total |
| Program Services | 3922704 | ProgramServices |
| Management And General | 436352 | ManagementAndGeneral |
| Fundraising | 146077 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252677 | BOY |
| EOY | 49130 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56428 | BOY |
| EOY | 35672 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 708688 | BOY |
| EOY | 971388 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9463 | BOY |
| EOY | 8391 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14780 | BOY |
| EOY | 19864 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5344671 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2095644 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2927016 | BOY |
| EOY | 3249027 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2798940 | BOY |
| EOY | 2459887 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132068 | BOY |
| EOY | 116724 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6900060 | BOY |
| EOY | 6910083 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103003 | BOY |
| EOY | 10780 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1306548 | BOY |
| EOY | 1322507 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500000 | BOY |
| EOY | 790894 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1909551 | BOY |
| EOY | 2124181 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3369371 | BOY |
| EOY | 3438485 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1018809 | BOY |
| EOY | 727482 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 602329 | BOY |
| EOY | 619935 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4990509 | BOY |
| EOY | 4785902 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6900060 | BOY |
| EOY | 6910083 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -171960 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -32647 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 602329 | BeginningOfYearBalance |
| Contributions | 12205 | Contributions |
| Investment Earnings Or Losses | 14501 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9100 | GrantsOrScholarships |
| End Of Year Balance | 619935 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 476992 | BeginningOfYearBalance |
| Contributions | 32000 | Contributions |
| Investment Earnings Or Losses | 102437 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9100 | GrantsOrScholarships |
| End Of Year Balance | 602329 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 441092 | BeginningOfYearBalance |
| Contributions | 22000 | Contributions |
| Investment Earnings Or Losses | 23000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9100 | GrantsOrScholarships |
| End Of Year Balance | 476992 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 502257 | BeginningOfYearBalance |
| Contributions | 2000 | Contributions |
| Investment Earnings Or Losses | -54065 | InvestmentEarningsOrLosses |
| Other Expenditures | 9100 | OtherExpenditures |
| End Of Year Balance | 441092 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 199000 | OtherCostOrOtherBasis |
| Book Value | 199000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4654938 | OtherCostOrOtherBasis |
| Depreciation | 1727413 | Depreciation |
| Book Value | 2927525 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 240669 | OtherCostOrOtherBasis |
| Depreciation | 165004 | Depreciation |
| Book Value | 75665 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 250064 | OtherCostOrOtherBasis |
| Depreciation | 203227 | Depreciation |
| Book Value | 46837 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3249027 | TotalOfBookValueLandBuildings |
| Total Revenue | 4333173 | TotalRevenue |
| Total Expenses | 4505133 | TotalExpenses |
| Excess Or Deficit For Year | -171960 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -32647 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -32647 | TotalAdjustments |
| Excess Or Deficit Per FS | -204607 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2434313 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -32647 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -32647 | RevenueNotRptdF990 |
| Revenue Subtotal | 2466960 | RevenueSubtotal |
| Investment Expenses Not Included | 28386 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1837827 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1866213 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4333173 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2638920 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2638920 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 28386 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1837827 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1866213 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4505133 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT CONSISTS OF INDIVIDUAL DONOR RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE RESTRICTIONS INCLUDE SCHOLARSHIPS, FACULTY ENRICHMENT AND GENERAL ENDOWMENT. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS GRANTED TO STUDENTS 1,837,827. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS GRANTED TO STUDENTS 1,837,827. |
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 | 0 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | THE SCHOOL DRAWS A SUBSTANIAL PERCENTAGE OF ITS STUDENTS FROM THE NORTHEAST SECTION OF THE NATION. THE SCHOOL FOLLOWS A RACIAL NONDISCRIMINATORY POLICY AND COMPLIES WITH SECTION 4.02 | Explanation |
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 | SCHOLARSHIPS BASED ON NEED | TypeOfGrant |
| Number Of Recipients | 48 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1823350 | AmountOfNonCashAssistance |
| Method Of Valuation | STANDARD SCHOOL TUITION | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION CREDIT | DescriptionOfNonCashAssistance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DIANA HITT POTTER, CLERK AND TRUSTEE, IS MOTHER TO HORATIO R. POTTER, TRUSTEE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 WILL BE DISTRIBUTED TO ALL BOARD MEMBERS FOR APPROVAL PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, BOARD MEMBER, OFFICER, EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THEY HAVE RECIEVED, UNDERSTAND AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE AN INTERESTED PERSON OR MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST IT SHALL INVESTIGATE THE POSSIBLE CONFLICT AND HAS THE AUTHORITY UNDER THE POLICY TO TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -32,647. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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