ACADEMY AT CHARLEMONT: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY AT CHARLEMONT (EIN 04-2724993)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-29
- IRS object ID
- 201220899349301072
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-29T15:35:00-05:00 | 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 | BOISSELLE MORTON & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 BAY ROAD PO BOX 374 | AddressLine1 |
| City | HADLEY | City |
| State | MA | State |
| ZIP Code | 01035 | 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 | 042724993 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACADEMY AT CHARLEMONT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ACAD | NameControl |
| Phone | 4133394912 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ROUTE 2 MOHAWK TRAIL | AddressLine1 |
| City | CHARLEMONT | City |
| State | MA | State |
| ZIP Code | 01339 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STUART MIEHER | Name |
| Title | TREASURER | Title |
| Phone | 4133394912 | Phone |
| Date Signed | 2012-03-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH P WOLKOWICZ CPA | Name |
| Phone | 4135870099 | 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 | DAVID EPSTEIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ROUTE 2 MOHAWK TRAIL | AddressLine1 |
| City | CHARLEMONT | City |
| State | MA | State |
| ZIP Code | 01339 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3426596 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | CHARLEMONT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | INDEPENDENT SECONDARY COLLEGE PREPARATORY SCHOOL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 62 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 240251 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 677427 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2455162 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2726601 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12345 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4547 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 16193 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13191 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2723951 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3421766 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1202690 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1309701 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 119810 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1584371 | OtherExpensePriorYear |
| Other Expenses Current Year | 1829620 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2787061 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3139321 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -63110 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 282445 | RevenuesLessExpensesCY |
| Total Assets BOY | 2716539 | TotalAssetsBOY |
| Total Assets EOY | 3156516 | TotalAssetsEOY |
| Total Liabilities BOY | 1595432 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1511581 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1121107 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1644935 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ACADEMY AT CHARLEMONT MAKES A CLASSICAL, ACADEMIC EDUCATION AVAILABLE TO CHILDREN FROM THE TOWNS OF WESTERN MASSACHUSETTS. THE ACADEMY SEEKS TO GRADUATE YOUNG MEN AND WOMEN PREPARED TO BE SUCCESSFUL AS COLLEGE STUDENTS AND AS CITIZENS. WE EMPHASIZE CLEAR, ORIGINAL THINKING THAT IS EXPRESSED WITH PRECISION, CLARITY, AND GRACE, WE STRIVE TO SHOW THE CONNECTION AMONG PEOPLES, PLACES, AND AREAS OF INQUIRY THROUGH INTER-DISCIPLINARY LEARNING. THE ACADEMY COMMUNITY IS FOUNDED ON THE VALUES OF SELF-RELIANCE, INDUSTRY, INTEGRITY, AND COMPASSION; THOSE VALUES ARE REFLECTED CLEARLY IN THE HONOR CODE AND ARE NURTURED THROUGH OUR SYSTEM OF SELF-GOVERNMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2662293 | Expense |
| Revenue | 2726601 | Revenue |
| Description | PROVIDED CO-EDUCATIONAL, COLLEGE-PREPARATORY DAY SCHOOL EDUCATION FOR 115 STUDENTS IN GRADES SEVEN THROUGH TWELVE. | Description |
| Total Program Service Expense | 2662293 | 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 | 1 | 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 | 0 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN BALDWIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4133394912 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ROUTE 2 | AddressLine1 |
| City | CHARLEMONT | City |
| State | MA | State |
| ZIP Code | 01339 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JOAN BIANCHI | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JAYNE DANE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CHRIS FARLEY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BILL GRINNELL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOAN BIANCHI | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JAYNE DANE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CHRIS FARLEY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BILL GRINNELL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BRUCE LESSELS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| GILLEAN MACLEAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SARAH MCKUSICK | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BO PEABODY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JESSE PORTER-HENRY | ||||||
| FACULTY TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JAKA CONKLIN SAARONY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DEBORAH SHRIVER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROBERT SPERRY-FROMM | ||||||
| STUDENT REPRESENTATIVE | 2.00 | X | 0 | 0 | 0 | |
| OLIVER STEBICH | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| PETER STEVENS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ELINOR TODD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MISSY WICK | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DAVID EPSTEIN | ||||||
| PRESIDENT | 4.00 | X | 0 | 0 | 0 | X |
| STUART MIEHER | ||||||
| TREASURER | 4.00 | X | 0 | 0 | 0 | X |
| SUSAN ALFORD MACKIE | ||||||
| CLERK | 4.00 | X | 0 | 0 | 0 | X |
| TODD SUMNER | ||||||
| HEAD MASTER | 40.00 | 61506 | 0 | 3660 | X | |
| JOHN BALDWIN | ||||||
| BUSINESS MANAGER | 40.00 | 60375 | 0 | 4590 | X | |
| KARIN REHMUS | ||||||
| DEVELOPMENT OFFICER | 40.00 | 36376 | 0 | 9640 | X | |
| MARTHA TIRK | ||||||
| DEVELOPMENT OFFICER | 40.00 | 28333 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 186590 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 17890 | 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 | 677427 | AllOtherContributions |
| Noncash Contributions | 236700 | NoncashContributions |
| Total Contributions | 677427 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 900099 | 2531200 | 2531200 |
| STUDENT FEES/SERVICES | 900099 | 195401 | 195401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2726601 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4547 | TotalRevenueColumn |
| Exclusion | $4,547 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 17501 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 3389 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14112 | TotalRevenueColumn |
| Exclusion | $14,112 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 520 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1441 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -921 | TotalRevenueColumn |
| Exclusion | -$921 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3421766 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2726601 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $17,738 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172377 | Total |
| Program Services | 21037 | ProgramServices |
| Management And General | 130303 | ManagementAndGeneral |
| Fundraising | 21037 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 957643 | Total |
| Program Services | 833273 | ProgramServices |
| Management And General | 62026 | ManagementAndGeneral |
| Fundraising | 62344 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101419 | Total |
| Program Services | 84815 | ProgramServices |
| Management And General | 15337 | ManagementAndGeneral |
| Fundraising | 1267 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78262 | Total |
| Program Services | 58440 | ProgramServices |
| Management And General | 13540 | ManagementAndGeneral |
| Fundraising | 6282 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10991 | Total |
| Management And General | 10991 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38123 | Total |
| Management And General | 38123 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63973 | Total |
| Program Services | 63973 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3721 | Total |
| Program Services | 1134 | ProgramServices |
| Management And General | 2587 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38109 | Total |
| Program Services | 37944 | ProgramServices |
| Management And General | 165 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72586 | Total |
| Program Services | 72586 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23618 | Total |
| Management And General | 23618 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FINANCIAL AID | 1147555 | 1147555 |
| ACADEMIC DEPARTMENT | 136872 | 136872 |
| TRANSPORTATION | 67157 | 67157 |
| STUDENT ACTIVITIES | 50956 | 50956 |
| LUNCHES | 46307 | 46307 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129652 | Total |
| Program Services | 40244 | ProgramServices |
| Management And General | 60528 | ManagementAndGeneral |
| Fundraising | 28880 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3139321 | Total |
| Program Services | 2662293 | ProgramServices |
| Management And General | 357218 | ManagementAndGeneral |
| Fundraising | 119810 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47769 | BOY |
| EOY | 139630 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41055 | BOY |
| EOY | 21339 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 273103 | BOY |
| EOY | 324178 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37382 | BOY |
| EOY | 38485 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7187 | BOY |
| EOY | 5766 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27425 | BOY |
| EOY | 26393 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3257507 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 999097 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1995302 | BOY |
| EOY | 2258410 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97864 | BOY |
| EOY | 133562 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189452 | BOY |
| EOY | 208753 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2716539 | BOY |
| EOY | 3156516 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152704 | BOY |
| EOY | 92243 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 989936 | BOY |
| EOY | 1049403 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452792 | BOY |
| EOY | 369935 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1595432 | BOY |
| EOY | 1511581 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 496654 | BOY |
| EOY | 1039275 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67500 | BOY |
| EOY | 38954 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 556953 | BOY |
| EOY | 566706 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1121107 | BOY |
| EOY | 1644935 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2716539 | BOY |
| EOY | 3156516 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 282445 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 241383 | 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 | 558640 | BeginningOfYearBalance |
| Contributions | 4300 | Contributions |
| Investment Earnings Or Losses | 3766 | InvestmentEarningsOrLosses |
| End Of Year Balance | 566706 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 535281 | BeginningOfYearBalance |
| Contributions | 19354 | Contributions |
| Investment Earnings Or Losses | 4005 | InvestmentEarningsOrLosses |
| End Of Year Balance | 558640 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 288638 | BeginningOfYearBalance |
| Contributions | 250000 | Contributions |
| Investment Earnings Or Losses | -3357 | InvestmentEarningsOrLosses |
| End Of Year Balance | 535281 | 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 | 602044 | OtherCostOrOtherBasis |
| Book Value | 602044 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1850200 | OtherCostOrOtherBasis |
| Depreciation | 559312 | Depreciation |
| Book Value | 1290888 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 154164 | OtherCostOrOtherBasis |
| Depreciation | 37617 | Depreciation |
| Book Value | 116547 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 313439 | OtherCostOrOtherBasis |
| Depreciation | 254600 | Depreciation |
| Book Value | 58839 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 337660 | OtherCostOrOtherBasis |
| Depreciation | 147568 | Depreciation |
| Book Value | 190092 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2258410 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM UNRESTRICTED NET ASSETS | Description |
| Book Value | 208753 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 208753 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PREPAID TUITION AND FEES | $147,624 |
| DUE TO ENDOWMENT | $172,596 |
| DUE TO TEMPORARILY RESTRICTED FUNDS | $36,157 |
| DUE TO OTHERS | $13,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 369935 | TotalOfAmounts |
| Total Revenue | 3421766 | TotalRevenue |
| Total Expenses | 3139321 | TotalExpenses |
| Excess Or Deficit For Year | 282445 | ExcessOrDeficitForYear |
| Other | $241,383 | OtherAmount |
| Total Adjustments | 241383 | TotalAdjustments |
| Excess Or Deficit Per FS | 523828 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2520424 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4683 | NetUnrealizedGainsInvestments |
| Other Revenues | -910855 | OtherRevenues |
| Revenue Not Rptd F990 | -906172 | RevenueNotRptdF990 |
| Revenue Subtotal | 3426596 | RevenueSubtotal |
| Other Revenues Not Included | -4830 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -4830 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3421766 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1996596 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4830 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4830 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1991766 | ExpensesSubtotal |
| Other Expenses Not Included | 1147555 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1147555 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3139321 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INVESTMENTS 4,683. IN-KIND GIFT 236,700. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS -1,147,555. IN-KIND GIFT 236,700. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TEXTBOOK AND CLOTHING COST OF SALES -1,441. AUCTION EXPENSES -3,389. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | TEXTBOOKS AND CLOTHING COST OF SALES 1,441. AUCTION EXPENSES 3,389. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 1,147,555. |
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 | OUR RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL OUR ADVERTISEMENTS AND PROMOTIONAL MATERIALS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 17501 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 17501 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 3389 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 17501 | GrossReceiptsTotal |
| Gross Revenue Total Events | 17501 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 3389 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 3389 | DirectExpenseSummaryEvents |
| Net Income Summary | 14112 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 236700 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EST. FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| 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 B, LINE 11 | THE FORM 990 WAS REVIEWED BY THE BOARD OF TRUSTEES BEFORE FILING. | |
| MEMBERS OF THE BOARD OF TRUSTEES SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE BUSINESS MANAGER AND HEADMASTER MONITOR COMPLIANCE WITH THE POLICY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE HEADMASTER'S (CEO'S) COMPENSATION IS DETERMINED ANNUALLY BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES, AS PER THE LETTER OF AGREEMENT BOTH PARTIES HAVE SIGNED. COMPARABILITY DATA ARE USED IN SETTING COMPENSATION FOR THE HEADMASTER. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | UNREALIZED LOSS ON INVESTMENTS 4,683. IN-KIND GIFT 236,700. TOTAL TO FORM 990, PART XI, LINE 5: 241,383. | FORM 990, PART XI, LINE 5: |
| THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDPENDENT ACCOUNTANT DURING THE FISCAL YEAR. | FORM 990, PART XII, LINE 2C: |
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