WILLIAMS MEMORIAL INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS MEMORIAL INSTITUTE (EIN 06-0646964)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-18
- IRS object ID
- 201222929349300622
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-18T13:54:07-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GLASTONBURY BOULEVARD | AddressLine1 |
| City | GLASTONBURY | City |
| State | CT | State |
| ZIP Code | 06033 | 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 | 060646964 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS MEMORIAL INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 8604435333 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 MOHEGAN AVENUE | AddressLine1 |
| City | NEW LONDON | City |
| State | CT | State |
| ZIP Code | 06320 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN TRAMMELL | Name |
| Title | DIRECTOR OF FINANCE & OPERATIONS | Title |
| Phone | 8604435333 | Phone |
| Date Signed | 2012-10-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN TOSCANO CPA | Name |
| PTIN | P00358542 | PTIN |
| Phone | 8606333000 | Phone |
| 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 | KATHLEEN TRAMMELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 MOHEGAN AVENUE | AddressLine1 |
| City | NEW LONDON | City |
| State | CT | State |
| ZIP Code | 06320 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8084254 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WILLIAMSSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1891 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | THE SCHOOL PROVIDES EDUCATIONAL SERVICES TO STUDENTS AT THE SECONDARY SCHOOL LEVEL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 103 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 345739 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 385580 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6867098 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6773033 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 285144 | InvestmentIncomePriorYear |
| Investment Income Current Year | 133231 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 344856 | OtherRevenuePriorYear |
| Other Revenue Current Year | 352292 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7842837 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7644136 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1298122 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1244182 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4086734 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4138546 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 276789 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1909142 | OtherExpensePriorYear |
| Other Expenses Current Year | 1842547 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7293998 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7225275 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 548839 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 418861 | RevenuesLessExpensesCY |
| Total Assets BOY | 15745037 | TotalAssetsBOY |
| Total Assets EOY | 15682997 | TotalAssetsEOY |
| Total Liabilities BOY | 6611282 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6125257 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9133755 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9557740 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO FOSTER THE INTELLECTUAL, MORAL, AESTHETIC, AND PHYSICAL DEVELOPMENT OF YOUNG MEN AND WOMEN IN PREPARATION FOR COLLEGE, A LIFETIME OF LEARNING, AND ACTIVE PARTICIPATION IN A CHANGING SOCIETY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6018863 | Expense |
| Grants | 1244182 | Grants |
| Revenue | 7101511 | Revenue |
| Description | WILLIAMS MEMORIAL INSTITUTE'S PRIMARY PROGRAM SERVICE IS EDUCATION FOR APPROXIMATELY 260 STUDENTS FROM GRADES SEVEN THROUGH TWELVE. | Description |
| Total Program Service Expense | 6018863 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 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 | 1 | 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 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 103 | 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN TRAMMELL DIRECTOR OF FINA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8604435333 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 MOHEGAN AVENUE | AddressLine1 |
| City | NEW LONDON | City |
| State | CT | State |
| ZIP Code | 06320 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MARK FADER | ||||||
| HEAD OF SCHOOL | 40.00 | X | X | 150628 | 0 | 50377 |
| GREGG BENSON | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| JOHN CATLETT | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JEFFREY BROWN | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| SCOTT GIBSON | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| HOLLY CHEESEMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID COOK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEVEN DAREN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GARY DAYHARSH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN DICICCO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PATRICK DOHERTY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRUCE GOLDSTEIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ETHAN GOLLER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KATHERINE ROSEN LEISER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARISSA MILLS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN MAHER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ALISON SMITH MARCINEK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PAUL MARONI | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RONALD MENEO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| AMY PERRY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM PIENDIAZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM VERHOEFF | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOSHUA WELCH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN TRAMMELL | ||||||
| DIRECTOR OF FINANCE AND OP | 40.00 | X | 102600 | 0 | 24036 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 253228 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 74413 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M & J BUS COMPANY | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 801 | AddressLine1 |
| City | OLD SAYBROOK | City |
| State | CT | State |
| ZIP Code | 06475 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | TRANSPORTATION | DescriptionOfServices |
| Compensation | 134739 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 40615 | FundraisingEvents |
| All Other Contributions | 344965 | AllOtherContributions |
| Noncash Contributions | 35504 | NoncashContributions |
| Total Contributions | 385580 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION AND FEES | Description |
| Business Code | 611000 | BusinessCode |
| Total Revenue Column | 6773033 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6773033 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6773033 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 125930 | TotalRevenueColumn |
| Exclusion | $125,930 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 33030 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 33030 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33030 | TotalRevenueColumn |
| Exclusion | $33,030 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 417288 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 404502 | Securities |
| Other | 5485 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12786 | Securities |
| Other | -5485 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7301 | TotalRevenueColumn |
| Exclusion | $7,301 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 20915 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 40615 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 30131 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -9216 | TotalRevenueColumn |
| Exclusion | -$9,216 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AUXILIARY SERVICES | Description |
| Business Code | 611000 | BusinessCode |
| Total Revenue Column | 328478 | TotalRevenueColumn |
| Related Or Exempt Function Income | 328478 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 328478 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7644136 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7101511 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $157,045 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1244182 | Total |
| Program Services | 1244182 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337523 | Total |
| Management And General | 337523 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2898998 | Total |
| Program Services | 2495960 | ProgramServices |
| Management And General | 241205 | ManagementAndGeneral |
| Fundraising | 161833 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248698 | Total |
| Program Services | 208244 | ProgramServices |
| Management And General | 24270 | ManagementAndGeneral |
| Fundraising | 16184 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431743 | Total |
| Program Services | 363659 | ProgramServices |
| Management And General | 51931 | ManagementAndGeneral |
| Fundraising | 16153 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221584 | Total |
| Program Services | 174954 | ProgramServices |
| Management And General | 35302 | ManagementAndGeneral |
| Fundraising | 11328 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1204 | Total |
| Management And General | 1204 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12300 | Total |
| Management And General | 12300 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16077 | Total |
| Program Services | 16077 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114178 | Total |
| Management And General | 99130 | ManagementAndGeneral |
| Fundraising | 15048 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82657 | Total |
| Program Services | 50151 | ProgramServices |
| Management And General | 15387 | ManagementAndGeneral |
| Fundraising | 17119 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48101 | Total |
| Program Services | 40886 | ProgramServices |
| Management And General | 4810 | ManagementAndGeneral |
| Fundraising | 2405 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92850 | Total |
| Program Services | 83565 | ProgramServices |
| Management And General | 7428 | ManagementAndGeneral |
| Fundraising | 1857 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7037 | Total |
| Program Services | 2136 | ProgramServices |
| Management And General | 4797 | ManagementAndGeneral |
| Fundraising | 104 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187842 | Total |
| Program Services | 169058 | ProgramServices |
| Management And General | 15027 | ManagementAndGeneral |
| Fundraising | 3757 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 610218 | Total |
| Program Services | 549196 | ProgramServices |
| Management And General | 48817 | ManagementAndGeneral |
| Fundraising | 12205 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46802 | Total |
| Program Services | 42122 | ProgramServices |
| Management And General | 3744 | ManagementAndGeneral |
| Fundraising | 936 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER INSTRUCTIONAL | 176827 | 174591 | 1606 | 630 |
| TRANSPORTATION | 134359 | 134359 | ||
| CAFETERIA EXPENSE | 117578 | 110523 | 5879 | 1176 |
| EQUIPMENT RENTAL AND MA | 91948 | 88903 | 2437 | 608 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102569 | Total |
| Program Services | 70297 | ProgramServices |
| Management And General | 16826 | ManagementAndGeneral |
| Fundraising | 15446 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7225275 | Total |
| Program Services | 6018863 | ProgramServices |
| Management And General | 929623 | ManagementAndGeneral |
| Fundraising | 276789 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 759179 | BOY |
| EOY | 494397 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 207885 | BOY |
| EOY | 969064 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14558 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2552 | BOY |
| EOY | 1140 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5970 | BOY |
| EOY | 4694 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27398 | BOY |
| EOY | 24083 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15042775 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5917795 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9558837 | BOY |
| EOY | 9124980 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4962689 | BOY |
| EOY | 4851458 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205969 | BOY |
| EOY | 213181 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15745037 | BOY |
| EOY | 15682997 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460208 | BOY |
| EOY | 476040 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1129460 | BOY |
| EOY | 977884 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4575000 | BOY |
| EOY | 4425000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225000 | BOY |
| EOY | 150000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221614 | BOY |
| EOY | 96333 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6611282 | BOY |
| EOY | 6125257 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7639086 | BOY |
| EOY | 8130504 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326260 | BOY |
| EOY | 229651 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1168409 | BOY |
| EOY | 1197585 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9133755 | BOY |
| EOY | 9557740 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15745037 | BOY |
| EOY | 15682997 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 418861 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5124 | 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 | 3675123 | BeginningOfYearBalance |
| Contributions | 31494 | Contributions |
| Investment Earnings Or Losses | -2459 | InvestmentEarningsOrLosses |
| Other Expenditures | 291223 | OtherExpenditures |
| End Of Year Balance | 3412935 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2518949 | BeginningOfYearBalance |
| Contributions | 766750 | Contributions |
| Investment Earnings Or Losses | 524424 | InvestmentEarningsOrLosses |
| Other Expenditures | 135000 | OtherExpenditures |
| End Of Year Balance | 3675123 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2282848 | BeginningOfYearBalance |
| Contributions | 14133 | Contributions |
| Investment Earnings Or Losses | 221968 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2518949 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2901865 | BeginningOfYearBalance |
| Contributions | 24213 | Contributions |
| Investment Earnings Or Losses | -531180 | InvestmentEarningsOrLosses |
| Other Expenditures | -112050 | OtherExpenditures |
| End Of Year Balance | 2506948 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.59000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.35000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06000 | 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 | 1339666 | OtherCostOrOtherBasis |
| Book Value | 1339666 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10687422 | OtherCostOrOtherBasis |
| Depreciation | 4282301 | Depreciation |
| Book Value | 6405121 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1412776 | OtherCostOrOtherBasis |
| Depreciation | 1003865 | Depreciation |
| Book Value | 408911 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1602911 | OtherCostOrOtherBasis |
| Depreciation | 631629 | Depreciation |
| Book Value | 971282 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9124980 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $43,307 |
| SWAP CONTRACT | $53,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 96333 | TotalOfAmounts |
| Total Revenue | 7644136 | TotalRevenue |
| Total Expenses | 7225275 | TotalExpenses |
| Excess Or Deficit For Year | 418861 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -120411 | NetUnrealizedGLOnInvestments |
| Other | $125,535 | OtherAmount |
| Total Adjustments | 5124 | TotalAdjustments |
| Excess Or Deficit Per FS | 423985 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6406597 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -120411 | NetUnrealizedGainsInvestments |
| Other Revenues | 143131 | OtherRevenues |
| Revenue Not Rptd F990 | 22720 | RevenueNotRptdF990 |
| Revenue Subtotal | 6383877 | RevenueSubtotal |
| Investment Expenses Not Included | 16077 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1244182 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1260259 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7644136 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5982612 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 17596 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 17596 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5965016 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 16077 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1244182 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1260259 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7225275 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS, SALARIES AND OTHER OPERATING EXPENSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2009 ARE CLOSED AND MANAGEMENT CONTINUALLY EVAULUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON SWAP AGREEMENT 125,535. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON SWAP AGREEMENT 125,535. SPECIAL EVENTS EXPENSES 17,596. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 1,244,182. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 17,596. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 1,244,182. |
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 | INCLUDED IN ALL ADMISSIONS ADVERTISING, PUBLISHING IN LOCAL NEWSPAPERS | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 61530 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 40615 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 20915 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 30131 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 61530 | GrossReceiptsTotal |
| Charitable Contributions Total | 40615 | CharitableContributionsTotal |
| Gross Revenue Total Events | 20915 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 30131 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 30131 | DirectExpenseSummaryEvents |
| Net Income Summary | -9216 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 100 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1244182 | AmountOfNonCashAssistance |
| Method Of Valuation | FAIR VALUE | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION DISCOUNT BASED ON NEED. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE FINANCIAL AID COMMITTEE APPROVES THE AMOUNT OF FINANCIAL AID TO BE AWARDED AND IT IS APPROVED BY THE BOARD OF TRUSTEES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK FADER | NamePerson |
| Base Compensation Filing Org | 150628 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 15810 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 34567 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 201005 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Type Of AssistanceTypeOfAssistance |
|---|---|---|
| DISCLOSURE NOT REQUIRED PER IRS | DISCLOSURE NOT REQUIRED PER IRS | SCHOLARSHIP |
| DISCLOSURE NOT REQUIRED PER IRS | DISCLOSURE NOT REQUIRED PER IRS | SCHOLARSHIP |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 22969 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | DONATED AUCTION ITEMS | Description |
| Number Of Contributions | 58 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 12535 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR 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)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED FORM 990 IS REVIEWED FOR ACCURACY AND COMPLETENESS BY THE HEAD OF SCHOOL, BUSINESS MANAGER AND THE FINANCE COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF TRUSTEES. THE FINANCE COMMITTEE IS INVOLVED IN BOTH THE FINANCIAL REPORTING AND INVESTMENTS OF THE SCHOOL ON A MONTHLY BASIS AND THEREFORE HAS KNOWLEDGE OF THE SCHOOL'S OPERATIONS. THE DRAFT FORM IS PROVIDED TO ALL TRUSTEES FOR QUESTIONS AND COMMENTS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL CERTIFICATES OF ACKNOWLEDGEMENT ARE REQUIRED FROM OFFICERS, TRUSTEES, AND KEY EMPLOYEES TO IDENTIFY POTENTIAL CONFLICT OF INTERESTS. IN ADDITION, THE BUSINESS OFFICE MONITORS THE USAGE OF VENDORS AND CONTRACTORS TO ENSURE INDEPENDENCE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY REVIEW OF PEER SCHOOL'S SALARY BANDS AS WELL AS THROUGH CONSULTATION WITH THE CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS. COMPENSATION FOR THE BUSINESS MANAGER IS DETERMINED BY THE HEAD OF SCHOOL THROUGH BENCHMARKING OF STATISTICS COMPILED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -120,411. UNREALIZED GAIN ON SWAP AGREEMENT 125,535. TOTAL TO FORM 990, PART XI, LINE 5: 5,124. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR. |
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