DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT (EIN 88-0427864)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-13
- IRS object ID
- 202640449349301019
- Schema version
- 2024v5.5
- 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 I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-13T12:41:33-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6320 CANOGA AVENUE 17TH FLOOR | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 880427864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON INSTITUTE FOR TALENT | BusinessNameLine1Txt |
| Business Name Line2 | DEVELOPMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 7758328314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTHWOOD BLVD 204 | AddressLine1Txt |
| City | INCLINE VILLAGE | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK HERRON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7758328314 | PhoneNum |
| Signature | 2026-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 8185771900 | PhoneNum |
| Preparation | 2026-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK HERRON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTHWOOD BLVD 204 | AddressLine1Txt |
| City | INCLINE VILLAGE | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,814,084 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.DAVIDSONGIFTED.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | NV | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SUPPORT FOR THE NATION'S PROFOUNDLY GIFTED YOUTH | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 115 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,868,618 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,700,368 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,602,357 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $9,187 | CYOtherRevenueAmt |
| PY Total Revenue | $0 | PYTotalRevenueAmt |
| CY Total Revenue | $25,180,530 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $811,011 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,756,729 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $4,735,730 | CYOtherExpensesAmt |
| PY Total Expenses | $0 | PYTotalExpensesAmt |
| CY Total Expenses | $15,303,470 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,877,060 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $212,091,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,652,201 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,840,522 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,524,009 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $210,251,132 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $220,128,192 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO RECOGNIZE THE NATION'S PROFOUNDLY GIFTED YOUTH AND SUPPORT THEM HOLISTICALLY SO THEY MAY REACH THEIR HIGHEST POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,980,857 | ExpenseAmt |
| Grant | $11,011 | GrantAmt |
| Revenue | $462,530 | RevenueAmt |
| Desc | THE DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT HOLDS FOUR SUMMER PROGRAMS FOR PROFOUNDLY GIFTED STUDENTS, AGES 8-11. THE FIVE-DAY RESIDENTIAL PROGRAM FOCUSES ON SUPPORTING ACADEMIC AND SOCIAL NEEDS. DAVIDSON SUMMER PARTICIPANTS ATTEND ACADEMIC SESSIONS TAUGHT BY DAVIDSON ACADEMY INSTRUCTORS, ATTEND ACADEMIC FIELD TRIPS ON OR NEAR CAMPUS, AND PARTICIPATE IN SOCIAL TEAM-BUILDING ACTIVITIES. PARTICIPANTS STAY IN THE UNIVERSITY'S RESIDENCE HALL, WHICH IS STAFFED BY PROGRAM STAFF MEMBERS 24 HOURS A DAY. STUDENTS SHARE A ROOM WITH OTHER PROGRAM PARTICIPANTS. ACADEMIC SESSIONS AND FIELD TRIPS DIFFER EVERY SUMMER.DAVIDSON INSTITUTE ALSO OFFERS TWO SUMMER RETREATS FOR DAVIDSON YOUNG SCHOLARS AND FAMILIES TO ATTEND A THREE-DAY IN-PERSON CONFERENCE ON THE UNIVERSITY OF NEVADA, RENO CAMPUS WITH GUEST SPEAKERS FROM THE PROFOUNDLY GIFTED COMMUNITY. TO BE ELIGIBLE TO REGISTER FOR THE DAVIDSON PROGRAMS, PARTICIPANTS MUST BE PART OF THE DAVIDSON YOUNG SCHOLARS PROGRAM. THE PROGRAM FEE COVER ROOM AND BOARD AND COST OF THE PLANNED PROGRAM ACTIVITIES. PARTICIPANTS ARE RESPONSIBLE FOR TRANSPORTATION TO AND FROM THE PROGRAM, AND POCKET MONEY. REGISTRATION ASSISTANCE BASED ON FINANCIAL NEED IS AVAILABLE.DAVIDSON INSTITUTE PROVIDES AN EXTENSIVE ONLINE PRESENCE OFFERING VIRTUAL SERVICES YEAR-ROUND TO YS STUDENTS AND PARENTS REGARDING CURRENT ISSUES IMPACTING PROFOUNDLY GIFTED YOUTH. THERE IS A SMALL AMOUNT OF GRANT MONEY AWARDED EACH YEAR, BASED ON FINANCIAL NEED, TO YOUNG SCHOLARS TO ASSIST WITH EDUCATIONAL NEEDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,455,164 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,126,038 | RevenueAmt |
| Desc | DAVIDSON ACADEMY ONLINE, LLC, A SUBSIDIARY OF DAVIDSON INSTITUTE, IS AN ONLINE SCHOOL FOR THE PROFOUNDLY GIFTED SERVICING 95 - 105 STUDENTS FROM 8TH - 12TH GRADE THROUGHOUT THE U.S. DAVIDSON ACADEMY ONLINE CHARGES OUT-OF-STATE STUDENTS OF THE ONLINE CAMPUS WITH ANNUAL TUITION UP TO $16,200 PER YEAR FOR FULL-TIME HIGH SCHOOL CREDITS. DISCOUNTED TUITION IS AVAILABLE BASED ON FINANCIAL NEED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,285,464 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $111,800 | RevenueAmt |
| Desc | IN FURTHERANCE OF ITS OBJECTIVE TO SERVE GIFTED YOUTH, THE DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT OPERATES A TUITION-FREE, PUBLIC SCHOOL FOR PROFOUNDLY GIFTED MIDDLE AND HIGH SCHOOL STUDENTS. DAVIDSON ACADEMY IS A "UNIVERSITY SCHOOL FOR PROFOUNDLY GIFTED PUPILS" THAT WAS ESTABLISHED PURSUANT TO LEGISLATION ENACTED BY THE NEVADA LEGISLATURE IN 2005 (NRS CHAPTER 392A). DAVIDSON ACADEMY IS LOCATED ON THE CAMPUS OF THE UNIVERSITY OF NEVADA, RENO AND HAS AN ENROLLMENT (AS OF SPRING 2024) OF 167 STUDENTS AND 100 ONLINE STUDENTS. STUDENTS ARE ADMITTED SOLELY ON THE BASIS OF MEETING CERTAIN MINIMUM CRITERIA SET FORTH IN THE NEVADA STATUTE. THE MAJORITY OF THE STUDENTS ALSO PARTICIPATE IN OTHER PROGRAMS OF THE INSTITUTE SUCH AS THE YOUNG SCHOLARS PROGRAM. ALTHOUGH DESIGNATED AS A PUBLIC SCHOOL, DAVIDSON ACADEMY RECEIVES LESS THAN ONE THIRD OF ITS OPERATING BUDGET FROM PUBLIC SOURCES (THE STATE OF NEVADA). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,425,161 | ExpenseAmt |
| Grant | $800,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE DAVIDSON INSTITUTE FELLOWS AWARD CEREMONY IS A ONE-DAY EVENT HELD IN BOSTON TO RECOGNIZE AND HONOR YOUNG PEOPLE SELECTED AS DAVIDSON FELLOWS WHO WILL RECEIVE EITHER A $25,000, $50,000 OR $100,000 SCHOLARSHIP COMMITMENT TO FURTHER THE DEVELOPMENT OF THEIR TALENT THROUGH ATTENDANCE AT AN ACCREDITED ACADEMIC INSTITUTION OF LEARNING.THE PURPOSE OF THIS EVENT IS TO RECOGNIZE THE OUTSTANDING ACHIEVEMENTS OF HIGHLY INTELLIGENT YOUNG PEOPLE WHO HAVE DEMONSTRATED THE DEVELOPMENT OF THEIR TALENTS WITH A SIGNIFICANT PIECE OF WORK. THIS AWARD PROGRAM SEEKS TO RECOGNIZE AND AWARD THE TRULY EXTRAORDINARY IN RECOGNIZED AREAS OF SCIENCE, TECHNOLOGY, MATHEMATICS, LITERATURE, PHILOSOPHY, AND MUSIC AS WELL AS OUTSIDE THE BOX IDEAS. EACH SUBMISSION MUST BE A PIECE OF ORIGINAL WORK RECOGNIZED BY EXPERTS IN THE FIELD AS SIGNIFICANT AND IT MUST HAVE THE POTENTIAL TO MAKE A POSITIVE CONTRIBUTION TO SOCIETY. EACH SUBMISSION IS EVALUATED ON ITS SCOPE AND QUALITY, LEVEL OF SIGNIFICANCE AND THE APPLICANT'S DEPTH OF KNOWLEDGE AND UNDERSTANDING OF THE WORK AND THE RELATED DOMAIN AREA.ONCE THE INDEPENDENT TEAM OF JUDGES, WHO ARE PROFESSIONALS WITH EXPERTISE IN THE DOMAIN AREAS SUBMITTED, HAVE IDENTIFIED A SMALL GROUP OF FINALISTS, EACH FINALIST IS NAMED AS A DAVIDSON FELLOW AND RECEIVES EITHER A $25,000, $50,000 OR $100,000 SCHOLARSHIP, AS DETERMINED BY THE JUDGES USING THE SELECTION CRITERIA. INDIVIDUALS NAMED AS DAVIDSON FELLOWS ARE THEN HONORED AT A HOSTED RECEPTION IN SEPTEMBER EACH YEAR. TRAVEL AND OTHER HOTEL COSTS ARE PAID BY THE DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT. TYPICALLY, 17 TO 20 DAVIDSON FELLOWS ARE SELECTED EACH YEAR. THE DAVIDSON FELLOWS AWARD IS NOT A COMPETITION, BUT RATHER RECOGNITION OF EXTRAORDINARY ACHIEVEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,425,161 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $800,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,146,647 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 132 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 115 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARIN DIXSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7758328314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTHWOOD BLVD 204 | AddressLine1Txt |
| City | INCLINE VILLAGE | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89451 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|---|
| COLLEEN HARSIN | |||||||||
| EXEC DIRECTOR DAVIDSON ACADEMY | 40.00 | 0.00 | Yes (X) | $275,209 | $0 | $43,430 | |||
| EAMONN O'BRIEN | |||||||||
| DIRECTOR OF IT | 40.00 | 0.00 | $212,292 | $0 | $40,617 | Yes (X) | |||
| DEE CAREY | |||||||||
| HR DIRECTOR | 40.00 | 0.00 | $181,615 | $0 | $38,812 | Yes (X) | |||
| ASHLEY ZAHN | |||||||||
| EXEC DIRECTOR DAVIDSON ACADEMY ONLINE | 40.00 | 0.00 | $184,538 | $0 | $30,057 | Yes (X) | |||
| AIMEE CUMMINS | |||||||||
| EXEC DIRECTOR INSTITUTE | 40.00 | 0.00 | $169,114 | $0 | $37,804 | Yes (X) | |||
| KATIE GLENSOR | |||||||||
| EXEC DIRECTOR INSTITUTE | 40.00 | 0.00 | $169,113 | $0 | $36,910 | Yes (X) | |||
| ERIN VIENNEAU | |||||||||
| INSTRUCTOR | 40.00 | 0.00 | $123,290 | $0 | $19,574 | Yes (X) | |||
| JAMES BONDARCHUCK | |||||||||
| INSTRUCTOR | 40.00 | 0.00 | $112,953 | $0 | $16,902 | Yes (X) | |||
| NATASHA MAXIMOFF | |||||||||
| INSTRUCTOR | 40.00 | 0.00 | $108,117 | $0 | $16,736 | Yes (X) | |||
| MARK R HERRON | |||||||||
| PRESIDENT | 1.00 | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT M DAVIDSON | |||||||||
| VICE PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KARIN DIXSON | |||||||||
| SECRETARY | 2.00 | 1.50 | $0 | $0 | $0 | Yes (X) | |||
| JOHN GOODMAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE DAVIDSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,536,241 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $280,842 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LAKESHORE INVESTMENTS I LLC | |||||
| 800 SOUTHWOOD BLVD SUITE 204 | INCLINE VILLAGE | NV | 89451 | INVESTMENT MANAGEMENT | $731,951 |
| DAVIDSON GROUP | |||||
| 800 SOUTHWOOD BLVD SUITE 204 | INCLINE VILLAGE | NV | 89451 | INVESTMENT MANAGEMENT | $620,735 |
| UBS | |||||
| 1285 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | INVESTMENT MANAGEMENT | $482,951 |
| EDUCATIONAL CONSULTANTS | |||||
| 9783 E 116TH ST | FISHERS | IN | 46037 | CURRICULUM DESIGN | $105,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,600,416 | GovernmentGrantsAmt |
| All Other Contributions | $11,268,202 | AllOtherContributionsAmt |
| Total Contributions | $12,868,618 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION FEES | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $1,700,368 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,700,368 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,700,368 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,559,784 | TotalRevenueColumnAmt |
| Exclusion | $7,559,784 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,676,127 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,633,554 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,042,573 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,042,573 | TotalRevenueColumnAmt |
| Exclusion | $3,042,573 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,187 | TotalRevenueColumnAmt |
| Exclusion | $9,187 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,187 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,180,530 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,700,368 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,611,544 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $811,011 | TotalAmt |
| Program Services | $811,011 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959,396 | TotalAmt |
| Program Services | $959,396 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,664,654 | TotalAmt |
| Program Services | $5,960,247 | ProgramServicesAmt |
| Management And General | $704,407 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,533 | TotalAmt |
| Program Services | $201,456 | ProgramServicesAmt |
| Management And General | $26,077 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299,780 | TotalAmt |
| Program Services | $1,145,490 | ProgramServicesAmt |
| Management And General | $154,290 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,366 | TotalAmt |
| Program Services | $553,390 | ProgramServicesAmt |
| Management And General | $51,976 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,038 | TotalAmt |
| Management And General | $43,038 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,994 | TotalAmt |
| Management And General | $180,994 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,837,018 | TotalAmt |
| Management And General | $1,837,018 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,279 | TotalAmt |
| Program Services | $56,279 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,476 | TotalAmt |
| Program Services | $259,476 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,191 | TotalAmt |
| Program Services | $243,191 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,446 | TotalAmt |
| Program Services | $402,446 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,005 | TotalAmt |
| Program Services | $501,005 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,730 | TotalAmt |
| Management And General | $3,730 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,038 | TotalAmt |
| Program Services | $52,038 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,055 | TotalAmt |
| Management And General | $64,055 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CLASSES AND PROGRAMS | $1,001,222 | $1,001,222 | |
| B&O TAXES | $1,740 | $1,740 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,498 | TotalAmt |
| Management And General | $89,498 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,303,470 | TotalAmt |
| Program Services | $12,146,647 | ProgramServicesAmt |
| Management And General | $3,156,823 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,144,553 | BOYAmt |
| EOY | $529,334 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,707,084 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,758 | BOYAmt |
| EOY | $113,803 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $639,695 | BOYAmt |
| EOY | $497,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,897,017 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,187,830 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,688 | BOYAmt |
| EOY | $709,187 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,550,839 | BOYAmt |
| EOY | $166,514,780 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,179,120 | BOYAmt |
| EOY | $50,541,851 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,860 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,001 | BOYAmt |
| EOY | $33,165 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,091,654 | BOYAmt |
| EOY | $222,652,201 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,674 | BOYAmt |
| EOY | $750,000 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,715 | BOYAmt |
| EOY | $1,774,009 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,133 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,840,522 | BOYAmt |
| EOY | $2,524,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,251,132 | BOYAmt |
| EOY | $220,128,192 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,251,132 | BOYAmt |
| EOY | $220,128,192 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,091,654 | BOYAmt |
| EOY | $222,652,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,877,060 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $183,441 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,777 | DepreciationAmt |
| Book Value | $84,664 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,713,576 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,089,053 | DepreciationAmt |
| Book Value | $624,523 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $709,187 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LAKESHORE INVESTMENTS I, LLC | Desc |
| Book Value | $50,541,851 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $50,541,851 | TotalBookValueSecuritiesAmt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE NONDISCRIMINATORY POLICY IS STATED ON THE ORGANIZATION'S WEBSITE HOMEPAGE. |
| SCHEDULE E, PART I, LINE 6 | DAVIDSON ACADEMY RECEIVES MONTHLY PUPIL CENTERED FUNDING REVENUE FROM THE STATE OF NEVADA BASED ON STUDENT DAILY ENROLLMENT. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FELLOWS SCHOLARSHIPS | 19 | $800,000 |
| FINANCIAL ASSISTANCE | 17 | $11,011 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AWARDED THROUGH OUR FELLOWS PROGRAM. PAYMENTS ARE MADE DIRECTLY TO THE UNIVERSITY/COLLEGE BASED ON TUITION STATEMENT OR REIMBURSED TO THE RECIPIENT WITH PROOF OF PAYMENT/RECEIPTS AND CURRENT TRANSCRIPT. FINANCIAL ASSISTANCE GRANTS ARE APPROVED BY THE FINANCIAL COMMITTEE BASED ON NEED AND FOLLOWS THE SAME PAYMENT POLICIES AS FELLOWS ABOVE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COLLEEN HARSIN | ||||||||||||||
| EXEC DIRECTOR DAVIDSON ACADEMY | $275,209 | $0 | $0 | $0 | $0 | $0 | $11,230 | $0 | $32,200 | $0 | $318,639 | $0 | $0 | $0 |
| EAMONN O'BRIEN | ||||||||||||||
| DIRECTOR OF IT | $212,292 | $0 | $0 | $0 | $0 | $0 | $8,492 | $0 | $32,125 | $0 | $252,909 | $0 | $0 | $0 |
| DEE CAREY | ||||||||||||||
| HR DIRECTOR | $181,615 | $0 | $0 | $0 | $0 | $0 | $7,402 | $0 | $31,410 | $0 | $220,427 | $0 | $0 | $0 |
| ASHLEY ZAHN | ||||||||||||||
| EXEC DIRECTOR DAVIDSON ACADEMY ONLIN | $159,538 | $0 | $25,000 | $0 | $0 | $0 | $7,382 | $0 | $22,675 | $0 | $214,595 | $0 | $0 | $0 |
| AIMEE CUMMINS | ||||||||||||||
| EXEC DIRECTOR INSTITUTE | $149,114 | $0 | $20,000 | $0 | $0 | $0 | $6,064 | $0 | $31,740 | $0 | $206,918 | $0 | $0 | $0 |
| KATIE GLENSOR | ||||||||||||||
| EXEC DIRECTOR INSTITUTE | $149,113 | $0 | $20,000 | $0 | $0 | $0 | $5,170 | $0 | $31,740 | $0 | $206,023 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUS AMOUNTS ARE DETERMINED BY THE PRESIDENT/BOARD MEMBER AND DIRECTOR OF HUMAN RESOURCES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVIDSON GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CONTROLLED ENTITY OF ROBERT DAVIDSON, BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $620,735 | TransactionAmt |
| Transaction | INVESTMENT MANAGEMENT FEES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | BYLAWS WERE AMENDED TO REMOVE THE LIMITATION ON THE NUMBER OF VOTING BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE WAS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD WILL BE PROVIDED A COPY OF THE 990 BEFORE FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF DOCUMENTS ARE AVAILABLE, BY REQUEST, AT THE DAVIDSON INSTITUTE BUSINESS OFFICE LOCATED AT 9665 GATEWAY, SUITE B, RENO, NV. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| ONLINE RESOURCES AZ LLC | |||||||||
| 800 SOUTHWOOD BLVD SUITE 204 | INCLINE VILLAGE | NV | 89451 | 850715462 | EDUCATIONAL SERVICES | NV | $0 | $88,654 | DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT |
| DAVIDSON ACADEMY ONLINE LLC | |||||||||
| PO BOX 4300 | INCLINE VILLAGE | NV | 89450 | 872496012 | EDUCATIONAL SERVICES | OR | $1,126,038 | $329,086 | DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| THE DAVIDSON FOUNDATION INC | |||||||||
| 800 SOUTHWOOD BLVD SUITE 204 | INCLINE VILLAGE | NV | 89451 | 880453151 | GRANTMAKING | NV | 501(C)(3) | PF | 0 |
| LAKESHORE FOUNDATION | |||||||||
| 800 SOUTHWOOD BLVD SUITE 204 | INCLINE VILLAGE | NV | 89451 | 463313924 | GRANTMAKING | NV | 501(C)(3) | LINE 7 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| THE DAVIDSON GROUP | |||||||||
| 800 SOUTHWOOD BLVD SUITE 204 | INCLINE VILLAGE | NV | 89451 | 880404735 | INVESTMENT MANAGEMENT | NV | N/A | S | 0 |
| CHARITABLE REMAINDER TRUST (2) | |||||||||
| NV | 0 | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments