WASHINGTON INTERNATIONAL SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON INTERNATIONAL SCHOOL (EIN 52-0822077)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201231359349304603
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T14:20:16-05:00 | 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 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208787340 | 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 | 520822077 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON INTERNATIONAL SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WASH | NameControl |
| Phone | 2022431800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 MACOMB STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20008 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM R PRESTON | Name |
| Title | ASSOCIATE HEAD, BUSINESS AND O | Title |
| Phone | 2022431800 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM E TURCO CPA | Name |
| Phone | 3012963600 | 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 | CLAYTON W LEWIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 MACOMB STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28127706 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WIS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | CO-EDUCATIONAL PRE-KINDERGARTEN THROUGH HIGH SCHOOL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 335 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 673325 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 696077 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26034945 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27217835 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 81924 | InvestmentIncomePriorYear |
| Investment Income Current Year | 67364 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 250516 | OtherRevenuePriorYear |
| Other Revenue Current Year | 146430 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27040710 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28127706 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2727631 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3064616 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14571844 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15472490 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 592932 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8821267 | OtherExpensePriorYear |
| Other Expenses Current Year | 8700802 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26120742 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27237908 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 919968 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 889798 | RevenuesLessExpensesCY |
| Total Assets BOY | 53065064 | TotalAssetsBOY |
| Total Assets EOY | 53733400 | TotalAssetsEOY |
| Total Liabilities BOY | 29744525 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29088952 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23320539 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24644448 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF WASHINGTON INTERNATIONAL SCHOOL IS TO PROVIDE A DEMANDING INTERNATIONAL EDUCATION THAT WILL CHALLENGE STUDENTS TO BECOME RESPONSIBLE AND EFFECTIVE WORLD CITIZENS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20605786 | Expense |
| Grants | 3064616 | Grants |
| Revenue | 27300270 | Revenue |
| Description | CO-EDUCATIONAL ELEMENTARY THROUGH HIGH SCHOOL | Description |
| Total Program Service Expense | 20605786 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 75 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 335 | 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 | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM PRESTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2022431800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 MACOMB STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20008 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN ALEXANDER | ||||||||
| TRUSTEE-CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| SCOTT GILMAN | ||||||||
| TRUSTEE-VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| WAYNE SMITH | ||||||||
| TRUSTEE-VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| KATHY KEMPER | ||||||||
| TRUSTEE-SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| DAVID MUENZER | ||||||||
| TRUSTEE-TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| AGE BAKKER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BONI BIAGINI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ANDY BURNESS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KYRA CHEREMETEFF | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ISABEL DE LA CRUZ ERNST | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CAROLINE GOLDIE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| IVOR HORN MD MPH | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RUSSELL KATZ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PILAR MEIER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PATRICK MORRISON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DIDIER ROTSAERT | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SEAN SHIMAMOTO | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JERI THOMSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CATHYA STEPHENSON | ||||||||
| TRUSTEE EMERITA | 2.00 | X | 0 | 0 | 0 | |||
| CLAYTON LEWIS | ||||||||
| HEAD OF SCHOOL | 40.00 | X | 333100 | 0 | 50374 | |||
| WILLIAM R PRESTON | ||||||||
| ASSOCIATED HEAD, BUSINESS & OPERATIONS | 40.00 | X | 171155 | 0 | 23316 | |||
| DAVID MERKEL | ||||||||
| UPPER SCHOOL PRINCIPAL | 40.00 | 157960 | 0 | 21493 | X | |||
| MELODY MEADE | ||||||||
| PRIMARY SCHOOL PRINCIPAL | 40.00 | 118143 | 0 | 24213 | X | |||
| SANDRA BOURNE | ||||||||
| MID SCH HEAD | 40.00 | 119192 | 0 | 6101 | X | |||
| THOMAS O'MARA | ||||||||
| DIRECTOR OF ATHLETICS | 40.00 | 112926 | 0 | 11282 | X | |||
| CHAD FAIREY | ||||||||
| ASSOCIATED HEAD, INFORMATION SERVICES | 40.00 | 104572 | 0 | 23349 | X | |||
| CHRISTINA THUERMER | ||||||||
| ALUMNI COORDINATOR | 40.00 | 107342 | 0 | 12603 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1224390 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 172731 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE WHITING-TURNER CONTRACTING COMPANY | |||||
| PO BOX 17596 | BALTIMORE | MD | 21297 | CONSTRUCTION | 2143336 |
| SODEXHO INC & AFFILIATES | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | FACILITIES MANAGEMENT & FOOD SERVICE | 1646062 |
| BOWIE GRIDLEY ARCHITECTS PLLC | |||||
| 1010 WISCONSIN AVE NW | WASHINGTON | DC | 20007 | CONSTRUCTION | 327964 |
| BOGNET CONSTRUCTION ASSOC INC | |||||
| 1911 N FRT MYER DR STE 705 | ARLINGTON | VA | 22209 | CONSTRUCTION | 218501 |
| WASHINGTON TECHNOLOGY INTEGRATORS LLC | |||||
| 6824 STONEYBROOKE LANE | ALEXANDRIA | VA | 22306 | HARDWARE & SOFTWARE INTEGRATION | 174556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| All Other Contributions | 696077 | AllOtherContributions |
| Noncash Contributions | 28576 | NoncashContributions |
| Total Contributions | 696077 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & RELATED FEES | 900099 | 25906461 | 25906461 |
| AUXILIARY PROGRAMS | 900099 | 1311374 | 1311374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27217835 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67364 | TotalRevenueColumn |
| Exclusion | $67,364 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 63995 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 63995 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63995 | TotalRevenueColumn |
| Exclusion | $63,995 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 82435 | TotalRevenueColumn |
| Related Or Exempt Function Income | 82435 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 82435 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28127706 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27300270 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $131,359 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3064616 | Total |
| Program Services | 3064616 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 580334 | Total |
| Program Services | 369277 | ProgramServices |
| Management And General | 191045 | ManagementAndGeneral |
| Fundraising | 20012 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12729628 | Total |
| Program Services | 8527441 | ProgramServices |
| Management And General | 3777836 | ManagementAndGeneral |
| Fundraising | 424351 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 711587 | Total |
| Program Services | 450725 | ProgramServices |
| Management And General | 236184 | ManagementAndGeneral |
| Fundraising | 24678 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 585647 | Total |
| Program Services | 40664 | ProgramServices |
| Management And General | 513516 | ManagementAndGeneral |
| Fundraising | 31467 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 865294 | Total |
| Program Services | 573721 | ProgramServices |
| Management And General | 258859 | ManagementAndGeneral |
| Fundraising | 32714 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83021 | Total |
| Management And General | 83021 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29500 | Total |
| Management And General | 29500 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12211 | Total |
| Management And General | 12211 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261390 | Total |
| Program Services | 15300 | ProgramServices |
| Management And General | 246090 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 713447 | Total |
| Program Services | 340282 | ProgramServices |
| Management And General | 353396 | ManagementAndGeneral |
| Fundraising | 19769 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311856 | Total |
| Program Services | 308461 | ProgramServices |
| Fundraising | 3395 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1856163 | Total |
| Program Services | 1856163 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24456 | Total |
| Program Services | 24456 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22986 | Total |
| Fundraising | 22986 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 937849 | Total |
| Program Services | 937849 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1672426 | Total |
| Program Services | 1672426 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94867 | Total |
| Management And General | 94867 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DIRECT EDUCATION | 2237392 | 2237392 | |
| CENTER FOR INTERNATIONA | 242049 | 42593 | 199456 |
| YEARBOOK | 93693 | 93693 | |
| AMORTIZATION | 50727 | 50727 | |
| BAD DEBT EXPENSE | 46995 | 46995 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9774 | Total |
| Management And General | -3786 | ManagementAndGeneral |
| Fundraising | 13560 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27237908 | Total |
| Program Services | 20605786 | ProgramServices |
| Management And General | 6039190 | ManagementAndGeneral |
| Fundraising | 592932 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6800 | BOY |
| EOY | 6800 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12502924 | BOY |
| EOY | 10121845 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 553515 | BOY |
| EOY | 295460 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251049 | BOY |
| EOY | 177518 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31256 | BOY |
| EOY | 35040 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 410155 | BOY |
| EOY | 136356 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 53925045 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14665016 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35994898 | BOY |
| EOY | 39260029 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1702057 | BOY |
| EOY | 2136168 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1612410 | BOY |
| EOY | 1564184 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53065064 | BOY |
| EOY | 53733400 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3005896 | BOY |
| EOY | 2201865 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3326193 | BOY |
| EOY | 4180928 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22577668 | BOY |
| EOY | 22037378 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 834768 | BOY |
| EOY | 668781 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29744525 | BOY |
| EOY | 29088952 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19914092 | BOY |
| EOY | 21299569 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1300702 | BOY |
| EOY | 1138457 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2105745 | BOY |
| EOY | 2206422 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23320539 | BOY |
| EOY | 24644448 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53065064 | BOY |
| EOY | 53733400 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 889798 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 434111 | 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 | 4187667 | BeginningOfYearBalance |
| Contributions | 150677 | Contributions |
| End Of Year Balance | 4338344 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3797399 | BeginningOfYearBalance |
| Contributions | 390268 | Contributions |
| End Of Year Balance | 4187667 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3660391 | BeginningOfYearBalance |
| Contributions | 137008 | Contributions |
| End Of Year Balance | 3797399 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.49000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.51000 | 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 | 4910340 | OtherCostOrOtherBasis |
| Book Value | 4910340 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38236183 | OtherCostOrOtherBasis |
| Depreciation | 10039734 | Depreciation |
| Book Value | 28196449 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4396806 | OtherCostOrOtherBasis |
| Depreciation | 3393585 | Depreciation |
| Book Value | 1003221 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6381716 | OtherCostOrOtherBasis |
| Depreciation | 1231697 | Depreciation |
| Book Value | 5150019 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39260029 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LIABILITIES - CONSERVANCY | $600,000 |
| CAPITAL LEASE OBLIGATION | $68,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 668781 | TotalOfAmounts |
| Total Revenue | 28127706 | TotalRevenue |
| Total Expenses | 27237908 | TotalExpenses |
| Excess Or Deficit For Year | 889798 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 434111 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 434111 | TotalAdjustments |
| Excess Or Deficit Per FS | 1323909 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25497201 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 434111 | NetUnrealizedGainsInvestments |
| Other Revenues | -3064616 | OtherRevenues |
| Revenue Not Rptd F990 | -2630505 | RevenueNotRptdF990 |
| Revenue Subtotal | 28127706 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28127706 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24173292 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24173292 | ExpensesSubtotal |
| Other Expenses Not Included | 3064616 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3064616 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27237908 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENDED USES OF THE ENDOWMENT FUNDS ARE TO SUPPLEMENT THE GENERAL OPERATING FUNDS OF THE SCHOOL. THIS SUPPLEMENT IS FOCUSED IN TWO AREAS: SUPPORT FOR STUDENTS AND SUPPORT FOR FACULTY. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, THE SCHOOL HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. HOWEVER, THE SCHOOL IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME AS DEFINED BY THE INTERNAL REVENUE SERVICE. DURING THE YEAR ENDED JUNE 30, 2011, THE SCHOOL HAD NO TAXABLE UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB ASC TOPIC 740-10), WHICH ADDRESSED THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE SCHOOL MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE SCHOOL FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2008. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -3,064,616. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 3,064,616. |
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 | THE SCHOOL PUBLISHED A NOTICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS IN THE WASHINGTON POST. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID FOR TUITION | TypeOfGrant |
| Number Of Recipients | 138 | NumberOfRecipients |
| Amount Of Cash Grant | 3064616 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTS AND SCHOLARSHIPS AWARDED BASED ON NEED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLAYTON LEWIS | |||||||||||||
| 249146 | 0 | 63954 | 0 | 20000 | 0 | 34302 | 0 | 22694 | 0 | 390096 | 0 | 0 | 0 |
| WILLIAM R PRESTON | |||||||||||||
| 171155 | 0 | 0 | 0 | 0 | 0 | 12153 | 0 | 15310 | 0 | 198618 | 0 | 0 | 0 |
| DAVID MERKEL | |||||||||||||
| 157960 | 0 | 0 | 0 | 0 | 0 | 10330 | 0 | 15204 | 0 | 183494 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | CLAYTON W. LEWIS, HEAD OF SCHOOL, RECEIVED A COMPANION TRAVEL BENEFIT IN THE AMOUNT OF $926. CLAYTON W. LEWIS, HEAD OF SCHOOL, RECEIVED $20,000 AS A TAXABLE ALLOWANCE FOR HOUSING. |
| PART I, LINE 4B | CLAYTON W. LEWIS PARTICIPATED IN A SUPPLEMENTTAL NONQUALIFIED RETIREMENT PLAN - $13,992 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| DISTRICT OF COLUMBIA | ||||||
| 536001131 | 2003-07-29 | 12305000 | CONSTRUCTION OF AN ARTS AND ATHLETIC CENTER | 0 | 0 | 0 |
| DISTRICT OF COLUMBIA | ||||||
| 536001131 | 2006-06-29 | 12000000 | CONSTRUCTION OF CLASSROOMS, THEATRE AND LIBRARY | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|
| 1606405 | 10320280 | 12305000 | 246100 | 12058900 | 2003 | 0 | 0 | 1 | 1 |
| 661217 | 12000000 | 240000 | 11760000 | 2008 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Grant | 24605 | AmountOfGrant |
| Type Of Assistance | FIN AID | TypeOfAssistance |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 28576 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK EXCHANGE VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD MEETS MONTHLY DURING THE SCHOOL YEAR, PRIOR TO MAILING THE IRS FORM 990. ONE MEETING WILL BE SELECTED FOR THE IRS FORM 990 TO BE REVIEWED. | |
| BOARD MEMBERS ARE MADE AWARE OF THE CONFLICT OF INTEREST POLICY AND ARE ASKED TO SIGN A GOVERNING BODY MEMBER ANNUAL QUESTIONNAIRE TO FERRET OUT ANY CONFLICTS OF INTEREST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE HEAD EVALUATION COMMITTEE AND/OR CHAIR OF THE BOARD MEET WITH THE HEAD OF SCHOOL (HEAD) EACH YEAR AND SETS MUTUALLY AGREEABLE GOALS FOR THE UPCOMING YEAR. THROUGHOUT THE YEAR THE HEAD EVALUATION COMMITTEE AND/OR CHAIR OF THE BOARD PERIODICALLY CONSULTS WITH HEAD AS TO HIS PROGRESS IN MEETING THE PREVIOUSLY SET GOALS. COMPENSATION IS REVIEWED AND APPROVED BY THE HEAD EVALUATION COMMITTEE AND/OR CHAIR OF THE BOARD USING COMPARABLE SCHOOLS AS A BENCHMARK. EMPLOYEE REVIEWS ARE PERFORMED ANNUALLY WITH THEIR SUPERVISORS. COMPENSATION FOR ALL EMPLOYEES IS REVIEWED AND APPROVED BY THE HEAD USING COMPARABLE SCHOOLS AS A BENCHMARK. | FORM 990, PART VI, SECTION B, LINE 15 | |
| REQUEST FOR GOVERNING DOCUMENTS AND/OR CONFLICT OF INTEREST POLICY WOULD BE SUBMITTED TO THE BOARD OF TRUSTEES. THE FINANCIAL STATEMENTS ARE AVAILABLE THROUGH AN ANNUAL REPORT AND REPORTING AGENCIES SUCH AS GUIDESTAR AND DUN & BRADSTREET. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 434,111. | FORM 990, PART XI, LINE 5: |
| THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. | ||
| A WRITTEN POLICY FOR RETENTION AND DESTRUCTION DOES NOT EXIST; HOWEVER, THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL GUIDELINES ARE FOLLOWED. | FORM 990, PAGE 3, PART VI, SECTION B, QUESTION 14: |
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