CATLIN GABEL SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CATLIN GABEL SCHOOL (EIN 93-0386804)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-04
- IRS object ID
- 201240959349300139
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-04T16:32:35-05:00 | 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 | HOFFMAN STEWART & SCHMIDT PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 MEADOWS ROAD STE 200 | AddressLine1 |
| City | LAKE OSWEGO | City |
| State | OR | State |
| ZIP Code | 970353295 | 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 | 930386804 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATLIN GABEL SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CATL | NameControl |
| Phone | 5032971894 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8825 SW BARNES RD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972256527 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY MURPHY | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 5032971894 | Phone |
| Date Signed | 2012-04-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD D MASSINGER | Name |
| Phone | 5032205900 | 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 | LARK PALMA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8825 SW BARNES RD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27020796 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CATLIN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | CATLIN GABEL IS A PROGRESSIVE CO-EDUCATIONAL INDEPENDENT DAY SCHOOL WHICH SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12TH GRADE. THE SCHOOL HONORS EACH CHILD'S INNATE CAPACITIES, ENCOURAGES EXPLORATION, WELCOMES QUESTIONS AND PRESENTS CREATIVE CHALLENGES TO EVERY STUDENT. THIS METHOD FORMS BOLD LEARNERS WHO BECOME INSIGHTFUL QUESTIONERS, RESPONSIBLE THINKERS, AND INSPIRED ACTION-TAKERS FOR LIFE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 425 | TotalNbrEmployees |
| Total Nbr Volunteers | 179 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1490305 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9441247 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16116914 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16540830 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 496770 | InvestmentIncomePriorYear |
| Investment Income Current Year | 545690 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 310620 | OtherRevenuePriorYear |
| Other Revenue Current Year | 256697 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18414609 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26784464 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2218599 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2282815 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13307072 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13638069 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 732229 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4432590 | OtherExpensePriorYear |
| Other Expenses Current Year | 4264873 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19958261 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20185757 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1543652 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6598707 | RevenuesLessExpensesCY |
| Total Assets BOY | 41187701 | TotalAssetsBOY |
| Total Assets EOY | 51208534 | TotalAssetsEOY |
| Total Liabilities BOY | 5439639 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5518802 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 35748062 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 45689732 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CATLIN GABEL SUPPORTS INSPIRED LEARNING LEADING TO RESPONSIBLE ACTION THROUGH DEDICATED TEACHING, CARING RELATIONSHIPS, A CHALLENGING CURRICULUM, AND COMMUNITY SERVICE. WE VALUE EACH PERSONS EFFORT, IMAGINATION, AND POSITIVE CONTRIBUTIONS TO THE COMMUNITY. WE CELEBRATE BEING INCLUSIVE AND THE PARTNERSHIP BETWEEN FAMILY AND SCHOOL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15493405 | Expense |
| Grants | 2282815 | Grants |
| Revenue | 16540830 | Revenue |
| Description | THE CATLIN GABEL SCHOOL SERVES OVER 700 STUDENTS, GRADES PRESCHOOL THROUGH 12. | Description |
| Total Program Service Expense | 15493405 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 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 | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | 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 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 425 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE WALSH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5032971894 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8825 SW BARNES RD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97225 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOHN GILLELAND | |||||||
| CHAIR | 10.00 | X | X | 0 | 0 | 0 | |
| ERIC ROSENFELD | |||||||
| VICE CHAIR/ TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| STEVEN GORDON | |||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |
| HEIDI HALVORSEN BELL | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| HOPE BOYD | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| STUART ELLIS | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ZALIKA MILTON GARDNER | |||||||
| MEMBER | 40.00 | X | 57282 | 0 | 0 | ||
| ALBERT GLOWASKY | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ALIX MEIER GOODMAN | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CLARE HAMILL | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH STEINER HAYWARD | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DAVE JUBB | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RICK KOE | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CINDY MULFLUR | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| TERRY MURPHY | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PETER OLSON | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LAURA ROSE-LEWIS | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| WARREN ROSENFELD | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| TOM SHIPLEY | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JIM SPENCER | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PETER STEINBERGER | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DON VOLLUM | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KAYCEE WIITA | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MARKUS HUTCHINS | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KAYLA REICH | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MAX SEMLER | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LARK PALMA | |||||||
| HEAD OF SCHOOL | 60.00 | X | 280000 | 0 | 25784 | ||
| THERESA LONG | |||||||
| DIRECTOR OF FINANCE | 50.00 | X | 126097 | 0 | 15589 | ||
| VICKI ROSCOE | |||||||
| HEAD OF LOWER SCHOOL | 50.00 | 108892 | 0 | 10410 | X | ||
| MICHAEL HEATH | |||||||
| HEAD OF UPPER SCHOOL | 50.00 | 105596 | 0 | 20376 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 677867 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 72159 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | 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 | REIMERS & JOLIVETTE | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2344 NORTHWEST 24TH AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONTRACTOR | DescriptionOfServices |
| Compensation | 157310 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 36275 | FundraisingEvents |
| All Other Contributions | 9404972 | AllOtherContributions |
| Noncash Contributions | 274484 | NoncashContributions |
| Total Contributions | 9441247 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 15734232 | 15734232 |
| AUXILIARY SERVICES | 611710 | 806598 | 806598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16540830 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 545690 | TotalRevenueColumn |
| Exclusion | $545,690 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 188473 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 36275 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 90848 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 97625 | TotalRevenueColumn |
| Exclusion | $97,625 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 10000 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10000 | TotalRevenueColumn |
| Exclusion | $10,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 160495 | GrossSalesOfInventory |
| Cost Of Goods Sold | 145484 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15011 | TotalRevenueColumn |
| Exclusion | $15,011 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 134061 | TotalRevenueColumn |
| Related Or Exempt Function Income | 134061 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 134061 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26784464 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16674891 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $668,326 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2282815 | Total |
| Program Services | 2282815 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512478 | Total |
| Management And General | 512478 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9542140 | Total |
| Program Services | 7252826 | ProgramServices |
| Management And General | 1876453 | ManagementAndGeneral |
| Fundraising | 412861 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 557729 | Total |
| Program Services | 415483 | ProgramServices |
| Management And General | 118424 | ManagementAndGeneral |
| Fundraising | 23822 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2329735 | Total |
| Program Services | 1735083 | ProgramServices |
| Management And General | 529400 | ManagementAndGeneral |
| Fundraising | 65252 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695987 | Total |
| Program Services | 503734 | ProgramServices |
| Management And General | 163498 | ManagementAndGeneral |
| Fundraising | 28755 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101514 | Total |
| Management And General | 101514 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27123 | Total |
| Management And General | 27123 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41329 | Total |
| Management And General | 41329 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176615 | Total |
| Program Services | 76776 | ProgramServices |
| Management And General | 55603 | ManagementAndGeneral |
| Fundraising | 44236 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1023934 | Total |
| Program Services | 864346 | ProgramServices |
| Management And General | 123069 | ManagementAndGeneral |
| Fundraising | 36519 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307443 | Total |
| Program Services | 299668 | ProgramServices |
| Management And General | 4179 | ManagementAndGeneral |
| Fundraising | 3596 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419517 | Total |
| Program Services | 407366 | ProgramServices |
| Management And General | 8848 | ManagementAndGeneral |
| Fundraising | 3303 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28111 | Total |
| Program Services | 6367 | ProgramServices |
| Management And General | 19996 | ManagementAndGeneral |
| Fundraising | 1748 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24517 | Total |
| Management And General | 6132 | ManagementAndGeneral |
| Fundraising | 18385 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2760 | Total |
| Program Services | 2760 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1148703 | Total |
| Program Services | 1116361 | ProgramServices |
| Management And General | 23550 | ManagementAndGeneral |
| Fundraising | 8792 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118951 | Total |
| Program Services | 19246 | ProgramServices |
| Management And General | 99563 | ManagementAndGeneral |
| Fundraising | 142 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 394835 | 154281 | 172551 | 68003 |
| EQUIPMENT RENT & MAINT. | 276190 | 266741 | 7312 | 2137 |
| TRANSPORTATION | 94031 | 84536 | 8940 | 555 |
| PRINTING & PUBLICATIONS | 52822 | 2530 | 40362 | 9930 |
| TELEPHONE | 26478 | 2486 | 19799 | 4193 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20185757 | Total |
| Program Services | 15493405 | ProgramServices |
| Management And General | 3960123 | ManagementAndGeneral |
| Fundraising | 732229 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1049930 | BOY |
| EOY | 1612949 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1096943 | BOY |
| EOY | 854508 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 785531 | BOY |
| EOY | 7690328 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221581 | BOY |
| EOY | 136394 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181125 | BOY |
| EOY | 88020 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194849 | BOY |
| EOY | 305646 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33803603 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15302378 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19086572 | BOY |
| EOY | 18501225 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15375715 | BOY |
| EOY | 17653874 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3195455 | BOY |
| EOY | 4365590 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41187701 | BOY |
| EOY | 51208534 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1732684 | BOY |
| EOY | 1831366 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3665821 | BOY |
| EOY | 3638955 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41134 | BOY |
| EOY | 48481 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5439639 | BOY |
| EOY | 5518802 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17482404 | BOY |
| EOY | 19035082 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10694125 | BOY |
| EOY | 13350795 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7571533 | BOY |
| EOY | 13303855 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35748062 | BOY |
| EOY | 45689732 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41187701 | BOY |
| EOY | 51208534 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6598707 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3342963 | 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 | 18657541 | BeginningOfYearBalance |
| Contributions | 5907908 | Contributions |
| Investment Earnings Or Losses | 3894141 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 646419 | GrantsOrScholarships |
| Administrative Expenses | 106818 | AdministrativeExpenses |
| End Of Year Balance | 27706353 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17266208 | BeginningOfYearBalance |
| Contributions | 167992 | Contributions |
| Investment Earnings Or Losses | 2002996 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 682892 | GrantsOrScholarships |
| Administrative Expenses | 96763 | AdministrativeExpenses |
| End Of Year Balance | 18657541 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21882086 | BeginningOfYearBalance |
| Contributions | 504252 | Contributions |
| Investment Earnings Or Losses | -4072336 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 954242 | GrantsOrScholarships |
| Administrative Expenses | 93552 | AdministrativeExpenses |
| End Of Year Balance | 17266208 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.43740 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.48020 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08240 | 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 | 989355 | OtherCostOrOtherBasis |
| Book Value | 989355 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27943365 | OtherCostOrOtherBasis |
| Depreciation | 11289515 | Depreciation |
| Book Value | 16653850 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4593195 | OtherCostOrOtherBasis |
| Depreciation | 3924282 | Depreciation |
| Book Value | 668913 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 277688 | OtherCostOrOtherBasis |
| Depreciation | 88581 | Depreciation |
| Book Value | 189107 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18501225 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ABSOLUTE RETURN FUNDS | Description |
| Book Value | 4365590 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4365590 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY FUNDS | Description |
| Amount | $48,481 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 48481 | TotalOfAmounts |
| Total Revenue | 26784464 | TotalRevenue |
| Total Expenses | 20185757 | TotalExpenses |
| Excess Or Deficit For Year | 6598707 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3342963 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 3342963 | TotalAdjustments |
| Excess Or Deficit Per FS | 9941670 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 28134524 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3342963 | NetUnrealizedGainsInvestments |
| Other Revenues | 145484 | OtherRevenues |
| Revenue Not Rptd F990 | 3488447 | RevenueNotRptdF990 |
| Revenue Subtotal | 24646077 | RevenueSubtotal |
| Other Revenues Not Included | 2138387 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2138387 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 26784464 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18192854 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 145484 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 145484 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18047370 | ExpensesSubtotal |
| Other Expenses Not Included | 2138387 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2138387 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20185757 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | USED FOR ORGANIZATION'S EXEMPT PURPOSES. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES 145,484. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS TO INDIVIDUALS IN US AND OUTSIDE US 2,138,387. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES 145,484. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS TO INDIVIDUALS IN US AND OUTSIDE US 2,138,387. |
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 | DESCRIPTION: SCHOOL MISSION STATEMENT, BOARD OF TRUSTEES STATEMENT, ADMISSION MATERIALS & POLICY, FINANCIAL AID POLICY AND IMPLEMENTATIONS, NEWSPAPER ADS PLACED IN LOCAL NEWSPAPERS | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 224748 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 36275 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 188473 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 23072 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 9719 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 58057 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 224748 | GrossReceiptsTotal |
| Charitable Contributions Total | 36275 | CharitableContributionsTotal |
| Gross Revenue Total Events | 188473 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 23072 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 9719 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 58057 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 90848 | DirectExpenseSummaryEvents |
| Net Income Summary | 97625 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | 1 | Licensed |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| FINANCIAL AID FOR STUDENT TUITION | 165 | 2101987 | FMV | SCHOLARSHIP |
| FINANCIAL AID FOR STUDENT LAPTOPS | 19 | 27486 | FMV | SCHOLARSHIP |
| FINANCIAL AID FOR STUDENT BOOKS | 69 | 37337 | FMV | SCHOLARSHIP |
| FINANCIAL AID FOR STUDENT TRIPS | 82 | 57541 | FMV | SCHOLARSHIP |
| FINANCIAL AID FOR STUDENT TUTORING | 27 | 15934 | FMV | SCHOLARSHIP |
| FINANCIAL AID FOR TESTING | 6 | 6130 | FMV | SCHOLARSHIP |
| TUITION DISCOUNTS | 2 | 36400 | FMV | TUITION DISCOUNTS |
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: ALL GRANTS REPRESENT REDUCTIONS FOR SERVICES, FEES, AND SUPPLIES TO ATTEND CATLIN GABEL SCHOOL. GRANTS ARE APPROVED BY A FINANCIAL AID COMMITTEE BASED ON INFORMATION PROVIDED BY THE FAMILIES APPLYING FOR THE GRANTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 | LARK PALMA | NamePerson |
| Base Compensation Filing Org | 280000 | 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 | 16800 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 8984 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 305784 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | EMPLOYEE SEPARATION AGREEMENT WITH THERESA LONG INCLUDED A SEVERANCE PACKAGE ACCRUED AT 6/30/11. | Explanation |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 4576 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 30000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 29 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 210903 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6288 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS OTHER | Description |
| Number Of Contributions | 28 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 22717 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET 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 | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| THIRD PARTY USE: | PART I, LINE 32B: | THE SCHOOL OCCASIONALLY HIRES AUCTION ORGANIZATIONS TO ADVERTISE AND SELL NON-CASH CONTRIBUTIONS. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | THE SCHOOL RECEIVES NON-CASH GOODS AND SERVICES THAT ARE SOLD THROUGH EITHER A FUND-RAISING AUCTION OR RUMMAGE SALE. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ERIC ROSENFELD AND WARREN ROSENFELD HAVE A FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER COMPLETION OF THE FORM 990 BY THE SCHOOL'S BUSINESS OFFICE, FORM 990 IS DISTRIBUTED TO THE SCHOOL'S AUDIT COMMITTEE FOR REVIEW. AFTER REVIEW, FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS. | |
| THE ADMINISTRATION REVIEWS ALL CONTRACTS AND BUSINESS TRANSACTIONS FOR POTENTIAL CONFLICT OF INTEREST OCCURANCES. IN THE EVENT THAT A CONFLICT OF INTEREST EVENT ARISES, SUCH AN ARRANGEMENT WOULD NEED TO BE AUTHORIZED, APPROVED AND RATIFIED BY THE BOARD OF TRUSTEES. | FORM 990, PART VI, SECTION B, LINE 12C | |
| LONG-TERM COMPENSATION AGREEMENT WITH EXECUTIVE DIRECTOR WAS PREPARED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE ANNUAL COMPENSATION AGREEMENT WITH OTHER OFFICERS WAS SUPPORTED BY COMPABLE INDUSTRY DATA AND REVIEWED BY THE BOARD COMPENSATION COMMITTEE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| UPON REQUEST | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 3,342,963. | FORM 990, PART XI, LINE 5: |
| THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. | FORM 990, PART XII, LINE 2B |
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