SAINT GEORGES SCHOOL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SAINT GEORGES SCHOOL (EIN 91-0630755)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-16
- IRS object ID
- 201100479349300105
- Schema version
- 2009v1.7
- 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 | 2011-02-16T08:15:57-08:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANASTASI & MOORE PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 S Division | AddressLine1 |
| City | Spokane | City |
| State | WA | State |
| ZIP Code | 99202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910630755 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Georges School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STGE | NameControl |
| Phone | 5094661636 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 W Waikiki Road | AddressLine1 |
| City | Spokane | City |
| State | WA | State |
| ZIP Code | 99208 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert Blume | Name |
| Title | Treasurer | Title |
| Date Signed | 2011-02-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dan J Frickle CPA | Name |
| Phone | 5093230272 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mo Copeland | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Saint Georges School | AddressLine1 |
| City | Spokane | City |
| State | WA | State |
| ZIP Code | 99208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10731046 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.sgs.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | Committed to excellence, Saint George's School challenges its elementary and secondary school students to develop their intellectual, artistic, creative, and athletic potential through a rigorous yet flexible college preparatory curriculum. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 159 | TotalNbrEmployees |
| Total Nbr Volunteers | 33 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 628973 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 602579 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6762344 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6648020 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -632277 | InvestmentIncomePriorYear |
| Investment Income Current Year | 143391 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 113870 | OtherRevenuePriorYear |
| Other Revenue Current Year | 177399 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6872910 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7571389 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1040498 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1167019 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4700324 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4821387 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 276666 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2222929 | OtherExpensePriorYear |
| Other Expenses Current Year | 2006139 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7963751 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7994545 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1090841 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -423156 | RevenuesLessExpensesCY |
| Total Assets BOY | 20994460 | TotalAssetsBOY |
| Total Assets EOY | 21076332 | TotalAssetsEOY |
| Total Liabilities BOY | 231479 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 217440 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20762981 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20858892 | NetAssetsOrFundBalancesEOY |
| Mission Description | Committed to excellence, Saint George's School challenges its elementary and secondary school students to develop their intellectual, artistic, creative, and athletic potential through a rigorous yet flexible college preparatory curriculum. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7153485 | Expense |
| Description | Education - Kindergarten through grade twelve to approx 380 students | Description |
| Total Program Service Expense | 7153485 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 159 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Business Office | NamePerson |
| Telephone Number | 5094661636 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 W Waikiki Road | AddressLine1 |
| City | Spokane | City |
| State | WA | State |
| ZIP Code | 99208 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Wendy Start | |||||||
| President | 8.00 | X | 0 | 0 | 0 | ||
| Thomas Culbertson | |||||||
| Trustee | 2.00 | 0 | 0 | 0 | X | ||
| Tannis Witherspoon | |||||||
| Gov Chair | 5.00 | X | 0 | 0 | 0 | ||
| Stuart Mermel | |||||||
| CFO | 50.00 | 102638 | 0 | 13450 | X | ||
| Sally Poutiatine | |||||||
| Trustee | 2.00 | 0 | 0 | 0 | X | ||
| Robert Blume | |||||||
| Trustee | 2.00 | 0 | 0 | 0 | X | ||
| Monica Fix | |||||||
| Trustee | 2.00 | 0 | 0 | 0 | X | ||
| Mo Copeland | |||||||
| Head of School | 55.00 | 191780 | 0 | 34030 | X | ||
| Mark Ostersmith | |||||||
| Vice President | 5.00 | X | 0 | 0 | 0 | ||
| Lisa Stagaman | |||||||
| Trustee | 2.00 | 0 | 0 | 0 | X | ||
| Kathy Hatheway | |||||||
| Trustee | 2.00 | 0 | 0 | 0 | X | ||
| Jayne Deife | |||||||
| Treasurer | 5.00 | X | 0 | 0 | 0 | ||
| George Edwards | |||||||
| Trustee | 2.00 | 0 | 0 | 0 | X | ||
| Earl Martin III | |||||||
| Trustee | 2.00 | 0 | 0 | 0 | X | ||
| Cynthia Cappello | |||||||
| Secretary | 5.00 | X | 0 | 0 | 0 | ||
| Caren Furbeyre | |||||||
| Devel Chair | 5.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 294418 | TotalReportableCompFromOrg |
| Total Other Compensation | 47480 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | First Student | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3410 E Trent Ave | AddressLine1 |
| City | Spokane | City |
| State | WA | State |
| ZIP Code | 99202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Student Bus Service | DescriptionOfServices |
| Compensation | 255114 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 602579 | AllOtherContributions |
| Noncash Contributions | 291811 | NoncashContributions |
| Total Contributions | 602579 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Tuition and Fees | Description |
| Total Revenue Column | 6648020 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6648020 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6648020 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 178965 | TotalRevenueColumn |
| Exclusion | $178,965 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3092128 | Securities |
| Other | 592 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3128294 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -36166 | Securities |
| Other | 592 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -35574 | TotalRevenueColumn |
| Exclusion | -$35,574 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 97921 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 19105 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78816 | TotalRevenueColumn |
| Exclusion | $78,816 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 14557 | GrossSalesOfInventory |
| Cost Of Goods Sold | 12258 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2299 | TotalRevenueColumn |
| Exclusion | $2,299 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|
| Student Support Services | 69556 | $69,556 |
| Fin Chg & Other Income | 26728 | $26,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 96284 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7571389 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6648020 | RelatedOrExemptFunctionIncome |
| Exclusion | $320,790 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1167019 | Total |
| Program Services | 1167019 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329151 | Total |
| Management And General | 329151 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3576562 | Total |
| Program Services | 3398746 | ProgramServices |
| Management And General | 17212 | ManagementAndGeneral |
| Fundraising | 160604 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185531 | Total |
| Program Services | 140396 | ProgramServices |
| Management And General | 34028 | ManagementAndGeneral |
| Fundraising | 11107 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 396971 | Total |
| Program Services | 345443 | ProgramServices |
| Management And General | 35204 | ManagementAndGeneral |
| Fundraising | 16324 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333172 | Total |
| Program Services | 272301 | ProgramServices |
| Management And General | 33088 | ManagementAndGeneral |
| Fundraising | 27783 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11074 | Total |
| Management And General | 11074 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15392 | Total |
| Management And General | 15392 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31677 | Total |
| Management And General | 31677 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52082 | Total |
| Program Services | 52082 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 992 | Total |
| Management And General | 992 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81732 | Total |
| Program Services | 73244 | ProgramServices |
| Management And General | 7381 | ManagementAndGeneral |
| Fundraising | 1107 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224237 | Total |
| Program Services | 224237 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 546135 | Total |
| Program Services | 526063 | ProgramServices |
| Management And General | 16077 | ManagementAndGeneral |
| Fundraising | 3995 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54668 | Total |
| Program Services | 54668 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| SSS | 367512 | 367512 | ||
| Fundraising | 55746 | 55746 | ||
| Faculty Recruitment | 18498 | 18498 | ||
| Curriculum | 457201 | 457201 | ||
| Athletic Expense | 64979 | 64979 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24214 | Total |
| Program Services | 9594 | ProgramServices |
| Management And General | 14620 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7994545 | Total |
| Program Services | 7153485 | ProgramServices |
| Management And General | 564394 | ManagementAndGeneral |
| Fundraising | 276666 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24700 | BOY |
| EOY | 144562 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1175185 | BOY |
| EOY | 1476509 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46710 | BOY |
| EOY | 31808 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73497 | BOY |
| EOY | 37234 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12345 | BOY |
| EOY | 5278 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45291 | BOY |
| EOY | 19993 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19803631 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6257800 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13945077 | BOY |
| EOY | 13545831 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5379017 | BOY |
| EOY | 5505738 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 292638 | BOY |
| EOY | 309379 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20994460 | BOY |
| EOY | 21076332 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79860 | BOY |
| EOY | 86362 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151619 | BOY |
| EOY | 131078 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231479 | BOY |
| EOY | 217440 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16124583 | BOY |
| EOY | 15943179 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1508419 | BOY |
| EOY | 1785734 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3129979 | BOY |
| EOY | 3129979 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20762981 | BOY |
| EOY | 20858892 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20994460 | BOY |
| EOY | 21076332 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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 | 5843529 | BeginningOfYearBalance |
| Contributions | 13339 | Contributions |
| Investment Earnings Or Losses | 631461 | InvestmentEarningsOrLosses |
| Other Expenditures | 282911 | OtherExpenditures |
| Administrative Expenses | 31677 | AdministrativeExpenses |
| End Of Year Balance | 6173741 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7066438 | BeginningOfYearBalance |
| Contributions | 311025 | Contributions |
| Investment Earnings Or Losses | -1227627 | InvestmentEarningsOrLosses |
| Other Expenditures | 281000 | OtherExpenditures |
| Administrative Expenses | 25307 | AdministrativeExpenses |
| End Of Year Balance | 5843529 | 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 | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28418 | OtherCostOrOtherBasis |
| Book Value | 28418 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19092495 | OtherCostOrOtherBasis |
| Depreciation | 5738095 | Depreciation |
| Book Value | 13354400 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 500867 | OtherCostOrOtherBasis |
| Depreciation | 433858 | Depreciation |
| Book Value | 67009 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 181851 | OtherCostOrOtherBasis |
| Depreciation | 85847 | Depreciation |
| Book Value | 96004 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13545831 | TotalOfBookValueLandBuildings |
| Total Revenue | 7571389 | TotalRevenue |
| Total Expenses | 7994545 | TotalExpenses |
| Excess Or Deficit For Year | -423156 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 506809 | NetUnrealizedGLOnInvestments |
| Other | $12,258 | OtherAmount |
| Total Adjustments | 519067 | TotalAdjustments |
| Excess Or Deficit Per FS | 95911 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6891760 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 506809 | NetUnrealizedGainsInvestments |
| Other Revenues | 12258 | OtherRevenues |
| Revenue Not Rptd F990 | 519067 | RevenueNotRptdF990 |
| Revenue Subtotal | 6372693 | RevenueSubtotal |
| Investment Expenses Not Included | 31677 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1167019 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1198696 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7571389 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6795849 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 6795849 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 31677 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1167019 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1198696 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7994545 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | Income taxes - Income tax positions must meet a more-likely-than-not recognition threshold to be recognized. Income tax positions that previously failed to meet the more-likely-than-not threshold are recognized in the first subsequent financial reporting period in which that threshold is met. Previously recognized tax positions that no longer meet the more-likely-than-not threshold are derecognized in the first subsequent financial reporting period in which that threshold is no longer met. There were no accruals related to uncertain tax positions at June 30, 2010 or 2009. |
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Financial Aid $1167019 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Financial Aid $1167019 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Cost of Goods Sold $12258 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Cost of Goods Sold $12258 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The earnings are designated for: financial aid and scholarships, educational programs, employee compensation and professional development, fixed asset purchases and preservation, as well as general school operations. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | Admissions are made on a non-discriminatory basis, racial or otherwise, as publicized in school brochures and newspapers distributed to the community. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Licensed States | WA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Fund Raising Auction | NameOfEvent1 |
| Gross Receipts Event1 | 97921 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 97921 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 19105 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 97921 | GrossReceiptsTotal |
| Gross Revenue Total Events | 97921 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 19105 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 19105 | DirectExpenseSummaryEvents |
| Net Income Summary | 78816 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Tuition Assistance for Students | TypeOfGrant |
| Number Of Recipients | 104 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1167019 | AmountOfNonCashAssistance |
| Method Of Valuation | Fair Market Value | MethodOfValuation |
| Description Of Non Cash Assistance | Tuition only | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Tuition assistance, once awarded is diretly offset against tuition charged to the student | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mo Copeland | NamePerson |
| Base Compensation Filing Org | 191780 | BaseCompensationFilingOrg |
| Deferred Comp Filing Org | 29310 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 4720 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 225810 | TotalCompensationFilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 291811 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The School does not make its governing documents available to the public. The School provides audited financial reports to donors and grantors upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Executive Compensation Review - The Executive committee of the Board reviews compensation of key employees utilizing comparison data from other independent schools, compiled by the National Association of Independent Schools. The Executive Committee maintains minutes of their meetings, including meetings where key employee compensation is evaluated. The Executive Committee of the Board delegates to the Head, responsibility of reviewing comparison data for compensation of other key employees. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The School has Board members complete an annual questionnaire regarding potential conflicts of interest, both direct and indirect. The School's Administration know who Board members are. If a new business arrangement was proposed that involved a Board member, Administration would disclose the possible conflicts of interest to the Board's Executive Committee for evaluation and approval before entering such an arrangement. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The Board of Trustees will review the Form 990 and approve it at a Board meeting before it is filed |
| Form 990, Part VI, Line 4 | Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | The School wrote and adopted a Whistleblower Policy. See attached.The School also revised the Records Retention Policy. See attached. |
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