THE BRANSON SCHOOL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE BRANSON SCHOOL (EIN 94-0338330)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201111339349303661
- 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 K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T15:40:50-05:00 | 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 | Armanino McKenna LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12667 Alcosta Boulevard Suite 500 | AddressLine1 |
| City | San Ramon | City |
| State | CA | State |
| ZIP Code | 945834427 | 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 | 940338330 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Branson School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRAN | NameControl |
| Phone | 4154543612 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 887 | AddressLine1 |
| City | Ross | City |
| State | CA | State |
| ZIP Code | 94957 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | andrew pauley | Name |
| Title | DIR FINANCE & OPERATIONS | Title |
| Phone | 4154543612 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bruce Coblentz | Name |
| Phone | 9257902600 | 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 | THOMAS W PRICE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 887 | AddressLine1 |
| City | Ross | City |
| State | CA | State |
| ZIP Code | 94957 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28684611 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.branson.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE A QUALITY EDUCATION TO STUDENTS GRADES 9 THROUGH 12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 136 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | -24395 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -24801 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4333915 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3916068 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10386534 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10720298 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3869679 | InvestmentIncomePriorYear |
| Investment Income Current Year | 814548 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 171522 | OtherRevenuePriorYear |
| Other Revenue Current Year | 102362 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18761650 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15553276 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1357415 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1473200 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7896632 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7853655 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 782896 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4411360 | OtherExpensePriorYear |
| Other Expenses Current Year | 4772588 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13665407 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14099443 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5096243 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1453833 | RevenuesLessExpensesCY |
| Total Assets BOY | 64524403 | TotalAssetsBOY |
| Total Assets EOY | 66016639 | TotalAssetsEOY |
| Total Liabilities BOY | 33075018 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 33229705 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31449385 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32786934 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Branson School maintains and conducts a secondary school for girls and boys in which they are provided with such instruction and education that shall be adequate for the preparation of students for admission to universities and colleges of the highest attainment. The Branson School encourages students to think critically, communicate clearly, develop their individual talents and interests, and pursue a life-long passion for learning. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9916183 | Expense |
| Grants | 1473200 | Grants |
| Revenue | 10720298 | Revenue |
| Description | THE SCHOOL PROVIDES A CO-EDUCATIONAL, NON-DENOMINATIONAL, COLLEGE PREPARATORY SCHOOL EDUCATION TO STUDENTS. | Description |
| Total Program Service Expense | 9916183 | 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 |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 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 | 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 | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 67 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 136 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | 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 | 0 | 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 | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW PAULEY DIR OF FIN & OPER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4154543612 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 887 | AddressLine1 |
| City | Ross | City |
| State | CA | State |
| ZIP Code | 94957 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| SONYA COTERO ARRIOLA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARLENE BATES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES BUIE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LORI BYER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARITA DALY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHELLE DOUGLAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATE DUHAMEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELLEN FAIR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DARLA FLANAGAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID GOLDEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| P JOSEPH GRASSO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REBECCA HOUSER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAMON KERBY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| AVID MODJTABAI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LIEBE PATTERSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALBERT RICHARDS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| AMY ROSS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL SOLOMON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATIE VOGELHEIM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS W PRICE | |||||||
| HEAD OF SCHOOL | 40.00 | 363649 | 0 | 92790 | X | ||
| WAYNE TAYLOR thru 83109 | |||||||
| BUSINESS MANAGER | 40.00 | 157051 | 0 | 13064 | X | ||
| ANDREW PAULEY | |||||||
| DIR. FINANCE & OPERATIONS | 40.00 | 69212 | 0 | 7842 | X | ||
| JIHAD MIRZA | |||||||
| DIR. DEVEL, COMMUN, TECH | 40.00 | 176203 | 0 | 35591 | X | ||
| KAREN WHITAKER | |||||||
| ACADEMIC DEAN | 40.00 | 115962 | 0 | 13209 | X | ||
| KATHY SOAVE | |||||||
| SCIENCE CHAIR/TEACHER | 40.00 | 114553 | 0 | 15133 | X | ||
| DENNIS SHANNON | |||||||
| CLASS DEAN/history TEACHER | 40.00 | 114204 | 0 | 12052 | X | ||
| STEVE HEnRIKSON | |||||||
| HISTORY CHAIR/TEACH | 40.00 | 109630 | 0 | 13242 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1220464 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 202923 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | 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 |
|---|---|---|---|---|---|
| HERRERO CONTRACTORS INC | |||||
| 2100 OAKDALE AVENUE | SAN FRANCISCO | CA | 94124 | CONSTRUCTION | 8294464 |
| GEORGE'S LANDSCAPING INC | |||||
| 1194 EAGLE DRIVE | WINDSOR | CA | 95492 | LANDSCAPING SERVICES | 674820 |
| EDEN ROC CONSTRUCTION | |||||
| PO BOX 7003 | CORTE MADERA | CA | 94976 | CONSTRUCTION | 512922 |
| MARIN IT INC | |||||
| 4 MITCHELL BLVD | SAN RAFAEL | CA | 94903 | INFORMATION TECHNOLOGY SERVICES | 336611 |
| CHARTWELLS | |||||
| FILE 50196 | LOS ANGELES | CA | 90074 | FOOD SERVICE | 327043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Fundraising Events | 71326 | FundraisingEvents |
| All Other Contributions | 3844742 | AllOtherContributions |
| Noncash Contributions | 552198 | NoncashContributions |
| Total Contributions | 3916068 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| tuition and fees | 611600 | 10615464 | 10615464 |
| special programs | 611600 | 52864 | 52864 |
| summer programs | 611600 | 51970 | 51970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10720298 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 570482 | TotalRevenueColumn |
| Unrelated Business Revenue | -24395 | UnrelatedBusinessRevenue |
| Exclusion | $594,877 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 89477 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 48179 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 41298 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41298 | TotalRevenueColumn |
| Exclusion | $41,298 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13270787 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13026721 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 244066 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 244066 | TotalRevenueColumn |
| Exclusion | $244,066 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 74238 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 71326 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 56435 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17803 | TotalRevenueColumn |
| Exclusion | $17,803 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | miscellaneous income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 43261 | TotalRevenueColumn |
| Exclusion | $43,261 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 43261 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15553276 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10720298 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -24395 | UnrelatedBusinessRevenue |
| Exclusion | $941,305 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1473200 | Total |
| Program Services | 1473200 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 575559 | Total |
| Program Services | 98607 | ProgramServices |
| Management And General | 378344 | ManagementAndGeneral |
| Fundraising | 98608 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5650203 | Total |
| Program Services | 3949452 | ProgramServices |
| Management And General | 1355103 | ManagementAndGeneral |
| Fundraising | 345648 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335796 | Total |
| Program Services | 218267 | ProgramServices |
| Management And General | 97496 | ManagementAndGeneral |
| Fundraising | 20033 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 777909 | Total |
| Program Services | 492876 | ProgramServices |
| Management And General | 244553 | ManagementAndGeneral |
| Fundraising | 40480 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 514188 | Total |
| Program Services | 294747 | ProgramServices |
| Management And General | 185455 | ManagementAndGeneral |
| Fundraising | 33986 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3783 | Total |
| Management And General | 3783 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42500 | Total |
| Management And General | 42500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300643 | Total |
| Program Services | 121042 | ProgramServices |
| Management And General | 65176 | ManagementAndGeneral |
| Fundraising | 114425 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81993 | Total |
| Management And General | 9332 | ManagementAndGeneral |
| Fundraising | 72661 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274762 | Total |
| Program Services | 221926 | ProgramServices |
| Management And General | 41496 | ManagementAndGeneral |
| Fundraising | 11340 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273216 | Total |
| Program Services | 218573 | ProgramServices |
| Management And General | 54643 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 937350 | Total |
| Program Services | 504089 | ProgramServices |
| Management And General | 433261 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30193 | Total |
| Program Services | 9777 | ProgramServices |
| Management And General | 5265 | ManagementAndGeneral |
| Fundraising | 15151 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153256 | Total |
| Program Services | 93446 | ProgramServices |
| Management And General | 50317 | ManagementAndGeneral |
| Fundraising | 9493 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 853098 | Total |
| Program Services | 767788 | ProgramServices |
| Management And General | 85310 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 834970 | Total |
| Program Services | 596695 | ProgramServices |
| Management And General | 238275 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29898 | Total |
| Management And General | 29898 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER EXPENSES | 541084 | 441106 | 78907 | 21071 |
| ATHLETIC PROGRAM | 219052 | 219052 | ||
| FINANCIAL AID RELATED E | 173540 | 173540 | ||
| BAD DEBT EXPENSE | 23250 | 22000 | 1250 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14099443 | Total |
| Program Services | 9916183 | ProgramServices |
| Management And General | 3400364 | ManagementAndGeneral |
| Fundraising | 782896 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 730 | BOY |
| EOY | 1606522 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15178983 | BOY |
| EOY | 8179534 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5245519 | BOY |
| EOY | 2793848 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1154043 | BOY |
| EOY | 1433012 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 356286 | BOY |
| EOY | 206475 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 37005228 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12672694 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18455753 | BOY |
| EOY | 24332534 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14526306 | BOY |
| EOY | 22792214 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7322676 | BOY |
| EOY | 2133715 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2284107 | BOY |
| EOY | 2538785 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64524403 | BOY |
| EOY | 66016639 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2594135 | BOY |
| EOY | 927485 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6950398 | BOY |
| EOY | 7873695 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22500000 | BOY |
| EOY | 22500000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56300 | BOY |
| EOY | 35524 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 974185 | BOY |
| EOY | 1893001 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33075018 | BOY |
| EOY | 33229705 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5617404 | BOY |
| EOY | 4929452 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13971193 | BOY |
| EOY | 14579807 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11860788 | BOY |
| EOY | 13277675 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31449385 | BOY |
| EOY | 32786934 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64524403 | BOY |
| EOY | 66016639 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 12422889 | BeginningOfYearBalance |
| Contributions | 1416887 | Contributions |
| Investment Earnings Or Losses | 1454378 | InvestmentEarningsOrLosses |
| Other Expenditures | 1153167 | OtherExpenditures |
| End Of Year Balance | 14140987 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14906152 | BeginningOfYearBalance |
| Contributions | 1190028 | Contributions |
| Investment Earnings Or Losses | -3105392 | InvestmentEarningsOrLosses |
| Other Expenditures | 567899 | OtherExpenditures |
| End Of Year Balance | 12422889 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93890 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06110 | 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 | 133389 | OtherCostOrOtherBasis |
| Book Value | 133389 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33512240 | OtherCostOrOtherBasis |
| Depreciation | 10272479 | Depreciation |
| Book Value | 23239761 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3334536 | OtherCostOrOtherBasis |
| Depreciation | 2400215 | Depreciation |
| Book Value | 934321 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25063 | OtherCostOrOtherBasis |
| Book Value | 25063 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 24332534 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RATE SWAP | Description |
| Amount | $1,893,001 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1893001 | TotalOfAmounts |
| Total Revenue | 15553276 | TotalRevenue |
| Total Expenses | 14099443 | TotalExpenses |
| Excess Or Deficit For Year | 1453833 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -116284 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -116284 | TotalAdjustments |
| Excess Or Deficit Per FS | 1337549 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14068406 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -116284 | NetUnrealizedGainsInvestments |
| Other Revenues | 104614 | OtherRevenues |
| Revenue Not Rptd F990 | -11670 | RevenueNotRptdF990 |
| Revenue Subtotal | 14080076 | RevenueSubtotal |
| Other Revenues Not Included | 1473200 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1473200 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15553276 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12730857 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 104614 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 104614 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12626243 | ExpensesSubtotal |
| Other Expenses Not Included | 1473200 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1473200 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14099443 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | THE BRANSON SCHOOL ENDOWMENT FUNDS ARE PRIMARILY USED TO SUPPORT THE GENERAL OPERATIONS OF THE SCHOOL, INCLUDING FINANCIAL AID SUPPORT. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2010, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| Part XII, Line 2d - Other Adjustments: | special event expenseS INCLUDED IN REVENUE: 56435. RENTAL EXPENSES INCLUDED IN REVENUE: 48179. | |
| Part XII, Line 4b - Other Adjustments: | TUITION ASSISTANCE/SCHOLARSHIPS: 1473200. | |
| Part XIII, Line 2d - Other Adjustments: | special event expenseS INCLUDED IN REVENUE: 56435. RENTAL EXPENSES INCLUDED IN REVENUE: 48179. | |
| Part XIII, Line 4b - Other Adjustments: | TUITION ASSISTANCE/SCHOLARSHIPS: 1473200. |
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 |
| Pub Via Broadcast Media Expln | Along with other schools, The Branson School has publicized its non-discrimination policy in the San Francisco Chronicle under "Public Notices (Non-Government)". | PubViaBroadcastMediaExpln |
| 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 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ALL THAT JAZZ | NameOfEvent1 |
| Gross Receipts Event1 | 145564 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 71326 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 74238 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 5495 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 29732 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 875 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 20333 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 145564 | GrossReceiptsTotal |
| Charitable Contributions Total | 71326 | CharitableContributionsTotal |
| Gross Revenue Total Events | 74238 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 5495 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 29732 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 875 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 20333 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 56435 | DirectExpenseSummaryEvents |
| Net Income Summary | 17803 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | TUITION ASSISTANCE | TypeOfGrant |
| Number Of Recipients | 62 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1473200 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION ASSISTANCE FOR STUDENTS ATTENDING THE BRANSON SCHOOL. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: FINANCIAL AID IS AVAILABLE EXCLUSIVELY FOR STUDENTS ENROLLED AT THE BRANSON SCHOOL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS W PRICE | |||||||||||||
| 308493 | 0 | 0 | 0 | 55156 | 0 | 12250 | 0 | 80540 | 0 | 456439 | 0 | 0 | 0 |
| WAYNE TAYLOR (thru 83109) | |||||||||||||
| 107022 | 0 | 0 | 0 | 50029 | 0 | 8615 | 0 | 4449 | 0 | 170115 | 0 | 0 | 0 |
| JIHAD MIRZA | |||||||||||||
| 175762 | 0 | 0 | 0 | 441 | 0 | 9788 | 0 | 25803 | 0 | 211794 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | The school provides on-campus housing to the head of school. The value of this benefit has been included in Part VII of Form 990 and Schedule J in non-taxable benefits. The school continues to take the position that the facts support exclusion from taxable income. The Head of School's 2009/2010 contract included an $18,000 "discretionary fund" that the Head could use for childcare, personal travel, health club dues, etc. The entire $18,000 was reported as taxable income on the Head of School's W-2. He used some of this money for Health Club fees. Some for personal travel. The rest for childcare. The Board of Trustees decided to take this "discretionary fund" out of his 2010/2011 contract. The Head's contract also includes a cleaning stipend for the residence that the School provides him. The contract indicates that because the Head will be required to periodically use this residence to host school functions/events, the school will pay a cleaning service to keep the house clean. This amount paid directly to a cleaning service is not reflected as taxable income on the Head's W-2. |
| Part I, Line 4a | Wayne Taylor received a SERP distribution payment of $49,358.41 when he retired in August 2009. This amount was reflected as taxable income on Wayne's 2009 Form W-2. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABAG FINANCE AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS SERIES 2008 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 943130123 | IssuerEIN |
| CUSIP Number | 00037CNF3 | CUSIPNumber |
| Date Issued | 2008-08-01 | DateIssued |
| Issue Price | 22500000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION & ACQUISITION OF EDUCATIONAL FACILITIES | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 23008990 | TotalProceeds |
| Amount Unspent | 1545299 | AmountUnspent |
| Issuance Costs From Proceeds | 353203 | IssuanceCostsFromProceeds |
| Capital Expenditures | 21110488 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 1 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | aegon institutional | BusinessNameLine1 |
| Business Name Line2 | markets | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 18.000000000000 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | 1 | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 18 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 552198 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | 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 (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The entire governing board was provided a copy of Form 990 prior to filing that included all schedules. However, for privacy reasons, donor names and addresses were excluded from Schedule B. |
| Form 990, Part VI, Section B, line 12c | Each board member is asked to sign the conflict of interest policy at the start of each school year. The disclosure statements are returned to the secretary of the board of trustees and any issues are discussed at the board level. |
| Form 990, Part VI, Section B, line 15 | The Head of School's compensation package is determined exclusively by the Board of Trustees. A compensation Committee of the Board of Trustees reviews Form 990s filed by comparable schools. A written employment contract is signed by the Board President and the Head of School. The Head of School is responsible for determining compensation and benefits for key employees of the School. A survey of compensation and benefits conducted by ISBOA, and organization of schools in the Bay Area, is used as a benchmark. |
| Form 990, Part VI, Section C, line 19 | As per IRS regulations, copies are made available upon request of the three most recent Forms 990 and 990-T. Other documents in which there is no legal requirement for disclosure are disclosed on a case-by-case basis. |
| Form 990, Part XI, Line 2c: | This process has not changed from prior year. |
| SCHEDULE K, PART IV ARBITRAGE, LINE 6: EXCEPTION TO REBATE - THE BRANSON SCHOOL IS IN THE PROCESS OF DETERMINING WHETHER OR NOT THE SCHOOL QUALIFIES FOR AN EXCEPTION TO REBATE. THE SCHOOL IS WORKING WITH LEGAL COUNSEL TO BE SURE THAT FILING REQUIREMENTS ARE MADE ON A TIMELY BASIS AND THAT COMPLIANCE ISSUES HAVE BEEN IDENTIFIED AND REVIEWED. AT JUNE 30, 2010, THERE WERE ELIGIBLE REIMBURSABLE EXPENDITURES THAT WERE NOT YET REIMBURSED FROM BOND PROCEEDS. |