WATKINSON SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WATKINSON SCHOOL (EIN 06-0655136)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-10-17
- IRS object ID
- 201112939349300226
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-17T14:34:10-05:00 | 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 | WHITTLESEY & HADLEY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 147 CHARTER OAK AVENUE | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06106 | 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 | 060655136 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATKINSON SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WATK | NameControl |
| Phone | 8602365618 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 BLOOMFIELD AVENUE | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN BRACKER | Name |
| Title | HEAD OF SCHOOL | Title |
| Phone | 8602365618 | Phone |
| Date Signed | 2011-10-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD S JASON | Name |
| Phone | 8605223111 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN BRACKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 BLOOMFIELD AVE | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11629375 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WATKINSON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1881 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | CO-EDUCATIONAL SECONDARY SCHOOL | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 101 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 860144 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 744233 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8354120 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8377419 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 97652 | InvestmentIncomePriorYear |
| Investment Income Current Year | 141859 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 120172 | OtherRevenuePriorYear |
| Other Revenue Current Year | 126875 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9432088 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9390386 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1963823 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1927379 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5021532 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5195283 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 332208 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1926579 | OtherExpensePriorYear |
| Other Expenses Current Year | 2039412 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8911934 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9162074 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 520154 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 228312 | RevenuesLessExpensesCY |
| Total Assets BOY | 14949946 | TotalAssetsBOY |
| Total Assets EOY | 14775809 | TotalAssetsEOY |
| Total Liabilities BOY | 5250090 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4391972 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9699856 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10383837 | NetAssetsOrFundBalancesEOY |
| Mission Description | CO-EDUCATIONAL SECONDARY SCHOOL | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6364872 | Expense |
| Revenue | 8527822 | Revenue |
| Description | CO-EDUCATIONAL SECONDARY SCHOOL OFFERING COLLEGE PREPARATORY COURSES FOR 245 STUDENTS IN GRADES 6 THROUGH 12, INCLUDING STUDENTS IN TRANSITION TO COLLEGE | Description |
| Total Program Service Expense | 6364872 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 59 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 101 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WANDA SCHULMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8602365618 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 BLOOMFIELD AVENUE | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DAVID KLEIN | ||||||
| PRESIDENT | 3.00 | X | X | 0 | 0 | 0 |
| PETER LISI | ||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 |
| PHYLLIS SHIKORA | ||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 |
| TRACY ECCLES | ||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 |
| ELIZABETH APPELMAN | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| FRANCESCA BORGES GORDON | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| COLEMAN CASEY | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| JEFF DORNENBURG | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| BRIAN FIERSTON | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| HANK GANS | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| MIKE GOSS | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| CAROL HANLON | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| CHUCK MCLEAN-SHINAMAN | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| KASIA NOVAK | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| PETER STEVENS | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| KARL THOMAS | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| WESTLEY THOMPSON | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| PRISCILLA THORS | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| PAUL TIEGER | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| MARY HILLS POWELL | ||||||
| FACULTY REPRESENTATIVE | 3.00 | X | 43530 | 0 | 27450 | |
| ARJUN KAPUR | ||||||
| STUDENT REPRESENTATIVE | 3.00 | X | 0 | 0 | 30500 | |
| JAKE MILLER | ||||||
| STUDENT REPRESENTATIVE | 3.00 | X | 0 | 0 | 0 | |
| SHERI GAUDET | ||||||
| PARENT REPRESENTATIVE | 3.00 | X | 0 | 0 | 16000 | |
| JOHN BRACKER | ||||||
| HEADMASTER | 40.00 | X | X | 220775 | 0 | 119451 |
| WANDA SCHULMAN | ||||||
| DIRECTOR OF FINANCE | 40.00 | X | 87777 | 0 | 27450 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 352082 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 220851 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 20589 | GovernmentGrants |
| All Other Contributions | 723644 | AllOtherContributions |
| Total Contributions | 744233 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 8348708 | 8348708 |
| SUMMER SCHOOL | 611600 | 24922 | 24922 |
| SCHOOL STORE | 451211 | 3789 | 3789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8377419 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118331 | TotalRevenueColumn |
| Exclusion | $118,331 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 68381 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 68381 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68381 | TotalRevenueColumn |
| Related Or Exempt Function Income | 68381 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2262517 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2238989 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23528 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23528 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23528 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 58494 | TotalRevenueColumn |
| Related Or Exempt Function Income | 58494 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 58494 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9390386 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8527822 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $118,331 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1927379 | Total |
| Program Services | 1927379 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352082 | Total |
| Program Services | 208187 | ProgramServices |
| Management And General | 126805 | ManagementAndGeneral |
| Fundraising | 17090 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4130586 | Total |
| Program Services | 2442431 | ProgramServices |
| Management And General | 1487663 | ManagementAndGeneral |
| Fundraising | 200492 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3753 | Total |
| Program Services | 2219 | ProgramServices |
| Management And General | 1352 | ManagementAndGeneral |
| Fundraising | 182 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389796 | Total |
| Program Services | 230488 | ProgramServices |
| Management And General | 140388 | ManagementAndGeneral |
| Fundraising | 18920 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319066 | Total |
| Program Services | 188665 | ProgramServices |
| Management And General | 114914 | ManagementAndGeneral |
| Fundraising | 15487 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13265 | Total |
| Program Services | 7844 | ProgramServices |
| Management And General | 4777 | ManagementAndGeneral |
| Fundraising | 644 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32000 | Total |
| Program Services | 18922 | ProgramServices |
| Management And General | 11525 | ManagementAndGeneral |
| Fundraising | 1553 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123258 | Total |
| Program Services | 72883 | ProgramServices |
| Management And General | 44392 | ManagementAndGeneral |
| Fundraising | 5983 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408663 | Total |
| Program Services | 241644 | ProgramServices |
| Management And General | 147183 | ManagementAndGeneral |
| Fundraising | 19836 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6807 | Total |
| Program Services | 4025 | ProgramServices |
| Management And General | 2452 | ManagementAndGeneral |
| Fundraising | 330 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187984 | Total |
| Program Services | 111156 | ProgramServices |
| Management And General | 67704 | ManagementAndGeneral |
| Fundraising | 9124 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440937 | Total |
| Program Services | 260728 | ProgramServices |
| Management And General | 158807 | ManagementAndGeneral |
| Fundraising | 21402 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47532 | Total |
| Program Services | 28106 | ProgramServices |
| Management And General | 17119 | ManagementAndGeneral |
| Fundraising | 2307 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ACADEMIC | 390490 | 390490 | ||
| ADMINISTRATIVE | 197656 | 116875 | 71187 | 9594 |
| AUXILIARY | 172790 | 102171 | 62232 | 8387 |
| OTHER | 18030 | 10659 | 6494 | 877 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9162074 | Total |
| Program Services | 6364872 | ProgramServices |
| Management And General | 2464994 | ManagementAndGeneral |
| Fundraising | 332208 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1038994 | BOY |
| EOY | 667306 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199573 | BOY |
| EOY | 92788 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116454 | BOY |
| EOY | 85478 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30144 | BOY |
| EOY | 23529 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99862 | BOY |
| EOY | 112965 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13928676 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3674023 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10389144 | BOY |
| EOY | 10254653 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3075775 | BOY |
| EOY | 3539090 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14949946 | BOY |
| EOY | 14775809 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116581 | BOY |
| EOY | 86344 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1338661 | BOY |
| EOY | 1581375 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3109903 | BOY |
| EOY | 2025984 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 684945 | BOY |
| EOY | 698269 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5250090 | BOY |
| EOY | 4391972 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6783527 | BOY |
| EOY | 7222215 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 529831 | BOY |
| EOY | 749665 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2386498 | BOY |
| EOY | 2411957 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9699856 | BOY |
| EOY | 10383837 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14949946 | BOY |
| EOY | 14775809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 228312 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 455669 | ReconcilationOtherChanges |
| 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 | 3075775 | BeginningOfYearBalance |
| Contributions | 25459 | Contributions |
| Investment Earnings Or Losses | 586251 | InvestmentEarningsOrLosses |
| Other Expenditures | 148395 | OtherExpenditures |
| End Of Year Balance | 3539090 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2663746 | BeginningOfYearBalance |
| Contributions | 64540 | Contributions |
| Investment Earnings Or Losses | 347489 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3075775 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3020598 | BeginningOfYearBalance |
| Contributions | 101370 | Contributions |
| Investment Earnings Or Losses | -426441 | InvestmentEarningsOrLosses |
| Other Expenditures | 31781 | OtherExpenditures |
| End Of Year Balance | 2663746 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.32000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.68000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12564678 | OtherCostOrOtherBasis |
| Depreciation | 2859466 | Depreciation |
| Book Value | 9705212 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1363998 | OtherCostOrOtherBasis |
| Depreciation | 814557 | Depreciation |
| Book Value | 549441 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10254653 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED SALARIES AND BENEFITS | Description |
| Amount | $698,269 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 698269 | TotalOfAmounts |
| Total Revenue | 9390386 | TotalRevenue |
| Total Expenses | 9162074 | TotalExpenses |
| Excess Or Deficit For Year | 228312 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 455669 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 455669 | TotalAdjustments |
| Excess Or Deficit Per FS | 683981 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7918676 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 455669 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 455669 | RevenueNotRptdF990 |
| Revenue Subtotal | 7463007 | RevenueSubtotal |
| Other Revenues Not Included | 1927379 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1927379 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9390386 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7234695 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7234695 | ExpensesSubtotal |
| Other Expenses Not Included | 1927379 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1927379 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9162074 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 40 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING CERTAIN PROVISIONS OF ASC 740, INCOME TAXES. USING THIS GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2011 AND 2010, THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN IN ITS TAX RETURNS. CURRENTLY, THE SCHOOLS FEDERAL INFORMATIONAL RETURNS FOR FISCAL YEARS 2007-2009 REMAIN OPEN TO INSPECTION BY THE IRS. THE FOUNDATIONS 2010 FEDERAL INFORMATION RETURN IS TO BE FILED IN 2011. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 1,927,379. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 1,927,379. |
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 | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | ALL APPLICANTS ARE GIVEN AN APPLICATION WHICH FULLY DESCRIBES THE SCHOOL'S NONDISCIMINATORY POLICES |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | NO CHILD LEFT BEHIND PROVIDED $43,178 FOR PROFESIONAL DEVELOPMENT, COMPUTER EQUIPMENT, STUDENT PROGRAMS, AND SUPPLIES. |
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 | 96 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1910249 | AmountOfNonCashAssistance |
| Method Of Valuation | FAIR MARKET VALUE | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION RELATED FINANCIAL AID | DescriptionOfNonCashAssistance |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | 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 | JOHN BRACKER | NamePerson |
| Base Compensation Filing Org | 220775 | 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 | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 119451 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 340226 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (5 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| WANDA SCHULMAN | OFFICER - DIRECTOR OF FINANCE AND OPERATIONS | 27450 | TUITION REMISSION FOR HER CHILD |
| JOHN BRACKER | OFFICER - HEADMASTER | 62200 | TUITION REMISSIONS FOR HIS CHILDREN |
| MARY HILL POWELL | BOARD MEMBER - FACULTY REPRESENTATIVE | 27450 | TUITION REMISSION FOR HER CHILD |
| ARJUN KAPUR | BOARD MEMBER - STUDENT REPRESENTATIVE | 30500 | TUITION REMISSION FOR HIMSELF |
| SHERI GAUDET | BOARD MEMBER - PARENT REPRESENTATIVE | 16000 | TUITION REMISSION FOR HER CHILD |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PROFESSIONAL DEVELOPMENT | 1 | 11383 | FMV |
| X | COMPUTER EQUIPMENT/SOFTWARE | 1 | 22780 | FMV |
| X | STUDENT PROGRAMS | 1 | 2380 | FMV |
| X | SUPPLIES | 1 | 6635 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE AND EXECUTIVE COMMITTEES OF THE BOARD OF TRUSTEES REVIEWS THE COMPLETE 990 BEFORE IT IS FILED. THE FULL BOARD OF TRUSTEES REVIEWS THE DOCUMENT WITHOUT SCHEDULE B BEFORE IT IS FILED. | |
| THE ORGANIZATION MONITORS CONFLICTS OF INTEREST ANNUALLY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE SCHOOL HAS A COMPENSATION COMMITTEE AND ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT. | FORM 990, PART VI, SECTION B, LINE 15A | |
| UPON REQUEST | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 455,669. | FORM 990, PART XI, LINE 5: |
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