STEWARD SCHOOL CORPORATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- STEWARD SCHOOL CORPORATION (EIN 54-0914765)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201131369349302358
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T10:00:18-05:00 | 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 | CHERRY BEKAERT & HOLLAND LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH 10TH STREET SUITE 900 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23219 | 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 | 540914765 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEWARD SCHOOL CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEW | NameControl |
| Phone | 8047403394 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 GAYTON ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23238 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA S DWELLE | Name |
| Title | DIR OF FINANCE & OPERATIONS | Title |
| Phone | 8047403394 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Denison | Name |
| Phone | 8046734224 | Phone |
| Date Prepared | 2011-05-13 | DatePrepared |
| 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 | LISA S DWELLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 GAYTON ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23238 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14268828 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.STEWARDSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | THE STEWARD SCHOOL'S MISSION IS TO PREPARE EACH CHILD FOR COLLEGE AND FOR LIFE. OUR CORE CHARACTER VALUES ARE HONOR, RESPONSIBILITY, AND ACHIEVEMENT, BALANCED BY CARING AND RESPECT FOR ONE'S SELF AND FOR OTHERS. STEWARD IS COMMITTED TO SMALL CLASSES AND SMALL OVERALL SIZE, WHICH ALLOW FOR DISCOVERY AND DEVELOPMENT OF EACH STUDENT'S UNIQUE TALENTS AND PASSIONS, WHILE PROVIDING MORE OPPORTUNITIES FOR INDIVIDUAL PARTICIPATION. WE BELIEVE AN ENVIRONMENT WITH A DIVERSITY OF TALENTS, ABILITIES, CULTURES AND BACKGROUNDS PROVIDE THE RICHEST AND MOST FULLY ROUNDED EDUCATIONAL EXPERIENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 246 | TotalNbrEmployees |
| Total Nbr Volunteers | 425 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5011222 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2670957 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10924570 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11169665 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 50581 | InvestmentIncomePriorYear |
| Investment Income Current Year | 15444 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 310993 | OtherRevenuePriorYear |
| Other Revenue Current Year | 337605 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16297366 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14193671 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1140910 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1361100 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7301414 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7173706 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 376684 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5044562 | OtherExpensePriorYear |
| Other Expenses Current Year | 4545486 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13486886 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13080292 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2810480 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1113379 | RevenuesLessExpensesCY |
| Total Assets BOY | 33191119 | TotalAssetsBOY |
| Total Assets EOY | 34287881 | TotalAssetsEOY |
| Total Liabilities BOY | 10586853 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10585675 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22604266 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23702206 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE STEWARD SCHOOL'S MISSION IS TO PREPARE EACH CHILD FOR COLLEGE AND FOR LIFE. OUR CORE CHARACTER VALUES ARE HONOR, RESPONSIBILITY, AND ACHIEVEMENT, BALANCED BY CARING AND RESPECT FOR ONE'S SELF AND FOR OTHERS. STEWARD IS COMMITTED TO SMALL CLASSES AND SMALL OVERALL SIZE, WHICH ALLOW FOR DISCOVERY AND DEVELOPMENT OF EACH STUDENT'S UNIQUE TALENTS AND PASSIONS, WHILE PROVIDING MORE OPPORTUNITIES FOR INDIVIDUAL PARTICIPATION. WE BELIEVE AN ENVIRONMENT WITH A DIVERSITY OF TALENTS, ABILITIES, CULTURES AND BACKGROUNDS PROVIDE THE RICHEST AND MOST FULLY ROUNDED EDUCATIONAL EXPERIENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10147303 | Expense |
| Grants | 1361100 | Grants |
| Revenue | 11373283 | Revenue |
| Description | PROVIDES FORMAL INSTRUCTION FOR GRADES K THROUGH 12 AND MAINTAINS A REGULAR FACULTY & CURRICULUM. ENROLLMENT IS APPROXIMATELY 600. | Description |
| Total Program Service Expense | 10147303 | 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 | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 42 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 246 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 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 | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS LISA DWELLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8047403394 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 GAYTON ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23238 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ROBERT F BROOKS | ||||||
| CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 |
| DONALD F DELANEY JR | ||||||
| VICE CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 |
| FERDINAND BARUCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARTIN L BRILL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DANIEL A CALDWELL | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| MARION S CHENAULT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARTHA P FINK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LARRY W FRENCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE C HENDERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARY D LECLAIR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| EUGENE P MCKEOWN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WALTER O'BRIEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENNIS A PRYOR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FAISAL S QURESHI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT Q RHODES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN B SCOTT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONALD E STEEBER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRIAN L THARP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM R WADDELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HENRY L WILTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LOUISE V WILTSHIRE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANNE C WOODFIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SARA MONTGOMERY | ||||||
| ASSISTANT SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| KENNETH H SEWARD | ||||||
| HEADMASTER/ PRESIDENT | 40.00 | X | 172530 | 0 | 6368 | |
| LISA S DWELLE | ||||||
| DIRECTOR OF FINANCE/ TREASURER | 40.00 | X | 94890 | 0 | 3640 | |
| ANN CAROL MARCHANT | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 267420 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 10008 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TAYLOR & PARISH INC | |||||
| 710 PERRY STREET | RICHMOND | VA | 23224 | GENERAL CONTRACTOR | 423990 |
| FG PRUITT INC | |||||
| 2415 GRENOBLE ROAD | HENRICO | VA | 23294 | GENERAL CONTRACTOR | 406239 |
| MERIWETHER-GODSEY | |||||
| 4944 OLD BOONSBORO ROAD | LYNCHBURG | VA | 24503 | LUNCH PROGRAM AND CATERING | 400514 |
| LEE HARTMAN & SONS | |||||
| PO BOX 13365 | ROANOKE | VA | 24033 | IT CONTRACTOR | 241535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Federated Campaigns | 514437 | FederatedCampaigns |
| Fundraising Events | 40750 | FundraisingEvents |
| Related Organizations | 2115770 | RelatedOrganizations |
| Total Contributions | 2670957 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT TUITIONS | 611600 | 10257794 | 10257794 |
| STUDENT FEES | 611600 | 911871 | 911871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11169665 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15444 | TotalRevenueColumn |
| Exclusion | $15,444 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 38309 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 38309 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38309 | TotalRevenueColumn |
| Exclusion | $38,309 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 170835 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 40750 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 75157 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 95678 | TotalRevenueColumn |
| Exclusion | $95,678 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SUMMER SKILLS PROGRAM | 611710 | 92213 | 92213 |
| SCHOOL STORE | 611710 | 47478 | 47478 |
| OTHER | 611710 | 27153 | 27153 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36774 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36774 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 203618 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14193671 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11373283 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $149,431 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1361100 | Total |
| Program Services | 1361100 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274000 | Total |
| Program Services | 90000 | ProgramServices |
| Management And General | 161500 | ManagementAndGeneral |
| Fundraising | 22500 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5792160 | Total |
| Program Services | 4363430 | ProgramServices |
| Management And General | 1219865 | ManagementAndGeneral |
| Fundraising | 208865 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102916 | Total |
| Program Services | 80274 | ProgramServices |
| Management And General | 19554 | ManagementAndGeneral |
| Fundraising | 3088 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 552370 | Total |
| Program Services | 430849 | ProgramServices |
| Management And General | 104950 | ManagementAndGeneral |
| Fundraising | 16571 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 452260 | Total |
| Program Services | 352763 | ProgramServices |
| Management And General | 85929 | ManagementAndGeneral |
| Fundraising | 13568 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49230 | Total |
| Management And General | 49230 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63599 | Total |
| Fundraising | 63599 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 801844 | Total |
| Program Services | 698340 | ProgramServices |
| Management And General | 103504 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19004 | Total |
| Program Services | 947 | ProgramServices |
| Management And General | 18057 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66021 | Total |
| Program Services | 49939 | ProgramServices |
| Management And General | 16082 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133359 | Total |
| Program Services | 116145 | ProgramServices |
| Management And General | 17214 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1651535 | Total |
| Program Services | 1444674 | ProgramServices |
| Management And General | 206861 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT SUPPORT SERVICE | 484497 | 484497 | ||
| INSTRUCTIONAL EXPENSE | 288743 | 288743 | ||
| MARKETING | 140009 | 26981 | 70005 | 43023 |
| GENERAL OFFICE EXPENSE | 126528 | 126528 | ||
| EQUIPMENT RENTAL & MAIN | 119492 | 71695 | 47797 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 601625 | Total |
| Program Services | 286926 | ProgramServices |
| Management And General | 309229 | ManagementAndGeneral |
| Fundraising | 5470 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13080292 | Total |
| Program Services | 10147303 | ProgramServices |
| Management And General | 2556305 | ManagementAndGeneral |
| Fundraising | 376684 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1886010 | BOY |
| EOY | 1519207 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9765 | BOY |
| EOY | 17486 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42457 | BOY |
| EOY | 101485 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42823 | BOY |
| EOY | 49299 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118813 | BOY |
| EOY | 82747 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44483405 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14992095 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28936974 | BOY |
| EOY | 29491310 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 889732 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2154277 | BOY |
| EOY | 2136615 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33191119 | BOY |
| EOY | 34287881 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1177416 | BOY |
| EOY | 1388215 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1860030 | BOY |
| EOY | 1681461 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7235000 | BOY |
| EOY | 7235000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3358 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 311049 | BOY |
| EOY | 280999 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10586853 | BOY |
| EOY | 10585675 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22588066 | BOY |
| EOY | 23645267 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16200 | BOY |
| EOY | 56939 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22604266 | BOY |
| EOY | 23702206 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33191119 | BOY |
| EOY | 34287881 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 181041 | OtherCostOrOtherBasis |
| Book Value | 181041 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35078223 | OtherCostOrOtherBasis |
| Depreciation | 9461787 | Depreciation |
| Book Value | 25616436 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5890311 | OtherCostOrOtherBasis |
| Depreciation | 3924056 | Depreciation |
| Book Value | 1966255 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3333830 | OtherCostOrOtherBasis |
| Depreciation | 1606252 | Depreciation |
| Book Value | 1727578 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 29491310 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOND ISSUANCE COSTS | 111998 |
| DUE FROM FOUNDATION | 2024617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2136615 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR OTHERS | $74,987 |
| INTEREST RATE SWAP | $144,208 |
| CAPITAL LEASE OBLIGATION | $61,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 280999 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part X: | Identifier |
| Return Reference | Description of Uncertain Tax Positions Under FIN 48: | ReturnReference |
| Explanation | THE STEWARD SCHOOL QUALIFIES FOR EXEMPTION FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). SIMILAR EXEMPTIONS HAVE BEEN GRANTED FROM STATE INCOME TAXES. THE SCHOOL'S POLICY IS TO RECORD A LIABILITY FOR UNRECOGNIZED TAX BENEFITS, AND ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT A TAX POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS OR RELATED INTEREST AND PENALTIES AT JUNE 30, 2010 AND, ACCORDINGLY, NO LIABILITY IS ACCRUED. | Explanation |
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 | THE NONDISCRIMINATION POLICY IS STATED IN ALL PUBLISHED ADVERTISEMENTS. | 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 | SPARTAFEST | NameOfEvent1 |
| Gross Receipts Event1 | 25032 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 25032 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 562 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 6379 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 9933 | OtherDirectExpensesEvent1 |
| Name Of Event2 | AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 141957 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 22880 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 119077 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 14923 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 21377 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 44596 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 17870 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 26726 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 14978 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 7005 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 211585 | GrossReceiptsTotal |
| Charitable Contributions Total | 40750 | CharitableContributionsTotal |
| Gross Revenue Total Events | 170835 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 562 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 36280 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 38315 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 75157 | DirectExpenseSummaryEvents |
| Net Income Summary | 95678 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| FINANCIAL AID | 86 | 732545 | 0 | N/A |
| TUITION REMISSION | 40 | 610829 | 0 | N/A |
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: THE SCHOOL REQUESTS A TRANSFER FROM THE FOUNDATION AND PROVIDES SUFFICIENT DOCUMENTATION TO SUPPORT THE REQUEST IN THE CASE OF CAPITAL TRANSFERS. FOR ANNUAL CONTRIBUTION, THE TRANSFER IS APPROVED BY THE BOARD. THE FOUNDATION REVIEWS THE REQUEST AND MAKES APPROPRIATE TRANSFER. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH H SEWARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 172530 | 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 | 6368 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 178898 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | THIS ONLY APPLIES TO THE HEADMASTER. NONE OF THIS WAS TAXABLE COMPENSATION. ON SEVERAL OCCASIONS THE HEADMASTER WAS ACCOMPANIED BY HIS WIFE ON BUSINESS TRIPS. THE DISCRETIONARY SPENDING ACCOUNT IS NOT FOR PERSONAL USE, BUT FOR UNBUDGETED SCHOOL ITEMS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC DEVELOPMENT AUTHORITY OF HENRICO COUNTY VA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 541197472 | IssuerEIN |
| CUSIP Number | 42605PBA2 | CUSIPNumber |
| Date Issued | 2003-07-01 | DateIssued |
| Issue Price | 9300000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 9300000 | TotalProceeds |
| Issuance Costs From Proceeds | 247318 | IssuanceCostsFromProceeds |
| Capital Expenditures | 9052682 | CapitalExpenditures |
| Year Of Subst Completion | 2003 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
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 | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BB&T | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 7.000000000000 | TermOfHedge |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (3 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Type Of AssistanceTypeOfAssistance |
|---|---|---|
| FAISAL QURESHI | HE IS A TRUSTEE OF THE ORGANIZATION. | SEE SCH. O. Amount $ 6300. |
| KENNETH H SEWARD | HE IS THE HEADMASTER. | SEE SCH. O. Amount $ 25000. |
| LISA S DWELLE | SHE IS THE DIRECTOR OF FINANCE. | SEE SCH. O. Amount $ 25000. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE MAJORITY OF THE 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. |
| Form 990, Part VI, Section B, line 12c | THE SCHOOL REQUIRES ANNUAL DISCLOSURE STATEMENTS FROM ALL TRUSTEES. IF THERE IS A CONFLICT, PARTY IN INTEREST WILL NOT VOTE. IF CONFLICT ARISES DURING THE YEAR, DISCLOSURE IS MADE. |
| Form 990, Part VI, Section B, line 15 | THE HEADMASTER'S COMPENSATION IS DETERMINED BY A COMMITTEE WHICH INCLUDES THE CHAIR, VICE CHAIR OF THE BOARD AND THE FINANCE COMMITTEE CHAIR. THE COMMITTEE REVIEWS NAIS AND VAIS COMPARATIVE DATA IN SETTING HIS COMPENSATION. HIS COMPENSATION IS THEN DOCUMENTED IN AN ANNUAL LETTER. |
| Form 990, Part VI, Section C, line 19 | THE SCHOOL DOES NOT PROVIDE PUBLIC ACCESS TO ITS GOVERNING DOCUMENTS. THE SCHOOL DOES ALLOW PUBLIC ACCESS TO ITS 990 UPON REQUEST. |
| FORM 990, PART XI, LINE 2C | There is an Audit Committee that selects the auditors. The Audit Committee meets with the auditors prior to the start of the audit to discuss scope and timing. The Audit Committee meets with the auditors at the completion of the audit to review the draft financial statements and required communications. |
| SCHEDULE L, PART III GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS (A) NAME OF PERSON: FAISAL QURESHI (C) TYPE OF ASSISTANCE: FAISAL QURESHI, TRUSTEE, RECEIVES FINANCIAL AID. THE PROCESS FOR AWARDING THIS ASSISTANCE IS THE SAME FOR ALL PARENTS OF STUDENTS. MR. QURESHI HAD TO SUBMIT AN APPLICATION FOR ASSISTANCE. THE APPLICATION WAS REVIEWED AND FUNDS AWARDED BASED ON ESTABLISHED CRITERIA FOLLOWED BY THE FINANCIAL AID COMMITTEE. (A) NAME OF PERSON: KENNETH SEWARD (C) TYPE OF ASSISTANCE: REMISSION IS A BENEFIT FOR ALL FACULTY, STAFF AND ADMINISTRATION. MR. SEWARD IS GIVEN REMISSION FOR HIS CHILDREN BASED ON THE SAME CRITERIA AS ALL EMPLOYEES. (A) NAME OF PERSON: LISA DWELLE (B) TYPE OF ASSISTANCE: REMISSION IS A BENEFIT FOR ALL FACULTY, STAFF AND ADMINISTRATION. MS. DWELLE IS GIVEN REMISSION FOR HER CHILDREN BASED ON THE SAME CRITERIA AS ALL EMPLOYEES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEWARD SCHOOL FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 GAYTON ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23238 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510251819 | EIN |
| Primary Activities | FOUNDATION/ SUPPORTING ORGANIZATION | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | Line 11a, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWARD SCHOOL CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| THE STEWARD SCHOOL FOUNDATION | |
| C | 2115770 |
| tHE STEWARD SCHOOL FOUNDATION | |
| N | 98530 |