ASHLEY HALL FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ASHLEY HALL FOUNDATION (EIN 57-0314364)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-27
- IRS object ID
- 202620869349301202
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-03-27T09:58:28-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570314364 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLEY HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHL | BusinessNameControlTxt |
| Phone | 8437224088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 172 RUTLEDGE AVE | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM WOJTELWICZ | PersonNm |
| Person Title | CFOO | PersonTitleTxt |
| Phone | 8437224088 | PhoneNum |
| Signature | 2026-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2026-03-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANNE WESTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 172 RUTLEDGE AVE | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,233,382 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASHLEYHALL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | A PRIVATE SCHOOL FOR GIRLS IN KINDERGARTEN THROUGH GRADE 12 WITH A CO-ED EARLY CHILDHOOD PROGRAM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 376 | TotalEmployeeCnt |
| Total Volunteers | 315 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,981,150 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,379,780 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,927,012 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,290,847 | CYProgramServiceRevenueAmt |
| PY Investment Income | $293,438 | PYInvestmentIncomeAmt |
| CY Investment Income | $793,700 | CYInvestmentIncomeAmt |
| PY Other Revenue | $59,365 | PYOtherRevenueAmt |
| CY Other Revenue | $64,733 | CYOtherRevenueAmt |
| PY Total Revenue | $24,260,965 | PYTotalRevenueAmt |
| CY Total Revenue | $31,529,060 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,199,177 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,061,584 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,872,356 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,811,625 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $809,336 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,045,385 | PYOtherExpensesAmt |
| CY Other Expenses | $7,846,224 | CYOtherExpensesAmt |
| PY Total Expenses | $26,116,918 | PYTotalExpensesAmt |
| CY Total Expenses | $26,719,433 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,855,953 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,809,627 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,383,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,572,391 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,059,644 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,555,882 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,324,085 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,016,509 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ASHLEY HALL IS COMMITTED TO PRODUCING EDUCATED WOMEN WHO ARE INDEPENDENT, ETHICALLY RESPONSIBLE, AND PREPARED TO MEET THE CHALLENGES OF SOCIETY WITH CONFIDENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,693,002 | ExpenseAmt |
| Grant | $2,061,584 | GrantAmt |
| Revenue | $23,304,061 | RevenueAmt |
| Desc | EDUCATION PROVIDED TO KINDERGARTEN THROUGH 12TH GRADE STUDENTS, AFTER SCHOOL AND SUMMER PROGRAMS FOR THE STUDENTS AS WELL AS EARLY CHILDHOOD PROGRAMS FOR YOUNGER CHILDREN. ASHLEY HALL'S CURRICULA, INSTRUCTIONAL METHODS, CO-CURRICULAR PROGRAMS, AND FACILITIES ARE DESIGNED TO FOSTER THE MINDS AND CHARACTERS OF ALL STUDENTS AT EVERY STAGE OF THEIR DEVELOPMENT. | Desc |
| Total Program Service Expenses | $21,693,002 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 376 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAM WOJTELWICZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8437224088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 172 RUTLEDGE AVE | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RHETT OUTTEN | |||||||
| CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERIC STRICKLAND | |||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANN RIOPEL MD | |||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KURT PALMER | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNE FRANCES BLEEKER | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LILLA LANE CLARK | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA DEWOLF | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAUTAM GHATNEKAR | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LUCY MACKILLIGIN GUFFEY | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENDRA HAMILTON | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN HILL | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE KERR | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARLON KIMPSON | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LENNA KIRCHNER | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN E MARKO JR | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE MIGLIORI | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE WERRELL PREVOST | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROWAN GP TAYLOR | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA VAN HOOK | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE WESTON | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $441,590 | $0 | $45,724 | ||
| PALMER BALL | |||||||
| CHIEF FINANCIAL OFFICER (THRU 01/25) | 40.00 | Yes (X) | $238,721 | $0 | $17,058 | ||
| ADAM WOJTELWICZ | |||||||
| CHIEF FIN & OPS OFFICER (EFF. 01/25) | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| CINTRA HORN | |||||||
| ASSISTANT HOS FOR STUDENT AFFAIRS | 40.00 | $155,469 | $0 | $19,094 | Yes (X) | ||
| NAA-ADEI KOTEY | |||||||
| ASST. HOS FOR TEACHING AND LEARNING | 40.00 | $163,679 | $0 | $8,182 | Yes (X) | ||
| SHANA STOCKTON | |||||||
| DIR. OF INSTITUTIONAL ADVANCEMENT | 40.00 | $134,217 | $0 | $17,048 | Yes (X) | ||
| ELISABETH LAVIN-PETER | |||||||
| UPPER SCHOOL DIRECTOR | 40.00 | $132,780 | $0 | $14,450 | Yes (X) | ||
| FRANCES SLAY | |||||||
| ATHLETIC DIRECTOR | 40.00 | $127,739 | $0 | $12,148 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,394,195 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $133,704 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALADDIN FOOD MANAGEMENT SERVICES LLC | |||||
| 16567 COLLECTIONS CENTER DR | CHICAGO | IL | 606931656 | FOOD SERVICE | $608,659 |
| FLIK | |||||
| PO BOX 417632 | BOSTON | MA | 022417632 | FOOD SERVICE | $544,669 |
| TOTAL COMFORT SOLUTIONS | |||||
| 346 ORCHARD DRIVE | W COLUMBIA | SC | 29170 | HVAC | $153,223 |
| SPOLETO STUDY ABROAD | |||||
| 10600 BROWNSBURG PLACE | RALEIGH | NC | 27613 | INTERNATIONAL TRAVEL PROGRAM | $113,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $28,891 | FundraisingAmt |
| Government Grants | $90,000 | GovernmentGrantsAmt |
| All Other Contributions | $7,260,889 | AllOtherContributionsAmt |
| Noncash Contributions | $523,031 | NoncashContributionsAmt |
| Total Contributions | $7,379,780 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611110 | $21,978,621 | $21,978,621 |
| AUXILIARY SERVICES | 611710 | $1,312,226 | $1,312,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,290,847 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $794,536 | TotalRevenueColumnAmt |
| Exclusion | $794,536 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,044 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,044 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,044 | TotalRevenueColumnAmt |
| Exclusion | $44,044 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,656,232 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,657,068 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$836 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$836 | TotalRevenueColumnAmt |
| Exclusion | -$836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,129 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $28,891 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $654 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,475 | TotalRevenueColumnAmt |
| Exclusion | $7,475 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $59,814 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $46,600 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,214 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,214 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,529,060 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,304,061 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $845,219 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,061,584 | TotalAmt |
| Program Services | $2,061,584 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853,789 | TotalAmt |
| Program Services | $85,379 | ProgramServicesAmt |
| Management And General | $725,720 | ManagementAndGeneralAmt |
| Fundraising | $42,690 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,675,951 | TotalAmt |
| Program Services | $10,556,045 | ProgramServicesAmt |
| Management And General | $1,755,339 | ManagementAndGeneralAmt |
| Fundraising | $364,567 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,104 | TotalAmt |
| Program Services | $463,073 | ProgramServicesAmt |
| Management And General | $59,042 | ManagementAndGeneralAmt |
| Fundraising | $14,989 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,799,472 | TotalAmt |
| Program Services | $1,429,892 | ProgramServicesAmt |
| Management And General | $315,837 | ManagementAndGeneralAmt |
| Fundraising | $53,743 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945,309 | TotalAmt |
| Program Services | $746,794 | ProgramServicesAmt |
| Management And General | $170,155 | ManagementAndGeneralAmt |
| Fundraising | $28,360 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,116 | TotalAmt |
| Program Services | $19,558 | ProgramServicesAmt |
| Management And General | $19,558 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,044 | TotalAmt |
| Program Services | $33,522 | ProgramServicesAmt |
| Management And General | $33,522 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,929 | TotalAmt |
| Management And General | $5,929 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,087 | TotalAmt |
| Program Services | $3,460 | ProgramServicesAmt |
| Management And General | $33,043 | ManagementAndGeneralAmt |
| Fundraising | $265,584 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,490 | TotalAmt |
| Program Services | $298,245 | ProgramServicesAmt |
| Management And General | $298,245 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,666 | TotalAmt |
| Program Services | $186,959 | ProgramServicesAmt |
| Management And General | $55,192 | ManagementAndGeneralAmt |
| Fundraising | $1,515 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,362 | TotalAmt |
| Program Services | $1,114,477 | ProgramServicesAmt |
| Management And General | $71,901 | ManagementAndGeneralAmt |
| Fundraising | $11,984 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,880 | TotalAmt |
| Program Services | $32,940 | ProgramServicesAmt |
| Management And General | $32,940 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,744 | TotalAmt |
| Program Services | $778,179 | ProgramServicesAmt |
| Management And General | $50,197 | ManagementAndGeneralAmt |
| Fundraising | $8,368 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,753,593 | TotalAmt |
| Program Services | $1,630,842 | ProgramServicesAmt |
| Management And General | $105,215 | ManagementAndGeneralAmt |
| Fundraising | $17,536 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,472 | TotalAmt |
| Program Services | $333,236 | ProgramServicesAmt |
| Management And General | $333,236 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DINING | $922,979 | $922,979 | |
| CLASSROOM AND PROGRAM | $843,814 | $843,814 | |
| BAD DEBTS | $222,456 | $111,228 | $111,228 |
| OTHER EXPENSES | $81,592 | $40,796 | $40,796 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,719,433 | TotalAmt |
| Program Services | $21,693,002 | ProgramServicesAmt |
| Management And General | $4,217,095 | ManagementAndGeneralAmt |
| Fundraising | $809,336 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,206 | BOYAmt |
| EOY | $2,046,446 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,545 | BOYAmt |
| EOY | $508,514 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,607 | BOYAmt |
| EOY | $500 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,026 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,936 | BOYAmt |
| EOY | $330,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $57,599,406 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,085,404 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,655,381 | BOYAmt |
| EOY | $37,514,002 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,824,037 | BOYAmt |
| EOY | $19,198,206 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,131,017 | BOYAmt |
| EOY | $11,964,658 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,383,729 | BOYAmt |
| EOY | $71,572,391 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,085 | BOYAmt |
| EOY | $1,004,405 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,353,669 | BOYAmt |
| EOY | $9,371,532 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,985,446 | BOYAmt |
| EOY | $12,312,946 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,900,000 | BOYAmt |
| EOY | $3,900,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,968,444 | BOYAmt |
| EOY | $11,966,999 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,059,644 | BOYAmt |
| EOY | $38,555,882 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,767,498 | BOYAmt |
| EOY | $21,148,685 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,556,587 | BOYAmt |
| EOY | $11,867,824 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,324,085 | BOYAmt |
| EOY | $33,016,509 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,383,729 | BOYAmt |
| EOY | $71,572,391 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,809,627 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $882,797 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,734,137 | BeginningYearBalanceAmt |
| Contributions | $2,171,516 | ContributionsAmt |
| Investment Earnings Or Losses | $1,440,219 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $248,515 | OtherExpendituresAmt |
| End Year Balance | $9,097,357 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,311,803 | BeginningYearBalanceAmt |
| Contributions | $120,660 | ContributionsAmt |
| Investment Earnings Or Losses | $435,691 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $134,017 | OtherExpendituresAmt |
| End Year Balance | $5,734,137 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,804,446 | BeginningYearBalanceAmt |
| Contributions | $1,685,506 | ContributionsAmt |
| Investment Earnings Or Losses | $240,092 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,418,241 | OtherExpendituresAmt |
| End Year Balance | $5,311,803 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,344,374 | BeginningYearBalanceAmt |
| Contributions | $287,403 | ContributionsAmt |
| Investment Earnings Or Losses | -$705,471 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $121,860 | OtherExpendituresAmt |
| End Year Balance | $5,804,446 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,039,535 | BeginningYearBalanceAmt |
| Contributions | $1,366,487 | ContributionsAmt |
| Investment Earnings Or Losses | $814,210 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,875,858 | OtherExpendituresAmt |
| End Year Balance | $6,344,374 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17173 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55549 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27278 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,252,530 | OtherCostOrOtherBasisAmt |
| Book Value | $7,252,530 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,809,304 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,475,615 | DepreciationAmt |
| Book Value | $19,333,689 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,616,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,746,902 | DepreciationAmt |
| Book Value | $9,869,688 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,086,337 | OtherCostOrOtherBasisAmt |
| Depreciation | $661,657 | DepreciationAmt |
| Book Value | $424,680 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $834,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $201,230 | DepreciationAmt |
| Book Value | $633,415 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,514,002 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONTRACTUAL TUITION AND FEES RECEIVABLE | $11,876,897 |
| DEPOSIT | $87,761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,964,658 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTRACTUAL UNEARNED TUITION AND FEES | $11,876,897 |
| AGENCY FUNDS | $90,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,966,999 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,391,598 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $882,797 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $47,254 | OtherRevenueAmt |
| Revenue Not Reported | $930,051 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,461,547 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,929 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,061,584 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,067,513 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,529,060 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,699,174 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $47,254 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $47,254 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,651,920 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,929 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,061,584 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,067,513 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,719,433 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS WITHOUT DONOR RESTRICTIONS. |
| PART X, LINE 2: | THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 46,600. SPECIAL EVENT EXPENSES 654. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NET AGAINST TUITION AND FEES 2,061,584. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 46,600. SPECIAL EVENT EXPENSES 654. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NET AGAINST TUITION AND FEES 2,061,584. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE POLICY IS VISIBLE ON THE ORGANIZATION'S WEBSITE HOMEPAGE. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVED A GRANT FROM THE DEPARTMENT OF SOCIAL SERVICES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $37,020 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $28,891 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,129 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $654 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $37,020 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $28,891 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,129 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $654 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $654 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,475 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 99 | RecipientCnt |
| Non Cash Assistance | $2,061,584 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECT CREDIT TO STUDENT TUITION BALANCE | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS CONSIST OF FINANCIAL AID AWARDS MADE TO FAMILIES OF STUDENTS ATTENDING ASHLEY HALL SCHOOL. FINANCIAL AID AWARDS ARE APPLIED TO THE STUDENTS' TUITION BALANCES AND ARE NOT USED IN ANY OTHER MANNER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE WESTON | ||||||||||||||
| HEAD OF SCHOOL | $441,590 | $0 | $0 | $0 | $0 | $0 | $40,250 | $0 | $5,474 | $0 | $487,314 | $0 | $0 | $0 |
| PALMER BALL | ||||||||||||||
| CHIEF FINANCIAL OFFICER (THRU 01/25) | $238,721 | $0 | $0 | $0 | $0 | $0 | $12,040 | $0 | $5,018 | $0 | $255,779 | $0 | $0 | $0 |
| CINTRA HORN | ||||||||||||||
| ASSISTANT HOS FOR STUDENT AFFAIRS | $155,469 | $0 | $0 | $0 | $0 | $0 | $8,357 | $0 | $10,737 | $0 | $174,563 | $0 | $0 | $0 |
| NAA-ADEI KOTEY | ||||||||||||||
| ASST. HOS FOR TEACHING AND LEARNING | $163,679 | $0 | $0 | $0 | $0 | $0 | $8,182 | $0 | $0 | $0 | $171,861 | $0 | $0 | $0 |
| SHANA STOCKTON | ||||||||||||||
| DIR. OF INSTITUTIONAL ADVANCEMENT | $134,217 | $0 | $0 | $0 | $0 | $0 | $7,100 | $0 | $9,948 | $0 | $151,265 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC JOBS-ECONOMIC DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 570960018 | BondIssuerEIN |
| Bond Issued | 2015-12-01 | BondIssuedDt |
| Issue Price | $18,740,000 | IssuePriceAmt |
| Purpose | CLASSROOM FACILITIES AND ACADEMIC BUILDINGS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $6,225,000 | RetiredAmt |
| Total Proceeds | $18,740,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $325,000 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $18,415,000 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $523,031 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLICLY TRADED EXCHANGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION PROVIDES A COPY OF THE FORM 990 TO THE BOARD OF TRUSTEES FOR THEIR APPROVAL BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER REVIEWS AND ACKNOWLEDGES THE CONFLICTS OF INTEREST POLICY ON AN ANNUAL BASIS. IN THE EVENT A POTENTIAL CONFLICT ARISES DURING THE YEAR, THE INTERESTED PERSON SHALL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND VOTE ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY A SUBCOMMITTEE APPOINTED BY THE BOARD OF TRUSTEES WHO REVIEW BOTH PERFORMANCE AND COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS TO ENSURE REASONABLENESS. COMPENSATION FOR ALL OTHER KEY EMPLOYEES IS BASED ON BENCHMARKING DATA AND IS APPROVED BY THE HEAD OF SCHOOL. ALL COMPENSATION IS DOCUMENTED IN A WRITTEN CONTRACT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
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