WEBB SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WEBB SCHOOL (EIN 62-0401875)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-06
- IRS object ID
- 202410379349301751
- Schema version
- 2022v5.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-06T15:29:26-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & HOWARD ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 17TH STREET NW SUITE 1600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620401875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEBB SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JIM CALLIS | InCareOfNm |
| Business Name Control | WEBB | BusinessNameControlTxt |
| Phone | 9313899322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 488 | AddressLine1Txt |
| City | BELL BUCKLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM CALLIS | PersonNm |
| Person Title | ASSOCIATE HOS | PersonTitleTxt |
| Phone | 9313899322 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JIM | PersonFirstNm |
| Person Last | CALLIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SABRE J LINAHAN | PreparerPersonNm |
| PTIN | P01372980 | PTIN |
| Phone | 4048746244 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JIM CALLIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 488 | AddressLine1Txt |
| City | BELL BUCKLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,004,164 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.thewebbschool.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1921 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | THE OLDEST CONTINUOUSLY OPERATING BOARDING SCHOOL IN THE SOUTH, EDUCATING GRADES 6-12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 190 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $27,549 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $26,549 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,326,122 | PYContributionsGrantsAmt |
| CY Contributions Grants | $876,779 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,585,673 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,715,762 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,586,189 | PYInvestmentIncomeAmt |
| CY Investment Income | $778,114 | CYInvestmentIncomeAmt |
| PY Other Revenue | $333,533 | PYOtherRevenueAmt |
| CY Other Revenue | $256,866 | CYOtherRevenueAmt |
| PY Total Revenue | $16,831,517 | PYTotalRevenueAmt |
| CY Total Revenue | $16,627,521 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,549,967 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,598,224 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,068,513 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,492,042 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $974,999 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,347,939 | PYOtherExpensesAmt |
| CY Other Expenses | $7,475,394 | CYOtherExpensesAmt |
| PY Total Expenses | $18,966,419 | PYTotalExpensesAmt |
| CY Total Expenses | $20,565,660 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,134,902 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,938,139 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,756,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,138,612 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,536,844 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,716,428 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,219,969 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,422,184 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO TURN OUT YOUNG PEOPLE WHO ARE TIRELESS WORKERS, AND WHO KNOW HOW TO WORK EFFECTIVELY; WHO ARE ACCURATE SCHOLARS; WHO KNOW THE FINER POINTS OF MORALS AND PRACTICE THEM IN THEIR DAILY LIVING; WHO ARE ALWAYS COURTEOUS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,893,705 | ExpenseAmt |
| Grant | $4,598,224 | GrantAmt |
| Revenue | $14,897,142 | RevenueAmt |
| Desc | THE WEBB SCHOOL HAS A 150-YEAR HISTORY OF EXCELLENCE IN SHAPING THE MINDS AND CHARACTERS OF STUDENTS IN GRADE 6-12. OUR SMALL PRIVATE BOARDING SCHOOL COMMUNITY IS COMPRISED OF 425 DAY AND BOARDING STUDENTS FROM 20 COUNTRIES AND 11 STATES. WE EMPHASIZE INDEPENDENT THINKING, CREATIVE INITIATIVE, PERSONAL INTEGRITY, AND CIVIC RESPONSIBILITY. A CHALLENGING ACADEMIC CURRICULUM INCLUDES WEBB'S SIGNATURE EMERGING VOICES PROGRAM, WHICH TEACHES STUDENTS THE VALUE OF PUBLIC SPEAKING AND WRITING. WEBB'S EXTENSIVE OUTDOOR PROGRAM, COMPETITIVE ATHLETIC TEAMS, AND TRAVEL ABROAD OPPORTUNITIES, ALSO HELP PREPARE GRADUATES FOR COLLEGE AND FOR LIFE. (CONTINUED ON SCHEDULE O.) | Desc |
| Total Program Service Expenses | $14,893,705 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 190 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM CALLIS | PersonNm |
| Phone | 9313899322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 HWY 82 | AddressLine1Txt |
| City | BELL BUCKLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370200488 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| KENNETH CHEESEMAN | |||||||
| HEAD OF SCHOOL | 60.0 | 0.0 | Yes (X) | $342,966 | $0 | $66,401 | |
| JAMES CALLIS | |||||||
| ASSOCIATE HEAD OF SCHOOL | 60.0 | 0.0 | Yes (X) | $169,992 | $0 | $55,877 | |
| VANCE BERRY | |||||||
| CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FARRAR SCHAEFFER VAUGHAN | |||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BEN BLAKELEY | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| BILL HARDIN | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| CHASE SPURLOCK | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| DR DAVID BROWN | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| EFFIE JOHNSON | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| EVAN COPE | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| GERALD FOLLIN III | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| GWEN OWEN | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| H LEE WOOSLEY III | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| IRVIN ASHFORD | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| JEFFREY HOWARD | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| KEITH BARTON | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| LIZA GIPSON | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| MATTHEW LAYMAN | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| MELORA WILKINS TURNER | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| PAUL GREGORY JENNINGS | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| SAM LASSETER | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| SANDI JOBE PUETT | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| SCOTT CRICHTON | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| TOM COOPER | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| YUCHAO OLLY WANG | |||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $512,958 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $122,278 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAGE DINING SERVICES | |||||
| 1402 YORK RD | LUTHERVILLE | MD | 21093 | FOOD SERVICE | $990,012 |
| SERVICEFM LLC | |||||
| 800 18TH AVE S STE A | NASHVILLE | TN | 37203 | JANITORIAL SERVICES | $276,149 |
| HAWKINS PRICE | |||||
| 5096 HWY 64E | WARTRACE | TN | 37183 | RENOVATIONS | $198,164 |
| THE BUDD GROUP | |||||
| 2525 PERIMETER PLACE DR STE 106 | NASHVILLE | TN | 37214 | JANITORIAL SERVICES | $190,436 |
| ROBERTS LAWN SERVICE | |||||
| PO BOX 16 | WARTRACE | TN | 37183 | LAWN SERVICE | $103,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $54,703 | FundraisingAmt |
| All Other Contributions | $822,076 | AllOtherContributionsAmt |
| Noncash Contributions | $53,545 | NoncashContributionsAmt |
| Total Contributions | $876,779 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611110 | $14,588,669 | $14,588,669 |
| PARENT ASSOCIATION INCOME | 611710 | $91,640 | $91,640 |
| AUXILIARY ENTERPRISES & ACTIVITIES | 900099 | $35,453 | $35,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,715,762 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $664,422 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $27,549 | UnrelatedBusinessRevenueAmt |
| Exclusion | $636,873 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,241 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,241 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,241 | TotalRevenueColumnAmt |
| Exclusion | $29,241 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,452,911 | SecuritiesAmt |
| Other | $500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,321,801 | SecuritiesAmt |
| Other | $17,918 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,110 | SecuritiesAmt |
| Other | -$17,418 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,692 | TotalRevenueColumnAmt |
| Exclusion | $113,692 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $83,169 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $54,703 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,924 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,245 | TotalRevenueColumnAmt |
| Exclusion | $46,245 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $181,380 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $181,380 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $181,380 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,627,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,897,142 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $27,549 | UnrelatedBusinessRevenueAmt |
| Exclusion | $826,051 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,059,451 | TotalAmt |
| Program Services | $3,059,451 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,538,773 | TotalAmt |
| Program Services | $1,538,773 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,845 | TotalAmt |
| Program Services | $407,244 | ProgramServicesAmt |
| Management And General | $216,759 | ManagementAndGeneralAmt |
| Fundraising | $32,842 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,145,025 | TotalAmt |
| Program Services | $3,795,981 | ProgramServicesAmt |
| Management And General | $2,056,413 | ManagementAndGeneralAmt |
| Fundraising | $292,631 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,142 | TotalAmt |
| Program Services | $210,371 | ProgramServicesAmt |
| Management And General | $94,350 | ManagementAndGeneralAmt |
| Fundraising | $12,421 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902,242 | TotalAmt |
| Program Services | $598,510 | ProgramServicesAmt |
| Management And General | $268,400 | ManagementAndGeneralAmt |
| Fundraising | $35,332 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,788 | TotalAmt |
| Program Services | $310,720 | ProgramServicesAmt |
| Management And General | $141,236 | ManagementAndGeneralAmt |
| Fundraising | $18,832 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,622 | TotalAmt |
| Management And General | $65,622 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,291 | TotalAmt |
| Management And General | $112,291 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,680 | TotalAmt |
| Management And General | $267,680 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,717,208 | TotalAmt |
| Program Services | $1,099,297 | ProgramServicesAmt |
| Management And General | $205,726 | ManagementAndGeneralAmt |
| Fundraising | $412,185 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,983 | TotalAmt |
| Program Services | $3,940 | ProgramServicesAmt |
| Management And General | $102,162 | ManagementAndGeneralAmt |
| Fundraising | $29,881 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,133 | TotalAmt |
| Program Services | $449,688 | ProgramServicesAmt |
| Management And General | $109,675 | ManagementAndGeneralAmt |
| Fundraising | $47,770 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,295,148 | TotalAmt |
| Program Services | $683,585 | ProgramServicesAmt |
| Management And General | $596,862 | ManagementAndGeneralAmt |
| Fundraising | $14,701 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,932 | TotalAmt |
| Program Services | $105,579 | ProgramServicesAmt |
| Management And General | $40,976 | ManagementAndGeneralAmt |
| Fundraising | $39,377 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,427 | TotalAmt |
| Program Services | $358,536 | ProgramServicesAmt |
| Management And General | $40,743 | ManagementAndGeneralAmt |
| Fundraising | $8,148 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,247,691 | TotalAmt |
| Program Services | $1,097,968 | ProgramServicesAmt |
| Management And General | $124,769 | ManagementAndGeneralAmt |
| Fundraising | $24,954 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,402 | TotalAmt |
| Management And General | $188,402 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEALS & CATERING | $1,013,570 | $1,013,570 | ||
| PROFESSOR DEVELOPMENT | $108,618 | $62,686 | $43,062 | $2,870 |
| BAD DEBT | $83,286 | $82,515 | $771 | |
| DUES & SUBSCRIPTIONS | $39,403 | $15,291 | $21,057 | $3,055 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,565,660 | TotalAmt |
| Program Services | $14,893,705 | ProgramServicesAmt |
| Management And General | $4,696,956 | ManagementAndGeneralAmt |
| Fundraising | $974,999 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,734 | BOYAmt |
| EOY | $355,884 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,639 | BOYAmt |
| EOY | $1,651,575 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,721 | BOYAmt |
| EOY | $196,345 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,183,406 | BOYAmt |
| EOY | $8,173,205 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,644 | BOYAmt |
| EOY | $47,257 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,316 | BOYAmt |
| EOY | $86,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $36,791,810 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,906,341 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,719,357 | BOYAmt |
| EOY | $16,885,469 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,328,928 | BOYAmt |
| EOY | $19,652,308 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,405,734 | BOYAmt |
| EOY | $19,727,177 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,334 | BOYAmt |
| EOY | $362,650 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,756,813 | BOYAmt |
| EOY | $67,138,612 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,003,508 | BOYAmt |
| EOY | $767,885 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,118,513 | BOYAmt |
| EOY | $9,287,831 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,439,900 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,866,827 | BOYAmt |
| EOY | $9,106,452 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,096 | BOYAmt |
| EOY | $554,260 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,536,844 | BOYAmt |
| EOY | $19,716,428 | 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 | $15,874,517 | BOYAmt |
| EOY | $13,371,342 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,345,452 | BOYAmt |
| EOY | $34,050,842 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,219,969 | BOYAmt |
| EOY | $47,422,184 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,756,813 | BOYAmt |
| EOY | $67,138,612 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,938,139 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,176,120 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$35,766 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,662,408 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,336,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,712,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,326,122 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $876,779 | CurrentTaxYearAmt |
| Total | $7,914,376 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,662,408 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,336,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,712,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,326,122 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $876,779 | CurrentTaxYearAmt |
| Total | $7,914,376 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $114,668 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,799,708 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,492,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,064,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,637,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $666,014 | CurrentTaxYearAmt |
| Total | $6,870,107 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $185,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,894 | CurrentTaxYearAmt |
| Total | $382,855 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $149,251 | CurrentTaxYearMinus1YearAmt |
| Total | $149,251 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,316,589 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $59,384,727 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50923 | PublicSupportCY170Pct |
| Public Support PY170 | 0.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,734,662 | BeginningYearBalanceAmt |
| Contributions | $439,132 | ContributionsAmt |
| Investment Earnings Or Losses | $2,713,495 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,872,133 | OtherExpendituresAmt |
| End Year Balance | $41,015,156 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,202,703 | BeginningYearBalanceAmt |
| Contributions | $573,125 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,939,600 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,101,566 | OtherExpendituresAmt |
| End Year Balance | $39,734,662 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,344,199 | BeginningYearBalanceAmt |
| Contributions | $352,666 | ContributionsAmt |
| Investment Earnings Or Losses | $12,672,146 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,166,308 | OtherExpendituresAmt |
| End Year Balance | $48,202,703 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,034,301 | BeginningYearBalanceAmt |
| Contributions | $1,549,240 | ContributionsAmt |
| Investment Earnings Or Losses | $1,060,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $700,000 | OtherExpendituresAmt |
| End Year Balance | $35,944,199 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,616,217 | BeginningYearBalanceAmt |
| Contributions | $576,542 | ContributionsAmt |
| Investment Earnings Or Losses | $2,241,542 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,400,000 | OtherExpendituresAmt |
| End Year Balance | $34,034,301 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $106,884 | OtherCostOrOtherBasisAmt |
| Book Value | $106,884 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $29,205,470 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,205,604 | DepreciationAmt |
| Book Value | $12,999,866 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,165,738 | OtherCostOrOtherBasisAmt |
| Depreciation | $316,436 | DepreciationAmt |
| Book Value | $2,849,302 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,541,547 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,912,281 | DepreciationAmt |
| Book Value | $629,266 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $772,171 | OtherCostOrOtherBasisAmt |
| Depreciation | $472,020 | DepreciationAmt |
| Book Value | $300,151 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,885,469 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COLLECTIVE INVESTMENT TRUST | $2,505,140 | F |
| LIMITED PARTNERSHIPS | $8,242,642 | F |
| PRIVATE EQUITY & DEBT SECURITY | $3,306,153 | F |
| REAL ASSETS | $4,380,813 | F |
| INTERNATIONAL BOND FUND | $1,244,036 | F |
| LAND | $38,335 | C |
| OTHER | $10,058 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,727,177 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $46,800 |
| AGENCY FUNDS | $507,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $554,260 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,944,895 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,176,120 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,182,120 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,762,775 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $267,680 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $4,597,066 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,864,746 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,627,521 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,742,680 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $6,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,736,680 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $267,680 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $4,561,300 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,828,980 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,565,660 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | THE SCHOOL'S ENDOWMENT FUND IS USED TO HELP SUPPORT THE OPERATIONS OF THE SCHOOL. IT IS SUBJECT TO A POLICY WHEREBY THE ANNUAL WITHDRAWAL FROM THE FUND IS CAPPED AT 4.50%. |
| SCHEDULE D, PART X, LINE 2 | THE SCHOOL IS RECOGNIZED AS A ORGANIZATION EXEMPT FROM TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO INCOME TAXES. THE SCHOOL'S UNRELATED BUSINESS INCOME IS NOT SIGNIFICANT. THE SCHOOL ANNUALLY EVALUATES ALL FEDERAL AND STATE INCOME TAX POSITIONS. THIS PROCESS INCLUDES AN ANALYSIS OF WHETHER THESE INCOME TAX POSITIONS THE SCHOOL TAKES MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION UNDER THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS CODIFICATION. AS OF JUNE 30, 2023 AND 2022, THE SCHOOL DID NOT RECOGNIZE LIABILITIES FOR UNCERTAIN TAX POSITIONS OR ASSOCIATED INTEREST AND PENALTIES. IN GENERAL, THE SCHOOL IS NO LONGER SUBJECT TO TAX EXAMINATION FOR THE TAX YEARS ENDED BEFORE JUNE 30, 2020. |
| SCHEDULE D, PART XI, LINE 4B | (36,924) FUNDRAISING EXPENSES (3,918) INTEREST RATE SWAP 39,684 SPLIT INTEREST AGREEMENT 4,598,224 FINANCIAL AID ----------- 4,597,066 TOTAL |
| SCHEDULE D, PART XII, LINE 4B | (36,924) FUNDRAISING EXPENSES 4,598,224 FINANCIAL AID ----------- 4,561,300 TOTAL |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLISHES THE NONDISCRIMINATION POLICY IN THE LOCAL NEWSPAPER IN THE FALL EACH YEAR AND IN THE SCHOOL PUBLICATIONS AND THE POLICY IS ALSO POSTED ON THE SCHOOL'S WEBSITE. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Grantmaking | FINANCIAL AID | $180,100 |
| East Asia and the Pacific | Grantmaking | FINANCIAL AID | $55,000 |
| Central America and the Caribbean | Grantmaking | FINANCIAL AID | $1,078,673 |
| South America | Grantmaking | FINANCIAL AID | $92,000 |
| North America | Grantmaking | FINANCIAL AID | $123,000 |
| Russia and the Newly Independent States | Grantmaking | FINANCIAL AID | $10,000 |
| Central America and the Caribbean | Investments | Investment Funds | $9,254,356 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $10,793,129 | SubtotalSpentAmt |
| Total Spent | $10,793,129 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| FINANCIAL AID - EUROPE | Europe (Including Iceland and Greenland) | 6 | $180,100 | FINANCIAL AID | FMV |
| FINANCIAL AID - EAST ASIS & PACIFIC | East Asia and the Pacific | 2 | $55,000 | FINANCIAL AID | FMV |
| FINANCIAL AID - CARIBBEAN | Central America and the Caribbean | 35 | $1,078,673 | FINANCIAL AID | FMV |
| FINANCIAL AID - BRAZIL | South America | 2 | $92,000 | FINANCIAL AID | FMV |
| FINANCIAL AID - CANADA | North America | 3 | $123,000 | FINANCIAL AID | FMV |
| FINANCIAL AID - UKRAINE | Russia and the Newly Independent States | 1 | $10,000 | FINANCIAL AID | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CRAFT FAIR | Event1Nm |
| Gross Receipts Event1 | $27,778 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $27,778 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,204 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,500 | OtherDirectExpensesEvent1Amt |
| Event2 | WSPA BELLES | Event2Nm |
| Gross Receipts Event2 | $110,094 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $54,703 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $55,391 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10,600 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $14,381 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,078 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,161 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $137,872 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $54,703 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $83,169 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,804 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,381 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,078 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,661 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,924 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $46,245 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 108 | RecipientCnt |
| Non Cash Assistance | $3,059,451 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL USES A THIRD-PARTY SCHOOL STUDENT SERVICES (SSS) TO DETERMINE FINANCIAL NEED. PARENTS MUST GO TO SSS'S WEBSITE TO APPLY ONLINE. SSS STARTS PROCESSING APPLICATIONS IN OCTOBER FOR THE FOLLOWING SCHOOL YEAR. APPLICATIONS FOR FINANCIAL AID MUST BE FILED BY FEBRUARY FOR THE NEXT SCHOOL YEAR. THE SCHOOL REQUIRES APPLICANTS TO SUBMIT THE FAMILY'S MOST RECENT TAX FORMS, W-2 FORMS, AND ANY ADDITIONAL DOCUMENTS THAT ARE FILED WITH THEIR TAX RETURN. AFTER AN EVALUATION OF ALL SUBMITTED INFORMATION, THE SCHOOL MAY REQUEST ADDITIONAL INFORMATION. THE SCHOOL DETERMINES FINANCIAL AID AWARDS BASED ON THE PARENT'S FINANCIAL STATEMENT, WHICH IS VERIFIED AGAINST THEIR TAX RETURN. ONCE A CHILD HAS BEEN ACCEPTED, THE PARENT'S FINANCIAL STATEMENT IS REVIEWED BY THE FINANCIAL AID COMMITTEE. THE COMMITTEE WILL ALSO CONSIDER THE POTENTIAL FOR INCOME TO BE EARNED BY A NON-WORKING PARENT. THE DECISION FOR AN AWARD IS BASED ON THE AFFORDABILITY DETERMINED BY THE PARENT'S FINANCIAL STATEMENT AND THE FUNDS AVAILABLE IN THE SCHOOL'S BUDGET. FINANCIAL AID AWARDED IS ENTERED AS A CREDIT INTO THE STUDENT'S ACCOUNT. NO FURTHER MONITORING OF THE FUNDS IS REQUIRED AFTER THIS POINT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|
| KENNETH CHEESEMAN | |||||||
| HEAD OF SCHOOL | $318,001 | $24,965 | $0 | $15,900 | $51,590 | $410,456 | $0 |
| JAMES CALLIS | |||||||
| ASSOCIATE HEAD OF SCHOOL | $168,974 | $1,018 | $0 | $9,300 | $47,527 | $226,819 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | WEBB SCHOOL PROVIDES A RESIDENCE ON CAMPUS FOR ITS HEADMASTER. IT IS A CONDITION OF EMPLOYMENT SINCE WEBB IS A BOARDING SCHOOL. IT IS DEEMED NECESSARY FOR THE HEADMASTER TO REMAIN ON CAMPUS TO HELP OVERSEE STUDENT ACTIVITIES. MR. CHEESEMAN ENTERTAINS STUDENTS, FACULTY, PARENTS, TRUSTEES, AND ALUMNI AT THE HOUSE. THE SCHOOL PROVIDES A DISCRETIONARY SPENDING ACCOUNT FOR THE HEADMASTER. DURING THE CURRENT YEAR, $41,066 WAS SPENT FROM THIS ACCOUNT. |
| SCHEDULE J, PART I, LINE 1B | AS EXPLAINED ABOVE THE USE OF A RESIDENCE ON CAMPUS BY THE HEADMASTER IS REQUIRED AS A CONDITION OF EMPLOYMENT. THIS ARRANGEMENT IS APPROVED BY THE BOARD OF DIRECTORS. |
| SCHEDULE J, PART I, LINE 3 | THE PERSONNEL COMMITTEE OF THE BOARD MEETS PERIODICALLY AND WHEN COMPENSATION ADJUSTMENTS ARE MADE TO THE HEADMASTER SALARY, THEY REVIEW COMPARABLE PUBLISHED DATA THAT IS AVAILABLE TO ASSIST THEM IN MAKING COMPENSATION ADJUSTMENTS. |
| SCHEDULE J, PART I, LINE 7 | Leadership RECEIVED A DISCRETIONARY BONUS APPROVED BY THE BOARD OF DIRECTORS. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $47,544 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SHELVING | 2 | $914 | INCOICES |
| Yes (X) | CAMERA LENSE | 1 | $400 | FMV |
| Yes (X) | LACROSSE EQUIPMENT | 1 | $482 | INVOICE |
| Yes (X) | DEVELOPMENT MEETINGS | 2 | $4,205 | INVOICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, COLUMN (B) | THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED BY THE ORGANIZATION. |
| SCHEDULE M, PART I, LINE 32B | THE SCHOOL USES A THIRD-PARTY BROKER TO SELL STOCK CONTRIBUTIONS RECEIVED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 4A | (CONTINUED FROM PART I, LINE 4A.) WEBB AWARDS ABOUT $4 MILLION IN FINANCIAL AID AND SCHOLARSHIPS TO DESERVING STUDENTS THANKS TO THE GENEROUS SUPPORT OF ALUMNI, FAMILY AND FRIENDS OF THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE PUBLIC DISCLOSURE VERSION OF FORM 990 WAS EMAILED TO THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD CHAIR, BUSINESS MANAGER, AND HEADMASTER WORK CLOSELY ENOUGH THROUGHOUT THE YEAR TO MONITOR ACTIVITIES OF BOARD MEMBERS TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SCHOOL REVIEWS NAIS DATA AND FORM 990S OF OTHER SIMILAR SCHOOLS WHEN IT DETERMINES COMPENSATION FOR KEY EMPLOYEES AND TOP SCHOOL OFFICIALS WHICH IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. |
| FORM 990, PART XI, LINE 9 | 3,918 UNREALIZED GAIN/LOSS ON INTEREST RATE SWAP (39,684) UNREALIZED GAIN/LOSS ON SPLIT INTEREST AGREEMENT --------- (35,766) TOTAL |
| FORM 990, PART XII, LINE 2C | THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION PROCESS OF AN INDPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Inter Vivos CRUT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTING | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | TRUST | EntityTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $362,650 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |