SANTA FE PREPARATORY SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SANTA FE PREPARATORY SCHOOL (EIN 85-0165745)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349316235
- 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 G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T19:25:35-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 843463346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOFTIS & LOVATO GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5501 EAGLE ROCK AVE NE SUITE C-5 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87113 | 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 | 850165745 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA FE PREPARATORY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 5059821829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CAMINO DE LA CRUZ BLANCA | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE SACHS | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 5059821829 | 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 | BRUCE | PersonFirstNm |
| Person Last | SACHS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICK LOFTIS | PreparerPersonNm |
| PTIN | P00546190 | PTIN |
| Phone | 5052935009 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
| 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 | AARON SCHUBACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CAMINO DE LA CRUZ BLANCA | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,867,948 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SFPREP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICATED TO EDUCATIONAL EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 184 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $10,517,688 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,827,199 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,412,319 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,253,899 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,766,952 | PYInvestmentIncomeAmt |
| CY Investment Income | $939,691 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,047 | PYOtherRevenueAmt |
| CY Other Revenue | $180,041 | CYOtherRevenueAmt |
| PY Total Revenue | $20,700,006 | PYTotalRevenueAmt |
| CY Total Revenue | $15,200,830 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,098,280 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,339,436 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,369,087 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,364,350 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $96,909 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,114,089 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,780,750 | PYOtherExpensesAmt |
| CY Other Expenses | $3,912,588 | CYOtherExpensesAmt |
| PY Total Expenses | $21,248,117 | PYTotalExpensesAmt |
| CY Total Expenses | $19,713,283 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$548,111 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,512,453 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,530,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,018,999 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,873,879 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,542,018 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,656,924 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,476,981 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICATED TO EDUCATIONAL EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,830,831 | ExpenseAmt |
| Grant | $1,690,519 | GrantAmt |
| Revenue | $9,146,551 | RevenueAmt |
| Desc | THE SCHOOL PROVIDES A COLLEGE PREPARATORY EDUCATION TO APPROXIMATELY 330 STUDENTS IN GRADES 7 THROUGH 12. THE SCHOOL ALSO HOSTS THE EE FORD SUMMER TEACHERS COLLOQUIUM SERVING APPROXIMATELY 40 TEACHERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,188,368 | ExpenseAmt |
| Grant | $6,648,917 | GrantAmt |
| Desc | DAVIS NEW MEXICO SCHOLARS AND BREAKTHROUGH SANTA FE (BREAKTHROUGH): BREAKTHROUGH IS A PREP PROGRAM THAT ASSISTS STUDENTS IN GRADES 7 THROUGH 12 FROM UNDERSERVED PUBLIC SCHOOLS TO BECOME THE FIRST IN THEIR FAMILIES TO GO TO COLLEGE. STUDENTS COMMIT TO THE PROGRAM FOR 6 YEARS AND PARTICIPATE IN SUMMER PROGRAMING, SCHOOL YEAR SUPPORT, AND ONE-ON-ONE COLLEGE COUNSELING. BREAKTHROUGH SANTA FE ALSO PARTNERS WITH THE SHELBY CULLOM DAVIS CHARITABLE FUND, INC. TO ADMINISTER AND AWARD FULL-TUITION COLLEGE SCHOLARSHIPS TO STUDENTS PARTICIPATING IN THE DAVIS NEW MEXICO SCHOLARS PROGRAM (DAVIS NEW MEXICO). AS OF JUNE 30, 2023, APPROXIMATELY 137 DAVIS NEW MEXICO SCHOLARSHIP RECIPIENTS ARE ENROLLED IN COLLEGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,019,199 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | 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 | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 184 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE SACHS | PersonNm |
| Phone | 5059821829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CAMINO DE LA CRUZ BLANCA | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ELICIA MONTOYA | |||||||
| CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNY KAUFMAN | |||||||
| VICE CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID KOCON | |||||||
| TREASURER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEAH SWANSON | |||||||
| SECRETARY | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SARA APRIL | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN BADGER | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LIZ BREMNER | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALEJANDRA CASTILLO | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSIAH CHILD | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY DRY | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD GALE | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DOMINIC GARCIA | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ESTEVAN GONZALES | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MIQUELA SALAZAR KORTE | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE LEHMAN | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THAO MARQUEZ | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE MOSS | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOOHEE RAND | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL ROMERO-WIRTH | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNA SCANLAN | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WARREN THOMPSON | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AARON SCHUBACH | |||||||
| HEAD OF SCHO | 40.00 | 0.00 | Yes (X) | $284,784 | $0 | $38,237 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $284,784 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $38,237 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $103,738 | FundraisingAmt |
| All Other Contributions | $4,723,461 | AllOtherContributionsAmt |
| Noncash Contributions | $17,868 | NoncashContributionsAmt |
| Total Contributions | $4,827,199 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES, NET | 611600 | $9,146,551 | $9,146,551 |
| LUNCH REVENUE | 722514 | $107,348 | $107,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,253,899 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $528,414 | TotalRevenueColumnAmt |
| Exclusion | $528,414 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,440 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,440 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,440 | TotalRevenueColumnAmt |
| Exclusion | $21,440 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,963,064 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,551,787 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $411,277 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $411,277 | TotalRevenueColumnAmt |
| Exclusion | $411,277 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,378 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $103,738 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $115,331 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$111,953 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ERC REVENUE | Desc |
| Total Revenue Column | $270,554 | TotalRevenueColumnAmt |
| Exclusion | $270,554 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $270,554 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,200,830 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,253,899 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,231,685 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,302 | TotalAmt |
| Program Services | $360,302 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,979,134 | TotalAmt |
| Program Services | $7,979,134 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,372 | TotalAmt |
| Program Services | $490,195 | ProgramServicesAmt |
| Management And General | $175,554 | ManagementAndGeneralAmt |
| Fundraising | $27,623 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,045,254 | TotalAmt |
| Program Services | $3,606,012 | ProgramServicesAmt |
| Management And General | $1,249,153 | ManagementAndGeneralAmt |
| Fundraising | $190,089 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,505 | TotalAmt |
| Program Services | $220,226 | ProgramServicesAmt |
| Management And General | $78,869 | ManagementAndGeneralAmt |
| Fundraising | $12,410 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $904,652 | TotalAmt |
| Program Services | $639,564 | ProgramServicesAmt |
| Management And General | $229,048 | ManagementAndGeneralAmt |
| Fundraising | $36,040 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,567 | TotalAmt |
| Program Services | $289,553 | ProgramServicesAmt |
| Management And General | $103,698 | ManagementAndGeneralAmt |
| Fundraising | $16,316 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,045 | TotalAmt |
| Program Services | $7,809 | ProgramServicesAmt |
| Management And General | $3,236 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,740 | TotalAmt |
| Program Services | $23,149 | ProgramServicesAmt |
| Management And General | $9,591 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,909 | TotalAmt |
| Fundraising | $96,909 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,553 | TotalAmt |
| Program Services | $60,490 | ProgramServicesAmt |
| Management And General | $25,063 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,714 | TotalAmt |
| Program Services | $3,849 | ProgramServicesAmt |
| Management And General | $88,934 | ManagementAndGeneralAmt |
| Fundraising | $931 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,208 | TotalAmt |
| Program Services | $79,837 | ProgramServicesAmt |
| Management And General | $9,367 | ManagementAndGeneralAmt |
| Fundraising | $38,004 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,539 | TotalAmt |
| Program Services | $54,789 | ProgramServicesAmt |
| Management And General | $21,750 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,899 | TotalAmt |
| Program Services | $107,388 | ProgramServicesAmt |
| Management And General | $38,459 | ManagementAndGeneralAmt |
| Fundraising | $6,052 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,749 | TotalAmt |
| Program Services | $294,505 | ProgramServicesAmt |
| Management And General | $244 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,375 | TotalAmt |
| Program Services | $28,511 | ProgramServicesAmt |
| Management And General | $10,129 | ManagementAndGeneralAmt |
| Fundraising | $11,735 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,894 | TotalAmt |
| Program Services | $503,153 | ProgramServicesAmt |
| Management And General | $41,242 | ManagementAndGeneralAmt |
| Fundraising | $5,499 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,908 | TotalAmt |
| Program Services | $78,409 | ProgramServicesAmt |
| Management And General | $28,081 | ManagementAndGeneralAmt |
| Fundraising | $4,418 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| UNCOLLECTIBLE PLEDGES | $626,362 | $626,362 | ||
| ATHLETICS & EVENTS | $599,784 | $29,343 | $184,808 | $385,633 |
| BOOKS & MATERIALS | $501,763 | $501,763 | ||
| REPAIRS & MAINTENANCE | $226,215 | $9,012 | $159,927 | $57,276 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,840 | TotalAmt |
| Program Services | $345,826 | ProgramServicesAmt |
| Management And General | $24,668 | ManagementAndGeneralAmt |
| Fundraising | $3,346 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,713,283 | TotalAmt |
| Program Services | $16,019,199 | ProgramServicesAmt |
| Management And General | $2,579,995 | ManagementAndGeneralAmt |
| Fundraising | $1,114,089 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,322 | BOYAmt |
| EOY | $5,525,726 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,205,095 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,489,867 | BOYAmt |
| EOY | $33,887,735 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,871 | BOYAmt |
| EOY | $415,709 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,898 | BOYAmt |
| EOY | $91,658 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,703 | BOYAmt |
| EOY | $197,646 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,163,214 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,158,101 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,271,871 | BOYAmt |
| EOY | $8,005,113 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,142,867 | BOYAmt |
| EOY | $22,088,426 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650,000 | BOYAmt |
| EOY | $2,490,773 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,947 | BOYAmt |
| EOY | $94,638 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,362 | BOYAmt |
| EOY | $221,575 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,530,803 | BOYAmt |
| EOY | $73,018,999 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,819 | BOYAmt |
| EOY | $704,816 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,658,928 | BOYAmt |
| EOY | $20,194,883 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,470,971 | BOYAmt |
| EOY | $2,642,319 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,161 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,873,879 | BOYAmt |
| EOY | $23,542,018 | 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 | $22,565,893 | BOYAmt |
| EOY | $14,919,489 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,091,031 | BOYAmt |
| EOY | $34,557,492 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,656,924 | BOYAmt |
| EOY | $49,476,981 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,530,803 | BOYAmt |
| EOY | $73,018,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,512,453 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,378,866 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$46,356 | InvestmentExpenseAmt |
| 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 |
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) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 19.49 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 20.00 | StaffHoursSpentEnforcementCnt |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $202,120 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,774,390 | BeginningYearBalanceAmt |
| Contributions | $512,939 | ContributionsAmt |
| Investment Earnings Or Losses | $2,147,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$955,980 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,479,331 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,315,291 | BeginningYearBalanceAmt |
| Contributions | $276,311 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,672,873 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$865,890 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$278,449 | AdministrativeExpensesAmt |
| End Year Balance | $21,774,390 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,480,355 | BeginningYearBalanceAmt |
| Contributions | $33,200 | ContributionsAmt |
| Investment Earnings Or Losses | $5,772,876 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$971,140 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,315,291 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,584,864 | BeginningYearBalanceAmt |
| Contributions | $2,789,163 | ContributionsAmt |
| Investment Earnings Or Losses | $706,226 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$599,898 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,480,355 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,067,836 | BeginningYearBalanceAmt |
| Contributions | $361,086 | ContributionsAmt |
| Investment Earnings Or Losses | $1,040,214 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$884,272 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,584,864 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.61710 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38290 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,917 | OtherCostOrOtherBasisAmt |
| Book Value | $133,917 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,861,694 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,274,652 | DepreciationAmt |
| Book Value | $6,587,042 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,799,058 | OtherCostOrOtherBasisAmt |
| Depreciation | $779,449 | DepreciationAmt |
| Book Value | $1,019,609 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $927,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $773,648 | DepreciationAmt |
| Book Value | $154,088 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $440,809 | OtherCostOrOtherBasisAmt |
| Depreciation | $330,352 | DepreciationAmt |
| Book Value | $110,457 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,005,113 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,842,821 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,378,866 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,690,519 | OtherRevenueAmt |
| Revenue Not Reported | -$311,653 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,154,474 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $46,356 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $46,356 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,200,830 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,022,764 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$1,690,519 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,690,519 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,713,283 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $19,713,283 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART II, LINE 5 | THE ORGANIZATION HAS A WRITTEN POLICY REGARDING MONITORING, INSPECTING, AND ENFORCING THE VIOLATION OF EASEMENT AGREEMENTS. |
| SCHEDULE D, PAGE 1, PART II, LINE 9 | THE SCHOOL INCLUDES THE CONSERVATION EASEMENT, VALUED AT 45,000, IN THE "PROPERTY AND EQUIPMENT" OF THE STATEMENT OF FINANCIAL POSITION. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE TO BE USED TO PRODUCE PRESENT AND FUTURE RETURNS TO BE EXPENDED OR ADDED TO PRINCIPAL. THE SCHOOL CURRENTLY HAS UNRESTRICTED AND DONOR-RESTRICTED ENDOWMENT FUNDS THAT BENEFIT THE SCHOOL AND ITS OPERATIONS, PROVIDE FUNDS FOR FACULTY DEVELOPMENT AND RECOGNITION, AND PROVIDE FUNDS FOR STUDENT FINANCIAL AID. |
| SCHEDULE D, PAGE 3, PART X | THE SCHOOL IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CONSIDERED A PUBLIC CHARITY. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | STUDENT FINANCIAL ASSISTANCE -1,690,519 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | STUDENT FINANCIAL ASSISTANCE -1,690,519 |
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, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ALL INFORMATION PACKAGES AND PROMOTIONAL ADVERTISING REFLECT A RACIALLY NONDISCRIMINATORY POLICY. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $107,116 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $103,738 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,378 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $68,410 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $46,921 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $107,116 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $103,738 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $3,378 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $68,410 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,921 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $115,331 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$111,953 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACADEMY FOR TECHNOLOGY & CLASSICS | |||||||
| 74 A VAN NU PO | SANTA FE | NM | 87508 | 856000016 | GOV | $10,000 | COLLEGE READINESS |
| SANTA FE PUBLIC SCHOOLS AVID PROGRA | |||||||
| 1300 CAMINO SIERRA VISTA | SANTA FE | NM | 87505 | 856000169 | GOV | $30,000 | COLLEGE READINESS |
| BREAKTHROUGH SANTA FE | |||||||
| 1101 CAMINO DE LA CRUZ BLANCA | SANTA FE | NM | 87505 | 850165745 | 501C3 | $10,000 | COLLEGE READINESS |
| COLLEGE HORIZONS | |||||||
| PO BOX 1262 | PENA BLANCA | NM | 87041 | 201730126 | 501C3 | $15,000 | COLLEGE READINESS |
| MASTERS PROGRAM | |||||||
| 6401 RICHARDS AVE | SANTA FE | NM | 87508 | 800477817 | GOV | $29,129 | COLLEGE READINESS |
| NACA INSPIRED SCHOOLS NETWORK | |||||||
| 924 PARK AVE SW STE C | ALBUQUERQUE | NM | 87102 | 472981893 | 501C3 | $30,000 | COLLEGE READINESS |
| NAVAJO PREPARATORY SCHOOL | |||||||
| 1220 W APACHE ST | FARMINGTON | NM | 87401 | 850395073 | 501C3 | $30,000 | COLLEGE READINESS |
| NEW MEXICO SCHOOL FOR THE ARTS | |||||||
| 500 MONTEZUMA AVE | SANTA FE | NM | 87501 | 264764395 | 501C3 | $25,000 | COLLEGE READINESS |
| OCCIDENTAL COLLEGE | |||||||
| 1600 CAMPUS RD | LOS ANGELES | CA | 90041 | 951667177 | GOV | $5,700 | STUDENT ASSISTANCE |
| POJOAQUE VALLEY SCHOOL | |||||||
| 1574 STATE ROAD 502 WEST | SANTA FE | NM | 87506 | 850166355 | GOV | $46,979 | COLLEGE READINESS |
| SIMON SCHOLARS FOUNDATION | |||||||
| 524 DON GASPAR AVENUE | SANTA FE | NM | 87505 | 273309123 | 501C3 | $29,294 | COLLEGE READINESS |
| SOUTH VALLEY ACADEMY | |||||||
| 3426 BLAKE RD SW | ALBUQUERQUE | NM | 87105 | 850467121 | GOV | $30,000 | COLLEGE READINESS |
| SOUTHWESTERN UNIVERSITY | |||||||
| 1414 GERONIMO DR | EL PASO | TX | 79925 | 741233796 | GOV | $5,900 | STUDENT ASSISTANCE |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 SOUTH CONGRESS | AUSTIN | TX | 78704 | 741109641 | GOV | $7,900 | STUDENT ASSISTANCE |
| UNIVERSITY OF DENVER | |||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80210 | 840404231 | GOV | $11,400 | STUDENT ASSISTANCE |
| UNIVERSITY OF PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | 930401259 | GOV | $9,000 | STUDENT ASSISTANCE |
| UPWARD BOUND ESPANOLA | |||||||
| 921 N PASEO DE ONATE | ESPANOLA | NM | 87532 | 856000545 | 501C3 | $30,000 | COLLEGE READINESS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COLLEGE TUITION | 137 | $6,288,615 |
| FINANCIAL AID | 111 | $1,690,519 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | THE SCHOOL AWARDS SCHOLARSHIPS BASED ON NEED. PARENTS COMPLETE APPLICATIONS WITH AN OUTSIDE VENDOR WHO THEN PROVIDES A LISTING TO THE SCHOOL OF THE FAMILIES' NEED TO ATTEND SCHOOL. THE SCHOOL THEN USES THAT FIGURE AS A STARTING POINT TO AWARD GRANTS. THE SCHOOL DOES NOT ISSUE MERIT AID. |
| SCHEDULE I, PAGE 4, PART IV | SCHEDULE I, PART II, GRANTS AND ASSISTANCE TO DOMESTIC ORGANIZATION: THE FINANCIAL STATEMENTS INCLUDE A CHARGE OF 360,302 FOR GRANTS TO ASSIST 13 SCHOOLS IN NEW MEXICO AS WELL AS TO 5 COLLEGES IN THE NATION. THE PURPOSE OF THIS ASSISTANCE IS TO PROMOTE COLLEGE READINESS OF HIGH SCHOOL STUDENTS AS WELL AS STUDENT ASSISTANCE FOR COLLEGE STUDENTS. SCHEDULE I, PART III, GRANTS AND ASSISTANCE TO DOMESTIC INDIVIDUALS: THE FINANCIAL STATEMENTS INCLUDE A CHARGE OF 6,288,615 FOR COLLEGE TUITION SCHOLARSHIP AND RELATED SUPPORTING EXPENSES WHICH INCLUDES AN ACCRUAL FOR 4 YEARS OF COLLEGE EXPENSES FOR THE STUDENTS ENTERING THE NEW MEXICO DAVIS SCHOLARS PROGRAM AS OF JUNE 30, 2023. TOTAL OUTSTANDING PLEDGES FOR THE NEW MEXICO DAVIS SCHOLARS PROGRAM AS OF JUNE 30, 2023 IS 20,194,883. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON SCHUBACH | PersonNm |
| Title | HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $284,784 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $17,779 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $20,458 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $323,021 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS PROVIDED ASSISTANCE PRIMARILY WITH SOLICITATION OF DONATIONS. BOARD MEMBERS ALSO SERVED ON A VOLUNTEER BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | ONCE THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD, THE SCHOOL E-MAILS THE PUBLIC DISCLOSURE COPY TO EACH BOARD MEMBER FOR THEIR REVIEW. AT THE NEXT BOARD MEETING, THE BOARD MEMBERS DISCUSS ANY ISSUES THEY MAY HAVE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | SANTA FE PREPARATORY SCHOOL MONITORS CONFLICTS OF INTEREST ANNUALLY. THE CONTRACTS THAT THE FACULTY AND STAFF SIGN EVERY YEAR HAVE A CLAUSE THAT PROHIBITS CONFLICTS OF INTEREST, AND IF ANY EMPLOYEE SEEKS OUTSIDE ADDITIONAL EMPLOYMENT OR WORK, THE HEAD OF SCHOOL MUST APPROVE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE SCHOOL HAS A SALARY SCALE AND LOOKS AT BENCHMARKS FROM OTHER ISAS AND NAIS SCHOOLS IN DETERMINING COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 17 | NORTH CAROLINA, NEW HAMPSHIRE, NEW JERSEY, NEVADA, NEW YORK, SOUTH CAROLINA, OHIO, OKLAHOMA, OREGON, TEXAS, WASHINGTON, UTAH, VIRGINIA |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MAINTAINED AT OFFICES OF SANTA FE PREPATORY SCHOOL AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | STUDENT FINANCIAL ASSISTANCE -1,690,519 STUDENT FINANCIAL ASSISTANCE 1,690,519 |