AGNES IRWIN SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AGNES IRWIN SCHOOL (EIN 23-1352650)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-02
- IRS object ID
- 202431239349301048
- 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 K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T10:17:21-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | 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 | 231352650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AGNES IRWIN SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGNE | BusinessNameControlTxt |
| Phone | 6108011869 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 407 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY B KEIDEL | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 6108011869 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SALLY | PersonFirstNm |
| Person Last | KEIDEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MALLORY GOOD | PreparerPersonNm |
| PTIN | P01704765 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2024-04-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | SALLY B KEIDEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 407 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,123,479 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AGNESIRWIN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO FOSTER THE INTELLECTUAL AND PERSONAL GROWTH OF GIRLS AND YOUNG WOMEN | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 334 | TotalEmployeeCnt |
| Total Volunteers | 254 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,406,634 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,283,448 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,436,624 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,162,549 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,053,060 | PYInvestmentIncomeAmt |
| CY Investment Income | -$3,236,978 | CYInvestmentIncomeAmt |
| PY Other Revenue | $313,303 | PYOtherRevenueAmt |
| CY Other Revenue | $422,628 | CYOtherRevenueAmt |
| PY Total Revenue | $32,209,621 | PYTotalRevenueAmt |
| CY Total Revenue | $26,631,647 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,817,780 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,849,260 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,864,397 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,977,027 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $18,561 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $23,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,492,866 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,241,898 | PYOtherExpensesAmt |
| CY Other Expenses | $9,076,639 | CYOtherExpensesAmt |
| PY Total Expenses | $26,942,636 | PYTotalExpensesAmt |
| CY Total Expenses | $28,926,426 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,266,985 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,294,779 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $104,621,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,950,977 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,361,613 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,118,486 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $71,259,465 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $74,832,491 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AGNES IRWIN SCHOOL EMPOWERS GIRLS TO LEARN, TO LEAD, AND TO LIVE A LEGACY. AGNES IRWIN PROVIDES GIRLS WITH A DEEP FOUNDATION IN THE HUMANITIES, MATHEMATICS AND SCIENCE, WELLNESS AND ATHLETICS. IN AN INCLUSIVE SETTING THAT VALUES DIVERSITY, (CONTINUED ON SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,885,129 | ExpenseAmt |
| Grant | $4,849,260 | GrantAmt |
| Revenue | $23,235,165 | RevenueAmt |
| Desc | THE AGNES IRWIN SCHOOL, A NON-DENOMINATIONAL ALL-GIRLS COLLEGE PREPARATORY SCHOOL FOR GRADES PRE-K THROUGH 12, FOSTERS THE INTELLECTUAL, AND PERSONAL GROWTH OF GIRLS AND YOUNG WOMEN THROUGH A RIGOROUS LIBERAL ARTS EDUCATION AND DYNAMIC CO-CURRICULAR PROGRAMMING, INCLUDING VISUAL AND PERFORMING ARTS, ATHLETICS, COMMUNITY SERVICE, AND LEADERSHIP DEVELOPMENT. OUR CENTER FOR THE ADVANCEMENT FOR GIRLS (CAG) SERVES AS A RESEARCH BASE FOR INITIATIVES FOCUSED ON FOUR PILLARS CRITICAL TO GIRLS' SUCCESS: LEADERSHIP, GLOBAL CITIZENSHIP, WELLNESS, AND 21ST CENTURY TEACHING AND LEARNING. OUR STUDENT BODY OF APPROXIMATELY 580 REPRESENTS A DIVERSE ARRAY OF COMMUNITIES THROUGHOUT THE PHILADELPHIA REGION. | Desc |
| Total Program Service Expenses | $19,885,129 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 334 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY BARNHART | PersonNm |
| Phone | 6108011689 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ITHAN AVENUE CONESTOGA ROAD | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| SALLY KEIDEL | ||||||||
| HEAD OF SCHOOL | 55.00 | 0.00 | Yes (X) | $443,317 | $0 | $136,119 | ||
| NICO WASHINGTON | ||||||||
| CHIEF FINANCIAL OFFICER TO FEB 2023 | 40.00 | 0.00 | Yes (X) | $230,448 | $0 | $11,553 | ||
| MARGARET WELSH | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $164,803 | $0 | $29,318 | Yes (X) | ||
| COURTNEY LUBBE | ||||||||
| DIRECTOR OF ATHLETICS | 40.00 | 0.00 | $128,062 | $0 | $22,732 | Yes (X) | ||
| ELIZABETH ELIZARDI | ||||||||
| DIRECTOR OF LOWER SCHOOL | 40.00 | 0.00 | $125,161 | $0 | $22,396 | Yes (X) | ||
| ANDREW KATZ | ||||||||
| DIR OF ACADEMIC & INFO TECHNOLOGY | 40.00 | 0.00 | $135,950 | $0 | $7,223 | Yes (X) | ||
| ALLISON HOUGH | ||||||||
| INTERIM DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $123,816 | $0 | $8,533 | Yes (X) | ||
| WENDY BARNHART | ||||||||
| CHIEF FINANCIAL OFCR AS OF MAR 2023 | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE FORD | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| POLLY WARREN COXE | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SEAN MCCARTHY | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DANIEL C ROARTY | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SARAH ROTH | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANTHONY T BENNETT | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN BERNHARDT | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| AARTI BIJLANI | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| LOUISA CONSTREIRAS | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| FRANK COULSON III | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DONTA EVANS | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| SAM GLICKMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DAN GOLDSMITH | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| KAREEMA LEVETTER GRAY | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CATHERINE HALDY JARMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| NICK KARALIS | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW E KRESS | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| KELLY MALLOY MD | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| SARAH MARSHALL | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN HIRTLE MCEVOY | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CLARE PUTNAM POZOS | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| LIZBETH ANN RODE | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JACQUES VAUCLAIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| KAREN P ZIMMER MD | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,351,557 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $237,874 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PROFESSIONAL BUILDING SERVICES INC | |||||
| 3936 MILLER ROAD | NEWTOWN SQUARE | PA | 19073 | JANITORIAL AND MAINTENANCE SERVICES | $484,122 |
| CULINART GROUP INC | |||||
| PO BOX 417632 | BOSTON | MA | 022417632 | FOOD SERVICES | $293,397 |
| TRANE US INC | |||||
| 3606 HORIZON DRIVE | KING OF PRUSSIA | PA | 19406 | HVAC SERVICES | $126,244 |
| INDEPENDENCE PROPERTY SERVICES LLC | |||||
| PO BOX 936640 | ATLANTA | GA | 311936640 | MAINTENANCE SERVICES | $120,944 |
| YOUR PART-TIME CONTROLLER LLC | |||||
| 1500 WALNUT ST STE 1200 | PHILADELPHIA | PA | 19102 | ACCOUNTING SERVICES | $116,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $100,411 | FundraisingAmt |
| Related Organizations | $75,000 | RelatedOrganizationsAmt |
| Government Grants | $97,589 | GovernmentGrantsAmt |
| All Other Contributions | $6,010,448 | AllOtherContributionsAmt |
| Noncash Contributions | $336,149 | NoncashContributionsAmt |
| Total Contributions | $6,283,448 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611110 | $22,745,034 | $22,745,034 |
| SUMMER AND AFTER SCHOOL SESSIONS | 611110 | $417,285 | $417,285 |
| STUDENT FEES | 611110 | $230 | $230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,162,549 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,279 | TotalRevenueColumnAmt |
| Exclusion | $284,279 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $125,213 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $90,213 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,213 | TotalRevenueColumnAmt |
| Exclusion | $90,213 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $746,250 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,267,507 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,521,257 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,521,257 | TotalRevenueColumnAmt |
| Exclusion | -$3,521,257 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $214,387 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $100,411 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $131,178 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,209 | TotalRevenueColumnAmt |
| Exclusion | $83,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $127,398 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $58,147 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,251 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENDING MACHINE COMMISSION | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,365 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,365 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,590 | TotalRevenueColumnAmt |
| Exclusion | $176,590 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $179,955 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,631,647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,235,165 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,886,966 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,849,260 | TotalAmt |
| Program Services | $4,849,260 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,011 | TotalAmt |
| Program Services | $80,002 | ProgramServicesAmt |
| Management And General | $200,006 | ManagementAndGeneralAmt |
| Fundraising | $120,003 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,237,350 | TotalAmt |
| Program Services | $7,197,986 | ProgramServicesAmt |
| Management And General | $4,350,075 | ManagementAndGeneralAmt |
| Fundraising | $689,289 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,928 | TotalAmt |
| Program Services | $315,680 | ProgramServicesAmt |
| Management And General | $123,055 | ManagementAndGeneralAmt |
| Fundraising | $21,193 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $985,493 | TotalAmt |
| Program Services | $665,138 | ProgramServicesAmt |
| Management And General | $272,255 | ManagementAndGeneralAmt |
| Fundraising | $48,100 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,245 | TotalAmt |
| Program Services | $529,776 | ProgramServicesAmt |
| Management And General | $310,907 | ManagementAndGeneralAmt |
| Fundraising | $53,562 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,594 | TotalAmt |
| Management And General | $38,594 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,250 | TotalAmt |
| Management And General | $198,250 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,500 | TotalAmt |
| Fundraising | $23,500 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165,227 | TotalAmt |
| Program Services | $829,228 | ProgramServicesAmt |
| Management And General | $301,057 | ManagementAndGeneralAmt |
| Fundraising | $34,942 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,256 | TotalAmt |
| Program Services | $95,589 | ProgramServicesAmt |
| Management And General | $2,667 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,599 | TotalAmt |
| Program Services | $46,283 | ProgramServicesAmt |
| Management And General | $350,799 | ManagementAndGeneralAmt |
| Fundraising | $169,517 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,589 | TotalAmt |
| Program Services | $429,271 | ProgramServicesAmt |
| Management And General | $65,459 | ManagementAndGeneralAmt |
| Fundraising | $12,859 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,770 | TotalAmt |
| Program Services | $223,672 | ProgramServicesAmt |
| Management And General | $83,689 | ManagementAndGeneralAmt |
| Fundraising | $8,409 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,368 | TotalAmt |
| Management And General | $29,283 | ManagementAndGeneralAmt |
| Fundraising | $16,085 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,502 | TotalAmt |
| Program Services | $463,064 | ProgramServicesAmt |
| Management And General | $89,028 | ManagementAndGeneralAmt |
| Fundraising | $17,410 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,620,660 | TotalAmt |
| Program Services | $2,105,993 | ProgramServicesAmt |
| Management And General | $435,490 | ManagementAndGeneralAmt |
| Fundraising | $79,177 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,747 | TotalAmt |
| Program Services | $174,737 | ProgramServicesAmt |
| Management And General | $33,441 | ManagementAndGeneralAmt |
| Fundraising | $6,569 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLASSROOM/INSTRUCTIONAL | $1,124,474 | $1,124,474 | ||
| REPAIRS AND MAINTENANCE | $985,081 | $661,974 | $298,359 | $24,748 |
| EVENT EXPENSES | $236,357 | $40 | $236,317 | |
| PROFESSIONAL ENRICHMENT | $194,242 | $46,560 | $129,700 | $17,982 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,923 | TotalAmt |
| Program Services | $46,402 | ProgramServicesAmt |
| Fundraising | $149,521 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,926,426 | TotalAmt |
| Program Services | $19,885,129 | ProgramServicesAmt |
| Management And General | $7,548,431 | ManagementAndGeneralAmt |
| Fundraising | $1,492,866 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,640,876 | BOYAmt |
| EOY | $5,488,203 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,718,382 | BOYAmt |
| EOY | $4,895,998 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,950 | BOYAmt |
| EOY | $1,576,892 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,896,175 | BOYAmt |
| EOY | $17,064,417 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,454 | BOYAmt |
| EOY | $88,610 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,071 | BOYAmt |
| EOY | $302,591 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,515,876 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,931,549 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,095,477 | BOYAmt |
| EOY | $50,584,327 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $712,461 | BOYAmt |
| EOY | $2,543,423 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,455,828 | BOYAmt |
| EOY | $26,216,756 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,440,404 | BOYAmt |
| EOY | $1,189,760 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,621,078 | BOYAmt |
| EOY | $109,950,977 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,917,281 | BOYAmt |
| EOY | $1,939,067 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,205,355 | BOYAmt |
| EOY | $19,952,879 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,970,166 | BOYAmt |
| EOY | $9,994,352 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,975,332 | BOYAmt |
| EOY | $2,210,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,293,479 | BOYAmt |
| EOY | $1,022,188 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,361,613 | BOYAmt |
| EOY | $35,118,486 | 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 | $48,176,394 | BOYAmt |
| EOY | $47,615,832 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,083,071 | BOYAmt |
| EOY | $27,216,659 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,259,465 | BOYAmt |
| EOY | $74,832,491 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,621,078 | BOYAmt |
| EOY | $109,950,977 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,294,779 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,045,261 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$237,479 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $60,023 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,103,057 | BeginningYearBalanceAmt |
| Contributions | $1,750,001 | ContributionsAmt |
| Investment Earnings Or Losses | $2,544,011 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $995,000 | OtherExpendituresAmt |
| End Year Balance | $28,402,069 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,084,632 | BeginningYearBalanceAmt |
| Contributions | $2,395,408 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,523,058 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $853,925 | OtherExpendituresAmt |
| End Year Balance | $25,103,057 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,788,471 | BeginningYearBalanceAmt |
| Contributions | $4,875,125 | ContributionsAmt |
| Investment Earnings Or Losses | $5,266,517 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $845,481 | OtherExpendituresAmt |
| End Year Balance | $28,084,632 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,161,891 | BeginningYearBalanceAmt |
| Contributions | $171,433 | ContributionsAmt |
| Investment Earnings Or Losses | $313,071 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $857,924 | OtherExpendituresAmt |
| End Year Balance | $18,788,471 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,686,024 | BeginningYearBalanceAmt |
| Contributions | $714,871 | ContributionsAmt |
| Investment Earnings Or Losses | $622,966 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $861,970 | OtherExpendituresAmt |
| End Year Balance | $19,161,891 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23863 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.76136 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,599,812 | OtherCostOrOtherBasisAmt |
| Book Value | $1,599,812 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,934,215 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,502,569 | DepreciationAmt |
| Book Value | $47,431,646 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,609,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,154,862 | DepreciationAmt |
| Book Value | $454,577 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,979,445 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,907,534 | DepreciationAmt |
| Book Value | $1,071,911 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $392,965 | OtherCostOrOtherBasisAmt |
| Depreciation | $366,584 | DepreciationAmt |
| Book Value | $26,381 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,584,327 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIFF MULTI-ASSET FUND | Desc |
| Book Value | $26,216,756 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $26,216,756 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATION | $738,692 |
| LEASE LIABILITY - OPERATING | $282,999 |
| LEASE LIABILITY - FINANCING | $497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,022,188 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,069,323 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,045,261 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$4,831,910 | OtherRevenueAmt |
| Revenue Not Reported | $1,213,351 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,855,972 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$224,325 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$224,325 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,631,647 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,258,818 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $224,325 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $224,325 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,034,493 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,891,933 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,891,933 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,926,426 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT FUNDS ARE USED TO PROVIDE INCOME IN SUPPORT OF FACULTY SALARIES, SABBATICALS, PROFESSIONAL DEVELOPMENT, AND RETIREMENT; ACADEMIC CHAIRPERSONS, FINANCIAL AID, COMMUNITY SERVICE, CURRICULUM ENRICHMENT, VISITING LECTURES AND LIBRARY SERVICES. |
| PART X, LINE 2: | THE SCHOOL IS A NONPROFIT ORGANIZATION WHICH HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGES IN SPLIT-INTEREST ARRANGEMENTS 48,005. UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 12,018. TUITION ASSISTANCE AND REMISSION -4,891,933. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -58,147. DIRECT RENTAL EXPENSES -35,000. DIRECT FUNDRAISING EXPENSES -131,178. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 58,147. DIRECT RENTAL EXPENSES 35,000. DIRECT FUNDRAISING EXPENSES 131,178. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE AND REMISSION 4,891,933. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE HOMEPAGE HAS A LINK READILY AVAILABLE TO DISCLOSE NON-DISCRIMINATION, ANTI-HARASSMENT AND NON-RETALIATION POLICY. THE SCHOOL IS MAKING UPDATES TO THIS DISCLOSURE ON THEIR WEBSITE IN 2024. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVES ASSISTANCE FROM THE PENNSYLVANIA DEPARTMENT OF EDUCATION FOR BOOKS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 CHUBB AVENUE SUITE 303 | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $23,500 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $23,500 | TotalRetainedByContractorsAmt |
| Licensed States | PA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RAISE | Event1Nm |
| Gross Receipts Event1 | $179,928 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $73,618 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $106,310 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,925 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,630 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $21,142 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,583 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,867 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $49,715 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $15,300 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $34,415 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $1,967 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $17,957 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,717 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 9 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $85,155 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $11,493 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $73,662 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $379 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $5,504 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $15,478 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,143 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $32,886 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $314,798 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $100,411 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $214,387 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $379 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $7,892 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $32,091 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $36,620 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $13,726 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $40,470 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $131,178 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $83,209 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 203 | RecipientCnt |
| Non Cash Assistance | $4,849,260 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION ASSISTANCE APPLIED DIRECTLY TO STUDENT ACCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NEED-BASED SCHOLARSHIPS ARE CREDITED TO INDIVIDUAL STUDENT ACCOUNTS, REDUCING THE AMOUNT DUE. RECIPIENTS ARE REQUIRED TO FILE A FINANCIAL STATEMENT WITH AN INDEPENDENT AGENCY WHO EVALUATES THE STATEMENT AND MAKES A RECOMMENDATION TO THE SCHOOL OF THE AMOUNT OF SCHOLARSHIP THE APPLICANT SHOULD RECEIVE. THE SCHOOL CONSIDERS THE RECOMMENDATION TOGETHER WITH THE TOTAL FUNDS AVAILABLE FOR SCHOLARSHIPS AND MAKES AWARDS ACCORDINGLY BASED UPON THE NEED OF THE STUDENT AND THE AVAILABILITY OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SALLY KEIDEL | ||||||||||||||
| HEAD OF SCHOOL | $367,200 | $0 | $8,000 | $0 | $68,117 | $0 | $14,500 | $0 | $121,619 | $0 | $579,436 | $0 | $0 | $0 |
| NICO WASHINGTON | ||||||||||||||
| CHIEF FINANCIAL OFFICER TO FEB 2023 | $230,000 | $0 | $0 | $0 | $448 | $0 | $11,553 | $0 | $0 | $0 | $242,001 | $0 | $0 | $0 |
| MARGARET WELSH | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $162,871 | $0 | $0 | $0 | $1,932 | $0 | $16,698 | $0 | $12,620 | $0 | $194,121 | $0 | $0 | $0 |
| COURTNEY LUBBE | ||||||||||||||
| DIRECTOR OF ATHLETICS | $127,962 | $0 | $0 | $0 | $100 | $0 | $6,772 | $0 | $15,960 | $0 | $150,794 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PER THE HEAD OF SCHOOL CONTRACT, HER CHILDREN'S TUITION WITH A VALUE OF $58,200, PLUS $9,469 OF TAX GROSS-UP, IS INCLUDED IN TAXABLE INCOME. THIS AMOUNT IS INCLUDED IN OTHER REPORTABLE COMPENSATION ON PART II, COLUMN (B)(III). THE HEAD OF SCHOOL IS REQUIRED TO LIVE IN A HOUSE LOCATED ON CAMPUS AS A CONDITION OF EMPLOYMENT. FOR 2022, THE VALUE OF THE HOUSING WAS CALCULATED AS $90,397. IN ADDITION, THERE WAS ALSO $11,230 IN CLEANING SERVICES. THESE AMOUNTS ARE INCLUDED IN NONTAXABLE BENEFITS ON PART II, COLUMN (D). |
| PART I, LINE 7 | IN 2022, THE HEAD OF SCHOOL WAS PAID A BOARD-APPROVED DISCRETIONARY BONUS OF $8,000. THIS AMOUNT IS REPORTED ON PART II, COLUMN (B)(II). |
| PART I, LINE 8 | WENDY BARNHART, INTERIM CFO HAS AN EMPLOYMENT CONTRACT WITH THE SCHOOL STARTING MARCH 2023 THROUGH JULY 2024. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| NARBERTH BOROUGH INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| A | 233077285 | 2023-06-12 | $5,760,000 | RE-ISSUE 2015 AND 2003 BONDS FOR CONSTRUCTION OF THE ARTS & SCIENCE CENTER | 0 | 0 | 0 |
| DELAWARE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| B | 231997311 | 2023-06-12 | $7,715,000 | RE-ISSUE 2012 BONDS FOR CONSTRUCTION OF DINING AND ATHLETIC FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt |
|---|---|---|---|---|---|---|---|---|
| A | $5,760,000 | $5,760,000 | 2004 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $7,715,000 | $7,715,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | $3,150,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00580 | 0.00000 | 0.00580 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0.01730 | 0.00000 | 0.01730 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $97,589 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PURCHASE PRICE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $238,560 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | STUDENTS DEVELOP SKILLS IN CRITICAL AND ANALYTICAL THINKING, SELF-EXPRESSING, EFFECTIVE COMMUNICATION, AND COLLABORATION. A RICH AND VARIED APPROACH TO INSTRUCTION, TEAM AND INDIVIDUAL ENDEAVORS, INQUIRY, AND ASSESSMENT ENABLES GIRLS TO SOLVE PROBLEMS, DESIGN SOLUTIONS, CREATE MEANING, AND PREPARE FOR A COMPLEX AND CHALLENGING WORLD. WE BELIEVE THAT ALL GIRLS AND YOUNG WOMEN HAVE THE CAPACITY TO LEAD AND THAT LEADERSHIP CAN TAKE MANY FORMS. THEREFORE, THROUGH OUR INSTRUCTION, OUR COMMUNITY INTERACTIONS, AND OUR DAILY CHOICES, WE AFFIRM THIS BELIEF AND PROVIDE AN ENVIRONMENT THAT CHALLENGES GIRLS TO DEVELOP THE CORE VALUES OF LEADERSHIP, EMPATHY, INTEGRITY, RESILIENCE, INDEPENDENT THINKING, AND COMMITMENT TO ACTION. AGNES IRWIN STUDENTS ARE A PART OF THE GLOBAL COMMUNITY OF GIRLS AND WOMEN. THEY ARE THE TRUSTEES OF OUR SCHOOL'S HERITAGE AND TRADITIONS. BY ADOPTING VALUES THAT FOSTER EQUITY, JUSTICE, SOCIAL RESPONSIBILITY, CIVIC MINDEDNESS, AND INTEGRITY, AND BY NURTURING POSITIVE RELATIONSHIPS AND INTENTIONAL DECISION MAKING, OUR STUDENTS AND ALUMNAE ENGAGE IN BOLD AND MEANINGFUL WAYS TO IMPACT OUR INTERCONNECTED WORLD. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE SCHOOL AND SUCH ADDITIONAL TRUSTEES APPOINTED BY THE CHAIR OF THE BOARD. THE COMMITTEE SHALL, DURING INTERVALS BETWEEN MEETINGS OF THE BOARD, EXERCISE ALL OF THE POWERS OF THE BOARD TO THE EXTENT PERMITTED BY LAW, EXCEPT THE ELECTION AND REMOVAL OF TRUSTEES AND OFFICERS, SELECTION OF HEAD OF SCHOOL, AMENDMENTS TO THE BYLAWS AND ARTICLES OF INCORPORATION, AND DISSOLUTION OF THE SCHOOL. THIS WAS LAST COMPLETED |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND INITIALLY REVIEWED BY THE CONTROLLER, AND THEN THE CHIEF FINANCIAL OFFICER. ONCE INITIAL APPROVAL HAS OCCURED, THE RETURN IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE FULL BOARD OF TRUSTEES THEN RECEIVES THE RETURN FOR REVIEW AND APPROVAL FOR A TWO WEEK PERIOD. ONCE THE TWO WEEK PERIOD FOR COMMENTS HAS ENDED, THE RETURN IS THEN FINALIZED AND SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY APPLIES TO ALL OFFICERS, TRUSTEES, AND COMMITTEE MEMBERS. POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD AND MEMBERS OF ANY COMMITTEE CONSIDERING A TRANSACTION FOR WHICH A POTENTIAL CONFLICT MAY EXIST. THESE BOARD AND COMMITTEE MEMBERS DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT DOES EXIST, THE CHAIR OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE SCHOOL CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE, BY A MAJORITY VOTE OF THOSE OTHER THAN THE INTERESTED PERSON: (A) WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE SCHOOL'S BEST INTEREST AND FOR ITS OWN BENEFIT; (B) WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE SCHOOL; AND (C) WHETHER TO ENTER INTO A TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. IN ADDITION, AN ANNUAL DISCLOSURE OF ALL ACTUAL OR POTENTIAL CONFLICTS IS REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES' COMPENSATION COMMITTEE REVIEWS COMPARATIVE STATISTICS IN ORDER TO DETERMINE COMPENSATION FOR THE HEAD OF SCHOOL WITH THE ASSISTANCE OF AN INDEPENDENT CONSULTANT. COMPENSATION IS BENCHMARKED WITH OTHER, SIMILAR ORGANIZATIONS, TO ENSURE COMPENSATION IS WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. ALL COMPENSATION DISCUSSIONS AND FINAL DETERMINATIONS ARE TIMELY DOCUMENTED IN THE BOARD MINUTES AND WAS COMPLETED IN 2023. THE HEAD OF SCHOOL REVIEWS AND APPROVES COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES USING SIMILAR MARKET STUDIES AND COMPENSATION SURVEYS TO ENSURE THEIR COMPENSATION IS WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. ALL COMPENSATION DISCUSSIONS AND FINAL DETERMINATIONS ARE TIMELY DOCUMENTED IN THE BOARD MINUTES AND APPROVED WITH THE BUDGET IN THE BOARD MINUTES ANNUALLY EACH SPRING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGES IN SPLIT-INTEREST ARRANGEMENTS 48,005. UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 12,018. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 672 CONESTOGA 2 LLC | ||||||||||
| 275 S ITHAN AVENUE | BRYN MAWR | PA | 19010 | 830854782 | ALLOW PARTNERS TO MAKE CONTRIBUTIONS TO PA EDUC IMPROV TAX CREDIT PROGRAM | PA | N/A | UNRELATED | 0 | 0 |
| 672 CONESTOGA 3 LLC | ||||||||||
| 275 S ITHAN AVENUE | BRYN MAWR | PA | 19010 | 841931100 | ALLOW PARTNERS TO MAKE CONTRIBUTIONS TO PA EDUC IMPROV TAX CREDIT PROGRAM | PA | N/A | UNRELATED | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Share Of EOY Assets | $586,519 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |