SAN ANTONIO ACADEMY OF TEXAS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAN ANTONIO ACADEMY OF TEXAS (EIN 74-0878670)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-11
- IRS object ID
- 202541019349301444
- Schema version
- 2023v6.0
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-11T15:58:40-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203992693 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDY WALKER & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 IH 10 WEST SUITE 505 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 740878670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN ANTONIO ACADEMY OF TEXAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANA | BusinessNameControlTxt |
| Phone | 2107337331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 EAST FRENCH PLACE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD L DELANO | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2107337331 | PhoneNum |
| Signature | 2025-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDY L WALKER CPA | PreparerPersonNm |
| PTIN | P00963779 | PTIN |
| Phone | 2103669430 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD L DELANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 EAST FRENCH PLACE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,333,733 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SA-ACADEMY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1886 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF SAN ANTONIO ACADEMY OF TEXAS IS TO OFFER AN EXCEPTIONAL EDUCATION INTENTIONALLY CRAFTED FOR BOYS, AGES, PREKINDERGARTEN THROUGH EIGHTH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 206 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,532,634 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,907,720 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,241,249 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,270,390 | CYProgramServiceRevenueAmt |
| PY Investment Income | $883,261 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,547,692 | CYInvestmentIncomeAmt |
| PY Other Revenue | $508,086 | PYOtherRevenueAmt |
| CY Other Revenue | $232,823 | CYOtherRevenueAmt |
| PY Total Revenue | $12,165,230 | PYTotalRevenueAmt |
| CY Total Revenue | $18,958,625 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $709,796 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $843,495 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,217,712 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,993,061 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $226,933 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,350,632 | PYOtherExpensesAmt |
| CY Other Expenses | $4,119,581 | CYOtherExpensesAmt |
| PY Total Expenses | $12,278,140 | PYTotalExpensesAmt |
| CY Total Expenses | $12,956,137 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$112,910 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,002,488 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,204,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,139,056 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,885,050 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,888,530 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,319,383 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,250,526 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OSAN ANTONIO ACADEMY OF TEXAS OFFERS PREKINDERGARTEN THROUGH EIGHTH GRADE BOYS AN EXCEPTIONAL ACADEMIC PROGRAM THAT FEATURES SMALL CLASSES, A FAMILY-LIKE ATMOSPHERE, THE DEVELOPMENT OF A POSITIVE SELF IMAGE AND A FOUNDATION FOR LIFE BASED UPON LOVE OF GOD AND COUNTRY, INTEGRITY AND RESPECT FOR EACH OTHER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,808,119 | ExpenseAmt |
| Grant | $843,495 | GrantAmt |
| Revenue | $9,270,390 | RevenueAmt |
| Desc | EDUCATION PROVIDED TO 319 STUDENTS ENROLLED DURING THE SCHOOL YEAR IN GRADES PRE-K THROUGH 8. SUMMER AT THE ACADEMY, AN EIGHT-WEEK ENRICHMENT PROGRAM, BROUGHT BOYS AND GIRLS TO THE CAMPUS FOR 250 SPECIALTY CLASSES. SAN ANTONIO ACADEMY OF TEXAS TEACHES BOYS TO BE THE BEST THEY CAN BE BY TEACHING TECHNIQUES SPECIALIZING IN BOYS, SPORTSMANSHIP, SELF-DISCIPLINE AND LEADERSHIP. | Desc |
| Total Program Service Expenses | $9,808,119 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 206 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH FRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2107337331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 EAST FRENCH PLACE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| NEL BELT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TREY EMBREY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CECE GRIFFIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK GUENTHER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE HOWARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK JOHNSON JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| A J LEWIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALCIDE LONGORIA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CASSANDRA ORTIZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WOOD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD BROCKWELL | |||||||
| TRUSTEE/CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOSEPH SHIELDS | |||||||
| TRUSTEE/VICE-CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROGER HILL | |||||||
| TRUSTEE/EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KAREN BRYANT | |||||||
| TRUSTEE/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ELIZABETH FRY | |||||||
| TRUSTEE/SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PAUL QUICK | |||||||
| HEADMASTER | 40.00 | $279,021 | $0 | $27,399 | Yes (X) | ||
| RICHARD L DELANO | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $150,832 | $0 | $20,196 | Yes (X) | ||
| JOHN C CARR | |||||||
| ASSOCIATE HEAD OF SCHOOL, ADVANCEMENT DIRECTOR | 40.00 | $127,171 | $0 | $12,226 | Yes (X) | ||
| JOHN WEAVER | |||||||
| DIRECTOR OF STUDENT LIFE | 40.00 | $109,722 | $0 | $0 | Yes (X) | ||
| WILLIAM WRAY | |||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | $106,927 | $0 | $6,826 | Yes (X) | ||
| ERNEST COX | |||||||
| DIRECTOR OF MIDDLE SCHOOL/COUNSELING | 40.00 | $101,085 | $0 | $25,300 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $874,758 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,947 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 |
|---|---|---|---|---|---|
| JOERIS GENERAL CONTRACTORS LTD | |||||
| 823 ARION PKWY | SAN ANTONIO | TX | 78216 | PROJECT MANAGEMENT, PROJECT CONTRACTOR | $925,255 |
| KYA SERVICES LLC | |||||
| 1800 E MCFADDEN AVE | SANTA ANA | CA | 92705 | PROJECT MANAGEMENT, PROJECT CONTRACTOR | $317,822 |
| LABATT FOOD SERVICE | |||||
| PO BOX 137 | SAN ANTONIO | TX | 78291 | FOOD /BEVERAGE PROVIDER | $163,908 |
| CITY WIDE FACILITY SOLUTIONS OF SAN ANTO | |||||
| 401 ISOM ROAD SUITE 280 | SAN ANTONIO | TX | 78216 | JANITORIAL SERVICES | $159,013 |
| PHILADELPHIA INSURANCE COMPANIES | |||||
| PO BOX 70251 | PHILADELPHIA | PA | 191760251 | INSURANCE | $132,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $395,976 | FundraisingAmt |
| Government Grants | $413,849 | GovernmentGrantsAmt |
| All Other Contributions | $6,097,895 | AllOtherContributionsAmt |
| Noncash Contributions | $5,000 | NoncashContributionsAmt |
| Total Contributions | $6,907,720 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $8,162,111 | $8,162,111 |
| SUMMER PROGRAM | 611710 | $748,801 | $748,801 |
| ENRICHMENT PROGRAM | 611710 | $238,200 | $238,200 |
| OTHER PROGRAMS | 611710 | $121,278 | $121,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,270,390 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,524,662 | TotalRevenueColumnAmt |
| Exclusion | $1,524,662 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $97,284 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $97,284 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,284 | TotalRevenueColumnAmt |
| Exclusion | $97,284 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,108,265 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,085,235 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,023,030 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,023,030 | TotalRevenueColumnAmt |
| Exclusion | $1,023,030 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,818 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $395,976 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $171,344 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$141,526 | TotalRevenueColumnAmt |
| Exclusion | -$141,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $75,030 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $28,748 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,282 | TotalRevenueColumnAmt |
| Exclusion | $46,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $300,976 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $89,781 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,195 | TotalRevenueColumnAmt |
| Exclusion | $211,195 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $19,588 | TotalRevenueColumnAmt |
| Exclusion | $19,588 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,588 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,958,625 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,270,390 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,780,515 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $843,495 | TotalAmt |
| Program Services | $843,495 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,844 | TotalAmt |
| Program Services | $455,965 | ProgramServicesAmt |
| Management And General | $149,185 | ManagementAndGeneralAmt |
| Fundraising | $11,694 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,844,038 | TotalAmt |
| Program Services | $4,364,694 | ProgramServicesAmt |
| Management And General | $1,367,123 | ManagementAndGeneralAmt |
| Fundraising | $112,221 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,077,342 | TotalAmt |
| Program Services | $719,379 | ProgramServicesAmt |
| Management And General | $339,981 | ManagementAndGeneralAmt |
| Fundraising | $17,982 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,837 | TotalAmt |
| Program Services | $338,569 | ProgramServicesAmt |
| Management And General | $107,399 | ManagementAndGeneralAmt |
| Fundraising | $8,869 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,855 | TotalAmt |
| Management And General | $121,855 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,695 | TotalAmt |
| Program Services | $203,652 | ProgramServicesAmt |
| Management And General | $275,300 | ManagementAndGeneralAmt |
| Fundraising | $27,743 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,498 | TotalAmt |
| Program Services | $4,807 | ProgramServicesAmt |
| Management And General | $82,691 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,800 | TotalAmt |
| Program Services | $313,744 | ProgramServicesAmt |
| Management And General | $99,424 | ManagementAndGeneralAmt |
| Fundraising | $22,632 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,107 | TotalAmt |
| Program Services | $34,714 | ProgramServicesAmt |
| Management And General | $68,919 | ManagementAndGeneralAmt |
| Fundraising | $474 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,209 | TotalAmt |
| Program Services | $141,689 | ProgramServicesAmt |
| Management And General | $51,914 | ManagementAndGeneralAmt |
| Fundraising | $18,606 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,547 | TotalAmt |
| Management And General | $47,804 | ManagementAndGeneralAmt |
| Fundraising | $3,743 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,682 | TotalAmt |
| Program Services | $71,249 | ProgramServicesAmt |
| Management And General | $29,433 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,362,755 | TotalAmt |
| Program Services | $1,294,618 | ProgramServicesAmt |
| Management And General | $68,137 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,986 | TotalAmt |
| Program Services | $110,029 | ProgramServicesAmt |
| Management And General | $20,957 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER PROGRAM EXPENSES | $306,176 | $306,176 | ||
| REPAIRS & MAINTENANCE | $294,741 | $280,004 | $11,768 | $2,969 |
| OTHER ACADEMIC EXPENSES | $237,038 | $197,950 | $39,088 | |
| ENRICHMENT/SUMMER PROGR | $121,671 | $121,671 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,821 | TotalAmt |
| Program Services | $5,714 | ProgramServicesAmt |
| Management And General | $40,107 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,956,137 | TotalAmt |
| Program Services | $9,808,119 | ProgramServicesAmt |
| Management And General | $2,921,085 | ManagementAndGeneralAmt |
| Fundraising | $226,933 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,628,368 | BOYAmt |
| EOY | $3,573,775 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,274,336 | BOYAmt |
| EOY | $1,477,552 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,612 | BOYAmt |
| EOY | $504,320 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,855 | BOYAmt |
| EOY | $100,328 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,491 | BOYAmt |
| EOY | $244,207 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,897 | BOYAmt |
| EOY | $150,936 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,840,512 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,908,960 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,355,540 | BOYAmt |
| EOY | $13,931,552 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,399,534 | BOYAmt |
| EOY | $39,149,586 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,800 | BOYAmt |
| EOY | $6,800 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,204,433 | BOYAmt |
| EOY | $59,139,056 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,242,128 | BOYAmt |
| EOY | $1,267,759 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,642,922 | BOYAmt |
| EOY | $2,620,771 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,885,050 | BOYAmt |
| EOY | $3,888,530 | 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 | $22,361,823 | BOYAmt |
| EOY | $27,834,561 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,957,560 | BOYAmt |
| EOY | $27,415,965 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,319,383 | BOYAmt |
| EOY | $55,250,526 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,204,433 | BOYAmt |
| EOY | $59,139,056 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,002,488 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,928,655 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $24,384,963 | BeginningYearBalanceAmt |
| Contributions | $5,138,500 | ContributionsAmt |
| Investment Earnings Or Losses | $7,989,506 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,464,919 | OtherExpendituresAmt |
| End Year Balance | $36,048,050 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,922,835 | BeginningYearBalanceAmt |
| Contributions | $572,830 | ContributionsAmt |
| Investment Earnings Or Losses | $163,605 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,274,307 | OtherExpendituresAmt |
| End Year Balance | $24,384,963 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,404,626 | BeginningYearBalanceAmt |
| Contributions | $753,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,364,592 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,870,698 | OtherExpendituresAmt |
| End Year Balance | $24,922,836 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,068,878 | BeginningYearBalanceAmt |
| Contributions | $781,575 | ContributionsAmt |
| Investment Earnings Or Losses | $8,584,591 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,030,418 | OtherExpendituresAmt |
| End Year Balance | $34,404,626 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,898,033 | BeginningYearBalanceAmt |
| Contributions | $262,300 | ContributionsAmt |
| Investment Earnings Or Losses | $1,862,762 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $954,217 | OtherExpendituresAmt |
| End Year Balance | $26,068,878 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29893 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70107 | 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 | $923,573 | OtherCostOrOtherBasisAmt |
| Book Value | $923,573 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,317,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,203,915 | DepreciationAmt |
| Book Value | $12,113,846 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,520,895 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,705,045 | DepreciationAmt |
| Book Value | $815,850 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,283 | OtherCostOrOtherBasisAmt |
| Book Value | $78,283 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,931,552 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $22,011,711 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,928,655 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$843,495 | OtherRevenueAmt |
| Revenue Not Reported | $3,085,160 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,926,551 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $121,855 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$89,781 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $32,074 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,958,625 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,080,568 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $89,781 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $89,781 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,990,787 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $121,855 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $843,495 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $965,350 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,956,137 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ACADEMY'S ENDOWMENT CONSISTS OF NUMEROUS FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE ACADEMY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR A MAXIMUM OF 4.5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PREVIOUS 12 QUARTERS. IN ESTABLISHING THIS POLICY, THE ACADEMY CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE ACADEMY EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW IN EXCESS OF THE AVERAGE RATE OF INFLATION. THIS IS CONSISTENT WITH THE ACADEMY'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS -843,495. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COSTS OF GOODS SOLD -89,781. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COSTS OF GOODS SOLD 89,781. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 843,495. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | PUBLISHED ANNUALLY IN LOCAL NEWSPAPER AND INCLUDED ON WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPECIAL EVENTS | Event1Nm |
| Gross Receipts Event1 | $425,794 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $395,976 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,818 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $171,344 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $425,794 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $395,976 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,818 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $171,344 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $171,344 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$141,526 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $75,030 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $28,748 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $75,030 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $28,748 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $28,748 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $46,282 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | TX | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | FUNDRAISING EVENT | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Individual With Books | EMILY ITURBE | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 EAST FRENCH PLACE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | EMILY ITURBE | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | VOLUNTEER COORDINATION AND OTHER LOGISTICS | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
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 | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 50 | RecipientCnt |
| Cash Grant | $843,495 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IT IS EXPECTED THAT SCHOLARS SCORE A "B" AVERAGE OR HIGHER IN ALL COURSES, MAINTAIN A RECORD OF GOOD CONDUCT, AND PARTICIPATE IN AT LEAST TWO EXTRACURRICULAR ACTIVITIES EACH YEAR IN ORDER TO MAINTAIN THEIR SCHOLARSHIPS. THESE EXPECTATIONS ARE MONITORED BY THE SCHOLARSHIP COMMITTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL QUICK | ||||||||||||||
| HEADMASTER | $279,021 | $0 | $0 | $0 | $0 | $0 | $17,878 | $0 | $9,521 | $0 | $306,420 | $0 | $0 | $0 |
| RICHARD L DELANO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $150,832 | $0 | $0 | $0 | $0 | $0 | $10,675 | $0 | $9,521 | $0 | $171,028 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TRAVEL WITH COMPANION IS REQUIRED BY ACCREDITING ORGANIZATION INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST (ISAS) FOR THE ANNUAL HEADS MEETING. DISCRETIONARY SPENDING ACCOUNT IS NOT PERSONAL BUT FOR UNBUDGETED ITEMS THAT THE HEAD FEELS IS NECESSARY FOR OUR STUDENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION | SAN ANTONIO ACADEMY OF TEXAS 117 EAST FRENCH PLACE SAN ANTONIO, TX 78212 EMPLOYER IDENTIFICATION NUMBER: 74-0878670 FOR THE YEAR ENDING MAY 31, 2024 SAN ANTONIO ACADEMY OF TEXAS IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOLLOWING CHANGES WERE MADE TO THE BYLAWS: ARTICLE 5.2 - CHANGES TO THE SPECIFIC DUTIES OF THE BOARD. ARTICLE 5.3 - CHANGES TO MAXIMUM NUMBER OF TRUSTEES. ARTICLE 5.6 - ALLOW A TRUSTEE ELECTED TO SERVE AS A TRUSTEE-OFFICER TO SERVE AN ADDITIONAL TERM BEYOND TERM LIMIT. ALSO, REMOVING PAST CHAIR TO SERVE AN ADDITIONAL TERM. ARTICLE 5.7 - INCLUDING PAST CHAIR AS AN EX-OFFICIO TRUSTEE. ARTICLE 8.1 & 8.6 - REMOVE REQUIREMENT OF A TREASURER, ALLOW FOR BOARD DISCRETION ON APPOINTING A TREASURER AND OTHER OFFICERS. ARTICLE 8.3 - GIVE THE CHAIR AUTHORITY TO SIGN DOCUMENTS AUTHORIZED BY THE BOARD. ARTICLE 8.5 - ADDITIONAL DUTIES GIVEN TO SECRETARY. ARTICLE 8.7 - SPECIFY DUTIES OF THE HEAD OF SCHOOL AND GRANTS THAT AUTHORITY WITHOUT REQUIRING BOARD ACTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS THOROUGHLY REVIEWED BY THE CFO. IT IS THEN PRESENTED TO THE FINANCE COMMITTEE AND FINALLY, REVIEWED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ACADEMY HAS A CONFLICT OF INTEREST POLICY THAT REQUIRES COVERED MEMBERS TO NOTIFY THE BOARD OF TRUSTEES OR MANAGEMENT OF POTENTIAL CONFLICTS WHEN THEY EXIST SO THAT PROPER RESOLUTION CAN BE PROVIDED. THE POLICY IS REVIEWED ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ACADEMY STRIVES TO BE COMPETITIVE WITH SALARIES FOR FACULTY AND STAFF. MANAGEMENT COMPARES SALARY RATES WITH STATISTICS PUBLISHED BY THE ACCREDITING ORGANIZATION INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST (ISAS) AND WITH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). |
| FORM 990, PART VI, SECTION C, LINE 19 | A COPY IS MAINTAINED IN THE MAIN ADMINISTRATION OFFICE AND IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION B | RESPONSES TO POLICY QUESTIONS ON LINES 11A THGROUGH 14 ALSO APPLY TO DISREGARDED RELATED ENTITY MIV 2200, LLC [MIV]. MIV DOES NOT HAVE EMPLOYEES, THUS LINES 15A AND 15B DO NOT APPLY. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIV 2200 LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 E FRENCH PL | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 824972087 | EIN |
| Primary Activities | TO HOLD AND MAINTAIN PROPERTY AT 2200 MCCULLOUGH AVENUE | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $1,011,806 | TotalIncomeAmt |
| End Of Year Assets | $1,057 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN ANTONIO ACADEMY OF TEXAS | BusinessNameLine1Txt |