THE STONEHAVEN SCHOOL INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE STONEHAVEN SCHOOL INC (EIN 20-1108972)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-09
- IRS object ID
- 202501299349301420
- 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 L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T09:35:28-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263410286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allison Hooks CPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1246 Concord Road Suite A101 | AddressLine1Txt |
| City | Smyrna | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201108972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STONEHAVEN SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1480 JOYNER AVENUE | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stu Harvey | PersonNm |
| Person Title | Board Chair | PersonTitleTxt |
| Phone | 7708748885 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Allison Hooks CPA | PreparerPersonNm |
| PTIN | P00434079 | PTIN |
| Phone | 7704366344 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| 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 | BRETT EDWARDS | PrincipalOfficerNm |
| Gross Receipts | $5,418,704 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STONEHAVENSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | The Stonehaven School exists to glorify God by cultivating truth, goodness, and beauty in students through a distinctly Christ-centered classical education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 69 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $356,575 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,106,636 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,499,288 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,240,561 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,309 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,232 | CYInvestmentIncomeAmt |
| PY Other Revenue | $46,851 | PYOtherRevenueAmt |
| CY Other Revenue | $38,275 | CYOtherRevenueAmt |
| PY Total Revenue | $3,908,023 | PYTotalRevenueAmt |
| CY Total Revenue | $5,418,704 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $883,094 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,005,880 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,794,344 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,207,886 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $31,722 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $33,700 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $213,009 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $870,644 | PYOtherExpensesAmt |
| CY Other Expenses | $1,119,839 | CYOtherExpensesAmt |
| PY Total Expenses | $3,579,804 | PYTotalExpensesAmt |
| CY Total Expenses | $4,367,305 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $328,219 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,051,399 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,794,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,819,904 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,265,653 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,239,533 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,528,993 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,580,371 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Stonehaven School exists to glorify God by cultivating truth, goodness, and beauty in students through a distinctly Christ-centered classical education. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,549,167 | ExpenseAmt |
| Grant | $1,005,880 | GrantAmt |
| Revenue | $4,240,561 | RevenueAmt |
| Desc | The school taught educational programs to students through the classical method. The education is based on the christian worldview and is taught in all core subjects such as literature, writing, grammar, mathematics, Bible, history, foreign language, spelling, and enrichment activities such as music, chorus, art, nature studies, practicums, and physical education. Stonehaven seeks to glorify God through truth, goodness, and beauty in a distinctly Christ-centered education. | Desc |
| Total Program Service Expenses | $3,549,167 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 69 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT EDWARDS | PersonNm |
| Phone | 7708748885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1480 JOYNER AVENUE | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30060 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| BRETT EDWARDS | |||||||
| HEAD OF SCHOOL | 40.00 | 0.00 | Yes (X) | $134,000 | $0 | $38,300 | |
| CHRISTY WINSTON | |||||||
| BOARD MEMBER | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LOVELL WHITE | |||||||
| BOARD MEMBER | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CRAIG ANDERSON | |||||||
| BOARD MEMBER | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BRAD RESPESS | |||||||
| BOARD MEMBER | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAN MARKS | |||||||
| BOARD MEMBER | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| STUART HARVEY | |||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRAD OST | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDY WILKINSON | |||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARLES HOFFMAN | |||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $134,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,300 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $185,571 | FundraisingAmt |
| All Other Contributions | $921,065 | AllOtherContributionsAmt |
| Total Contributions | $1,106,636 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Gross Tuition | 611600 | $3,796,170 | $3,796,170 |
| Admission Fees | 611600 | $19,835 | $19,835 |
| Scholarship Income | 611600 | $248,610 | $248,610 |
| School Activities | 611600 | $110,749 | $110,749 |
| Athletics | 611600 | $65,197 | $65,197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,240,561 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,232 | TotalRevenueColumnAmt |
| Exclusion | $33,232 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,275 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,275 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,275 | TotalRevenueColumnAmt |
| Exclusion | $38,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $185,571 | ContriRptFundraisingEventAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,418,704 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,240,561 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $71,507 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005,880 | TotalAmt |
| Program Services | $1,005,880 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,000 | TotalAmt |
| Program Services | $107,200 | ProgramServicesAmt |
| Management And General | $25,460 | ManagementAndGeneralAmt |
| Fundraising | $1,340 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,842,275 | TotalAmt |
| Program Services | $1,592,307 | ProgramServicesAmt |
| Management And General | $212,635 | ManagementAndGeneralAmt |
| Fundraising | $37,333 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,177 | TotalAmt |
| Program Services | $23,342 | ProgramServicesAmt |
| Management And General | $5,544 | ManagementAndGeneralAmt |
| Fundraising | $291 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,649 | TotalAmt |
| Program Services | $43,719 | ProgramServicesAmt |
| Management And General | $10,383 | ManagementAndGeneralAmt |
| Fundraising | $547 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,785 | TotalAmt |
| Program Services | $118,228 | ProgramServicesAmt |
| Management And General | $28,079 | ManagementAndGeneralAmt |
| Fundraising | $1,478 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,950 | TotalAmt |
| Management And General | $5,950 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,659 | TotalAmt |
| Management And General | $7,659 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,700 | TotalAmt |
| Fundraising | $33,700 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,912 | TotalAmt |
| Management And General | $2,912 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,925 | TotalAmt |
| Program Services | $1,920 | ProgramServicesAmt |
| Management And General | $4,005 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,523 | TotalAmt |
| Management And General | $10,523 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,340 | TotalAmt |
| Program Services | $30,810 | ProgramServicesAmt |
| Management And General | $1,530 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,455 | TotalAmt |
| Program Services | $65,455 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,526 | TotalAmt |
| Management And General | $79,526 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,048 | TotalAmt |
| Program Services | $97,191 | ProgramServicesAmt |
| Management And General | $857 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,211 | TotalAmt |
| Management And General | $33,211 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Field Trips | $66,475 | $66,475 |
| Curriculum and Library | $75,137 | $75,137 |
| Athletic and Enrichment | $117,265 | $117,265 |
| Professional Development | $25,763 | $25,763 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,650 | TotalAmt |
| Program Services | $178,475 | ProgramServicesAmt |
| Management And General | $176,855 | ManagementAndGeneralAmt |
| Fundraising | $138,320 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,367,305 | TotalAmt |
| Program Services | $3,549,167 | ProgramServicesAmt |
| Management And General | $605,129 | ManagementAndGeneralAmt |
| Fundraising | $213,009 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,629 | BOYAmt |
| EOY | $207,793 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,533 | BOYAmt |
| EOY | $105,317 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,194 | BOYAmt |
| EOY | $32,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,328,952 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $298,542 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,803,259 | BOYAmt |
| EOY | $4,030,410 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,077 | BOYAmt |
| EOY | $1,372,661 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,195 | BOYAmt |
| EOY | $22,338 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,759 | BOYAmt |
| EOY | $48,711 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,794,646 | BOYAmt |
| EOY | $5,819,904 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,545 | BOYAmt |
| EOY | $91,247 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,266 | BOYAmt |
| EOY | $245,688 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,965,842 | BOYAmt |
| EOY | $1,902,598 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,265,653 | BOYAmt |
| EOY | $2,239,533 | 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 | $70,850 | BOYAmt |
| EOY | $850,811 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,458,143 | BOYAmt |
| EOY | $2,729,560 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,528,993 | BOYAmt |
| EOY | $3,580,371 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,794,646 | BOYAmt |
| EOY | $5,819,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,051,399 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$21 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,104,534 | OtherCostOrOtherBasisAmt |
| Book Value | $1,104,534 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,130,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $167,792 | DepreciationAmt |
| Book Value | $1,962,275 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,006,160 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,493 | DepreciationAmt |
| Book Value | $918,667 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,791 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,243 | DepreciationAmt |
| Book Value | $40,548 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,014 | DepreciationAmt |
| Book Value | $4,386 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,030,410 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LPL Financial | Desc |
| Book Value | $1,372,661 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,372,661 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $4,412,824 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $4,412,824 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,005,880 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,005,880 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,418,704 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,267,297 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,267,297 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,100,008 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,100,008 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,367,305 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other revenues included on Form 990 (Part XI, line 4b) | Audited financials reduced gross revenue by discounted tuition ($75,720) and indexed tuition ($930,160). The 990 reflects these amounts as expenses. |
| Other expenses included on Form 990 (Part XII, line 4b) | Audited financials use discounted tuition ($75,720) and indexed tuition ($930,160) as a reduction of income while the 990 shows this as an expense. Audited financials did not include capital campaign expenses ($94,129); these are shown on the 990 as expenses. There is also a rounding difference of $1. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Description of nondiscriminatory policy (Question 3) | FormAndLineReferenceDesc |
| Explanation | The school meets the third exception to publishing its nondiscriminatory policy by drawing from the local community and enrolling students of racial minority groups in meaningful numbers. The Stonehaven School makes no distinction concerning an individuals race, color, or ethnic background because the school acknowledges that all persons are created in Gods image (Genesis 1:27), and He makes no such distinctions (Galatians 3:28) in His redemptive plan for mankind. The school publishes this statement on its website and in distributed materials. The school is seeking to update their website so this text is unavoidable and displayed natively on its homepage. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOOSTER ENTERPRISES INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10400 OLD ALABAMA CONN STE 400 | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Annual Fun Run | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $96,983 | GrossReceiptsAmt |
| Retained By Contractor | $31,485 | RetainedByContractorAmt |
| Net To Organization | $65,498 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $96,983 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $31,485 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $65,498 | TotalNetToOrganizationAmt |
| Licensed States | GA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $83,777 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $63,062 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,715 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,010 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $16,945 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $19,159 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,100 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,977 | OtherDirectExpensesEvent1Amt |
| Event2 | Boosterthon | Event2Nm |
| Gross Receipts Event2 | $96,983 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $96,983 | CharitableContriEvent2Amt |
| Non Cash Prizes Event2 | $1,915 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $300 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $31,485 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $180,760 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $160,045 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $20,715 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,925 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,245 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $19,159 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,100 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $33,462 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $77,891 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$57,176 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Financial aid for tuition and fees by reduction of balance due | 127 | $930,160 | Cost |
| Employee retention tuition discounts | 5 | $75,720 | Cost |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring procedures (Part I, line 2) | FormAndLineReferenceDesc |
| Explanation | The school participates in the Georgia GOAL Scholarship Program and Arete Scholars Scholarship Program, whereby funding is received and administered in compliance with the student scholarship organizations requirements. The school gives scholarships to student families on the basis of financial needs and utilizes the FACTS Application process for all applicants. Once applicants submit a FACTS application, scholarships are determined using an indexed tuition approach. Scholarships are applied directly to the families accounts against their tuition balances. All applicants are required to re-apply annually to accurately assess the financial needs. No cash changes hands. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT EDWARDS | PersonNm |
| Title | HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $134,000 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $38,300 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $172,300 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $38,300 | CashGrantAmt |
| Type Of Assistance | REDUCED TUITION | TypeOfAssistanceTxt |
| Assistance Purpose | ASSISTANCE WITH TUITION | AssistancePurposeTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Governing body decisions Part VI line 7b | Copies of Form 990 are available at the schools office upon request and on www.guidestar.org. Any other governing documents required to be made available to the public are available upon request to the board secretary. |
| Form 990 governing body review Part VI line 11 | The Form 990 is prepared by a CPA and provided to the schools leadership for detail review. After leadership has detail reviewed the complete 990, a copy is then provided to the full board for review and approval before the return is filed. The board does not receive a copy of Schedule B in its review for privacy purposes. |
| Conflict of interest policy compliance Part VI line 12c | All board members must sign a conflict of interest policy each year. If a conflict of interest is discovered during the year, the board members are expected todisclose the conflict immediately. Time is set aside at the beginning of each board meeting to disclose any conflict. |
| CEO executive director top management comp Part VI line 15a | The Board documents the reviews and salary comparisons they conduct for the Head of School periodically to determine if the pay is fair and in line with comparable schoools. When determining the Head of Schools compensation, the Board references compensation information disclosed on the Form 990 of approximately 16 other comparably-sized independent schools in the state of Georgia for their Head of School. |
| Other officer or key employee compensation Part VI line 15b | The organization does not compensate any other officers or key employees. Therefore, this line was answered no in accordance with the instructions. |
| Governing documents etc available to public Part VI line 19 | All public documents are available upon request. |
| Explanation of other changes in net assets or fund balances Part XI line 9 | Rounding difference |
| List of other expenses Part IX line 24e | See overflow statement for list of other expenses. |