WESTMINSTER SCHOOLS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER SCHOOLS INC (EIN 58-0566206)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-05-15
- IRS object ID
- 202501359349305005
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T09:57:08-05:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PKWY SE STE 1700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303395946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTMINSTER SCHOOLS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4043558673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTOINETTE M BOYD | PersonNm |
| Person Title | TREASURER/CFO/COO | PersonTitleTxt |
| Phone | 4043558673 | PhoneNum |
| Signature | 2025-05-08 | 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 | MARY JO ALEXANDER | PreparerPersonNm |
| PTIN | P00002534 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2025-05-08 | 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 | KEITH A EVANS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,615,133 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTMINSTER.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | WESTMINSTER IS A CHRISTIAN, INDEPENDENT DAY SCHOOL SERVING INTELLECTUALLY MOITVATED, CURIOUS STUDENTS WHO BRING DIVERSE GIFTS TO THE COMMUNITY. THE SCHOOL ASPIRES TO PROVIDE AN EXCEPTIONAL STUDENT EXPERIENCE FOCUSED ON THE PURSUIT OF ACADEMIC AND PERSONAL EXCELLENCE. WESTMINSTER STRIVES TO BE AN INCLUSIVE COMMUNITY, UPHOLDING THE DIGNITY OF ALL PEOPLE AS THE ESSENTIAL EXPRESSION OF OUR CHARACTER AS A CHRISTIAN SCHOOL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 843 | TotalEmployeeCnt |
| Total Volunteers | 625 | TotalVolunteersCnt |
| Total Gross UBI | $935,830 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $18,748 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,861,563 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,300,812 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $66,647,878 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,256,927 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,569,946 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,131,154 | CYInvestmentIncomeAmt |
| PY Other Revenue | $655,615 | PYOtherRevenueAmt |
| CY Other Revenue | $934,238 | CYOtherRevenueAmt |
| PY Total Revenue | $97,735,002 | PYTotalRevenueAmt |
| CY Total Revenue | $88,623,131 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,474,784 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,787,749 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $52,952,655 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $56,156,245 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $179,855 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $107,404 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,162,951 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,747,536 | PYOtherExpensesAmt |
| CY Other Expenses | $37,628,342 | CYOtherExpensesAmt |
| PY Total Expenses | $97,354,830 | PYTotalExpensesAmt |
| CY Total Expenses | $100,679,740 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $380,172 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$12,056,609 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $659,561,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $670,872,621 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $247,288,353 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $250,017,390 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $412,273,432 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $420,855,231 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMINSTER IS A CHRISTIAN, INDEPENDENT DAY SCHOOL SERVING INTELLECTUALLY MOTIVATED, CURIOUS STUDENTS WHO BRING DIVERSE GIFTS TO THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $85,095,453 | ExpenseAmt |
| Grant | $6,787,749 | GrantAmt |
| Revenue | $66,788,572 | RevenueAmt |
| Desc | WESTMINSTER IS A CHRISTIAN, INDEPENDENT DAY SCHOOL SERVING INTELLECTUALLY MOTIVATED, CURIOUS STUDENTS WHO BRING DIVERSE GIFTS TO THE COMMUNITY. ELEMENTARY & SECONDARY EDUCATION, GENERAL ORDER: THE SCHOOL ENROLLED 1881 STUDENTS IN THE YEAR ENDED JULY 31, 2024 WITH 43% MINORITY ENROLLMENT. LOW CLASS SIZE ENCOURAGES ACADEMIC ACHIEVEMENTS REFLECTED BY STUDENTS' ACCOMPLISHMENTS INCLUDING 28 NATIONAL MERIT FINALISTS, 29 SEMIFINALISTS AND 28 COMMENDED STUDENTS. THE MOST RECENT SAT RANGE FOR THE MIDDLE 50% OF THE SENIOR CLASS WAS 1300-1520. THE SCHOOL'S FACULTY, WITH 199 ADVANCED DEGREES, REPRESENTS AN INTEGRAL COMPONENT OF EACH STUDENT'S EDUCATION. WESTMINSTER'S STUDENTS' INTERESTS EXTEND BEYOND ACADEMICS, AND INCLUDE ATHLETIC PURSUITS, ARTISTIC ACCOMPLISHMENTS, AND COMMUNITY SERVICE. IN THE 2023-2024 SCHOOL YEAR, THE SCHOOL WON 7 STATE CHAMPIONSHIPS IN ATHLETIC COMPETITIONS, WITH 77.6% OF UPPER SCHOOL AND MIDDLE SCHOOL STUDENTS INVOLVED IN ATHLETIC ACTIVITIES. THE ARTS ARE HISTORICALLY VERY STRONG AT WESTMINSTER. OVER 61% OF STUDENTS IN THE MIDDLE SCHOOL AND 34% OF STUDENTS IN THE UPPER SCHOOL PARTICIPATE IN THE PERFORMING ARTS. THE BAND, ORCHESTRA, AND CHORAL PROGRAMS HAVE A NUMBER OF OFFERINGS IN EACH DIVISION OF THE SCHOOL, AND CONSISTENTLY RECEIVE SUPERIOR RATING IN COMPETITIONS. WESTMINSTER IS DEDICATED TO THE CONCEPT OF COMMUNITY SERVICE AND STUDENTS HAVE A STRONG TRADITION OF INVOLVEMENT IN THEIR SCHOOL AND THE WIDER COMMUNITY. MOST STUDENTS PARTICIPATE IN VOLUNTARY COMMUNITY SERVICE. ALL DIVISIONS OF THE SCHOOL PARTICIPATE IN SERVICE OPPORTUNITIES THROUGHOUT THE SCHOOL YEAR. THROUGH ITS ENDOWMENT, WESTMINSTER HAS BEEN ABLE TO PROVIDE EDUCATIONAL OPPORTUNITIES TO STUDENTS WHO WOULD OTHERWISE NOT BE ABLE TO PARTICIPATE IN PRIVATE EDUCATION. IN THE 2023-2024 SCHOOL YEAR, 10% OF THE STUDENTS RECEIVED NEED-BASED FINANCIAL AID WHICH MADE ATTENDANCE AT WESTMINSTER POSSIBLE. FOOD SERVICES PROVIDES 2,405 LUNCHES EACH DAY FOR STUDENTS, FACULTY AND STAFF, PLUS A NUMBER OF ADDITIONAL MEALS AT EVENTS AT THE SCHOOL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,695,646 | ExpenseAmt |
| Revenue | $3,468,355 | RevenueAmt |
| Desc | STUDENT SERVICE PROGRAMS: WESTMINSTER AUXILIARY ENTERPRISES PROVIDE PROGRAMS AND SERVICES WHICH AUGMENT THE SCHOOL'S EDUCATIONAL OBJECTIVES. WESTMINSTER'S SUMMER PROGRAMS OFFER A WIDE VARIETY OF OPPORTUNITIES THROUGH ITS 25 IN-PERSON CAMP OFFERINGS TO 2545 WESTMINSTER AND NON-WESTMINSTER STUDENTS AGES 4-16. WESTMINSTER ELEMENTARY SCHOOL'S AFTER-SCHOOL PROGRAM, ASK!, SERVICES APPROXIMATELY 261 STUDENTS. STUDENTS MAY CHOOSE TO PARTICIPATE IN MINI-COURSES IN A VARIETY OF SUBJECT AREAS INCLUDING ACADEMICS, ARTS AND ATHLETICS DURING REGULAR PROGRAM HOURS. WESTMINSTER'S NURSERY SERVICES 92 STUDENTS BETWEEN THE AGES OF SIX WEEKS AND FOUR YEARS AND IS AVAILABLE FOR BOTH WESTMINSTER AND NON-WESTMINSTER STUDENTS. THE CURRICULUM IS DESIGNED TO DEVELOP AND SUSTAIN EACH CHILD'S NATURAL CURIOSITY TO INSPIRE A LIFELONG LOVE FOR LEARNING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $87,791,099 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 203 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 843 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM AVERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048013486 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303272428 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| KEITH A EVANS | |||||||||
| PRESIDENT AND CEO/BOARD MEMBER | 55.00 | Yes (X) | Yes (X) | $957,386 | $0 | $115,631 | |||
| ANTOINETTE M BOYD | |||||||||
| TREASURER/CFO/COO | 55.00 | Yes (X) | $433,704 | $0 | $106,479 | ||||
| EMILIE R HENRY | |||||||||
| VP FOR INSTITUTIONAL ADVANCEMENT | 55.00 | $349,066 | $0 | $113,025 | Yes (X) | ||||
| JAMES JUSTICE | |||||||||
| DEAN OF ACADEMICS - CURRICULUM | 55.00 | $200,245 | $0 | $194,726 | Yes (X) | ||||
| DANETTE MORTON | |||||||||
| EXECUTIVE DIRECTOR - CENTER FOR TEACHING | 55.00 | $240,329 | $0 | $97,733 | Yes (X) | ||||
| LAUREN DUPRIEST | |||||||||
| HEAD OF LOWER SCHOOL | 55.00 | $228,152 | $0 | $108,826 | Yes (X) | ||||
| CHANLEY SMALL | |||||||||
| HEAD OF UPPER SCHOOL | 55.00 | $254,583 | $0 | $33,317 | Yes (X) | ||||
| TORREY WILLIAMS | |||||||||
| CHIEF INFORMATION OFFICER | 55.00 | $214,948 | $0 | $53,963 | Yes (X) | ||||
| TIMOTHY DOWNES | |||||||||
| FORMER DIRECTOR OF ATHLETICS | 55.00 | $100,634 | $0 | $42,317 | Yes (X) | ||||
| TINA L JACOBS | |||||||||
| BOARD SECRETARY | 55.00 | Yes (X) | $90,967 | $0 | $26,476 | ||||
| KATHARINE W KELLEY | |||||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ALLISON BOLCH MORAN | |||||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARILYN S BLACK | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH KILCULLEN BLAKE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAVAN T BUNCH | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAHNAZ R CHARANIA | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| J DONALD CHILDRESS | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID CUMMINGS | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| CLARE DRAPER | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL J EGAN | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAND HAGEN | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| F SHEFFIELD HALE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT D HAWKINS | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANGELA HSU | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| IRA JACKSON | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUJA KATARYA | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN S LANIER | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNY POCALYKO LATZ | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANET M LAVINE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID M LOVE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA OLIVETTI MCGAHAN | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD V MCPHAIL III | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| FLOYD C NEWTON III | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT D NOELL | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAHUL PATEL | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| LESLIE PATTERSON | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| NATOSHA REID RICE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOUISE SCOTT SAMS | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY P SMALL JR | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIM TASSOPOULOS | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANA WEEKS UGWONALI | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| D SCOTT WEIMER | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,070,014 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $892,493 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 99 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| J E DUNN CONSTRUCTION COMPANY | |||||
| 1001 LOCUST STREET | KANSAS CITY | MO | 64106 | CONSTRUCTION | $15,645,916 |
| FLIK INDEPENDENT SCHOOLS | |||||
| 2 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | DINING | $4,103,015 |
| ENNEAD ARCHITECTS LLP | |||||
| 1 WORLD TRADE CENTER 40TH FL | NEW YORK | NY | 10007 | CONSTRUCTION | $3,089,474 |
| ZENNITH CONSTRUCTION | |||||
| 620 AVIGNON COURT | SANDY SPRINGS | GA | 30350 | CONSTRUCTION SERVICES & MATERIALS | $1,908,517 |
| BCJ BUILDING SERVICES | |||||
| 1413 WOODMONT LANE NW SUITE A | ATLANTA | GA | 30318 | JANITORIAL SERVICES | $872,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 38 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $12,300,812 | AllOtherContributionsAmt |
| Noncash Contributions | $2,816,135 | NoncashContributionsAmt |
| Total Contributions | $12,300,812 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $66,613,481 | $66,613,481 |
| SUMMER PROGRAMS | 611110 | $1,562,118 | $1,562,118 |
| NURSERY | 624410 | $1,268,227 | $1,268,227 |
| EXTENDED DAY PROGRAMS | 624410 | $638,010 | $638,010 |
| OTHER PROGRAM FEES | 611710 | $175,091 | $175,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,256,927 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,103,278 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $935,830 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,167,448 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,922,434 | TotalRevenueColumnAmt |
| Exclusion | $1,922,434 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $584,767 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $271,335 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $313,432 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $313,432 | TotalRevenueColumnAmt |
| Exclusion | $313,432 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,581,031 | SecuritiesAmt |
| Other | $97,947 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,053,373 | SecuritiesAmt |
| Other | $520,163 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $527,658 | SecuritiesAmt |
| Other | -$422,216 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,442 | TotalRevenueColumnAmt |
| Exclusion | $105,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,388,063 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,147,131 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,932 | TotalRevenueColumnAmt |
| Exclusion | $240,932 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $253,563 | $253,563 |
| CREDIT CARD REBATE | 900099 | $92,299 | $92,299 |
| STUDENT ACCIDENT & OTHER INS | 900099 | $34,012 | $34,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $379,874 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,623,131 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,256,927 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $935,830 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,129,562 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,787,749 | TotalAmt |
| Program Services | $6,787,749 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,240,559 | TotalAmt |
| Management And General | $1,796,661 | ManagementAndGeneralAmt |
| Fundraising | $443,898 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,630 | TotalAmt |
| Program Services | $310,630 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,060,306 | TotalAmt |
| Program Services | $37,026,891 | ProgramServicesAmt |
| Management And General | $2,339,800 | ManagementAndGeneralAmt |
| Fundraising | $1,693,615 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,642,096 | TotalAmt |
| Program Services | $2,400,535 | ProgramServicesAmt |
| Management And General | $128,439 | ManagementAndGeneralAmt |
| Fundraising | $113,122 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,688,574 | TotalAmt |
| Program Services | $6,448,251 | ProgramServicesAmt |
| Fundraising | $240,323 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,214,080 | TotalAmt |
| Program Services | $2,666,795 | ProgramServicesAmt |
| Management And General | $394,615 | ManagementAndGeneralAmt |
| Fundraising | $152,670 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,785 | TotalAmt |
| Program Services | $49,090 | ProgramServicesAmt |
| Management And General | $568,385 | ManagementAndGeneralAmt |
| Fundraising | $310 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,600 | TotalAmt |
| Management And General | $91,600 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,404 | TotalAmt |
| Fundraising | $107,404 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,126 | TotalAmt |
| Management And General | $555,126 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,869,402 | TotalAmt |
| Program Services | $1,260,650 | ProgramServicesAmt |
| Management And General | $514,118 | ManagementAndGeneralAmt |
| Fundraising | $94,634 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,206 | TotalAmt |
| Program Services | $2,921 | ProgramServicesAmt |
| Management And General | $327,165 | ManagementAndGeneralAmt |
| Fundraising | $120 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,282,832 | TotalAmt |
| Program Services | $2,915,421 | ProgramServicesAmt |
| Management And General | $338,761 | ManagementAndGeneralAmt |
| Fundraising | $28,650 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,902,052 | TotalAmt |
| Program Services | $1,286,480 | ProgramServicesAmt |
| Management And General | $608,024 | ManagementAndGeneralAmt |
| Fundraising | $7,548 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,521,242 | TotalAmt |
| Program Services | $1,493,555 | ProgramServicesAmt |
| Management And General | $18,255 | ManagementAndGeneralAmt |
| Fundraising | $9,432 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,030,118 | TotalAmt |
| Program Services | $1,919,138 | ProgramServicesAmt |
| Management And General | $105,334 | ManagementAndGeneralAmt |
| Fundraising | $5,646 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,802,036 | TotalAmt |
| Program Services | $1,278,540 | ProgramServicesAmt |
| Management And General | $303,370 | ManagementAndGeneralAmt |
| Fundraising | $220,126 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,929,582 | TotalAmt |
| Program Services | $3,858,064 | ProgramServicesAmt |
| Management And General | $47,155 | ManagementAndGeneralAmt |
| Fundraising | $24,363 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,564,290 | TotalAmt |
| Program Services | $11,564,072 | ProgramServicesAmt |
| Management And General | $144 | ManagementAndGeneralAmt |
| Fundraising | $74 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,883 | TotalAmt |
| Management And General | $1,018,883 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $3,328,154 | $3,262,032 | $46,559 | $19,563 |
| FOOD | $3,114,240 | $3,108,002 | $6,238 | |
| BAD DEBT EXPENSE | $383,710 | $383,710 | ||
| MEMBERSHIP DUES | $285,698 | $152,283 | $133,348 | $67 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,386 | TotalAmt |
| Fundraising | $1,386 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,679,740 | TotalAmt |
| Program Services | $87,791,099 | ProgramServicesAmt |
| Management And General | $9,725,690 | ManagementAndGeneralAmt |
| Fundraising | $3,162,951 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,226 | BOYAmt |
| EOY | $577,171 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,429,851 | BOYAmt |
| EOY | $42,003,724 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,416,071 | BOYAmt |
| EOY | $24,057,142 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,292,943 | BOYAmt |
| EOY | $1,797,728 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $820,179 | BOYAmt |
| EOY | $748,870 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,666,501 | BOYAmt |
| EOY | $2,201,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $335,544,817 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $134,454,534 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,820,773 | BOYAmt |
| EOY | $201,090,283 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,552,490 | BOYAmt |
| EOY | $114,397,195 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,342,302 | BOYAmt |
| EOY | $281,533,379 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,529,449 | BOYAmt |
| EOY | $2,465,516 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,561,785 | BOYAmt |
| EOY | $670,872,621 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,971,150 | BOYAmt |
| EOY | $12,684,228 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,187,257 | BOYAmt |
| EOY | $46,156,782 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,662,893 | BOYAmt |
| EOY | $190,693,048 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467,053 | BOYAmt |
| EOY | $483,332 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,288,353 | BOYAmt |
| EOY | $250,017,390 | 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 | $193,101,955 | BOYAmt |
| EOY | $202,564,543 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,171,477 | BOYAmt |
| EOY | $218,290,688 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,273,432 | BOYAmt |
| EOY | $420,855,231 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,561,785 | BOYAmt |
| EOY | $670,872,621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$12,056,609 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,878,171 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,760,237 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,526,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,548,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,929,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,861,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,300,812 | CurrentTaxYearAmt |
| Total | $101,167,320 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,526,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,548,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,929,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,861,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,300,812 | CurrentTaxYearAmt |
| Total | $101,167,320 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,875,238 | SubstantialContributorsTotAmt |
| Public Support Total170 | $78,292,082 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $604,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $628,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $632,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,763,111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,610,479 | CurrentTaxYearAmt |
| Total | $11,238,988 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,067,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,110,907 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,535,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $247,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,874 | CurrentTaxYearAmt |
| Total | $4,341,380 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $116,747,688 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $320,439,392 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | BOOKSTORE SALES - 2019 AMOUNT: $ 987,437. 2020 AMOUNT: $ 934,852. 2021 AMOUNT: $ 1,293,065. SNACKBAR SALES - 2019 AMOUNT: $ 80,075. CREDIT CARD REBATE - 2020 AMOUNT: $ 49,620. 2021 AMOUNT: $ 59,668. 2022 AMOUNT: $ 71,673. 2023 AMOUNT: $ 92,299. INSURANCE REFUND - 2020 AMOUNT: $ 43,711. STUDENT ACCIDENT OTHER INS - 2020 AMOUNT: $ 32,705. 2021 AMOUNT: $ 37,597. 2022 AMOUNT: $ 34,092. 2023 AMOUNT: $ 34,012. OTHER REVENUE - 2020 AMOUNT: $ 50,019. 2021 AMOUNT: $ 122,187. 2022 AMOUNT: $ 141,405. 2023 AMOUNT: $ 253,563. TEACHING CONFERENCES - 2021 AMOUNT: $ 23,400. |
| SCHEDULE A, PART II SECTION A | THE WESTMINSTER SCHOOLS ARE COMPLETING SCHEDULE A PART II IN ORDER TO UTILIZE THE SPECIAL RULE ON 990 SCHEDULE B. SCHEDULE B IDENTIFIES THAT THE SPECIAL RULE MAY BE UTILIZED BY ORGANIZATIONS THAT MET THE 33 1/3% SUPPORT TEST AND CHECKED THE BOX ON SCHEDULE A PART II LINE 13, 16A, OR 16B. THE WESTMINSTER SCHOOLS MET THE 33 1/3% SUPPORT TEST FOR THE FISCAL YEAR ENDED JULY 31, 2024 AND HAVE CHECKED THE BOX ON SCHEDULE A PART II LINE 16A. |
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 | $291,416,183 | BeginningYearBalanceAmt |
| Contributions | $2,112,599 | ContributionsAmt |
| Investment Earnings Or Losses | $17,823,706 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,645,706 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,622,188 | OtherExpendituresAmt |
| End Year Balance | $297,084,594 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $299,953,079 | BeginningYearBalanceAmt |
| Contributions | $1,315,203 | ContributionsAmt |
| Investment Earnings Or Losses | $3,602,901 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,434,932 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,020,068 | OtherExpendituresAmt |
| End Year Balance | $291,416,183 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $328,452,369 | BeginningYearBalanceAmt |
| Contributions | $946,961 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,146,251 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,219,174 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,080,826 | OtherExpendituresAmt |
| End Year Balance | $299,953,079 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $260,868,017 | BeginningYearBalanceAmt |
| Contributions | $903,376 | ContributionsAmt |
| Investment Earnings Or Losses | $79,431,038 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,234,778 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,515,284 | OtherExpendituresAmt |
| End Year Balance | $328,452,369 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $272,416,395 | BeginningYearBalanceAmt |
| Contributions | $1,843,161 | ContributionsAmt |
| Investment Earnings Or Losses | $8,849,443 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,105,047 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,135,935 | OtherExpendituresAmt |
| End Year Balance | $260,868,017 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.36000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32000 | 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 | $9,603,561 | OtherCostOrOtherBasisAmt |
| Book Value | $9,603,561 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $195,342,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,867,112 | DepreciationAmt |
| Book Value | $113,475,886 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,808,205 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,223,128 | DepreciationAmt |
| Book Value | $24,585,077 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,698,784 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,083,341 | DepreciationAmt |
| Book Value | $7,615,443 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,091,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,280,953 | DepreciationAmt |
| Book Value | $45,810,316 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $201,090,283 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY FUNDS | $281,486,897 | F |
| REAL ESTATE FUNDS | $46,482 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $281,533,379 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ACCOUNTS | Desc |
| Amt | $483,332 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $483,332 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $102,963,267 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,878,171 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$5,411,222 | OtherRevenueAmt |
| Revenue Not Reported | $13,466,949 | RevenueNotReportedAmt |
| Revenue Subtotal | $89,496,318 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $545,279 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,418,466 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$873,187 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $88,623,131 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $94,381,468 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,418,466 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,418,466 | ExpensesNotReportedAmt |
| Expenses Subtotal | $92,963,002 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $545,279 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $7,171,459 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,716,738 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $100,679,740 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PREEMINENT FUNCTION OF THE WESTMINSTER SCHOOLS ENDOWMENT FUND IS TO PROVIDE FINANCIAL RESOURCES TO HELP UNDERWRITE THE EDUCATIONAL NEEDS OF CURRENT AND FUTURE GENERATIONS OF STUDENTS AND TO ENHANCE THE FINANCIAL WELL-BEING OF THE WESTMINSTER SCHOOLS. |
| PART X, LINE 2: | THE SCHOOL IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE SCHOOL PROVIDES FOR INCOME TAXES BASED ON FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES WHICH ESTABLISHES THE CRITERION THAT AN INDIVIDUAL TAX POSITION HAS TO MEET FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN THE SCHOOL'S FINANCIAL STATEMENTS. THE SCHOOL IS REQUIRED TO DETERMINE THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE TAX POSITION FOLLOWING AN AUDIT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN THE VALUE OF SPLIT INTEREST AGREEMENTS 25,231. FINANCIAL AID EXPENSE TREATED AS CONTRA REVENUE ON FINANCIALS -6,787,749. BAD DEBT CONTRA REVENUE ON PRIOR YEAR PLEDGES -383,710. RECOVERY OF PRIOR YEAR UNCOLLECTIBLE PLEDGES 1,735,006. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BOOKSTORE COGS CONTRA REVENUE -916,322. RENTAL EXPENSES CONTRA REVENUE -271,335. SNACK BAR COS CONTRA REVENUE -230,809. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE COGS RECLASSED TO STATEMENT OF ACTIVITIES 916,322. RENTAL EXPENSE RECLASSED TO STATEMENT OF ACTIVITIES 271,335. SNACK BAR COS RECLASSED TO STATEMENT OF ACTIVITIES 230,809. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE ON PRIOR YEAR PLEDGES 383,710. FINANCIAL AID 6,787,749. |
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 | THE WESTMINSTER SCHOOLS, AN INCLUSIVE EDUCATIONAL AND SPIRITUAL COMMUNITY, EMBRACES AND VALUES THE UNIQUE QUALITIES AND TRAITS OF EACH OF ITS MEMBERS. WE RECOGNIZE THAT AN INFORMED UNDERSTANDING OF ONE'S OWN IDENTITY NOT ONLY CONTRIBUTES TO THE DEVELOPMENT OF A HEALTHY, EMPOWERED YOUNG ADULT BUT ALSO ENHANCES THE LEARNING EXPERIENCE FOR EACH AND EVERY MEMBER OF THE COMMUNITY. CONSEQUENTLY, WE CELEBRATE OUR GROWING DIVERSITY THROUGH PROTECTION AND EXPLORATION OF INDIVIDUAL DIFFERENCE ARTICULATED ALONG A WIDE SPECTRUM THAT INCLUDES, BUT CERTAINLY IS NOT LIMITED TO RACE, CLASS, GENDER, RELIGION, AND SEXUAL ORIENTATION. THE SCHOOL'S NONDISCRIMINATORY POLICY IS INCLUDED IN THE SCHOOL'S WEBSITE (HTTPS://WWW.WESTMINSTER.NET/EQUITY-INCLUSION), PRINTED MATERIAL PROVIDED TO EVERY PROSPECTIVE STUDENT, AND IN ANY LOCAL NEWSPAPER OR NATIONAL MAGAZINE IN WHICH THE SCHOOL PLACES AN ADVERTISEMENT. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | VOICES OF RESILIENCETHIS COURSE WILL EXPLORE THE HISTORY OF THE JEWISH EXPERIENCE AND ANTISEMITISM FROM ANTIQUITY TO THE PRESENT. USING FIRST HAND-ACCOUNTS, LITERATURE, FILM, ART, AND IMMERSIVE TRAVEL, STUDENTS WILL ANALYZE THE ORIGINS, VARIED MANIFESTATIONS, AND PERSISTENCE OF ANTISEMITISM TODAY. STUDENTS WILL EXAMINE THE PSYCHOLOGY OF GROUP DYNAMICS AND THE STRATEGIES THAT LEADERS USE TO APPEAL TO INNATE COGNITIVE BIASES. WE WILL TRAVEL TO THE CZECH REPUBLIC AND POLAND TO VISIT VARIOUS HISTORIC SITES INCLUDING CONCENTRATION CAMPS, MUSEUMS, AND SYNAGOGUES. THROUGHOUT THE COURSE STUDENTS WILL CHRONICLE THEIR LEARNING THROUGH VIDEO JOURNALING WITH THE GOAL OF PRODUCING HIGH-QUALITY DOCUMENTARY FILMS. | $67,053 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | GUATEMALABUILD, CONNECT AND LEARN. THE GUATEMALA GLOBAL EDUCATION PROGRAM OFFERS AN EXPERIENTIAL LEARNING OPPORTUNITY TO DISCOVER TIES BETWEEN THE UNITED STATES AND GUATEMALA, COLLABORATE TO RAISE FUNDS, BUILD NEW HOMES, AND CONNECT WITH THE PEOPLE OF GUATEMALA. PREP WORK WILL COVER GUATEMALAN HISTORY, DEMOGRAPHICS, INCLUDING GEOGRAPHY, LANGUAGES, RELIGION, GOVERNMENT, AND ECONOMICS. IN GUATEMALA, USING MATERIALS PURCHASED THROUGH FUNDRAISING, WESTMINSTER STUDENTS WILL WORK WITH GUATEMALAN FAMILIES AND OUR PARTNER ORGANIZATION, FROM HOUSES TO HOMES, TO BUILD HOUSES, MAKING THEM STRONG, SAFE, CULTURALLY APPROPRIATE, AND AFFORDABLE TO MAINTAIN. THE HOMES ARE PART OF A WIDER ATTEMPT TO CONNECT THE FAMILIES WITH EDUCATIONAL, HEALTHCARE, AND HOUSING OPPORTUNITIES. | $60,048 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | SPAIN: HERE TO THERE ON THE CAMINO DE SANTIAGOSTUDENTS WILL WALK THE FINAL 100 MILES OF THE WAY OF SAINT JAMES, A CENTURIES-OLD PILGRIMAGE ACROSS NORTHERN SPAIN. ALONG THE WAY, PARTICIPANTS WILL CONNECT WITH PILGRIMS FROM AROUND THE WORLD, REFLECT ON THEIR OWN THOUGHTS ABOUT LIFE, AND ENJOY CONVERSATIONS SURROUNDED BY THE BEAUTY OF THE CAMINO. THERE IS NO LANGUAGE REQUIREMENT FOR THE CAMINO DE SANTIAGO COURSE. HOWEVER, PARTICIPANTS MUST BE PHYSICALLY, MENTALLY AND EMOTIONALLY HEALTHY. STUDENTS SHOULD BE ABLE TO WALK UP TO 15 MILES PER DAY WITH A SMALL BACKPACK AS THEY MAKE THE PILGRIMAGE TO THE HISTORIC TOWN OF SANTIAGO DE COMPOSTELA. | $48,912 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | PROGRAM SERVICES | MT. KENYA EXCHANGE. SEE PART V FOR FULL DESCRIPTION. | $52,496 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | APOSTLES TO ALTARS - GREECESTUDENTS WILL GET A FOUNDATION IN UNDERSTANDING THE GEOGRAPHIC AND ARCHEOLOGICAL CONTEXTS OF THE NARRATIVES IN THE BIBLE WITH A FILMMAKING COMPONENT TO ALLOW THESE LESSONS TO BE SHARED WITH ALL OUR STUDENTS. STUDENTS WILL BE REQUIRED TO LEARN THE HISTORICAL, GEOGRAPHIC, AND ARCHAEOLOGICAL BACKGROUND ASSOCIATED WITH THE TEXT; DEVELOP SCRIPTS FOR THE FILMS; LEARN FILMING TECHNIQUES; TRAVEL TO THE BIBLICAL SITES IN GREECE; FILM THEIR DOCUMENTARIES; AND EDIT VIDEO TO PRODUCE HIGH-QUALITY DOCUMENTARIES. AFTER COMPLETION OF THE FILMS, THESE FINAL PROJECTS WILL BE OFFERED FOR USE BY THE BIBLE DEPARTMENT IN THE OLD AND NEW TESTAMENT COURSES. | $66,406 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | PICTURA ROMANATHIS GLOBAL PROGRAMS CULTURAL HISTORY LANGUAGE COURSE, OPEN TO 10TH-12TH STUDENTS CURRENTLY ENROLLED IN LATIN, INVESTIGATES THE LEGACY OF ANCIENT PAINTING IN ROME THROUGH AN INTERDISCIPLINARY EXAMINATION OF THE TEXTUAL, VISUAL, AND MATERIAL EVIDENCE FROM ANTIQUITY AND THE RENAISSANCE. STUDENTS WILL TRANSLATE LATIN ANECDOTES FROM PLINY THE ELDER'S NATURALIS HISTORIA IN ORDER TO EVALUATE THE PRODUCTION, AESTHETICS, AND DISPLAY OF PAINTING IN THE ANCIENT CITY. IN ROME, STUDENTS WILL CONTEMPLATE THE IMPACT AND RECEPTION OF THESE ANCIENT PAINTINGS AND TEXTS ON THE VISUAL CULTURE OF THE RENAISSANCE THROUGH CLOSE ENGAGEMENT WITH THE FRESCOES ON VIEW IN MUSEUMS, ANCIENT ARCHAEOLOGICAL SITES, AND RENAISSANCE VILLAS. FOR OUR FINAL PRODUCT, STUDENTS WILL CARRY OUT THE COMPLETION OF A COLLABORATIVE, ONLINE, DIGITAL HUMANITIES RESOURCE THAT SYNTHESIZES A DIALOGUE OF EVIDENCE IN ORDER TO SHED NEW LIGHT ON AGE-OLD ISSUES OF PAINTED IMAGES AND HOW WE INTERACT WITH THEM. | $35,157 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | ENSEMBLE TRIP TO GERMANYTHE WESTMINSTER ENSEMBLE SPRING BREAK PERFORMANCE TOUR HAS A RICH AND DISTINGUISHED TRADITION OF PROVIDING STUDENT-SINGERS WITH ONCE-IN-A-LIFETIME OPPORTUNITIES TO PERFORM IN AND EXPLORE SOME OF THE WORLD'S MOST BEAUTIFUL, HISTORIC, AND SACRED PLACES. EVERY YEAR, A WESTERN EUROPEAN DESTINATION IS CHOSEN FOR MUSICAL AND CULTURAL REASONS. STUDENTS SING IN THE GREAT SPACES THAT HAVE INSPIRED CENTURIES OF CHORAL MUSIC, INCLUDING: NOTRE DAME CATHEDRAL, MONTSERRAT ABBEY IN CATALONIA, SALZBURG CATHEDRAL, BATH ABBEY IN ENGLAND, AND ST. THOMAS CHURCH IN LEIPZIG. | $163,481 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | MARINE BIOLOGY (BELIZE). SEE PART V FOR FULL DESCRIPTION. | $90,674 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | FRANCE EXCHANGE PROGRAMTHE PROGRAM STARTS WITH A FAMILY STAY IN STRASBOURG, A DYNAMIC ALSATIAN CITY KNOWN FOR ITS COMPLEX HISTORY WITH GERMANY. WHILE HERE THE STUDENTS WILL TAKE SHORT FRENCH CLASSES TAILORED FOR THEM, AND VISIT VARIOUS CULTURAL AND HISTORICAL SPOTS. FROM STRASBOURG THE GROUP TRAVELS BY TRAIN TO THE SOUTH OF FRANCE WHERE WE'LL VISIT HISTORICAL ROMAN ARCHITECTURE AND AQUEDUCTS (NMES & ORANGE) AND THE ANCIENT PAPAL CITY (AVIGNON). LASTLY, WE WILL HEAD TO PARIS TO VISIT THE WELL-KNOWN ATTRACTIONS: (LA TOUR EIFFEL, LE LOUVRE, NOTRE DAME) AS WELL AS PLACE DE VOSGES, HOME OF THE GREAT WRITER VICTOR HUGO (LES MISRABLES). | $71,999 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICES | ARGENTINA EXCHANGE PROGRAM"ARGENTINA: STORIES OF EL SUR" IS A FAST-PACED AND IMMERSIVE SUMMER ACADEMIC COURSE, EARNING STUDENTS HALF A CREDIT. CURRENT STUDENTS IN SPANISH III OR ABOVE MAY APPLY, AND SELECTION IS DETERMINED BY BOTH APPLICATION AND INTERVIEW. THE GOAL OF THE COURSE IS TO PRACTICE AND IMPROVE COMPETENCY IN SPANISH IN ALL MODES (WRITING, SPEAKING, READING, LISTENING) WHILE ALSO INTRODUCING STUDENTS TO THE VIBRANT CULTURE OF ARGENTINA, LAND OF "EL SUR." STUDENTS WILL BE EXPECTED TO REFLECT IN WRITING DAILY AS THEY TRAVEL THROUGH BUENOS AIRES, THE ARGENTINE CAMPO, AND FINALLY TO THE COASTAL CITY OF MAR DEL PLATA WHERE THEY WILL STAY WITH HOST FAMILIES ORGANIZED BY OUR PARTNER SCHOOL, HOLY TRINITY COLLEGE, ATTENDING CLASSES AS PART OF OUR MUTUAL EXCHANGE. APPLY TO JOIN A RICH TRADITION OF WESTMINSTER STUDENTS WHO FELL IN LOVE WITH ARGENTINA! | $56,300 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | ICELANDIN THIS COURSE, WE WILL EXPLORE THE STUNNING NATURE OF ICELAND AND THE RESOURCES THE PEOPLE OF ICELAND DERIVE FROM NATURE. WE WILL LOOK AT SUSTAINABILITY FROM ENVIRONMENTAL, SOCIAL, ECONOMIC AND TECHNOLOGICAL PERSPECTIVES. BY EXPERIENCING EXAMPLES OF RENEWABLE ENERGY, CARBON SEQUESTRATION, AND GREEN AND SOCIAL ENTERPRISES, WE WILL LEARN FIRSTHAND ABOUT SUSTAINABLE INNOVATIONS AND THE SOCIAL, ECONOMIC AND ENVIRONMENTAL BENEFITS THEY CAN BRING. STUDENTS WILL INVESTIGATE THESE EXAMPLES IN THEIR COURSEWORK, INCLUDING A DEEP INVESTIGATION OF ONE TOPIC OF THEIR CHOICE WHICH THEY WILL REPORT ON IN THEIR FINAL PROJECT. AS WE EXPLORE SUSTAINABILITY IN ICELAND, WE WILL VISIT THE NATURAL WONDERS THAT ARE THE SOURCES OF ICELAND'S NATURAL RESOURCES, INCLUDING VOLCANOES, GLACIERS, FJORDS, GEOTHERMAL FIELDS, THE HIGHLANDS, BLACK SAND BEACHES, HOT SPRINGS AND WATERFALLS. | $55,100 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | SPAIN, MIDDLE SCHOOLIN VALENCIA, SPAIN, STUDENTS EXPAND THEIR HORIZONS AND INCREASE SPANISH LANGUAGE PROFICIENCY AS THEY BECOME FULLY IMMERSED IN THE AUTHENTIC SPANISH CULTURE. THE PROGRAM RUNS IN FOUR DIFFERENT LOCATIONS IN THE VALENCIA REGION, PROVIDING STUDENTS WITH A WEALTH OF EXPERIENCES AND DIVERSE PERSPECTIVES. THROUGH CULTURAL ACTIVITIES, LOCAL EXCURSIONS, AND A HOMESTAY COMPONENT WITH A SCHOOL CLASSMATE FROM SEMINARIO SEGORBE, OUR PARTNER EXCHANGE SCHOOL, STUDENTS EXPERIENCE LIVING AS A SPANIARD. THE PROGRAM STRIVES TO EMPOWER STUDENTS TO ENHANCE THEIR LEADERSHIP SKILLS AND ENTREPRENEURIAL SPIRIT; THEY ARE GIVEN FREE REIN TO DESIGN, MAKE, AND INNOVATE THROUGH HANDS-ON LEARNING WITH RENOWNED EXPERTS THAT SPARK THEIR CURIOSITY AND MEET THEIR INTERESTS. IN ADDITION, EXPOSURE TO LOCAL BUSINESSES AND SPANISH-FOUNDED CORPORATIONS WILL HELP STUDENTS CONNECT THE DOTS REGARDING LOCAL AND GLOBAL IMPACT. | $81,901 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | ITALY, MIDDLE SCHOOLSTUDENTS WILL SEE THE ANCIENT ROMAN WORLD COME ALIVE THROUGH THE EXPLORATION OF ROME AND POMPEII. VISITING ARCHAEOLOGICAL SITES AROUND POMPEII, WE WILL STUDY THE ANCIENT CITIES WHICH WERE DESTROYED AND PRESERVED BY THE ERUPTION OF MT. VESUVIUS. STROLLING THROUGH ROME, THE ETERNAL CITY, STUDENTS WILL WALK IN THE FOOTSTEPS OF ROMANS--ANCIENT AND MODERN. STUDENTS WILL EXPERIENCE THE LATIN CURRICULUM UP CLOSE THROUGH ARTIFACTS, ART, AND PLACES. BY EXPLORING THE MODERN CITY, WE WILL ALSO UNDERSTAND HOW THE PAST INFLUENCES THE PRESENT AND HOW INTERPRETATIONS OF HISTORY CAN CHANGE THROUGH TIME. STUDENTS WILL GROW IN THEIR KNOWLEDGE OF ROMAN HISTORY AND THEIR ABILITY TO INTERPRET ANCIENT CULTURE. | $57,370 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | CANADA, MIDDLE SCHOOLSTUDENTS WILL TRAVEL THROUGH THE ROCKY MOUNTAINS AND EXPLORE THE AWE-INSPIRING GLACIAL TERRAIN. THE EXPERIENCE WILL BRING TO LIFE THE SIXTH GRADE SCIENCE CURRICULUM, SHOWCASING HOW CLIMATE AND LIFE ARE INTRICATELY CONNECTED. WHETHER WALKING ON GLACIERS, HIKING THROUGH GLACIAL VALLEYS AND MOUNTAINS, OR CANOEING ON A GLACIAL LAKE, STUDENTS WILL BE IMMERSED IN THE ALPINE ECOSYSTEM, OBSERVING FIRST-HAND THE FLORA AND FAUNA OF THIS QUICKLY CHANGING LANDSCAPE. | $47,800 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | FRANCE, MIDDLE SCHOOLMIDDLE AND UPPER SCHOOL STUDENTS EXPERIENCE LIFE IN BEAUTIFUL FRANCE DURING THE SUMMER. THROUGH THIS RECIPROCAL PROGRAM, MIDDLE SCHOOL STUDENTS LIVE WITH FRENCH FAMILIES IN BARBEZIEUX SAINT-HILAIRE FOR TWO WEEKS. THEY ATTEND THE TOWN'S PRIVATE SCHOOL AND EXPLORE AS THEY HIKE, BIKE, KAYAK, AND RIDE HORSES IN THE REGION. UPPER SCHOOL STUDENTS MAKE STRASBOURG THEIR HOME BASE. THEY ENROLL IN ONE OF FRANCE'S MOST PRESTIGIOUS SCHOOLS AND LEARN ABOUT THE CULTURE AS THEY TAKE EXCURSIONS THROUGHOUT THE ALSACE REGION AND GERMANY TO VISIT HISTORIC SITES. | $65,250 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $852,080 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $1,872,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $584,227 | SubtotalSpentAmt |
| Continuation Spent | $3,160,283 | ContinuationSpentAmt |
| Total Spent | $3,744,510 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 3, COLUMN E | WESTMINSTER / MT KENYA EXCHANGE THE WESTMINSTER SCHOOLS/MOUNT KENYA ACADEMY EXCHANGE FOCUSES ON GLOBAL LEARNING, BUILDING RELATIONSHIPS, AND PRACTICING HOSPITALITY. MOUNT KENYA ACADEMY SENIOR SCHOOL IS A BOARDING SCHOOL OF ABOUT 220 STUDENTS IN NYERI, KENYA, A TOWN IN THE MOUNTAINS ABOUT 60 MILES NORTH OF NAIROBI. COHORTS OF EIGHT STUDENTS AND THREE TEACHERS FROM WESTMINSTER AND MOUNT KENYA ACADEMY SPEND ABOUT TWO WEEKS VISITING ONE ANOTHER IN JANUARY AND APRIL, RESPECTIVELY. THROUGH THE EXCHANGE, WE HOPE TO FOSTER IN STUDENTS NOT ONLY A DEEPER CONNECTION WITH AND KNOWLEDGE OF PEOPLE FROM ANOTHER CULTURE, BUT ALSO A KEENER UNDERSTANDING OF THEMSELVES AND THEIR OWN CULTURE. DURING JANTERM ON CAMPUS, THE GROUP WILL FOCUS ON BUILDING COMMUNITY WHILE LEARNING KENYA-ITS HISTORY, ECOLOGY, CULTURE AND LANGUAGE AS WELL AS CURRENT EVENTS AND CHALLENGES. DURING JAN TERM THE WESTMINSTER COHORT WILL TRAVEL TO AND VISIT OUR SISTER SCHOOL MOUNT KENYA ACADEMY FOR 11 DAYS, STUDENTS WILL LIVE IN THE DORMS AND PARTICIPATE IN ALL ASPECTS OF SCHOOL LIFE, INCLUDING CLASSES (KISWAHILI, KENYAN GEOGRAPHY, LITERATURE, ART AND MUSIC, TO NAME A FEW!), AFTER SCHOOL SPORTS, SERVICE AT A LOCAL PUBLIC ELEMENTARY SCHOOL AND CHAPEL SERVICES. IN ADDITION, THEY WILL VISIT SITES OF INTEREST IN NYERI AND GO ON AN OVERNIGHT SAFARI. |
| SCHEDULE F, PART I, LINE 3, COLUMN E | MARINE BIOLOGY (BELIZE) THIS PROGRAM WILL DEMONSTRATE THE INTERACTION BETWEEN LAND AND SEA WITH A STRONG EMPHASIS ON MARINE ECOLOGY. DURING THE SUMMER PROGRAM THE INSTITUTE WILL BEGIN ON THE WESTMINSTER CAMPUS. CLASS WILL START AT 8:00 AM AND END AT 4:00 PM WHERE STUDENTS WILL HAVE MARINE SCIENCE LECTURES, LABORATORY WORK, AND RESEARCH PROJECTS. STUDENTS WILL BE ASSESSED ON COURSE CONTENT ON A DAILY BASIS. AFTER COMPLETION OF CLASSROOM WORK, THE GEORGIA COAST FIELD EXPERIENCE PORTION WILL LEAVE ATLANTA FOR THE GEORGIA COAST, ACTIVITIES WILL INCLUDE SALT MARSH, TIDAL STUDIES, BEACH EROSION AND SAND DUNES. THE BELIZE FIELD EXPERIENCE TRIP WILL INCLUDE A FIELD STUDY STOP AT THE SOUTH WATER CAYE FIELD STATION. ACTIVITIES WILL ALSO INCLUDE TIDE POOL, GRASS BEDS, MANGROVE AND CORAL REEF COMMUNITY ACTIVITIES THAT WILL CONSIST OF MULTIPLE SNORKELING EXCURSIONS. CULTURAL PROGRAMS AND SERVICE PROGRAMS WILL ALSO BE PART OF THE FIELD EXPERIENCE. THE FIELD EXPERIENCES WILL BE ASSESSED PRIMARILY WITH FIELD JOURNAL WRITING, FIELD LABS, ORGANISM PROJECT PRESENTATIONS AND PARTICIPATION. A FINAL EXAM PORTION WILL BE GIVEN AT THE END OF THE CLASSROOM AS WELL AS BEFORE THE CLASS RETURNS FROM THE TRIP. |
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 |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| COXE CURRY & ASSOCIATES INC | ||||||||
| 191 PEACHTREE STREET NE STE 450 | ATLANTA | GA | 30303 | CONSULTING | 0 | $0 | $16,269 | -$16,269 |
| LAURA JORDAN | ||||||||
| 214 N SHELMORE BLVD | MT PLEASANT | SC | 29464 | CONSULTING | 0 | $0 | $82,500 | -$82,500 |
| MARTS & LUNDY | ||||||||
| 160 CHUBB AVENUE STE 303 | LYNDNURST | NJ | 07071 | CONSULTING | 0 | $0 | $8,635 | -$8,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $107,404 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$107,404 | TotalNetToOrganizationAmt |
| Licensed States | GA | LicensedStatesCd |
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 | STUDENT TUITION AND FEES | GrantTypeTxt |
| Recipient | 244 | RecipientCnt |
| Cash Grant | $6,787,749 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION AWARDS GRANTS FOR FINANCIAL AID TO STUDENTS EXHIBITING FINANCIAL NEED. APPLICATIONS ARE SUBMITTED USING A THIRD PARTY SYSTEM WHICH COLLECTS FINANCIAL AND OTHER DATA, SCORES THE FAMILY'S FINANCIAL SITUATION AND RECOMMENDS A GRANT AMOUNT. THE ORGANIZATION USES A COMMITTEE TO REVIEW THE SUMMARIZED DATA FROM THE THIRD PARTY SYSTEM AND MAKES ANY ADJUSTMENTS FROM ADDITIONAL INFORMATION PROVIDED. DISTRIBUTION OF THE GRANTS ARE NOT MADE DIRECTLY TO THE RECIPIENTS, THEY ARE APPLIED AGAINST TUITION AND FEE OUTSTANDING BALANCES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEITH A EVANS | ||||||||||||||
| PRESIDENT AND CEO/BOARD MEMBER | $837,498 | $0 | $79,064 | $0 | $40,824 | $0 | $18,800 | $0 | $96,831 | $0 | $1,073,017 | $0 | $0 | $0 |
| ANTOINETTE M BOYD | ||||||||||||||
| TREASURER/CFO/COO | $394,360 | $0 | $38,600 | $0 | $744 | $0 | $18,800 | $0 | $87,679 | $0 | $540,183 | $0 | $0 | $0 |
| EMILIE R HENRY | ||||||||||||||
| VP FOR INSTITUTIONAL ADVANCEMENT | $304,923 | $0 | $30,280 | $0 | $13,863 | $0 | $18,800 | $0 | $94,225 | $0 | $462,091 | $0 | $0 | $0 |
| JAMES JUSTICE | ||||||||||||||
| DEAN OF ACADEMICS - CURRICULUM | $199,601 | $0 | $0 | $0 | $644 | $0 | $17,228 | $0 | $177,498 | $0 | $394,971 | $0 | $0 | $0 |
| DANETTE MORTON | ||||||||||||||
| EXECUTIVE DIRECTOR - CENTER FOR TEAC | $239,585 | $0 | $0 | $0 | $744 | $0 | $15,179 | $0 | $82,554 | $0 | $338,062 | $0 | $0 | $0 |
| LAUREN DUPRIEST | ||||||||||||||
| HEAD OF LOWER SCHOOL | $227,408 | $0 | $0 | $0 | $744 | $0 | $21,150 | $0 | $87,676 | $0 | $336,978 | $0 | $0 | $0 |
| CHANLEY SMALL | ||||||||||||||
| HEAD OF UPPER SCHOOL | $253,839 | $0 | $0 | $0 | $744 | $0 | $22,943 | $0 | $10,374 | $0 | $287,900 | $0 | $0 | $0 |
| TORREY WILLIAMS | ||||||||||||||
| CHIEF INFORMATION OFFICER | $198,246 | $0 | $16,000 | $0 | $702 | $0 | $12,574 | $0 | $41,389 | $0 | $268,911 | $0 | $0 | $0 |
| TIMOTHY DOWNES | ||||||||||||||
| FORMER DIRECTOR OF ATHLETICS | $95,904 | $0 | $0 | $0 | $4,730 | $0 | $5,922 | $0 | $36,395 | $0 | $142,951 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL, SELECTED MEMBERS OF THE SCHOOL MANAGEMENT TEAM ARE REQUIRED TO RESIDE IN HOUSING LOCATED ON THE CAMPUS. BASED UPON THE FACTS AND CIRCUMSTANCES OF THE REQUIREMENTS OF THEIR RESPECTIVE ROLES AND RESPONSIBILITIES AT THE SCHOOL, IT IS MANAGEMENT'S POSITION THAT THE HOUSING IS NON-TAXABLE TO THE EMPLOYEE. THE CIRCUMSTANCES OF THE HOUSING BENEFIT ARE REVIEWED ON AN ANNUAL BASIS TO DETERMINE IF THE EXCLUSION UNDER SECTION 119 IS APPLICABLE. DURING THE 2023 CALENDAR YEAR, THE SCHOOL PROVIDED $236,666 IN NON TAXABLE HOUSING COMPENSATION TO EMPLOYEES; $129,882 TO TWO OFFICERS, $59,059 TO ONE KEY EMPLOYEES AND $47,725 TO ONE OF THE 5 HIGHEST PAID EMPLOYEES. TRAVEL FOR COMPANIONS THE SCHOOL PAYS FOR TRAVEL AND RELATED PROFESSIONAL BUSINESS EXPENSES WHEN THE PRESIDENT'S SPOUSE ACCOMPANIES THE PRESIDENT ON SCHOOL RELATED EVENTS INCLUDING (A) ALUMNI EVENTS, (B) FUNDRAISING, (C) STUDENT PERFORMANCES AND TRIPS AS WELL AS (D) PROFESSIONAL EDUCATIONAL ACTIVITIES, WHICH REQUIRE THE SPOUSE TO ATTEND. THE PRESIDENT AND SPOUSE'S ATTENDANCE AT THESE EVENTS ON BEHALF OF THE SCHOOL ARE DEEMED AS INTEGRAL AND ARE REQUIRED TO REPRESENT THE SCHOOL AT THOSE EVENTS. IT IS MANAGEMENT'S POSITION THAT THE SPOUSAL TRAVEL IS NON-TAXABLE TO THE EMPLOYEE. PERSONAL SERVICES THE SCHOOL, THROUGH THE HOUSEKEEPING DEPARTMENT, PROVIDED HOUSEKEEPING SERVICES FOR PRESIDENT EVANS' ON CAMPUS RESIDENCE FOR SPECIAL EVENTS AND MEETINGS IN THE RESIDENCE. IT IS MANAGEMENT'S POSITION THAT THESE AMENITIES ARE NON-TAXABLE TO THE EMPLOYEE. COMPENSATION REPORTED FOR THE PRESIDENT, COLUMN B(III) INCLUDES ADDITIONAL TAXABLE WAGES PROVIDED TO HIM TO COVER CERTAIN PERSONAL EXPENSE THAT HE MAY INCUR. | ExplanationTxt |
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 |
|---|---|---|---|---|---|---|---|
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | |||||||
| A | 581506878 | 2020-04-29 | $110,500,000 | SEE PART VI | 0 | Yes (1) | 0 |
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | |||||||
| B | 581506878 | 2022-11-16 | $81,000,000 | SEE PART VI | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $110,515,933 | $441,959 | $89,924,767 | $20,149,207 | 2021 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| B | $86,175,424 | $320,213 | $46,598,891 | 0 | 0 | 0 | Yes (1) | $39,256,320 |
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 | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 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 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE A(F) | TOTAL PROCEEDS FROM THE BOND ISSUE INCLUDE BOND PROCEEDS OF $110,500,000 AND INVESTMENT INCOME EARNED FROM THE ESCROW ACCOUNT OF $15,933. THE SCHOOL ISSUED SERIES 2020 REVENUE BONDS ON APRIL 29, 2020 TO FINANCE VARIOUS CONSTRUCTION PROJECTS INCLUDING THE RENOVATION OF AND ADDITION TO ACADEMIC BUILDINGS, THE ADDITION OF A PARKING DECK, THE RENOVATION OF THE FOOTBALL STADIUM AND NEW ADJOINING PEDESTRIAN PLAZA, THE ADDITION OF A MULTIPURPOSE BUILDING AS WELL AS OTHER FACILITIES AND INFRASTRUCTURE IMPROVEMENTS. PROCEEDS FROM THE BOND ISSUE ALSO REPAID THE PRINCIPAL BALANCE OF THE 2003 BONDS AND A LINE OF CREDIT. |
| PART II, LINE 3, COLUMN A | TOTAL PROCEEDS FROM THE BOND ISSUE INCLUDE BOND PROCEEDS OF $110,500,000 AND INVESTMENT EARNINGS FROM THE ESCROW ACCOUNT OF $15,933. |
| PART I, LINE B(F) | THE SCHOOL ISSUED SERIES 2022 REVENUE BONDS ON NOVEMBER 16, 2022 TO FINANCE VARIOUS CONSTRUCTION PROJECTS INCLUDING THE ADDITION OF TWO ACADEMIC BUILDINGS, AS WELL AS OTHER FACILITIES AND IMPROVEMENTS. THE TOTAL PROCEEDS FROM THE BOND ISSUE INCLUDE BOND PROCEEDS OF $81,000,000 AND INVESTMENT INCOME EARNED FROM THE ESCROW ACCOUNT OF $5,175,424, OF WHICH $3,723,072 WAS ALLOWABLE AFTER ARBITRAGE EARNINGS OF $1,452,352, AS REFLECTED AS A PAYABLE TO THE IRS. |
| PART II, LINE 3, COLUMN B | TOTAL PROCEEDS FROM THE BOND ISSUE INCLUDE BOND PROCEEDS OF $81,000,000 AND INVESTMENT INCOME EARNED FROM THE ESCROW ACCOUNT OF $5,175,424, OF WHICH $3,723,072 WAS ALLOWABLE. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $10,887 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CHANLEY SMALL | |||
| TRUSTEE'S RELATIVE | $288,004 | COMPENSATION OF A FAMILY MEMBER WHO IS EMPLOYED BY THE ORGANIZATION. THE RELATIONSHIP WITH THE BOARD MEMBER HAS NO BEARING ON EMPLOYMENT AND COMPENSATION IS DETERMINED ON AN ARM'S LENGTH BASIS. | 0 |
| JAYCO ENTERPRISES DBA PERFECT IMAGE | |||
| TRUSTEE OWNS | $158,145 | BUSINESS TRANSACTION BETWEEN THE ORGANIZATION AND THE COMPANY. BOARD MEMBER, IRA JACKSON, OWNS MORE THAN 35%. | 0 |
| RONALD EVANS | |||
| TRUSTEE/OFFICER'S RELATIVE | $12,253 | COMPENSATION OF A FAMILY MEMBER WHO IS EMPLOYED BY THE ORGANIZATION. THE RELATIONSHIP WITH THE BOARD MEMBER HAS NO BEARING ON EMPLOYMENT AND COMPENSATION IS DETERMINED ON AN ARM'S LENGTH BASIS. | 0 |
| MORGAN MCGAHAN | |||
| TRUSTEE'S RELATIVE | $10,374 | COMPENSATION OF A FAMILY MEMBER WHO IS EMPLOYED BY THE ORGANIZATION. THE RELATIONSHIP WITH THE BOARD MEMBER HAS NO BEARING ON EMPLOYMENT AND COMPENSATION IS DETERMINED ON AN ARM'S LENGTH BASIS. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,816,135 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 32B: | US BANK SELLS STOCK AS SOON AS RECEIVED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | FORM 990 POWERS OF THE EXECUTIVE COMMITEE THE EXECUTIVE COMMITTEE SHALL DECIDE ALL QUESTIONS AFFECTING THE INTERESTS OF THE SCHOOL WHICH MAY BE BROUGHT BEFORE IT BETWEEN MEETINGS OF THE BOARD, IN MATTERS CONSISTENT WITH PREVIOUS DECISIONS AND EXISTING POLICIES OF THE BOARD. NO COMMITTEE, INCLUDING THE EXECUTIVE COMMITTEE, SHALL HAVE THE POWER TO AUTHORIZE ANY DISTRIBUTION OF ASSETS, INCOME OR PROPERTY TO TRUSTEES OR OFFICERS OF THE SCHOOL (OTHER THAN AS PAYMENT OF INDEMNIFICATION OR REASONABLE COMPENSATION, FEES OR EXPENSES INCURRED IN THE PERFORMANCE OF DUTIES ON BEHALF OF THE SCHOOL); APPROVE THE DISSOLUTION, MERGER OR SALE, PLEDGE, OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE SCHOOL; ELECT, APPOINT OR REMOVE TRUSTEES OR FILL VACANCIES ON THE BOARD OF TRUSTEES, OR ANY OF ITS COMMITTEES; ADOPT, AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS OF THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE, THE FORM 990 IS SUBJECT TO MULTIPLE LEVELS OF REVIEW. IT IS FIRST REVIEWED BY THE CONTROLLER AND VICE PRESIDENT FOR FINANCE AND OPERATIONS, AND THEN REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT ANNUALLY BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE SCHOOL'S CONFLICT OF INTEREST POLICIES INCLUDING REQUIRED DISCLOSURES. THE SECRETARY OF THE BOARD COLLECTS THE RESPONSES FOR REVIEW. IDENTIFIED CONFLICTS AND POTENTIAL CONFLICTS ARE EVALUATED AND DISCLOSED AS REQUIRED ON FORM 990. IN THE CASE OF A BOARD VOTE, PARTIES WITH CONFLICTS ARE EXCUSED. FOR EMPLOYEES, PER THE EMPLOYEE CODE OF CONDUCT AND ETHICS ENUMERATED WITHIN THE EMPLOYEE HANDBOOK, EMPLOYEES ARE REQUIRED TO DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS TO THE PRESIDENT. CONFLICTS INVOLVING THE PRESIDENT ARE REPORTED DIRECTLY TO THE BOARD OF TRUSTEES. THE PROCESS IS COMPLETED ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION USES A PERSONNEL COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, AND COMPENSATION SURVEY OR STUDY TO DETERMINE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND VICE PRESIDENT FOR FINANCE AND OPERATIONS/TREASURER. THE COMPENSATION REVIEW PROCESS FOR KEY EMPLOYEES REPORTED ON THE 990 INCLUDES REVIEW BY THE PRESIDENT, VICE PRESIDENT FOR FINANCE AND OPERATIONS, AND COMPENSATION COMMITTEE, AS WELL AS COMPARATIVE DATA FROM SURVEYS FROM LIKE INSTITUTIONS AND FORM 990 OF OTHER ORGANIZATIONS. THE FINAL COMPENSATION DETERMINATIONS ARE DOCUMENTED BY THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN THE VALUE OF SPLIT INTEREST AGREEMENTS 25,231. RECOVERY OF PRIOR YEAR UNCOLLECTIBLE PLEDGES 1,735,006. |
| FORM 990, PART XII, LINE 2C | THE SCHOOL DID NOT MAKE ANY CHANGES IN SELECTING THE INDEPENDENT AUDIT FIRM FOR THE YEAR ENDED JULY 31, 2024. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ODYSSEY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582537795 | EIN |
| Primary Activities | SUPPORT ORG | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTMINSTER SCHOOLS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | 0 | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ODYSSEY INC | ||
| N | $138,362 | FMV |
| ODYSSEY INC | ||
| Q | $734,145 | COST |