BRANCH SCHOOL INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BRANCH SCHOOL INC (EIN 74-1913968)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-13
- IRS object ID
- 202321039349301417
- Schema version
- 2021v4.2
- 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 | 2023-04-13T12:37:38-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741913968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Branch School Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAN | BusinessNameControlTxt |
| Phone | 7134650288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 Sherwood Forest Street | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Wilson | PersonNm |
| Person Title | Head of School | PersonTitleTxt |
| Phone | 7134650288 | PhoneNum |
| Signature | 2023-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Michael | PersonFirstNm |
| Person Last | Wilson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael Wilson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 Sherwood Forest Street | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,338,818 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.thebranchschool.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The mission of The Branch School is to inspire students to love, learn, and lead. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,816,787 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,126,416 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,775,422 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,520,884 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,610 | PYInvestmentIncomeAmt |
| CY Investment Income | $114,336 | CYInvestmentIncomeAmt |
| PY Other Revenue | $428 | PYOtherRevenueAmt |
| CY Other Revenue | $12,284 | CYOtherRevenueAmt |
| PY Total Revenue | $13,597,247 | PYTotalRevenueAmt |
| CY Total Revenue | $3,773,920 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $440,270 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $552,985 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,947,684 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,922,341 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $111,411 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,139,109 | PYOtherExpensesAmt |
| CY Other Expenses | $1,145,707 | CYOtherExpensesAmt |
| PY Total Expenses | $3,527,063 | PYTotalExpensesAmt |
| CY Total Expenses | $3,621,033 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,070,184 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $152,887 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,868,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,054,184 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,237,706 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,522,755 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,630,952 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,531,429 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To instill in our students loving kindness, respect for the environment, a love of learning, and leadership ability. At The Branch School, students experience a community in which teachers and students support one another in promoting these goals. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,995,206 | ExpenseAmt |
| Grant | $552,985 | GrantAmt |
| Revenue | $2,520,884 | RevenueAmt |
| Desc | Students are provided with a robust academic program, partnered with a curriculum that encourages critical thinking and the development of problem-solving skills. This thinking curriculum, based on 21st-century science, technology, engineering, and math skills, allows students to solve problems and express their ideas creatively in projects and presentations. From preschool to middle school, small classes and a balanced approach ensure that lessons take root and that students learn on a much deeper level. The school's objective is to provide this education for both this time period and into the future. | Desc |
| Total Program Service Expenses | $2,995,206 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 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 | 0 | TaxExemptBondsInd |
| 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 | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Betty Baker | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134650288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 Sherwood Forest | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77043 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Ann Hightower | |||||||
| Chair | 20.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Michael Wilson | |||||||
| Vice Chair | 20.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Trudy Holmes | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kevin Hagenlocher | |||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jim Golmon | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Karl Kinley | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Linda Lindeman | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Steve Shaper | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jennifer St Julian | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Calvin Williams | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Emily Smith | |||||||
| Head of School | 70.00 | 0.00 | Yes (X) | $198,939 | $0 | $11,706 | |
| Betty Baker | |||||||
| Business Officer | 75.00 | 0.00 | Yes (X) | $81,743 | $0 | $2,504 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $280,682 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $14,210 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DE Harvey Builders | |||||
| 3663 Briarpark Dr | Houston | TX | 77042 | Construction | $1,674,836 |
| Kirksey Architects Inc | |||||
| 6909 Portwest Dr | Houston | TX | 77024 | Architectural design | $435,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $6,090 | FundraisingAmt |
| All Other Contributions | $1,120,326 | AllOtherContributionsAmt |
| Noncash Contributions | $13,215 | NoncashContributionsAmt |
| Total Contributions | $1,126,416 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 611710 | $2,394,945 | $2,394,945 |
| Auxiliary services | 611710 | $125,939 | $125,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,520,884 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,564 | TotalRevenueColumnAmt |
| Exclusion | $6,564 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $666,580 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $558,808 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $107,772 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,772 | TotalRevenueColumnAmt |
| Exclusion | $107,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,374 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,090 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $6,090 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,284 | TotalRevenueColumnAmt |
| Exclusion | $12,284 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,773,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,520,884 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $126,620 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,985 | TotalAmt |
| Program Services | $552,985 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,613 | TotalAmt |
| Program Services | $94,297 | ProgramServicesAmt |
| Management And General | $192,168 | ManagementAndGeneralAmt |
| Fundraising | $47,148 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,341,088 | TotalAmt |
| Program Services | $1,187,533 | ProgramServicesAmt |
| Management And General | $118,409 | ManagementAndGeneralAmt |
| Fundraising | $35,146 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,654 | TotalAmt |
| Program Services | $30,064 | ProgramServicesAmt |
| Management And General | $2,698 | ManagementAndGeneralAmt |
| Fundraising | $892 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,064 | TotalAmt |
| Program Services | $73,768 | ProgramServicesAmt |
| Management And General | $15,482 | ManagementAndGeneralAmt |
| Fundraising | $3,814 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,922 | TotalAmt |
| Program Services | $93,108 | ProgramServicesAmt |
| Management And General | $21,768 | ManagementAndGeneralAmt |
| Fundraising | $6,046 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,211 | TotalAmt |
| Management And General | $5,211 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,825 | TotalAmt |
| Management And General | $20,825 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,549 | TotalAmt |
| Program Services | $104,841 | ProgramServicesAmt |
| Management And General | $24,474 | ManagementAndGeneralAmt |
| Fundraising | $1,234 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,630 | TotalAmt |
| Management And General | $51,630 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,977 | TotalAmt |
| Program Services | $100,149 | ProgramServicesAmt |
| Management And General | $17,478 | ManagementAndGeneralAmt |
| Fundraising | $1,350 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,092 | TotalAmt |
| Program Services | $64,946 | ProgramServicesAmt |
| Management And General | $3,455 | ManagementAndGeneralAmt |
| Fundraising | $691 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,940 | TotalAmt |
| Program Services | $109,924 | ProgramServicesAmt |
| Management And General | $5,847 | ManagementAndGeneralAmt |
| Fundraising | $1,169 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,431 | TotalAmt |
| Program Services | $4,431 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,446 | TotalAmt |
| Program Services | $455,380 | ProgramServicesAmt |
| Management And General | $24,222 | ManagementAndGeneralAmt |
| Fundraising | $4,844 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,360 | TotalAmt |
| Program Services | $46,398 | ProgramServicesAmt |
| Management And General | $2,468 | ManagementAndGeneralAmt |
| Fundraising | $494 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Educational materials | $54,565 | $53,883 | $682 | |
| Staff development | $20,954 | $13,355 | $7,599 | |
| Food services | $10,144 | $10,144 | ||
| Event expenses | $8,583 | $8,583 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,621,033 | TotalAmt |
| Program Services | $2,995,206 | ProgramServicesAmt |
| Management And General | $514,416 | ManagementAndGeneralAmt |
| Fundraising | $111,411 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,126,067 | BOYAmt |
| EOY | $3,543,027 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,870 | BOYAmt |
| EOY | $311,360 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,075,500 | BOYAmt |
| EOY | $758,150 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,311 | BOYAmt |
| EOY | $15,050 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150 | BOYAmt |
| EOY | $33,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,489,961 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,206,073 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,041,031 | BOYAmt |
| EOY | $13,283,888 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,246,150 | BOYAmt |
| EOY | $1,104,559 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,579 | BOYAmt |
| EOY | $4,637 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,868,658 | BOYAmt |
| EOY | $19,054,184 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,263 | BOYAmt |
| EOY | $1,602,971 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,443 | BOYAmt |
| EOY | $919,784 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,237,706 | BOYAmt |
| EOY | $2,522,755 | 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 | $6,051,723 | BOYAmt |
| EOY | $5,829,348 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,579,229 | BOYAmt |
| EOY | $10,702,081 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,630,952 | BOYAmt |
| EOY | $16,531,429 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,868,658 | BOYAmt |
| EOY | $19,054,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $152,887 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$255,436 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,026 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,804,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,144,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $236,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,816,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,126,416 | CurrentTaxYearAmt |
| Total | $20,128,135 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,804,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,144,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $236,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,816,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,126,416 | CurrentTaxYearAmt |
| Total | $20,128,135 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $694,599 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,433,536 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,874 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,564 | CurrentTaxYearAmt |
| Total | $157,916 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,286,051 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,612,411 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Additional Supplemental Information | FormAndLineReferenceDesc |
| Explanation | The Branch School, Inc. is classified as a school under IRC Section 170(b)(1)(A)(ii). As such, it is not required to complete Schedule A, Part II - Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi). The School is voluntarily including Schedule A, Part II in order to demonstrate that it qualifies for the special rule in Schedule B - Schedule of Contributors for those organizations that meet the 33 1/3% support test described in the regulations under IRC Sections 509(a)(1) and 170(b)(1)(A)(vi). | ExplanationTxt |
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 | $864,722 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$97,749 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $766,973 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $688,222 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $180,569 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,069 | OtherExpendituresAmt |
| End Year Balance | $864,722 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $524,762 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $163,460 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $688,222 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $563,584 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$38,822 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $524,762 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $449,005 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $114,579 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $563,584 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.36470 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.63530 | 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 | $3,472,782 | OtherCostOrOtherBasisAmt |
| Book Value | $3,472,782 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,696,472 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,846,696 | DepreciationAmt |
| Book Value | $849,776 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $839,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $359,377 | DepreciationAmt |
| Book Value | $479,989 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,481,341 | OtherCostOrOtherBasisAmt |
| Book Value | $8,481,341 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,283,888 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,968,525 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$255,436 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,026 | OtherRevenueAmt |
| Revenue Not Reported | -$252,410 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,220,935 | RevenueSubtotalAmt |
| Other Revenues Not Included | $552,985 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $552,985 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,773,920 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,068,048 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,068,048 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $552,985 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $552,985 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,621,033 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Board of Trustees has not approved significant appropriations of endowment earnings in fiscal years 2022 and 2021, but has chosen to re-invest the earnings with the objective of growing the endowment funds. |
| Part XI, Line 2d - Other Adjustments: | Gain on involuntary conversion from storm damage |
| Part XI, Line 4b - Other Adjustments: | Financial aid |
| Part XII, Line 4b - Other Adjustments: | Financial aid |
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 school includes the nondiscriminatory policy on the website and in the school handbooks. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Auction | Event1Nm |
| Gross Receipts Event1 | $24,464 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $6,090 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,374 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,090 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $24,464 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $6,090 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,374 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,090 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,090 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $12,284 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| Financial aid | 41 | $533,940 | Reduction of tuition |
| Merit scholarship | 2 | $19,045 | Reduction of tuition |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | In 2021-22, The Branch School tested a merit scholarship program and granted students financial aid scholarships. Applications for financial aid are reviewed at the time of the request by the Head of School and Business Officer. The Merit Scholarship Committee reviews applications for merit scholarships. Funds awarded for both programs are applied directly to the approved student's tuition. Thus no additional monitoring is required. Students do not receive any cash. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Emily Smith | PersonNm |
| Title | Head of School | TitleTxt |
| Base Compensation Filing Org | $198,939 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,096 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $5,610 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $210,645 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $27,550 | CashGrantAmt |
| Type Of Assistance | Financial aid | TypeOfAssistanceTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Juanita Wilson | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Board member's wife | RelationshipDescriptionTxt |
| Transaction | $42,440 | TransactionAmt |
| Transaction | Salary | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Business Officer and Head of School review Form 990. Before filing Form 990, the Board of Directors received a copy of Form 990. |
| Form 990, Part VI, Section B, line 12c | All officers, directors, and committee members are required to sign a statement annually affirming that they have received, read, understand, and agree to comply with the policy. In addition, actual or possible conflict of interest is required to be disclosed to the Board. The Board reviews such disclosures to determine whether a conflict of interest exists. In the event of a conflict of interest, the board member in question would refrain from any related discussion of the matter in conflict, be excused from meetings during the relative discussion, and recuse themselves from voting on the matter in conflict. |
| Form 990, Part VI, Section B, line 15 | The Board reviews compensation paid to Heads of School at other similarly sized schools as a comparison in determining the compensation for the Head of School. The Head of School reviews compensation for other similar independent schools and determines the salary for the school's officers. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents and financial statements available to the public upon request. |
| Form 990, Part XI, line 9: | Involuntary conversion from storm damage 3,026. |