OXBRIDGE ACADEMY FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OXBRIDGE ACADEMY FOUNDATION INC (EIN 94-3435402)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-11
- IRS object ID
- 202311319349303301
- 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 J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T10:51:05-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 | 943435402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OXBRIDGE ACADEMY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OXBR | BusinessNameControlTxt |
| Phone | 5619729600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3151 NORTH MILITARY TRAIL | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33409 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA M DE JESUS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5619729600 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | REBECCA | PersonFirstNm |
| Person Last | DE JESUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A PENCE JR | PreparerPersonNm |
| PTIN | P00141013 | PTIN |
| Phone | 5618329292 | 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
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OXBRIDGE ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REBECCA M DE JESUS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3151 NORTH MILITARY TRAIL | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,805,142 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OAPB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO OWN AND OPERATE A NON-PROFIT, INDEPENDENT HIGH SCHOOL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 212 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,023,461 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,307,133 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,521,609 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,718,232 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,569 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,089 | CYInvestmentIncomeAmt |
| PY Other Revenue | $332,369 | PYOtherRevenueAmt |
| CY Other Revenue | $409,103 | CYOtherRevenueAmt |
| PY Total Revenue | $19,905,008 | PYTotalRevenueAmt |
| CY Total Revenue | $20,467,557 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,531,990 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,276,217 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $218,949 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,283,294 | PYOtherExpensesAmt |
| CY Other Expenses | $8,059,091 | CYOtherExpensesAmt |
| PY Total Expenses | $18,815,284 | PYTotalExpensesAmt |
| CY Total Expenses | $19,335,308 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,089,724 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,132,249 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,289,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,839,891 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,401,666 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,935,266 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,888,176 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,904,625 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INSPIRE WISDOM THROUGH LEARNING IN AN ENVIRONMENT THAT FOSTERS INQUIRY, COLLABORATION, INNOVATION AND PERSONAL DISCOVERY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,192,339 | ExpenseAmt |
| Revenue | $14,282,396 | RevenueAmt |
| Desc | OPERATION OF A NON-PROFIT, PRIVATE, CO-EDUCATIONAL, INDEPENDENT HIGH SCHOOL. | Desc |
| Total Program Service Expenses | $15,192,339 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 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 | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 212 | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | 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 | FL | StatesWhereCopyOfReturnIsFldCd |
| 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 | REBECCA M DE JESUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5619729600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3151 NORTH MILITARY TRAIL | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33409 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM I KOCH | |||||||||
| CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DARLENE JORDAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT KAUFMANN | |||||||||
| CHAIRMAN OF EXEC COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAY BOODESHWAR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ROSOW | |||||||||
| PRESIDENT & CEO | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT SIMSES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SEAN MCGOULD | |||||||||
| CHAIRMAN OF INV COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMANDA SCHUMACHER | |||||||||
| CHAIRMAN OF DEV COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW SMITH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT HUMPHREY | |||||||||
| SECRETARY & GENERAL COUNSEL | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REBECCA M DE JESUS | |||||||||
| TREASURER | 45.00 | Yes (X) | $172,149 | $0 | $25,249 | ||||
| RALPH E MAURER | |||||||||
| HEAD OF SCHOOL | 45.00 | Yes (X) | $410,556 | $0 | $31,966 | ||||
| COURTNEY PORTLOCK | |||||||||
| ASSISTANT HEAD OF SCHOOL | 45.00 | $192,666 | $0 | $28,661 | Yes (X) | ||||
| SCOTT SIEGFRIED | |||||||||
| DIRECTOR OF ADVANCEMENT | 45.00 | $218,255 | $0 | $29,449 | Yes (X) | ||||
| STANLEY ROSS | |||||||||
| ATHLETIC DIRECTOR | 45.00 | $146,538 | $0 | $27,127 | Yes (X) | ||||
| KELLY L PRISCO | |||||||||
| DIRECTOR OF HEALTH & WELLNESS | 45.00 | $141,842 | $0 | $21,819 | Yes (X) | ||||
| ANNE E REILLY | |||||||||
| SCIENCE DEPT. CHAIR | 45.00 | $113,559 | $0 | $6,590 | Yes (X) | ||||
| KAREN M HINKLEY | |||||||||
| SCIENCE TEACHER | 45.00 | $110,308 | $0 | $15,771 | Yes (X) | ||||
| JOHN KLEMME | |||||||||
| ENGLISH DEPT. CHAIR | 45.00 | $115,539 | $0 | $12,008 | Yes (X) | ||||
| SAMUEL J CRUZ | |||||||||
| FORMER TREASURER | 45.00 | $257,791 | $0 | $5,551 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,879,203 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $204,191 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | 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 |
|---|---|---|---|---|---|
| RALPH DELLA-PIETRA INC | |||||
| 880 JUPITER PARK DRIVE | JUPITER | FL | 33458 | HVAC & CONSTRUCTION SERVICES | $603,245 |
| CHENEY BROTHERS | |||||
| ONE CHENEY WAY | RIVIERA BEACH | FL | 334047000 | FOOD SERVICE & EQUIPMENT | $435,297 |
| COVERALL NORTH AMERICA | |||||
| 2541 METROCENTRE BLVD SUITE 1 | WEST PALM BEACH | FL | 33407 | CLEANING SERVICES | $311,055 |
| JUPITER SCHOOL BUS SERVICE INC | |||||
| PO BOX 7975 | JUPITER | FL | 334687975 | TRANSPORTATION SERVICES | $303,840 |
| BRADLEY HEATING & AC | |||||
| 200 BUSINESS PKWY SUITE A | ROYAL PALM BEACH | FL | 33411 | HVAC EQUIPMENT & SERVICES | $274,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $397,058 | FundraisingAmt |
| All Other Contributions | $5,910,075 | AllOtherContributionsAmt |
| Noncash Contributions | $15,183 | NoncashContributionsAmt |
| Total Contributions | $6,307,133 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SCHOOL TUITION | 611110 | $11,935,249 | $11,935,249 |
| AUXILIARY SERVICES | 611110 | $1,782,983 | $1,782,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,718,232 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,536 | TotalRevenueColumnAmt |
| Exclusion | $9,536 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $522,323 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $522,323 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $522,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $522,323 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82,970 | SecuritiesAmt |
| Other | $32,972 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $78,202 | SecuritiesAmt |
| Other | $14,187 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,768 | SecuritiesAmt |
| Other | $18,785 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,553 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,785 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,768 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $71,942 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $397,058 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $208,218 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$136,276 | TotalRevenueColumnAmt |
| Exclusion | -$136,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $52,928 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $36,978 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,950 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE PROCEEDS | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $7,106 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,106 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,106 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,467,557 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,282,396 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$121,972 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,216,920 | TotalAmt |
| Program Services | $991,234 | ProgramServicesAmt |
| Management And General | $209,072 | ManagementAndGeneralAmt |
| Fundraising | $16,614 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,088,470 | TotalAmt |
| Program Services | $6,588,412 | ProgramServicesAmt |
| Management And General | $1,389,634 | ManagementAndGeneralAmt |
| Fundraising | $110,424 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,438 | TotalAmt |
| Program Services | $275,166 | ProgramServicesAmt |
| Management And General | $21,272 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,122,055 | TotalAmt |
| Program Services | $986,009 | ProgramServicesAmt |
| Management And General | $112,162 | ManagementAndGeneralAmt |
| Fundraising | $23,884 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,334 | TotalAmt |
| Program Services | $486,968 | ProgramServicesAmt |
| Management And General | $57,703 | ManagementAndGeneralAmt |
| Fundraising | $7,663 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,098 | TotalAmt |
| Program Services | $8,503 | ProgramServicesAmt |
| Management And General | $5,326 | ManagementAndGeneralAmt |
| Fundraising | $1,269 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,520 | TotalAmt |
| Program Services | $24,510 | ProgramServicesAmt |
| Management And General | $15,352 | ManagementAndGeneralAmt |
| Fundraising | $3,658 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,256 | TotalAmt |
| Program Services | $164,682 | ProgramServicesAmt |
| Management And General | $93,527 | ManagementAndGeneralAmt |
| Fundraising | $22,047 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,805 | TotalAmt |
| Program Services | $73,150 | ProgramServicesAmt |
| Management And General | $72,092 | ManagementAndGeneralAmt |
| Fundraising | $19,563 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,682 | TotalAmt |
| Program Services | $35,933 | ProgramServicesAmt |
| Management And General | $20,674 | ManagementAndGeneralAmt |
| Fundraising | $9,075 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,623 | TotalAmt |
| Program Services | $177,580 | ProgramServicesAmt |
| Fundraising | $8,043 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,398 | TotalAmt |
| Program Services | $321,339 | ProgramServicesAmt |
| Management And General | $134,614 | ManagementAndGeneralAmt |
| Fundraising | $1,445 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,544 | TotalAmt |
| Program Services | $25,721 | ProgramServicesAmt |
| Management And General | $7,471 | ManagementAndGeneralAmt |
| Fundraising | $2,352 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $986,755 | TotalAmt |
| Program Services | $690,728 | ProgramServicesAmt |
| Management And General | $296,027 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,734,859 | TotalAmt |
| Program Services | $1,214,401 | ProgramServicesAmt |
| Management And General | $520,458 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,348 | TotalAmt |
| Program Services | $457,344 | ProgramServicesAmt |
| Management And General | $196,004 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $1,174,830 | $610,260 | $563,621 | $949 |
| FOOD SERVICES | $747,010 | $747,010 | ||
| SCHOOL BUS TRANSPORTATI | $345,022 | $345,022 | ||
| FIELD TRIPS | $332,358 | $331,938 | $420 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,983 | TotalAmt |
| Program Services | $636,429 | ProgramServicesAmt |
| Management And General | $208,591 | ManagementAndGeneralAmt |
| Fundraising | -$8,037 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,335,308 | TotalAmt |
| Program Services | $15,192,339 | ProgramServicesAmt |
| Management And General | $3,924,020 | ManagementAndGeneralAmt |
| Fundraising | $218,949 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,231,719 | BOYAmt |
| EOY | $7,822,296 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,443 | BOYAmt |
| EOY | $668,279 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $216,100 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,659 | BOYAmt |
| EOY | $428,309 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,433 | BOYAmt |
| EOY | $98,958 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,428 | BOYAmt |
| EOY | $787,293 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,521,398 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,239,139 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,762,188 | BOYAmt |
| EOY | $46,282,259 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,724 | BOYAmt |
| EOY | $518,749 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,248 | BOYAmt |
| EOY | $17,648 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,289,842 | BOYAmt |
| EOY | $56,839,891 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,170,295 | BOYAmt |
| EOY | $1,096,350 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,552,943 | BOYAmt |
| EOY | $5,132,894 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,678,428 | BOYAmt |
| EOY | $20,706,022 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,401,666 | BOYAmt |
| EOY | $26,935,266 | 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 | $27,062,953 | BOYAmt |
| EOY | $28,013,113 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,825,223 | BOYAmt |
| EOY | $1,891,512 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,888,176 | BOYAmt |
| EOY | $29,904,625 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,289,842 | BOYAmt |
| EOY | $56,839,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,132,249 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$115,800 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,271,602 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$103,177 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,168,425 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,121,140 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $150,462 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,271,602 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,091,871 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $29,269 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,121,140 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,046,475 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,396 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,091,871 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,015,292 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $31,183 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,046,475 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $13,409,345 | OtherCostOrOtherBasisAmt |
| Book Value | $13,409,345 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,873,056 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,579,025 | DepreciationAmt |
| Book Value | $31,294,031 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,060,542 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,586,393 | DepreciationAmt |
| Book Value | $1,474,149 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $178,455 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,721 | DepreciationAmt |
| Book Value | $104,734 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,282,259 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,596,953 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$115,800 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $245,196 | OtherRevenueAmt |
| Revenue Not Reported | $129,396 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,467,557 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,467,557 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,580,504 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $245,196 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $245,196 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,335,308 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,335,308 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | OXBRIDGE ACADEMY FOUNDATION, INC. INTENDS TO USE THE ENDOWMENT FUNDS TO SERVE THE PURPOSE OF CONTRIBUTING TO THE FUTURE FINANCIAL NEEDS OF THE INSTITUTION. |
| PART X, LINE 2: | THE SCHOOL EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH STATES THAT MANAGEMENT'S DETERMINATION OF THE TAXABLE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A TAX-EXEMPT, NOT-FOR-PROFIT ENTITY, IS A TAX POSITION SUBJECT TO THE STANDARDS REQUIRED FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT DOES NOT BELIEVE THAT THE SCHOOL HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 36,978. DIRECT FUNDRAISING EXPENSES 208,218. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 36,978. DIRECT FUNDRAISING EXPENSES 208,218. |
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 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $237,202 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $196,310 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $40,892 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $29,689 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,160 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $117,743 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $231,798 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $200,748 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $31,050 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $46,651 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,501 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $4,474 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $469,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $397,058 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $71,942 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $76,340 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,661 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $122,217 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $208,218 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$136,276 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RALPH E MAURER | ||||||||||||||
| HEAD OF SCHOOL | $410,556 | $0 | $0 | $0 | $0 | $0 | $10,800 | $0 | $21,166 | $0 | $442,522 | $0 | $0 | $0 |
| SAMUEL J CRUZ | ||||||||||||||
| FORMER TREASURER | $257,791 | $0 | $0 | $0 | $0 | $0 | $2,952 | $0 | $2,599 | $0 | $263,342 | $0 | $0 | $0 |
| SCOTT SIEGFRIED | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | $208,705 | $0 | $9,550 | $0 | $0 | $0 | $8,302 | $0 | $21,147 | $0 | $247,704 | $0 | $0 | $0 |
| COURTNEY PORTLOCK | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $192,666 | $0 | $0 | $0 | $0 | $0 | $8,000 | $0 | $20,661 | $0 | $221,327 | $0 | $0 | $0 |
| REBECCA M DE JESUS | ||||||||||||||
| TREASURER | $172,149 | $0 | $0 | $0 | $0 | $0 | $6,485 | $0 | $18,764 | $0 | $197,398 | $0 | $0 | $0 |
| STANLEY ROSS | ||||||||||||||
| ATHLETIC DIRECTOR | $146,538 | $0 | $0 | $0 | $0 | $0 | $6,032 | $0 | $21,095 | $0 | $173,665 | $0 | $0 | $0 |
| KELLY L PRISCO | ||||||||||||||
| DIRECTOR OF HEALTH & WELLNESS | $141,842 | $0 | $0 | $0 | $0 | $0 | $5,871 | $0 | $15,948 | $0 | $163,661 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALM BEACH COUNTY FLORIDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 596000785 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2022-06-23 | BondIssuedDt |
| Issue Price | $21,000,000 | IssuePriceAmt |
| Purpose | REFUNDING OF PRIOR BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $21,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $293,978 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $20,951,803 | OtherSpentProceedsAmt |
| Unspent | $48,197 | UnspentAmt |
| Substantial Completion | 2022 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DAVID ROSOW MAINTAINS A BUSINESS RELATIONSHIP WITH WILLIAM I. KOCH. |
| FORM 990, PART VI, SECTION A, LINE 6 | EACH MEMBER IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE AT A MEETING OF THE MEMBERS. NO MEMBER IS ENTITLED TO ANY DIVIDEND OR ANY PART OF THE INCOME OF THE CORPORATION, OR TO SHARE IN THE DISTRIBUTION OF THE CORPORATE ASSETS UPON DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS SHALL BE ELECTED BY THE MEMBERS AT THE BOARD MEETING OF THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TAX RETURN IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT AND THEN REVIEWED WITH THE CEO/PRESIDENT AND THE TREASURER OF THE FOUNDATION BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION REQUIRES AN ANNUAL FORM TO BE COMPLETED BY EACH BOARD MEMBER DECLARING ANY CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION CONSULTS WITH INDEPENDENT SEARCH FIRMS TO SEARCH FOR INDIVIDUALS AND PROVIDE COMPENSATION DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |