EDMUND BURKE SCHOOL: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EDMUND BURKE SCHOOL (EIN 52-0883668)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202311359349314231
- 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 K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T15:55:57-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520959934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIN & TUCKER CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST PRATT ST SUITE 200 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 | 520883668 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMUND BURKE SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDMU | BusinessNameControlTxt |
| Phone | 2023628882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4101 CONNECTICUT AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AIMEE WEIL | PersonNm |
| Person Title | ASSISTANT HEAD OF SCHOOL, F&O | PersonTitleTxt |
| Phone | 2023628882 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AIMEE | PersonFirstNm |
| Person Last | WEIL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN KELLER | PreparerPersonNm |
| PTIN | P00245169 | PTIN |
| Phone | 4107275735 | 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 | STEVE MCMANUS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4101 CONNECTICUT AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,097,777 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BURKESCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | EDMUND BURKE SCHOOL IS A COED, COLLEGE-PREPARATORY SCHOOL SERVING STUDENTS IN GRADES 6-12. THE SCHOOL COMBINES RIGOROUS CURRICULUM WITH SMALL CLASSES AND PERSONAL ATTENTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 90 | TotalEmployeeCnt |
| Total Volunteers | 72 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,033,929 | PYContributionsGrantsAmt |
| CY Contributions Grants | $697,581 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,809,106 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,649,397 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,463,456 | PYInvestmentIncomeAmt |
| CY Investment Income | $235,625 | CYInvestmentIncomeAmt |
| PY Other Revenue | $384,658 | PYOtherRevenueAmt |
| CY Other Revenue | $411,574 | CYOtherRevenueAmt |
| PY Total Revenue | $16,691,149 | PYTotalRevenueAmt |
| CY Total Revenue | $14,994,177 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,431,834 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,777,418 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,237,376 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,185,512 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $423,188 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,573,794 | PYOtherExpensesAmt |
| CY Other Expenses | $3,539,985 | CYOtherExpensesAmt |
| PY Total Expenses | $13,243,004 | PYTotalExpensesAmt |
| CY Total Expenses | $14,502,915 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,448,145 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $491,262 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,809,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,366,446 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,992,783 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,174,057 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,816,283 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,192,389 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EDMUND BURKE SCHOOL CONSCIOUSLY BRINGS TOGETHER STUDENTS WHO ARE DIFFERENT FROM ONE ANOTHER IN MANY WAYS AND ACTIVELY ENGAGES THEM IN THEIR OWN EDUCATION. BURKE HAS HIGH EXPECTATIONS FOR THEM, GIVES THEM POWER AND RESPONSIBILITY, AND SUPPORTS AND ADVANCES THEIR GROWTH AS SKILLED AND INDEPENDENT THINKERS WHO STEP FORWARD TO MAKE POSITIVE CONTRIBUTIONS TO THE WORLD IN WHICH THEY LIVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,027,994 | ExpenseAmt |
| Grant | $2,777,418 | GrantAmt |
| Revenue | $13,680,606 | RevenueAmt |
| Desc | COLLEGE PREPORATORY MIDDLE/HIGH SCHOOL EDUCATIONAL PROGRAM SERVING APPROXIMATELY 300 STUDENTS IN GRADES 6TH-12TH; FULLTIME MONDAY THRU FRIDAY SEPTEMBER 1 THRU JUNE 15 SCHOOL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $91,928 | ExpenseAmt |
| Revenue | $67,265 | RevenueAmt |
| Desc | SUMMER PROGRAM:AN EDUCATIONAL PROGRAM SERVING 100 STUDENTS FOR APPROXIMATELY 6 WEEKS PROVIDING HS COURSEWORK FOR CREDIT, PREPARING STUDENTS FOR ADVANCE CURRICULUM COURSES DURING THE SCHOOL YEAR, OFFERING STUDIES THROUGH TRAVEL AND ATHLETIC VENUES, PLUS SERVING YOUNGER STUDENTS WITH TUTORING AND SUMMER CAMP ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,119,922 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 90 | 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 | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AIMEE WEIL | PersonNm |
| Phone | 2023628882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4101 CONNECTICUT AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SHARON DAVIS | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSANNAH BARUCH | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICK KEENAN | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RUTA PUSKORIUS | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EMILY ALEXANDER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HADLEY BOYD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN CHISM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY CIVIDANES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMASENIA DUNCAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN GRIFFIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA HALL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN JENKINS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GRETCHEN LAMBERG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN MCMASTER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER SHERIDAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KIRA SWENCKI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN WEISBROD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MONIQUE WILLARD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN MINARD | |||||||
| FACULTY REPRESENTATIVE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN FRANKLIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAITLIN OPPENHEIMER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS VANARSDALE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAMIAN JONES | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $331,700 | $0 | $44,683 | ||
| AIMEE WEIL | |||||||
| ASST HEAD/FINANCE & OPERAT | 40.00 | Yes (X) | $176,224 | $0 | $30,046 | ||
| JENNIFER RAWLINGS | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | $129,191 | $0 | $16,846 | Yes (X) | ||
| DAVID PANUSH | |||||||
| DIRECTOR TECH & INNOVATIVE | 40.00 | $116,832 | $0 | $25,680 | Yes (X) | ||
| KAIANASA GEORGE | |||||||
| ADMISSIONS DIRECTOR | 40.00 | $133,944 | $0 | $11,268 | Yes (X) | ||
| ELIZABETH PLESHETTE | |||||||
| DEAN OF COLLEGE COUNSELING | 40.00 | $142,102 | $0 | $9,141 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,029,993 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $137,664 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KALMIA CONSTRUCTION | |||||
| 10230 SOUTHARD DRIVE | BELTSVILLE | MD | 20705 | CONSTRUCTION | $2,418,249 |
| BOWIE GRIDLEY ARCHITECTS | |||||
| 701 8TH STREET NW STE 700 | WASHINGTON | DC | 20001 | ARCHITECTURAL SERVICES | $195,765 |
| RED COATS INC | |||||
| PO BOX 79579 | BALTIMORE | MD | 21279 | JANITORIAL SERVICES | $181,237 |
| MELE ASSOCIATES | |||||
| 11 TAFT COURT STE 101 | ROCKVILLE | MD | 20850 | NETWORK MAINTENANCE | $144,303 |
| COUGHLIN TRANSPORTATION | |||||
| 7961 QUEENAIR DRIVE | GAITHERSBURG | MD | 20879 | TRANSPORTATION SERVICES | $125,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $697,581 | AllOtherContributionsAmt |
| Noncash Contributions | $21,507 | NoncashContributionsAmt |
| Total Contributions | $697,581 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $13,582,132 | $13,582,132 |
| SUMMER PROGRAMS | 900099 | $67,265 | $67,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,649,397 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $203,834 | TotalRevenueColumnAmt |
| Exclusion | $203,834 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,058,894 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,027,103 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,791 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,791 | TotalRevenueColumnAmt |
| Exclusion | $31,791 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $389,597 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $76,497 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $313,100 | TotalRevenueColumnAmt |
| Exclusion | $313,100 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $98,474 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $98,474 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $98,474 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,994,177 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,747,871 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $548,725 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,777,418 | TotalAmt |
| Program Services | $2,777,418 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736,867 | TotalAmt |
| Program Services | $502,897 | ProgramServicesAmt |
| Management And General | $203,519 | ManagementAndGeneralAmt |
| Fundraising | $30,451 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,793,407 | TotalAmt |
| Program Services | $3,953,881 | ProgramServicesAmt |
| Management And General | $1,600,114 | ManagementAndGeneralAmt |
| Fundraising | $239,412 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,746 | TotalAmt |
| Program Services | $115,848 | ProgramServicesAmt |
| Management And General | $46,883 | ManagementAndGeneralAmt |
| Fundraising | $7,015 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,809 | TotalAmt |
| Program Services | $702,824 | ProgramServicesAmt |
| Management And General | $284,428 | ManagementAndGeneralAmt |
| Fundraising | $42,557 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,683 | TotalAmt |
| Program Services | $310,994 | ProgramServicesAmt |
| Management And General | $125,858 | ManagementAndGeneralAmt |
| Fundraising | $18,831 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,075 | TotalAmt |
| Management And General | $10,075 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,026 | TotalAmt |
| Management And General | $98,026 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,445 | TotalAmt |
| Management And General | $53,445 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,600 | TotalAmt |
| Fundraising | $5,600 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,953 | TotalAmt |
| Program Services | $50,003 | ProgramServicesAmt |
| Management And General | $6,950 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,723 | TotalAmt |
| Program Services | $379,157 | ProgramServicesAmt |
| Management And General | $98,616 | ManagementAndGeneralAmt |
| Fundraising | $58,950 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,132 | TotalAmt |
| Program Services | $192,926 | ProgramServicesAmt |
| Management And General | $3,206 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,756 | TotalAmt |
| Program Services | $181,756 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,126 | TotalAmt |
| Program Services | $420,126 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,305 | TotalAmt |
| Program Services | $540,448 | ProgramServicesAmt |
| Management And General | $857 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,378 | TotalAmt |
| Program Services | $2,700 | ProgramServicesAmt |
| Management And General | $127,678 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FACILITIES MAINTENANCE | $441,040 | $441,040 | ||
| EDUCATIONAL PROGRAMS EX | $320,119 | $265,716 | $54,403 | |
| MISCELLANEOUS EXPENSES | $282,733 | $22,120 | $245,747 | $14,866 |
| AUXILIARY EXPENSES | $260,068 | $260,068 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,506 | TotalAmt |
| Fundraising | $5,506 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,502,915 | TotalAmt |
| Program Services | $11,119,922 | ProgramServicesAmt |
| Management And General | $2,959,805 | ManagementAndGeneralAmt |
| Fundraising | $423,188 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391 | BOYAmt |
| EOY | $391 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,055,150 | BOYAmt |
| EOY | $4,911,565 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,574 | BOYAmt |
| EOY | $146,773 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,807,131 | BOYAmt |
| EOY | $2,252,244 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,415 | BOYAmt |
| EOY | $4,415 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,422 | BOYAmt |
| EOY | $105,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,792,526 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,398,710 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,902,116 | BOYAmt |
| EOY | $17,393,816 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,771,406 | BOYAmt |
| EOY | $8,205,666 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,568,163 | BOYAmt |
| EOY | $346,518 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,298 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,809,066 | BOYAmt |
| EOY | $33,366,446 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,269,117 | BOYAmt |
| EOY | $674,877 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,164,036 | BOYAmt |
| EOY | $4,485,967 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,377,332 | BOYAmt |
| EOY | $12,013,213 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,298 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,992,783 | BOYAmt |
| EOY | $17,174,057 | 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 | $11,838,589 | BOYAmt |
| EOY | $14,653,796 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,977,694 | BOYAmt |
| EOY | $1,538,593 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,816,283 | BOYAmt |
| EOY | $16,192,389 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,809,066 | BOYAmt |
| EOY | $33,366,446 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $491,262 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,115,156 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $1,986,466 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$754,236 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $75,000 | OtherExpendituresAmt |
| End Year Balance | $1,157,230 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,974,766 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $214,608 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $202,908 | OtherExpendituresAmt |
| End Year Balance | $1,986,466 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,015,814 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $43,299 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $84,347 | OtherExpendituresAmt |
| End Year Balance | $1,974,766 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,645,973 | BeginningYearBalanceAmt |
| Contributions | $375,000 | ContributionsAmt |
| Investment Earnings Or Losses | $76,931 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $82,090 | OtherExpendituresAmt |
| End Year Balance | $2,015,814 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,481,074 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $77,412 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,513 | OtherExpendituresAmt |
| End Year Balance | $1,645,973 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.73845 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26155 | 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 | $2,700,868 | OtherCostOrOtherBasisAmt |
| Book Value | $2,700,868 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,905,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,723,258 | DepreciationAmt |
| Book Value | $11,182,491 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,701,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,675,452 | DepreciationAmt |
| Book Value | $25,603 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,484,854 | OtherCostOrOtherBasisAmt |
| Book Value | $3,484,854 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,393,816 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,124,655 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,115,156 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,777,418 | OtherRevenueAmt |
| Revenue Not Reported | -$3,892,574 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,017,229 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $53,445 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$76,497 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$23,052 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,994,177 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,748,549 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $76,497 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $76,497 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,672,052 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $53,445 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,777,418 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,830,863 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,502,915 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ALL EARNINGS FOR THE ENDOWMENT ARE REFLECTED AS TEMPORARILY RESTRICTED NET ASSETS, UNTIL APPROPRIATED FOR EXPENDITURE BY THE BOARD OF TRUSTEES. THE PERMANENTLY RESTRICTED ENDOWMMENT TO BE INVESTED IN PERPETUITY, THE INCOME FOR WHICH IS EXPENDABLE TO SUPPORT TECHNOLOGY, FACULTY COMPENSATION AND COMBUSTION ENGINE GRANT REQUESTS. |
| PART X, LINE 2: | THE SCHOOL FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE SCHOOL'S EVALUATION OF TAX POSITIONS, WHICH INCLUDES MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT TOOK ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST TUITION REVENUE IN THE FINANCIAL STATEMENT -2,777,418. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES -76,497. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 76,497. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST TUITION REVENUE IN THE FINANCIAL STATEMENT 2,777,418. |
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 | A NOTICE OF NONDISCRIMINATORY POLICY TOWARD STUDENTS IS PLACED IN THE WASHINGTON POST ANNUALLY BY THE ASSOCIATION OF INDEPENDENT SCHOOLS OF GREATER WASHINGTON. EDMUND BURKE SCHOOL IS A LISTED MEMBER SCHOOL IN THIS NOTICE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL AUCTION | Event1Nm |
| Gross Receipts Event1 | $389,597 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $389,597 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $76,497 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $389,597 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $389,597 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $76,497 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $76,497 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $313,100 | 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 | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL AID | 107 | $2,361,386 |
| TUITION REMISSION | 12 | $416,032 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENTS APPLY FOR FINANCIAL AID BASED ON NEED. NEED IS CALCULATED BY TADS FINANCIAL AID ASSESSMENT SERVICES, AN INDEPENDENT SERVICE, WHICH REPORTS SUMMARY INFORMATION ON THE APPLICANTS TO EDMUND BURKE SCHOOL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAMIAN JONES | ||||||||||||||
| HEAD OF SCHOOL | $331,700 | $0 | $0 | $0 | $0 | $0 | $19,500 | $0 | $25,183 | $0 | $376,383 | $0 | $0 | $0 |
| AIMEE WEIL | ||||||||||||||
| ASST HEAD/FINANCE & OPERAT | $176,224 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $4,046 | $0 | $206,270 | $0 | $0 | $0 |
| ELIZABETH PLESHETTE | ||||||||||||||
| DEAN OF COLLEGE COUNSELING | $142,102 | $0 | $0 | $0 | $0 | $0 | $961 | $0 | $8,180 | $0 | $151,243 | $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 | DC REUNDING REVENUE BONDS SERIES 2019 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 520883668 | BondIssuerEIN |
| Bond Issued | 2019-05-30 | BondIssuedDt |
| Issue Price | $13,270,000 | IssuePriceAmt |
| Purpose | REFINANCING OF BOND | 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 |
| Retired | $1,060,000 | RetiredAmt |
| Total Proceeds | $13,270,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $247,350 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $11,220,000 | CapitalExpendituresAmt |
| Substantial Completion | 2019 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT 990 IS REVIEWED IN DETAIL BY THE DIRECTOR OF FINANCE AND OPERATIONS AND BY THE BUSINESS MANAGER BEFORE APPROVAL FOR ELECTRONIC FILING WITH THE IRS IS GIVEN. APPROPRIATE ADJUSTMENTS ARE MADE AND THE DIRECTOR OF FINANCE AND OPERATIONS SIGNS THE FORM 990 BEFORE FILING. A COPY OF THE FINAL 990 IS GIVEN TO THE PRESIDENT OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER MUST SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY TO RECOGNIZE HIS/HER UNDERSTANDING AND COMPLIANCE WITH THE ORGANIZATION'S WRITTEN POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE HEAD OF SCHOOL IS REVIEWED AND APPROVED BY A SUBCOMMITTEE OF THE GOVERNING BOARD. UPON INITIAL HIRE THE COMPENSATION AGREEMENT IS A MULTI-YEAR CONTRACT WHICH IS OCCASIONALLY ADJUSTED ONLY AFTER CONSIDERATION OF COMPARABILITY DATA AVAILABLE FROM CURRENT LOCAL AND NATIONAL INDEPENDENT SCHOOL ASSOCIATION SURVEYS. GUIDANCE IS PRIMARILY RECEIVED FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. FOR BOTH THE INITIAL HIRE AND ANY ADJUSTMENT TO THE CONTRACT THE COMMITTEE PRESENTS ITS RECOMMENDATIONS TO THE GOVERNING BOARD FOR FINAL APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR COPIES. THE DOCUMENTS RESIDE IN THE OFFICE OF THE FINANCIAL DIRECTOR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMUND BURKE SCHOOL LANDHOLDING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4101 CONNECTICUT AVE NW 1ST FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522330426 | EIN |
| Primary Activities | LAND HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $2,656,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMUND BURKE SCHOOL INC | BusinessNameLine1Txt |