CHARLES WRIGHT ACADEMY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES WRIGHT ACADEMY (EIN 91-0673111)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349308756
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T12:29:40-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910673111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES WRIGHT ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 2536208300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7723 CHAMBERS CREEK ROAD | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98467 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE CISAKOWSKI | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2536208300 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH B HUANG | PreparerPersonNm |
| PTIN | P00745974 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RACHEL RIPPL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7723 CHAMBERS CREEK ROAD | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,254,238 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHARLESWRIGHT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | AN INDEPENDENT SCHOOL FOR CHILDREN FROM PRESCHOOL THROUGH 12TH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 236 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $223 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,110,517 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,692,084 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,561,096 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,332,104 | CYProgramServiceRevenueAmt |
| PY Investment Income | $706,095 | PYInvestmentIncomeAmt |
| CY Investment Income | $814,789 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$97,820 | PYOtherRevenueAmt |
| CY Other Revenue | -$61,488 | CYOtherRevenueAmt |
| PY Total Revenue | $19,279,888 | PYTotalRevenueAmt |
| CY Total Revenue | $20,777,489 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,699,323 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,746,050 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,027,912 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,270,101 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $800,432 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,627,101 | PYOtherExpensesAmt |
| CY Other Expenses | $8,239,826 | CYOtherExpensesAmt |
| PY Total Expenses | $21,354,336 | PYTotalExpensesAmt |
| CY Total Expenses | $25,255,977 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,074,448 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,478,488 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,469,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,169,749 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,250,167 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,845,210 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,219,520 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,324,539 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INSPIRE ACTIVE, JOYFUL LEARNING WHILE NURTURING AND CHALLENGING OUR STUDENTS TO DEVELOP THE CHARACTER, CREATIVITY, AND SKILLS TO SUCCESSFULLY NAVIGATE THE FUTURE WITH CONFIDENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,736,439 | ExpenseAmt |
| Grant | $3,746,050 | GrantAmt |
| Revenue | $18,332,104 | RevenueAmt |
| Desc | CHARLES WRIGHT ACADEMY IS AN INDEPENDENT SCHOOL FOR CHILDREN FROM PRESCHOOL THROUGH 12TH GRADE. OUR TEACHERS SUPPORT, STRETCH, AND CHALLENGE OUR STUDENTS TO BECOME RESILIENT, SELF-RELIANT, INDEPENDENT LEARNERS AND THINKERS. STUDENTS BENEFIT FROM A COMPREHENSIVE CURRICULUM THAT INCLUDES LAB SCIENCE, VISUAL AND PERFORMING ART, FOREIGN LANGUAGE AND PHYSICAL EDUCATION. CLASSROOM LEARNING IS ENHANCED BY INTERSCHOLASTIC ATHLETICS, CLUBS, EXPERIENTIAL LEARNING AND OUTDOOR EDUCATION. AT THE HEART OF THE CHARLES WRIGHT EXPERIENCE IS A COMMUNITY THAT HELPS STUDENTS DEVELOP THEIR FULL POTENTIAL AND BECOME INSPIRED, LIFE-LONG LEARNERS. TOTAL ENROLLMENT FOR THE 2023-24 SCHOOL YEAR WAS 570 STUDENTS. | Desc |
| Total Program Service Expenses | $20,736,439 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 236 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANIE CISAKOWSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2536208300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7723 CHAMBERS CREEK ROAD | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98467 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 |
|---|---|---|---|---|---|---|---|
| TOBY MURRAY | |||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ADAM KLAKNEY | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TAMARA HORN | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SCOTT LIMOLI | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DREW BAMFORD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GUILLERMO CHACON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY HAPPY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HIRSCHBERG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AIMEE ALLEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN SCLAIR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE STICE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH WEYERHAEUSER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TREVOR WILL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY SCHAUER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN RICE | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $379,860 | $0 | $59,737 | ||
| SUSAN WAYLAND | |||||||
| INTERIM CFO | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL RIPPL | |||||||
| MIDDLE SCHOOL DIRECTOR | 40.00 | $118,349 | $0 | $25,060 | Yes (X) | ||
| LAURA ROSE | |||||||
| MARKETING DIRECTOR | 40.00 | $128,242 | $0 | $35,575 | Yes (X) | ||
| RIXA EVERSHED | |||||||
| BEGINNING SCHOOL DIRECTOR | 40.00 | $102,671 | $0 | $5,551 | Yes (X) | ||
| STEPHEN RUDOLF | |||||||
| ADMISSIONS DIRECTOR | 40.00 | $112,845 | $0 | $11,369 | Yes (X) | ||
| BETTY BENSON | |||||||
| UPPER SCHOOL DIRECTOR | 40.00 | $153,833 | $0 | $33,803 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $995,800 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $171,095 | 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 |
|---|---|---|---|---|---|
| PEASE CONSTRUCTION | |||||
| 3815 100TH ST SW STE 3A | LAKEWOOD | WA | 98499 | CONSTRUCTION | $591,339 |
| BRIGHTVIEW LANDSCAPES LLC | |||||
| PO BOX 31001-2463 | PASADENA | CA | 91110 | LANDSCAPING | $416,954 |
| ALADDIN FOOD MGMT SVCS | |||||
| 16567 COLLECTIONS CTR | CHICAGO | IL | 60693 | FOOD SERVICES | $412,531 |
| ENVIRONMENT CONTROL | |||||
| 6830 S 220TH ST BLDG 1 157 | KENT | WA | 98032 | JANITOR | $407,025 |
| GREEN EDVENTURES LLC | |||||
| 5348 VEGAS DRIVE 1102 | LAS VEGAS | NV | 89108 | GROUP TRAVEL FACILITATORS | $241,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $158,425 | FundraisingAmt |
| Government Grants | $917,232 | GovernmentGrantsAmt |
| All Other Contributions | $616,427 | AllOtherContributionsAmt |
| Noncash Contributions | $50,747 | NoncashContributionsAmt |
| Total Contributions | $1,692,084 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $16,631,123 | $16,631,123 |
| AUXILIARY ACTIVITIES | 611710 | $1,700,981 | $1,700,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,332,104 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $818,013 | TotalRevenueColumnAmt |
| Exclusion | $818,013 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,750 | 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 | $19,750 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,750 | TotalRevenueColumnAmt |
| Exclusion | $19,750 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,331,957 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,335,181 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,224 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,224 | TotalRevenueColumnAmt |
| Exclusion | -$3,224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $51,306 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $158,425 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $141,568 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$90,262 | TotalRevenueColumnAmt |
| Exclusion | -$90,262 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REBATES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,024 | TotalRevenueColumnAmt |
| Exclusion | $9,024 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,024 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,777,489 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,332,104 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $753,301 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,746,050 | TotalAmt |
| Program Services | $3,746,050 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,860 | TotalAmt |
| Management And General | $391,860 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,775,716 | TotalAmt |
| Program Services | $7,877,308 | ProgramServicesAmt |
| Management And General | $1,577,633 | ManagementAndGeneralAmt |
| Fundraising | $320,775 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,951 | TotalAmt |
| Program Services | $341,567 | ProgramServicesAmt |
| Management And General | $85,467 | ManagementAndGeneralAmt |
| Fundraising | $13,917 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,909,378 | TotalAmt |
| Program Services | $1,479,033 | ProgramServicesAmt |
| Management And General | $370,084 | ManagementAndGeneralAmt |
| Fundraising | $60,261 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,196 | TotalAmt |
| Program Services | $582,662 | ProgramServicesAmt |
| Management And General | $145,794 | ManagementAndGeneralAmt |
| Fundraising | $23,740 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,049 | TotalAmt |
| Program Services | $80,049 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,552 | TotalAmt |
| Program Services | $100,552 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,405 | TotalAmt |
| Management And General | $73,405 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,770,753 | TotalAmt |
| Program Services | $1,672,210 | ProgramServicesAmt |
| Management And General | $89,957 | ManagementAndGeneralAmt |
| Fundraising | $8,586 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,656 | TotalAmt |
| Program Services | $154 | ProgramServicesAmt |
| Management And General | $16,957 | ManagementAndGeneralAmt |
| Fundraising | $233,545 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,763 | TotalAmt |
| Program Services | $183,894 | ProgramServicesAmt |
| Management And General | $221,725 | ManagementAndGeneralAmt |
| Fundraising | $24,144 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,752 | TotalAmt |
| Program Services | $255,181 | ProgramServicesAmt |
| Management And General | $12,389 | ManagementAndGeneralAmt |
| Fundraising | $1,182 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,313 | TotalAmt |
| Program Services | $495,394 | ProgramServicesAmt |
| Management And General | $53,619 | ManagementAndGeneralAmt |
| Fundraising | $3,300 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,617 | TotalAmt |
| Management And General | $47,617 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,641 | TotalAmt |
| Program Services | $114,548 | ProgramServicesAmt |
| Management And General | $5,562 | ManagementAndGeneralAmt |
| Fundraising | $531 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,901,653 | TotalAmt |
| Program Services | $1,805,620 | ProgramServicesAmt |
| Management And General | $87,666 | ManagementAndGeneralAmt |
| Fundraising | $8,367 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,424 | TotalAmt |
| Program Services | $395,395 | ProgramServicesAmt |
| Management And General | $19,197 | ManagementAndGeneralAmt |
| Fundraising | $1,832 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT & CLASSROOM | $749,749 | $642,661 | $15,127 | $91,961 |
| FOOD COSTS | $663,977 | $592,515 | $62,348 | $9,114 |
| REPAIRS & MAINTENANCE | $326,284 | $309,806 | $15,042 | $1,436 |
| DUES & SUBSCRIPTIONS | $168,601 | $61,850 | $105,214 | $1,537 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,637 | TotalAmt |
| Program Services | -$10 | ProgramServicesAmt |
| Management And General | $322,443 | ManagementAndGeneralAmt |
| Fundraising | -$3,796 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,255,977 | TotalAmt |
| Program Services | $20,736,439 | ProgramServicesAmt |
| Management And General | $3,719,106 | ManagementAndGeneralAmt |
| Fundraising | $800,432 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,411,073 | BOYAmt |
| EOY | $713,665 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,620 | BOYAmt |
| EOY | $405,356 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,345,154 | BOYAmt |
| EOY | $9,768,771 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $893 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $486,116 | BOYAmt |
| EOY | $529,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $55,717,023 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,823,550 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,178,943 | BOYAmt |
| EOY | $21,893,473 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,069,084 | BOYAmt |
| EOY | $35,727,783 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,314,804 | BOYAmt |
| EOY | $8,131,615 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,469,687 | BOYAmt |
| EOY | $77,169,749 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,573,474 | BOYAmt |
| EOY | $2,218,186 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,676,693 | BOYAmt |
| EOY | $11,627,024 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,250,167 | BOYAmt |
| EOY | $13,845,210 | 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 | $38,314,970 | BOYAmt |
| EOY | $35,936,623 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,904,550 | BOYAmt |
| EOY | $27,387,916 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,219,520 | BOYAmt |
| EOY | $63,324,539 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,469,687 | BOYAmt |
| EOY | $77,169,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,478,488 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,583,507 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,452,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,884,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,465,451 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,110,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,692,084 | CurrentTaxYearAmt |
| Total | $9,604,723 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,452,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,884,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,465,451 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,110,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,692,084 | CurrentTaxYearAmt |
| Total | $9,604,723 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $219,774 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,384,949 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $909,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $790,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $982,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $691,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $837,763 | CurrentTaxYearAmt |
| Total | $4,211,829 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $182,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $9,024 | CurrentTaxYearAmt |
| Total | $194,745 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,011,297 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $85,206,213 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FLEX PLAN FORFEITURES - 2019 AMOUNT: $ 1,730. 2020 AMOUNT: $ 1,000. MISCELLANEOUS - 2021 AMOUNT: $ 1,294. INSURANCE PROCEEDS - 2021 AMOUNT: $ 181,697. REBATES REFUNDS - 2023 AMOUNT: $ 9,024. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,544,676 | BeginningYearBalanceAmt |
| Contributions | $11,230 | ContributionsAmt |
| Investment Earnings Or Losses | $5,004,954 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,605,318 | OtherExpendituresAmt |
| End Year Balance | $39,955,542 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,473,922 | BeginningYearBalanceAmt |
| Contributions | $9,630 | ContributionsAmt |
| Investment Earnings Or Losses | $3,415,215 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,354,091 | OtherExpendituresAmt |
| End Year Balance | $36,544,676 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,053,266 | BeginningYearBalanceAmt |
| Contributions | $234,014 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,802,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,010,700 | OtherExpendituresAmt |
| End Year Balance | $34,473,922 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,252,438 | BeginningYearBalanceAmt |
| Contributions | $11,336 | ContributionsAmt |
| Investment Earnings Or Losses | $8,105,855 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $470,804 | GrantsOrScholarshipsAmt |
| Other Expenditures | $774,307 | OtherExpendituresAmt |
| Administrative Expenses | $71,252 | AdministrativeExpensesAmt |
| End Year Balance | $37,053,266 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,853,949 | BeginningYearBalanceAmt |
| Contributions | $527,733 | ContributionsAmt |
| Investment Earnings Or Losses | $909,801 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $402,917 | GrantsOrScholarshipsAmt |
| Other Expenditures | $423,476 | OtherExpendituresAmt |
| Administrative Expenses | $212,652 | AdministrativeExpensesAmt |
| End Year Balance | $30,252,438 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32985 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33506 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33509 | 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 | $806,653 | OtherCostOrOtherBasisAmt |
| Book Value | $806,653 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,963,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,207,062 | DepreciationAmt |
| Book Value | $18,756,866 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,946,442 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,616,488 | DepreciationAmt |
| Book Value | $2,329,954 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,893,473 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUND | $1,975,219 | F |
| PRIVATE EQUITY | $6,156,396 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,131,615 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $21,646,803 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,583,507 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $500 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$3,819,455 | OtherRevenueAmt |
| Revenue Not Reported | $764,552 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,882,251 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$104,762 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$104,762 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,777,489 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,541,784 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $500 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $104,762 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $105,262 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,436,522 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $73,405 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,746,050 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,819,455 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,255,977 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | CHARLES WRIGHT ACADEMY ACTS AS AN AGENT FOR STUDENT ORGANIZATIONS AND THE PA (PARENT ASSOCIATION). THE MONEY IS HELD BY CHARLES WRIGHT ACADEMY FOR EACH ACTIVITY AND ORGANIZATION. THE AMOUNTS ARE CONSIDERED A LIABILITY TO CHARLES WRIGHT ACADEMY. |
| PART V, LINE 4: | PURE ENDOWMENT FUNDS ARE HELD INTO PERPETUITY AS DESIGNATED BY THE BENEFACTOR. QUASI-ENDOWMENT FUNDS ARE HELD AS DESIGNATED BY THE BOARD OF TRUSTEES. ANNUALLY 4% IS DRAWN FROM THE ENDOWMENT BY BOARD POLICY USE TO FUND FINANCIAL AID AND OTHER OPERATIONAL EXPENSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID REPORTED ON PART IX -3,746,050. INVESTMENT MANAGEMENT FEES REPORTED ON PART IX -73,405. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE REPORTED ON PART VIII -104,762. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE REPORTED ON PART VIII 104,762. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID REPORTED ON PART IX 3,746,050. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PARTICIPATES IN AN ANNUAL ADVERTISEMENT WITH OTHER INDEPENDENT SCHOOLS IN THE REGION, WHERE THE NONDISCRIMINATORY POLICY IS PUBLISHED IN ALL REGIONAL NEWSPAPERS AND JOURNALS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | $2,894,325 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | N/A | $3,902,442 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE | STUDENT FIELD TRIP | $50,013 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICE | STUDENT FIELD TRIP | $189,576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,036,356 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,036,356 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPIRIT AUCTION | Event1Nm |
| Gross Receipts Event1 | $209,731 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $158,425 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,306 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,060 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $43,790 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,605 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $87,113 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $209,731 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $158,425 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $51,306 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,060 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $43,790 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,605 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $87,113 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $141,568 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$90,262 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 207 | RecipientCnt |
| Non Cash Assistance | $3,746,050 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH YEAR STUDENTS WISHING TO APPLY FOR FINANCIAL AID FILL OUT THE NECESSARY APPLICATION FORMS. THE APPLICATIONS ARE SENT TO SSS, A 3RD-PARTY FINANCIAL AID/SCHOLARSHIP REVIEW COMPANY, WHO PROCESSES THE APPLICATIONS AND REPORTS TO THE SCHOOL THEIR DETERMINATION OF EACH APPLICANTS ESTIMATED FAMILY CONTRIBUTION (EFC). THE SCHOOL HAS A STANDING COMMITTEE, CONSISTING OF THE DIRECTOR OF ENROLLMENT MANAGEMENT, CFO AND THE HEAD OF SCHOOL. THIS STANDING COMMITTEE REVIEWS EACH REPORT FROM SSS AND THE REPORTED EFC. THE COMMITTEE USES THE REPORTED EFC AS A STARTING POINT TO DETERMINE A CWA-REVISED EFC, WHICH ADJUSTS FOR MORE SPECIFIC FACTORS APPLICABLE TO THE APPLICANTS, SUCH AS COST OF LIVING ALLOWANCE FOR THE STUDENTS CITY OF RESIDENCE. THE DIFFERENCE BETWEEN THE FINAL CWA-REVISED EFC AND TUITION IS THE AMOUNT OF NEED. ANY SUBSEQUENT CHANGES TO THE FINANCIAL AID AWARDS ARE INITIATED BY THE DIRECTOR OF ENROLLMENT MANAGEMENT AND ARE APPROVED BY THE HEAD OF SCHOOL AND CFO. STUDENTS GRANTED FINANCIAL AID MUST REAPPLY FOR IT EVERY YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN RICE | ||||||||||||||
| HEAD OF SCHOOL | $379,860 | $0 | $0 | $0 | $0 | $0 | $36,722 | $0 | $23,015 | $0 | $439,597 | $0 | $0 | $0 |
| BETTY BENSON | ||||||||||||||
| UPPER SCHOOL DIRECTOR | $153,705 | $0 | $0 | $0 | $128 | $0 | $7,692 | $0 | $26,111 | $0 | $187,636 | $0 | $0 | $0 |
| LAURA ROSE | ||||||||||||||
| MARKETING DIRECTOR | $128,125 | $0 | $0 | $0 | $117 | $0 | $9,615 | $0 | $25,960 | $0 | $163,817 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | N/A | RelationshipWithOrgTxt |
| Cash Grant | $26,600 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDNA S GAUDIANE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF HEAD OF SCHOOL | RelationshipDescriptionTxt |
| Transaction | $17,923 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,941 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 111 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,806 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS IN COLUMN (B) REPRESENT THE NUMBER OF DONATIONS RECEIVED FOR SECURITIES AND THE NUMBER OF ITEMS DONATED FOR AUCTION ITEMS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6, VOLUNTEERS: | PARENTS VOLUNTEER IN A NUMBER OF WAYS AT CHARLES WRIGHT ACADEMY. THESE INCLUDE; PARENT ASSOCIATION SUPPORT FOR FUNDRAISING ACTIVITIES SUCH AS THE ANNUAL AUCTION; SPORTS BOOSTERS; AND STUDENT ACTIVITIES AND CLUBS. THERE ARE ALSO 15 VOLUNTEER BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A PUBLIC DISCLOSURE COPY OF THE FORM 990 TAX RETURN IS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. IN ADDITION, THE AUDIT COMMITTEE REVIEWS THE FINAL FORM 990 SIGNED AND FILED BY A NON-TRUSTEE FINANCIAL OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 12C | CHARLES WRIGHT ACADEMY REQUIRES A CONFLICT OF INTEREST DISCLOSURE STATEMENT COMPLETED BY OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. THE POLICY SPECIFIES THAT NO INDIVIDUAL CAN HAVE MORE THAN A 5% MATERIAL INTEREST IN ANY ENTITY THAT IS LIKELY TO CONFLICT WITH THEIR OFFICIAL DUTIES FOR THE SCHOOL. IT IS A PRACTICE AT CWA NOT TO SELECT INDIVIDUALS TO SERVE IN ANY CAPACITY FOR THE SCHOOL, IF THEY ARE A VENDOR OR AGENT THAT WOULD OBTAIN PERSONAL GAIN FROM THIS RELATIONSHIP. THE HEAD OF SCHOOL AND CHAIR OF THE BOARD REVIEW THESE DISCLOSURES FOR COMPLIANCE. THE HEAD OF SCHOOL AND CHAIR OF THE BOARD ALSO REVIEW ANY POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER A CONFLICT EXISTS. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN DISCUSSION AND VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE CEO (HEAD OF SCHOOL) IS DETERMINED BY A BOARD COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS COMPARABILITY DATA. THE HEAD OF SCHOOL DETERMINES THE COMPENSATION FOR OTHER OFFICERS AND SENIOR ADMINISTRATORS. THE LAST COMPENSATION REVIEW OCCURRED IN JUNE 2024 FOR THE HEAD OF SCHOOL. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |