OVERBROOK SCHOOL FOR THE BLIND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OVERBROOK SCHOOL FOR THE BLIND (EIN 23-1445631)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349305486
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T10:57:57-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231144520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH 16TH STREET SUITE 2900 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | 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 | 231445631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OVERBROOK SCHOOL FOR THE BLIND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OVER | BusinessNameControlTxt |
| Phone | 2158770313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6333 MALVERN AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19151 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD REEVES | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2158770313 | PhoneNum |
| Signature | 2025-05-15 | 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 | HARRISON PEREIRA | PreparerPersonNm |
| PTIN | P00746867 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2025-05-15 | 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 | TODD REEVES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6333 MALVERN AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,987,354 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OBS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1832 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATION FOR STUDENTS WITH VISUAL IMPAIRMENTS AND OTHER CHALLENGES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 286 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,861,662 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,312,600 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,747,161 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,797,324 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,114,179 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,078,636 | CYInvestmentIncomeAmt |
| PY Other Revenue | $62,314 | PYOtherRevenueAmt |
| CY Other Revenue | $268,583 | CYOtherRevenueAmt |
| PY Total Revenue | $43,785,316 | PYTotalRevenueAmt |
| CY Total Revenue | $36,457,143 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $124,568 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $155,642 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,121,262 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,301,444 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $708,838 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,068,829 | PYOtherExpensesAmt |
| CY Other Expenses | $7,499,217 | CYOtherExpensesAmt |
| PY Total Expenses | $28,314,659 | PYTotalExpensesAmt |
| CY Total Expenses | $30,956,303 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,470,657 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,500,840 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $223,196,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $242,529,059 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,851,944 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,425,400 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $218,344,980 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $238,103,659 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO DEVELOP AND DELIVER EDUCATION THAT ENHANCES THE OPTIONS AVAILABLE FOR STUDENTS WITH VISUAL IMPAIRMENTS AND OTHER CHALLENGES SO THAT THEY HAVE THE GREATEST OPPORTUNITY TO EXPERIENCE ACTIVE AND FULFILLING LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,715,405 | ExpenseAmt |
| Revenue | $22,340,210 | RevenueAmt |
| Desc | THE SCHOOL SERVES STUDENTS WHO ARE BLIND OR VISUALLY IMPAIRED, MANY OF WHOM HAVE ADDITIONAL DISABILITIES, ON A DAY AND RESIDENTIAL BASIS. STUDENTS ON CAMPUS RANGE FROM AGES 6 THROUGH 21 AND ARE GROUPED BY AGE INTO THE EARLY CHILDHOOD, ELEMENTARY, MIDDLE SCHOOL, HIGH SCHOOL AND SCHOOL-TO-WORK PROGRAMS. ALL STUDENTS ARE TAUGHT IN SMALL CLASS SETTINGS WITH A TEACHER AND 1-2 PARA-EDUCATORS. STUDENTS RECEIVE INSTRUCTION IN THE PA CORE STANDARDS AS WELL AS THE EXPANDED CORE CURRICULUM FOR STUDENTS WITH VISUAL IMPAIRMENTS. ALL MATERIALS ARE PRESENTED BASED ON THE RESULTS OF A LEARNING MEDIA ASSESSMENT TO DETERMINE THE NEED FOR BRAILLE, LARGE PRINT, SPEECH OUTPUT AND/OR ASSISTIVE TECHNOLOGY. STUDENTS' PROGRAMS ARE INDIVIDUALIZED BASED ON THEIR INDIVIDUAL EDUCATION PROGRAMS AS DETERMINED BY A MULTIDISCIPLINARY TEAM.OSB ALSO SERVES CHILDREN AGES BIRTH-FIVE AND THEIR FAMILIES IN THE HOME OR COMMUNITY SETTINGS WHICH COULD INCLUDE DAY CARE CENTERS, PRESCHOOL PROGRAMS, OR SPECIALIZED SETTINGS. OUR ITINERANT PROGRAM SERVES SCHOOL AGE STUDENTS WHO ATTEND PUBLIC AND CHARTER SCHOOLS.ALL INSTRUCTION IS FOCUSED ON PREPARING OUR STUDENTS TO BE AS INDEPENDENT AS POSSIBLE SO THAT THEY HAVE THE GREATEST OPPORTUNITY TO EXPERIENCE ACTIVE AND FULFILLING LIVES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,728,747 | ExpenseAmt |
| Grant | $155,642 | GrantAmt |
| Revenue | $1,400,814 | RevenueAmt |
| Desc | OPERATION OF EARLY INTERVENTION, PRE-VOCATIONAL AND HABILITATION, AND WORK EXPERIENCE PROGRAMS FOR STUDENTS WHO ARE VISUALLY IMPAIRED. THE EARLY INTERVENTION PROGRAM PROVIDES SERVICES TO CHILDREN FROM BIRTH TO AGE FIVE AND THEIR FAMILIES. THE PROGRAMS OCCUR IN THE CHILD'S HOME, DAY CARE CENTER OR ON LOCATION AT THE SCHOOL FOR CHILDREN WHO REQUIRE ADDITIONAL SERVICES. THE GOALS OF THE PROGRAM ARE TO EMPOWER FAMILIES WITH THE KNOWLEDGE AND RESOURCES NEEDED TO BE ADVOCATES FOR THEIR CHILDREN, TO HELP THE CHILDREN LEARN TO EXPLORE THEIR ENVIRONMENTS THROUGH PLAY AND FUNCTIONAL ACTIVITIES AND TO HELP THE CHILDREN LEARN TO BE AS INDEPENDENT AS POSSIBLE. THE SCHOOL-TO-WORK PROGRAM PROVIDES INTENSIVE INSTRUCTION FOR 19-21 YEAR OLDS. STUDENTS RECEIVE INSTRUCTION IN COMMUNICATION SKILLS, SOCIAL SKILLS, DAILY LIVING, VOCATIONAL OR WORK EXPERIENCE SKILLS, LEISURE SKILLS AND ASSISTIVE TECHNOLOGY. THE WORK EXPERIENCE PROGRAM PREPARES STUDENTS THROUGH CLASSROOM LESSONS AND VOCATIONAL EXPERIENCES AT THE SCHOOL AND AT AREA BUSINESSES FOR THE ADULT WORK WORLD THEY WILL ENTER AFTER GRADUATION. THE EMPHASIS IS ON T.E.C.H., TRAINING, EMPLOYMENT, CAREERS AND HABILITATION. THE MISSION OF THE PROGRAM IS "TO CREATE A COMPREHENSIVE AND DYNAMIC VOCATIONAL ATMOSPHERE WHICH PREPARES EACH STUDENT TO CAPABLY HANDLE PRESENT AND FUTURE WORK ASSIGNMENTS PLUS DEVELOP THE SOCIAL BEHAVIOURS REQUIRED FOR THE ADULT WORLD VOCATIONAL PROGRAM AND EMPLOYMENT ENVIRONMENTS." THE WHITEHALL INDEPENDENT LIVING PROGRAM IS ALSO A COMPONENT OF SERVICES PROVIDED FOR HIGH SCHOOL AND SCHOOL-TO-WORK AGED STUDENTS THAT ENTAILS DORMITORY/APARTMENT LIVING WITH MENU PLANNING, FOOD PREPARATION, SELF-CARE SKILLS, AND LAUNDRY SKILLS AS PART OF THE CURRICULUM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $27,444,152 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 286 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEENA LAWRENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2158770313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6333 MALVERN AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19151 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LYLE T SINE | ||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EDWARD MCGINN JR | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN CHRISTIAN | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SIDNEY ROSENBLATT | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES J MURPHY | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE KEENAN | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MEREDITH CARTER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH SMITH CAMPANA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK RIOBOLI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL FINELLI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARQUITHA GILBERT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY BARON-BAER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WARWICK WHEELER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARJORIE STEIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE MARBLE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS D REES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD REEVES | ||||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $288,886 | $0 | $61,992 | |||
| SHEENA LAWRENCE | ||||||||
| CFO (PRESENT) | 50.00 | Yes (X) | $61,119 | $0 | $10,390 | |||
| CHRISTINE OSTROWSKI | ||||||||
| CFO | 50.00 | Yes (X) | $195,196 | $0 | $33,183 | |||
| JACKIE BRENNAN | ||||||||
| SUPERINTENDENT | 50.00 | $212,311 | $0 | $36,093 | Yes (X) | |||
| LYNNE WILLIAMS | ||||||||
| COORDINATOR | 40.00 | $154,406 | $0 | $35,832 | Yes (X) | |||
| JO ANN MCNAMEE | ||||||||
| COORDINATOR | 40.00 | $149,560 | $0 | $25,425 | Yes (X) | |||
| HELENE MARANO | ||||||||
| HIGH SCHOOL COORDINATOR | 40.00 | $149,270 | $0 | $33,586 | Yes (X) | |||
| MARGUERITE BRADLEY | ||||||||
| EARLY CHILDHOOD | 40.00 | $144,287 | $0 | $32,739 | Yes (X) | |||
| SUSAN M VAUGHAN | ||||||||
| COORDINATOR | 40.00 | $131,023 | $0 | $8,321 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,486,058 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $277,561 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | 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 |
|---|---|---|---|---|---|
| AR BUILDING SERVICES | |||||
| 43 LEOPARD RD SUITE 204 | PAOLI | PA | 19301 | BUILDING CLEANING SERVICES | $613,637 |
| COZEN O'CONNOR | |||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | LEGAL | $267,165 |
| CDW GOVERNMENT | |||||
| 75 REMITTANCE DR STE 1515 | CHICAGO | IL | 60675 | INFORMATION TECHNOLOGY | $243,159 |
| CLEMENS CONSTRUCTION | |||||
| 1435 WALNUT ST 2ND FL | PHILADELPHIA | PA | 19102 | GENERAL CONTRACTOR CONSTRUCTION | $227,617 |
| MICHAEL GORMAN | |||||
| 1915 COUNTY LINE RD | VILLANOVA | PA | 19085 | CONSULTING | $221,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,312,600 | AllOtherContributionsAmt |
| Total Contributions | $1,312,600 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES & CONTRACTS | 611600 | $23,741,024 | $23,741,024 |
| STUDENT AIDES | 611600 | $666,900 | $666,900 |
| COST SHARING REIMBURSEMENT | 611600 | $274,125 | $274,125 |
| FOOD SERVICE | 611600 | $115,275 | $115,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,797,324 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,384,959 | TotalRevenueColumnAmt |
| Exclusion | $5,384,959 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,223,888 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,530,211 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,693,677 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,693,677 | TotalRevenueColumnAmt |
| Exclusion | $4,693,677 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $268,583 | TotalRevenueColumnAmt |
| Exclusion | $268,583 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $268,583 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,457,143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,797,324 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,347,219 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,642 | TotalAmt |
| Program Services | $155,642 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,636 | TotalAmt |
| Program Services | $159,327 | ProgramServicesAmt |
| Management And General | $637,309 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,339,343 | TotalAmt |
| Program Services | $13,705,548 | ProgramServicesAmt |
| Management And General | $365,709 | ManagementAndGeneralAmt |
| Fundraising | $268,086 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,358,976 | TotalAmt |
| Program Services | $2,255,820 | ProgramServicesAmt |
| Management And General | $59,024 | ManagementAndGeneralAmt |
| Fundraising | $44,132 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,709,085 | TotalAmt |
| Program Services | $4,351,054 | ProgramServicesAmt |
| Management And General | $273,695 | ManagementAndGeneralAmt |
| Fundraising | $84,336 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,097,404 | TotalAmt |
| Program Services | $1,011,787 | ProgramServicesAmt |
| Management And General | $66,017 | ManagementAndGeneralAmt |
| Fundraising | $19,600 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,500 | TotalAmt |
| Management And General | $47,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,327 | TotalAmt |
| Management And General | $154,327 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,887,827 | TotalAmt |
| Program Services | $1,190,613 | ProgramServicesAmt |
| Management And General | $547,810 | ManagementAndGeneralAmt |
| Fundraising | $149,404 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,693,527 | TotalAmt |
| Program Services | $1,266,293 | ProgramServicesAmt |
| Management And General | $299,577 | ManagementAndGeneralAmt |
| Fundraising | $127,657 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,161,519 | TotalAmt |
| Program Services | $931,883 | ProgramServicesAmt |
| Management And General | $229,636 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,445 | TotalAmt |
| Program Services | $73,105 | ProgramServicesAmt |
| Management And General | $340 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,507 | TotalAmt |
| Program Services | $73,507 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,937,254 | TotalAmt |
| Program Services | $1,876,900 | ProgramServicesAmt |
| Management And General | $60,354 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,971 | TotalAmt |
| Program Services | $315,533 | ProgramServicesAmt |
| Management And General | $40,438 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $52,032 | $52,032 | ||
| STAFF TRAINING | $46,685 | $25,108 | $21,577 | |
| PRINTING & PUBLICATIONS | $15,623 | $15,623 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,956,303 | TotalAmt |
| Program Services | $27,444,152 | ProgramServicesAmt |
| Management And General | $2,803,313 | ManagementAndGeneralAmt |
| Fundraising | $708,838 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,282,249 | BOYAmt |
| EOY | $3,401,835 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,029,776 | BOYAmt |
| EOY | $5,673,479 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,711,789 | BOYAmt |
| EOY | $2,946,279 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,857 | BOYAmt |
| EOY | $427,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $68,134,380 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,595,651 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,705,365 | BOYAmt |
| EOY | $23,538,729 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,772,444 | BOYAmt |
| EOY | $200,716,039 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,345,444 | BOYAmt |
| EOY | $5,825,078 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,196,924 | BOYAmt |
| EOY | $242,529,059 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,256,678 | BOYAmt |
| EOY | $3,211,493 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,548,390 | BOYAmt |
| EOY | $1,163,813 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,876 | BOYAmt |
| EOY | $50,094 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,851,944 | BOYAmt |
| EOY | $4,425,400 | 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 | $172,872,740 | BOYAmt |
| EOY | $187,103,300 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,472,240 | BOYAmt |
| EOY | $51,000,359 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,344,980 | BOYAmt |
| EOY | $238,103,659 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,196,924 | BOYAmt |
| EOY | $242,529,059 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,500,840 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,717,253 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $540,586 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $192,635,227 | BeginningYearBalanceAmt |
| Contributions | $1,312,600 | ContributionsAmt |
| Investment Earnings Or Losses | $19,135,412 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,938,853 | OtherExpendituresAmt |
| End Year Balance | $211,144,386 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,683,027 | BeginningYearBalanceAmt |
| Contributions | $3,861,662 | ContributionsAmt |
| Investment Earnings Or Losses | $12,064,576 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,974,038 | OtherExpendituresAmt |
| End Year Balance | $192,635,227 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,572,909 | BeginningYearBalanceAmt |
| Contributions | $861,051 | ContributionsAmt |
| Investment Earnings Or Losses | -$30,510,743 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,240,190 | OtherExpendituresAmt |
| End Year Balance | $178,683,027 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $169,610,385 | BeginningYearBalanceAmt |
| Contributions | $585,091 | ContributionsAmt |
| Investment Earnings Or Losses | $40,447,094 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,069,661 | OtherExpendituresAmt |
| End Year Balance | $209,572,909 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $168,070,385 | BeginningYearBalanceAmt |
| Contributions | $306,101 | ContributionsAmt |
| Investment Earnings Or Losses | $2,349,400 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,115,501 | OtherExpendituresAmt |
| End Year Balance | $169,610,385 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.75850 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11210 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12940 | 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 | $127,005 | OtherCostOrOtherBasisAmt |
| Book Value | $127,005 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,803,933 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,089,003 | DepreciationAmt |
| Book Value | $19,714,930 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,439,186 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,484,381 | DepreciationAmt |
| Book Value | $1,954,805 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,764,256 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,022,267 | DepreciationAmt |
| Book Value | $1,741,989 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,538,729 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO STUDENTS | Desc |
| Amt | $50,094 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,094 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $50,560,655 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,717,253 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $540,586 | OtherRevenueAmt |
| Revenue Not Reported | $14,257,839 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,302,816 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $154,327 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $154,327 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,457,143 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,801,976 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,801,976 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $154,327 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $154,327 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,956,303 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SCHOOL REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE SCHOOL BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE SCHOOL'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITIONS. THEREFORE, THE SCHOOL HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH THE ACCOUNTING INTERPRETATION. THE SCHOOL'S FEDERAL INFORMATION RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS, THE FISCAL YEARS ENDED JUNE 30, 2021, 2022, AND 2023, AS WELL AS THE RETURN TO BE FILED FOR THE YEAR ENDED JUNE 30, 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAIN ON INTEREST IN PERPETUAL TRUSTS 540,586. |
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 | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE COMMONWEALTH OF PENNSYLVANIA APPROVES APPLICANTS FOR ADMISSION AND THE SCHOOL IS PROHIBITED FROM DISCRIMINATING ON THE BASIS OF RACE, SEX, OR RELIGIOUS BELIEFS PER ADMISSION POLICIES. |
| SCHEDULE E, PART I, LINE 6 | THE PENNSYLVANIA DEPARTMENT OF EDUCATION PROVIDES FUNDING FOR THE EDUCATION PROGRAM OF THE SCHOOL AND VARIOUS GRANTS/AWARDS FROM THE STATE AND LOCAL DEPARTMENTS AND AGENCIES ARE RECEIVED TO FUND SPECIFIC PROGRAM ACTIVITIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | TO IMPROVE & EXPAND ACCESS TO EDUCATION & EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $162,640 | RegionTotalExpendituresAmt |
| 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 | $162,640 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $162,640 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EAST ASIA | TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. | $13,327 | WIRE TRANSFER | $0 |
| EAST ASIA | TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. | $16,061 | WIRE TRANSFER | $0 |
| EAST ASIA | TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. | $25,750 | WIRE TRANSFER | $0 |
| EAST ASIA | TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. | $12,000 | WIRE TRANSFER | $0 |
| EAST ASIA | TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. | $29,017 | WIRE TRANSFER | $0 |
| EAST ASIA | TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. | $40,500 | WIRE TRANSFER | $0 |
| EAST ASIA | TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. | $25,985 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 1) LETTER OF AGREEMENT BY OSB AND GRANTEE SPECIFIES THAT ANY CHANGES IN THE APPROVED PROGRAM PLAN AND BUDGET MUST BE FORMALLY REQUESTED IN WRITING BY THE GRANTEE TO THE OSB/IP. 2) SITE VISITS ARE MADE AT LEAST ONCE AND SOMETIMES TWICE A YEAR BY OSB/IP STAFF. 3) AN INVENTORY TRACKING SYSTEM FOR ALL EQUIPMENT IS MAINTAINED BY THE OSB INTERNATIONAL PROGRAM OFFICE. 4) A NARRATIVE AND FINANCIAL REPORT ARE SUBMITTED BY ALL GRANTEES ON JANUARY 15 AND JULY 15 EACH YEAR. 5) OSB/IP COORDINATOR COMPLETES AN ANNUAL NARRATIVE REPORT IN SEPTEMBER EACH YEAR FOR THE PRIOR FISCAL YEAR. 6) AN AUDIT OF THE PROGRAM IS COMPLETED EACH YEAR AS PART OF THE GENERAL OSB AUDIT PROCESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD REEVES | ||||||||||||||
| EXECUTIVE DIRECTOR | $288,886 | $0 | $0 | $0 | $0 | $0 | $49,111 | $0 | $12,881 | $0 | $350,878 | $0 | $0 | $0 |
| JACKIE BRENNAN | ||||||||||||||
| SUPERINTENDENT | $212,311 | $0 | $0 | $0 | $0 | $0 | $36,093 | $0 | $0 | $0 | $248,404 | $0 | $0 | $0 |
| CHRISTINE OSTROWSKI | ||||||||||||||
| CFO | $195,196 | $0 | $0 | $0 | $0 | $0 | $33,183 | $0 | $0 | $0 | $228,379 | $0 | $0 | $0 |
| LYNNE WILLIAMS | ||||||||||||||
| COORDINATOR | $154,406 | $0 | $0 | $0 | $0 | $0 | $26,249 | $0 | $9,583 | $0 | $190,238 | $0 | $0 | $0 |
| HELENE MARANO | ||||||||||||||
| HIGH SCHOOL COORDINATOR | $149,270 | $0 | $0 | $0 | $0 | $0 | $25,376 | $0 | $8,210 | $0 | $182,856 | $0 | $0 | $0 |
| MARGUERITE BRADLEY | ||||||||||||||
| EARLY CHILDHOOD | $144,287 | $0 | $0 | $0 | $0 | $0 | $24,529 | $0 | $8,210 | $0 | $177,026 | $0 | $0 | $0 |
| JO ANN MCNAMEE | ||||||||||||||
| COORDINATOR | $149,560 | $0 | $0 | $0 | $0 | $0 | $25,425 | $0 | $0 | $0 | $174,985 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TODD REEVES IS PROVIDED WITH HOUSING ADJACENT TO THE SCHOOL WHICH HE MUST LIVE IN AS A CONDITION OF HIS EMPLOYMENT. | ExplanationTxt |
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 | NARBERTH BOROUGH INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 233077285 | BondIssuerEIN |
| Bond Issued | 2007-07-05 | BondIssuedDt |
| Issue Price | $5,000,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION OF NEW AQUATIC CENTER | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $5,000,000 | TotalProceedsAmt |
| Capital Expenditures | $5,000,000 | CapitalExpendituresAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 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 | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE BUDGET AND AUDIT COMMITTEE. A COPY OF THE FORM IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD PRIOR TO IT BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ANNUALLY MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. OFFICERS, KEY EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS ANNUALLY IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. AN INTERESTED PERSON MUST DISCLOSE ALL FACTS TO THE BOARD FOR CONSIDERATION AND RESOLUTION OF THE TRANSACTION OR ARRANGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES PERFORMS AN ANNUAL REVIEW OF THE COMPENSATION PROVIDED TO THE DIRECTOR REQUIRED UNDER REGULATORY GUIDELINES. THIS REVIEW INCLUDES A COMPARISON TO OTHERS IN SIMILAR POSITIONS IN LIKE ORGANIZATIONS SUCH AS OTHER CHARTERED SCHOOLS FOR THE DEAF AND BLIND AND APPROVED PRIVATE SCHOOLS IN THE COMMONWEALTH OF PENNSYLVANIA, INDEPENDENT SCHOOLS IN THE DELAWARE VALLEY, AND SCHOOLS FOR THE BLIND THROUGHOUT THE COUNTRY. THE MAIN SOURCE OF INFORMATION IS FORM 990 INFORMATION REPORTS OBTAINABLE THROUGH GUIDESTAR OR OTHER SERVICES. INFORMATION MAY ALSO BE REQUESTED FROM INDEPENDENT AGENCIES AND SURVEYS FROM ORGANIZATIONS SUCH AS THE NATIONAL BUSINESS OFFICERS ASSOCIATION OR FROM AGENCIES WHO SPECIALIZE IN RECRUITMENT AND RETENTION OF INDIVIDUALS FOR LIKE POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | INCREASE IN VALUE OF BENEFICIAL INTERESTS IN TRUSTS HELD BY THIRD PARTIES 540,586. |