WESTMINSTER SCHOOLS INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER SCHOOLS INC (EIN 58-0566206)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-06-06
- IRS object ID
- 202301579349300745
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-06T13:31:37-05:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PKWY SE STE 1700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303395946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTMINSTER SCHOOLS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4043558673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTOINETTE M BOYD | PersonNm |
| Person Title | VP OF FINANCE & OPS. | PersonTitleTxt |
| Phone | 4043558673 | PhoneNum |
| Signature | 2023-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANTOINETTE | PersonFirstNm |
| Person Last | BOYD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JO ALEXANDER | PreparerPersonNm |
| PTIN | P00002534 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2023-06-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEITH A EVANS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $110,697,981 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTMINSTER.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | CHRISTIAN, INDEPENDENT DAY SCHOOL FOR BOYS AND GIRLS, WHICH SEEKS TO DEVELOP THE WHOLE PERSON FOR COLLEGE AND FOR LIFE THROUGH EXCELLENT EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 859 | TotalEmployeeCnt |
| Total Volunteers | 775 | TotalVolunteersCnt |
| Total Gross UBI | $1,032,306 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,548,733 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,929,982 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $61,631,024 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $64,350,171 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,951,665 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,224,388 | CYInvestmentIncomeAmt |
| PY Other Revenue | $578,429 | PYOtherRevenueAmt |
| CY Other Revenue | $863,258 | CYOtherRevenueAmt |
| PY Total Revenue | $99,709,851 | PYTotalRevenueAmt |
| CY Total Revenue | $83,367,799 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,668,477 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,667,258 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $49,578,678 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $50,723,568 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $8,650 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $89,941 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,058,284 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,645,206 | PYOtherExpensesAmt |
| CY Other Expenses | $33,510,082 | CYOtherExpensesAmt |
| PY Total Expenses | $84,901,011 | PYTotalExpensesAmt |
| CY Total Expenses | $89,990,849 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,808,840 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,623,050 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $596,739,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $569,051,718 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $164,073,886 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $161,512,681 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $432,665,135 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $407,539,037 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMINSTER IS A CHRISTIAN, INDEPENDENT DAY SCHOOL FOR BOYS AND GIRLS, WHICH SEEKS TO DEVELOP THE WHOLE PERSON FOR COLLEGE AND FOR LIFE THROUGH EXCELLENT EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $73,660,242 | ExpenseAmt |
| Grant | $5,667,258 | GrantAmt |
| Revenue | $60,961,360 | RevenueAmt |
| Desc | ELEMENTARY & SECONDARY EDUCATION, GENERAL ORDER: THE SCHOOL ENROLLED 1900 STUDENTS IN THE YEAR ENDED JULY 31, 2022 WITH 38% MINORITY ENROLLMENT. LOW CLASS SIZE ENCOURAGES ACADEMIC ACHIEVEMENTS REFLECTED BY STUDENTS' ACCOMPLISHMENTS INCLUDING 19 NATIONAL MERIT FINALISTS, 19 SEMIFINALISTS AND 52 COMMENDED STUDENTS. THE MOST RECENT SAT RANGE FOR THE MIDDLE 50% OF THE SENIOR CLASS WAS 1320-1530. THE SCHOOL'S FACULTY, WITH 201 ADVANCED DEGREES, REPRESENTS AN INTEGRAL COMPONENT OF EACH STUDENT'S EDUCATION. ANOTHER SIGNIFICANT COMPONENT OF THEIR EDUCATION IS THE SCHOOL'S 3 LIBRARIES WHICH HOUSE 76,355 VOLUMES. WESTMINSTER'S STUDENTS' INTERESTS EXTEND BEYOND ACADEMICS, AND INCLUDE ATHLETIC PURSUITS, ARTISTIC ACCOMPLISHMENTS, AND COMMUNITY SERVICE. IN THE 2021-2022 SCHOOL YEAR, THE SCHOOL WON 10 STATE CHAMPIONSHIPS IN ATHLETIC COMPETITIONS, WITH 75% OF UPPER SCHOOL AND 75% OF MIDDLE SCHOOL STUDENTS INVOLVED IN ATHLETIC ACTIVITIES. THE ARTS ARE HISTORICALLY VERY STRONG AT WESTMINSTER. OVER 64% OF STUDENTS IN THE MIDDLE SCHOOL AND 32% OF STUDENTS IN THE UPPER SCHOOL PARTICIPATE IN THE PERFORMING ARTS. THE BAND, ORCHESTRA, AND CHORAL PROGRAMS HAVE A NUMBER OF OFFERINGS IN EACH DIVISION OF THE SCHOOL, AND CONSISTENTLY RECEIVE SUPERIOR RATING IN COMPETITIONS. WESTMINSTER IS DEDICATED TO THE CONCEPT OF COMMUNITY SERVICE AND STUDENTS HAVE A STRONG TRADITION OF INVOLVEMENT IN THEIR SCHOOL AND THE WIDER COMMUNITY. MOST STUDENTS PARTICIPATE IN VOLUNTARY COMMUNITY SERVICE. ALL DIVISIONS OF THE SCHOOL PARTICIPATE IN SERVICE OPPORTUNITIES THROUGHOUT THE SCHOOL YEAR. THROUGH ITS ENDOWMENT, WESTMINSTER HAS BEEN ABLE TO PROVIDE EDUCATIONAL OPPORTUNITIES TO STUDENTS WHO WOULD OTHERWISE NOT BE ABLE TO PARTICIPATE IN PRIVATE EDUCATION. IN THE 2021-2022 SCHOOL YEAR, 11% OF THE STUDENTS RECEIVED NEED-BASED FINANCIAL AID WHICH MADE ATTENDANCE AT WESTMINSTER POSSIBLE. FOOD SERVICES PROVIDES 2,447 LUNCHES EACH DAY FOR STUDENTS, FACULTY AND STAFF, PLUS A NUMBER OF ADDITIONAL MEALS AT EVENTS AT THE SCHOOL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,925,675 | ExpenseAmt |
| Revenue | $3,388,811 | RevenueAmt |
| Desc | STUDENT SERVICE PROGRAMS: WESTMINSTER AUXILIARY ENTERPRISES PROVIDE PROGRAMS AND SERVICES WHICH AUGMENT THE SCHOOL'S EDUCATIONAL OBJECTIVES. WESTMINSTER'S SUMMER PROGRAMS OFFER A WIDE VARIETY OF OPPORTUNITIES THROUGH ITS 43 IN-PERSON CAMP OFFERINGS TO 1842 WESTMINSTER AND NON-WESTMINSTER STUDENTS AGES 4-16. WESTMINSTER ELEMENTARY SCHOOL'S AFTER-SCHOOL PROGRAM, ASK!, SERVICES APPROXIMATELY 209 STUDENTS. STUDENTS MAY CHOOSE TO PARTICIPATE IN MINI-COURSES IN A VARIETY OF SUBJECT AREAS INCLUDING ACADEMICS, ARTS AND ATHLETICS DURING REGULAR PROGRAM HOURS. WESTMINSTER'S NURSERY SERVICES 99 STUDENTS BETWEEN THE AGES OF SIX WEEKS AND FOUR YEARS AND IS AVAILABLE FOR BOTH WESTMINSTER AND NON-WESTMINSTER FAMILIES. THE CURRICULUM IS DESIGNED TO DEVELOP AND SUSTAIN EACH CHILD'S NATURAL CURIOSITY TO INSPIRE A LIFELONG LOVE FOR LEARNING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $76,585,917 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 130 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 859 | 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 | 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM AVERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048013486 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303272428 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KEITH A EVANS | |||||||||
| PRESIDENT AND CEO/BOARD TRUSTEE | 55.00 | 0.00 | Yes (X) | Yes (X) | $1,182,152 | $0 | $104,452 | ||
| ANTOINETTE M BOYD | |||||||||
| TREASURER BOT-VP FIN & OPS | 55.00 | 0.00 | Yes (X) | $417,459 | $0 | $96,862 | |||
| EMILIE R HENRY | |||||||||
| VP FOR INSTIT'L ADVANCEMENT | 55.00 | 0.00 | $338,337 | $0 | $114,658 | Yes (X) | |||
| DANETTE MORTON | |||||||||
| HEAD OF MIDDLE SCHOOL | 55.00 | 0.00 | $226,520 | $0 | $103,484 | Yes (X) | |||
| TIMOTHY D DOWNES | |||||||||
| DIRECTOR OF ATHLETICS | 55.00 | 0.00 | $195,125 | $0 | $108,215 | Yes (X) | |||
| WHITCLIFF A MCKNIGHT | |||||||||
| HEAD OF LOWER SCHOOL | 55.00 | 0.00 | $203,867 | $0 | $44,788 | Yes (X) | |||
| TORREY WILLIAMS | |||||||||
| CHIEF INFORMATION OFFICER | 55.00 | 0.00 | $196,898 | $0 | $44,586 | Yes (X) | |||
| ROBERT M RYSHKE | |||||||||
| EXEC DIR-CENTER FOR TEACHING | 55.00 | 0.00 | $178,591 | $0 | $25,262 | Yes (X) | |||
| MARY SHIVERS O'GARA | |||||||||
| BOARD SECRETARY | 55.00 | 0.00 | Yes (X) | $78,134 | $0 | $22,801 | |||
| TINA JACOBS | |||||||||
| BOARD SECRETARY | 55.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL T MURPHY | |||||||||
| CHAIR- BOARD OF TRUSTEES | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JANET M LAVINE | |||||||||
| VICE CHAIR-BOARD OF TRUSTEES | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARILYN S BLACK | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH KILCULLEN BLAKE | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSALIND BREWER | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J DONALD CHILDRESS | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID CUMMINGS | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J EGAN | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK N HALPERN | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT D HAWKINS | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA HSU | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IRA JACKSON | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHARINE W KELLEY | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN S LANIER | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUKAI LIU | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID M LOVE | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA OLIVETTI MCGAHAN | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD V MCPHAIL III | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLISON BOLCH MORAN | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| R BRAND MORGAN | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FLOYD C NEWTON III | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS E NOONAN | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAHUL PATEL | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM T PLYBON | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY A REGAL | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NATOSHA REID RICE | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE SCOTT SAMS | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN L SCHOEN | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| S STEPHEN SELIG | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY P SMALL JR | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| C AUSTIN STEPHENS | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANA WEEKS UGWONALI | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| D SCOTT WEIMER | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,017,083 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $665,108 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 57 | 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 |
|---|---|---|---|---|---|
| JE DUNN CONSTRUCTION COMPANY | |||||
| 1001 LOCUST ST | KANSAS CITY | MO | 64106 | CONSTRUCTION | $17,652,647 |
| FLIK INDEPENDENT SCHOOLS | |||||
| 2 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | DINING SERVICES | $3,397,484 |
| HODGES & HICKS CONTRACTORS LLC | |||||
| 1085 OLD ROSWELL ROAD | ROSWELL | GA | 30076 | CONSTRUCTION | $2,960,562 |
| STAGE FRONT PRESENTATION SYSTEMS | |||||
| 6 SOUTHERN OAKS DRIVE | SAVANNAH | GA | 31405 | INFORMATION TECHNOLOGY SYSTEM | $1,308,998 |
| MIRIMUS INC | |||||
| 760 PARKSIDE AVE SUITE 206 | BROOKLYN | NY | 11226 | COVID TESTING | $1,227,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $15,929,982 | AllOtherContributionsAmt |
| Noncash Contributions | $862,956 | NoncashContributionsAmt |
| Total Contributions | $15,929,982 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $60,785,525 | $60,785,525 |
| SUMMER PROGRAMS | 611110 | $1,847,563 | $1,847,563 |
| NURSERY | 624410 | $1,219,226 | $1,219,226 |
| EXTENDED DAY PROGRAMS | 624410 | $322,022 | $322,022 |
| OTHER PROGRAM FEES | 611710 | $175,835 | $175,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $64,350,171 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,823 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,032,306 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$983,483 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $583,321 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $257,478 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $325,843 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $325,843 | TotalRevenueColumnAmt |
| Exclusion | $325,843 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,979,426 | SecuritiesAmt |
| Other | $270,341 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,072,296 | SecuritiesAmt |
| Other | $1,906 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,907,130 | SecuritiesAmt |
| Other | $268,435 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,175,565 | TotalRevenueColumnAmt |
| Exclusion | $2,175,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,293,065 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $998,502 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $294,563 | TotalRevenueColumnAmt |
| Exclusion | $294,563 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CREDIT CARD REBATE | 900099 | $59,668 | $59,668 |
| STUDENT ACCIDENT & OTHER INS | 900099 | $37,597 | $37,597 |
| TEACHING CONFERENCES | 900099 | $23,400 | $23,400 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,187 | TotalRevenueColumnAmt |
| Exclusion | $122,187 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $242,852 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,367,799 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,350,171 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,032,306 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,055,340 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,667,258 | TotalAmt |
| Program Services | $5,667,258 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,782,840 | TotalAmt |
| Management And General | $1,402,478 | ManagementAndGeneralAmt |
| Fundraising | $380,362 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,980 | TotalAmt |
| Program Services | $239,980 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,573,314 | TotalAmt |
| Program Services | $33,138,523 | ProgramServicesAmt |
| Management And General | $3,568,353 | ManagementAndGeneralAmt |
| Fundraising | $866,438 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,194,203 | TotalAmt |
| Program Services | $1,933,953 | ProgramServicesAmt |
| Management And General | $209,685 | ManagementAndGeneralAmt |
| Fundraising | $50,565 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,170,301 | TotalAmt |
| Program Services | $5,510,957 | ProgramServicesAmt |
| Management And General | $357,360 | ManagementAndGeneralAmt |
| Fundraising | $301,984 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,762,930 | TotalAmt |
| Program Services | $2,332,351 | ProgramServicesAmt |
| Management And General | $343,601 | ManagementAndGeneralAmt |
| Fundraising | $86,978 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,186 | TotalAmt |
| Management And General | $123,186 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,890 | TotalAmt |
| Management And General | $97,890 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,941 | TotalAmt |
| Fundraising | $89,941 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,030 | TotalAmt |
| Management And General | $571,030 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,898,731 | TotalAmt |
| Program Services | $1,125,920 | ProgramServicesAmt |
| Management And General | $721,826 | ManagementAndGeneralAmt |
| Fundraising | $50,985 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,619 | TotalAmt |
| Program Services | $2,287 | ProgramServicesAmt |
| Management And General | $284,976 | ManagementAndGeneralAmt |
| Fundraising | $10,356 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,145,716 | TotalAmt |
| Program Services | $2,701,628 | ProgramServicesAmt |
| Management And General | $419,673 | ManagementAndGeneralAmt |
| Fundraising | $24,415 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,510,959 | TotalAmt |
| Program Services | $1,058,062 | ProgramServicesAmt |
| Management And General | $447,044 | ManagementAndGeneralAmt |
| Fundraising | $5,853 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,524,823 | TotalAmt |
| Program Services | $1,497,071 | ProgramServicesAmt |
| Management And General | $18,298 | ManagementAndGeneralAmt |
| Fundraising | $9,454 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,477,239 | TotalAmt |
| Program Services | $1,414,826 | ProgramServicesAmt |
| Management And General | $61,128 | ManagementAndGeneralAmt |
| Fundraising | $1,285 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,487,833 | TotalAmt |
| Program Services | $688,455 | ProgramServicesAmt |
| Management And General | $647,733 | ManagementAndGeneralAmt |
| Fundraising | $151,645 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,050,999 | TotalAmt |
| Program Services | $2,012,604 | ProgramServicesAmt |
| Management And General | $25,715 | ManagementAndGeneralAmt |
| Fundraising | $12,680 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,073,353 | TotalAmt |
| Program Services | $11,073,353 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070,525 | TotalAmt |
| Program Services | $18,426 | ProgramServicesAmt |
| Management And General | $1,052,099 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $3,612,892 | $3,557,464 | $40,532 | $14,896 |
| FOOD | $2,416,278 | $2,405,882 | $10,396 | |
| BAD DEBT EXPENSE | $708,653 | $708,653 | ||
| FEDERAL AND STATE TAXES | $1,816 | $1,816 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,540 | TotalAmt |
| Program Services | $206,917 | ProgramServicesAmt |
| Management And General | $233,176 | ManagementAndGeneralAmt |
| Fundraising | $447 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,990,849 | TotalAmt |
| Program Services | $76,585,917 | ProgramServicesAmt |
| Management And General | $11,346,648 | ManagementAndGeneralAmt |
| Fundraising | $2,058,284 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,762 | BOYAmt |
| EOY | $799,867 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,389,663 | BOYAmt |
| EOY | $25,306,048 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,840,195 | BOYAmt |
| EOY | $23,189,816 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,344,635 | BOYAmt |
| EOY | $2,456,902 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,521 | BOYAmt |
| EOY | $703,563 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,068,596 | BOYAmt |
| EOY | $1,305,347 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $284,185,238 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,566,926 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,600,227 | BOYAmt |
| EOY | $170,618,312 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,917,701 | BOYAmt |
| EOY | $55,425,330 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,788,323 | BOYAmt |
| EOY | $288,146,614 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,182,398 | BOYAmt |
| EOY | $1,099,919 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,739,021 | BOYAmt |
| EOY | $569,051,718 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,083,339 | BOYAmt |
| EOY | $10,418,549 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,576,912 | BOYAmt |
| EOY | $40,655,934 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,971,866 | BOYAmt |
| EOY | $109,990,235 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,769 | BOYAmt |
| EOY | $447,963 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,073,886 | BOYAmt |
| EOY | $161,512,681 | 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 | $198,493,143 | BOYAmt |
| EOY | $191,876,867 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,171,992 | BOYAmt |
| EOY | $215,662,170 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,665,135 | BOYAmt |
| EOY | $407,539,037 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,739,021 | BOYAmt |
| EOY | $569,051,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,623,050 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$19,033,534 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $530,486 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $56,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,913,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,526,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,548,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,929,982 | CurrentTaxYearAmt |
| Total | $82,975,595 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,913,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,526,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,548,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,929,982 | CurrentTaxYearAmt |
| Total | $82,975,595 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,136,558 | SubstantialContributorsTotAmt |
| Public Support Total170 | $57,839,037 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,030,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $604,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $628,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $632,144 | CurrentTaxYearAmt |
| Total | $2,945,489 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,122,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,067,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,110,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,535,917 | CurrentTaxYearAmt |
| Total | $4,853,955 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $90,775,039 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $296,246,374 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | BOOKSTORE SALES - 2017 AMOUNT: $ 16,925. 2018 AMOUNT: $ 1,021,896. 2019 AMOUNT: $ 987,437. 2020 AMOUNT: $ 934,852. 2021 AMOUNT: $ 1,293,065. SNACKBAR SALES - 2018 AMOUNT: $ 100,798. 2019 AMOUNT: $ 80,075. CREDIT CARD REBATE - 2020 AMOUNT: $ 49,620. 2021 AMOUNT: $ 59,668. INSURANCE REFUND - 2020 AMOUNT: $ 43,711. STUDENT ACCIDENT OTHER INS - 2020 AMOUNT: $ 32,705. 2021 AMOUNT: $ 37,597. OTHER REVENUE - 2020 AMOUNT: $ 50,019. 2021 AMOUNT: $ 122,187. TEACHING CONFERENCES - 2021 AMOUNT: $ 23,400. |
| SCHEDULE A, PART II SECTION A | THE WESTMINSTER SCHOOLS ARE COMPLETING SCHEDULE A PART II IN ORDER TO UTILIZE THE SPECIAL RULE ON 990 SCHEDULE B. SCHEDULE B IDENTIFIES THAT THE SPECIAL RULE MAY BE UTILIZED BY ORGANIZATIONS THAT MET THE 33 1/3% SUPPORT TEST AND CHECKED THE BOX ON SCHEDULE A PART II LINE 13, 16A, OR 16B. THE WESTMINSTER SCHOOLS MET THE 33 1/3% SUPPORT TEST FOR THE FISCAL YEAR ENDED JULY 31, 2022 AND HAVE CHECKED THE BOX ON SCHEDULE A PART II LINE 16A. |
| SCHEDULE A, PART II - OTHER INCOME | SCHEDULE A, PART II HAS BEEN ADJUSTED TO ACCOUNT FOR THE SHORT-PERIOD RETURN FOR 8/1/18-7/31/19. THE TAX YEARS INCLUDED IN THE SCHEDULE A, PART II CALCULATION INCLUDE 7/31/22, 7/31/21, 7/31/20, 7/31/19, AND 7/31/18. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $328,452,369 | BeginningYearBalanceAmt |
| Contributions | $946,961 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,146,251 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,219,174 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,080,826 | OtherExpendituresAmt |
| End Year Balance | $299,953,079 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $260,868,017 | BeginningYearBalanceAmt |
| Contributions | $903,376 | ContributionsAmt |
| Investment Earnings Or Losses | $79,431,038 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,234,778 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,515,284 | OtherExpendituresAmt |
| End Year Balance | $328,452,369 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $272,416,395 | BeginningYearBalanceAmt |
| Contributions | $1,843,161 | ContributionsAmt |
| Investment Earnings Or Losses | $8,849,443 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,105,047 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,135,935 | OtherExpendituresAmt |
| End Year Balance | $260,868,017 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $271,943,396 | BeginningYearBalanceAmt |
| Contributions | $1,707,185 | ContributionsAmt |
| Investment Earnings Or Losses | $11,471,385 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,053,842 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,651,729 | OtherExpendituresAmt |
| End Year Balance | $272,416,395 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $266,595,835 | BeginningYearBalanceAmt |
| Contributions | $58,775 | ContributionsAmt |
| Investment Earnings Or Losses | $5,288,686 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $271,943,396 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.37000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32000 | 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 | $9,603,561 | OtherCostOrOtherBasisAmt |
| Book Value | $9,603,561 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $192,747,243 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,603,952 | DepreciationAmt |
| Book Value | $121,143,291 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,544,480 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,379,435 | DepreciationAmt |
| Book Value | $25,165,045 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,719,986 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,302,587 | DepreciationAmt |
| Book Value | $11,417,399 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,569,968 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,280,952 | DepreciationAmt |
| Book Value | $3,289,016 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $170,618,312 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY FUNDS | $288,075,308 | F |
| REAL ESTATE FUNDS | $71,306 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $288,146,614 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ACCOUNTS | Desc |
| Amt | $447,963 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $447,963 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $59,046,335 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$19,033,534 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$5,972,881 | OtherRevenueAmt |
| Revenue Not Reported | -$25,006,415 | RevenueNotReportedAmt |
| Revenue Subtotal | $84,052,750 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $571,029 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,255,980 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$684,951 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $83,367,799 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $84,172,433 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,255,980 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,255,980 | ExpensesNotReportedAmt |
| Expenses Subtotal | $82,916,453 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $571,029 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,503,367 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,074,396 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $89,990,849 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PREEMINENT FUNCTION OF THE WESTMINSTER SCHOOLS ENDOWMENT FUND IS TO PROVIDE FINANCIAL RESOURCES TO HELP UNDERWRITE THE EDUCATIONAL NEEDS OF CURRENT AND FUTURE GENERATIONS OF STUDENTS AND TO ENHANCE THE FINANCIAL WELL-BEING OF THE WESTMINSTER SCHOOLS. |
| PART X, LINE 2: | THE SCHOOL IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE SCHOOL PROVIDES FOR INCOME TAXES BASED ON FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES WHICH ESTABLISHES THE CRITERION THAT AN INDIVIDUAL TAX POSITION HAS TO MEET FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN THE SCHOOL'S FINANCIAL STATEMENTS. THE SCHOOL IS REQUIRED TO DETERMINE THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE TAX POSITION FOLLOWING AN AUDIT. THE SCHOOL HAS APPLIED THIS CRITERION TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATION REMAINS OPEN. TAX YEARS OPEN TO EXAMINATION BY TAX AUTHORITIES UNDER THE STATUTE OF LIMITATIONS INCLUDE FISCAL 2019 - 2021. THE SCHOOL HAS DETERMINED THAT ITS TAX POSITIONS SATISFY THE MORE LIKELY THAN NOT CRITERION AND THAT NO PROVISION FOR INCOME TAXES IS REQUIRED AT JULY 31, 2022 OR JULY 31, 2021. THE SCHOOL'S POLICY IS TO RECORD INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. FOR THE YEARS ENDED JULY 31, 2022 AND 2021 NO SUCH INTEREST AND PENALTIES WERE RECORDED. THE SCHOOL FILES FORM 990 AND 990-T IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF GEORGIA. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN THE VALUE OF SPLIT INTEREST AGREEMENTS -84,498. AP EXAM FEES NETTED WITH REVENUE -127,455. FINANCIAL AID EXPENSE TREATED AS CONTRA REVENUE ON FINANCIALS -5,667,258. BAD DEBT CONTRA REVENUE ON PRIOR YEAR PLEDGES -708,654. RECOVERY OF PRIOR YEAR UNCOLLECTIBLE PLEDGES 614,984. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BOOKSTORE COGS CONTRA REVENUE -801,702. RENTAL EXPENSES CONTRA REVENUE -257,478. SNACK BAR COS CONTRA REVENUE -196,800. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE COGS RECLASSED TO STATEMENT OF ACTIVITIES 801,702. RENTAL EXPENSE RECLASSED TO STATEMENT OF ACTIVITIES 257,478. SNACK BAR COS RECLASSED TO STATEMENT OF ACTIVITIES 196,800. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE ON PRIOR YEAR PLEDGES 708,654. FINANCIAL AID 5,667,258. AP EXAM FEES NETTED WITH REVENUE 127,455. |
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 WESTMINSTER SCHOOLS, AN INCLUSIVE EDUCATIONAL AND SPIRITUAL COMMUNITY, EMBRACES AND VALUES THE UNIQUE QUALITIES AND TRAITS OF EACH OF ITS MEMBERS. WE RECOGNIZE THAT AN INFORMED UNDERSTANDING OF ONE'S OWN IDENTITY NOT ONLY CONTRIBUTES TO THE DEVELOPMENT OF A HEALTHY, EMPOWERED YOUNG ADULT BUT ALSO ENHANCES THE LEARNING EXPERIENCE FOR EACH AND EVERY MEMBER OF THE COMMUNITY. CONSEQUENTLY, WE CELEBRATE OUR GROWING DIVERSITY THROUGH PROTECTION AND EXPLORATION OF INDIVIDUAL DIFFERENCE ARTICULATED ALONG A WIDE SPECTRUM THAT INCLUDES, BUT CERTAINLY IS NOT LIMITED TO RACE, CLASS, GENDER, RELIGION, AND SEXUAL ORIENTATION. THE SCHOOL'S NONDISCRIMINATORY POLICY IS INCLUDED IN THE SCHOOL'S WEBSITE (HTTPS://WWW.WESTMINSTER.NET/ABOUT-US/EQUITY-INCLUSION), PRINTED MATERIAL PROVIDED TO EVERY PROSPECTIVE STUDENT, AND IN ANY LOCAL NEWSPAPER OR NATIONAL MAGAZINE IN WHICH THE SCHOOL PLACES AN ADVERTISEMENT. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | THIS COURSE WILL EXPLORE THE HISTORY OF THE JEWISH EXPERIENCE AND ANTISEMITISM FROM ANTIQUITY TO THE PRESENT. USING FIRST HAND-ACCOUNTS, LITERATURE, FILM, ART, AND IMMERSIVE TRAVEL, STUDENTS WILL ANALYZE THE ORIGINS, VARIED MANIFESTATIONS, AND PERSISTENCE OF ANTISEMITISM TODAY. STUDENTS WILL EXAMINE THE PSYCHOLOGY AND NEUROSCIENCE OF GROUP DYNAMICS AND THE STRATEGIES THAT LEADERS USE TO APPEAL TO INNATE COGNITIVE BIASES. WE WILL TRAVEL TO THE CZECH REPUBLIC AND POLAND TO VISIT VARIOUS HISTORIC SITES INCLUDING CONCENTRATION CAMPS, MUSEUMS, AND SYNAGOGUES. THROUGHOUT THE COURSE STUDENTS WILL CHRONICLE THEIR LEARNING THROUGH VIDEO JOURNALING WITH THE GOAL OF PRODUCING HIGH-QUALITY DOCUMENTARY FILMS THAT WILL BE SUBMITTED TO THE ATLANTA JEWISH FILM FESTIVAL AND THE ATLANTA HIGH SCHOOL FILM FESTIVAL. | $61,601 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | WITH THE ENGLISH REFORMATION AS A LENS, THIS COURSE EXPLORES THE SHIFTING LANDSCAPES AND SACRED SPACES OF ENGLAND IN THE MEDIEVAL AND EARLY MODERN PERIOD. STUDENTS WILL UNDERSTAND THE PROCESS BY WHICH ENGLAND BROKE AWAY FROM THE CATHOLIC CHURCH IN THE SIXTEENTH CENTURY BY VISITING SITES SUCH AS HENRY VIII'S HAMPTON COURT PALACE, CANTERBURY CATHEDRAL, AS WELL AS SITES AND MUSEUMS IN LONDON AND WILL ILLUMINATE THEIR KNOWLEDGE OF THE BROADER CONTEXT FOR THESE RELIGIOUS CHANGES BY EXPERIENCING SITES OF DEVOTION AND POWER IN AND AROUND YORK AND DURHAM IN THE NORTH. THE DRAMATIC CONFLICTS BETWEEN MONKS AND MONARCHS WILL BE MOST CLEAR WHEN STUDENTS EXPLORE THE EVOCATIVE RUINS OF MONASTIC SITES DISSOLVED IN THE REFORMATION SUCH AS FOUNTAINS ABBEY AND RIEVAULX ABBEY. STUDENTS WILL RESEARCH, PREPARE, AND DEVELOP AN INNOVATIVE PROJECT WHICH WILL BE UTILIZED IN FUTURE HISTORY AND BIBLE CLASSES. | $63,012 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | BUILD, CONNECT AND LEARN. THE GUATEMALA GLOBAL EDUCATION PROGRAM OFFERS AN EXPERIENTIAL LEARNING OPPORTUNITY TO DISCOVER TIES BETWEEN THE UNITED STATES AND GUATEMALA, COLLABORATE TO RAISE FUNDS, BUILD NEW HOMES, AND CONNECT WITH THE PEOPLE OF GUATEMALA. PREP WORK WILL COVER GUATEMALAN HISTORY, DEMOGRAPHICS, INCLUDING GEOGRAPHY, LANGUAGES, RELIGION, GOVERNMENT, AND ECONOMICS. IN GUATEMALA, USING MATERIALS PURCHASED THROUGH FUNDRAISING, WESTMINSTER STUDENTS WILL WORK WITH GUATEMALAN FAMILIES AND OUR PARTNER ORGANIZATION, FROM HOUSES TO HOMES, TO BUILD HOUSES, MAKING THEM STRONG, SAFE, CULTURALLY APPROPRIATE, AND AFFORDABLE TO MAINTAIN. THE HOMES ARE PART OF A WIDER ATTEMPT TO CONNECT THE FAMILIES WITH EDUCATIONAL, HEALTHCARE, AND HOUSING OPPORTUNITIES. | $54,711 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDENTS WILL WALK THE FINAL 100 MILES OF THE WAY OF SAINT JAMES, A CENTURIES-OLD PILGRIMAGE ACROSS NORTHERN SPAIN. ALONG THE WAY, PARTICIPANTS WILL CONNECT WITH PILGRIMS FROM AROUND THE WORLD, REFLECT ON THEIR OWN THOUGHTS ABOUT LIFE, AND ENJOY CONVERSATIONS SURROUNDED BY THE BEAUTY OF THE CAMINO. STUDENTS SHOULD BE ABLE TO WALK UP TO 15 MILES PER DAY WITH A SMALL BACKPACK AS THEY MAKE THE PILGRIMAGE TO THE HISTORIC TOWN OF SANTIAGO DE COMPOSTELA. | $27,571 |
| 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 | $206,895 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $206,895 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| COXE CURRY & ASSOCIATES INC | ||||||||
| 191 PEACHTREE STREET NE STE 450 | ATLANTA | GA | 30303 | CONSULTING | 0 | $0 | $29,940 | -$29,940 |
| LAURA JORDAN | ||||||||
| 214 N SHELMORE BLVD | MT PLEASANT | SC | 29464 | CONSULTING | 0 | $0 | $59,129 | -$59,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $89,069 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$89,069 | TotalNetToOrganizationAmt |
| Licensed States | GA | LicensedStatesCd |
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 | STUDENT TUITION AND FEES | GrantTypeTxt |
| Recipient | 217 | RecipientCnt |
| Cash Grant | $5,667,258 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES FINANCIAL AID TO STUDENTS ATTENDING THE SCHOOL AND THE AMOUNT PROVIDES FOR TUITION AND FEES. THE GRANTS ARE TREATED AS A REDUCTION OF REVENUE AND ARE APPLIED DIRECTLY TO TUITION. NO FORMAL MONITORING PROCESS IS NECESSARY BECAUSE RECIPIENTS DO NOT HAVE CONTROL OF THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEITH A EVANS | ||||||||||||||
| PRESIDENT AND CEO/BOARD TRUSTEE | $639,786 | $0 | $161,500 | $0 | $380,866 | $0 | $17,200 | $0 | $87,252 | $0 | $1,286,604 | $0 | $260,000 | $0 |
| ANTOINETTE M BOYD | ||||||||||||||
| TREASURER BOT-VP FIN & OPS | $317,319 | $0 | $99,171 | $0 | $969 | $0 | $17,200 | $0 | $79,662 | $0 | $514,321 | $0 | $0 | $0 |
| EMILIE R HENRY | ||||||||||||||
| VP FOR INSTIT'L ADVANCEMENT | $280,304 | $0 | $46,689 | $0 | $11,344 | $0 | $17,188 | $0 | $97,470 | $0 | $452,995 | $0 | $0 | $0 |
| DANETTE MORTON | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $225,751 | $0 | $0 | $0 | $769 | $0 | $13,902 | $0 | $89,582 | $0 | $330,004 | $0 | $0 | $0 |
| TIMOTHY D DOWNES | ||||||||||||||
| DIRECTOR OF ATHLETICS | $186,365 | $0 | $0 | $0 | $8,760 | $0 | $11,122 | $0 | $97,093 | $0 | $303,340 | $0 | $0 | $0 |
| WHITCLIFF A MCKNIGHT | ||||||||||||||
| HEAD OF LOWER SCHOOL | $202,991 | $0 | $0 | $0 | $876 | $0 | $18,472 | $0 | $26,316 | $0 | $248,655 | $0 | $0 | $0 |
| TORREY WILLIAMS | ||||||||||||||
| CHIEF INFORMATION OFFICER | $186,216 | $0 | $10,000 | $0 | $682 | $0 | $11,605 | $0 | $32,981 | $0 | $241,484 | $0 | $0 | $0 |
| ROBERT M RYSHKE | ||||||||||||||
| EXEC DIR-CENTER FOR TEACHING | $177,987 | $0 | $0 | $0 | $604 | $0 | $12,742 | $0 | $12,520 | $0 | $203,853 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL, SELECTED MEMBERS OF THE SCHOOL MANAGEMENT TEAM ARE REQUIRED TO RESIDE IN HOUSING LOCATED ON THE CAMPUS. BASED UPON THE FACTS AND CIRCUMSTANCES OF THE REQUIREMENTS OF THEIR RESPECTIVE ROLES AND RESPONSIBILITIES AT THE SCHOOL, IT IS MANAGEMENT'S POSITION THAT THE HOUSING IS NON-TAXABLE TO CERTAIN EMPLOYEES. THE CIRCUMSTANCES OF THE HOUSING BENEFIT ARE REVIEWED ON AN ANNUAL BASIS TO DETERMINE IF THE EXCLUSION UNDER SECTION 119 IS APPLICABLE. DURING THE 2021 CALENDAR YEAR, THE SCHOOL PROVIDED $211,325 IN NON TAXABLE HOUSING COMPENSATION TO EMPLOYEES LISTED ON PART VII AND SCHEDULE J PART II; $115,975 TO TWO OFFICERS, $52,735 TO ONE KEY EMPLOYEE AND $42,615 TO ONE OF THE 5 HIGHEST PAID EMPLOYEES. TRAVEL FOR COMPANIONS THE SCHOOL PAYS FOR TRAVEL AND RELATED PROFESSIONAL BUSINESS EXPENSES WHEN THE PRESIDENT'S SPOUSE ACCOMPANIES THE PRESIDENT ON SCHOOL RELATED EVENTS INCLUDING (A) ALUMNI EVENTS, (B) FUNDRAISING, (C) STUDENT PERFORMANCES AND TRIPS AS WELL AS (D) PROFESSIONAL EDUCATIONAL ACTIVITIES, WHICH REQUIRE THE SPOUSE TO ATTEND. THE PRESIDENT AND SPOUSE'S ATTENDANCE AT THESE EVENTS ON BEHALF OF THE SCHOOL ARE DEEMED AS INTEGRAL AND ARE REQUIRED TO REPRESENT THE SCHOOL AT THOSE EVENTS. IT IS MANAGEMENT'S POSITION THAT THE SPOUSAL TRAVEL IS NON-TAXABLE TO THE EMPLOYEE. PERSONAL SERVICES THE SCHOOL PROVIDED HOUSEKEEPING SERVICES FOR PRESIDENT EVANS' ON-CAMPUS RESIDENCE FOR SPECIAL EVENTS AND MEETINGS IN THE RESIDENCE. IT IS MANAGEMENT'S POSITION THAT THESE AMENITIES ARE NON-TAXABLE TO THE EMPLOYEE. COMPENSATION REPORTED FOR THE PRESIDENT, COLUMN B(III) INCLUDES ADDITIONAL TAXABLE WAGES PROVIDED TO HIM TO COVER CERTAIN PERSONAL EXPENSES THAT HE MAY INCUR. |
| PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE SCHOOL SPONSORS A NON-QUALIFIED 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. UNDER THE NON-QUALIFIED 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, THE SCHOOL'S CONTRIBUTION WHICH IS BASED UPON A PREDETERMINED SCHEDULE AS WELL AS THE PERFORMANCE OF THE PRESIDENT IS ANNUALLY APPROVED BY THE SCHOOL'S BOARD OF TRUSTEES. THE CONTRIBUTIONS AND EARNINGS THEREIN ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. THE FOLLOWING AMOUNT WAS PAID IN CALENDAR 2021, REPRESENTING THE CUMULATIVE SCHOOL CONTRIBUTIONS TO THE 457(F) PLAN INCLUDING IMPUTED EARNINGS. KEITH EVANS $340,017 |
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 | DEVELOPMENT AUTHORITY OF FULTON COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 581506878 | BondIssuerEIN |
| Bond Issued | 2020-04-29 | BondIssuedDt |
| Issue Price | $110,500,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $110,515,933 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $441,959 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $89,924,767 | CapitalExpendituresAmt |
| Other Spent Proceeds | $20,149,207 | OtherSpentProceedsAmt |
| Substantial Completion | 2021 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | 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 | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE B(F) | TOTAL PROCEEDS FROM THE BOND ISSUE INCLUDE BOND PROCEEDS OF $110,500,000 AND INVESTMENT INCOME EARNED FROM THE ESCROW ACCOUNT OF $15,933. THE SCHOOL ISSUED SERIES 2020 REVENUE BONDS ON APRIL 29, 2020 TO FINANCE VARIOUS CONSTRUCTION PROJECTS INCLUDING THE RENOVATION OF AND ADDITION TO ACADEMIC BUILDINGS, THE ADDITION OF A PARKING DECK, THE RENOVATION OF THE FOOTBALL STADIUM AND NEW ADJOINING PEDESTRIAN PLAZA, THE ADDITION OF A MULTIPURPOSE BUILDING AS WELL AS OTHER FACILITIES AND INFRASTRUCTURE IMPROVEMENTS. PROCEEDS FROM THE BOND ISSUE ALSO REPAID THE PRINCIPAL BALANCE OF THE 2003 BONDS AND A LINE OF CREDIT. |
| PART II, LINE 3, COLUMN A | TOTAL PROCEEDS FROM THE BOND ISSUE INCLUDE BOND PROCEEDS OF $110,500,000 AND INVESTMENT EARNINGS FROM THE ESCROW ACCOUNT OF $15,933. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $21,995 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CHANLEY SMALL | |||
| BOARD TRUSTEE | $239,980 | COMPENSATION OF A FAMILY MEMBER WHO IS EMPLOYED BY THE ORGANIZATION. THE RELATIONSHIP WITH THE BOARD MEMBER HAS NO BEARING ON EMPLOYMENT AND COMPENSATION IS DETERMINED ON AN ARM'S LENGTH BASIS. | 0 |
| JAYCO ENTERPRISES DBA PERFECT IMAGE | |||
| BOARD TRUSTEE IS OWNER | $121,446 | BUSINESS TRANSACTION BETWEEN THE ORGANIZATION AND THE COMPANY. BOARD MEMBER, IRA JACKSON, OWNS MORE THAN 35%. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $862,956 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 32B: | US BANK SELLS STOCK AS SOON AS RECEIVED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | FORM 990 POWERS OF THE EXECUTIVE COMMITEE THE EXECUTIVE COMMITTEE SHALL DECIDE ALL QUESTIONS AFFECTING THE INTERESTS OF THE SCHOOL WHICH MAY BE BROUGHT BEFORE IT BETWEEN MEETINGS OF THE BOARD, IN MATTERS CONSISTENT WITH PREVIOUS DECISIONS AND EXISTING POLICIES OF THE BOARD. NO COMMITTEE, INCLUDING THE EXECUTIVE COMMITTEE, SHALL HAVE THE POWER TO AUTHORIZE ANY DISTRIBUTION OF ASSETS, INCOME OR PROPERTY TO TRUSTEES OR OFFICERS OF THE SCHOOL (OTHER THAN AS PAYMENT OF INDEMNIFICATION OR REASONABLE COMPENSATION, FEES OR EXPENSES INCURRED IN THE PERFORMANCE OF DUTIES ON BEHALF OF THE SCHOOL); APPROVE THE DISSOLUTION, MERGER OR SALE, PLEDGE, OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE SCHOOL; ELECT, APPOINT OR REMOVE TRUSTEES OR FILL VACANCIES ON THE BOARD OF TRUSTEES, OR ANY OF ITS COMMITTEES; ADOPT, AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS OF THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE, THE FORM 990 IS SUBJECT TO MULTIPLE LEVELS OF REVIEW. IT IS FIRST REVIEWED BY THE CONTROLLER AND VICE PRESIDENT FOR FINANCE AND OPERATIONS, AND THEN REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT ANNUALLY BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE SCHOOL'S CONFLICT OF INTEREST POLICIES INCLUDING REQUIRED DISCLOSURES. RESPONSES ARE REVIEWED FOR CONFLICTS AND POTENTIAL CONFLICTS ARE IDENTIFIED, EVALUATED AND DISCLOSED AS REQUIRED ON FORM 990. IN THE CASE OF A BOARD VOTE, PARTIES WITH CONFLICTS ARE EXCUSED. FOR EMPLOYEES, PER THE EMPLOYEE CODE OF CONDUCT AND ETHICS ENUMERATED WITHIN THE EMPLOYEE HANDBOOK, EMPLOYEES ARE REQUIRED TO DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS TO THE PRESIDENT. CONFLICTS INVOLVING THE PRESIDENT ARE REPORTED DIRECTLY TO THE BOARD OF TRUSTEES. THE PROCESS IS COMPLETED ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION USES A BOARD PERSONNEL COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, AND COMPARATIVE DATA AND STUDIES FROM SURVEYS FROM LIKE INSTITUTIONS TO DETERMINE COMPENSATION OF THE ORGANIZATION'S PRESIDENT. THE FINAL COMPENSATION DETERMINATIONS ARE MADE BY THE BOARD PERSONNEL COMMITTEE AND DOCUMENTED BY THE ORGANIZATION. THE ORGANIZATION ALSO USES FORM 990 OF OTHER ORGANIZATIONS, AND COMPARATIVE DATA AND STUDIES FROM SURVEYS FROM LIKE INSTITUTIONS TO DETERMINE COMPENSATION OF THE ORGANIZATION'S VICE PRESIDENT FOR FINANCE AND OPERATIONS/TREASURER, OTHER KEY EMPLOYEES, AND THE 5 HIGHEST PAID EMPLOYEES. THESE COMPENSATION DETERMINATIONS ARE MADE BY THE ORGANIZATION'S PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN THE VALUE OF SPLIT INTEREST AGREEMENTS -78,977. DECREASE IN CSV -5,521. RECOVERY OF UNCOLLECTIBLE PLEDGES 614,984. |
| FORM 990, PART XII, LINE 2C | THE SCHOOL DID NOT MAKE ANY CHANGES IN SELECTING THE INDEPENDENT AUDIT FIRM FOR THE YEAR ENDED JULY 31, 2022. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ODYSSEY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582537795 | EIN |
| Primary Activities | SUPPORT ORG | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTMINSTER SCHOOLS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ODYSSEY INC | ||
| N | $177,713 | FMV |
| ODYSSEY INC | ||
| P | $668,051 | COST |