OAKRIDGE SCHOOL INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OAKRIDGE SCHOOL INC (EIN 75-1656802)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-06-27
- IRS object ID
- 202341789349300619
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-27T09:29:35-05:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 TAYLOR STREET SUITE 2200 | AddressLine1Txt |
| City | FT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751656802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OAKRIDGE SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKR | BusinessNameControlTxt |
| Phone | 8174514994 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 W PIONEER PKWY | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY GAMILL CPA CFO | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8174514994 | PhoneNum |
| Signature | 2023-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHY | PersonFirstNm |
| Person Last | GAMILL CPA CFO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY LANDRY | PreparerPersonNm |
| PTIN | P01614538 | PTIN |
| Phone | 8172599100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHY GAMILL CPA CFO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 W PIONEER PKWY | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,015,014 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEOAKRIDGESCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE STUDENTS TO SEEK THEIR FULL POTENTIAL IN ACADEMICS, THE ARTS, AND ATHLETICS IN A CHALLENGING AND NURTURING ENVIRONMENT THAT CULTIVATES SOCIAL RESPONSIBILITY, MUTUAL RESPECT, AND PERSONAL INTEGRITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 188 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,466,901 | PYContributionsGrantsAmt |
| CY Contributions Grants | $781,246 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,173,073 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,297,835 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,132 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,287 | CYInvestmentIncomeAmt |
| PY Other Revenue | $502,433 | PYOtherRevenueAmt |
| CY Other Revenue | $588,338 | CYOtherRevenueAmt |
| PY Total Revenue | $20,174,539 | PYTotalRevenueAmt |
| CY Total Revenue | $16,706,706 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,080,824 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,977,683 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,994,842 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,030,364 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $669,719 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,314,395 | PYOtherExpensesAmt |
| CY Other Expenses | $5,437,639 | CYOtherExpensesAmt |
| PY Total Expenses | $18,390,061 | PYTotalExpensesAmt |
| CY Total Expenses | $18,445,686 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,784,478 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,738,980 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,389,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,930,441 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,680,586 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,314,461 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,709,407 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,615,980 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INSPIRE STUDENTS TO SEEK THEIR FULL POTENTIAL IN ACADEMICS, THE ARTS, AND ATHLETICS IN A CHALLENGING AND NURTURING ENVIRONMENT THAT CULTIVATES SOCIAL RESPONSIBILITY, MUTUAL RESPECT, AND PERSONAL INTEGRITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,959,054 | ExpenseAmt |
| Grant | $2,977,683 | GrantAmt |
| Revenue | $15,443,933 | RevenueAmt |
| Desc | THE OAKRIDGE SCHOOL IS A COEDUCATIONAL, COLLEGE PREPARATORY SCHOOL ENROLLING STUDENTS PRESCHOOL THROUGH 12TH GRADE. EMPHASIZING PERSONAL DEVELOPMENT, THE SCHOOL AIMS TO DEVELOP AND EDUCATE CHILDREN THROUGH ACADEMICS, ATHLETICS AND THE FINE ARTS. ENROLLMENT FOR THE 2021-2022 SCHOOL YEAR WAS 680 STUDENTS. THE CLASS OF 2022 GRADUATED 69 STUDENTS WITH MERIT-BASED SCHOLARSHIPS OF $6 MILLION. | Desc |
| Total Program Service Expenses | $14,959,054 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 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 | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 188 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY GAMILL CPA | PersonNm |
| Phone | 8174514994 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WEST PIONEER PARKWAY | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76013 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CHARLES PIERSON | |||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY BROADUS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DON DUKE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICH ENOS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM HADDOCK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY HANDY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HEISKELL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT HOWELL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK JONES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRAINE LAROVERE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR VICTORIA MYERS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY O'SHEA | |||||||
| LIFETIME REGENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PETERSEN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA QUEENAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RON WIDUP | |||||||
| FINANCE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT WORTHINGTON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH BIRD | |||||||
| ASSOCIATE REGENTS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JENNIFER HERNANDEZ | |||||||
| ASSOCIATE REGENTS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN KELLAM | |||||||
| HEAD OF SCHOOL | 55.00 | $345,783 | $0 | $47,170 | Yes (X) | ||
| KATHY GAMILL | |||||||
| CHIEF FINANCIAL OFFICER | 50.00 | $192,205 | $0 | $21,426 | Yes (X) | ||
| BRITT ROBINSON | |||||||
| MIDDLE SCHOOL DIVISION HEAD | 45.00 | $108,088 | $0 | $59,519 | Yes (X) | ||
| SHAWN MEADOWS | |||||||
| ATHLETIC DIRECTOR | 45.00 | $123,260 | $0 | $13,495 | Yes (X) | ||
| JAMES ANDERSEN | |||||||
| DIVISION HEAD OF THE UPPER | 45.00 | $108,156 | $0 | $13,141 | Yes (X) | ||
| SARAH SCHECTER | |||||||
| DIVISION HEAD OF THE LOWER | 45.00 | $102,765 | $0 | $12,718 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $980,257 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $167,469 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NELLY'S JANITORIAL PROFESSIONAL SERVICES | |||||
| 625 WOLLFORD WAY | FORT WORTH | TX | 76131 | JANITORIAL SERVICES | $363,695 |
| TURF AND SOIL | |||||
| 4531 S I35W | ALVARADO | TX | 76009 | LANDSCAPING SERVICES | $252,624 |
| ARMANDO GOROSTIETA | |||||
| 4601 STADIUM DR | FORT WORTH | TX | 76133 | LANDSCAPING SERVICES | $162,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $781,246 | AllOtherContributionsAmt |
| Total Contributions | $781,246 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $15,297,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,297,835 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,297,835 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,287 | TotalRevenueColumnAmt |
| Exclusion | $39,287 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,329 | TotalRevenueColumnAmt |
| Exclusion | $65,329 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,333 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,333 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,333 | TotalRevenueColumnAmt |
| Exclusion | $13,333 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $662,786 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $308,308 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $354,478 | TotalRevenueColumnAmt |
| Exclusion | $354,478 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $9,100 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,100 | TotalRevenueColumnAmt |
| Exclusion | $9,100 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $146,098 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $146,098 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $146,098 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,706,706 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,443,933 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $481,527 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,977,683 | TotalAmt |
| Program Services | $2,977,683 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,271 | TotalAmt |
| Program Services | $560,016 | ProgramServicesAmt |
| Management And General | $53,984 | ManagementAndGeneralAmt |
| Fundraising | $30,271 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,893,348 | TotalAmt |
| Program Services | $6,861,091 | ProgramServicesAmt |
| Management And General | $661,387 | ManagementAndGeneralAmt |
| Fundraising | $370,870 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,020 | TotalAmt |
| Program Services | $263,393 | ProgramServicesAmt |
| Management And General | $25,390 | ManagementAndGeneralAmt |
| Fundraising | $14,237 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,313 | TotalAmt |
| Program Services | $501,815 | ProgramServicesAmt |
| Management And General | $48,373 | ManagementAndGeneralAmt |
| Fundraising | $27,125 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,412 | TotalAmt |
| Program Services | $532,324 | ProgramServicesAmt |
| Management And General | $51,314 | ManagementAndGeneralAmt |
| Fundraising | $28,774 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,283 | TotalAmt |
| Management And General | $103,283 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,816 | TotalAmt |
| Management And General | $67,816 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,829 | TotalAmt |
| Program Services | $191,039 | ProgramServicesAmt |
| Management And General | $120,790 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,051 | TotalAmt |
| Program Services | $17,153 | ProgramServicesAmt |
| Management And General | $227,898 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,203 | TotalAmt |
| Program Services | $241,086 | ProgramServicesAmt |
| Management And General | $525,117 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,927 | TotalAmt |
| Program Services | $10,883 | ProgramServicesAmt |
| Management And General | $171,044 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,367 | TotalAmt |
| Program Services | $8,814 | ProgramServicesAmt |
| Management And General | $19,553 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,966 | TotalAmt |
| Management And General | $133,966 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,264,311 | TotalAmt |
| Program Services | $1,220,360 | ProgramServicesAmt |
| Management And General | $43,951 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,124 | TotalAmt |
| Program Services | $260,942 | ProgramServicesAmt |
| Management And General | $9,892 | ManagementAndGeneralAmt |
| Fundraising | $3,290 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $726,428 | $529,574 | $196,854 | |
| CLEANING SERVICES | $415,534 | $165,959 | $249,575 | |
| MISCELLANEOUS | $412,770 | $326,952 | $55,950 | $29,868 |
| ATHLETICS | $262,744 | $262,744 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,286 | TotalAmt |
| Program Services | $27,226 | ProgramServicesAmt |
| Management And General | $50,776 | ManagementAndGeneralAmt |
| Fundraising | $165,284 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,445,686 | TotalAmt |
| Program Services | $14,959,054 | ProgramServicesAmt |
| Management And General | $2,816,913 | ManagementAndGeneralAmt |
| Fundraising | $669,719 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,071,430 | BOYAmt |
| EOY | $1,873,849 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,800 | BOYAmt |
| EOY | $128,750 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,090 | BOYAmt |
| EOY | $201,118 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,665 | BOYAmt |
| EOY | $230,334 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,520 | BOYAmt |
| EOY | $174,085 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $33,453,082 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,248,096 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,849,924 | BOYAmt |
| EOY | $13,204,986 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,216,286 | BOYAmt |
| EOY | $2,008,958 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,278 | BOYAmt |
| EOY | $108,361 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,389,993 | BOYAmt |
| EOY | $17,930,441 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,734 | BOYAmt |
| EOY | $845,366 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,642,626 | BOYAmt |
| EOY | $7,342,851 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,286,226 | BOYAmt |
| EOY | $3,126,244 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,680,586 | BOYAmt |
| EOY | $11,314,461 | 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 | $7,363,195 | BOYAmt |
| EOY | $5,548,035 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,346,212 | BOYAmt |
| EOY | $1,067,945 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,709,407 | BOYAmt |
| EOY | $6,615,980 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,389,993 | BOYAmt |
| EOY | $17,930,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,738,980 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$354,447 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 |
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 | $880,305 | BeginningYearBalanceAmt |
| Contributions | $11,330 | ContributionsAmt |
| Investment Earnings Or Losses | -$113,745 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$37,564 | OtherExpendituresAmt |
| End Year Balance | $815,454 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $246,054 | BeginningYearBalanceAmt |
| Contributions | $63,195 | ContributionsAmt |
| Investment Earnings Or Losses | $144,763 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,414 | OtherExpendituresAmt |
| Administrative Expenses | -$496,707 | AdministrativeExpensesAmt |
| End Year Balance | $880,305 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $243,282 | BeginningYearBalanceAmt |
| Contributions | $2,772 | ContributionsAmt |
| End Year Balance | $246,054 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $181,636 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,646 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $243,282 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $181,636 | BeginningYearBalanceAmt |
| End Year Balance | $181,636 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,800,578 | OtherCostOrOtherBasisAmt |
| Book Value | $3,800,578 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,829,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,057,225 | DepreciationAmt |
| Book Value | $4,772,552 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,194,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,515,447 | DepreciationAmt |
| Book Value | $3,678,974 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,664,982 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,917,513 | DepreciationAmt |
| Book Value | $747,469 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $963,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $757,911 | DepreciationAmt |
| Book Value | $205,413 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,204,986 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,374,576 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$354,447 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,977,683 | OtherRevenueAmt |
| Revenue Not Reported | -$3,332,130 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,706,706 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,706,706 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,468,003 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,468,003 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,977,683 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,977,683 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,445,686 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS PROVIDE FOR STUDENT SCHOLARSHIPS, FACULTY ADVANCEMENT AND OTHER GENERAL ACTIVITIES. |
| PART X, LINE 2: | THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. GAAP PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. MANAGEMENT BELIEVES THAT IT HAS NOT TAKEN A TAX POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE SCHOOL'S FINANCIAL STATEMENTS. THE SCHOOL FILES FORM 990 IN THE UNITED STATES FEDERAL JURISDICTION, AND NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS -2,977,683. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID INCLUDED IN REVENUE ON AUDITED FINANCIAL STATEMENTS 2,977,683. |
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 | NONDISCRIMINATORY POLICY IS INCLUDED IN ALL ADS AND BROADCAST MEDIA FOR SOLICITATION OF STUDENT ENROLLMENT. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUPER SUPPER AND AUCTION | Event1Nm |
| Gross Receipts Event1 | $393,616 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $393,616 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $29,196 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,714 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $101,323 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $16,375 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $28,995 | OtherDirectExpensesEvent1Amt |
| Event2 | GIFT SHOP | Event2Nm |
| Gross Receipts Event2 | $113,028 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $113,028 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $64,804 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $156,142 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $156,142 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $22,377 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $8,877 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $27,647 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $662,786 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $662,786 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $29,196 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $31,091 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $110,200 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $16,375 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $121,446 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $308,308 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $354,478 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $9,100 | GrossRevenueOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $9,100 | GrossRevenueTotalGamingAmt |
| Net Gaming Income Summary | $9,100 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | TX | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | THE STATE OF TEXAS PERMITS QUALIFIED ORGANIZATIONS TO HOLD UP TO TWO RAFLE PRIZES PER CALENDAR YEAR. | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | LAUREN MATOCHA | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 W PIONEER PKWY | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | LAUREN MATOCHA | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | LAUREN WAS NOT COMPENSATED FOR HER TIME AS THE GAMING MANAGER. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID TO STUDENTS | 216 | $2,204,542 | FMV | TUITION ASSISTANCE |
| SCHOLARSHIP | 14 | $36,100 | FMV | SCHOLARSHIPS PROVIDED TO 14 STUDENTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL'S FINANCIAL AID COMMITTEE IS COMPRISED OF THREE MEMBERS: HEAD OF SCHOOL, CFO, AND DIRECTOR OF ADMISSIONS. AT ANY TIME, ANY MEMBER OF THE BOARD OF REGENTS MAY REQUEST TO ATTEND A MEETING. EACH APPLICANT FOR FINANCIAL ASSISTANCE IS REQUIRED TO PROVIDE THE FOLLOWING EVERY YEAR: APPLICATION FOR DETERMINATION FROM SCHOOL AND STUDENT SERVICES THROUGH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, A COMPLETE TAX RETURN FOR THE MOST CURRENT YEAR, COPIES OF CURRENT W-2'S AND 1099'S, AND DETERMINATION FROM SCHOOL AND STUDENT SERVICES, SENT DIRECTLY TO THE SCHOOL. THE FINANCIAL AID COMMITTEE THEN UTILIZES THIS INFORMATION, INCLUDING THE RECOMMENDATION FROM SCHOOL AND STUDENT SERVICES, AND WHAT THE FAMILIES STATE THEY CAN AFFORD, TO FINALIZE AN OFFER. A WRITTEN OFFER LETTER IS THEN SENT TO THE APPLICANT FOR ACCEPTANCE OR DENIAL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN KELLAM | ||||||||||||||
| HEAD OF SCHOOL | $306,343 | $0 | $20,000 | $0 | $19,440 | $0 | $11,621 | $0 | $35,549 | $0 | $392,953 | $0 | $0 | $0 |
| KATHY GAMILL | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $178,105 | $0 | $6,000 | $0 | $8,100 | $0 | $9,894 | $0 | $11,532 | $0 | $213,631 | $0 | $0 | $0 |
| BRITT ROBINSON | ||||||||||||||
| MIDDLE SCHOOL DIVISION HEAD | $105,288 | $0 | $0 | $0 | $2,800 | $0 | $0 | $0 | $59,519 | $0 | $167,607 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHAIRMAN REVIEWS A COPY OF FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ANNUALLY REQUIRES EMPLOYEES TO REPORT ANY CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GOVERNING BODY RELIES ON APPROPRIATE COMPARABLE DATA GATHERED BY AN INDEPENDENT SOURCE IN APPROVING COMPENSATION OF OFFICERS AND EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE FINANCIAL REPORTING OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE FORM 990 IS PRESENTED AND REVIEWED BY THE FINANCE COMMITTEE BEFORE THE BOARD OF DIRECTORS REVIEWS THE FORM 990. |