SANTA FE PREPARATORY SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANTA FE PREPARATORY SCHOOL (EIN 85-0165745)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202531349349311848
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T18:00:41-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850232815 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINKLE LANDERS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 9TH ST NW | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 871021055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850165745 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA FE PREPARATORY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 5059821829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CAMINO DE LA CRUZ BLANCA | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE SACHS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5059821829 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FARLEY VENER | PreparerPersonNm |
| PTIN | P00162894 | PTIN |
| Phone | 5058838788 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AARON SCHUBACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CAMINO DE LA CRUZ BLANCA | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,356,202 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SFPREP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICTAED TO EDUCATIONAL EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 187 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,827,199 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,263,954 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,253,899 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,033,190 | CYProgramServiceRevenueAmt |
| PY Investment Income | $939,691 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,711,700 | CYInvestmentIncomeAmt |
| PY Other Revenue | $180,041 | PYOtherRevenueAmt |
| CY Other Revenue | $6,479 | CYOtherRevenueAmt |
| PY Total Revenue | $15,200,830 | PYTotalRevenueAmt |
| CY Total Revenue | $11,015,323 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,339,436 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,647,613 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,364,350 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,055,857 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $96,909 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $391,874 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,912,588 | PYOtherExpensesAmt |
| CY Other Expenses | $3,734,990 | CYOtherExpensesAmt |
| PY Total Expenses | $19,713,283 | PYTotalExpensesAmt |
| CY Total Expenses | $19,438,460 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,512,453 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,423,137 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $73,018,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,907,214 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,542,018 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,805,923 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,476,981 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,101,291 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICTAED TO EDUCATIONAL EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,921,860 | ExpenseAmt |
| Revenue | $8,239,958 | RevenueAmt |
| Desc | THE SCHOOL PROVIDES A COLLEGE PREPARATORY EDUCATION TO APPROXIMATELY 330 STUDENTS IN GRADES 7 THROUGH 12. THE SCHOOL ALSO HOSTS THE EE FORD SUMMER TEACHERS COLLOQUIUM SERVING APPROXIMATELY 40 TEACHERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,641,328 | ExpenseAmt |
| Grant | $7,647,613 | GrantAmt |
| Desc | DAVIS NEW MEXICO SCHOLARS AND BREAKTHROUGH SANTA FE (BREAKTHROUGH): BREAKTHROUGH IS A PREP PROGRAM THAT ASSIST STUDENTS IN GRADES 7 THROUGH 12 FROM UNDERSERVED PUBLIC SCHOOLS TO BECOME THE FIRST IN THEIR FAMILIES TO GO TO COLLEGE. STUDENTS COMMIT TO THE PROGRAM FOR 6 YEARS AND PARTICIPATE IN SUMMER PROGRAMMING, SCHOOL YEAR SUPPORT, AND ONE-ON-ONE COLLEGE COUNSELING. BREAKTHROUGH SANTA FE ALSO PARTNERS WITH THE SHELBY CULLOM DAVIS CHARITABLE FUND, INC. TO ADMINISTER AND AWARD FULL-TUITION COLLEGE SCHOLARSHIPS TO STUDENTS PARTICIPATING IN THE DAVIS NEW MEXICO SCHOLARS PROGRAM (DAVIS NEW MEXICO). AS OF JUNE 30, 2024, APPROXIMATELY 137 DAVIS NEW MEXICO SCHOLARSHIP RECIPIENTS ARE ENROLLED IN COLLEGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,563,188 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 187 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE SACHS | PersonNm |
| Phone | 5059821829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CAMINO DE LA CRUZ BLANCA | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| AARON SCHUBACH | |||||||
| HEAD OF SCHO | 40.00 | Yes (X) | $314,862 | $0 | $63,480 | ||
| BRUCE SACHS | |||||||
| CFO | 40.00 | Yes (X) | $131,221 | $0 | $28,201 | ||
| JENNY KAUFMAN | |||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SARA APRIL | |||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID KOCON | |||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BOB BORDEN | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| LIZ BREMNER | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| RANDY DRY | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| ALICE DUNN | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| DOMINIC GARCIA | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| ESTEVAN GONZALES | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| GUILLERMO BLEICHMAR | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| MIQUELA KORTE | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| ERIK LITZENBERG | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| THAO MARQUEZ | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| FRED NATHAN | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| DENNIS ROMERO | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| LESLIE ROSS | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| JENNA SCANLAN | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL MCNEILL | |||||||
| ADVANCEMENT | 40.00 | $130,172 | $0 | $4,372 | Yes (X) | ||
| JOHN UTSEY | |||||||
| DIRECTOR OF | 40.00 | $120,415 | $0 | $73,681 | Yes (X) | ||
| CATHERINE MCKENZIE | |||||||
| LIBRARY DIRE | 40.00 | $105,256 | $0 | $4,372 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $801,926 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $174,106 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,263,954 | AllOtherContributionsAmt |
| Total Contributions | $1,263,954 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $7,734,692 | $7,734,692 |
| LUNCH REVENUE | 722514 | $298,498 | $298,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,033,190 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $709,382 | TotalRevenueColumnAmt |
| Exclusion | $709,382 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $243 | TotalRevenueColumnAmt |
| Exclusion | $243 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $24,590 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $24,590 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,590 | TotalRevenueColumnAmt |
| Exclusion | $24,590 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,098,319 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $96,001 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,002,318 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,002,318 | TotalRevenueColumnAmt |
| Exclusion | $1,002,318 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,756 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $244,878 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$225,122 | TotalRevenueColumnAmt |
| Exclusion | -$225,122 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $206,768 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $206,768 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $206,768 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,015,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,239,958 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,511,411 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,802 | TotalAmt |
| Program Services | $379,802 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,267,811 | TotalAmt |
| Program Services | $7,267,811 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,764 | TotalAmt |
| Program Services | $383,866 | ProgramServicesAmt |
| Management And General | $133,501 | ManagementAndGeneralAmt |
| Fundraising | $20,397 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,794,451 | TotalAmt |
| Program Services | $4,141,486 | ProgramServicesAmt |
| Management And General | $1,434,647 | ManagementAndGeneralAmt |
| Fundraising | $218,318 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,723,642 | TotalAmt |
| Program Services | $1,218,347 | ProgramServicesAmt |
| Management And General | $436,564 | ManagementAndGeneralAmt |
| Fundraising | $68,731 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,783 | TotalAmt |
| Management And General | $51,783 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,023 | TotalAmt |
| Program Services | $207,181 | ProgramServicesAmt |
| Management And General | $85,842 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,163 | TotalAmt |
| Program Services | $3,744 | ProgramServicesAmt |
| Management And General | $86,513 | ManagementAndGeneralAmt |
| Fundraising | $906 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,673 | TotalAmt |
| Program Services | $79,501 | ProgramServicesAmt |
| Management And General | $9,328 | ManagementAndGeneralAmt |
| Fundraising | $37,844 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,346 | TotalAmt |
| Program Services | $44,629 | ProgramServicesAmt |
| Management And General | $17,717 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,935 | TotalAmt |
| Program Services | $134,985 | ProgramServicesAmt |
| Management And General | $48,343 | ManagementAndGeneralAmt |
| Fundraising | $7,607 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,287 | TotalAmt |
| Program Services | $302,037 | ProgramServicesAmt |
| Management And General | $250 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,000 | TotalAmt |
| Program Services | $31,695 | ProgramServicesAmt |
| Management And General | $11,260 | ManagementAndGeneralAmt |
| Fundraising | $13,045 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,774 | TotalAmt |
| Program Services | $527,748 | ProgramServicesAmt |
| Management And General | $43,258 | ManagementAndGeneralAmt |
| Fundraising | $5,768 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,249 | TotalAmt |
| Program Services | $209,440 | ProgramServicesAmt |
| Management And General | $75,008 | ManagementAndGeneralAmt |
| Fundraising | $11,801 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS & MATERIALS | $484,697 | $484,697 | ||
| DAVIS SCHOLARSHIP ADMIN | $409,840 | $409,840 | ||
| FOOD SERVICES | $335,497 | $335,497 | ||
| REPAIRS & MAINTENANCE | $138,166 | $97,679 | $34,983 | $5,504 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,557 | TotalAmt |
| Program Services | $303,203 | ProgramServicesAmt |
| Management And General | $14,401 | ManagementAndGeneralAmt |
| Fundraising | $1,953 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,438,460 | TotalAmt |
| Program Services | $16,563,188 | ProgramServicesAmt |
| Management And General | $2,483,398 | ManagementAndGeneralAmt |
| Fundraising | $391,874 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,525,726 | BOYAmt |
| EOY | $108,083 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $14,407,592 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,887,735 | BOYAmt |
| EOY | $16,693,783 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,709 | BOYAmt |
| EOY | $120,881 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,658 | BOYAmt |
| EOY | $86,364 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,646 | BOYAmt |
| EOY | -$33,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,564,095 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,720,097 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,005,113 | BOYAmt |
| EOY | $7,843,998 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,088,426 | BOYAmt |
| EOY | $26,358,595 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,490,773 | BOYAmt |
| EOY | $18,705 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,638 | BOYAmt |
| EOY | $94,638 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,575 | BOYAmt |
| EOY | $207,870 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,018,999 | BOYAmt |
| EOY | $65,907,214 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $704,816 | BOYAmt |
| EOY | -$18,525 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,194,883 | BOYAmt |
| EOY | $20,194,883 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,642,319 | BOYAmt |
| EOY | $3,629,565 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,542,018 | BOYAmt |
| EOY | $23,805,923 | 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 | $14,919,489 | BOYAmt |
| EOY | $11,091,335 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,557,492 | BOYAmt |
| EOY | $31,009,956 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,476,981 | BOYAmt |
| EOY | $42,101,291 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,018,999 | BOYAmt |
| EOY | $65,907,214 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,423,137 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,318,000 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$270,553 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 19.49 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 20.00 | StaffHoursSpentEnforcementCnt |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $202,870 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,479,331 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,029,943 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$80,191 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$51,783 | AdministrativeExpensesAmt |
| End Year Balance | $26,377,300 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,774,390 | BeginningYearBalanceAmt |
| Contributions | $512,939 | ContributionsAmt |
| Investment Earnings Or Losses | $2,147,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$955,980 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$278,449 | AdministrativeExpensesAmt |
| End Year Balance | $23,479,331 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,315,291 | BeginningYearBalanceAmt |
| Contributions | $276,311 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,672,873 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$865,890 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,774,390 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,480,355 | BeginningYearBalanceAmt |
| Contributions | $33,200 | ContributionsAmt |
| Investment Earnings Or Losses | $5,772,876 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$971,140 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,315,291 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,584,864 | BeginningYearBalanceAmt |
| Contributions | $2,789,163 | ContributionsAmt |
| Investment Earnings Or Losses | $706,226 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$599,898 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,480,355 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.61710 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38290 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $174,216 | OtherCostOrOtherBasisAmt |
| Book Value | $174,216 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,116,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,722,110 | DepreciationAmt |
| Book Value | $6,394,393 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,769,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $841,273 | DepreciationAmt |
| Book Value | $927,880 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,063,418 | OtherCostOrOtherBasisAmt |
| Depreciation | $816,281 | DepreciationAmt |
| Book Value | $247,137 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $440,805 | OtherCostOrOtherBasisAmt |
| Depreciation | $340,433 | DepreciationAmt |
| Book Value | $100,372 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,843,998 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $12,281,540 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,318,000 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,318,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,963,540 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $51,783 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $51,783 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,015,323 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,386,677 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $19,386,677 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $51,783 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $51,783 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,438,460 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART II, LINE 5 | THE ORGANIZATION HAS A WRITTEN POLICY REGARDING MONITORING, INSPECTING, AND ENFORCING THE VIOLATION OF EASEMENT AGREEMENTS. |
| SCHEDULE D, PAGE 1, PART II, LINE 9 | THE SCHOOL INCLUDES THE CONSERVATION EASEMENT, VALUED AT 45,000, IN THE "PROPERTY & EQUIPMENT" LINE OF THE STATEMENT OF FINANCIAL POSITION. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE TO BE USED TO PRODUCE PRESENT AND FUTURE RETURNS TO BE EXPENDED OR ADDED TO PRINCIPAL. THE SCHOOL CURRENTLY HAS UNRESTRICTED AND DONOR-RESTRICTED ENDOWMENT FUNDS THAT BENEFIT THE SCHOOL AND ITS OPERATIONS, PROVIDE FUNDS FOR FACULTY DEVELOPMENT AND RECOGNITION, AND PROVIDE FUNDS FOR STUDENT FINANCIAL AID. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ALL INFORMATION PACKAGES AND PROMOTIONAL ADVERTISING REFLECT A RACIALLY NONDISCRIMINATORY POLICY. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $19,756 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $19,756 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $4,990 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $19,756 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $19,756 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,990 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,990 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,766 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACADEMY FOR TECHNOLOGY AND | |||||||
| 74 A VAN NU PO | SANTA FE | NM | 87508 | 856000016 | GOV | $10,000 | COLLEGE READINESS |
| LAWRENCE UNIVERSITY | |||||||
| 711 E BOLD WAY | APPLETON | WI | 54911 | 390806297 | 501C3 | $5,100 | COLLEGE READINESS |
| NACA INSPIRED SCHOOLS NETWORK | |||||||
| 924 PARK AVE SW STE C | ALBUQUERQUE | NM | 87102 | 472981893 | 501C3 | $20,000 | COLLEGE READINESS |
| NAVAJO PREPARATORY SCHOOL | |||||||
| 1220 W APACHE ST | FARMINGTON | NM | 87401 | 850395073 | GOV | $30,000 | COLLEGE READINESS |
| NEW MEXICO SIMON SCHOLARS PROGRAM | |||||||
| 524 DON GASPAR | SANTA FE | NM | 87505 | 273309123 | 501C3 | $30,000 | COLLEGE READINESS |
| OCCIDENTAL COLLEGE | |||||||
| 1600 CAMPUS RD | LOS ANGELES | CA | 90041 | 951667177 | 501C3 | $6,800 | COLLEGE READINESS |
| POJOAQUE VALLEY SCHOOLS | |||||||
| 1574 STATE ROAD 502 WEST | SANTA FE | NM | 87506 | 850166355 | GOV | $30,000 | COLLEGE READINESS |
| SANTA FE PUBLIC SCHOOLS AVID PROGRA | |||||||
| 1300 CAMINO SIERRA VISTA | SANTA FE | NM | 87505 | 856000169 | GOV | $30,000 | COLLEGE READINESS |
| SOUTH VALLEY ACADEMY | |||||||
| 3426 BLAKE RD SW | ALBUQUERQUE | NM | 87105 | 850467121 | GOV | $30,000 | COLLEGE READINESS |
| SOUTHWESTERN UNIVERSITY | |||||||
| 1001 E UNIVERSITY AVENUE | GEORGETOWN | TX | 78626 | 741233796 | 501C3 | $6,000 | COLLEGE READINESS |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 S CONGRESS AVE | AUSTIN | TX | 78704 | 741109641 | 501C3 | $8,000 | COLLEGE READINESS |
| THE MASTERS PROGRAM | |||||||
| 6401 RICHARDS AVE | SANTA FE | NM | 87508 | 800477817 | GOV | $30,000 | COLLEGE READINESS |
| UNIVERSITY OF DENVER | |||||||
| 1999 E EVANS AVENUE | DENVER | CO | 80208 | 840404231 | 501C3 | $12,800 | COLLEGE READINESS |
| UNIVERSITY OF PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | 930401259 | 501C3 | $8,200 | COLLEGE READINESS |
| UPWARD BOUND ESPANOLA | |||||||
| 921 N PASEO DE ONATE | ESPANOLA | NM | 87532 | 856000545 | 501C3 | $30,000 | COLLEGE READINESS |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 116 | RecipientCnt |
| Cash Grant | $7,267,811 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL AWARDS SCHOLARSHIPS BASED ON NEED. PARENTS COMPLETE APPLICATIONS WITH AN OUTSIDE VENDOR WHO THEN PROVIDES A LISTING TO THE SCHOOL OF THE FAMILIES' NEED TO ATTEND SCHOOL. THE SCHOOL THEN USES THAT FIGURE AS A STARTING POINT TO AWARD GRANTS. THE SCHOOL DOES NOT ISSUE MERIT AID. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| AARON SCHUBACH | ||||
| HEAD OF SCHOOL | $314,862 | $18,716 | $44,764 | $378,342 |
| BRUCE SACHS | ||||
| CFO | $131,221 | $10,525 | $17,676 | $159,422 |
| JOHN UTSEY | ||||
| DIRECTOR OF IT | $120,415 | $9,245 | $64,436 | $194,096 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS PROVIDED ASSISTANCE PRIMARILY WITH SOLICITATION OF DONATIONS. BOARD MEMBERS ALSO SERVED ON A VOLUNTEER BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | ONCE THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD, THE SCHOOL EMAILS A DRAFT TO EACH BOARD MEMBER FOR THEIR REVIEW. AT THE NEXT BOARD MEETING, THE BOARD MEMBERS DISCUSS ANY ISSUES THEY MAY HAVE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | SANTA FE PREPARATORY SCHOOL MONITORS CONFLICTS OF INTEREST ANNUALLY. THE CONTRACTS THAT THE FACULTY AND STAFF SIGN EVERY YEAR HAVE A CLAUSE THAT PROHIBITS CONFLICTS OF INTEREST, AND IF ANY EMPLOYEE SEEKS OUTSIDE ADDITIONAL EMPLOYMENT OR WORK, THE HEAD OF SCHOOL MUST APPROVE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE SCHOOL HAS A SALARY SCALE AND LOOKS AT BENCHMARKS FROM OTHER ISAS AND NAIS SCHOOLS IN DETERMINING COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MAINTAINED AT THE OFFICES OF SANTA FE PREPATORY SCHOOL AND ARE AVAILABLE UPON REQUEST. |