BLAIR ACADEMY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BLAIR ACADEMY (EIN 22-1500475)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-09
- IRS object ID
- 202211299349301876
- Schema version
- 2020v4.2
- 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 I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T10:53:09-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231144520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LIBERTY PL 50 S 16TH ST STE | AddressLine1Txt |
| Address Line2 | 2900 | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191022529 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221500475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLAIR ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAI | BusinessNameControlTxt |
| Phone | 9083626121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600 | AddressLine1Txt |
| City | BLAIRSTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07825 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES FRICK | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 9083626121 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | FRICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRISON PEREIRA | PreparerPersonNm |
| PTIN | P00746867 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2022-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER FORTUNATO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600 | AddressLine1Txt |
| City | BLAIRSTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,817,837 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BLAIR.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1848 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | BLAIR ACADEMY SEEKS TO ENROLL TALENTED YOUNG MEN AND WOMEN FROM DIVERSE BACKGROUNDS. IN A RESIDENTIAL SETTING, BLAIR ACADEMY IS COMMITTED TO PROVIDE A LIBERAL ARTS EDUCATION AND TO PROMOTE THE DEVELOPMENT OF PERSONAL AND INTELLECTUAL DISCIPLINE AS PREPARATION FOR CONTINUED STUDY AT SELECTIVE COLLEGES AND FOR A LIFE OF RESPONSIBLILTY AND SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 222 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | -$81,867 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,296,495 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,479,521 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,992,261 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,674,524 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,008,155 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,922,720 | CYInvestmentIncomeAmt |
| PY Other Revenue | $740,156 | PYOtherRevenueAmt |
| CY Other Revenue | $536,979 | CYOtherRevenueAmt |
| PY Total Revenue | $46,037,067 | PYTotalRevenueAmt |
| CY Total Revenue | $43,613,744 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,239,017 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,697,065 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,426,612 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,723,085 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,554,459 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,418,910 | PYOtherExpensesAmt |
| CY Other Expenses | $15,348,711 | CYOtherExpensesAmt |
| PY Total Expenses | $36,084,539 | PYTotalExpensesAmt |
| CY Total Expenses | $38,768,861 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,952,528 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,844,883 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $225,261,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $259,485,722 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,232,618 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,429,264 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $194,029,256 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $228,056,458 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BLAIR ACADEMY IS A COEDUCATIONAL BOARDING SCHOOL LOCATED 65 MILES WEST OF NEW YORK CITY IN THE FOOTHILLS OF THE POCONO MOUNTAINS. IN ITS 163RD YEAR, BLAIR CONTINUES TO OFFER A SUPERIOR ACADEMIC COLLEGE-PREPARATORY PROGRAM WHILE HOLDING FIRMLY TO ITS TRADITION OF BEING A COMMUNITY FULLY FOCUSED ON THE DEVELOPMENT OF EACH INDIVIDUAL STUDENT. IN THIS ENVIRONMENT, STUDENTS LEARN TO ADVOCATE FOR THEMSELVES, BECOME SERVICE-MINDED, AND DEVELOP THE LEADERSHIP SKILLS NECESSARY FOR SUCCESS IN COLLEGE AND BEYOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,949,078 | ExpenseAmt |
| Grant | $6,697,065 | GrantAmt |
| Revenue | $29,674,524 | RevenueAmt |
| Desc | BLAIR ACADEMY SERVES 460 STUDENTS FROM 26 COUNTRIES AND 25 DIFFERENT STATES. BLAIR OFFERS A RICH AND CHALLENGING CURRICULUM, WORLD CLASS PROGRAMS FOR ATHLETES AND ARTISTS OF ALL ABILITIES AND AN ARRAY OF MEANINGFUL LEADERSHIP, TRAVEL, AND SERVICE OPPORTUNITIES. WE INVEST IN DISCOVERING AND UNDERSTANDING OUR STUDENTS' TALENTS, INTERESTS AND PERSONALITIES. | Desc |
| Total Program Service Expenses | $31,949,078 | 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 | 0 | 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 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 92 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 222 | 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A FRICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9083626121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BLAIR ACADEMY | AddressLine1Txt |
| City | BLAIRSTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07825 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DOUGLAS W KIMMELMAN | |||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOMINICK J ROMANO | |||||||
| VICE CHAIRMAN AND TREASURE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNE E CRAMER | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV DAVID G HARVEY | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| G DAVID MACEWEN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH H RAUSCHENBACH | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA G SAVETTIERE | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN J SCHEMAN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CORNELIUS E SIGETY | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT G SIGETY | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| AMELIA C WOLFE | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KURT A BAKER | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ELISE BATES RUSSELL | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DEREK M PEACHEY | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| HOBART VAN DEUSEN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA P BAILEY | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLEN M GIBSON | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| AKHIL GARG | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH B ROBINSON | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER SANTORO | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM BAO BEAN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| EMMANUEL BELLO | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA LIEBERMAN SMALLEY | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY H THOMPSON | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD W WENNER | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER FORTUNATO | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $521,508 | $0 | $84,999 | ||
| JAMES A FRICK | |||||||
| ASST. TREASURER AND ASST. | 40.00 | Yes (X) | $333,000 | $0 | $118,623 | ||
| TARA PARKER | |||||||
| HEALTH CENTER | 40.00 | $134,103 | $0 | $15,029 | Yes (X) | ||
| RYAN PAGOTTO | |||||||
| FACULTY | 40.00 | $173,000 | $0 | $61,114 | Yes (X) | ||
| CARA MOHLMANN | |||||||
| ADVANCEMENT | 40.00 | $142,960 | $0 | $86,499 | Yes (X) | ||
| PETER CURRAN | |||||||
| FACULTY | 40.00 | $195,000 | $0 | $56,135 | Yes (X) | ||
| CRAIG HALL | |||||||
| ADVANCEMENT | 40.00 | $281,000 | $0 | $51,157 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,780,571 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $473,556 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | 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 |
|---|---|---|---|---|---|
| SAGE DINING SERVICES INC | |||||
| 1402 YORK ROAD | LUTHERVILLETIMONIUM | MD | 21093 | FOOD SERVICE | $2,679,079 |
| CSI INTERNATIONAL INC | |||||
| 6700 N ANDREWS AVE STE 400 | FT LAUDERDALE | FL | 33309 | JANITORIAL | $1,187,536 |
| SJ FUEL SOUTH CO INC | |||||
| 208 WHITE HORSE PIKE SUITE 4 | BARRINGTON | NJ | 08007 | FUEL SERVICES | $405,409 |
| ALL TERRAIN EXCAVATING INC | |||||
| PO BOX 426 | HOPE | NJ | 07844 | EXCAVATING CONTRACTOR | $187,346 |
| MARK ANTHONY CONSTRUCTION LLC | |||||
| PO BOX 45 | BLAIRSTOWN | NJ | 07825 | CONSTRUCTION | $160,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,692,097 | GovernmentGrantsAmt |
| All Other Contributions | $6,787,424 | AllOtherContributionsAmt |
| Noncash Contributions | $402,781 | NoncashContributionsAmt |
| Total Contributions | $9,479,521 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION/FEES | 611600 | $29,356,204 | $29,356,204 |
| SUPPORT SERVICES | 611710 | $318,320 | $318,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,674,524 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,078,251 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$89,937 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,168,188 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $150 | 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 | $150 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $150 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,048,562 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,204,093 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,844,469 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,844,469 | TotalRevenueColumnAmt |
| Exclusion | $1,844,469 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOLF & TENNIS | Desc |
| Business | 713910 | BusinessCd |
| Total Revenue Column | $7,920 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $7,920 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $528,909 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $528,909 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $536,829 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,613,744 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,203,433 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$81,867 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,012,657 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,697,065 | TotalAmt |
| Program Services | $6,697,065 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050,522 | TotalAmt |
| Management And General | $1,050,522 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,900,580 | TotalAmt |
| Program Services | $8,748,902 | ProgramServicesAmt |
| Management And General | $1,196,067 | ManagementAndGeneralAmt |
| Fundraising | $955,611 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869,966 | TotalAmt |
| Program Services | $772,145 | ProgramServicesAmt |
| Fundraising | $97,821 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,040,146 | TotalAmt |
| Program Services | $2,051,587 | ProgramServicesAmt |
| Management And General | $637,665 | ManagementAndGeneralAmt |
| Fundraising | $350,894 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $861,871 | TotalAmt |
| Program Services | $641,848 | ProgramServicesAmt |
| Management And General | $149,916 | ManagementAndGeneralAmt |
| Fundraising | $70,107 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,282 | TotalAmt |
| Program Services | $108,282 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,850 | TotalAmt |
| Program Services | $45,850 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,864,963 | TotalAmt |
| Program Services | $3,804,004 | ProgramServicesAmt |
| Management And General | $28,196 | ManagementAndGeneralAmt |
| Fundraising | $1,032,763 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,078,525 | TotalAmt |
| Program Services | $2,078,525 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,273 | TotalAmt |
| Management And General | $21,881 | ManagementAndGeneralAmt |
| Fundraising | $109,392 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,184 | TotalAmt |
| Program Services | $443,184 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,556,289 | TotalAmt |
| Program Services | $3,556,289 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,524 | TotalAmt |
| Program Services | $408,524 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| OUTSIDE SERVICES | $1,941,648 | $1,702,526 | $239,122 |
| CUSTODIAL SERVICES | $813,822 | $813,822 | |
| PROPERTY TAXES | $67,206 | $67,206 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,145 | TotalAmt |
| Program Services | $9,319 | ProgramServicesAmt |
| Management And General | $181,077 | ManagementAndGeneralAmt |
| Fundraising | $698,749 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,768,861 | TotalAmt |
| Program Services | $31,949,078 | ProgramServicesAmt |
| Management And General | $3,265,324 | ManagementAndGeneralAmt |
| Fundraising | $3,554,459 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,634,770 | BOYAmt |
| EOY | $7,359,282 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,594,564 | BOYAmt |
| EOY | $3,593,566 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,831,514 | BOYAmt |
| EOY | $9,746,277 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,028 | BOYAmt |
| EOY | $46,455 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,714 | BOYAmt |
| EOY | $224,853 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,207,648 | BOYAmt |
| EOY | $956,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $142,492,498 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,205,039 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,699,195 | BOYAmt |
| EOY | $91,287,459 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,227,556 | BOYAmt |
| EOY | $94,453,947 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,076,019 | BOYAmt |
| EOY | $48,457,373 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,732,866 | BOYAmt |
| EOY | $3,359,873 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,261,874 | BOYAmt |
| EOY | $259,485,722 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,146,937 | BOYAmt |
| EOY | $1,940,463 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,991,336 | BOYAmt |
| EOY | $5,164,477 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,094,345 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $24,076,418 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $247,906 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,232,618 | BOYAmt |
| EOY | $31,429,264 | 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 | $113,095,520 | BOYAmt |
| EOY | $124,760,599 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,933,736 | BOYAmt |
| EOY | $103,295,859 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,029,256 | BOYAmt |
| EOY | $228,056,458 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,261,874 | BOYAmt |
| EOY | $259,485,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,844,883 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $29,826,177 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$643,858 | 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 | $109,319,565 | BeginningYearBalanceAmt |
| Contributions | $8,267,516 | ContributionsAmt |
| Investment Earnings Or Losses | $34,079,110 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,694,335 | AdministrativeExpensesAmt |
| End Year Balance | $146,971,856 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,933,323 | BeginningYearBalanceAmt |
| Contributions | $6,497,167 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,110,924 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $109,319,566 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,042,862 | BeginningYearBalanceAmt |
| Contributions | $4,783,766 | ContributionsAmt |
| Investment Earnings Or Losses | $106,695 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $107,933,323 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,980,432 | BeginningYearBalanceAmt |
| Contributions | $2,102,209 | ContributionsAmt |
| Investment Earnings Or Losses | $4,960,221 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $103,042,862 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,526,744 | BeginningYearBalanceAmt |
| Contributions | $3,060,800 | ContributionsAmt |
| Investment Earnings Or Losses | $6,392,888 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $95,980,432 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31700 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.40200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28100 | 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 | $1,553,144 | OtherCostOrOtherBasisAmt |
| Book Value | $1,553,144 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,035,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,812,636 | DepreciationAmt |
| Book Value | $79,223,073 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,896,537 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,222,737 | DepreciationAmt |
| Book Value | $7,673,800 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,612,336 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,169,666 | DepreciationAmt |
| Book Value | $2,442,670 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $394,772 | OtherCostOrOtherBasisAmt |
| Book Value | $394,772 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $91,287,459 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $48,457,373 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $48,457,373 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST PAYABLE | Desc |
| Amt | $247,906 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $247,906 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $66,742,856 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $29,826,177 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $29,826,177 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,916,679 | RevenueSubtotalAmt |
| Other Revenues Not Included | $6,697,065 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,697,065 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,613,744 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,071,796 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,071,796 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $6,697,065 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,697,065 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,768,861 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (JUNE 30, 2018 - JUNE 30, 2020) OR EXPECTED TO BE TAKEN IN THE ACADEMY'S TAX RETURN FOR THE YEAR ENDED JUNE 30, 2021 AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID NETTED AGAINST STUDENT TUITION AND FEES ON FINANCIAL STATEMENTS 6,697,065. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID NETTED AGAINST STUDENT TUITION AND FEES ON FINANCIAL STATEMENTS 6,697,065. |
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 | NEWSPAPER ADVERTISEMENT AS WELL AS A STATEMENT IN ALL APPROPRIATE PUBLICATIONS (SEE CATALOGUE). | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | FUNDRAISING | TypeOfActivitiesConductedTxt |
| 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 | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
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 | NEED BASED FINANCIAL ASSISTANCE | GrantTypeTxt |
| Recipient | 158 | RecipientCnt |
| Cash Grant | $6,697,065 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENT AID AMOUNTS ARE APPLIED AGAINST TUITION COSTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| 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 |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER FORTUNATO | ||||||||||||||
| HEAD OF SCHOOL | $480,000 | $0 | $0 | $0 | $41,508 | $0 | $41,000 | $0 | $43,999 | $0 | $606,507 | $0 | $0 | $0 |
| JAMES A FRICK | ||||||||||||||
| ASST. TREASURER AND ASST. | $333,000 | $0 | $0 | $0 | $0 | $0 | $33,300 | $0 | $85,323 | $0 | $451,623 | $0 | $0 | $0 |
| CRAIG HALL | ||||||||||||||
| ADVANCEMENT | $275,000 | $0 | $0 | $0 | $6,000 | $0 | $21,750 | $0 | $29,407 | $0 | $332,157 | $0 | $0 | $0 |
| PETER CURRAN | ||||||||||||||
| FACULTY | $195,000 | $0 | $0 | $0 | $0 | $0 | $18,500 | $0 | $37,635 | $0 | $251,135 | $0 | $0 | $0 |
| RYAN PAGOTTO | ||||||||||||||
| FACULTY | $173,000 | $0 | $0 | $0 | $0 | $0 | $17,300 | $0 | $43,814 | $0 | $234,114 | $0 | $0 | $0 |
| CARA MOHLMANN | ||||||||||||||
| ADVANCEMENT | $142,780 | $0 | $0 | $0 | $180 | $0 | $14,076 | $0 | $72,423 | $0 | $229,459 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $402,781 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE OF STOCK | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES THE SERVICES OF AN OUTSIDE BROKERAGE TO RECEIVE AND SELL STOCK GIFTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES ROBERT AND CORNELIUS SIGETY ARE BROTHERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 REVIEW PROCESS INVOLVES A THOROUGH REVIEW BY THE EXECUTIVE COMMITTEE AND BUDGET/AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO SUBMISSION OF THE RETURN. ANY QUESTIONS OR CONCERNS THAT ARISE FROM THIS REVIEW ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE. THE COMPLETED 990 TAX RETURN IS SHARED WITH THE ENTIRE BOARD OF TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH INDIVIDUAL OF THE BOARD OF TRUSTEES ANNUALLY RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY AND IS REQUIRED TO REVIEW THE POLICY AND REPORT ANY POSSIBLE CONFLICTS. COPIES OF ALL CONFLICT OF INTEREST RESPONSES ARE SENT TO SECRETARY OF THE BOARD FOR REVIEW AND RESPONSE IF NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE COMPENSATION OF THE HEADMASTER IN RELATION TO A PEER GROUP OF SCHOOLS AND BASED UPON THIS ANALYSIS IN CONJUNCTION WITH A ANNUAL PERFORMANCE EVALUATION THE COMPENSATION LEVEL IS ESTABLISHED. THE COMPENSATION LEVEL ESTABLISED BY THE COMMITTEE, FOR THE HEADMASTER, IS SHARED WITH THE REMAINDER OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE ALSO REVIEWS ALL ADMINISTRATIVE/KEY EMPLOYEE SALARIES THAT ARE ESTABLISHED BY THE HEADMASTER IN COMPARISON TO A PEER GROUP TO ENSURE THAT THEY ARE COMPARABLE AND COMMENSURATE WITH THE JOB RESPONSIBILITIES OF EACH INDIVIDUAL. ANY CONCERNS BY THE COMMITTEE ARE BROUGHT TO THE ATTENTION OF THE HEADMASTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF PERPETUAL TRUST 627,007. BOND REFINANCE COSTS -1,270,865. |
| FORM 990, PART XI, LINE 2C | THE BUDGET COMMITTEE OVERSEES THE AUDIT AND SELECTS THE AUDITORS AT THEIR MEETING IN MAY. |