KING SCHOOL INCORPORATED: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KING SCHOOL INCORPORATED (EIN 06-1229222)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-12
- IRS object ID
- 202221329349307062
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T15:56:17-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | 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 | 061229222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KING | BusinessNameControlTxt |
| Phone | 2033223496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NEWFIELD AVENUE | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN SCHAFER | PersonNm |
| Person Title | CHIEF FIN. & OPERATIONS OFFICER | PersonTitleTxt |
| Phone | 2033223496 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | SCHAFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE LEE | PreparerPersonNm |
| PTIN | P01307175 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN SCHAFER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NEWFIELD AVENUE | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $59,089,475 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KINGSCHOOLCT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | KING SCHOOL, INC. IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL SERVING THE STAMFORD, CT AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 317 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,735,196 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,229,021 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,893,983 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,444,093 | CYProgramServiceRevenueAmt |
| PY Investment Income | $487,848 | PYInvestmentIncomeAmt |
| CY Investment Income | $373,287 | CYInvestmentIncomeAmt |
| PY Other Revenue | $305,680 | PYOtherRevenueAmt |
| CY Other Revenue | $262,531 | CYOtherRevenueAmt |
| PY Total Revenue | $37,422,707 | PYTotalRevenueAmt |
| CY Total Revenue | $37,308,932 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,925,343 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,251,470 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,952,037 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,397,801 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,033,913 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,277,941 | PYOtherExpensesAmt |
| CY Other Expenses | $11,090,250 | CYOtherExpensesAmt |
| PY Total Expenses | $34,155,321 | PYTotalExpensesAmt |
| CY Total Expenses | $36,739,521 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,267,386 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $569,411 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $85,798,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,064,346 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,291,704 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,908,383 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $68,506,858 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,155,963 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | KING IS DEDICATED TO PREPARING ITS STUDENTS TO THRIVE IN A RAPIDLY CHANGING WORLD. WE PROVIDE AN EXCELLENT, PROGRESSIVE EDUCATION, GROUNDED IN THE TRADITIONAL DISCIPLINES OF THE ARTS AND SCIENCES, COMMITTED TO THE NURTURING OF INDIVIDUAL POTENTIAL, AND DESIGNED TO PROMOTE CRITICAL THINKING AND REASONED REFLECTION. USING RICH AND INNOVATIVE METHODS, OUR TEACHERS FACILITATE EACH STUDENT'S FULLEST ACADEMIC AND PERSONAL ACHIEVEMENT. WE CHAMPION THE DEVELOPMENT OF CHARACTER, SELF-CONFIDENCE, AND TALENT THROUGH CHALLENGING INTELLECTUAL, CREATIVE, ATHLETIC, LEADERSHIP, AND SERVICE OPPORTUNITIES. KING BELIEVES THAT INDIVIDUAL ACCOMPLISHMENT MUST GO HAND IN HAND WITH RESPECT FOR OTHERS. OUR CULTURE OF RESPECT FOSTERS COLLABORATION AS WELL AS INDEPENDENCE. WE EMBRACE HUMAN AND CULTURAL DIVERSITY. WE VALUE RESPONSIBLE CITIZENSHIP. KING GRADUATES ARE EQUIPPED TO SUCCEED IN COLLEGE AND TO PURSUE LIVES OF ONGOING INQUIRY, LEARNING, ACCOMPLISHMENT, PERSONAL FULFILLMENT AND SOCIAL RESPONSIBILITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,160,770 | ExpenseAmt |
| Grant | $4,251,470 | GrantAmt |
| Revenue | $32,444,093 | RevenueAmt |
| Desc | PROVIDED COLLEGE PREPARATORY EDUCATION FOR APPROXIMATELY 700 CHILDREN AGES PRE-SCHOOL THROUGH GRADE 12. EDUCATIONAL PROGRAMS INCLUDE BOTH TRADITIONAL ACADEMIC YEAR AS WELL AS SUMMER PROGRAMS. | Desc |
| Total Program Service Expenses | $29,160,770 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 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 | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 317 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | 0 | QuidProQuoContriDisclInd |
| 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN SCHAFER KING SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033223496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NEWFIELD AVENUE | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| KAREN ESHOO | |||||||
| HEAD OF SCHOOL (UNTIL 06/21) | 40.00 | Yes (X) | $471,480 | $0 | $158,203 | ||
| KIMBERLY LEEKER | |||||||
| ASSOC. HEAD OF FINANCE (UNTIL 12/20) | 40.00 | Yes (X) | $366,075 | $0 | $70,864 | ||
| LAUREN FREDETTE | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $168,421 | $0 | $79,579 | Yes (X) | ||
| MARNIE SADLOWSKI | |||||||
| ASSOC. HEAD/HEAD OF UPPER | 40.00 | $207,098 | $0 | $40,496 | Yes (X) | ||
| MICAH HAUBEN | |||||||
| DEAN OF ATHLETICS | 40.00 | $162,433 | $0 | $78,030 | Yes (X) | ||
| JANINE NEWMAN | |||||||
| DIRECTOR OF ADMISSION | 40.00 | $176,116 | $0 | $36,612 | Yes (X) | ||
| REBECCA RABASSA | |||||||
| CHAIR OF COUNSELING DEPT. | 40.00 | $172,537 | $0 | $6,811 | Yes (X) | ||
| STEPHEN SCHAFER | |||||||
| CFOO (AS OF 12/20) | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS KING | |||||||
| BOARD CHAIR | 25.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DOUGLAS PERLMAN | |||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DANIEL OZIZMIR | |||||||
| SECOND VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT HOLTZ | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CARMEN FAILLA | |||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THOMAS J CONHEENEY | |||||||
| FIRST AT LARGE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MI-SUN FREEMAN | |||||||
| SECOND AT LARGE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ERIC GERSTER | |||||||
| THIRD AT LARGE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MATTHEW ALLARD | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| NANCY ARMSTRONG | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MATTHEW BARLOW | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| KYLE CLARK | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JESSICA DEMMO | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ELLA COHEN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| STACEY GAINE | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| NANCY HEATON | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GREG JANSEN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MIRIAM KAGGWA-MWENDA | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LYNN KING | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| OKTAY KURBANOV | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| WENDY O'CONNOR | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| TODD RAKER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| PETER RESNICK | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GOD-IS RIVERA | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RACHELLE NORA SPIELVOGEL | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LORENZO WYATT | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CLAUDE AMADEO | |||||||
| TRUSTEE (UNTIL 12/20) | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,724,160 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $470,595 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 47 | 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 |
|---|---|---|---|---|---|
| CLARK COMPANIES | |||||
| PO BOX 427 | DELHI | NY | 13753 | CONSTRUCTION | $3,720,785 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 81049 | WOBURN | MA | 018131049 | FACILITIES MAINTENANCE | $1,272,694 |
| FLIK INDEPENDENT SCHOOLS BY CHARTWELL | |||||
| PO BOX 9337 | CHICAGO | IL | 606931337 | FOOD SERVICES | $714,039 |
| JACKSON LEWIS PC | |||||
| 75 PARK PLAZA | BOSTON | MA | 02216 | LEGAL SERVICES | $245,557 |
| HI-LINK COMPUTER CORP | |||||
| 60 LONG RIDGE ROAD | STAMFORD | CT | 06902 | TECHNOLOGY SERVICES | $211,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $141,634 | FundraisingAmt |
| Government Grants | $629,260 | GovernmentGrantsAmt |
| All Other Contributions | $3,458,127 | AllOtherContributionsAmt |
| Noncash Contributions | $1,117,798 | NoncashContributionsAmt |
| Total Contributions | $4,229,021 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION & PROGRAM FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $32,444,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,444,093 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,444,093 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $376,198 | TotalRevenueColumnAmt |
| Exclusion | $376,198 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,000 | 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 | $18,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,000 | TotalRevenueColumnAmt |
| Exclusion | $18,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,765,959 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,768,870 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,911 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,911 | TotalRevenueColumnAmt |
| Exclusion | -$2,911 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $11,272 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $141,634 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,673 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$401 | TotalRevenueColumnAmt |
| Exclusion | -$401 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARENT ASSOCIATION INCOME | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $244,932 | TotalRevenueColumnAmt |
| Exclusion | $244,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $244,932 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,308,932 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,444,093 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $635,818 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,251,470 | TotalAmt |
| Program Services | $4,251,470 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,309,642 | TotalAmt |
| Management And General | $1,309,642 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,987,195 | TotalAmt |
| Program Services | $12,892,970 | ProgramServicesAmt |
| Management And General | $1,653,405 | ManagementAndGeneralAmt |
| Fundraising | $440,820 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,777 | TotalAmt |
| Program Services | $654,081 | ProgramServicesAmt |
| Management And General | $63,224 | ManagementAndGeneralAmt |
| Fundraising | $22,472 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,337,709 | TotalAmt |
| Program Services | $2,512,705 | ProgramServicesAmt |
| Management And General | $747,567 | ManagementAndGeneralAmt |
| Fundraising | $77,437 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,023,478 | TotalAmt |
| Program Services | $836,139 | ProgramServicesAmt |
| Management And General | $156,175 | ManagementAndGeneralAmt |
| Fundraising | $31,164 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,573 | TotalAmt |
| Management And General | $284,573 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,625 | TotalAmt |
| Management And General | $136,625 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,000 | TotalAmt |
| Management And General | $169,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,969 | TotalAmt |
| Program Services | $76,798 | ProgramServicesAmt |
| Management And General | $448,171 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,270 | TotalAmt |
| Program Services | $354,944 | ProgramServicesAmt |
| Management And General | $103,018 | ManagementAndGeneralAmt |
| Fundraising | $199,308 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,683 | TotalAmt |
| Program Services | $681,683 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,552,107 | TotalAmt |
| Program Services | $2,041,685 | ProgramServicesAmt |
| Management And General | $502,368 | ManagementAndGeneralAmt |
| Fundraising | $8,054 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,789 | TotalAmt |
| Program Services | $12,631 | ProgramServicesAmt |
| Management And General | $3,158 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,912 | TotalAmt |
| Program Services | $52,119 | ProgramServicesAmt |
| Management And General | $96,793 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,904,445 | TotalAmt |
| Program Services | $2,614,001 | ProgramServicesAmt |
| Management And General | $290,444 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,008 | TotalAmt |
| Program Services | $144,203 | ProgramServicesAmt |
| Management And General | $267,805 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATIONAL & LIBRARY | $1,537,182 | $1,537,182 | ||
| OTHER EXPENSES | $574,756 | $207,620 | $213,749 | $153,387 |
| ATHLETIC SUPPLIES | $237,166 | $237,166 | ||
| SERVICE CONTRACTS | $152,494 | $53,373 | $99,121 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,271 | TotalAmt |
| Fundraising | $101,271 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,739,521 | TotalAmt |
| Program Services | $29,160,770 | ProgramServicesAmt |
| Management And General | $6,544,838 | ManagementAndGeneralAmt |
| Fundraising | $1,033,913 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,791,910 | BOYAmt |
| EOY | $3,218,123 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,877,541 | BOYAmt |
| EOY | $10,493,682 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,270,404 | BOYAmt |
| EOY | $2,077,023 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,792 | BOYAmt |
| EOY | $20,610,995 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $748,557 | BOYAmt |
| EOY | $656,962 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $67,489,317 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,605,887 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,751,024 | BOYAmt |
| EOY | $34,883,430 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,233,252 | BOYAmt |
| EOY | $32,451,375 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,016,127 | BOYAmt |
| EOY | $8,519,903 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,955 | BOYAmt |
| EOY | $1,152,853 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,798,562 | BOYAmt |
| EOY | $114,064,346 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,885,138 | BOYAmt |
| EOY | $4,041,543 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,413,570 | BOYAmt |
| EOY | $27,263,844 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,534,996 | BOYAmt |
| EOY | $6,154,996 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,000 | BOYAmt |
| EOY | $448,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,291,704 | BOYAmt |
| EOY | $37,908,383 | 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 | $58,813,407 | BOYAmt |
| EOY | $68,554,341 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,693,451 | BOYAmt |
| EOY | $7,601,622 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,506,858 | BOYAmt |
| EOY | $76,155,963 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,798,562 | BOYAmt |
| EOY | $114,064,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $569,411 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,079,694 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,959,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,529,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,403,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,735,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,229,021 | CurrentTaxYearAmt |
| Total | $21,857,322 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,959,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,529,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,403,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,735,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,229,021 | CurrentTaxYearAmt |
| Total | $21,857,322 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,509,689 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,347,633 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $496,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $695,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $903,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $531,422 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $394,198 | CurrentTaxYearAmt |
| Total | $3,021,582 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $249,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $317,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $265,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $244,932 | CurrentTaxYearAmt |
| Total | $1,199,447 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,078,351 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $149,097,608 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | NET INCOME FROM FUNDRAISING EVENTS PARENT ASSOCIATION DUES AND OTHER INCOME OTHER | ExplanationTxt |
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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,308,340 | BeginningYearBalanceAmt |
| Contributions | $4,968,779 | ContributionsAmt |
| Investment Earnings Or Losses | $7,249,529 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $103,392 | GrantsOrScholarshipsAmt |
| Other Expenditures | $261,086 | OtherExpendituresAmt |
| Administrative Expenses | $77 | AdministrativeExpensesAmt |
| End Year Balance | $42,162,093 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,868,784 | BeginningYearBalanceAmt |
| Contributions | $1,917,478 | ContributionsAmt |
| Investment Earnings Or Losses | $135,060 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,556 | GrantsOrScholarshipsAmt |
| Other Expenditures | $608,398 | OtherExpendituresAmt |
| Administrative Expenses | $28 | AdministrativeExpensesAmt |
| End Year Balance | $30,308,340 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,003,130 | BeginningYearBalanceAmt |
| Contributions | $1,452,937 | ContributionsAmt |
| Investment Earnings Or Losses | $962,693 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $549,896 | OtherExpendituresAmt |
| Administrative Expenses | $80 | AdministrativeExpensesAmt |
| End Year Balance | $28,868,784 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,937,693 | BeginningYearBalanceAmt |
| Contributions | $1,206,271 | ContributionsAmt |
| Investment Earnings Or Losses | $1,351,484 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $492,218 | OtherExpendituresAmt |
| Administrative Expenses | $100 | AdministrativeExpensesAmt |
| End Year Balance | $27,003,130 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,712,508 | BeginningYearBalanceAmt |
| Contributions | $1,722,640 | ContributionsAmt |
| Investment Earnings Or Losses | $2,686,301 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $183,356 | OtherExpendituresAmt |
| Administrative Expenses | $400 | AdministrativeExpensesAmt |
| End Year Balance | $24,937,693 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85852 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09874 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04274 | 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 | $220,000 | OtherCostOrOtherBasisAmt |
| Book Value | $220,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,062,659 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,904,362 | DepreciationAmt |
| Book Value | $33,158,297 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,139,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,701,525 | DepreciationAmt |
| Book Value | $1,437,752 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,381 | OtherCostOrOtherBasisAmt |
| Book Value | $67,381 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,883,430 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $8,519,903 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,519,903 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $39,103,052 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,079,694 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $11,673 | OtherRevenueAmt |
| Revenue Not Reported | $7,091,367 | RevenueNotReportedAmt |
| Revenue Subtotal | $32,011,685 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $168,999 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,128,248 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,297,247 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,308,932 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,453,947 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $11,673 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $11,673 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,442,274 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $168,999 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,128,248 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,297,247 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,739,521 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENTION OF THE SCHOLARSHIP ENDOWMENT IS TO PROVIDE NEED-BASED SCHOLARSHIPS TO ELIGIBLE STUDENTS IN A SUSTAINABLE MANNER. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 11,673. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TUITION REMISSION 876,778. SCHOLARSHIPS ($4,228,051) AND GRANTS IN AID ($23,419) 4,251,470. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 11,673. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION REMISSION 876,778. SCHOLARSHIPS ($4,228,051) AND GRANTS IN AID ($23,419) 4,251,470. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | ONCE A YEAR, IN CONJUNCTION WITH OTHER AREA INDEPENDENT SCHOOLS, THE SCHOOL PLACES AN ADVERTISEMENT IN THE NEW YORK TIMES LISTING THE NON-DISCRIMINATORY POLICY. IN ADDITION, THE POLICY IS CLEARLY STATED IN ALL ADMISSION MATERIALS. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIEVED $629,260 FROM THE EMERGENCY ASSISTANCE TO NON-PUBLIC SCHOOLS PROGRAM (EANS) ESTABLISHED BY THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT, 2021 (CRRSA ACT). |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $7,123,454 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,123,454 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,123,454 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VIRTUAL GALA | Event1Nm |
| Gross Receipts Event1 | $152,906 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $141,634 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,272 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $200 | CashPrizesEvent1Amt |
| Entertainment Event1 | $11,072 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $401 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $152,906 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $141,634 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,272 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $200 | CashPrizesTotalEventsAmt |
| Entertainment Total Events | $11,072 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $401 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,673 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$401 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL ACCESS AND SCHOLARSHIPS | 125 | $4,228,051 |
| FUNDS TO SUPPORT FACULTY PROFESSIONAL GROWTH & DEVELOPMENT | 2 | $23,419 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL ACCESS IS AVAILABLE FOR QUALIFIED STUDENTS ON THE BASIS OF NEED DETERMINED BY SCHOOL AND STUDENT SERVICES (SSS) GUIDELINES WHICH PROVIDE A FINANCIAL ACCESS NEED ANALYSIS BASED ON CONFIDENTIAL INFORMATION PROVIDED BY FAMILIES. THE SCHOLARSHIPS ARE AWARDED ON AN OBJECTIVE AND NONDISCRIMINATORY MANNER. ALL SCHOLARSHIPS ARE MADE DIRECTLY AS CREDITS AGAINST STUDENT ACCOUNTS AND NO CASH REFUNDS ARE ISSUED FOR ANY PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | 0 | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN ESHOO | ||||||||||||||
| HEAD OF SCHOOL (UNTIL 06/21) | $427,483 | $0 | $43,031 | $0 | $966 | $0 | $30,396 | $0 | $127,807 | $0 | $629,683 | $0 | $0 | $0 |
| KIMBERLY LEEKER | ||||||||||||||
| ASSOC. HEAD OF FINANCE (UNTIL 12/20) | $363,531 | $0 | $0 | $0 | $2,544 | $0 | $28,543 | $0 | $42,321 | $0 | $436,939 | $0 | $0 | $0 |
| LAUREN FREDETTE | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $168,204 | $0 | $0 | $0 | $217 | $0 | $8,478 | $0 | $71,101 | $0 | $248,000 | $0 | $0 | $0 |
| MARNIE SADLOWSKI | ||||||||||||||
| ASSOC. HEAD/HEAD OF UPPER | $206,649 | $0 | $0 | $0 | $449 | $0 | $18,972 | $0 | $21,524 | $0 | $247,594 | $0 | $0 | $0 |
| MICAH HAUBEN | ||||||||||||||
| DEAN OF ATHLETICS | $162,294 | $0 | $0 | $0 | $139 | $0 | $8,240 | $0 | $69,790 | $0 | $240,463 | $0 | $0 | $0 |
| JANINE NEWMAN | ||||||||||||||
| DIRECTOR OF ADMISSION | $175,959 | $0 | $0 | $0 | $157 | $0 | $9,010 | $0 | $27,602 | $0 | $212,728 | $0 | $0 | $0 |
| REBECCA RABASSA | ||||||||||||||
| CHAIR OF COUNSELING DEPT. | $172,432 | $0 | $0 | $0 | $105 | $0 | $5,873 | $0 | $938 | $0 | $179,348 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | KAREN ESHOO IS PROVIDED WITH ON-CAMPUS HOUSING. THIS HOUSING IS REQUIRED BY THE NATURE OF THE POSITION AND IS A CONDITION OF EMPLOYMENT AND IS TREATED AS A NONTAXABLE BENEFIT. |
| PART I, LINE 7 | BONUSES ARE AWARDED BASED ON THE ACHIEVEMENT OF SPECIFIC PERFORMANCE GOALS. |
| PART I, LINE 8 | KAREN ESHOO IS IN YEAR 3 OF HER INITIAL 3 YEAR CONTRACT WITH THE SCHOOL. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEFA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| Bond Issued | 2013-04-30 | BondIssuedDt |
| Issue Price | $9,100,000 | IssuePriceAmt |
| Purpose | REFINANCING SERIES A BOND ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,885,000 | RetiredAmt |
| Total Proceeds | $9,100,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $99,056 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $9,000,944 | OtherSpentProceedsAmt |
| Substantial Completion | 2003 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CHEFA DATE THE REBATE COMPUTATION WAS PERFORMED: 02/15/2021 |
| PART II, LINE 11 | OTHER SPENT PROCEEDS RELATES TO REFINANCING OF PRIOR BOND |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,117,798 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN PART I COLUMN (B) REPRESENTS THE NUMBER OF STOCK GIFTS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD ONLY IN UNUSUAL AND PRESSING CIRCUMSTANCES, AS DETERMINED IN THE DISCRETION OF THE CHAIR. |
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEE THOMAS KING AND TRUSTEE LYNN KING ARE SPOUSES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE AND EXECUTIVE COMMITTEE REVIEW THE ENTIRE 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES AND OFFICERS ARE OBLIGATED TO SIGN A CONFLICT OF INTEREST STATEMENT. POTENTIAL CONFLICTS MUST BE REPORTED TO THE CHAIR OF THE TRUSTEESHIP COMMITTEE OF THE BOARD OF TRUSTEES. MEMBERS OF THE TRUSTEESHIP COMMITTEE WILL BE DESIGNATED BY THE CHAIR OF THE TRUSTEESHIP COMMITTEE TO INVESTIGATE POTENTIAL CONFLICT SITUATIONS OF BOTH INTEREST AND COMMITMENT AND, IF APPROPRIATE, PROVIDE RECOMMENDATIONS FOR CORRECTIVE ACTION. RECOMMENDATIONS ARE TO BE BROUGHT FORWARD BY THE CHAIR OF THE TRUSTEESHIP COMMITTEE TO THE CHAIR OF THE BOARD OF TRUSTEES AND HEAD OF SCHOOL AS HE OR SHE DEEMS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, ACCORDING TO THE PHILOSOPHY AND PROCESS OUTLINED IN THE COMPENSATION PHILOSOPHY. COMPETITIVE COMPENSATION DATA FROM SEVERAL SOURCES, EXPERIENCE AND A PERFORMANCE APPRAISAL ARE UTILIZED IN THE COMPENSATION DETERMINATION AND DOCUMENTATION. THE HEAD OF SCHOOL DETERMINES THE COMPENSATION FOR KEY EMPLOYEES AND SENIOR ADMINISTRATORS UTILIZING THE OVERALL SALARY INCREASE POOL APPROVED BY THE BOARD OF TRUSTEES AS A BASE. IN ADDITION, COMPETITIVE SALARY DATA, EXPERIENCE AND A PERFORMANCE APPRAISAL ARE UTILIZED FOR DETERMINING COMPENSATION AS WELL AS DOCUMENTATION. IN ADDITION, THE CFOO AND THE HEAD OF SCHOOL REVIEW COMPARABLE DATA AND DISCUSS PERFORMANCE OF ALL KEY EMPLOYEES. TAKING THIS DATA INTO CONSIDERATION, THE HEAD OF SCHOOL WILL THEN DETERMINE THE COMPENSATION |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS ARE MADE AVAILABLE BY REQUESTS AT MANAGEMENT'S DISCRETION. |