THE ALFRED AND ADELE DAVIS ACADEMY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE ALFRED AND ADELE DAVIS ACADEMY INC (EIN 58-1970181)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-15
- IRS object ID
- 202213199349304721
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T08:19:27-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & HOWARD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 17TH STREET NW SUITE 1600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581970181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALFRED AND ADELE DAVIS ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KIM RICH | InCareOfNm |
| Business Name Control | ALFR | BusinessNameControlTxt |
| Phone | 7706710085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8105 ROBERTS DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30350 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY SHAFRON | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 7706710085 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | SHAFRON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SABRE J LINAHAN | PreparerPersonNm |
| PTIN | P01372980 | PTIN |
| Phone | 4048746244 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMY SHAFRON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8105 ROBERTS DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,135,850 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DAVISACADEMY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AN ACADEMICALLY CHALLENGING ENVIRONMENT WITH ENRICHED CURRICULA, INTEGRATING GENERAL ACADEMICS AND JUDAIC STUDIES FROM MECHINA KINDERGARTEN PREP THROUGH EIGHTH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 133 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,343,531 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,982,381 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,190,459 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,012,005 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,011,208 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,758,397 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$30,303 | PYOtherRevenueAmt |
| CY Other Revenue | -$44,842 | CYOtherRevenueAmt |
| PY Total Revenue | $18,514,895 | PYTotalRevenueAmt |
| CY Total Revenue | $18,707,941 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,104,111 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,995,725 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,770,172 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,164,302 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $573,488 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,254,273 | PYOtherExpensesAmt |
| CY Other Expenses | $4,882,041 | CYOtherExpensesAmt |
| PY Total Expenses | $14,128,556 | PYTotalExpensesAmt |
| CY Total Expenses | $14,042,068 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,386,339 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,665,873 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,823,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,440,379 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,348,503 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,487,097 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,475,121 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,953,282 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE AN ACADEMICALLY CHALLENGING ENVIRONMENT WITH ENRICHED CURRICULA, INTEGRATING GENERAL ACADEMICS AND JUDAIC STUDIES FROM MECHINA KINDERGARTEN PREP THROUGH EIGHTH GRADE IN A NURTURING, SECURE ENVIRONMENT, INSTRUCTED BY A FACULTY DEDICATED TO EXCELLENCE, CHILDREN ARE ENCOURAGED TO REACH THEIR HIGHEST POTENTIAL. THE DAVIS ACADEMY STRIVES TO CREATE A COMMUNITY IN WHICH CHILDREN DEVELOP A LIFE-LONG LOVE FOR LEARNING AND A COMMITMENT TO JEWISH LIFE FOUNDED ON MORALS, VALUES, AND ETHICS, GROUNDED IN TORAH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,146,640 | ExpenseAmt |
| Grant | $1,995,725 | GrantAmt |
| Revenue | $13,012,215 | RevenueAmt |
| Desc | THE CORPORATION OPERATED AS A NON-PROFIT PRE-K THROUGH EIGHTH GRADE PRIVATE SCHOOL WITH 489 STUDENTS IN ATTENDANCE. | Desc |
| Total Program Service Expenses | $10,146,640 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 133 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM RICH | PersonNm |
| Phone | 7706710085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8105 ROBERTS DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| Amy Shafron | ||||||||
| Head of School | 40.0 | 0.0 | Yes (X) | $387,361 | $0 | $37,353 | ||
| Drew Frank | ||||||||
| Principal/Associate Head of Sc | 40.0 | 0.0 | $205,913 | $0 | $37,350 | Yes (X) | ||
| Kim Rich | ||||||||
| Chief Financial Officer | 40.0 | 0.0 | Yes (X) | $176,506 | $0 | $13,166 | ||
| Jeffrey Rothstein | ||||||||
| Assistant Principal | 40.0 | 0.0 | $146,729 | $0 | $41,725 | Yes (X) | ||
| Micah Lapidus | ||||||||
| School Rabbi/Director of Jewi | 40.0 | 0.0 | $146,665 | $0 | $32,392 | Yes (X) | ||
| Elisa Prager | ||||||||
| Director of Institutional Adva | 40.0 | 0.0 | $147,081 | $0 | $14,744 | Yes (X) | ||
| Karl Altmann | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Abby Bechler-Karsch | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Mara Berman | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Dana Bernath | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Barbie Bregen | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Scott Bohrer | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Steven Cohen | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Ann Davis | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Elizabeth Davis | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Mark Edelstein | ||||||||
| Vice President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Russell Falkenstein | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Vanessa Frank | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Lisa Freedman | ||||||||
| President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Julia Galanti | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| David Goldberg | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Micah Goldstein | ||||||||
| Vice President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Billie Greenberg | ||||||||
| Past President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Lisa Haynor | ||||||||
| Secretary | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jeff Hopkins | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Bennett Kaplan | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Hope Kaufman | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jami Kohn | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Debbie Kurzweil | ||||||||
| Past President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jon Leven | ||||||||
| Past President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Kevin Levingston | ||||||||
| Treasurer | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Brian Mand | ||||||||
| Vice President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Bobbi Perlstein | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Josh Perlstein | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Michelle Rosenberg | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Stacey Rothberg | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Bill Rothschild | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Carol Rubin | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Linda Selig | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Stanley Sonenshine | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jason Tessler | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Evan Toporek | ||||||||
| Past President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Sam Tuck | ||||||||
| Past President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Dean Benamy | ||||||||
| Past President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Dulcy Davis Rosenberg | ||||||||
| Trustee for Life | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jay Davis | ||||||||
| Trustee for Life | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jan Epstein | ||||||||
| Past President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Bryan Fields | ||||||||
| Past President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Sidney Kirschner | ||||||||
| Trustee for Life | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Carol Nemo | ||||||||
| Past President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Tonia Sellers | ||||||||
| Past President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Ben Sillins | ||||||||
| Past President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Harriet Zoller | ||||||||
| Past President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| William Breman zl | ||||||||
| Trustee for Life | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,210,255 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $176,730 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAGE DINING SERVICES INC | |||||
| 3687 MCELROY RD | ATLANTA | GA | 30340 | FOOD SERVICE | $555,660 |
| CLEANSTAR NATIONAL INC | |||||
| 540 COLLINS RD | MARIETTA | GA | 30066 | JANITORIAL | $280,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $385,786 | FundraisingAmt |
| Government Grants | $1,331,778 | GovernmentGrantsAmt |
| All Other Contributions | $1,264,817 | AllOtherContributionsAmt |
| Noncash Contributions | $51,902 | NoncashContributionsAmt |
| Total Contributions | $2,982,381 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| TUITION AND FEES | $13,004,901 | $13,004,901 |
| MISC PROGRAM SERVICE REVENUE | $7,104 | $7,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,012,005 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,139,896 | TotalRevenueColumnAmt |
| Exclusion | $1,139,896 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,868 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $63,113 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$8,245 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,245 | TotalRevenueColumnAmt |
| Exclusion | -$8,245 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,846,420 | SecuritiesAmt |
| Other | $210 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,228,129 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,618,291 | SecuritiesAmt |
| Other | $210 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,618,501 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $210 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,618,291 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $100,070 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $385,786 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $136,667 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$36,597 | TotalRevenueColumnAmt |
| Exclusion | -$36,597 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,707,941 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,012,215 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,713,345 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,995,725 | TotalAmt |
| Program Services | $1,995,725 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,440 | TotalAmt |
| Management And General | $616,158 | ManagementAndGeneralAmt |
| Fundraising | $128,282 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,416,333 | TotalAmt |
| Program Services | $4,413,192 | ProgramServicesAmt |
| Management And General | $761,273 | ManagementAndGeneralAmt |
| Fundraising | $241,868 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,782 | TotalAmt |
| Management And General | $188,782 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,944 | TotalAmt |
| Program Services | $277,626 | ProgramServicesAmt |
| Management And General | $91,410 | ManagementAndGeneralAmt |
| Fundraising | $18,908 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,803 | TotalAmt |
| Program Services | $299,872 | ProgramServicesAmt |
| Management And General | $110,496 | ManagementAndGeneralAmt |
| Fundraising | $16,435 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,323 | TotalAmt |
| Management And General | $10,323 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,419 | TotalAmt |
| Management And General | $164,419 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,532 | TotalAmt |
| Management And General | $210,532 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,486 | TotalAmt |
| Management And General | $55,913 | ManagementAndGeneralAmt |
| Fundraising | $23,573 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,949 | TotalAmt |
| Program Services | $88,154 | ProgramServicesAmt |
| Management And General | $54,812 | ManagementAndGeneralAmt |
| Fundraising | $12,983 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,281 | TotalAmt |
| Program Services | $27,896 | ProgramServicesAmt |
| Management And General | $82,385 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,995 | TotalAmt |
| Program Services | $166,991 | ProgramServicesAmt |
| Management And General | $62,852 | ManagementAndGeneralAmt |
| Fundraising | $9,152 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,468 | TotalAmt |
| Program Services | $104,314 | ProgramServicesAmt |
| Management And General | $38,437 | ManagementAndGeneralAmt |
| Fundraising | $5,717 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,140,112 | TotalAmt |
| Program Services | $801,044 | ProgramServicesAmt |
| Management And General | $295,166 | ManagementAndGeneralAmt |
| Fundraising | $43,902 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,835 | TotalAmt |
| Program Services | $115,974 | ProgramServicesAmt |
| Management And General | $53,505 | ManagementAndGeneralAmt |
| Fundraising | $6,356 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $837,326 | $837,326 | ||
| DINING SERVICES | $536,337 | $376,833 | $138,854 | $20,650 |
| REPAIRS & MAINTENANCE | $499,469 | $395,271 | $82,535 | $21,663 |
| CLEANING SERVICE CONTRACT | $309,151 | $217,210 | $80,037 | $11,904 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,358 | TotalAmt |
| Program Services | $29,212 | ProgramServicesAmt |
| Management And General | $224,051 | ManagementAndGeneralAmt |
| Fundraising | $12,095 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,042,068 | TotalAmt |
| Program Services | $10,146,640 | ProgramServicesAmt |
| Management And General | $3,321,940 | ManagementAndGeneralAmt |
| Fundraising | $573,488 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,002,219 | BOYAmt |
| EOY | $5,197,511 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,697,099 | BOYAmt |
| EOY | $11,968,775 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,059 | BOYAmt |
| EOY | $593,614 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,477 | BOYAmt |
| EOY | $1,359,134 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,376 | BOYAmt |
| EOY | $275,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,557,835 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,012,476 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,530,680 | BOYAmt |
| EOY | $18,545,359 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,772,598 | BOYAmt |
| EOY | $20,183,100 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,494,560 | BOYAmt |
| EOY | $2,222,221 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,556 | BOYAmt |
| EOY | $94,763 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,823,624 | BOYAmt |
| EOY | $60,440,379 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $847,281 | BOYAmt |
| EOY | $999,970 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,347,271 | BOYAmt |
| EOY | $5,146,114 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,440,008 | BOYAmt |
| EOY | $4,720,008 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $713,943 | BOYAmt |
| EOY | $621,005 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,348,503 | BOYAmt |
| EOY | $11,487,097 | 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 | $47,735,427 | BOYAmt |
| EOY | $46,099,617 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,739,694 | BOYAmt |
| EOY | $2,853,665 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,475,121 | BOYAmt |
| EOY | $48,953,282 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,823,624 | BOYAmt |
| EOY | $60,440,379 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,665,873 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,187,712 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $1,600,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,215,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,168,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,343,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,982,381 | CurrentTaxYearAmt |
| Total | $10,310,311 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,600,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,215,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,168,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,343,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,982,381 | CurrentTaxYearAmt |
| Total | $10,310,311 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,884,043 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,426,268 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $707,899 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $887,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $659,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $551,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,194,764 | CurrentTaxYearAmt |
| Total | $3,999,871 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,310,182 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $63,802,416 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58883 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60802 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,092,701 | BeginningYearBalanceAmt |
| Contributions | $1,431 | ContributionsAmt |
| Investment Earnings Or Losses | -$361,750 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $55,288 | AdministrativeExpensesAmt |
| End Year Balance | $10,677,094 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,823,617 | BeginningYearBalanceAmt |
| Contributions | $133,681 | ContributionsAmt |
| Investment Earnings Or Losses | $2,186,008 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $50,605 | AdministrativeExpensesAmt |
| End Year Balance | $11,092,701 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,832,137 | BeginningYearBalanceAmt |
| Contributions | $128,326 | ContributionsAmt |
| Investment Earnings Or Losses | -$91,096 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $45,750 | AdministrativeExpensesAmt |
| End Year Balance | $8,823,617 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,426,517 | BeginningYearBalanceAmt |
| Contributions | $112,551 | ContributionsAmt |
| Investment Earnings Or Losses | $340,248 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $47,179 | AdministrativeExpensesAmt |
| End Year Balance | $8,832,137 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,783,221 | BeginningYearBalanceAmt |
| Contributions | $237,481 | ContributionsAmt |
| Investment Earnings Or Losses | $452,511 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $46,696 | AdministrativeExpensesAmt |
| End Year Balance | $8,426,517 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.73270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.17920 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08810 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,226,200 | OtherCostOrOtherBasisAmt |
| Book Value | $2,226,200 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,880,023 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,470,167 | DepreciationAmt |
| Book Value | $15,409,856 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,959,185 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,363,717 | DepreciationAmt |
| Book Value | $595,468 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,492,425 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,178,590 | DepreciationAmt |
| Book Value | $313,835 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,545,359 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXABLE BOND PAYABLE | Desc |
| Amt | $621,005 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $621,005 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,409,133 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,187,712 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $95,161 | OtherRevenueAmt |
| Revenue Not Reported | -$8,092,551 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,501,684 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $210,532 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,995,725 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,206,257 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,707,941 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,930,972 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $95,161 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $95,161 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,835,811 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $210,532 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,995,725 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,206,257 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,042,068 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | Endowment assets include those assets of donor restricted funds the the academy must hold in perpetuity or for a donor-specified period(s) as well as board-designated funds. The Academy's endowments are invested in pooled funds. As of January 2022, all funds are held at Wells Fargo; prior to this time, the Jewish Federation of greater Atlanta ("JFGA") held the Academy's funds. The Academy adopted its investment policy for the endowment accounts using a moderate investment model provided by JFGA. JFGA's investment objective is to earn a long-term rate of return that is approximately 4.5% greater than the rate of inflation as measured by the CPI. The investment policy's risk parameters minimize downside volatility while maximizing return at an acceptable risk level through diversification of assets. The investment policy also contains specifications as to which types of investments will be permitted. The Academy has adopted a spending policy under which spending of income earned by the unrestricted endowment accounts is discretionary, based on the needs of the Academy and the approval of the Academy's Board of Trustees. Endowment funds created through restricted gifts from donors are to be managed according to the wishes of the donors. However, only up to 3% of annual gains will be distributed. Unless otherwise stipulated by the donors, all principal is to be kept intact, and only the earnings are to be used for the restricted purpose of the fund. The Academy considers a fund to be underwater if the fair value of the fund is less than the sum of (a) the original value of initial and subsequent gift amounts donated to the fund and (b) any accumulations to the fund that are required to be maintained in perpetuity in accordance with the direction of the applicable donor gift instrument. The Academy has complied with UPMIFA to permit spending from an underwater endowment. |
| Schedule D, Part X, Line 2 | The Academy qualifies as a tax-exempt organization under Section 501(3) of the Internal Revenue Code and, therefore, has no provision for income taxes. However, income from certain activities not directly related to the Academy's tax exempt purpose is subject to taxation as unrelated business income. During the years ended June 30, 2022 and 2021, the Academy incurred no income tax expense related to unrelated business income. The Academy qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation under Section 509(a)(2). The Academy annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Academy takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. In the normal course of business, the Academy is subject to examination by the federal and state taxing authorities. In general, the Academy is no longer subject to tax examinations for tax years ending before June 30, 2019. |
| Schedule D, Part XI, Line 2D | $63,113 + Direct Rental Expenses $32,048 + Fundraising Expenses -------------------------------- $95,161 = |
| Schedule D, Part XI, Line 4B | Tuition Assistance: $1,995,725 |
| Schedule D, Part XII, Line 2D | $63,113 + Direct Rental Expenses $32,048 + Fundraising Expenses -------------------------------- $95,161 = |
| Schedule D, Part XII, Line 4B | Tuition Assistance: $1,995,725 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Sch E Part 1, Line 3 | FormAndLineReferenceDesc |
| Explanation | Policy is publicized on application materials which is provided along with an information package for all interested parties. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East and North Africa | RegionTxt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | 8th Grade Trip | SpecificServicesProvidedTxt |
| Region Total Expenditures | $57,977 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $57,977 | SubtotalSpentAmt |
| Total Spent | $57,977 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $244,883 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $201,258 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $43,625 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $32,347 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,964 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $20,052 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $240,973 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $184,528 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $56,445 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $41,416 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $14,790 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $15,098 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $485,856 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $385,786 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $100,070 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $73,763 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $27,754 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,150 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $136,667 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$36,597 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| Financial Assistance as Reduction in Tuition | 197 | $1,208,225 | Amount of Tuition | Reduction in Tuition | |
| Financial Aid for Students | 117 | Cash | $725,539 | ||
| COVID-19 RELIEF | 12 | $61,961 | Amount of Tuition | Reduction in Tuition |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Financial aid is need based. Each applicant fills out a standard form annually awards are decided annually by a committee of the board. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| Drew Frank | ||||||
| Principal/Associate Head of Sc | $176,635 | $15,000 | $14,278 | $8,864 | $28,906 | $243,683 |
| Micah Lapidus | ||||||
| School Rabbi/Director of Jewi | $120,530 | $26,135 | $6,257 | $26,555 | $179,477 | |
| Elisa Prager | ||||||
| Director of Institutional Adva | $147,081 | $6,842 | $8,322 | $162,245 | ||
| Jeffrey Rothstein | ||||||
| Assistant Principal | $118,761 | $27,968 | $6,215 | $35,918 | $188,862 | |
| Amy Shafron | ||||||
| Head of School | $347,361 | $40,000 | $14,500 | $25,633 | $427,494 | |
| Kim Rich | ||||||
| Chief Financial Officer | $176,506 | $3,555 | $10,031 | $190,092 | ||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part 1, Line 7 | FormAndLineReferenceDesc |
| Explanation | Bonus payments are paid annually based on performance. | ExplanationTxt |
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 | City of Sandy Springs Development Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 261580939 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2013-06-20 | BondIssuedDt |
| Issue Price | $10,590,000 | IssuePriceAmt |
| Purpose | To Refinance the Cost of Acquiring | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,869,992 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $10,590,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column F | To refinance the cost of acquiring, constructing, renovating, and installing. |
| Part IV, Line 2c | The Rebate Computation date is N/A |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | jill rosenbluth | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member of Billie Greenberg (Board Member) | RelationshipDescriptionTxt |
| Transaction | $51,635 | TransactionAmt |
| Transaction | COMPENSATION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,902 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32A: | THE ACADEMY USES ITS BROKER TO LIQUIDATE STOCK DONATIONS TO CASH IMMEDIATELY UPON RECEIPT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Question 2 | Jay Davis and Ann Davis both serve as board members on The Alfred and Adele Davis Academy, Inc. and they are married. Dulcy Rosenberg is a board member of the Academy. Michelle Rosenberg is the daughter of Dulcy and serves as a member of the board. Bobbi Perlstein is a board member of the Academy. Josh Perlstein is the son of Bobbi and serves as a member of the board. |
| Form 990, Part VI, Section B, Line 11 | The Head of School and CFO review the return in detail prior to filing and a copy of the return is available for all board members to review as requested. |
| Form 990, Part VI, Section B, Line 12C | The organization has board members and officers read and sign an acknowledgement that they have read the policies and procedures and that no conflicts exist. Should conflicts arise, the issues are discussed and resolved by an independent committee of the board. |
| Form 990, Part VI, Section B, Line 15 | CEO COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS, CFO COMPENSATION BY CEO IN CONSULTATION WITH THE BOARD OF DIRECTORS, AND KEY EMPLOYEE COMPENSATION DETERMINED BY THE CEO AND CFO IN CONSULTATION WITH THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Section C, Line 18 | THESE ITEMS ARE MADE AVAILABLE AT THE ORGANIZATION OFFICES UPON REQUEST. |
| Form 990, Part VI, Section C, Line 19 | Available upon request. |
| Form 990, Part XII, Line 2C | AUDIT COMMITTEE MEETS ANNUALLY WITH AUDITORS, REVIEWS FINANCIAL STATEMENTS, MAKES ANY RECOMMENDATIONS NECESSARY TO BOARD, AND THE BOARD VOTES TO ACCEPT AUDIT AND/OR APPROVES AUDIT COMMITTEE RECOMMENDATIONS. |