WESTMINSTER SCHOOLS INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER SCHOOLS INC (EIN 58-0566206)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2021-05-14
- IRS object ID
- 202101349349305090
- Schema version
- 2019v5.2
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T16:30:59-05:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 PEACHTREE STREET NE SUITE 1200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTMINSTER SCHOOLS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4043558673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303272428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTOINETTE BOYD | PersonNm |
| Person Title | VP FINANCE AND OPS | PersonTitleTxt |
| Phone | 4043558673 | PhoneNum |
| Signature | 2021-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE N MELCHIOR | PreparerPersonNm |
| PTIN | P00488037 | PTIN |
| Phone | 4043302000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEITH EVANS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303272428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $153,702,847 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTMINSTER.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | CHRISTIAN, INDEPENDENT DAY SCHOOL FOR BOYS AND GIRLS, WHICH SEEKS TO DEVELOP THE WHOLE PERSON FOR COLLEGE AND FOR LIFE THROUGH EXCELLENT EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 894 | TotalEmployeeCnt |
| Total Volunteers | 725 | TotalVolunteersCnt |
| Total Gross UBI | -$955,419 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,169,273 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,913,875 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,667,230 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $57,039,327 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $57,255,802 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,516,632 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,885,767 | CYInvestmentIncomeAmt |
| PY Other Revenue | $924,787 | PYOtherRevenueAmt |
| CY Other Revenue | $1,691,846 | CYOtherRevenueAmt |
| PY Total Revenue | $102,394,621 | PYTotalRevenueAmt |
| CY Total Revenue | $77,500,645 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,869,906 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,295,291 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $46,103,692 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,584,792 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $74,857 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $59,030 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,908,134 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,127,205 | PYOtherExpensesAmt |
| CY Other Expenses | $20,772,126 | CYOtherExpensesAmt |
| PY Total Expenses | $75,175,660 | PYTotalExpensesAmt |
| CY Total Expenses | $74,711,239 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,218,961 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,789,406 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $397,516,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $505,705,448 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,379,646 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $162,870,426 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $335,137,261 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $342,835,022 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMINSTER IS A CHRISTIAN, INDEPENDENT DAY SCHOOL FOR BOYS AND GIRLS, WHICH SEEKS TO DEVELOP THE WHOLE PERSON FOR COLLEGE AND FOR LIFE THROUGH EXCELLENT EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $61,256,043 | ExpenseAmt |
| Grant | $6,295,291 | GrantAmt |
| Revenue | $55,610,895 | RevenueAmt |
| Desc | ELEMENTARY & SECONDARY EDUCATION, GENERAL ORDER: THE SCHOOL ENROLLED 1870 STUDENTS IN THE YEAR ENDED JULY 31, 2020 WITH 37% MINORITY ENROLLMENT. LOW CLASS SIZE ENCOURAGES ACADEMIC ACHIEVEMENTS REFLECTED BY STUDENTS' ACCOMPLISHMENTS INCLUDING 26 NATIONAL MERIT FINALISTS, 26 SEMIFINALISTS AND 37 COMMENDED STUDENTS. THE MOST RECENT SAT RANGE FOR THE MIDDLE 50% OF THE SENIOR CLASS WAS 1310-1550. THE SCHOOL'S FACULTY, WITH 197 ADVANCED DEGREES, REPRESENTS AN INTEGRAL COMPONENT OF EACH STUDENT'S EDUCATION. ANOTHER SIGNIFICANT COMPONENT OF THEIR EDUCATION IS THE SCHOOL'S 4 LIBRARIES WHICH HOUSE 80,491 VOLUMES. WESTMINSTER'S STUDENTS' INTERESTS EXTEND BEYOND ACADEMICS, AND INCLUDE ATHLETIC PURSUITS, ARTISTIC ACCOMPLISHMENTS, AND COMMUNITY SERVICE. IN THE 2019-2020 SCHOOL YEAR, THE SCHOOL WON 4 STATE CHAMPIONSHIPS IN ATHLETIC COMPETITIONS, WITH 72% OF UPPER SCHOOL AND 69% OF MIDDLE SCHOOL STUDENTS INVOLVED IN ATHLETIC ACTIVITIES. THE ARTS ARE HISTORICALLY VERY STRONG AT WESTMINSTER. OVER 58% OF STUDENTS IN THE MIDDLE SCHOOL AND 33% OF STUDENTS IN THE UPPER SCHOOL PARTICIPATE IN THE PERFORMING ARTS. THE BAND, ORCHESTRA, AND CHORAL PROGRAMS HAVE A NUMBER OF OFFERINGS IN EACH DIVISION OF THE SCHOOL, AND CONSISTENTLY RECEIVE SUPERIOR RATING IN COMPETITIONS. WESTMINSTER IS DEDICATED TO THE CONCEPT OF COMMUNITY SERVICE AND STUDENTS HAVE A STRONG TRADITION OF INVOLVEMENT IN THEIR SCHOOL AND THE WIDER COMMUNITY. MOST STUDENTS PARTICIPATE IN VOLUNTARY COMMUNITY SERVICE. ALL DIVISIONS OF THE SCHOOL PARTICIPATE IN SERVICE OPPORTUNITIES THROUGHOUT THE SCHOOL YEAR. THROUGH ITS ENDOWMENT, WESTMINSTER HAS BEEN ABLE TO PROVIDE EDUCATIONAL OPPORTUNITIES TO STUDENTS WHO WOULD OTHERWISE NOT BE ABLE TO PARTICIPATE IN PRIVATE EDUCATION. IN THE 2019-2020 SCHOOL YEAR, 14% OF THE STUDENTS RECEIVED NEED-BASED FINANCIAL AID WHICH MADE ATTENDANCE AT WESTMINSTER POSSIBLE. FOOD SERVICES PROVIDES 2,345 LUNCHES EACH DAY FOR STUDENTS, FACULTY AND STAFF, PLUS A NUMBER OF ADDITIONAL MEALS AT EVENTS AT THE SCHOOL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,212,971 | ExpenseAmt |
| Revenue | $1,942,497 | RevenueAmt |
| Desc | STUDENT SERVICE PROGRAMS: WESTMINSTER AUXILIARY ENTERPRISES PROVIDE PROGRAMS AND SERVICES WHICH AUGMENT THE SCHOOL'S EDUCATIONAL OBJECTIVES. WESTMINSTER'S SUMMER PROGRAMS OFFER A WIDE VARIETY OF OPPORTUNITIES THROUGH ITS 44 VIRTUAL AND IN-PERSON CAMP OFFERINGS TO 606 WESTMINSTER AND NON-WESTMINSTER STUDENTS AGES 4-16. WESTMINSTER ELEMENTARY SCHOOL'S AFTER-SCHOOL PROGRAM, ASK, SERVICES APPROXIMATELY 288 STUDENTS. STUDENTS MAY CHOOSE TO PARTICIPATE IN MINI-COURSES IN A VARIETY OF SUBJECT AREAS INCLUDING ACADEMICS, ARTS AND ATHLETICS DURING REGULAR PROGRAM HOURS. WESTMINSTER'S NURSERY SERVICES 124 STUDENTS BETWEEN THE AGES OF SIX WEEKS AND FOUR YEARS AND IS AVAILABLE FOR BOTH WESTMINSTER AND NON-WESTMINSTER STUDENTS. THE CURRICULUM IS DESIGNED TO DEVELOP AND SUSTAIN EACH CHILD'S NATURAL CURIOSITY TO INSPIRE A LIFELONG LOVE FOR LEARNING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $63,469,014 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 160 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 894 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| 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 AVERY | PersonNm |
| Phone | 4048013486 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303272428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KEITH A EVANS | |||||||||
| PRESIDENT | 55.00 | 0.00 | Yes (X) | Yes (X) | $752,802 | $0 | $138,716 | ||
| TONI BOYD | |||||||||
| VP OF FINANCE AND OPERATIONS | 55.00 | 0.00 | Yes (X) | $276,862 | $0 | $81,496 | |||
| EMILIE R HENRY | |||||||||
| VP FOR INSTT'L ADVANCEMENT | 55.00 | 0.00 | $249,525 | $0 | $107,378 | Yes (X) | |||
| DANETTE MORTON | |||||||||
| HEAD OF MIDDLE SCHOOL | 55.00 | 0.00 | $169,162 | $0 | $133,815 | Yes (X) | |||
| CINDY L TRASK | |||||||||
| HEAD OF UPPER SCHOOL | 55.00 | 0.00 | $212,739 | $0 | $27,639 | Yes (X) | |||
| TIMOTHY DOWNES | |||||||||
| DIRECTOR OF ATHLETICS | 55.00 | 0.00 | $179,629 | $0 | $83,275 | Yes (X) | |||
| WHITCLIFF A MCKNIGHT | |||||||||
| HEAD OF LOWER SCHOOL | 55.00 | 0.00 | $180,077 | $0 | $42,608 | Yes (X) | |||
| ROBERT RYSHKE | |||||||||
| EXEC. DIRECTOR - CENTER FOR TEACHING | 55.00 | 0.00 | $151,140 | $0 | $30,416 | Yes (X) | |||
| MARY SHIVERS O'GARA | |||||||||
| SECRETARY - BOARD/PRESIDENT | 55.00 | 0.00 | Yes (X) | $70,395 | $0 | $35,580 | |||
| JOEL T MURPHY | |||||||||
| BOARD CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH K BLAKE | |||||||||
| BOARD VICE CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROSALIND BREWER | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMUEL G CANDLER | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J EGAN | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON FRITZ | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAND GLENN HAGEN | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK N HALPERN | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT D HAWKINS | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHARINE W KELLEY | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN S LANIER | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET M LAVINE | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUKAI LIU | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID M LOVE | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA OLIVETTI MCGAHAN | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD V MCPHAIL III | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLISON BOLCH MORAN | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| R BRAND MORGAN | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FLOYD C NEWTON III | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS E NOONAN | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAHUL PATEL | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM T PLYBON | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY A REGAL | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BCLAYTON ROLADER | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE SCOTT SAMS | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| S STEPHEN SELIG | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN LSCHOEN | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY P SMALL JR | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| C AUSTIN STEPHENS | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANA WEEKS UGWONALI | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY YADAV | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,242,331 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $680,923 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | 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 |
|---|---|---|---|---|---|
| JE DUNN CONSTRUCTION COMPANY | |||||
| 1001 LOCUST STREET | KANSAS CITY | MO | 64106 | CONSTRUCTION SERVICES | $8,662,255 |
| ENNEAD ARCHITECTS LLP | |||||
| 1 WORLD TRADE CENTER 40TH FLOOR | NEW YORK | NY | 10007 | ARCHITECTURAL SERVICES | $5,963,515 |
| FLIK INDEPENDENT SCHOOLS | |||||
| 2 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | DINING | $2,720,954 |
| BDR PARTNERS LLC | |||||
| 1155 MOUNT VERNON HWY NE SUITE 800 | ATLANTA | GA | 30338 | CONSTRUCTION MANAGEMENT | $847,801 |
| SATELLITE SHELTERS | |||||
| 80 HOSEA ROAD | LAWRENCEVILLE | GA | 30046 | BUILDING LEASE | $569,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $14,667,230 | AllOtherContributionsAmt |
| Noncash Contributions | $298,529 | NoncashContributionsAmt |
| Total Contributions | $14,667,230 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $55,313,305 | $55,313,305 |
| NURSERY | 900099 | $1,112,129 | $1,112,129 |
| EXTENDED DAY PROGRAMS | 900099 | $474,388 | $474,388 |
| SUMMER PROGRAMS | 900099 | $355,980 | $355,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $57,255,802 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $309,816 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$955,419 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,265,235 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,652 | TotalRevenueColumnAmt |
| Exclusion | $9,652 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $285,102 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $117,795 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $167,307 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,307 | TotalRevenueColumnAmt |
| Exclusion | $167,307 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,989,436 | SecuritiesAmt |
| Other | $961,707 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,237,266 | SecuritiesAmt |
| Other | $1,147,578 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,752,170 | SecuritiesAmt |
| Other | -$185,871 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,566,299 | TotalRevenueColumnAmt |
| Exclusion | $3,566,299 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $987,437 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $699,563 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $287,874 | TotalRevenueColumnAmt |
| Exclusion | $287,874 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CARES ACT EMPLOYEE RETENTION CRED | 900099 | $859,000 | $859,000 | |
| ALL OTHER | 900099 | $297,590 | $297,590 | |
| SNACK BAR SALES | 900099 | $80,075 | $80,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,236,665 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,500,645 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,553,392 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$955,419 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,235,442 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,295,291 | TotalAmt |
| Program Services | $6,295,291 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,471,059 | TotalAmt |
| Management And General | $1,187,737 | ManagementAndGeneralAmt |
| Fundraising | $283,322 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,734 | TotalAmt |
| Program Services | $110,734 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,156,904 | TotalAmt |
| Program Services | $28,358,780 | ProgramServicesAmt |
| Management And General | $5,814,962 | ManagementAndGeneralAmt |
| Fundraising | $1,983,162 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,499,241 | TotalAmt |
| Program Services | $1,757,036 | ProgramServicesAmt |
| Management And General | $619,333 | ManagementAndGeneralAmt |
| Fundraising | $122,872 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,695,373 | TotalAmt |
| Program Services | $3,345,071 | ProgramServicesAmt |
| Management And General | $995,085 | ManagementAndGeneralAmt |
| Fundraising | $355,217 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,651,481 | TotalAmt |
| Program Services | $2,002,882 | ProgramServicesAmt |
| Management And General | $490,116 | ManagementAndGeneralAmt |
| Fundraising | $158,483 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,728 | TotalAmt |
| Management And General | $181,728 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,462 | TotalAmt |
| Management And General | $190,462 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,030 | TotalAmt |
| Fundraising | $59,030 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,547 | TotalAmt |
| Management And General | $112,547 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $846,371 | TotalAmt |
| Program Services | $462,782 | ProgramServicesAmt |
| Management And General | $363,850 | ManagementAndGeneralAmt |
| Fundraising | $19,739 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,597 | TotalAmt |
| Program Services | $14,025 | ProgramServicesAmt |
| Management And General | $979 | ManagementAndGeneralAmt |
| Fundraising | $256,593 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,919,400 | TotalAmt |
| Program Services | $1,954,845 | ProgramServicesAmt |
| Management And General | $786,103 | ManagementAndGeneralAmt |
| Fundraising | $178,452 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206,490 | TotalAmt |
| Program Services | $770,993 | ProgramServicesAmt |
| Management And General | $364,697 | ManagementAndGeneralAmt |
| Fundraising | $70,800 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,403,704 | TotalAmt |
| Management And General | $1,403,704 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,145,414 | TotalAmt |
| Program Services | $1,103,049 | ProgramServicesAmt |
| Management And General | $16,314 | ManagementAndGeneralAmt |
| Fundraising | $26,051 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $985,961 | TotalAmt |
| Program Services | $540,953 | ProgramServicesAmt |
| Management And General | $135,747 | ManagementAndGeneralAmt |
| Fundraising | $309,261 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $728,073 | TotalAmt |
| Program Services | $10,378 | ProgramServicesAmt |
| Management And General | $717,695 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,985,111 | TotalAmt |
| Management And General | $5,985,111 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,681 | TotalAmt |
| Program Services | $111,159 | ProgramServicesAmt |
| Management And General | $781,522 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $1,785,291 | $249,869 | $1,535,422 | $0 |
| FOOD | $1,702,015 | $1,702,015 | $0 | $0 |
| MEMBERSHIP DUES | $279,548 | $159,071 | $112,453 | $8,024 |
| PLANT ALLOCATION | $0 | $14,462,194 | -$14,532,251 | $70,057 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,733 | TotalAmt |
| Program Services | $57,887 | ProgramServicesAmt |
| Management And General | $70,775 | ManagementAndGeneralAmt |
| Fundraising | $7,071 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,711,239 | TotalAmt |
| Program Services | $63,469,014 | ProgramServicesAmt |
| Management And General | $7,334,091 | ManagementAndGeneralAmt |
| Fundraising | $3,908,134 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,289,202 | BOYAmt |
| EOY | $1,149,815 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,961,886 | BOYAmt |
| EOY | $85,049,431 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,814,840 | BOYAmt |
| EOY | $13,585,307 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,588,271 | BOYAmt |
| EOY | $2,552,751 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,573 | BOYAmt |
| EOY | $450,632 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $966,128 | BOYAmt |
| EOY | $1,045,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $238,318,980 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98,964,197 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,246,294 | BOYAmt |
| EOY | $139,354,783 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,030,740 | BOYAmt |
| EOY | $35,151,823 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,876,769 | BOYAmt |
| EOY | $226,362,802 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,052,204 | BOYAmt |
| EOY | $1,002,990 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,516,907 | BOYAmt |
| EOY | $505,705,448 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,857,956 | BOYAmt |
| EOY | $18,918,204 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,647,609 | BOYAmt |
| EOY | $33,510,978 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,630,000 | BOYAmt |
| EOY | $109,953,496 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,244,081 | BOYAmt |
| EOY | $487,748 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,379,646 | BOYAmt |
| EOY | $162,870,426 | 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 | $152,400,251 | BOYAmt |
| EOY | $163,226,741 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,737,010 | BOYAmt |
| EOY | $179,608,281 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,137,261 | BOYAmt |
| EOY | $342,835,022 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,516,907 | BOYAmt |
| EOY | $505,705,448 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,789,406 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,137,120 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$228,765 | 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 | $5,760,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,444,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,913,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,667,230 | CurrentTaxYearAmt |
| Total | $51,842,507 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,760,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,444,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,913,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,667,230 | CurrentTaxYearAmt |
| Total | $51,842,507 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,560,507 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,282,000 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $970,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,165,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,705 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,030,386 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $604,570 | CurrentTaxYearAmt |
| Total | $3,820,595 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,127,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,160,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,122,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,926,512 | CurrentTaxYearAmt |
| Total | $5,353,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $61,016,546 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $224,755,272 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II SECTION A | THE WESTMINSTER SCHOOLS ARE COMPLETING SCHEDULE A PART II IN ORDER TO UTILIZE THE SPECIAL RULE ON 990 SCHEDULE B. SCHEDULE B IDENTIFIES THAT THE SPECIAL RULE MAY BE UTILIZED BY ORGANIZATIONS THAT MET THE 33 1/3% SUPPORT TEST AND CHECKED THE BOX ON SCHEDULE A PART II LINE 13, 16A, OR 16B. THE WESTMINSTER SCHOOLS MET THE 33 1/3% SUPPORT TEST FOR THE FISCAL YEAR ENDED JULY 31, 2020 AND HAVE CHECKED THE BOX ON SCHEDULE A PART II, LINE 16A. |
| SCHEDULE A, PART II - OTHER INCOME | SCHEDULE A, PART II INCLUDES THE SHORT-PERIOD RETURN FOR 7/1/18-7/31/18. THE TAX YEARS INCLUDED IN THE SCHEDULE A, PART II CALCULATION INCLUDE 7/31/20, 7/31/19, 7/31/18, 6/30/18, 6/30/17. BOOKSTORE SALES 2015 AMOUNT: $ 1,041,881. 2016 AMOUNT: $ 1,069,786. 2017 AMOUNT: $ 16,925. 2018 AMOUNT: $ 1,021,896. 2019 AMOUNT: $ 987,437. SNACKBAR SALES 2015 AMOUNT: $ 85,297. 2016 AMOUNT: $ 90,349. 2018 AMOUNT: $ 100,798. 2019 AMOUNT: $ 80,075. EMPLOYEE RETENTION CREDIT 2019 AMOUNT: $859,000. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $272,416,395 | BeginningYearBalanceAmt |
| Contributions | $1,843,161 | ContributionsAmt |
| Investment Earnings Or Losses | $8,849,443 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,105,047 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,135,935 | OtherExpendituresAmt |
| End Year Balance | $260,868,017 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $271,943,396 | BeginningYearBalanceAmt |
| Contributions | $1,707,185 | ContributionsAmt |
| Investment Earnings Or Losses | $11,471,385 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,053,842 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,651,729 | OtherExpendituresAmt |
| End Year Balance | $272,416,395 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $266,595,935 | BeginningYearBalanceAmt |
| Contributions | $58,775 | ContributionsAmt |
| Investment Earnings Or Losses | $5,288,686 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $271,943,396 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $259,764,163 | BeginningYearBalanceAmt |
| Contributions | $1,122,739 | ContributionsAmt |
| Investment Earnings Or Losses | $17,189,701 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,963,460 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,526,208 | OtherExpendituresAmt |
| End Year Balance | $266,586,935 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $245,079,949 | BeginningYearBalanceAmt |
| Contributions | $1,060,201 | ContributionsAmt |
| Investment Earnings Or Losses | $23,535,721 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,925,075 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,986,633 | OtherExpendituresAmt |
| End Year Balance | $259,764,163 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27000 | 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 | $9,603,561 | OtherCostOrOtherBasisAmt |
| Book Value | $9,603,561 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $118,261,935 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,594,082 | DepreciationAmt |
| Book Value | $56,667,853 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,757,234 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,000,528 | DepreciationAmt |
| Book Value | $4,756,706 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,696,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,369,587 | DepreciationAmt |
| Book Value | $68,326,663 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $139,354,783 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY FUNDS | $226,249,268 | F |
| REAL ESTATE FUNDS | $113,534 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $226,362,802 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ACCOUNTS | Desc |
| Amt | $487,748 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $487,748 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $76,826,642 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,137,120 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $8,122 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$6,524,056 | OtherRevenueAmt |
| Revenue Not Reported | -$1,378,814 | RevenueNotReportedAmt |
| Revenue Subtotal | $78,205,456 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $112,547 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$817,358 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$704,811 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $77,500,645 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $69,128,881 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $8,122 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $817,358 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $825,480 | ExpensesNotReportedAmt |
| Expenses Subtotal | $68,303,401 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $112,547 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,295,291 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,407,838 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $74,711,239 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PREEMINENT FUNCTION OF THE WESTMINSTER SCHOOLS ENDOWMENT FUND IS TO PROVIDE FINANCIAL RESOURCES TO HELP UNDERWRITE THE EDUCATIONAL NEEDS OF CURRENT AND FUTURE GENERATIONS OF STUDENTS AND TO ENHANCE THE FINANCIAL WELL-BEING OF THE WESTMINSTER SCHOOLS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -6,295,291. UNCOLLECTABLE GRANTS -215,232. DECREASE IN CSV -4,968. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -8,565. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BOOKSTORE COGS -699,563. RENTAL EXPENSES -117,795. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE COGS 699,563. RENTAL EXPENSES 117,795. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 6,295,291. |
| SCHEDULE D, PART X, LINE 2 | THE SCHOOL IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE SCHOOL PROVIDES FOR INCOME TAXES BASED ON FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES WHICH ESTABLISHES THE CRITERION THAT AN INDIVIDUAL TAX POSITION HAS TO MEET FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN THE SCHOOL'S FINANCIAL STATEMENTS. THE SCHOOL IS REQUIRED TO DETERMINE THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE TAX POSITION FOLLOWING AN AUDIT. THE SCHOOL HAS APPLIED THIS CRITERION TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATION REMAINS OPEN. TAX YEARS OPEN TO EXAMINATION BY TAX AUTHORITIES UNDER THE STATUTE OF LIMITATIONS INCLUDE FISCAL 2017 - 2019. THE SCHOOL HAS DETERMINED THAT ITS TAX POSITIONS SATISFY THE MORE LIKELY THAN NOT CRITERION AND THAT NO PROVISION FOR INCOME TAXES IS REQUIRED AT JULY 31, 2020. THE SCHOOL'S POLICY IS TO RECORD INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. NO SUCH INTEREST AND PENALTIES WERE RECORDED. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE WESTMINSTER SCHOOLS, AN INCLUSIVE EDUCATIONAL AND SPIRITUAL COMMUNITY, EMBRACES AND VALUES THE UNIQUE QUALITIES AND TRAITS OF EACH OF ITS MEMBERS. WE RECOGNIZE THAT AN INFORMED UNDERSTANDING OF ONE'S OWN IDENTITY NOT ONLY CONTRIBUTES TO THE DEVELOPMENT OF A HEALTHY, EMPOWERED YOUNG ADULT BUT ALSO ENHANCES THE LEARNING EXPERIENCE FOR EACH AND EVERY MEMBER OF THE COMMUNITY. CONSEQUENTLY, WE CELEBRATE OUR GROWING DIVERSITY THROUGH PROTECTION AND EXPLORATION OF INDIVIDUAL DIFFERENCE ARTICULATED ALONG A WIDE SPECTRUM THAT INCLUDES, BUT CERTAINLY IS NOT LIMITED TO RACE, CLASS, GENDER, RELIGION, AND SEXUAL ORIENTATION. THE SCHOOL'S NONDISCRIMINATORY POLICY IS INCLUDED IN THE SCHOOL'S WEBSITE (HTTPS://WWW.WESTMINSTER.NET/EQUITY-INCLUSION), PRINTED MATERIAL PROVIDED TO EVERY PROSPECTIVE STUDENT, AND IN ANY LOCAL NEWSPAPER OR NATIONAL MAGAZINE IN WHICH THE SCHOOL PLACES AN ADVERTISEMENT. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL LEARNING | $32,531 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL LEARNING | $20,674 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $76,195,218 |
| 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 | $76,248,423 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $76,248,423 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART I, LINE 3 (1): - GUATEMALA | THE GUATEMALA GLOBAL EDUCATION PROGRAM OFFERS AN EXPERIENTIAL LEARNING OPPORTUNITY TO DISCOVER TIES BETWEEN THE U.S. AND GUATEMALA, COLLABORATE TO RAISE NEW FUNDS, BUILD A NEW HOME, AND CONNECT WITH THE PEOPLE OF GUATEMALA. PREP WORK COVERS GUATEMALAN HISTORY, SOCIAL STUDIES, AND ECONOMICS. IN GUATEMALA, USING MATERIALS PURCHASED THROUGH FUNDRAISING, STUDENTS WORK WITH GUATEMALAN FAMILIES TO BUILD AFFORDABLE AND SAFE HOMES. THE HOMES ARE PART OF A WIDER ATTEMPT TO CONNECT THE FAMILIES WITH EDUCATIONAL, HEALTH CARE, AND HOUSING OPPORTUNITIES. EXPENSES RELATED TO THE PROGRAM ARE: $32,531 |
| SCHEDULE F, PART I, LINE 3 (2): - COSTA RICA | THE COSTA RICA GLOBAL EDUCATION PROGRAM OFFERS STUDENTS THE OPPORTUNITY TO LEARN WHY IT IS IMPORTANT TO PROTECT AND PRESERVE NATURE AND DEVELOP A LIFESTYLE THAT STRIVES TO DEVELOP THE LONG-TERM VIABILITY OF OUR PLANET'S ECOSYSTEMS. STUDENTS LEARN HOW PEOPLE ARE WORKING TO PROMOTE SUSTAINABLE DEVELOPMENT LOCALLY AND ABROAD. THEY EXPLORE THESE THEMES AND LOOK AT PROJECTS WITHIN OUR COMMUNITY AT WESTMINSTER AND IN ATLANTA AND THEN TRAVEL TO COSTA RICA TO COMPARE THESE TO SIMILAR ENDEAVORS ABROAD. THEY EXPLORE THE SCIENTIFIC AND CULTURAL ASPECTS THAT GO HAND-IN-HAND IN AN EFFORT TO FOSTER COMMUNITIES THAT SEEK TO COMMIT THEMSELVES TO LONG-TERM SUSTAINABILITY AND CONSERVATION. EXPENSES RELATED TO THE PROGRAM ARE: $20,674 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 CHUBB AVE STE 303 | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $59,030 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $59,030 | TotalRetainedByContractorsAmt |
| Licensed States | GA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT TUITION AND FEES | GrantTypeTxt |
| Recipient | 259 | RecipientCnt |
| Cash Grant | $6,295,291 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S THE ORGANIZATION PROVIDES FINANCIAL AID TO STUDENTS ATTENDING THE SCHOOL AND THE AMOUNT PROVIDES FOR TUITION AND FEES. THE GRANTS ARE TREATED AS A REDUCTION OF REVENUE AND ARE APPLIED DIRECTLY TO TUITION. NO FORMAL MONITORING PROCESS IS NECESSARY BECAUSE RECIPIENTS DO NOT HAVE CONTROL OF THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEITH A EVANS | ||||||||||||||
| PRESIDENT | $554,648 | $0 | $154,500 | $0 | $43,654 | $0 | $56,600 | $0 | $82,116 | $0 | $891,518 | $0 | $0 | $0 |
| TONI BOYD | ||||||||||||||
| VP OF FINANCE AND OPERATIONS | $276,038 | $0 | $0 | $0 | $824 | $0 | $16,600 | $0 | $64,896 | $0 | $358,358 | $0 | $0 | $0 |
| EMILIE R HENRY | ||||||||||||||
| VP FOR INSTT'L ADVANCEMENT | $223,714 | $0 | $25,000 | $0 | $811 | $0 | $13,562 | $0 | $93,816 | $0 | $356,903 | $0 | $0 | $0 |
| DANETTE MORTON | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $168,466 | $0 | $0 | $0 | $696 | $0 | $11,088 | $0 | $122,727 | $0 | $302,977 | $0 | $0 | $0 |
| CINDY L TRASK | ||||||||||||||
| HEAD OF UPPER SCHOOL | $178,441 | $0 | $0 | $0 | $34,298 | $0 | $11,115 | $0 | $16,524 | $0 | $240,378 | $0 | $0 | $0 |
| TIMOTHY DOWNES | ||||||||||||||
| DIRECTOR OF ATHLETICS | $164,041 | $0 | $0 | $0 | $15,588 | $0 | $9,644 | $0 | $73,631 | $0 | $262,904 | $0 | $0 | $0 |
| WHITCLIFF A MCKNIGHT | ||||||||||||||
| HEAD OF LOWER SCHOOL | $145,860 | $0 | $0 | $0 | $34,217 | $0 | $11,430 | $0 | $31,178 | $0 | $222,685 | $0 | $0 | $0 |
| ROBERT RYSHKE | ||||||||||||||
| EXEC. DIRECTOR - CENTER FOR TEACHING | $150,544 | $0 | $0 | $0 | $596 | $0 | $9,447 | $0 | $20,969 | $0 | $181,556 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL, SELECTED MEMBERS OF THE SCHOOL MANAGEMENT TEAM ARE REQUIRED TO RESIDE IN HOUSING LOCATED ON THE CAMPUS. BASED UPON THE FACTS AND CIRCUMSTANCES OF THE REQUIREMENTS OF THEIR RESPECTIVE ROLES AND RESPONSIBILITIES AT THE SCHOOL, IT IS MANAGEMENT'S POSITION THAT THE HOUSING IS NON-TAXABLE TO CERTAIN EMPLOYEES. THE CIRCUMSTANCES OF THE HOUSING BENEFIT ARE REVIEWED ON AN ANNUAL BASIS TO DETERMINE IF THE EXCLUSION UNDER SECTION 119 IS APPLICABLE. DURING THE 2019 CALENDAR YEAR, THE SCHOOL PROVIDED $199,711 IN NON TAXABLE HOUSING COMPENSATION TO EMPLOYEES LISTED ON PART VII AND SCHEDULE J PART II; $101,143 TO TWO OFFICERS, $40,718 TO ONE KEY EMPLOYEE AND $57,851 TO TWO OF THE 5 HIGHEST PAID EMPLOYEES. IN ADDITION, THREE HIGHLY COMPENSATED EMPLOYEES WERE PROVIDED A TAXABLE BENEFIT, OF $82,200 WHICH IS INCLUDED IN THEIR W-2 AND REFLECTED IN COLUMN B(III). TRAVEL FOR COMPANIONS THE SCHOOL PAYS FOR TRAVEL AND RELATED PROFESSIONAL BUSINESS EXPENSES WHEN THE PRESIDENT'S SPOUSE ACCOMPANIES THE PRESIDENT ON SCHOOL RELATED EVENTS INCLUDING (A) ALUMNI EVENTS, (B) FUNDRAISING, (C) STUDENT PERFORMANCES AND TRIPS AS WELL AS (D) PROFESSIONAL EDUCATIONAL ACTIVITIES, WHICH REQUIRE THE SPOUSE TO ATTEND. THE PRESIDENT AND SPOUSE'S ATTENDANCE AT THESE EVENTS ON BEHALF OF THE SCHOOL ARE DEEMED AS INTEGRAL AND ARE REQUIRED TO REPRESENT THE SCHOOL AT THOSE EVENTS. IT IS MANAGEMENT'S POSITION THAT THE SPOUSAL TRAVEL IS NON-TAXABLE TO THE EMPLOYEE. PERSONAL SERVICES THE SCHOOL PROVIDED HOUSEKEEPING SERVICES FOR THE PUBLIC AREAS OF PRESIDENT EVAN'S ON CAMPUS RESIDENCE DURING THE ACADEMIC YEAR FOR SPECIAL EVENTS AND MEETINGS IN THE RESIDENCE. IT IS MANAGEMENT'S POSITION THAT THESE AMENITIES ARE NON-TAXABLE TO THE EMPLOYEE. COMPENSATION REPORTED FOR THE PRESIDENT, COLUMN B(III) INCLUDES ADDITIONAL TAXABLE WAGES PROVIDED TO HIM TO COVER CERTAIN PERSONAL EXPENSES THAT HE MAY INCUR. |
| PART I, LINE 4B: | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE SCHOOL SPONSORS A NON-QUALIFIED 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. UNDER THE NON-QUALIFIED 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, THE SCHOOL'S CONTRIBUTION WHICH IS BASED UPON A PREDETERMINED SCHEDULE AS WELL AS THE PERFORMANCE OF THE PRESIDENT IS ANNUALLY APPROVED BY THE SCHOOL'S BOARD OF TRUSTEES. THE CONTRIBUTIONS AND EARNINGS THEREIN ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. THE FOLLOWING AMOUNTS WERE PAID OR VESTED FOR CALENDAR YEAR 2019. KEITH EVANS $40,000 |
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 | DEVELOPMENT AUTHORITY OF FULTON COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 581506878 | BondIssuerEIN |
| Bond Issued | 2020-04-29 | BondIssuedDt |
| Issue Price | $110,500,000 | IssuePriceAmt |
| Purpose | SEE PART VI | 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 |
| Total Proceeds | $110,509,652 | TotalProceedsAmt |
| Credit Enhancement | $441,959 | CreditEnhancementAmt |
| Capital Expenditures | $54,536,763 | CapitalExpendituresAmt |
| Other Spent Proceeds | $20,149,207 | OtherSpentProceedsAmt |
| Unspent | $35,381,723 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | 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 |
| 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 | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | 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 |
|---|---|
| PART I, LINE B(F) | TOTAL PROCEEDS FROM THE BOND ISSUE INCLUDE BOND PROCEEDS OF $110,500,000 AND DIVIDEND INCOME EARNED FROM THE ESCROW ACCOUNT OF $9,652.THE SCHOOL ISSUED SERIES 2020 REVENUE BONDS ON APRIL 29, 2020 TO FINANCE VARIOUS CONSTRUCTION PROJECTS INCLUDING THE RENOVATION OF AND ADDITION TO ACADEMIC BUILDINGS, THE ADDITION OF A PARKING DECK, THE REMOVATION OF THE FOOTBALL STADIUM AND NEW ADJOINING PEDESTRIAN PLAZA, THE ADDITION OF A MULTIPURPOSE BUILDING AS WELL AS OTHER FACILITIES AND INFRASTRUCTURE IMPROVEMENTS. PROCEEDS FROM THE BOND ISSUE ALSO REPAID THE PRINCIPAL BALANCE OF THE 2003 BONDS AND A LINE OF CREDIT. |
| PART II, LINE 3, COLUMN A | TOTAL PROCEEDS FROM THE BOND ISSUE INCLUDE BOND PROCEEDS OF $110,500,000 AND INVESTMENT EARNINGS FROM THE ESCROW ACCOUNT OF $9,652. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $38,556 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION ASSISTANCE | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY P SMALL JR | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $110,734 | TransactionAmt |
| Transaction | COMPENSATION OF A FAMILY MEMBER | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 75 | ContributionCnt |
| Noncash Contributions Rpt F990 | $298,529 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 | COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | FORM 990 POWERS OF THE EXECUTIVE COMMITEE THE EXECUTIVE COMMITTEE SHALL DECIDE ALL QUESTIONS AFFECTING THE INTERESTS OF THE SCHOOL WHICH MAY BE BROUGHT BEFORE IT BETWEEN MEETINGS OF THE BOARD, IN MATTERS CONSISTENT WITH PREVIOUS DECISIONS AND EXISTING POLICIES OF THE BOARD. NO COMMITTEE, INCLUDING THE EXECUTIVE COMMITTEE, SHALL HAVE THE POWER TO AUTHORIZE ANY DISTRIBUTION OF ASSETS, INCOME OR PROPERTY TO TRUSTEES OR OFFICERS OF THE SCHOOL (OTHER THAN AS PAYMENT OF INDEMNIFICATION OR REASONABLE COMPENSATION, FEES OR EXPENSES INCURRED IN THE PERFORMANCE OF DUTIES ON BEHALF OF THE SCHOOL); APPROVE THE DISSOLUTION, MERGER OR SALE, PLEDGE, OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE SCHOOL; ELECT, APPOINT OR REMOVE TRUSTEES OR FILL VACANCIES ON THE BOARD OF TRUSTEES, OR ANY OF ITS COMMITTEES; ADOPT, AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS OF THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE, THE FORM 990 IS SUBJECT TO MULTIPLE LEVELS OF REVIEW. IT IS FIRST REVIEWED BY THE CONTROLLER AND VICE PRESIDENT FOR FINANCE AND OPERATIONS, AND THEN REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT ANNUALLY BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE SCHOOL'S CONFLICT OF INTEREST POLICIES INCLUDING REQUIRED DISCLOSURES. THE SECRETARY OF THE BOARD COLLECTS THE RESPONSES FOR REVIEW. IDENTIFIED CONFLICTS AND POTENTIAL CONFLICTS ARE EVALUATED AND DISCLOSED AS REQUIRED ON FORM 990. FOR EMPLOYEES, PER THE EMPLOYEE CODE OF CONDUCT AND ETHICS ENUMERATED IN THE EMPLOYEE HANDBOOK, EMPLOYEES ARE REQUIRED TO DISCLOSE IN THE WRITING ANY POTENTIAL CONFLICTS TO THE PRESIDENT. CONFLICTS INVOLVING THE PRESIDENT ARE REPORTED DIRECTLY TO THE BOARD OF TRUSTEES. THE PROCESS IS COMPLETED ANNUALLY. UNDER THE ORGANIZATION'S RULES FOR REPORTING AND ACCOUNTABILITY, CONFLICTS OF INTEREST INVOLVING THE PRESIDENT ARE REPORTED DIRECTLY TO THE BOARD OF TRUSTEES. IN THE CASE OF A BOARD VOTE, PARTIES WITH CONFLICTS ARE EXCUSED. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION USES A PERSONNEL COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY BOARD TO DETERMINE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND VICE PRESIDENT FOR FINANCE AND OPERATIONS/TREASURER. THE COMPENSATION REVIEW PROCESS FOR KEY EMPLOYEES REPORTED ON THE 990 INCLUDES REVIEW BY THE PRESIDENT, VICE PRESIDENT FOR FINANCE AND OPERATIONS, AND COMPENSATION COMMITTEE, AS WELL AS COMPARATIVE DATA FROM SURVEYS FROM LIKE INSTITUTIONS AND AN EXECUTIVE COMPENSATION CONSULTANT. THE FINAL COMPENSATION DETERMINATIONS ARE DOCUMENTED BY THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -8,565. DECREASE IN CSV -4,968. UNCOLLECTIBLE GRANTS -215,232. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ODYSSEY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582537795 | EIN |
| Primary Activities | SUPPORT ORG | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ODYSSEY INC | ||
| N | $37,958 | FMV |
| ODYSSEY INC | ||
| Q | $661,727 | COST |