WHITEFIELD ACADEMY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WHITEFIELD ACADEMY INC (EIN 58-1224983)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202111379349303161
- Schema version
- 2019v5.1
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T10:45:33-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581224983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITEFIELD ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHELLE HINES | InCareOfNm |
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 6783053000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WHITEFIELD DRIVE | AddressLine1Txt |
| City | MABLETON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN BRACHER | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 6783053022 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SABRE J LINAHAN | PreparerPersonNm |
| PTIN | P01372980 | PTIN |
| Phone | 4048746244 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
| 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 | michelle hines | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WHITEFIELD DRIVE | AddressLine1Txt |
| City | MABLETON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,932,091 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.whitefieldacademy.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | A CHRIST-CENTERED COLLEGE PREP SCHOOL THAT BOLSTERS CHRISTIAN FAMILIES WITH A PASSION FOR LEARNING. THE SCHOOL REQUIRES ACADEMIC EXCELLENCE BASED IN EVANGELICAL CHRISTIANITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 250 | TotalEmployeeCnt |
| Total Volunteers | 82 | TotalVolunteersCnt |
| Total Gross UBI | $5,360 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,123 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,194,409 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,216,792 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,575,844 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,951,029 | CYProgramServiceRevenueAmt |
| PY Investment Income | $122,045 | PYInvestmentIncomeAmt |
| CY Investment Income | $212,917 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$20,062 | PYOtherRevenueAmt |
| CY Other Revenue | $120,686 | CYOtherRevenueAmt |
| PY Total Revenue | $27,872,236 | PYTotalRevenueAmt |
| CY Total Revenue | $22,501,424 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,918,570 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,114,460 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,138,088 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,944,481 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $902,593 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,278,108 | PYOtherExpensesAmt |
| CY Other Expenses | $7,566,555 | CYOtherExpensesAmt |
| PY Total Expenses | $20,334,766 | PYTotalExpensesAmt |
| CY Total Expenses | $21,625,496 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,537,470 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $875,928 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,701,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,337,309 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,761,217 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,640,312 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,940,004 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,696,997 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WHITEFIELD ACADEMY IS A CHRIST-CENTERED COLLEGE PREPARATORY SCHOOL THAT BOLSTERS CHRISTIAN FAMILIES IN REARING YOUNG PEOPLE WHO GO ON TO COLLEGE AND LIFE WITH A PASSION FOR LEARNING, FOR PUTTING OTHERS AHEAD OF SELF, AND FOR THE LIVING AND ACTIVE JESUS. WHITEFIELD ACADEMY OPERATES PRE-KINDERGARTEN THROUGH HIGH SCHOOL WITH TIME-TESTED PRACTICES AND QUALITIES OF A TOP PREP SCHOOL. THE SCHOOL REQUIRES ACADEMIC EXCELLENCE WITHOUT EXCUSE BASED IN EVANGELICAL CHRISTIANITY WITHOUT APOLOGY. THE SCHOOL BUILDS A STRONG SENSE OF COMMUNITY THROUGH RESPONSIBILITY AND INITIATIVE WITHOUT MANIPULATION OR COERCION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,523,182 | ExpenseAmt |
| Grant | $3,114,460 | GrantAmt |
| Revenue | $19,951,029 | RevenueAmt |
| Desc | The Whitefield educational program includes the traditional academic disciplines as well as religious studies, sports, theater, art, and community service. We accept students from all christian denominations who wish to join other christian believers in providing children the finest christ-centered preparatory school education. Enrollment 851, PK4-12. | Desc |
| Total Program Service Expenses | $17,523,182 | 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 | false | 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 | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | 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 | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 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 | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 250 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 | MICHELLE HINES | PersonNm |
| Phone | 6783053024 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WHITEFIELD DRIVE | AddressLine1Txt |
| City | MABLETON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 |
|---|---|---|---|---|---|---|---|---|
| Kevin Bracher | ||||||||
| HEAD OF SCHOOL | 50.0 | 0.0 | Yes (X) | $346,380 | $0 | $27,694 | ||
| Nathan Stevens | ||||||||
| Assistant Head of Academic Aff | 50.0 | 0.0 | $126,778 | $0 | $71,060 | Yes (X) | ||
| Michelle Hines | ||||||||
| Director of Business Affairs | 50.0 | 0.0 | Yes (X) | $149,318 | $0 | $11,963 | ||
| Brian Kennerly | ||||||||
| Assitant head of external affa | 50.0 | 0.0 | $129,632 | $0 | $29,437 | Yes (X) | ||
| Maryellen Berry | ||||||||
| Lower School Principal | 50.0 | 0.0 | $112,461 | $0 | $41,655 | Yes (X) | ||
| Lauren Race | ||||||||
| Director of Development | 50.0 | 0.0 | $103,382 | $0 | $17,311 | Yes (X) | ||
| Carrie Ahmad | ||||||||
| HR Director | 50.0 | 0.0 | $108,129 | $0 | $5,377 | Yes (X) | ||
| W Allen Bell | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jason Bilotti | ||||||||
| Chair | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Terena Washington | ||||||||
| Secretary | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Peter Kantor | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Kevin Byrne | ||||||||
| Treasurer | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Allyson Watson | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Christopher Herschend | ||||||||
| Vice Chair | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| John Browne | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Byron Johnson | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Courtney LaVallee | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Leslie Pearce | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Chris Scott | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| John Keeble | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Joe Knight | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| David Kwon | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Tony Sanacory | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,076,080 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $204,497 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sage Dining Services | |||||
| 222 Bosley Avenue | TOWSON | MD | 21204 | Food & Catering | $815,983 |
| Info Tank | |||||
| 34 Lake Latimer Drive | KENNESAW | GA | 30144 | Info Technology Svcs | $382,037 |
| Collins Cooper Carusi Architects | |||||
| 3391 Peachtree Road | ATLANTA | GA | 30326 | Architect | $241,607 |
| RBJK Marketing Inc dba Jan Pro of | |||||
| 1341 Capital Circle | MARIETTA | GA | 30067 | Janitorial | $249,104 |
| EKG Security INC | |||||
| 401 Slayton Street | VIDALIA | GA | 30474 | Secutity | $146,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $237,050 | GovernmentGrantsAmt |
| All Other Contributions | $1,979,742 | AllOtherContributionsAmt |
| Noncash Contributions | $293,938 | NoncashContributionsAmt |
| Total Contributions | $2,216,792 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611710 | $18,920,788 | $18,920,788 |
| FEE INCOME | 611600 | $729,338 | $729,338 |
| AUXILIARY SERVICES | 711210 | $300,903 | $300,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,951,029 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $212,218 | TotalRevenueColumnAmt |
| Exclusion | $212,218 | 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 | $11,950 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,590 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,360 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,360 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,360 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $283,626 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $282,927 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $699 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $699 | TotalRevenueColumnAmt |
| Exclusion | $699 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| 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 | $233,500 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $141,150 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,350 | TotalRevenueColumnAmt |
| Exclusion | $92,350 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| YEARBOOK | 511130 | $15,452 | $15,452 |
| MISCELLANEOUS | 900099 | $6,100 | $6,100 |
| VENDING, CONCESSION, GATE | 900099 | $1,424 | $1,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,976 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,501,424 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,951,029 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,360 | UnrelatedBusinessRevenueAmt |
| Exclusion | $328,243 | 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 | $3,114,460 | TotalAmt |
| Program Services | $3,114,460 | 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 | $617,400 | TotalAmt |
| Program Services | $470,090 | ProgramServicesAmt |
| Management And General | $123,199 | ManagementAndGeneralAmt |
| Fundraising | $24,111 | 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 | $8,607,417 | TotalAmt |
| Program Services | $6,542,790 | ProgramServicesAmt |
| Management And General | $1,720,042 | ManagementAndGeneralAmt |
| Fundraising | $344,585 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,029 | TotalAmt |
| Program Services | $231,141 | ProgramServicesAmt |
| Management And General | $77,047 | ManagementAndGeneralAmt |
| Fundraising | $12,841 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,313 | TotalAmt |
| Program Services | $603,421 | ProgramServicesAmt |
| Management And General | $116,479 | ManagementAndGeneralAmt |
| Fundraising | $19,413 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,322 | TotalAmt |
| Program Services | $501,085 | ProgramServicesAmt |
| Management And General | $131,864 | ManagementAndGeneralAmt |
| Fundraising | $26,373 | 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 | $15,015 | TotalAmt |
| Management And General | $15,015 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,831 | TotalAmt |
| Management And General | $66,831 | 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 | $21,261 | TotalAmt |
| Management And General | $21,261 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,341 | TotalAmt |
| Program Services | $357,873 | ProgramServicesAmt |
| Management And General | $67,101 | ManagementAndGeneralAmt |
| Fundraising | $22,367 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,873 | TotalAmt |
| Program Services | $84,937 | ProgramServicesAmt |
| Management And General | $35,673 | ManagementAndGeneralAmt |
| Fundraising | $49,263 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,577 | TotalAmt |
| Program Services | $167,000 | ProgramServicesAmt |
| Management And General | $58,577 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,685 | TotalAmt |
| Program Services | $403,748 | ProgramServicesAmt |
| Management And General | $100,937 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,892 | TotalAmt |
| Program Services | $980,898 | ProgramServicesAmt |
| Management And General | $243,994 | ManagementAndGeneralAmt |
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 | $114,087 | TotalAmt |
| Program Services | $91,270 | ProgramServicesAmt |
| Management And General | $17,113 | ManagementAndGeneralAmt |
| Fundraising | $5,704 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,524,888 | TotalAmt |
| Program Services | $1,219,911 | ProgramServicesAmt |
| Management And General | $228,733 | ManagementAndGeneralAmt |
| Fundraising | $76,244 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,224 | TotalAmt |
| Program Services | $130,496 | ProgramServicesAmt |
| Management And General | $20,439 | ManagementAndGeneralAmt |
| Fundraising | $6,289 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD SERVICE | $700,484 | $700,484 |
| ATHLETICS | $449,928 | $449,928 |
| STUDENT ACTIVITIES | $359,997 | $359,997 |
| SUMMER CAMP & AFTER SCHOOL EXP | $258,149 | $258,149 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326,323 | TotalAmt |
| Program Services | $855,504 | ProgramServicesAmt |
| Management And General | $155,416 | ManagementAndGeneralAmt |
| Fundraising | $315,403 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,625,496 | TotalAmt |
| Program Services | $17,523,182 | ProgramServicesAmt |
| Management And General | $3,199,721 | ManagementAndGeneralAmt |
| Fundraising | $902,593 | 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 | $19,129,607 | BOYAmt |
| EOY | $12,067,870 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,255,541 | BOYAmt |
| EOY | $2,771,330 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,996,016 | BOYAmt |
| EOY | $3,295,531 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,131,935 | BOYAmt |
| EOY | $8,494,455 | 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 | $159,427 | BOYAmt |
| EOY | $156,186 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,841 | BOYAmt |
| EOY | $248,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $65,814,338 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,512,766 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,837,048 | BOYAmt |
| EOY | $46,301,572 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,889,707 | BOYAmt |
| EOY | $1,867,556 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,099 | BOYAmt |
| EOY | $134,379 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,701,221 | BOYAmt |
| EOY | $75,337,309 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,705,365 | BOYAmt |
| EOY | $972,906 | 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 | $15,605,852 | BOYAmt |
| EOY | $16,225,228 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $4,450,000 | BOYAmt |
| EOY | $7,442,178 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,761,217 | BOYAmt |
| EOY | $24,640,312 | 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 | $33,570,284 | BOYAmt |
| EOY | $33,705,748 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,369,720 | BOYAmt |
| EOY | $16,991,249 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,940,004 | BOYAmt |
| EOY | $50,696,997 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,701,221 | BOYAmt |
| EOY | $75,337,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $875,928 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $49,565 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$168,500 | PriorPeriodAdjustmentsAmt |
| 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 | $3,348,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,977,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,924,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,194,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,216,792 | CurrentTaxYearAmt |
| Total | $22,662,012 | 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 | $3,348,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,977,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,924,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,194,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,216,792 | CurrentTaxYearAmt |
| Total | $22,662,012 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,074,776 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,587,236 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $212,218 | CurrentTaxYearAmt |
| Total | $598,731 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $4,123 | CurrentTaxYearAmt |
| Total | $4,123 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $22,976 | CurrentTaxYearAmt |
| Total | $22,976 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,287,842 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $92,020,622 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75521 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77420 | 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 | $1,526,464 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $72,829 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $67,464 | OtherExpendituresAmt |
| End Year Balance | $1,531,829 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,455,077 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $71,387 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,526,464 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,459,504 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $111,692 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $116,119 | OtherExpendituresAmt |
| End Year Balance | $1,455,077 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,372,610 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $136,911 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,017 | OtherExpendituresAmt |
| End Year Balance | $1,459,504 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,414,439 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,049 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $58,878 | OtherExpendituresAmt |
| End Year Balance | $1,372,610 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.86520 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13480 | 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 | $7,131,536 | OtherCostOrOtherBasisAmt |
| Book Value | $7,131,536 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,565,522 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,664,279 | DepreciationAmt |
| Book Value | $37,901,243 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,260,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $734,507 | DepreciationAmt |
| Book Value | $525,763 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,631,545 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,926,340 | DepreciationAmt |
| Book Value | $705,205 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $225,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $187,642 | DepreciationAmt |
| Book Value | $37,825 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,301,572 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,593,008 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $49,565 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $177,740 | OtherRevenueAmt |
| Revenue Not Reported | $227,305 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,365,703 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,261 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,114,460 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,135,721 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,501,424 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,836,015 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $346,240 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $346,240 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,489,775 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $21,261 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,114,460 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,135,721 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,625,496 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | ENDOWMENTS CONSISTS OF 7 DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR VARIOUS PURPOSES INCLUDING FINANCIAL AID, FACULTY DEVELOPMENT AND SPECIFIC PROGRAMS AND ACTIVITIES OF WHITEFIELD. THE ENDOWMENT ALSO INCLUDES BOARD DESIGNATED ENDOWMENT FUNDS FOR VARIOUS PURPOSES SUCH AS LONG-TERM INVESTMENT AND MAINTENANCE. Schedule D, Part X, Line 2 The Academy is recognized as an organization exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code (the "Code"). Only unrelated business income, as defined by Section 512(a)(1) of the Code is subject to income taxes. The Academy's unrelated business income is not significant. 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 general, the Academy is no longer subject to tax examinations for the tax years ending before June 30, 2017. |
| Schedule D, Part XI, Line 2d | RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN Cost of Goods Sold for Campus store: $141,150 Rent expense netted with rental income: $6,590 Bad Debt Expense included in tuition on tax return: $30,000 ----------- $177,740 |
| Schedule D, Part XI, Line 4b | Reconciliation of Revenue per Audited Financial Statments with Revenue per Return Grants netted on financials with tuition expense: $3,114,460 ------------ $3,114,460 |
| Schedule D, Part XII, Line 2d | RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN Uncolllectible Tuition & Pledges $168,500 Cost of Goods Sold for Campus store: $141,150 Rent expense netted with rental income: $6,590 Bad Debt Expense included in tuition on tax return: $30,000 ----------- $346,240 |
| Schedule D, Part XII, Line 4b | Reconciliation of Revenue per Audited Financial Statments with Revenue per Return Grants netted on financials with tuition expense: $3,114,460 ------------ $3,114,460 |
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 | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The racially nondiscriminatory policy is published in admissions materials, enrollment contracts and on the website. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 218 | RecipientCnt |
| Non Cash Assistance | $3,114,460 | NonCashAssistanceAmt |
| Valuation Method Used | Book | ValuationMethodUsedDesc |
| Non Cash Assistance | Tuition | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GRANTS & OTHER ASSISTANCE | FormAndLineReferenceDesc |
| Explanation | TUITION ASSISTANCE IS GRANTED TO STUDENTS BASED ON CALCULATED NEED. A THIRD PARTY PROVIDER PROCESSES THE APPLICATIONS, AND PROVIDES THE SCHOOL WITH AN ASSESSMENT OF THE FAMILY'S ABILITY TO PAY TUITION. THE SCHOOL EXAMINES TAX RETURNS AND OTHER SUPPLEMENTAL INFORMATION ALONG WITH THE INDEPENDENT ASSESSMENT AND ALLOCATES THE AVAILABLE AID BASED ON THE CALCULATED NEEDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | 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 (5 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 |
|---|---|---|---|---|---|---|
| Kevin Bracher | ||||||
| HEAD OF SCHOOL | $246,581 | $30,000 | $69,799 | $14,000 | $14,181 | $374,561 |
| Brian Kennerly | ||||||
| Assitant head of external affa | $118,855 | $10,777 | $6,875 | $23,049 | $159,556 | |
| Nathan Stevens | ||||||
| Assistant Head of Academic Aff | $118,574 | $8,204 | $6,721 | $64,826 | $198,325 | |
| Maryellen Berry | ||||||
| Lower School Principal | $107,318 | $5,143 | $6,090 | $35,713 | $154,264 | |
| Michelle Hines | ||||||
| Director of Business Affairs | $145,918 | $3,400 | $7,300 | $4,767 | $161,385 | |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Health or Social Club Dues | Social Club Dues are paid for the HEAD OF SCHOOL in order to establish relationships and generate fundraising for the capital campaign. |
| Schedule J, Part I, 5a Compensation based on Revenue | The bonus paid to the HEAD OF SCHOOL is based on performance against certain board-approved objectives, including student performance and enrollment. Schedule J, Part I, 7 Non-Fixed Payments THE BONUS PAYMENT TO THE HEAD OF SCHOOL WAS $30,000 FOR 2019. |
| Schedule J, Part II, (D) nontaxable benefits | Nontaxable benefits includes tuition assistance. |
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 | Downtown Smyrna Development Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521653575 | BondIssuerEIN |
| Bond Issued | 2019-08-20 | BondIssuedDt |
| Issue Price | $11,450,000 | IssuePriceAmt |
| Purpose | Finance Construction of educationa | 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 | $500,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $11,450,000 | 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 | $1,672,818 | CapitalExpendituresAmt |
| Other Spent Proceeds | $4,450,000 | OtherSpentProceedsAmt |
| Unspent | $532,718 | UnspentAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | false | 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 | Yes (true) | 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 | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part 1, Line A | The bonds were issued on August in two series and constituted one issue for tax purposes. The two series are the Downtown Smyrna Development Authority Revenue Bond (Whitefield Academy, Inc. Project), Series 2019A (the "series 2019A Bond")in the principal face amount of up to $7,000,000 to fund capital improvements and the downtown smyrna development authority revenue bond (Whitefield Academy, Inc. Project), Series 2019B, in the principal face amount of $4,450,000 (the "series 2019B bond") to current refund a prior obligation of Whitefield Academy. |
| Part II, Line 3, Part II, Line 10 and Part II, Line 12 | The Series 2019A Bond was issued as a draw-down bond and bond proceeds were drawn only as needed to pay expenditures. At June 30, 2020, only $1,672,818 of the Series 2019A Bond was drawn and immediately used to reimburse Whitefield Academy for expenditures on the financed project. Other unspent proceeds of $5,327,182 represent amounts that can be drawn under the Series 2019A Bond, but were not drawn at June 30, 2020. |
| Part II, Line 11 | The proceeds of the Series 2019B Bond ($4,450,000) were used on the date of issuance of the Series 2019A Bond to current refund and pay in full an obligation of Whitefield Academy. The proceeds of the Series 2019A Bond were not invested and expended in full on the date of issuance. |
| Part IV, Line 7 | The proceeds of the Series 2019B Bond were spent in full on the date of issuance of the Series 2019A Bond for the current refunding of an obligation of Whitefield Academy, which qualifies for an exception to rebate. The proceeds of the Series 2019A Bond are only drawn as needed and immediately expended or used to reimburse Whitfield Academy for expenditures on the financed project, so there are no interest earnings on the proceeds of the Series 2019A Bond. As of June 30, 2020, final draws had not been made on the Series 2019A Bond. No draws are permitted after August 1, 2021. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | TRUSTEE/school | RelationshipWithOrgTxt |
| Cash Grant | $19,200 | CashGrantAmt |
| Type Of Assistance | tuition discount | TypeOfAssistanceTxt |
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 | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $282,900 | 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 |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Supplies | 37 | $5,826 | fmv |
| Yes (X) | Ice Maker | 1 | $1,500 | fmv |
| Yes (X) | Food/Drink | 1 | $3,712 | fmv |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|
| SCHEDULE M, PART I, LINE 9 | NUMBER OF CONTRIBUTIONS BASED ON CONTRIBUTIONS RECEIVED. |
| SCHEDULE M, PART I, LINE 32B | WHEN STOCK CONTRIBUTIONS ARE RECEIVED BY THE SCHOOL, CHARLES SCHWAB IMMEDIATELY SELLS THE STOCK. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI, Section A, Line 9 | ALL TRUSTEES, DIRECTORS AND KEY EMPLOYEES CAN BE CONTACTED THROUGH THE ORGANIZATION'S ADDRESS AS STATED ON THE FIRST PAGE OF FORM 990. |
| Part VI, Section B, Line 11 | THE FINANCE COMMITTEE REVIEWED AND APPROVED THE 990. THE FINAL VERSION WAS DISTRIBUTED BY EMAIL IN PDF FORMAT TO THE BOARD OF TRUSTEES PRIOR TO FILING THE RETURN. |
| Part VI, Section B, Line 12c | The conflict of interest policy is monitored by the governing board annually. All Board members are required to disclose any conflicts of interest. All conflicts are discussed by the governing board. |
| Part VI, Section B, Line 15a | HEAD OF SCHOOL COMPENSATION WHEN INITIALLY HIRED IN 2013 WAS BASED ON REASONABLENESS WITH OTHER ORGANIZATIONS THROUGH THE REVIEW OF 990S. CURRENT HEAD OF SCHOOL COMPENSATION IS REVIEWED ANNUALLY BY A BOARD COMPENSATION COMMITTEE WHICH INCLUDES CONSULTING BOTH INDEPENDENT PERSONS AND COMPARABLE DATA ALONG WITH CONTEMPORANEOUS DELIBERATION BY COMPENSATION COMMITTEE WHICH MADE THE FINAL COMPENSATION DECISION. |
| Part VI, Section B, Line 15b | BOARD OFFICERS ARE NOT COMPENSATED. COMPENSATION FOR KEY EMPLOYEES OTHER THAN THE HEAD OF SCHOOL WAS INITIALLY SET BASED ON COMPARABLE MARKET STATISTICS, AND IS EVALUATED ANNUALLY BY THE HEAD OF SCHOOL RELATIVE TO COMPARABLE ORGANIZATIONS AND POSITIONS. |
| Part VI, Section C, Line 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, POLICIES OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. THE 990 AND 1023 IS AVAILABLE UPON REQUEST. |