SEWICKLEY ACADEMY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SEWICKLEY ACADEMY (EIN 25-0965558)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-10
- IRS object ID
- 202120419349301107
- 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 G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-10T12:59:25-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Isabella Street Suite 107 | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152125859 | 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 | 250965558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEWICKLEY ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KAREN MCAVOY | InCareOfNm |
| Business Name Control | SEW | BusinessNameControlTxt |
| Phone | 4127412230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 ACADEMY AVENUE | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MCAVOY | PersonNm |
| Person Title | DIR OF FINANCE & OPS | PersonTitleTxt |
| Phone | 4127412230 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Bluemling | PreparerPersonNm |
| PTIN | P00347531 | PTIN |
| Phone | 4123649395 | 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 | KAREN MCAVOY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 ACADEMY AVE | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,834,451 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SEWICKLEY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1838 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | OPERATION OF A PRIVATE SCHOOL FOR EDUCATIONAL PURPOSES | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 248 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,196,816 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,782,547 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,310,144 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,672,538 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,799,472 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,639,306 | CYInvestmentIncomeAmt |
| PY Other Revenue | $265,474 | PYOtherRevenueAmt |
| CY Other Revenue | $278,055 | CYOtherRevenueAmt |
| PY Total Revenue | $20,571,906 | PYTotalRevenueAmt |
| CY Total Revenue | $21,372,446 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,328,072 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,335,505 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,302,474 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,456,187 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $885 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $300 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $423,696 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,003,878 | PYOtherExpensesAmt |
| CY Other Expenses | $5,932,856 | CYOtherExpensesAmt |
| PY Total Expenses | $20,635,309 | PYTotalExpensesAmt |
| CY Total Expenses | $20,724,848 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$63,403 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $647,598 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,002,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,354,906 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,472,205 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,216,034 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $66,530,743 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,138,872 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEWICKLEY ACADEMY INSPIRES AND EDUCATES STUDENTS TO ENGAGE THEIR HEARTS, MINDS, AND HANDS TO CULTIVATE THEIR FULL INDIVIDUAL AND COLLECTIVE POTENTIAL IN THE SERVICE OF A GREATER GOOD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,791,927 | ExpenseAmt |
| Grant | $2,335,505 | GrantAmt |
| Revenue | $16,779,222 | RevenueAmt |
| Desc | AS PITTSBURGH'S OLDEST CO-EDUCATIONAL COLLEGE PREPARATORY, INDEPENDENT DAY SCHOOL, SEWICKLEY ACADEMY PREPARES ITS OVER 594 STUDENTS FOR A LIFETIME OF SUCCESS BY INSPIRING THEM TO REACH THEIRFULL POTENTIAL AS CURIOUS, COURAGEOUS, AND COMPASSIONATE LEARNERS. THE STUDENT BODY IS HIGHLY DIVERSE AND RESIDE IN VARIOUS SCHOOL DISTRICTS IN THE TRI-STATE AREA. EXCEPTIONAL PROGRAMS, SMALL CLASSES, AND TALENTED FACULTY HELP STUDENTS BECOME CONSCIENTIOUS LEADERS, CRITICAL THINKERS, AND RESPONSIBLE MEMBERS OF A GLOBAL COMMUNITY. ACHIEVEMENTS CAN BE FOUND AT THE ACADEMY'S WEBSITE. | Desc |
| Total Program Service Expenses | $17,791,927 | 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | 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 | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 248 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MCAVOY | PersonNm |
| Phone | 4127412230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 ACADEMY AVENUE | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MR KOLIA O'CONNOR | ||||||||
| HEAD OF SCHOOL | 50.0 | 0.0 | Yes (X) | Yes (X) | $361,166 | $0 | $68,649 | |
| MS KAREN MCAVOY | ||||||||
| DIRECTOR OF FINANCE AND OPERAT | 50.0 | 0.0 | Yes (X) | $181,390 | $0 | $20,601 | ||
| MR WIN PALMER | ||||||||
| DIRECTOR OF ATHLETICS | 50.0 | 0.0 | $153,585 | $0 | $17,674 | Yes (X) | ||
| MR BRENDAN SCHNEIDER | ||||||||
| DIRECTOR OF ADVANCEMENT | 50.0 | 0.0 | $123,496 | $0 | $21,981 | Yes (X) | ||
| MR PETER LAU | ||||||||
| HEAD OF SENIOR SCHOOL | 50.0 | 0.0 | $121,640 | $0 | $16,572 | Yes (X) | ||
| MS SHANNON MULHOLLAND | ||||||||
| MIDDLE SCHOOL DIVISION HEAD | 50.0 | 0.0 | $106,884 | $0 | $20,818 | Yes (X) | ||
| MR JONATHAN BLASER | ||||||||
| DIRECTOR OF TECHNOLOGY | 50.0 | 0.0 | $103,425 | $0 | $20,573 | Yes (X) | ||
| MR TOM HEWITT | ||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR KEVIN PARK | ||||||||
| MEMBER-AT-LARGE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MS KATE POPPENBERG PI | ||||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR DOUGLAS ALLEN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR BRADLEY BUSATTO | ||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MRS KRISTEN HAMMEL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MS GRETCHEN HANSEN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR KRIS LIGHTCAP | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ASHVIN RAGOOWANSI MD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MRS JENNA STEVENSON | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR AARON WASHINGTON | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MS JANELLE ASLAM | ||||||||
| PRESIDENT OF HOME AND SCHOOL | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MS RACHEL LOREY ALLEN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MS NGOZI MADUKA-OKORA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MR MICHAEL BROCKS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MS ASHLEY BROWN BIRTW | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MRS MARGARET SHIELDS | ||||||||
| SECRETARY (LEFT IN FY20) | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR PAUL O'NEILL JR | ||||||||
| TRUSTEE (LEFT IN FY20) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,151,586 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $186,868 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | 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 |
|---|---|---|---|---|---|
| METZ CULINARY MANAGEMENT | |||||
| TWO WOODLAND DR | DALLAS | PA | 18612 | FOOD SERVICE | $213,196 |
| HUCKESTEIN MECHANICAL SERVICES | |||||
| 1505 METROPOLITAN ST | PITTSBURGH | PA | 15233 | HVAC SERVICES | $160,024 |
| ALPHAGRAPHICS | |||||
| 814 PENN AVENUE | PITTSBURGH | PA | 15222 | PRINTING | $195,597 |
| BICKERSTAFF LAWN SERVICE | |||||
| 407 WAYNE AVENUE | MONACA | PA | 15601 | LANDSCAPING | $126,974 |
| STA - CORAOPOLIS | |||||
| 200 KENDELL STREET | CORAOPOLIS | PA | 15108 | TRANSPORTATION | $189,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $94,302 | GovernmentGrantsAmt |
| All Other Contributions | $2,688,245 | AllOtherContributionsAmt |
| Total Contributions | $2,782,547 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $16,349,525 | $16,349,525 |
| ACTIVITIES & SPECIAL FEES | 611600 | $323,013 | $323,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,672,538 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,228,262 | TotalRevenueColumnAmt |
| Exclusion | $1,228,262 | 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 | $10,536 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,536 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,536 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,536 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,786,864 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,375,820 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $411,044 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $411,044 | TotalRevenueColumnAmt |
| Exclusion | $411,044 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $251,895 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $80,524 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,371 | TotalRevenueColumnAmt |
| Exclusion | $171,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $101,809 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,661 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,148 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,372,446 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,779,222 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,810,677 | 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 | $2,335,505 | TotalAmt |
| Program Services | $2,335,505 | 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 | $557,013 | TotalAmt |
| Management And General | $557,013 | ManagementAndGeneralAmt |
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 | $9,642,153 | TotalAmt |
| Program Services | $9,154,151 | ProgramServicesAmt |
| Management And General | $233,533 | ManagementAndGeneralAmt |
| Fundraising | $254,469 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,689 | TotalAmt |
| Program Services | $106,611 | ProgramServicesAmt |
| Management And General | $117,751 | ManagementAndGeneralAmt |
| Fundraising | $14,327 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,276,835 | TotalAmt |
| Program Services | $1,105,043 | ProgramServicesAmt |
| Management And General | $146,368 | ManagementAndGeneralAmt |
| Fundraising | $25,424 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,497 | TotalAmt |
| Program Services | $600,648 | ProgramServicesAmt |
| Management And General | $122,240 | ManagementAndGeneralAmt |
| Fundraising | $18,609 | 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 | $46,618 | TotalAmt |
| Management And General | $46,618 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,903 | TotalAmt |
| Management And General | $73,903 | 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 | $300 | TotalAmt |
| Fundraising | $300 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,302 | TotalAmt |
| Management And General | $41,302 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394 | TotalAmt |
| Program Services | $394 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,376 | TotalAmt |
| Program Services | $1,356 | ProgramServicesAmt |
| Management And General | $180,020 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,615 | TotalAmt |
| Program Services | $76,564 | ProgramServicesAmt |
| Management And General | $331,051 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,876 | TotalAmt |
| Program Services | $177,876 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,519 | TotalAmt |
| Program Services | $2,519 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,856 | TotalAmt |
| Program Services | $947,856 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,618 | TotalAmt |
| Program Services | $52,618 | ProgramServicesAmt |
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 | $16,153 | TotalAmt |
| Program Services | $16,153 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,363 | TotalAmt |
| Program Services | $207,363 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,873,844 | TotalAmt |
| Program Services | $1,873,844 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,068 | TotalAmt |
| Management And General | $162,068 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATIONAL CLASSROOM | $821,791 | $821,791 | $0 | |
| ATHLETIC PROGRAM | $114,739 | $114,739 | ||
| EQUIPMENT RENTAL & MAINTENANCE | $75,167 | $53,956 | $21,211 | |
| OTHER EXPENSE | $545,084 | $142,940 | $291,577 | $110,567 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,570 | TotalAmt |
| Management And General | $184,570 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,724,848 | TotalAmt |
| Program Services | $17,791,927 | ProgramServicesAmt |
| Management And General | $2,509,225 | ManagementAndGeneralAmt |
| Fundraising | $423,696 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,331 | BOYAmt |
| EOY | $1,331 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,348,476 | BOYAmt |
| EOY | $6,154,747 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $887,932 | BOYAmt |
| EOY | $347,787 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,816 | BOYAmt |
| EOY | $58,876 | 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 | $108,934 | BOYAmt |
| EOY | $152,918 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,045 | BOYAmt |
| EOY | $111,792 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,018,218 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,073,054 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,455,101 | BOYAmt |
| EOY | $34,945,164 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,047,313 | BOYAmt |
| EOY | $35,582,291 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,002,948 | BOYAmt |
| EOY | $77,354,906 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,553,730 | BOYAmt |
| EOY | $1,203,478 | 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 | $302,090 | BOYAmt |
| EOY | $2,870,002 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,415,916 | BOYAmt |
| EOY | $5,818,970 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,469 | BOYAmt |
| EOY | $323,584 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,472,205 | BOYAmt |
| EOY | $10,216,034 | 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 | $61,041,024 | BOYAmt |
| EOY | $62,158,480 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,489,719 | BOYAmt |
| EOY | $4,980,392 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,530,743 | BOYAmt |
| EOY | $67,138,872 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,002,948 | BOYAmt |
| EOY | $77,354,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $647,598 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $83,646 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$123,115 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 | $34,991,150 | BeginningYearBalanceAmt |
| Contributions | $598,895 | ContributionsAmt |
| Investment Earnings Or Losses | $1,722,945 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,748,905 | OtherExpendituresAmt |
| Administrative Expenses | $38,610 | AdministrativeExpensesAmt |
| End Year Balance | $35,525,475 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,212,261 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,500,002 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,682,657 | OtherExpendituresAmt |
| Administrative Expenses | $38,456 | AdministrativeExpensesAmt |
| End Year Balance | $34,991,150 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,012,350 | BeginningYearBalanceAmt |
| Contributions | $125,577 | ContributionsAmt |
| Investment Earnings Or Losses | $2,922,389 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,808,889 | OtherExpendituresAmt |
| Administrative Expenses | $39,166 | AdministrativeExpensesAmt |
| End Year Balance | $35,212,261 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,495,423 | BeginningYearBalanceAmt |
| Contributions | $130,561 | ContributionsAmt |
| Investment Earnings Or Losses | $4,754,618 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,180,990 | OtherExpendituresAmt |
| Administrative Expenses | $187,262 | AdministrativeExpensesAmt |
| End Year Balance | $34,012,350 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,087,408 | BeginningYearBalanceAmt |
| Contributions | $109,530 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,032,275 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,669,240 | OtherExpendituresAmt |
| End Year Balance | $31,495,423 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.87000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $84,055 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,772,264 | OtherCostOrOtherBasisAmt |
| Book Value | $1,856,319 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $161,947 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $47,770,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,423,225 | DepreciationAmt |
| Book Value | $26,509,548 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,675,735 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,038,818 | DepreciationAmt |
| Book Value | $3,636,917 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,553,391 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,611,011 | DepreciationAmt |
| Book Value | $2,942,380 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,945,164 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY SECURITIES | $10,000 | F |
| MUTUAL FUNDS | $35,572,291 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $35,582,291 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RATE SWAP | Desc |
| Amt | $323,584 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $323,584 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $18,958,862 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $83,646 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $83,646 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,875,216 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $38,610 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,458,620 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,497,230 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,372,446 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,350,733 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $18,350,733 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $38,610 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,335,505 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,374,115 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,724,848 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE D, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE FINANCIAL SUPPORT TO THE ACADEMY FOR OPERATIONS AND CAPITAL PROJECTS. FORM 990, SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. FORM 990, SCHEDULE D PART XI, LINE 4B FINANCIAL AID & REMISSION $2,335,505 UNREALIZED INTEREST REATE SWAP ADJUSTMENT $ 123,115 TOTAL $2,458,620 FORM 990, SCHEDULE D PART XII, LINE 4B FINANCIAL AID & REMISSION $2,335,505 DISCLOSED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
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 | Brochures, catalogues, announcements and scholarship forms are on file at the academy and are available for submission upon request. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $206,880 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $206,880 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $9,139 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $35,987 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $15,317 | OtherDirectExpensesEvent1Amt |
| Event2 | HANSEN GOLF OUT | Event2Nm |
| Gross Receipts Event2 | $45,015 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $45,015 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $14,034 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $6,047 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $251,895 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $251,895 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $9,139 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $35,987 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,034 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,364 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $80,524 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $171,371 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| FINANCIAL AID | 107 | $1,761,352 | FMV |
| TUITION REMISSION | 32 | $574,153 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE GRANTS TO INDIVIDUALS REPRESENT TUITION SCHOLARSHIPS AND REMISSION GRANTED BY THE ACADEMY TO A SELECTION OF STUDENTS. THE ACADEMY DETERMINES ELIGIBILITY FOR THE SCHOLARSHIPS BASED ON ACADEMIC ABILITY AND FINANCIAL NEED OF THE STUDENT, AS WELL AS THE BUDGETED REVENUES AND EXPENSES OF THE ACADEMY. NO FURTHER MONITORING OF THE FUNDS ARE REQUIRED AS NO SPECIFIC REQUIREMENTS ARE APPLICABLE OTHER THAN THE STUDENT'S CONTINUED ADMISSION WITHIN THE ACADEMY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR KOLIA O'CONNOR | ||||||||||||
| HEAD OF SCHOOL | $329,166 | $0 | $25,000 | $0 | $7,000 | $0 | $19,500 | $0 | $49,149 | $0 | $429,815 | $0 |
| MS KAREN MCAVOY | ||||||||||||
| DIRECTOR OF FINANCE AND OPERAT | $181,390 | $0 | $0 | $0 | $0 | $0 | $12,697 | $0 | $7,904 | $0 | $201,991 | $0 |
| MR WIN PALMER | ||||||||||||
| DIRECTOR OF ATHLETICS | $153,585 | $0 | $0 | $0 | $0 | $0 | $10,751 | $0 | $6,923 | $0 | $171,259 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | KOLIA O'CONNOR - HOUSING ALLOWANCE $36,000 AND SOCIAL CLUB DUES $7,000. HOUSING IS EXCLUDABLE FROM TAXABLE INCOME UNDER IRC SECT 119 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11A: | THE FORM 990 IS SUBMITTED TO THE DIRECTOR OF FINANCE & OPERATIONS AND THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C: | BUSINESS OFFICE AND HEAD OF SCHOOL OFFICE ARE AWARE OF POTENTIAL CONFLICTS AND MONITOR DURING NORMAL COURSE OF BUSINESS. |
| FORM 990, PART VI, SECTION B, LINE 15A: | THE BUSINESS OFFICE PROVIDES THE EXECUTIVE COMMITTEE OF THE BOARD BENCHMARK DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ON HEADS OF SCHOOL ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15B: | ALL ADMINISTRATIVE SALARIES ARE REVIEWED ANNUALLY AND BENCH MARKED AGAINST OUR PEER SCHOOL. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON VERBAL REQUEST. |
| FORM 990, PART XI, LINE 9: | UNREALIZED INTEREST RATE SWAP ADJUSTMENT: $(123,115) |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FORM THE PRIOR YEAR. |