GILMAN SCHOOL INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GILMAN SCHOOL INC (EIN 52-0591604)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202121339349303237
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T12:35:30-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202153727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10200 GRAND CENTRAL AVE SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 | 520591604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILMAN SCHOOL INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILM | BusinessNameControlTxt |
| Phone | 4103233800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5407 ROLAND AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN T FURLONG | PersonNm |
| Person Title | DIRECTOR OF FINANCE & ADMIN. | PersonTitleTxt |
| Phone | 4103233800 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONIQUE BOOKER | PreparerPersonNm |
| PTIN | P00644231 | PTIN |
| Phone | 4105842118 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILMAN SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HENRY PA SMYTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5407 ROLAND AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,247,819 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GILMAN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1897 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | GILMAN SCHOOL IS A DIVERSE COMMUNITY DEDICATED TO EDUCATING BOYS IN MIND, BODY AND SPIRIT THROUGH PARTICULAR EMPHASIS UPON ACADEMIC EXCELLENCE, ATHLETIC PARTICIPATION AND AESTHETIC APPRECIATION. GILMAN SEEKS TO PRODUCE MEN OF CHARACTER AND INTEGRITY WHO HAVE THE SKILLS AND ABILITY TO MAKE A POSITIVE CONTRIBUTION TO THE COMMUNITIES IN WHICH THEY LIVE AND WORK. | ActivityOrMissionDesc |
| Voting Members Governing Body | 49 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 49 | VotingMembersIndependentCnt |
| Total Employee | 349 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | -$74,070 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$45,320 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,610,135 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,502,566 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,491,221 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,397,423 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,100,896 | PYInvestmentIncomeAmt |
| CY Investment Income | -$24,524 | CYInvestmentIncomeAmt |
| PY Other Revenue | $198,218 | PYOtherRevenueAmt |
| CY Other Revenue | $161,128 | CYOtherRevenueAmt |
| PY Total Revenue | $45,400,470 | PYTotalRevenueAmt |
| CY Total Revenue | $38,036,593 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,006,490 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,033,974 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,812,141 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,114,326 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,485,844 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,172,978 | PYOtherExpensesAmt |
| CY Other Expenses | $16,203,214 | CYOtherExpensesAmt |
| PY Total Expenses | $42,991,609 | PYTotalExpensesAmt |
| CY Total Expenses | $45,351,514 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,408,861 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,314,921 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $238,793,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $238,892,271 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,417,349 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,816,934 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $193,375,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $186,075,337 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | GILMAN SCHOOL IS A DIVERSE COMMUNITY DEDICATED TO EDUCATING BOYS IN MIND, BODY AND SPIRIT THROUGH PARTICULAR EMPHASIS UPON ACADEMIC EXCELLENCE, ATHLETIC PARTICIPATION AND AESTHETIC APPRECIATION. GILMAN SEEKS TO PRODUCE MEN OF CHARACTER AND INTEGRITY WHO HAVE THE SKILLS AND ABILITY TO MAKE A POSITIVE CONTRIBUTION TO THE COMMUNITIES IN WHICH THEY LIVE AND WORK. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,329,304 | ExpenseAmt |
| Grant | $6,033,974 | GrantAmt |
| Revenue | $31,397,423 | RevenueAmt |
| Desc | PROVIDING EDUCATION FOR APPROXIMATELY 1,000 STUDENTS OF THE LOWER, MIDDLE AND UPPER GRADES (K THROUGH 12). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $161,128 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $161,128 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,329,304 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 190 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 349 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 49 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 49 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA G LEVY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4104643147 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5407 ROLAND AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARK R FETTING | |||||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN F CAVANAUGH | |||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| HARRY D HALPERT | |||||||||
| VICE PRESIDENT & TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DW WELLS OBRECHT | |||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MITCHELL D WHITEMAN | |||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JONATHON W THAYER | |||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN C AVIRETT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIN BECKER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT G BLUE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| E THOMAS BOOKER III | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER A BOWE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS S BOZZUTO JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW M BROOKS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW M CAMERON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WM POLK CAREY II | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT T CASHMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CARDELLA W COLEMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| D LAWSON DEVRIES III | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN G DUNN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES C EDWARDS II | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| EMILY FEARLY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES C FENWICK JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN E FRAKER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE B HESSJR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHLEEN B HOGAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHEO D HURLEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHON S JACOBSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID J KIM | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| D BROOKS KITCHEL II | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL F MCBRIDE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES A MORRIS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HENRY I MYERBERG | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| R DAVIS NOELL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM L PATERNOTTE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TROY L ROHRBAUGH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK B ROSENBERG | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CINDY SCHEINER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARA S SCHNEE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN T SCOTT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEXIS SETH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIKA SLATER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FREDERICK B SMITH IV | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JARED D SPAHN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN W THAYER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| J RICHARD THOMAS SR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE E THOMSEN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KHALIL RASHID UQDAH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS JS WAXTER III | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KARLO G YOUNG | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HENRY P A SMYTH | |||||||||
| HEADMASTER | 40.00 | Yes (X) | $376,273 | $0 | $124,018 | 2.00 | |||
| SEAN FURLONG | |||||||||
| DIRECTOR OF FINANCE | 40.00 | $216,629 | $0 | $33,017 | Yes (X) | ||||
| AMY H FURLONG | |||||||||
| DIRECTOR OF ENROLLMENT | 40.00 | $156,257 | $0 | $22,436 | Yes (X) | ||||
| TIMOTHY HOLLEY | |||||||||
| DIRECTOR OF EXTERNAL RELATIONS | 40.00 | $140,783 | $0 | $36,968 | Yes (X) | ||||
| PETER KWITEROVICH | |||||||||
| ASST HEAD OF SCHOOL | 40.00 | $126,093 | $0 | $38,752 | Yes (X) | ||||
| ARMISTEAD WEBSTER | |||||||||
| LOWER SCHOOL HEAD | 40.00 | $143,468 | $0 | $13,953 | Yes (X) | ||||
| ROBERT HUEBECK | |||||||||
| HEAD OF UPPER SCHOOL | 40.00 | $134,616 | $0 | $30,226 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,294,119 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $299,370 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RIPARIUS CONSTRUCTION INC | |||||
| 25 SCHILLING ROAD | HUNT VALLEY | MD | 21031 | CONSTRUCTION | $1,283,546 |
| COMPASS GROUP USA | |||||
| PO BOX 417632 | BOSTON | MA | 022417632 | DINING SERVICES | $1,079,228 |
| COMPREHENSIVE BUILDINGS SERVICE INC | |||||
| 529 ANNESLIE ROAD | BALTIMORE | MD | 21212 | CLEANING | $402,426 |
| MARSHALL CRAFT ASSOCIATES INC | |||||
| 2031 CLIPPER PARK ROAD SUITE 105 | BALTIMORE | MD | 21211 | ARCHITECT | $358,340 |
| OT NEIGHOFF & SONS INC | |||||
| 117 HOLSUM WAY | GLEN BURNIE | MD | 21060 | PAINTING | $220,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,502,566 | AllOtherContributionsAmt |
| Total Contributions | $6,502,566 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $30,652,282 | $30,652,282 |
| OTHER FEES AND CHARGES | 611710 | $586,617 | $586,617 |
| AFTER SCHOOL PROGRAMS | 611710 | $158,524 | $158,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,397,423 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,524 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$74,070 | UnrelatedBusinessRevenueAmt |
| Exclusion | $49,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $347,263 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $211,226 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,037 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $136,037 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $25,091 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,091 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,091 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,036,593 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,558,551 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$74,070 | UnrelatedBusinessRevenueAmt |
| Exclusion | $49,546 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,033,974 | TotalAmt |
| Program Services | $6,033,974 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,593,489 | TotalAmt |
| Program Services | $1,148,746 | ProgramServicesAmt |
| Management And General | $315,192 | ManagementAndGeneralAmt |
| Fundraising | $129,551 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,751,199 | TotalAmt |
| Program Services | $12,163,114 | ProgramServicesAmt |
| Management And General | $3,446,810 | ManagementAndGeneralAmt |
| Fundraising | $1,141,275 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,362,297 | TotalAmt |
| Program Services | $1,056,870 | ProgramServicesAmt |
| Management And General | $227,858 | ManagementAndGeneralAmt |
| Fundraising | $77,569 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,407,341 | TotalAmt |
| Program Services | $2,692,436 | ProgramServicesAmt |
| Management And General | $501,692 | ManagementAndGeneralAmt |
| Fundraising | $213,213 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,689 | TotalAmt |
| Management And General | $426,689 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,365 | TotalAmt |
| Management And General | $37,365 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,783 | TotalAmt |
| Fundraising | $603,783 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,659 | TotalAmt |
| Management And General | $171,659 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,232 | TotalAmt |
| Program Services | $92,404 | ProgramServicesAmt |
| Management And General | $35,477 | ManagementAndGeneralAmt |
| Fundraising | $17,351 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,580 | TotalAmt |
| Program Services | $499,538 | ProgramServicesAmt |
| Management And General | $49,833 | ManagementAndGeneralAmt |
| Fundraising | $5,209 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,894,240 | TotalAmt |
| Program Services | $1,424,441 | ProgramServicesAmt |
| Management And General | $365,253 | ManagementAndGeneralAmt |
| Fundraising | $104,546 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,495 | TotalAmt |
| Program Services | $86,902 | ProgramServicesAmt |
| Management And General | $1,593 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,211,113 | TotalAmt |
| Management And General | $4,211,113 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,107,276 | TotalAmt |
| Program Services | $2,410,627 | ProgramServicesAmt |
| Management And General | $519,722 | ManagementAndGeneralAmt |
| Fundraising | $176,927 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,224 | TotalAmt |
| Management And General | $270,224 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DINING HALL | $961,563 | $915,355 | $34,473 | $11,735 |
| PROFESIONAL DEVELOPMENT | $401,930 | $401,930 | ||
| AUXILIARY | $264,124 | $264,124 | ||
| ATHLETICS | $220,430 | $220,430 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,844,511 | TotalAmt |
| Program Services | $918,413 | ProgramServicesAmt |
| Management And General | $1,921,413 | ManagementAndGeneralAmt |
| Fundraising | $4,685 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,351,514 | TotalAmt |
| Program Services | $30,329,304 | ProgramServicesAmt |
| Management And General | $12,536,366 | ManagementAndGeneralAmt |
| Fundraising | $2,485,844 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,572,236 | BOYAmt |
| EOY | $11,107,634 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,110,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,358,530 | BOYAmt |
| EOY | $3,347,238 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,468 | BOYAmt |
| EOY | $566,674 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,534 | BOYAmt |
| EOY | $32,235 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,188 | BOYAmt |
| EOY | $201,486 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,492 | BOYAmt |
| EOY | $653,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $92,691,988 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,212,357 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,560,439 | BOYAmt |
| EOY | $53,479,631 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,024,419 | BOYAmt |
| EOY | $96,856,461 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,362,321 | BOYAmt |
| EOY | $69,175,137 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,949 | BOYAmt |
| EOY | $618,821 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,743,693 | BOYAmt |
| EOY | $1,743,459 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,793,269 | BOYAmt |
| EOY | $238,892,271 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,066,956 | BOYAmt |
| EOY | $2,737,392 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,403,003 | BOYAmt |
| EOY | $3,902,657 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,347,985 | BOYAmt |
| EOY | $35,260,409 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,188,615 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,599,405 | BOYAmt |
| EOY | $6,727,861 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,417,349 | BOYAmt |
| EOY | $52,816,934 | 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 | $38,383,601 | BOYAmt |
| EOY | $34,596,705 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,992,319 | BOYAmt |
| EOY | $151,478,632 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,375,920 | BOYAmt |
| EOY | $186,075,337 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,793,269 | BOYAmt |
| EOY | $238,892,271 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,314,921 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,426 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $912 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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) |
|---|---|---|
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $139,695,894 | BeginningYearBalanceAmt |
| Contributions | $2,381,889 | ContributionsAmt |
| Investment Earnings Or Losses | -$48,373 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,057,776 | OtherExpendituresAmt |
| End Year Balance | $135,971,634 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,751,985 | BeginningYearBalanceAmt |
| Contributions | $1,887,388 | ContributionsAmt |
| Investment Earnings Or Losses | $8,528,615 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,472,094 | OtherExpendituresAmt |
| End Year Balance | $139,695,894 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,585,154 | BeginningYearBalanceAmt |
| Contributions | $9,728,723 | ContributionsAmt |
| Investment Earnings Or Losses | $10,577,842 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,139,734 | OtherExpendituresAmt |
| End Year Balance | $134,751,985 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,508,593 | BeginningYearBalanceAmt |
| Contributions | $3,786,488 | ContributionsAmt |
| Investment Earnings Or Losses | $10,256,196 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,966,123 | OtherExpendituresAmt |
| End Year Balance | $119,585,154 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,539,577 | BeginningYearBalanceAmt |
| Contributions | $3,515,661 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,995,562 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,551,083 | OtherExpendituresAmt |
| End Year Balance | $110,508,593 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12590 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53840 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33570 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,850,740 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,439,669 | DepreciationAmt |
| Book Value | $42,411,071 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,285,166 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,283,232 | DepreciationAmt |
| Book Value | $8,001,934 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,857,259 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,998,073 | DepreciationAmt |
| Book Value | $2,859,186 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $698,823 | OtherCostOrOtherBasisAmt |
| Depreciation | $491,383 | DepreciationAmt |
| Book Value | $207,440 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,479,631 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $52,009,950 | F |
| PRIVATE EQUITY | $6,935,489 | F |
| REAL ESTATE | $7,769,841 | F |
| PRIVATE LENDER | $2,459,857 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $69,175,137 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| POOLED INCOME AND SIMILAR FUNDS LIABILITIES | $191,018 |
| INTEREST RATE SWAPS | $6,403,270 |
| CHARITABLE GIFT ANNUITY DISCOUNTS | $133,573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,727,861 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,401,185 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,426 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $211,226 | OtherRevenueAmt |
| Revenue Not Reported | $224,652 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,176,533 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,860,060 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,860,060 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,036,593 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,701,768 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $211,226 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $211,226 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,490,542 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,860,972 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,860,972 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,351,514 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE LAND IS INCLUDED AT COST ON THE BALANCE SHEET OF THE ORGANIZATION. |
| PART IV, LINE 1B: | GILMAN SCHOOL'S SPENDING RATE IS DETERMINED BY THE BUDGET AND FINANCE COMMITTEE. THE BUDGET AND FINANCE COMMITTEE MAY ASK FOR INPUT FROM THE CHAIRMAN OF THE INVESTMENT COMMITTEE TO HELP DETERMINE THE APPROPRIATE SPENDING POLICY RECOGNIZING THAT FINANCIAL ASSETS WILL FLUCTUATE IN VALUE. THE POLICY OF THE SCHOOL HAS BEEN AND WILL CONTINUE TO BE TO REVIEW THE ENDOWMENT SPENDING RATE PERIODICALLY BUT TO REFRAIN FROM FREQUENT CHANGES IN THE SPENDING RATE THAT MAY APPEAR OR REFLECT RESPONSES TO SHORT-TERM MARKET MOVEMENTS RATHER THAN TO LONGER-TERM INVESTMENT OBJECTIVES. BEGINNING WITH THE 2010/2011 FISCAL YEAR, GILMAN SCHOOL'S ENDOWMENT SPENDING RATE WAS 5% (UP FROM BLENDED RATE OF 4.3%). THE SCHOOL HAS REDUCED THE SPENDING RATE IN RECENT YEARS TO 4.7%. |
| PART X, LINE 2: | THE SCHOOL IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, THE SCHOOL QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, MAY BE SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SCHOOL PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2020, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2020, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2017 THROUGH 2020, REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE SCHOOL FILES TAX RETURNS. IT IS THE SCHOOL'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 211,226. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED ON FINANCIAL STATEMENT 4,860,972. DIFFERENCE BETWEEN UBI PER RETURN AND UBI PER BOOK -912. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 211,226. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NON-FACULTY FINANCIAL AID 4,860,972. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | PUBLISHED IN SCHOOL BROCHURES, APPLICATION FOR ADMISSION AND IN THE LOCAL TRADE NEWSPAPERS/PERIODICALS. PUT ON JOB DESCRIPTIONS AND WEBSITE WHEN JOBS ARE ADVERTISED | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | BECAUSE OF THE PANDEMIC, GILMAN DIDN'T ARRANGE OVERSEA STUDENT TRIPS AS IT USUALLY DID IN PRIOR YEARS. IT STILL RECEIVED UNRELATED BUSINESS INCOME FROM OVERSEA INVESTMENTS THROUGH FOREIGN CORPORATIONS AND PARTNERSHIPS. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 230 | RecipientCnt |
| Cash Grant | $4,437,713 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GILMAN PROVIDES FINANCIAL AID TO STUDENTS WHO QUALIFY. THE GRANT REDUCES THE TUITION DUE. PARENTS ARE NEVER GIVEN A CHECK OR CASH FOR A GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HENRY P A SMYTH | ||||||||||||||
| HEADMASTER | $375,127 | $0 | $0 | $0 | $1,146 | $0 | $55,643 | $0 | $68,375 | $0 | $500,291 | $0 | $0 | $0 |
| SEAN FURLONG | ||||||||||||||
| DIRECTOR OF FINANCE | $215,697 | $0 | $0 | $0 | $932 | $0 | $17,544 | $0 | $15,473 | $0 | $249,646 | $0 | $0 | $0 |
| AMY H FURLONG | ||||||||||||||
| DIRECTOR OF ENROLLMENT | $155,849 | $0 | $0 | $0 | $408 | $0 | $12,617 | $0 | $9,819 | $0 | $178,693 | $0 | $0 | $0 |
| TIMOTHY HOLLEY | ||||||||||||||
| DIRECTOR OF EXTERNAL RELATIONS | $139,087 | $0 | $0 | $0 | $1,696 | $0 | $11,820 | $0 | $25,148 | $0 | $177,751 | $0 | $0 | $0 |
| PETER KWITEROVICH | ||||||||||||||
| ASST HEAD OF SCHOOL | $125,475 | $0 | $0 | $0 | $618 | $0 | $11,894 | $0 | $26,858 | $0 | $164,845 | $0 | $0 | $0 |
| ARMISTEAD WEBSTER | ||||||||||||||
| LOWER SCHOOL HEAD | $141,852 | $0 | $0 | $0 | $1,616 | $0 | $11,376 | $0 | $2,577 | $0 | $157,421 | $0 | $0 | $0 |
| ROBERT HUEBECK | ||||||||||||||
| HEAD OF UPPER SCHOOL | $134,066 | $0 | $0 | $0 | $550 | $0 | $8,365 | $0 | $21,861 | $0 | $164,842 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HEADMASTER, HENRY P.A. SMYTH, RECEIVED A RESIDENCE FOR PERSONAL USE AND PERSONAL SERVICES DURING THE YEAR. THESE BENEFITS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN D. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 520936091 | BondIssuerEIN |
| Bond Issued | 2014-10-16 | BondIssuedDt |
| Issue Price | $35,500,000 | IssuePriceAmt |
| Purpose | REFINANCE SERIES 2006 BONDS & FINANCE CAMPUS INFRASTRUCTURE IMPROVEMENTS. | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $35,500,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $330,797 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $5,271,980 | CapitalExpendituresAmt |
| Other Spent Proceeds | $30,000,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TD BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 15.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K SUPPLENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | OTHER SPENT PROCEEDS IS THE AMOUNT OF THE BOND ISSUE USED TO REFUND THE 2006 ISSUE. IN JUNE 2020, GILMAN INCURRED ADDITIONAL COST IN RESTRUCTURING ITS 2014 BOND. THE NEW COST AMOUNTED TO $102,777 AND WILL START TO BE AMORTIZED OVER THE TERM OF THE DEBT STARTING JULY 2020. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY FURLONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF SEAN FURLONG, OFFICER | RelationshipDescriptionTxt |
| Transaction | $155,849 | TransactionAmt |
| Transaction | SALARY | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 81 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,031,645 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FULL DRAFT OF THE 990 IS SENT TO THE AUDIT COMMITTEE OF THE BOARD ASKING THEM TO REVIEW AND ASK ANY QUESTIONS. THE DRAFT, EXCLUDING SCHEDULE B, IS SENT TO THE FULL BOARD ASKING THEM TO REVIEW AND ASK ANY QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD OF TRUSTEES OF GILMAN SCHOOL; ANY PERSON WHO SERVES ON A COMMITTEE OF THE BOARD OF TRUSTEES, ALL MEMBERS OF SCHOOL'S ADMINISTRATION; AND THE OFFICERS AND BOARD MEMBERS OF ASSOCIATIONS AND ORGANIZATIONS AFFILIATED WITH THE SCHOOL, SUCH AS THE PARENTS ASSOCIATION AND ALUMNI ASSOCIATION. THE PERSONS ENUMERATED ABOVE OR DESIGNATED BY THE BOARD OF TRUSTEES SHALL BE REFERRED TO AS "GILMAN SCHOOL COVERED PERSONS". SHOULD A CONFLICT OF INTEREST ARISE, THE INDIVIDUAL WITH THE CONFLICT SHALL DISCLOSE IN WRITING THE EXISTENCE OF THE CONFLICT TO THE PRESIDENT OF THE BOARD. ANY CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST SHALL BE DISCLOSED PROMPTLY TO THE BOARD OF TRUSTEES. CONFLICTS OF INTEREST MAY BE DIFFICULT TO IDENTIFY IN ADVANCE, BUT OFTEN BECOME CLEARER IN HINDSIGHT. NORMALLY PERSONAL VALUES AND INTEGRITY ARE A GUIDE TO THE RIGHT DECISION. WHEN IN DOUBT, A GILMAN SCHOOL COVERED PERSON SHOULD CONSIDER ASKING THEMSELVES THE FOLLOWING QUESTIONS: - IS MY ACTION LEGAL AND ETHICAL? - IS MY ACTION HONEST IN EVERY RESPECT? - WOULD I BE PROUD TO READ ABOUT MY ACTION IN THE NEWSPAPER? - CAN I DEFEND MY ACTION WITH A CLEAR CONSCIENCE? IF A GILMAN SCHOOL COVERED PERSON CANNOT READILY ANSWER EACH OF THE ABOVE QUESTIONS IN THE AFFIRMATIVE, HE OR SHE LIKELY SHOULD NOT PROCEED WITH THE ACTION. UNLESS IT IS ABSOLUTELY CLEAR TO THE INDIVIDUAL THAT A CONFLICT OF INTEREST IS NOT PRESENT, HE OR SHE MUST SEEK GUIDANCE FROM (AND DISCLOSE ALL IMPORTANT FACTS TO) THE PRESIDENT OF THE BOARD OF TRUSTEES (OR IN HIS ABSENCE ANY OTHER OFFICER OF THE BOARD) AND THE HEADMASTER. EACH YEAR, GILMAN'S DEVELOPMENT OFFICE ASKS EACH BOARD MEMBER TO SUBMIT A CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEADMASTER'S PERFORMANCE AND COMPENSATION ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD. VARIOUS BENCHMARKS (NAIS, AIMS) FOR SCHOOLS OF COMPARABLE SIZE OF STUDENTS ARE USED TO ESTABLISH A COMPENSATION PACKAGE THAT IS REASONABLE FOR A SCHOOL OF OUR SIZE. THE HEADMASTER DETERMINES THE COMPENSATION OF ALL OTHER EMPLOYEES ALSO USING COMPARABLE DATA. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART XI, LINE 9: | DIFFERENCE BETWEEN UBI PER RETURN AND UBI PER BOOK 912. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM LAST YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROLAND NORTHERN BRIDGE COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5407 ROLAND AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300088452 | EIN |
| Primary Activities | BUILDING AND MAINTENANCE OF PEDESTRIAN BRIDGE | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROLAND NORTHERN BRIDGE COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $27,536 | InvolvedAmt |
| Method Of Amount Determination | COST METHOD | MethodOfAmountDeterminationTxt |