EPISCOPAL DIVINITY SCHOOL: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL DIVINITY SCHOOL (EIN 04-2105768)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-14
- IRS object ID
- 202031979349300703
- Schema version
- 2018v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T23:43:09-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL DIVINITY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPIS | BusinessNameControlTxt |
| Phone | 2122801418 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 BROADWAY AT 121ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK MILIOTTO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2122801418 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.199.170.159 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 17:24:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5986EA02A50E5C1C2A76B2DCE64E771EF2BE8307 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KELLY BROWN DOUGLAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 BROADWAY AT 121ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $64,654,743 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1867 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATION OF PERSONS FOR POSITIONS OF LEADERSHIP IN THE CHRISTIAN DENOMINATIONS, AND PARTICULARLY THE EPISCOPAL CHURCH, AND FOR THE MINISTRY THEREOF. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,100,598 | PYContributionsGrantsAmt |
| CY Contributions Grants | $498,226 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,134,048 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,696,506 | CYInvestmentIncomeAmt |
| PY Other Revenue | $102,495 | PYOtherRevenueAmt |
| CY Other Revenue | $349,463 | CYOtherRevenueAmt |
| PY Total Revenue | $4,337,141 | PYTotalRevenueAmt |
| CY Total Revenue | $21,544,195 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $310,201 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $165,148 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $339,921 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | -$8,737 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,979,274 | PYOtherExpensesAmt |
| CY Other Expenses | $2,616,252 | CYOtherExpensesAmt |
| PY Total Expenses | $3,629,396 | PYTotalExpensesAmt |
| CY Total Expenses | $2,772,663 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $707,745 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,771,532 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,537,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,313,671 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,076,205 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,339,786 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,461,789 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $82,973,885 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EDUCATION OF PERSONS FOR POSITIONS OF LEADERSHIP IN THE CHRISTIAN DENOMINATIONS, AND PARTICULARLY THE EPISCOPAL CHURCH, AND FOR THE MINISTRY THEREOF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $165,985 | ExpenseAmt |
| Grant | $165,148 | GrantAmt |
| Desc | EPISCOPAL THEOLOGICAL SEMINARY WAS ESTABLISHED IN 1867, AND IN 1974 RESTATED ITS ARTICLES OF ORGANIZATION TO CHANGE ITS NAME TO EPISCOPAL DIVINITY SCHOOL UPON ITS MERGER WITH PHILADELPHIA DIVINITY SCHOOL. THE PURPOSE OF THE SCHOOL IS TO EDUCATE LAY AND ORDAINED LEADERS FOR CHRIST'S CHURCH AND FOR THE WORLD WHO SERVE AND ADVANCE GOD'S MISSION OF JUSTICE, COMPASSION, AND RECONCILIATION. THE SCHOOL'S BOARD OF TRUSTEES VOTED ON JULY 21, 2016 TO CEASE GRANTING DEGREES AFTER THE 2016-2017 ACADEMIC YEAR. THE SCHOOL ENTERED INTO AN AFFILIATION AGREEMENT, EFFECTIVE JULY 1, 2017, WITH UNION THEOLOGICAL SEMINARY (UNION). UNION IS A SEMINARY AND A GRADUATE SCHOOL OF THEOLOGY IN NEW YORK CITY. THE AFFILIATION AGREEMENT HAS AN INITIAL TERM THROUGH JUNE 30, 2028, AND ALLOWS FOR RENEWALS FOR SUCCESSIVE TEN-YEAR PERIODS. THE AFFILIATION AGREEMENT PROVIDES FOR THE ESTABLISHMENT OF A PROGRAM AT UNION ENTITLED EPISCOPAL DIVINITY SCHOOL AT UNION THEOLOGICAL SEMINARY (THE PROGRAM). STUDENTS WHO ENROLL IN THE PROGRAM AT UNION WILL EARN GRADUATE DEGREES FROM UNION AND ALSO FULFILL REQUIREMENTS FOR ORDINATION IN THE EPISCOPAL CHURCH. | Desc |
| Total Program Service Expenses | $165,985 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | TaxExemptBondsInd |
| 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YULIA IVANOVA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122801418 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3041 BROADWAY AT 121ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| THE CANON DR BONNIE ANDERSON | |||||||
| PRESIDENT/CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR J RALPH COLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE REV DR KAREN COLEMAN | |||||||
| TRUSTEE (UNTIL 10/30/2018) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE REV DR ROBERT L GRIFFIN | |||||||
| TRUSTEE (UNTIL 11/1/2018) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE VERY REV GARY HALL PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER HOLDING ESQ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE REV PHILLIP A JACKSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS KAY KRAMER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA MATHIS ESQ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MARK MILIOTTO | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR EDWARD NILSSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE RT REV JOHN RABB | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE REV WARREN RADTKE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DENNIS STARK | |||||||
| TRUSTEE (UNTIL 11/1/2018) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE REV CANON DR ROBERT STEELE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE REV CANON DR GREGORY STRAUB | |||||||
| VICE CHAIR AND SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VERY REV KELLY BROWN DOUGLAS | |||||||
| DEAN | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MS MALAIKA K KAMUNANWIRE | |||||||
| TRUSTEE (FROM 11/1/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE REV J SIERRA REYES | |||||||
| TRUSTEE (FROM 11/1/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE REV CHARLES WYNDER JR | |||||||
| TRUSTEE (FROM 11/1/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA BAUER-LEVESQUE | |||||||
| FORMER PROFESSOR | 0.00 | $175,642 | $0 | $11,506 | Yes (X) | ||
| PUI LAN KWOK | |||||||
| FORMER PROFESSOR | 0.00 | $135,974 | $0 | $18,276 | Yes (X) | ||
| JOANNE K MANNING | |||||||
| FORMER DIRECTOR OF BUSINESS SERVICES | 0.00 | $122,156 | $0 | $18,276 | Yes (X) | ||
| SAMARIA A STALLINGS | |||||||
| FORMER DIR. OF HUMAN RESOURCES | 0.00 | $119,273 | $0 | $20,004 | Yes (X) | ||
| LAWRENCE M WILLS | |||||||
| FORMER PROFESSOR | 0.00 | $135,974 | $0 | $20,328 | Yes (X) | ||
| AURA A FLUET | |||||||
| FORMER SENIOR ASSISTANT DIRECTOR | 0.00 | $101,204 | $0 | $6,952 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $790,223 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $95,342 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNION THEOLOGICAL SEMINARY | |||||
| 3041 BROADWAY | NEW YORK | NY | 10027 | UTS PROGRAM FEES | $1,413,589 |
| LOCKE LORD LLP | |||||
| PO BOX 301170 | DALLAS | TX | 753031170 | LEGAL SERVICES | $328,561 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 412015 | BOSTON | MA | 022412015 | CONSULTING SERVICES | $266,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $498,226 | AllOtherContributionsAmt |
| Total Contributions | $498,226 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $629,988 | TotalRevenueColumnAmt |
| Exclusion | $629,988 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $310,735 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $310,735 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $310,735 | TotalRevenueColumnAmt |
| Exclusion | $310,735 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,939,771 | SecuritiesAmt |
| Other | $24,237,295 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,941,117 | SecuritiesAmt |
| Other | $4,169,431 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,346 | SecuritiesAmt |
| Other | $20,067,864 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,066,518 | TotalRevenueColumnAmt |
| Exclusion | $20,066,518 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $38,728 | TotalRevenueColumnAmt |
| Exclusion | $38,728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,728 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,544,195 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,045,969 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,148 | TotalAmt |
| Program Services | $165,148 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$12,428 | TotalAmt |
| Management And General | -$12,428 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,375 | TotalAmt |
| Management And General | $3,375 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316 | TotalAmt |
| Management And General | $316 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,092 | TotalAmt |
| Management And General | $229,092 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,721 | TotalAmt |
| Management And General | $21,721 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,000 | TotalAmt |
| Management And General | $175,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,216 | TotalAmt |
| Management And General | $461,216 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,521 | TotalAmt |
| Management And General | $6,521 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,678 | TotalAmt |
| Management And General | $17,678 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,725 | TotalAmt |
| Management And General | $21,725 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,376 | TotalAmt |
| Management And General | $38,376 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,264 | TotalAmt |
| Management And General | $1,264 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,421 | TotalAmt |
| Management And General | $9,421 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,536 | TotalAmt |
| Management And General | $18,536 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,703 | TotalAmt |
| Management And General | $25,703 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| UNION PROGRAM EXPENSE | $1,583,717 | $1,583,717 |
| MEALS | $2,496 | $2,496 |
| BANK CHARGES | $1,218 | $1,218 |
| DUES & SUBSCRIPTIONS | $255 | $255 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,313 | TotalAmt |
| Program Services | $837 | ProgramServicesAmt |
| Management And General | $1,476 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,772,663 | TotalAmt |
| Program Services | $165,985 | ProgramServicesAmt |
| Management And General | $2,606,678 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,844,444 | BOYAmt |
| EOY | $1,439,562 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,302 | BOYAmt |
| EOY | $15,080,320 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $41,697 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,377 | BOYAmt |
| EOY | $8,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,335,432 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,286,403 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,236,996 | BOYAmt |
| EOY | $49,029 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,249,149 | BOYAmt |
| EOY | $18,670,655 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,042,726 | BOYAmt |
| EOY | $48,202,813 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,820,695 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,537,994 | BOYAmt |
| EOY | $87,313,671 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,579,090 | BOYAmt |
| EOY | $613,785 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,726,001 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,497,115 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,076,205 | BOYAmt |
| EOY | $4,339,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,180,870 | BOYAmt |
| EOY | $47,286,765 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,628,496 | BOYAmt |
| EOY | $8,933,281 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,652,423 | BOYAmt |
| EOY | $26,753,839 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,461,789 | BOYAmt |
| EOY | $82,973,885 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,537,994 | BOYAmt |
| EOY | $87,313,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,771,532 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,671,076 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $69,488 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $713,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $539,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $275,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,100,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $498,226 | CurrentTaxYearAmt |
| Total | $3,127,945 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $713,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $539,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $275,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,100,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $498,226 | CurrentTaxYearAmt |
| Total | $3,127,945 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $806,195 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,321,750 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $625,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $513,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $491,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $940,723 | CurrentTaxYearAmt |
| Total | $2,571,520 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $235,049 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201,710 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $154,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,728 | CurrentTaxYearAmt |
| Total | $708,066 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,407,531 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,494,945 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.36230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,042,092 | BeginningYearBalanceAmt |
| Contributions | $12,072,625 | ContributionsAmt |
| Investment Earnings Or Losses | $2,198,200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,800,395 | OtherExpendituresAmt |
| End Year Balance | $65,512,522 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,481,846 | BeginningYearBalanceAmt |
| Contributions | $945,333 | ContributionsAmt |
| Investment Earnings Or Losses | $4,148,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,533,177 | OtherExpendituresAmt |
| End Year Balance | $55,042,092 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,918,452 | BeginningYearBalanceAmt |
| Contributions | $68,880 | ContributionsAmt |
| Investment Earnings Or Losses | $7,265,554 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $29,250 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,741,790 | OtherExpendituresAmt |
| End Year Balance | $56,481,846 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,395,299 | BeginningYearBalanceAmt |
| Contributions | $162,043 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,159,334 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,479,556 | OtherExpendituresAmt |
| End Year Balance | $54,918,452 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,867,535 | BeginningYearBalanceAmt |
| Contributions | $202,454 | ContributionsAmt |
| Investment Earnings Or Losses | -$796,069 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,878,621 | OtherExpendituresAmt |
| End Year Balance | $62,395,299 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.51530 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35320 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13150 | 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 | $1,334,252 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,286,157 | DepreciationAmt |
| Book Value | $48,095 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,180 | OtherCostOrOtherBasisAmt |
| Depreciation | $246 | DepreciationAmt |
| Book Value | $934 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,029 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INTERNATIONAL EQUITY | $15,697,184 | F |
| DOMESTIC EQUITY | $3,431,937 | F |
| ALTERNATIVE INVESTMENTS | $29,073,692 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $48,202,813 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,284,759 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,671,076 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $69,488 | OtherRevenueAmt |
| Revenue Not Reported | $1,740,564 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,544,195 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,544,195 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,772,663 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,772,663 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,772,663 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE SCHOOL MAINTAINED AND PRESERVED THE FOLLOWING ITEMS FOR PUBLIC DISPLAY: THE CHRIST ON MT. OF OLIVES STATUE, ALLAN CRITE PAINTING COLLECTION, THE BRAMBLE BUSH SCULPTURE, THE PHILADELPHIA CROSS, AND A FEW OTHER MISCELLANEOUS COLLECTION OF ART. |
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENTS OF THE SCHOOL IS TO SUPPORT THE OPERATIONS OF THE SCHOOL IN FURTHERANCE OF ITS MISSION. |
| PART X, LINE 2: | THE SCHOOL IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE SCHOOL IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME, IF ANY. THE SCHOOL FOLLOWS FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THAT THE SCHOOL HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 72,451. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -2,963. |
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 | SCHOLARSHIPS (TUITION, HOUSING AND TRANSPORTATION SUPPORT) | GrantTypeTxt |
| Recipient | 19 | RecipientCnt |
| Cash Grant | $165,148 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ON THE SCHOLARSHIPS TO STUDENTS, IN ORDER TO RECEIVE SCHOLARSHIP SUPPORT, STUDENTS MUST BE ENROLLED AT QUALIFYING INSTITUTIONS, AND THOSE INSTITUTIONS CONFIRM THE RECIPIENTS' ENROLLMENT TO EDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANGELA BAUER-LEVESQUE | ||||||||||||||
| FORMER PROFESSOR | $0 | $0 | $0 | $0 | $175,642 | $0 | $0 | $0 | $11,506 | $0 | $187,148 | $0 | $0 | $0 |
| PUI LAN KWOK | ||||||||||||||
| FORMER PROFESSOR | $0 | $0 | $0 | $0 | $135,974 | $0 | $0 | $0 | $18,276 | $0 | $154,250 | $0 | $0 | $0 |
| JOANNE K MANNING | ||||||||||||||
| FORMER DIRECTOR OF BUSINESS SERVICES | $2,883 | $0 | $0 | $0 | $119,273 | $0 | $0 | $0 | $18,276 | $0 | $140,432 | $0 | $0 | $0 |
| SAMARIA A STALLINGS | ||||||||||||||
| FORMER DIR. OF HUMAN RESOURCES | $0 | $0 | $0 | $0 | $119,273 | $0 | $0 | $0 | $20,004 | $0 | $139,277 | $0 | $0 | $0 |
| LAWRENCE M WILLS | ||||||||||||||
| FORMER PROFESSOR | $0 | $0 | $0 | $0 | $135,974 | $0 | $0 | $0 | $20,328 | $0 | $156,302 | $0 | $0 | $0 |
| AURA A FLUET | ||||||||||||||
| FORMER SENIOR ASSISTANT DIRECTOR | $8,371 | $0 | $0 | $0 | $92,833 | $0 | $0 | $0 | $6,952 | $0 | $108,156 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR THERE WERE SEVERANCE PAYMENTS MADE TO ALL THE INDIVIDUALS LISTED IN PART VII, SECTION A. ALL AMOUNTS PAID HAVE BEEN REPORTED ON FORM W-2 AS TAXABLE INCOME AND ARE PROPERLY DISCLOSED IN PART VII, AND SCHEDULE J PART II AS REQUIRED BY THE INSTRUCTIONS TO FORM 990 AND SCHEDULE J. THE TERMS AND CONDITIONS OF SUCH AGREEMENTS WILL BE MADE AVAILABLE TO THE IRS UPON ITS REQUEST. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE IS CURRENTLY NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE DRAFT FORM 990 IS ALSO SENT TO EACH TRUSTEE VIA EMAIL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BY ITS BY-LAWS, THE BOARD OF TRUSTEES OF THE EPISCOPAL DIVINITY SCHOOL HAS ITS COMMITTEE ON TRUSTEESHIP ANNUALLY ASK MEMBER TO COMPLETE A CONFLICT OF INTEREST STATEMENT, AND IS CHARGED TO REVIEW THE PROCESS AND BRING TO THE BOARD'S ATTENTION ANY ISSUES THAT ARISE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC VIA THE SCHOOL'S AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITES. THE SCHOOL'S FORM 990 WITHOUT SCHEDULE B IS AVAILABLE TO THE GENERAL PUBLIC VIA GUIDESTAR'S AND THE MASSACHUSETT ATTORNEY GENERAL'S WEBSITES. THE SCHOOL'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE GENERAL PUBLIC. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 72,451. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -2,963. |