CONSERVE SCHOOL CORPORATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CONSERVE SCHOOL CORPORATION (EIN 36-4140938)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-12-17
- IRS object ID
- 201933519349301018
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-17T16:37:48-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 364140938 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSERVE SCHOOL CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 7155471300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 NORTH BLACK OAK LAKE ROAD | AddressLine1Txt |
| City | LAND O LAKES | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEFAN K ANDERSON | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 7155471300 | PhoneNum |
| Signature | 2019-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2019-12-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.82.115 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-17 | IPDt |
| IP Tm | 13:55:48 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 793A1E00ACF041F16FD41A7A782950CAF62641F6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEFAN K ANDERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 NORTH BLACK OAK LAKE ROAD | AddressLine1Txt |
| City | LAND O LAKES | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,306,623 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CONSERVESCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | CONSERVE SCHOOL INSPIRES YOUNG PEOPLE TO ENVIRONMENTAL STEWARDSHIP THROUGH ACADEMICS AND ENGAGEMENT WITH THE FORESTS, LAKES, AND WILDLIFE OF LOWENWOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,814,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,540,297 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,974,800 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,049,200 | CYProgramServiceRevenueAmt |
| PY Investment Income | $314,427 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,514,851 | CYInvestmentIncomeAmt |
| PY Other Revenue | $85,803 | PYOtherRevenueAmt |
| CY Other Revenue | $69,794 | CYOtherRevenueAmt |
| PY Total Revenue | $8,189,030 | PYTotalRevenueAmt |
| CY Total Revenue | $9,174,142 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,950,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,805,453 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,953,705 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,087,152 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,499,888 | PYOtherExpensesAmt |
| CY Other Expenses | $4,505,635 | CYOtherExpensesAmt |
| PY Total Expenses | $9,403,593 | PYTotalExpensesAmt |
| CY Total Expenses | $9,398,240 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,214,563 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$224,098 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,697,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,782,967 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $420,619 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $580,653 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,276,630 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,202,314 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CONSERVE SCHOOL INSPIRES YOUNG PEOPLE TO ENVIRONMENTAL STEWARDSHIP THROUGH ACADEMICS AND ENGAGEMENT WITH THE FORESTS, LAKES, AND WILDLIFE OF LOWENWOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,494,986 | ExpenseAmt |
| Grant | $2,805,453 | GrantAmt |
| Revenue | $3,049,200 | RevenueAmt |
| Desc | CONSERVE SCHOOL CORPORATION WAS ESTABLISHED ON JANUARY 6, 1997 TO ADMINISTER THE CONSERVE SCHOOL, A NONSECTARIAN RESIDENTIAL SEMESTER SCHOOL FOR PRIMARILY HIGH SCHOOL JUNIORS WHO FEEL A STRONG ATTACHMENT TO THE NATURAL WORLD AND WHO ARE MOTIVATED TO CONSERVE IT. THE MISSION OF THE CONSERVE SCHOOL IS TO INSPIRE YOUNG PEOPLE TO ENVIRONMENTAL STEWARDSHIP THROUGH ACADEMICS AND ENGAGEMENT WITH THE FORESTS, LAKES, AND WILDLIFE OF LOWENWOOD. THE PROGRAM INTERWEAVES COLLEGE PREPARATORY ACADEMICS WITH THE STUDY OF ENVIRONMENTAL HISTORY, NATURAL LITERATURE AND THE SCIENCE OF CONSERVATION, ENVIRONMENTAL SERVICE WORK, EXPLORATION OF CAREERS RELATED TO CONSERVATION, TRAINING IN TEAMWORK AND LEADERSHIP AND ENGAGEMENT WITH THE OUTDOORS. CONSERVE SCHOOL IS ACCREDITED BY THE NORTH CENTRAL ASSOCIATION COMMISSION ON ACCREDITATION AND SCHOOL IMPROVEMENT, AN ACCREDITATION DIVISION OF ADVANCED. | Desc |
| Total Program Service Expenses | $8,494,986 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | Yes (1) | 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 | 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 | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 58 | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA PIETILA CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7155471337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CONSERVE SCHOOL 5400 N BLACK OAK | AddressLine1Txt |
| City | LAND O LAKES | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54540 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN BUXTON | ||||||
| MANAGING TRUSTEE, CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM DICKE II | ||||||
| TRUSTEE, CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS BAKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS O'NEILL | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM A OSBORN | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TODD PARCHMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARRRY RICHTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES G SCHACHT | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS C SULLIVAN JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEFAN K ANDERSON | ||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $215,509 | $0 | $35,560 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $215,509 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $35,560 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SODEXO INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 360170 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152516170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CAMPUS & DINING SERVICES | ServicesDesc |
| Compensation | $1,205,884 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,540,297 | AllOtherContributionsAmt |
| Total Contributions | $4,540,297 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $3,049,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,049,200 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,049,200 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,938 | TotalRevenueColumnAmt |
| Exclusion | $231,938 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,405,031 | SecuritiesAmt |
| Other | $10,363 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,132,481 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,272,550 | SecuritiesAmt |
| Other | $10,363 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,282,913 | TotalRevenueColumnAmt |
| Exclusion | $1,282,913 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EVENT AND FACILITY | Desc |
| Business | 812900 | BusinessCd |
| Total Revenue Column | $69,794 | TotalRevenueColumnAmt |
| Exclusion | $69,794 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $69,794 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,174,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,049,200 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,584,645 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,805,453 | TotalAmt |
| Program Services | $2,805,453 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,069 | TotalAmt |
| Program Services | $251,069 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350,185 | TotalAmt |
| Program Services | $1,088,455 | ProgramServicesAmt |
| Management And General | $261,730 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,356 | TotalAmt |
| Program Services | $52,638 | ProgramServicesAmt |
| Management And General | $24,718 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,523 | TotalAmt |
| Program Services | $209,979 | ProgramServicesAmt |
| Management And General | $89,544 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,019 | TotalAmt |
| Program Services | $77,946 | ProgramServicesAmt |
| Management And General | $31,073 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,100 | TotalAmt |
| Program Services | $7,290 | ProgramServicesAmt |
| Management And General | $810 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,610 | TotalAmt |
| Program Services | $23,949 | ProgramServicesAmt |
| Management And General | $2,661 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,702 | TotalAmt |
| Management And General | $50,702 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,172 | TotalAmt |
| Program Services | $39,755 | ProgramServicesAmt |
| Management And General | $4,417 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,479 | TotalAmt |
| Program Services | $107,531 | ProgramServicesAmt |
| Management And General | $11,948 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,791 | TotalAmt |
| Program Services | $161,812 | ProgramServicesAmt |
| Management And General | $17,979 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,302 | TotalAmt |
| Program Services | $20,972 | ProgramServicesAmt |
| Management And General | $2,330 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,632 | TotalAmt |
| Program Services | $280,469 | ProgramServicesAmt |
| Management And General | $31,163 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,499 | TotalAmt |
| Program Services | $24,749 | ProgramServicesAmt |
| Management And General | $2,750 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,564 | TotalAmt |
| Program Services | $16,708 | ProgramServicesAmt |
| Management And General | $1,856 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,862 | TotalAmt |
| Program Services | $1,676 | ProgramServicesAmt |
| Management And General | $186 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,545,750 | TotalAmt |
| Program Services | $1,391,175 | ProgramServicesAmt |
| Management And General | $154,575 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,548 | TotalAmt |
| Program Services | $464,893 | ProgramServicesAmt |
| Management And General | $51,655 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FACILITY SERVICE | $787,415 | $708,673 | $78,742 |
| FOOD SERVICE | $426,240 | $383,616 | $42,624 |
| EQUIPMENT EXPENSE | $198,460 | $178,614 | $19,846 |
| MISCELLANEOUS | $166,378 | $149,746 | $16,632 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,131 | TotalAmt |
| Program Services | $47,818 | ProgramServicesAmt |
| Management And General | $5,313 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,398,240 | TotalAmt |
| Program Services | $8,494,986 | ProgramServicesAmt |
| Management And General | $903,254 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,263 | BOYAmt |
| EOY | $8,879 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,311 | BOYAmt |
| EOY | $182,179 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,477 | BOYAmt |
| EOY | $19,875 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,528 | BOYAmt |
| EOY | $52,601 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $67,761,805 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,807,137 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,342,554 | BOYAmt |
| EOY | $31,954,668 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,914,944 | BOYAmt |
| EOY | $12,474,776 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,172 | BOYAmt |
| EOY | $89,989 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,697,249 | BOYAmt |
| EOY | $44,782,967 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,677 | BOYAmt |
| EOY | $292,777 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,620 | BOYAmt |
| EOY | $266,656 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,322 | BOYAmt |
| EOY | $21,220 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,619 | BOYAmt |
| EOY | $580,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,428,830 | BOYAmt |
| EOY | $34,354,514 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,847,800 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,847,800 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,276,630 | BOYAmt |
| EOY | $44,202,314 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,697,249 | BOYAmt |
| EOY | $44,782,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$224,098 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$850,218 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,993,207 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $680,334 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $44,443 | AdministrativeExpensesAmt |
| End Year Balance | $12,629,098 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,325,078 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $712,128 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $43,999 | AdministrativeExpensesAmt |
| End Year Balance | $11,993,207 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,313,131 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,045,376 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $33,429 | AdministrativeExpensesAmt |
| End Year Balance | $11,325,078 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,692,793 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$342,298 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $37,364 | AdministrativeExpensesAmt |
| End Year Balance | $10,313,131 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,614,330 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $115,044 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $36,581 | AdministrativeExpensesAmt |
| End Year Balance | $10,692,793 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $827,928 | OtherCostOrOtherBasisAmt |
| Book Value | $827,928 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,851,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,105,169 | DepreciationAmt |
| Book Value | $30,746,613 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,038,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,687,985 | DepreciationAmt |
| Book Value | $350,439 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,043,671 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,013,983 | DepreciationAmt |
| Book Value | $29,688 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,954,668 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,470,460 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$850,218 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,691 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$847,527 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,317,987 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $50,702 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,805,453 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,856,155 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,174,142 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,544,776 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,691 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $2,691 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,542,085 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $50,702 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,805,453 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,856,155 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,398,240 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | FUNDS ARE UTILIZED TO PROVIDE SCHOLARSHIPS FOR STUDENTS AND TO COVER ADMINISTRATIVE COSTS ASSOCIATED WITH THE SCHOLARSHIP PROGRAM. |
| PART X, LINE 2: | THE CORPORATION HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE U.S. INTERNAL REVENUE CODE, AND AS A SCHOOL WITHIN THE MEANING OF SECTIONS 509(A)(1) AND 170 (B)(1)(A)(II) OF THE CODE. ACCORDINGLY, THE CORPORATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES WAS MADE AS THE CORPORATION HAS HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME. THE CORPORATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2019 AND 2018. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP AND MERIT AID 2,805,453. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP AND MERIT AID 2,805,453. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN LOCAL AND REGIONAL NEWSPAPERS, ON THE SCHOOL'S WEBSITE, IN THE SCHOOL'S VIEW BOOK AND IN BROCHURES THAT ARE MADE AVAILABLE TO THE PUBLIC. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| PROGRAM SCHOLARSHIP | 121 | $1,225,000 |
| FINANCIAL AID | 114 | $1,580,453 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CONSERVE SCHOOL SEMESTER STUDENTS CURRENTLY RECEIVE $10,000 LOWENSTINE HONORS SCHOLARSHIPS AND NEED BASED FINANCIAL AID. THIS IS TRACKED IN THE ADMISSIONS AND BUSINESS OFFICES. CONTROLLER MAINTAINS A RECORD OF STUDENT'S INFORMATION ON HARDCOPY AND IN EXCEL IN THE BUSINESS OFFICE. THIS ALLOWS THE SCHOOL TO KEEP TRACK OF EACH STUDENT'S SCHOLARSHIP AMOUNT. THE ADMISSIONS OFFICE USES POWERSCHOOL, EXCEL AND WORD TO MAINTAIN RECORDS AND PROVIDE HARDCOPY PRINTOUTS OF THE ENROLLMENT CONTRACTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEFAN K ANDERSON | PersonNm |
| Title | HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $165,069 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $40,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $10,440 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,719 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $24,841 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $251,069 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE CONSERVE SCHOOL CORPORATION PROVIDES HOUSING TO THOSE EMPLOYEES DEEMED CRITICAL TO THE SAFETY AND SUPERVISON OF THE STUDENTS AND TO PROVIDE QUICK RESPONSE TO EMERGENCY AND SAFETY ISSUES WHICH MAY ARISE ON A TWENTY-FOUR HOUR BASIS. THIS POLICY REFLECTS AND ADHERES TO THE REQUIREMENTS OF SECTION 119 OF THE INTERNAL REVENUE CODE OF 1986. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BOARD DISCUSSED AMENDING THE CORPORATION BYLAWS TO LOWER THE QUORUM AND VOTING REQUIREMENTS FOR MEMBERS AND DIRECTORS TO TAKE ACTION AT A MEETING. BYLAWS REQUIRED 80% OF THE DIRECTORS TO BE PRESENT FOR A QUORUM AND AN AFFIRMATIVE VOTE OF 80% OF THE VOTING DIRECTORS TO TAKE ACTION. THE SAME APPLIED TO ACTION BY THE MEMBERS OF THE CORPORATION. THE BOARD PROPOSED AMENDING THE CORPORATION BYLAWS SO THAT TWO-THIRDS (2/3) OF THE MEMBERS PRESENT WOULD CONSTITUTE A QUORUM AND THAT AN AFFIRMATIVE VOTE OF TWO-THIRDS (2/3) OF THE MEMBERS PRESENT AT A MEETING WOULD BE SUFFICIENT TO TAKE ACTION. THE BOARD PROPOSED THE SAME QUORUM AND VOTING REQUIREMENTS FOR THE DIRECTORS TO TAKE ACTION. A MOTION TO AMEND THE BYLAWS AS SET FORTH ABOVE WAS MADE AND APPROVED. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE SCHOOL'S CONTROLLER AND REVIEWED BY THE MANAGING TRUSTEE OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH OF THE SCHOOL'S DIRECTORS, OFFICERS, COMMITTEE MEMBERS AND EMPLOYEES HAVE THE CONTINUING, AFFIRMATIVE DUTY TO REPORT ANY PERSONAL OWNERSHIP, INTEREST OR OTHER RELATIONSHIP THAT MIGHT AFFECT HIS OR HER ABILITY TO EXERCISE IMPARTIAL, ETHICAL AND BUSINESS-BASED JUDGMENTS IN FULFILLING RESPONSIBILITIES TO THE SCHOOL. THE BOARD MAY REQUIRE THE SCHOOL'S DIRECTORS, OFFICERS, COMMITTEE MEMBERS OR EMPLOYEES TO COMPLETE ANNUALLY (OR AS OTHERWISE SCHEDULED BY THE BOARD) A DISCLOSURE STATEMENT REGARDING ANY CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | HEAD OF SCHOOL: THE HEAD OF SCHOOL'S SALARY IS REVIEWED ANNUALLY BY THE SCHOOL'S BOARD OF DIRECTORS. THE BOARD USES AS A BENCHMARK COMPARABLE COMPENSATION DATA AVAILABLE FROM NAIS AND GUIDESTAR. THE BOARD TAKES INTO CONSIDERATION THE MUTUALLY AGREED UPON GOALS AND OBJECTIVES ESTABLISHED FOR THE HEAD OF SCHOOL AND DETERMINES THE LEVEL OF COMPENSATION APPROPRIATE FOR THE HEAD OF SCHOOL FOR THE COMING YEAR. THE PROCESS WAS UNDERTAKEN IN JUNE, 2018. THE SALARIES OF THE DIRECTORS ARE REVIEWED ANNUALLY BY THE SCHOOL'S HEAD OF SCHOOL. THE HEAD OF SCHOOL USES AS A BENCHMARK COMPARABLE COMPENSATION DATA AVAILABLE FROM NAIS. THE HEAD OF SCHOOL TAKES INTO CONSIDERATION THE MUTUALLY AGREED UPON GOALS AND OBJECTIVES ESTABLISHED FOR THE DIRECTORS AND DETERMINES THE LEVEL OF COMPENSATION APPROPRIATE FOR THE COMING YEAR. THE PROCESS WAS LAST UNDERTAKEN IN FEBRUARY, 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONSERVE SCHOOL CORPORATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 12C | NO CHANGES HAVE BEEN MADE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSERVE SCHOOL TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 N BLACK OAK LAKE RD | AddressLine1Txt |
| City | LAND O LAKES | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367151617 | EIN |
| Primary Activities | PROVIDE FUNDING TO ASSIST IN THE OPERATION OF THE CONSERVE SCHOOL CORP. | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 510(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12B, TYPE II | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES R LOWENSTINE CEMETERY TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 N BLACK OAK LAKE RD | AddressLine1Txt |
| City | LAND O LAKES | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367155509 | EIN |
| Primary Activities | MAINTAIN BURIAL PLOTS | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| 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 | Yes (1) | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSERVE SCHOOL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $4,480,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |