WOODWARD ACADEMY INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WOODWARD ACADEMY INC (EIN 58-0625584)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-01-31
- IRS object ID
- 201920319349300247
- Schema version
- 2017v2.3
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-31T15:49:40-06:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1075 PEACHTREE STREET NE SUITE 2200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580625584 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODWARD ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 4047654023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1662 RUGBY AVENUE | AddressLine1Txt |
| City | COLLEGE PARK | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303372199 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUISE D MANN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4047654023 | PhoneNum |
| Signature | 2019-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 4042090954 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.142.98.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-28 | IPDt |
| IP Tm | 10:14:53 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD599411CA67C01A8C655E16E324A2C80E9016E3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LOUISE D MANN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1662 RUGBY AVENUE | AddressLine1Txt |
| City | COLLEGE PARK | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303372199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $144,993,744 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WOODWARD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1900 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | WOODWARD ACADEMY PROVIDES COLLEGE PREPARATORY EDUCATION FOR STUDENTS IN PRE-K THROUGH GRADE 12 | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1005 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | -$10,508 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$10,508 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,987,037 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,667,046 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $71,752,123 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $73,819,423 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,982,734 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,323,668 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$124,782 | PYOtherRevenueAmt |
| CY Other Revenue | $289,046 | CYOtherRevenueAmt |
| PY Total Revenue | $78,597,112 | PYTotalRevenueAmt |
| CY Total Revenue | $95,099,183 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,651,930 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,411,959 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,762,498 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $49,483,360 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $11,250 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $143,365 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,665,014 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,951,884 | PYOtherExpensesAmt |
| CY Other Expenses | $26,955,071 | CYOtherExpensesAmt |
| PY Total Expenses | $79,377,562 | PYTotalExpensesAmt |
| CY Total Expenses | $83,993,755 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$780,450 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,105,428 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $297,433,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $305,367,283 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $119,672,459 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $118,455,583 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $177,761,040 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $186,911,700 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WOODWARD ACADEMY COMBINES THE PROUD TRADITIONS OF ATLANTA'S OLDEST COLLEGE-PREPARATORY SCHOOL WITH AN INNOVATIVE, CHALLENGING AND WELL-ROUNDED EDUCATIONAL EXPERIENCE. IN A BROADLY DIVERSE AND CARING COMMUNITY, WOODWARD EMBRACES THE UNIQUENESS OF EACH INDIVIDUAL. GUIDED BY OUR CORE VALUES OF EXCELLENCE, CHARACTER AND OPPORTUNITY, WE CHAMPION STUDENT SUCCESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $74,297,528 | ExpenseAmt |
| Grant | $7,411,959 | GrantAmt |
| Revenue | $73,819,423 | RevenueAmt |
| Desc | PROVIDED COLLEGE PREPARATORY EDUCATION FOR STUDENTS IN PRESCHOOL THROUGH GRADE TWELVE (APPROXIMATELY 2,700 STUDENTS) | Desc |
| Total Program Service Expenses | $74,297,528 | 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 |
| 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 200 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1005 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISE D MANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4047654023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1662 RUGBY AVENUE | AddressLine1Txt |
| City | COLLEGE PARK | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303372119 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MR ROBERT E BOWERS | |||||||||
| CHAIRMAN | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR J RUSSELL WELCH | |||||||||
| VICE CHAIRMAN | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MS MADELYN R ADAMS | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR GERALD R BENJAMIN | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR RONALD M BRILL | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MASON L CARDWELL | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR ALFRED J COLE | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR CLARENCE DAVIS | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR A ADAIR DICKERSON JR | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MICHAEL S DRUCKER | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR XAVIER A DURALDE | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR NANCY H GALLUPS | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MRS JO CRANFORD HODGES | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR BEN F JOHNSON III | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR IAN LLOYD-JONES | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS TAMARA R JONES | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR GREG SELIG LEWIS | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR BRAD MARSH | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR GENE W MILNER JR | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS MARY S MOORE | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CARLOS S MORENO | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR GEORGE S MORGAN SR | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MRS BELINDA MJ MORRIS | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MRS MARIE L NYGREN | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR TIM A O'BRIEN | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MRS VICKI R PALMER | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR DEEPAK RAGHAVAN | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JOHN D RANDOLPH | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR STEPHEN E ROBERTS | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MITESH SHAH | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR SHI SHAILENDRA | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR S ANDREW SULLIVAN | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JAMES E SUTHERLAND | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR F STUART GULLEY | |||||||||
| PRESIDENT | 39.00 | 1.00 | Yes (X) | $507,337 | $0 | $89,143 | |||
| MS KELLY SANDERSON | |||||||||
| VICE PRESIDENT FOR FINANCE & ADMINISTRATION | 25.00 | 15.00 | Yes (X) | $227,154 | $0 | $25,299 | |||
| MR ROBERT HAWKS | |||||||||
| VICE PRESIDENT | 40.00 | $342,431 | $0 | $33,105 | Yes (X) | ||||
| DR CHRIS FREER | |||||||||
| VICE PRESIDENT | 40.00 | $223,713 | $0 | $70,680 | Yes (X) | ||||
| MS MARCIA SPILLER | |||||||||
| VICE PRESIDENT | 40.00 | $287,415 | $0 | $87,755 | Yes (X) | ||||
| MS REBECCA ECKSTEIN | |||||||||
| VICE PRESIDENT | 40.00 | $250,065 | $0 | $20,768 | Yes (X) | ||||
| MR EDWIN NOTESTINE | |||||||||
| ADMINISTRATOR | 40.00 | $181,523 | $0 | $18,452 | Yes (X) | ||||
| MR LEE CONNER | |||||||||
| ADMINISTRATOR | 32.00 | 8.00 | $171,529 | $0 | $26,585 | Yes (X) | |||
| DR JOSE FERNANDEZ | |||||||||
| ADMINISTRATOR | 40.00 | $151,489 | $0 | $7,908 | Yes (X) | ||||
| MR DANA PHILLIPS | |||||||||
| ADMINISTRATOR | 40.00 | $143,733 | $0 | $29,790 | Yes (X) | ||||
| MR EDWARD RUTLEDGE | |||||||||
| ADMINISTRATOR | 40.00 | $181,652 | $0 | $18,353 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,668,041 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $427,838 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 44 | 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 |
|---|---|---|---|---|---|
| BRASFIELD & GORRIE LLC | |||||
| 3021 7TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | CONSTRUCTION | $1,327,128 |
| HANNAN CONSTRUCTION LLC | |||||
| 2700 CUMBERLAND PKWY STE 120 | ATLANTA | GA | 30339 | CONSTRUCTION | $572,751 |
| INTEGRA CONSTRUCTION | |||||
| 185 ALLEN ROAD STE 100 | ATLANTA | GA | 30328 | CONSTRUCTION | $393,944 |
| JIM WILLIAMSDBA DESIGNED INSTALLATIONS | |||||
| 215 STONE LEA DRIVE | OXFORD | GA | 30054 | CONSTRUCTION | $286,970 |
| TROPIC DESIGNS INC | |||||
| PO BOX 1546 | JONESBORO | GA | 30237 | FACILITIES/LANDSCAPE | $271,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,667,046 | AllOtherContributionsAmt |
| Noncash Contributions | $260,875 | NoncashContributionsAmt |
| Total Contributions | $5,667,046 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $70,975,145 | $70,975,145 |
| AUXILIARY ACTIVITIES | 900099 | $2,844,278 | $2,844,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $73,819,423 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,858,203 | TotalRevenueColumnAmt |
| Exclusion | $2,858,203 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $209,079 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $210,797 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,718 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,718 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$10,508 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,790 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,060,278 | SecuritiesAmt |
| Other | $17,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,600,708 | SecuritiesAmt |
| Other | $11,105 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,459,570 | SecuritiesAmt |
| Other | $5,895 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,465,465 | TotalRevenueColumnAmt |
| Exclusion | $12,465,465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $133,745 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $71,951 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,794 | TotalRevenueColumnAmt |
| Exclusion | $61,794 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| EASEMENT REVENUE | 531390 | $125,000 | $125,000 |
| REBATES/OTHER | 900099 | $73,970 | $73,970 |
| LIFE INSURANCE PROCEEDS | 900099 | $30,000 | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $228,970 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,099,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $73,819,423 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$10,508 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,623,222 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,681,408 | TotalAmt |
| Program Services | $1,681,408 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,730,551 | TotalAmt |
| Program Services | $5,730,551 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,520,479 | TotalAmt |
| Management And General | $1,639,614 | ManagementAndGeneralAmt |
| Fundraising | $880,865 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,838,793 | TotalAmt |
| Program Services | $34,368,361 | ProgramServicesAmt |
| Management And General | $1,794,089 | ManagementAndGeneralAmt |
| Fundraising | $676,343 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,774,007 | TotalAmt |
| Program Services | $1,584,554 | ProgramServicesAmt |
| Management And General | $126,170 | ManagementAndGeneralAmt |
| Fundraising | $63,283 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,482,184 | TotalAmt |
| Program Services | $4,961,853 | ProgramServicesAmt |
| Management And General | $346,525 | ManagementAndGeneralAmt |
| Fundraising | $173,806 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,867,897 | TotalAmt |
| Program Services | $2,561,624 | ProgramServicesAmt |
| Management And General | $203,969 | ManagementAndGeneralAmt |
| Fundraising | $102,304 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,584 | TotalAmt |
| Management And General | $253,584 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,319 | TotalAmt |
| Management And General | $84,319 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,365 | TotalAmt |
| Fundraising | $143,365 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,063 | TotalAmt |
| Management And General | $239,063 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,619 | TotalAmt |
| Management And General | $487,619 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,247,351 | TotalAmt |
| Program Services | $348,839 | ProgramServicesAmt |
| Management And General | $860,670 | ManagementAndGeneralAmt |
| Fundraising | $37,842 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,317 | TotalAmt |
| Program Services | $734,648 | ProgramServicesAmt |
| Management And General | $57,557 | ManagementAndGeneralAmt |
| Fundraising | $41,112 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,571,619 | TotalAmt |
| Program Services | $1,493,038 | ProgramServicesAmt |
| Management And General | $62,865 | ManagementAndGeneralAmt |
| Fundraising | $15,716 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,751 | TotalAmt |
| Management And General | $55,939 | ManagementAndGeneralAmt |
| Fundraising | $29,812 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,133,119 | TotalAmt |
| Program Services | $1,946,114 | ProgramServicesAmt |
| Management And General | $187,005 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,040,045 | TotalAmt |
| Program Services | $5,843,536 | ProgramServicesAmt |
| Management And General | $126,294 | ManagementAndGeneralAmt |
| Fundraising | $70,215 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,713 | TotalAmt |
| Program Services | $494,049 | ProgramServicesAmt |
| Management And General | $36,615 | ManagementAndGeneralAmt |
| Fundraising | $9,049 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATIONAL PROGRAM EXP | $4,646,026 | $4,558,856 | $87,170 | |
| EQUIPMENT RENTAL & MAIN | $3,148,513 | $3,003,757 | $125,653 | $19,103 |
| AUXILIARY PROGRAMS EXPE | $2,813,910 | $2,813,910 | ||
| DINING EXPENSES | $1,744,154 | $1,744,154 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,086,968 | TotalAmt |
| Program Services | $428,276 | ProgramServicesAmt |
| Management And General | $256,493 | ManagementAndGeneralAmt |
| Fundraising | $402,199 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,993,755 | TotalAmt |
| Program Services | $74,297,528 | ProgramServicesAmt |
| Management And General | $7,031,213 | ManagementAndGeneralAmt |
| Fundraising | $2,665,014 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,828,222 | BOYAmt |
| EOY | $21,700,263 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,922 | BOYAmt |
| EOY | $3,470,510 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,250,065 | BOYAmt |
| EOY | $144,685 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,666 | BOYAmt |
| EOY | $41,666 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,996 | BOYAmt |
| EOY | $191,801 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,715 | BOYAmt |
| EOY | $250,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $217,407,314 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $76,540,304 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,302,522 | BOYAmt |
| EOY | $140,867,010 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,595,755 | BOYAmt |
| EOY | $120,044,812 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,745,593 | BOYAmt |
| EOY | $16,530,202 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,043 | BOYAmt |
| EOY | $2,125,464 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,433,499 | BOYAmt |
| EOY | $305,367,283 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,645,062 | BOYAmt |
| EOY | $10,187,524 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,974,526 | BOYAmt |
| EOY | $12,341,851 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,454,348 | BOYAmt |
| EOY | $82,493,666 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,187,500 | BOYAmt |
| EOY | $5,812,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,411,023 | BOYAmt |
| EOY | $7,620,042 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,672,459 | BOYAmt |
| EOY | $118,455,583 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,029,568 | BOYAmt |
| EOY | $165,002,042 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,608,689 | BOYAmt |
| EOY | $7,583,384 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,122,783 | BOYAmt |
| EOY | $14,326,274 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,761,040 | BOYAmt |
| EOY | $186,911,700 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,433,499 | BOYAmt |
| EOY | $305,367,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,105,428 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,281,247 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,326,479 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 3 | TotalEasementsCnt |
| Total Acreage | 1.16 | TotalAcreageCnt |
| Historic Structure Easements | 3 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 200.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $10,000 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,361,225 | BeginningYearBalanceAmt |
| Contributions | $1,203,491 | ContributionsAmt |
| Investment Earnings Or Losses | $1,637,605 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $814,488 | GrantsOrScholarshipsAmt |
| Other Expenditures | $67,227 | OtherExpendituresAmt |
| End Year Balance | $20,320,606 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,960,083 | BeginningYearBalanceAmt |
| Contributions | $281,732 | ContributionsAmt |
| Investment Earnings Or Losses | $1,995,224 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $816,037 | GrantsOrScholarshipsAmt |
| Other Expenditures | $59,777 | OtherExpendituresAmt |
| End Year Balance | $18,361,225 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,709,579 | BeginningYearBalanceAmt |
| Contributions | $1,020,890 | ContributionsAmt |
| Investment Earnings Or Losses | $2,978 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $705,245 | GrantsOrScholarshipsAmt |
| Other Expenditures | $68,119 | OtherExpendituresAmt |
| End Year Balance | $16,960,083 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,147,273 | BeginningYearBalanceAmt |
| Contributions | $1,220,099 | ContributionsAmt |
| Investment Earnings Or Losses | $1,157,852 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $743,688 | GrantsOrScholarshipsAmt |
| Other Expenditures | $71,957 | OtherExpendituresAmt |
| End Year Balance | $16,709,579 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,040,100 | BeginningYearBalanceAmt |
| Contributions | $57,767 | ContributionsAmt |
| Investment Earnings Or Losses | $1,829,675 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $710,315 | GrantsOrScholarshipsAmt |
| Other Expenditures | $69,954 | OtherExpendituresAmt |
| End Year Balance | $15,147,273 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07170 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22330 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $444,947 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $24,634,372 | OtherCostOrOtherBasisAmt |
| Book Value | $25,079,319 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,350,993 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $167,654,008 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,819,207 | DepreciationAmt |
| Book Value | $111,185,794 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,286,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,721,097 | DepreciationAmt |
| Book Value | $4,565,397 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,500 | OtherCostOrOtherBasisAmt |
| Book Value | $36,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $140,867,010 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH SURRENDER LIFE INSURANCE | $419,533 | F |
| PARTNERSHIPS/ HEDGE FUNDS | $16,110,669 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,530,202 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATION | $96,893 |
| INTEREST RATE SWAP AGREEMENTS | $6,950,511 |
| PLAN 457(B) LIABILITY | $32,817 |
| OTHER LIABILITIES | $200 |
| DUE TO RELATED ORGANIZATIONS | $539,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,620,042 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THERE IS NO SPECIAL ACCOUNTING FOR THE SCHOOL'S CONSERVATION EASEMENTS. TWO HISTORICAL STRUCTURES ARE USED IN THE DAILY OPERATIONS OF THE SCHOOL AS OFFICES. THE THIRD STRUCTURE IS THE CEREMONIAL FRONT GATE OF THE SCHOOL. THE MONITORING, INSPECTING AND ENFORCING OF EASEMENTS IS PART OF THE ROUTINE HOUSEKEEPING AND MAINTENANCE ACTIVITIES OF THE SCHOOL'S FACILITIES DEPARTMENT. THE HISTORICAL CHARACTER OF THE STRUCTURES IS MAINTAINED WHEN REPAIRS AND MAINTENANCE ARE MADE. THERE IS AN ENDOWED FUND FOR THE MAINTENANCE OF ONE OF THE BUILDINGS. AN AMOUNT EQUAL TO 5% OF THE MARKET VALUE OF THE FUND IS UTILIZED EACH YEAR TO PARTIALLY OFFSET THE COSTS OF MAINTAINING THIS BUILDING. |
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT FUNDS ARE INTENDED FOR USE IN PROVIDING FINANCIAL AID TO WOODWARD ACADEMY STUDENTS, AWARDS TO OUTSTANDING WOODWARD ACADEMY STUDENTS, FUNDS FOR CURRICULUM ENRICHMENT AND ENHANCEMENT IN FACULTY SALARIES AND MAINTENANCE OF THE ALUMNI CENTER. |
| PART X, LINE 2: | THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). IT IS MANAGEMENT'S OPINION THAT UNRELATED BUSINESS ACTIVITIES UNDERTAKEN BY THE SCHOOL WHICH COULD GENERATE UNRELATED BUSINESS INCOME TAX RESULTED IN A NET LOSS FOR THE YEARS ENDED MAY 31, 2018 AND 2017 AND, ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND BELIEVES THAT THE SCHOOL CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT MAY 31, 2018. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS AND DETERMINED THE SCHOOL HAD NO UNCERTAIN INCOME TAX POSITIONS AT MAY 31, 2018. |
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 APPLICATION FOR ADMISSION AND ALL OF THE OTHER SCHOOL ADVERTISING TO SOLICIT POTENTIAL STUDENTS, INCLUDING THE SCHOOL'S WEBSITE, STATES THAT THE SCHOOL HAS A NONDISCRIMINATORY POLICY OF ADMISSION. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $16,100,969 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $16,100,969 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $16,100,969 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | THE AMOUNT REFLECTED IN PART I, LINE 3 REPRESENTS THE FAIR MARKET VALUE AS OF THE END OF THE FISCAL YEAR OF FOREIGN INVESTMENTS HELD. |
| FORM 990, SCHEDULE F, PART IV, QUESTION #3 | THE ORGANIZATION HAD AN OWNERSHIP IN CERTAIN FOREIGN CORPORATIONS (INVESTMENTS) DURING THE TAX YEAR, THE INVESTMENT AMOUNT WAS NOT HIGH ENOUGH TO RENDER THE FILING OF FORM 5471. |
| FORM 990, SCHEDULE F, PART IV, QUESTION #4 | THE ORGANIZATION IS AN INVESTOR IN ONE OR MORE "PASSIVE FOREIGN INVESTMENT COMPANIES" ("PFICS"). THE ORGANIZATION DID NOT RECEIVE ANY TAXABLE DISTRIBUTIONS FROM ANY OF THE PFICS DURING FISCAL YEAR ENDED 5/31/2018. FORM 8621 IS NOT BEING FILED PURSUANT TO IRS GUIDANCE SET FORTH IN REG. SEC. 1.1291-1(E)." |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER HAAS MARTIN PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3520 PIEDMONT RD NE 300 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING FOR CAPITAL CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $143,366 | RetainedByContractorAmt |
| Net To Organization | -$143,366 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $143,366 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$143,366 | TotalNetToOrganizationAmt |
| Licensed States | GA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | THE BIG CHILL | Event1Nm |
| Gross Receipts Event1 | $133,745 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $133,745 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $48,634 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $23,317 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $133,745 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $133,745 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $48,634 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,317 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $71,951 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $61,794 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUDENT TRANSPORT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2836 R N MARTIN STREET | AddressLine1Txt |
| City | EAST POINT | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 581806042 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,681,408 | CashGrantAmt |
| Purpose Of Grant | BUILDING NEW FACILITY | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| NEED-BASED TUITION GRANTS | 341 | $5,678,801 | BOOK | TUITION REDUCTION |
| TUITION REMISSION | 4 | $51,750 | BOOK | TUITION REDUCTION |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | AS APPROVED BY THE GOVERNING BOARD, WOODWARD GRANTS FUNDS TO THE ACADEMY'S WHOLLY-OWNED SUBSIDIARY, STUDENT TRANSPORT, FOR THE PURPOSE OF BUILDING A NEW FACILITY. WOODWARD MANAGES ALL ACCOUNTING FOR STUDENT TRANSPORT AND GRANTS THE FUNDS ONLY WHEN BUILDING EXPENSES ARE INCURRED. |
| SCH I , PART III | WOODWARD ACADEMY OFFERS NEED-BASED TUITION ASSISTANCE FOR QUALIFYING STUDENTS WHO ATTEND THE ACADEMY, THROUGH THE SERVICES OF AN INDEPENDENT THIRD PARTY. THE ACADEMY HAS FORMAL PROCEDURES TO ANALYZE FINANCIAL INFORMATION TO IDENTIFY THESE STUDENTS. THE ACADEMY ALSO PROVIDES A SMALL AMOUNT OF TUITION REMISSION TO THOSE WHO WERE GRANDFATHERED IN AT THE TIME THE TERMINATED PLAN WAS CEASED. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR F STUART GULLEY | ||||||||||||||
| PRESIDENT | $417,122 | $0 | $0 | $0 | $90,215 | $0 | $66,200 | $0 | $22,943 | $0 | $596,480 | $0 | $0 | $0 |
| MS KELLY SANDERSON | ||||||||||||||
| VICE PRESIDENT FOR FINANCE & ADMINIS | $227,154 | $0 | $0 | $0 | $0 | $0 | $13,595 | $0 | $11,704 | $0 | $252,453 | $0 | $0 | $0 |
| MR ROBERT HAWKS | ||||||||||||||
| VICE PRESIDENT | $338,579 | $0 | $0 | $0 | $3,852 | $0 | $16,141 | $0 | $16,964 | $0 | $375,536 | $0 | $0 | $0 |
| DR CHRIS FREER | ||||||||||||||
| VICE PRESIDENT | $223,713 | $0 | $0 | $0 | $0 | $0 | $14,189 | $0 | $56,491 | $0 | $294,393 | $0 | $0 | $0 |
| MS MARCIA SPILLER | ||||||||||||||
| VICE PRESIDENT | $286,441 | $0 | $0 | $0 | $974 | $0 | $61,200 | $0 | $26,555 | $0 | $375,170 | $0 | $0 | $0 |
| MS REBECCA ECKSTEIN | ||||||||||||||
| VICE PRESIDENT | $250,065 | $0 | $0 | $0 | $0 | $0 | $9,612 | $0 | $11,156 | $0 | $270,833 | $0 | $0 | $0 |
| MR EDWIN NOTESTINE | ||||||||||||||
| ADMINISTRATOR | $181,523 | $0 | $0 | $0 | $0 | $0 | $7,357 | $0 | $11,095 | $0 | $199,975 | $0 | $0 | $0 |
| MR LEE CONNER | ||||||||||||||
| ADMINISTRATOR | $171,529 | $0 | $0 | $0 | $0 | $0 | $10,644 | $0 | $15,941 | $0 | $198,114 | $0 | $0 | $0 |
| DR JOSE FERNANDEZ | ||||||||||||||
| ADMINISTRATOR | $151,489 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,908 | $0 | $159,397 | $0 | $0 | $0 |
| MR DANA PHILLIPS | ||||||||||||||
| ADMINISTRATOR | $143,733 | $0 | $0 | $0 | $0 | $0 | $6,462 | $0 | $23,328 | $0 | $173,523 | $0 | $0 | $0 |
| MR EDWARD RUTLEDGE | ||||||||||||||
| ADMINISTRATOR | $181,652 | $0 | $0 | $0 | $0 | $0 | $10,682 | $0 | $7,671 | $0 | $200,005 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE: THE PRESIDENT IS PAID A HOUSING ALLOWANCE OF $48,000 PER YEAR, ALL INCLUDED IN TAXABLE COMPENSATION. TWO VICE PRESIDENTS AND ONE PRINCIPAL LIVE ON CAMPUS IN HOUSING THAT IS PROVIDED FOR THE BENEFIT OF WOODWARD ACADEMY AND THEREFORE NOT TREATED AS TAXABLE. SOCIAL CLUB DUES: THE SCHOOL PAYS DUES FOR THE PRESIDENT'S MEMBERSHIP IN A LOCAL BUSINESS/SOCIAL CLUB, THE PAYMENTS OF WHICH ARE TREATED AS A NONTAXABLE BENEFIT BECAUSE THE MEMBERSHIP IS USED FOR SCHOOL BUSINESS PURPOSES ONLY. |
| PART I, LINES 4A-B | KELLY SANDERSON AND CHRIS FREER EACH MADE CONTRIBUTIONS TO A 457 PLAN DURING THE YEAR. KELLY SANDERSON CONTRIBUTED $1,500. CHRIS FREER CONTRIBUTED $17,227. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | ||||||||
| A | 581506878 | 359900ZR1 | 2002-10-24 | $27,000,000 | CONSTRUCT & RENOVATE MIDDLE SCHOOL CLASSROOMS & ARTS FACILITY-NORTH CAMPUS | 0 | 0 | 0 |
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | ||||||||
| B | 581506878 | 359900ZK6 | 2006-08-10 | $11,000,000 | CONSTRUCT NEW PRIMARY SCHOOL CAMPUS | 0 | 0 | 0 |
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | ||||||||
| C | 581506878 | 359900ZH3 | 2008-06-10 | $32,000,000 | CONSTRUCT & RENOVATE ATHLETIC FACILITIES & SUPPORT SPACES | 0 | 0 | 0 |
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | ||||||||
| D | 581506878 | 359900ZJ9 | 2007-08-23 | $13,000,000 | CONSTRUCT & RENOVATE UPPER SCHOOL CLASSROOM FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $27,312,631 | $287,000 | $27,025,631 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
| B | $11,262,133 | $184,984 | $11,077,149 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
| C | $32,414,132 | $193,276 | $32,220,856 | 2009 | 0 | 0 | Yes (1) | Yes (1) |
| D | $13,252,860 | $317,731 | $12,935,129 | 2008 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 0 |
| D | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR STUART GULLEY | PersonNm |
| Relationship With Org | PRESIDENT | RelationshipWithOrgTxt |
| Loan Purpose | HOUSING | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $200,000 | OriginalPrincipalAmt |
| Balance Due | $41,666 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $41,666 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SUTHERLAND FOODS | |||
| ENTITY IS OWNED MORE THAN 35% BY GENE SUTHERLAND, BOARD MEMBER | $1,345,790 | PURCHASE OF FOOD | 0 |
| TROPIC DESIGNS | |||
| ENTITY IS OWNED MORE THAN 35% BY FAMILY MEMBER OF G. SUTHERLAND, BOARD MBR | $271,080 | PURCHASE OF TURF MANAGEMENT SERVICES | 0 |
| MILNER INC | |||
| ENTITY IS OWNED MORE THAN 35% BY GENE MILNER, BOARD MEMBER | $104,133 | PURCHASE OF OFFICE SUPPLIES | 0 |
| INNOVATIVE ROOFING GROUP INC | |||
| ENTITY IS OWNED MORE THAN 35% BY GREG LEWIS, BOARD MEMBER | $108,134 | PURCHASE OF ROOFING SERVICES | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 38 | ContributionCnt |
| Noncash Contributions Rpt F990 | $260,875 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET SALES PRICE | 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 AUDIT COMMITTEE AND THE FINANCE AND EXECUTIVE COMMITTEE REVIEW AND APPROVE THE FORM 990. AN ELECTRONIC COPY OF THE FORM 990 IS SENT TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND CERTIFY THAT THEY HAVE READ AND ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS WHO HAVE A POTENTIAL CONFLICT OF INTEREST ABSTAIN FROM VOTING ON ISSUES INVOLVING THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE VP FOR FINANCE AND ADMINISTRATION RESEARCHES COMPARABLE COMPENSATION DATA AND PROVIDES THE INFORMATION TO THE PRESIDENT AND THE COMPENSATION COMMITTEE. COMPARABLE DATA FROM THE FOLLOWING GROUPS ARE USED: ALL MEMBER SCHOOLS OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS), ALL NON-MEMBER SCHOOLS THAT REPORT TO NAIS, ALL GEORGIA INDEPENDENT SCHOOLS, AND LARGE INDEPENDENT SCHOOLS IN THE U.S. SOME OF THE FACTORS CONSIDERED INCLUDE THE EXPERIENCE OF THE EMPLOYEE AND THE SIZE AND COMPLEXITY OF THE SCHOOL IN RELATION TO THE SCHOOLS IN THE COMPARISON DATA. THE COMPENSATION COMMITTEE APPROVES AND DOCUMENTS THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES AND ALL OFFICERS AND KEY EMPLOYEES RECEIVE ANNUAL WRITTEN CONTRACTS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE SCHOOL'S FORMS 1023, 990 AND 990T ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON INTEREST RATE SWAP AGREEMENT, NET OF INTEREST 2,291,103. INCREASE IN VALUE OF SPLIT INTEREST AGREEMENTS 10,656. UNREALIZED GAIN ON CSV OF LIFE INSURANCE 24,720. |
| PAGE 12, SECTION XI, LINE 2C | THE AUDIT COMMITTEE OF THE BOARD OF GOVERNORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT PROCESS AND THE SELECTION OF INDEPENDENT AUDITORS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| WA RETAIL CENTER LLC | |||||||||
| 1662 RUGBY AVENUE | COLLEGE PARK | GA | 30337 | 464115766 | RENTAL REAL ESTATE | GA | $562,005 | $6,655,884 | WOODWARD ACADEMY INC |
| WA RETAIL PARKING LLC | |||||||||
| 1662 RUGBY AVENUE | COLLEGE PARK | GA | 30337 | 464122321 | PARKING LOT | GA | $285,523 | WOODWARD ACADEMY INC | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUDENT TRANSPORT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2836 RN MARTIN STREET | AddressLine1Txt |
| City | EAST POINT | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581806042 | EIN |
| Primary Activities | BUS TRANSPORTATION OF WOODWARD ACADEMY STUDENTS | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODWARD ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| STUDENT TRANSPORT INC | ||
| B | $1,681,408 | FMV |
| STUDENT TRANSPORT INC | ||
| M | $1,965,000 | FMV |
| STUDENT TRANSPORT INC | ||
| R | $283,356 | FMV |