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THE WESTVIEW SCHOOL INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE WESTVIEW SCHOOL INC (EIN 76-0487522)
Tax period
2016-06-01 to 2017-05-31
Filed
2018-02-22
IRS object ID
201830539349301043
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-02-22T13:09:49-08:00ReturnTs
Tax Period End2017-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770275132ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760487522EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Westview School IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone7139731900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 KerstenAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDonna MarshallPersonNm
Person TitleHead of SchoolPersonTitleTxt
Signature2018-02-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJody BlazekPreparerPersonNm
PTINP00072674PTIN
Phone7134395739PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDonna MarshallPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 KerstenAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77043ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,152,605GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.westviewschool.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionThe mission of The Westview School is to provide a stimulating, specialized learning environment where high-functioning children with autism spectrum disorder can reach their potential.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee105TotalEmployeeCnt
Total Volunteers320TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$575,739PYContributionsGrantsAmt
CY Contributions Grants$717,429CYContributionsGrantsAmt
PY Program Service Revenue$3,788,702PYProgramServiceRevenueAmt
CY Program Service Revenue$4,319,580CYProgramServiceRevenueAmt
PY Investment Income$99,599PYInvestmentIncomeAmt
CY Investment Income$115,596CYInvestmentIncomeAmt
PY Other Revenue$4,574PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,468,614PYTotalRevenueAmt
CY Total Revenue$5,152,605CYTotalRevenueAmt
PY Grants And Similar Paid$315,126PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$370,158CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,201,333PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,612,169CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$124,714CYTotalFundraisingExpenseAmt
PY Other Expenses$975,168PYOtherExpensesAmt
CY Other Expenses$1,007,293CYOtherExpensesAmt
PY Total Expenses$4,491,627PYTotalExpensesAmt
CY Total Expenses$4,989,620CYTotalExpensesAmt
PY Revenues Less Expenses-$23,013PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$162,985CYRevenuesLessExpensesAmt
Total Assets BOY$9,017,483TotalAssetsBOYAmt
Total Assets EOY$9,708,927TotalAssetsEOYAmt
Total Liabilities BOY$272,957TotalLiabilitiesBOYAmt
Total Liabilities EOY$296,838TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,744,526NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,412,089NetAssetsOrFundBalancesEOYAmt
MissionThe Westview School seeks to provide a stimulating, specialized learning environment where children with autism spectrum disorders can reach their potential.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,259,945ExpenseAmt
Grant$370,158GrantAmt
Revenue$4,319,580RevenueAmt
DescThe Westview School, Inc. (the School) is located in Houston, Texas committed to teaching high-functioning students with autism spectrum disorder, enhancing self- esteem, and developing appropriate behavior to allow the students to become successful members of the community. Enrollment for the 2016-17 school year was approximately 142 students 2 years old through eighth grade.Desc
Total Program Service Expenses$4,259,945TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee105EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMarian HanvyPersonNm
Phone7139731900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 Kersten DriveAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77043ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Paul Janssen
Chairman1.000.00Yes (X)Yes (X)$0$0$0
Matthew Brogdon
Director1.000.00Yes (X)$0$0$0
G Walter Christopherson
Director1.000.00Yes (X)$0$0$0
Frederick A Frost
Director1.000.00Yes (X)$0$0$0
Betsy Goldstein
Dir 6/1-10/2/161.000.00Yes (X)$0$0$0
Tim Harris
Director1.000.00Yes (X)$0$0$0
Kathleen Kapetanovic
Dir 6/1-3/6/171.000.00Yes (X)$0$0$0
Trey Mayfield III
Director1.000.00Yes (X)$0$0$0
Dina Whitaker
Director1.000.00Yes (X)$0$0$0
Donna Marshall
Head of School45.000.00Yes (X)$105,000$0$11,850
FieldValueIRS element (for citing)
Total Reportable Comp From Org$105,000TotalReportableCompFromOrgAmt
Total Other Compensation$11,850TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$717,429AllOtherContributionsAmt
Total Contributions$717,429TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Auxiliary services611710$927,674$927,674
Tuition and fees611600$3,391,906$3,391,906
FieldValueIRS element (for citing)
Total Program Service Revenue$4,319,580TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$115,596TotalRevenueColumnAmt
Exclusion$115,596ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,152,605TotalRevenueColumnAmt
Related Or Exempt Func Income$4,319,580RelatedOrExemptFuncIncomeAmt
Exclusion$115,596ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$370,158TotalAmt
Program Services$370,158ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$116,850TotalAmt
Program Services$46,740ProgramServicesAmt
Management And General$70,110ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,951,784TotalAmt
Program Services$2,685,014ProgramServicesAmt
Management And General$190,306ManagementAndGeneralAmt
Fundraising$76,464FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$89,439TotalAmt
Program Services$81,431ProgramServicesAmt
Management And General$5,508ManagementAndGeneralAmt
Fundraising$2,500FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$206,986TotalAmt
Program Services$189,149ProgramServicesAmt
Management And General$12,013ManagementAndGeneralAmt
Fundraising$5,824FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$247,110TotalAmt
Program Services$220,694ProgramServicesAmt
Management And General$19,744ManagementAndGeneralAmt
Fundraising$6,672FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Management And General$500ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$82,539TotalAmt
Management And General$82,539ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,842TotalAmt
Management And General$4,842ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$201,855TotalAmt
Program Services$74,197ProgramServicesAmt
Management And General$127,658ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,718TotalAmt
Program Services$5,718ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$69,992TotalAmt
Program Services$37,741ProgramServicesAmt
Management And General$23,907ManagementAndGeneralAmt
Fundraising$8,344FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$36,878TotalAmt
Program Services$36,259ProgramServicesAmt
Management And General$538ManagementAndGeneralAmt
Fundraising$81FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$229,281TotalAmt
Program Services$204,262ProgramServicesAmt
Management And General$24,625ManagementAndGeneralAmt
Fundraising$394FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$224TotalAmt
Program Services$32ProgramServicesAmt
Management And General$141ManagementAndGeneralAmt
Fundraising$51FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$173,422TotalAmt
Program Services$170,508ProgramServicesAmt
Management And General$2,532ManagementAndGeneralAmt
Fundraising$382FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$48,169TotalAmt
Program Services$47,360ProgramServicesAmt
Management And General$703ManagementAndGeneralAmt
Fundraising$106FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Curriculum/ field trips$61,561$61,561
Uncollectible amount$38,470$38,470
Professional development$30,876$29,121$825$930
Luncheon event supplies$22,966$22,966

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,989,620TotalAmt
Program Services$4,259,945ProgramServicesAmt
Management And General$604,961ManagementAndGeneralAmt
Fundraising$124,714FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$314,159BOYAmt
EOY$768,458EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,127,946BOYAmt
EOY$883,519EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$92,150BOYAmt
EOY$142,600EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$74,279BOYAmt
EOY$56,474EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,127BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,591,555LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,113,307LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,638,274BOYAmt
EOY$2,478,248EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,761,648BOYAmt
EOY$5,373,728EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,900BOYAmt
EOY$5,900EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,017,483BOYAmt
EOY$9,708,927EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$56,219BOYAmt
EOY$28,704EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$216,738BOYAmt
EOY$268,134EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$272,957BOYAmt
EOY$296,838EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,634,684BOYAmt
EOY$9,152,937EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$109,842BOYAmt
EOY$259,152EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,744,526BOYAmt
EOY$9,412,089EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,017,483BOYAmt
EOY$9,708,927EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$162,985ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$504,578NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$599,027CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$658,846CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$624,192CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$575,739CurrentTaxYearMinus1YearAmt
Current Tax Year$717,429CurrentTaxYearAmt
Total$3,175,233TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$599,027CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$658,846CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$624,192CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$575,739CurrentTaxYearMinus1YearAmt
Current Tax Year$717,429CurrentTaxYearAmt
Total$3,175,233TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$402,156SubstantialContributorsTotAmt
Public Support Total170$2,773,077PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83,392CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$98,517CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,114CurrentTaxYearMinus1YearAmt
Current Tax Year$115,596CurrentTaxYearAmt
Total$495,222TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$3,670,455TotalSupportAmt
Gross Receipts Rltd Activities$17,203,442GrossReceiptsRltdActivitiesAmt
Public Support CY1700.75550PublicSupportCY170Pct
Public Support PY1700.77500PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,761,648BeginningYearBalanceAmt
Investment Earnings Or Losses$612,080InvestmentEarningsOrLossesAmt
End Year Balance$5,373,728EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,804,384BeginningYearBalanceAmt
Investment Earnings Or Losses-$42,736InvestmentEarningsOrLossesAmt
End Year Balance$4,761,648EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,460,490BeginningYearBalanceAmt
Investment Earnings Or Losses$343,894InvestmentEarningsOrLossesAmt
End Year Balance$4,804,384EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,938,928BeginningYearBalanceAmt
Investment Earnings Or Losses$521,562InvestmentEarningsOrLossesAmt
End Year Balance$4,460,490EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,364,525BeginningYearBalanceAmt
Investment Earnings Or Losses$574,403InvestmentEarningsOrLossesAmt
End Year Balance$3,938,928EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$545,845OtherCostOrOtherBasisAmt
Book Value$545,845BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,734,670OtherCostOrOtherBasisAmt
Depreciation$1,853,015DepreciationAmt
Book Value$1,881,655BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$311,040OtherCostOrOtherBasisAmt
Depreciation$260,292DepreciationAmt
Book Value$50,748BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,478,248TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$5,282,183TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$504,578NetUnrealizedGainsInvstAmt
Revenue Not Reported$504,578RevenueNotReportedAmt
Revenue Subtotal$4,777,605RevenueSubtotalAmt
Investment Expenses Not Incld$4,842InvestmentExpensesNotIncldAmt
Other Revenues Not Included$370,158OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$375,000RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,152,605TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,614,620TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$4,614,620ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,842InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$370,158OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$375,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,989,620TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.Endowment funds are invested for the long term support of the School.
Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/SFinancial aid $370158
Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/SFinancial aid $370158

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdfalseGovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Line 3 - Racially Nondiscriminatory Policy PublicizedOur policy is displayed in the admissions folder given to every perspective family. Policy is also on our website.
Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
Schedule E, Line 5 - Explanation of Organization Discrimination by Race

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarships & financial aidGrantTypeTxt
Recipient38RecipientCnt
Non Cash Assistance$370,158NonCashAssistanceAmt
Non Cash AssistanceTuition reductionNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceAdditional Supplemental InformationFormAndLineReferenceDesc
ExplanationThe scholarship committee and Board of Directors consider each application on an individual basis. Assistance is based on the family's financial need and the availability of funds each year.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe Form 990 is reviewed by the Head of School and is e-mailed to all directors prior to filing.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsThe Sec/Treas of the Board periodically questions directors and employees confirming there are no conflicts.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe Compensation Committee of the board surveys compensation of the Head of School for comparative schools, establishes compensation level and reports results to the full Board for decision on the Head of School's compensation package.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesCompensation committee of the board surveys compensation for the secretary/treasurer in comparative schools, establishes compensation levels and reports results to the full board for decision. Other officers are not paid.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableDocuments are available upon request.