BLAKE SCHOOL: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BLAKE SCHOOL (EIN 23-7243247)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-01
- IRS object ID
- 201701219349300800
- Schema version
- 2015v3.0
- 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
- 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 | 2017-05-01T10:27:49-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237243247 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BLAKE SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAK | BusinessNameControlTxt |
| Phone | 9529883451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE ROAD SOUTH | AddressLine1Txt |
| City | HOPKINS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55343 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE E STAVNEY | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 9529883451 | PhoneNum |
| Signature | 2017-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY HENDLEY | PreparerPersonNm |
| PTIN | P01300654 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANNE E STAVNEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE ROAD SOUTH | AddressLine1Txt |
| City | HOPKINS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55343 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $124,558,627 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BLAKESCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1900 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE STUDENTS WITH AN EXCELLENT, ACADEMICALLY CHALLENGING EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 662 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | -$13,711 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$16,970 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,132,907 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,386,688 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,709,581 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,224,598 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,798,367 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,620,968 | CYInvestmentIncomeAmt |
| PY Other Revenue | $91,616 | PYOtherRevenueAmt |
| CY Other Revenue | $108,087 | CYOtherRevenueAmt |
| PY Total Revenue | $63,732,471 | PYTotalRevenueAmt |
| CY Total Revenue | $59,340,341 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,939,149 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,127,027 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,383,854 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,788,169 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,144,431 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,684,555 | PYOtherExpensesAmt |
| CY Other Expenses | $10,048,144 | CYOtherExpensesAmt |
| PY Total Expenses | $43,007,558 | PYTotalExpensesAmt |
| CY Total Expenses | $44,963,340 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,724,913 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,377,001 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $125,650,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,390,804 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,641,095 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,638,799 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $109,009,881 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $117,752,005 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BLAKE SCHOOL PROVIDES STUDENTS WITH AN EXCELLENT, ACADEMICALLY CHALLENGING EDUCATION IN A DIVERSE AND SUPPORTIVE COMMUNITY COMMITTED TO A COMMON SET OF VALUES. STUDENTS ARE EXPECTED TO PARTICIPATE IN AN INTEGRATED PROGRAM OF ACADEMIC, ARTISTIC AND ATHLETIC ACTIVITIES IN PREPARATION FOR COLLEGE, LIFE-LONG LEARNING, COMMUNITY SERVICE AND LIVES AS RESPONSIBLE WORLD CITIZENS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,809,990 | ExpenseAmt |
| Grant | $7,127,027 | GrantAmt |
| Revenue | $39,222,798 | RevenueAmt |
| Desc | THE BLAKE SCHOOL IS AN INDEPENDENT PRE-KINDERGARTEN THROUGH GRADE 12 SCHOOL SERVING STUDENTS THROUGHOUT THE TWIN CITIES WITH CAMPUSES LOCATED IN MINNEAPOLIS, HOPKINS AND WAYZATA. ENROLLMENT IN 2015-2016 WAS 1,379 STUDENTS. IN SUPPORT OF ITS COMMITMENT TO CULTURAL AND SOCIOECONOMIC DIVERSITY AS BEING AN ESSENTIAL PART OF ITS EDUCATIONAL GOALS, THE SCHOOL GRANTED $7,127,027 IN FINANCIAL AID TO 343 STUDENTS. | Desc |
| Total Program Service Expenses | $38,809,990 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 662 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAJ MALLAWAARATCHY FINANCE DIRECTO | PersonNm |
| Phone | 9529883459 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE ROAD SOUTH | AddressLine1Txt |
| City | HOPKINS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55343 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANNE E STAVNEY | ||||||||
| HEAD OF SCHOOL | 60.00 | 0.00 | Yes (X) | Yes (X) | $424,418 | $0 | $105,906 | |
| DARREN ACHESON | ||||||||
| CHAIR ELECT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FORREST G BURKE | ||||||||
| CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOAN ATWATER NOLAN | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES LESLIE | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER AHN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BLUM | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON BOWLES | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEYA CHAMPLIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY CRONIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAE DAYTON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HEMA GUNASEKARAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD HIGGINS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HITCHNER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET O'BRIEN JONES | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN LIPSCHULTZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL MAYBERRY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LARKIN MCPHEE PERESE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SALVADOR MENDOZA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MITCHELL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L MORRISON JR | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW PETERSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN PHILLIPS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLIE PIDOT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| UZI ROSHA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY SALDANHA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE SIMON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE WILSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB ZEASKE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC G BOGURSKY DIRECTOR OF | ||||||||
| BUSINESS & FINANCE - THRU 7/15 | 50.00 | 0.00 | Yes (X) | $132,296 | $0 | $18,783 | ||
| DANIEL KELLEY CHIEF FINANCIAL | ||||||||
| & OPERATIONS OFFICER - AS OF 8/15 | 50.00 | 0.00 | Yes (X) | $80,011 | $0 | $12,667 | ||
| ALISON TOWNLEY | ||||||||
| CHIEF ADVANCEMENT OFFICER | 50.00 | 0.00 | $207,151 | $0 | $78,980 | Yes (X) | ||
| ANNE GRAYBEAL | ||||||||
| ASSOCIATE HEAD OF SCHOOL | 50.00 | 0.00 | $173,260 | $0 | $34,050 | Yes (X) | ||
| DAVID BOXER | ||||||||
| DIRECTOR OF ISS | 50.00 | 0.00 | $150,106 | $0 | $40,430 | Yes (X) | ||
| PATRICIA FRASHER | ||||||||
| CONTROLLER | 50.00 | 0.00 | $146,349 | $0 | $20,435 | Yes (X) | ||
| RAYMOND J YU | ||||||||
| LOWER SCHOOL DIRECTOR | 50.00 | 0.00 | $137,894 | $0 | $43,315 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,451,485 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $354,566 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | 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 |
|---|---|---|---|---|---|
| TAHER INC | |||||
| PO BOX 44719 | MADISON | WI | 53744 | FOOD SERVICE | $1,467,264 |
| NEW LOOK CONTRACTING INC | |||||
| 14045 NORTHDALE BOULEVARD | ROGERS | MN | 55374 | CONSTRUCTION | $361,491 |
| U B ARCHITECTURE & DESIGN | |||||
| 2609 ALDRICH AVENUE SOUTH SUITE 10 | MINNEAPOLIS | MN | 55408 | ARCHITECTURAL CONSULTING | $314,954 |
| FIVE STAR H ENTERPRISES INC | |||||
| PO BOX 14612 | MINNEAPOLIS | MN | 55414 | JANITORIAL | $219,116 |
| LARSON ENGINEERING INC | |||||
| 3524 LABORE ROAD | WHITE BEAR LAKE | MN | 55110 | CONSTRUCTION ENGINEERING | $195,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $50,405 | FundraisingAmt |
| All Other Contributions | $15,336,283 | AllOtherContributionsAmt |
| Noncash Contributions | $1,172,804 | NoncashContributionsAmt |
| Total Contributions | $15,386,688 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION | 611600 | $36,759,199 | $36,759,199 | |
| AUXILIARY SERVICES | 611710 | $2,171,761 | $2,171,761 | |
| OTHER PROGRAM REVENUE | 611710 | $278,625 | $276,825 | $1,800 |
| FEES | 611600 | $15,013 | $15,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,224,598 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,644,968 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$12,995 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,657,963 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $266,908 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $269,424 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$2,516 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,516 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,516 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,794,845 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,818,845 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,976,000 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,976,000 | TotalRevenueColumnAmt |
| Exclusion | $2,976,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $165,278 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $50,405 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $102,205 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,073 | TotalRevenueColumnAmt |
| Exclusion | $63,073 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $24,020 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $27,812 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,792 | TotalRevenueColumnAmt |
| Exclusion | -$3,792 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARENT ASSOCIATION REV | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $51,322 | TotalRevenueColumnAmt |
| Exclusion | $51,322 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $51,322 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,340,341 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,222,798 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$13,711 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,744,566 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,127,027 | TotalAmt |
| Program Services | $7,127,027 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,966 | TotalAmt |
| Program Services | $57,667 | ProgramServicesAmt |
| Management And General | $472,965 | ManagementAndGeneralAmt |
| Fundraising | $288,334 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,650,130 | TotalAmt |
| Program Services | $18,879,810 | ProgramServicesAmt |
| Management And General | $1,679,805 | ManagementAndGeneralAmt |
| Fundraising | $1,090,515 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,541,527 | TotalAmt |
| Program Services | $1,393,603 | ProgramServicesAmt |
| Management And General | $84,524 | ManagementAndGeneralAmt |
| Fundraising | $63,400 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,173,746 | TotalAmt |
| Program Services | $1,935,084 | ProgramServicesAmt |
| Management And General | $152,148 | ManagementAndGeneralAmt |
| Fundraising | $86,514 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,603,800 | TotalAmt |
| Program Services | $1,345,992 | ProgramServicesAmt |
| Management And General | $157,152 | ManagementAndGeneralAmt |
| Fundraising | $100,656 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,920 | TotalAmt |
| Management And General | $63,920 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,174 | TotalAmt |
| Management And General | $37,174 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,418 | TotalAmt |
| Management And General | $115,418 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,147,112 | TotalAmt |
| Program Services | $1,921,435 | ProgramServicesAmt |
| Management And General | $150,093 | ManagementAndGeneralAmt |
| Fundraising | $75,584 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,826 | TotalAmt |
| Program Services | $28,025 | ProgramServicesAmt |
| Management And General | $86,477 | ManagementAndGeneralAmt |
| Fundraising | $15,324 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,252 | TotalAmt |
| Program Services | $215,776 | ProgramServicesAmt |
| Management And General | $84,977 | ManagementAndGeneralAmt |
| Fundraising | $121,499 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,072 | TotalAmt |
| Program Services | $428,072 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,253,413 | TotalAmt |
| Program Services | $1,183,051 | ProgramServicesAmt |
| Management And General | $63,268 | ManagementAndGeneralAmt |
| Fundraising | $7,094 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,054 | TotalAmt |
| Program Services | $309,489 | ProgramServicesAmt |
| Management And General | $15,257 | ManagementAndGeneralAmt |
| Fundraising | $6,308 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,146 | TotalAmt |
| Program Services | $85,396 | ProgramServicesAmt |
| Management And General | $140,925 | ManagementAndGeneralAmt |
| Fundraising | $90,825 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,956 | TotalAmt |
| Program Services | $343,521 | ProgramServicesAmt |
| Management And General | $13,281 | ManagementAndGeneralAmt |
| Fundraising | $2,154 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,360,117 | TotalAmt |
| Program Services | $2,257,431 | ProgramServicesAmt |
| Management And General | $88,358 | ManagementAndGeneralAmt |
| Fundraising | $14,328 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,280 | TotalAmt |
| Program Services | $29,481 | ProgramServicesAmt |
| Management And General | $128,799 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INSTRUCTIONAL EXPENSES | $973,619 | $971,137 | $1,086 | $1,396 |
| PROF. DEVELOPMENT | $228,318 | $170,123 | $57,070 | $1,125 |
| FUNDRAISING EXPENSE | $136,869 | $136,869 | ||
| DUES AND SUBSCRIPTIONS | $121,159 | $10,223 | $102,935 | $8,001 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,439 | TotalAmt |
| Program Services | $117,647 | ProgramServicesAmt |
| Management And General | $313,287 | ManagementAndGeneralAmt |
| Fundraising | $34,505 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,963,340 | TotalAmt |
| Program Services | $38,809,990 | ProgramServicesAmt |
| Management And General | $4,008,919 | ManagementAndGeneralAmt |
| Fundraising | $2,144,431 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,439,156 | BOYAmt |
| EOY | $7,958,111 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,012,363 | BOYAmt |
| EOY | $1,289,850 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,359,542 | BOYAmt |
| EOY | $20,768,053 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,368 | BOYAmt |
| EOY | $393,203 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,207 | BOYAmt |
| EOY | $36,089 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,908 | BOYAmt |
| EOY | $374,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $77,795,330 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,387,911 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,861,946 | BOYAmt |
| EOY | $43,407,419 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,827,365 | BOYAmt |
| EOY | $50,823,692 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,347,278 | BOYAmt |
| EOY | $9,165,420 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,843 | BOYAmt |
| EOY | $154,151 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,650,976 | BOYAmt |
| EOY | $134,390,804 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,661,907 | BOYAmt |
| EOY | $4,263,021 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,598,090 | BOYAmt |
| EOY | $3,117,457 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,532,416 | BOYAmt |
| EOY | $8,537,984 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,682 | BOYAmt |
| EOY | $720,337 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,641,095 | BOYAmt |
| EOY | $16,638,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,188,653 | BOYAmt |
| EOY | $64,541,584 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,246,372 | BOYAmt |
| EOY | $21,014,203 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,574,856 | BOYAmt |
| EOY | $32,196,218 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,009,881 | BOYAmt |
| EOY | $117,752,005 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,650,976 | BOYAmt |
| EOY | $134,390,804 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,377,001 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,584,765 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,050,112 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,683,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,965,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,460,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,132,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,386,688 | CurrentTaxYearAmt |
| Total | $50,628,647 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,683,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,965,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,460,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,132,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,386,688 | CurrentTaxYearAmt |
| Total | $50,628,647 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,822,546 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,806,101 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,328,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,241,504 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,527,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,155,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,644,912 | CurrentTaxYearAmt |
| Total | $9,898,617 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $76,782 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $287,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $356,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240,620 | CurrentTaxYearAmt |
| Total | $1,123,308 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $61,727,354 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $180,991,870 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53150 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | PARENT ASSOCIATION REVENUE - 2011 AMOUNT: $ 97,154. 2012 AMOUNT: $ 151,485. 2013 AMOUNT: $ 97,787. 2014 AMOUNT: $ 75,641. 2015 AMOUNT: $ 51,322. SPECIAL EVENT REVENUE - 2011 AMOUNT: $ 189,932. 2013 AMOUNT: $ 258,769. 2014 AMOUNT: $ 11,920. 2015 AMOUNT: $ 189,298. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,549,885 | BeginningYearBalanceAmt |
| Contributions | $2,858,658 | ContributionsAmt |
| Investment Earnings Or Losses | -$739,636 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,889,020 | OtherExpendituresAmt |
| End Year Balance | $59,779,887 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,857,768 | BeginningYearBalanceAmt |
| Contributions | $2,692,928 | ContributionsAmt |
| Investment Earnings Or Losses | $1,674,962 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,675,773 | OtherExpendituresAmt |
| End Year Balance | $60,549,885 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,881,200 | BeginningYearBalanceAmt |
| Contributions | $1,213,026 | ContributionsAmt |
| Investment Earnings Or Losses | $7,310,924 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,547,382 | OtherExpendituresAmt |
| End Year Balance | $58,857,768 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,132,149 | BeginningYearBalanceAmt |
| Contributions | $524,093 | ContributionsAmt |
| Investment Earnings Or Losses | $6,294,431 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,069,473 | OtherExpendituresAmt |
| End Year Balance | $52,881,200 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,877,435 | BeginningYearBalanceAmt |
| Contributions | $540,547 | ContributionsAmt |
| Investment Earnings Or Losses | $611,413 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,897,246 | OtherExpendituresAmt |
| End Year Balance | $48,132,149 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47030 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10860 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,420,428 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,177,214 | OtherCostOrOtherBasisAmt |
| Book Value | $4,597,642 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,358,778 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,216,290 | DepreciationAmt |
| Book Value | $32,142,488 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,175,022 | OtherCostOrOtherBasisAmt |
| Depreciation | $215,938 | DepreciationAmt |
| Book Value | $959,084 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,018,486 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,955,683 | DepreciationAmt |
| Book Value | $2,062,803 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,645,402 | OtherCostOrOtherBasisAmt |
| Book Value | $3,645,402 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $43,407,419 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INTEREST IN CHARITABLE REMAINDER TRUST | $200,901 | F |
| INTEREST IN PERPETUAL TRUST | $2,165,640 | F |
| HEDGE FUNDS | $5,549,424 | F |
| PRIVATE EQUITY | $1,249,455 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,165,420 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATION | $409,889 |
| SPLIT-INTEREST AGREEMENTS PAYABLE | $82,809 |
| CAPITAL LEASE OBLIGATION | $227,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $720,337 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $46,862,459 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,584,765 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$650,672 | OtherRevenueAmt |
| Revenue Not Reported | -$5,235,437 | RevenueNotReportedAmt |
| Revenue Subtotal | $52,097,896 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $115,418 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $7,127,027 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,242,445 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $59,340,341 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,120,335 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $399,440 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $399,440 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,720,895 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $115,418 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $7,127,027 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,242,445 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $44,963,340 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 300 FUNDS THAT ARE USED TO PROVIDE FINANCIAL AID AND INSTRUCTIONAL PROGRAMS FOR STUDENTS, TO PROVIDE DEVELOPMENT OPPORTUNITIES FOR FACULTY, AND TO SUPPORT SCHOOL OPERATIONS. |
| PART X, LINE 2: | THE SCHOOL QUALIFIES AS A TAX-EXEMPT NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATUTES OF MINNESOTA LAW. ACCORDINGLY, INCOME TAXES HAVE NOT BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION UNDER APPLICABLE ACCOUNTING GUIDANCE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST -1,049,068. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -1,044. RENTAL EXPENSES 269,424. FUNDRAISING EVENT EXPENSE 130,016. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 7,127,027. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 269,424. FUNDRAISING EVENT EXPENSE 130,016. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 7,127,027. |
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 | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE SCHOOL'S NONDISCRIMINATION POLICY IS PUBLISHED IN MULTIPLE MEDIA AT BLAKE, INCLUDING ON ITS WEBSITE, IN PUBLICATIONS, ESPECIALLY MEDIA MATERIALS, AND ON POSTERS AT ALL THREE CAMPUSES. |
| SCHEDULE E, PART I, LINE 6 | THE BLAKE SCHOOL RECEIVES FEDERAL AND STATE FUNDING. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | INVESTMENTS | N/A | $1,377,259 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | N/A | $3,304,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,681,752 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,681,752 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | ACCRUAL METHOD | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BLAKE CLASSIC | Event1Nm |
| Gross Receipts Event1 | $185,320 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $32,145 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $153,175 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $21,014 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,660 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $29,447 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,950 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $24,050 | OtherDirectExpensesEvent1Amt |
| Event2 | GREATER BLAKE OPEN GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $30,363 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $18,260 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $12,103 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,895 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $12 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,177 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $215,683 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $50,405 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $165,278 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $21,014 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,555 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $29,459 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,950 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,227 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $102,205 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $63,073 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $24,020 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $27,812 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $24,020 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $27,812 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $27,812 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | -$3,792 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MN | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | RAJ MALLAWAARATCHY | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE ROAD SOUTH | AddressLine1Txt |
| City | HOPKINS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55343 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | RAJ MALLAWAARATCHY | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | OVERSIGHT OF RAFFLE HELD AT BLAKE CLASSIC FUNDRAISING EVENT. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 344 | RecipientCnt |
| Cash Grant | $7,127,027 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENT FINANCIAL AID IS APPLIED DIRECTLY TO STUDENT ACCOUNTS FOR TUITION, FEES, BOOKS, AND MISCELLANEOUS STUDENT EXPENSES. FINANCIAL AID CONSISTS OF AWARDS BASED ON FINANCIAL NEED AS WELL AS TUITION REMISSION FOR THE ENROLLED CHILDREN OF EMPLOYEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE E STAVNEY | ||||||||||||||
| HEAD OF SCHOOL | $325,862 | $0 | $40,000 | $0 | $58,556 | $0 | $75,213 | $0 | $30,693 | $0 | $530,324 | $0 | $0 | $0 |
| MARC G BOGURSKY DIRECTOR OF | ||||||||||||||
| BUSINESS & FINANCE - THRU 7/15 | $132,215 | $0 | $0 | $0 | $81 | $0 | $10,851 | $0 | $7,932 | $0 | $151,079 | $0 | $0 | $0 |
| ALISON TOWNLEY | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $207,013 | $0 | $0 | $0 | $138 | $0 | $15,170 | $0 | $63,810 | $0 | $286,131 | $0 | $0 | $0 |
| ANNE GRAYBEAL | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL | $173,205 | $0 | $0 | $0 | $55 | $0 | $26,410 | $0 | $7,640 | $0 | $207,310 | $0 | $0 | $0 |
| DAVID BOXER | ||||||||||||||
| DIRECTOR OF ISS | $150,051 | $0 | $0 | $0 | $55 | $0 | $12,474 | $0 | $27,956 | $0 | $190,536 | $0 | $0 | $0 |
| PATRICIA FRASHER | ||||||||||||||
| CONTROLLER | $146,091 | $0 | $0 | $0 | $258 | $0 | $11,928 | $0 | $8,507 | $0 | $166,784 | $0 | $0 | $0 |
| RAYMOND J YU | ||||||||||||||
| LOWER SCHOOL DIRECTOR | $137,804 | $0 | $0 | $0 | $90 | $0 | $11,853 | $0 | $31,462 | $0 | $181,209 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ANNE E. STAVNEY: HOUSING ALLOWANCE, FAMILY TRAVEL, AND HEALTH CLUB DUES - ALL INCLUDED IN TAXABLE COMPENSATION. |
| PART I, LINE 1B | THE HOUSING ALLOWANCE PROVIDED TO THE HEAD OF SCHOOL IS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE AS PART OF THE COMPENSATION PACKAGE AND IS NOT GOVERNED BY REIMBURSEMENT POLICIES. |
| PART I, LINE 4B | ANNE E. STAVNEY: PARTICIPATES IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. TOTAL CONTRIBUTIONS OF $50,000. ANNE GRAYBEAL: PARTICIPATES IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. TOTAL CONTRIBUTIONS OF $12,500. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF HOPKINS | ||||||||
| A | 416005247 | 43988PCD0 | 2007-08-02 | $5,310,013 | REFUNDING/REFINANCE | 0 | 0 | 0 |
| CITY OF WAYZATA | ||||||||
| B | 416005630 | 946826AK0 | 2005-06-23 | $1,985,134 | FACILITIES CONSTRUCTION | 0 | 0 | 0 |
| CITY OF MINNEAPOLIS | ||||||||
| C | 416005375 | 603876GB4 | 2010-05-19 | $7,761,234 | REFUNDING/REFINANCE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,175,013 | $5,310,013 | $105,900 | $5,204,113 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $795,134 | $1,985,134 | $40,000 | 2006 | 0 | 0 | Yes (1) | Yes (1) | $1,945,134 | |
| C | $3,548,250 | $7,761,234 | $149,450 | $7,611,784 | 2011 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: CITY OF HOPKINS DATE THE REBATE COMPUTATION WAS PERFORMED: 10/18/2012 ISSUER NAME: CITY OF WAYZATA DATE THE REBATE COMPUTATION WAS PERFORMED: 09/03/2009 | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE E STAVNEY HEAD OF SCHOOL | PersonNm |
| Relationship With Org | OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | HOUSING LOAN | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $50,000 | OriginalPrincipalAmt |
| Balance Due | $20,000 | 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 | $20,000 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $31,838 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 52 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,035,580 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET QUOTES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 215 | $125,436 | ESTIMATED VALUE |
| Yes (X) | SCHOOL MATERIALS | 7 | $6,408 | ESTIMATED VALUE |
| Yes (X) | SPECIAL EVENT EXPENSES | 3 | $5,380 | ESTIMATED VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE OFFICERS OF THE BOARD OF TRUSTEES AND SHALL SERVE AS THE HEAD OF SCHOOL COMPENSATION AND EVALUATION COMMITTEE. WHEN COMPLETION OF THE HEAD OF SCHOOL EVALUATION EXTENDS BEYOND JUNE 30, FOR THE PURPOSES OF COMPLETING THIS TASK THE COMMITTEE'S WORK MAY EXTEND INTO THE THREE MONTHS FOLLOWING THEIR FORMAL YEAR OF SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO ITS FILING, THE FORM 990 WAS REVIEWED BY THE CHIEF FINANCIAL AND OPERATING OFFICER, THE HEAD OF SCHOOL, AND THE FINANCE COMMITTEE BEFORE BEING PROVIDED TO ALL TRUSTEES FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL'S CONFLICT OF INTEREST POLICY APPLIES TO ITS TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY AND OTHER EMPLOYEES. WHEN A POTENTIAL CONFLICT OF INTEREST EXISTS, THE PERSON WITH THE CONFLICT NOTIFIES THE CHAIR OF THE BOARD OF TRUSTEES OR THE HEAD OF SCHOOL, SO THAT THEY MAY TAKE APPROPRIATE ACTIONS. A TRUSTEE WHO IS DIRECTLY OR INDIRECTLY INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY ACTION OF THE BOARD REGARDING THE POTENTIAL CONFLICT AND IS NOT COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING OF THE BOARD WHERE THE POTENTIAL CONFLICT IS CONSIDERED. PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION PACKAGES FOR THE HEAD OF SCHOOL AND OTHER SIGNIFICANT POSITIONS DESIGNATED BY THE SCHOOL (INCLUDING CHIEF FINANCIAL AND OPERATING OFFICER; DIRECTOR OF INSTITUTIONAL ADVANCEMENT; ASSOCIATE HEAD OF SCHOOL; AND DIRECTOR OF ADMISSIONS AND FINANCIAL ASSISTANCE) ARE EACH REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD ANNUALLY. THE COMMITTEE IS COMPRISED ENTIRELY OF INDEPENDENT PERSONS AND UTILIZES SALARY AND BENEFIT SURVEY DATA OBTAINED FROM VARIOUS LOCAL, REGIONAL AND NATIONAL SOURCES. MINUTES FROM THE MEETING ARE MAINTAINED AND APPROVED BY THE COMMITTEE. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN DURING THE 2015-2016 SCHOOL YEAR FOR THE HEAD OF SCHOOL, A. STAVNEY; AND OTHER OFFICERS AND HIGHLY COMPENSATED EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST -1,049,068. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -1,044. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLEAF ENDOWMENT TRUST FOR THE BLAKE SCHOOL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 S 8TH ST NO 1800 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416469031 | EIN |
| Primary Activities | ENDOWMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BLAKE SCHOOL | 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 | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLEAF ENDOWMENT TRUST FOR THE BLAKE SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $125,436 | InvolvedAmt |
| Method Of Amount Determination | CASH DRAW | MethodOfAmountDeterminationTxt |