WOODWARD ACADEMY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WOODWARD ACADEMY INC (EIN 58-0625584)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-03-25
- IRS object ID
- 201610859349300821
- Schema version
- 2014v6.0
- 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 J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-25T14:41:37-05:00 | ReturnTs |
| Tax Period End | 2015-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1029 GREENE STREET | AddressLine1Txt |
| City | AUGUSTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580625584 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODWARD ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 4047654023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1662 RUGBY AVENUE | AddressLine1Txt |
| City | COLLEGE PARK | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303372199 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY SANDERSON | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4047654023 | PhoneNum |
| Signature | 2016-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH MORRISON | PreparerPersonNm |
| PTIN | P00231389 | PTIN |
| Phone | 7067243557 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KELLY SANDERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1662 RUGBY AVENUE | AddressLine1Txt |
| City | COLLEGE PARK | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30337 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $98,650,643 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WOODWARD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1900 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | WOODWARD ACADEMY PROVIDES COLLEGE PREPARATORY EDUCATION FOR STUDENTS IN PRE-K THROUGH GRADE 12 | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 942 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | -$153,269 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$153,269 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,887,917 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,279,817 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,389,454 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $60,818,295 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,381,487 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,710,338 | CYInvestmentIncomeAmt |
| PY Other Revenue | $420,467 | PYOtherRevenueAmt |
| CY Other Revenue | -$42,355 | CYOtherRevenueAmt |
| PY Total Revenue | $70,079,325 | PYTotalRevenueAmt |
| CY Total Revenue | $70,766,095 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,150,314 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,083,698 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,990,071 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,135,605 | PYOtherExpensesAmt |
| CY Other Expenses | $23,643,366 | CYOtherExpensesAmt |
| PY Total Expenses | $65,285,919 | PYTotalExpensesAmt |
| CY Total Expenses | $67,727,064 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,793,406 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,039,031 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $296,382,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $294,543,292 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $122,123,755 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $120,703,658 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $174,258,361 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $173,839,634 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WOODWARD ACADEMY COMBINES THE PROUD TRADITIONS OF ATLANTA'S OLDEST COLLEGE-PREPARATORY SCHOOL WITH AN INNOVATIVE, CHALLENGING AND WELL-ROUNDED EDUCATIONAL EXPERIENCE. IN A BROADLY DIVERSE AND CARING COMMUNITY, WOODWARD EMBRACES THE UNIQUENESS OF EACH INDIVIDUAL. GUIDED BY OUR CORE VALUES OF EXCELLENCE, CHARACTER AND OPPORTUNITY, WE CHAMPION STUDENT SUCCESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $58,949,124 | ExpenseAmt |
| Revenue | $60,910,253 | RevenueAmt |
| Desc | PROVIDED COLLEGE PREPARATORY EDUCATION FOR STUDENTS IN PRESCHOOL THROUGH GRADE TWELVE (APPROXIMATELY 2,700 STUDENTS) | Desc |
| Total Program Service Expenses | $58,949,124 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 207 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 942 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISE MANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4047654023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1662 RUGBY AVENUE | AddressLine1Txt |
| City | COLLEGE PARK | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303372119 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MR BEN F JOHNSON III | |||||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR ROBERT E BOWERS | |||||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR J RUSSELL WELCH | |||||||||
| VICE-CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS MADELYN R ADAMS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR GERALD R BENJAMIN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR RONALD M BRILL | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR CHRIS MICHAEL CARLOS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR CLARENCE DAVIS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR A ADAIR DICKERSON JR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR MICHAEL S DRUCKER | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR XAVIER A DURALDE | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR NANCY H GALLUPS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR JAMES F JONES JR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR IAN LLOYD-JONES | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR GENE W MILNER JR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS MARY S MOORE | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR CARLOS S MORENO | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR GEORGE S MORGAN SR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS BELINDA M J MORRIS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS MARIE L NYGREN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR TIM A O'BRIEN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS VICKI R PALMER | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR DEEPAK RAGHAVEN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JOHN D RANDOLPH | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS PAULA REYNOLDS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR STEPHEN E ROBERTS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR MITESH SHAH | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR SHI SHAILENDRA | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR SHANNON A SULLIVAN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JAMES E SUTHERLAND | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR LARRY D THOMPSON | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR STEPHEN R HENNESSY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS JO CRANFORD HODGES | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR F STUART GULLEY | |||||||||
| PRESIDENT | 39.00 | $501,835 | $0 | $80,871 | 1.00 | Yes (X) | |||
| MS KELLY SANDERSON | |||||||||
| VICE PRESIDENT/TREASURER | 25.00 | $194,370 | $0 | $31,553 | 15.00 | Yes (X) | |||
| MR ROBERT HAWKS | |||||||||
| VICE PRESIDENT | 40.00 | $257,171 | $0 | $51,872 | Yes (X) | ||||
| MS REBECCA ECKSTEIN | |||||||||
| VICE PRESIDENT | 40.00 | $194,518 | $0 | $22,922 | Yes (X) | ||||
| MR CHRIS M FREER | |||||||||
| VICE PRESIDENT | 40.00 | $199,315 | $0 | $56,628 | Yes (X) | ||||
| MS MARCIA SPILLER | |||||||||
| VICE PRESIDENT | 40.00 | $243,382 | $0 | $79,548 | Yes (X) | ||||
| MR LEE CONNER | |||||||||
| ADMINISTRATOR | 40.00 | $156,159 | $0 | $20,941 | Yes (X) | ||||
| MR EDWIN NOTESTINE | |||||||||
| ADMINISTRATOR | 40.00 | $164,713 | $0 | $17,975 | Yes (X) | ||||
| MR DANA PHILLIPS | |||||||||
| ADMINISTRATOR | 40.00 | $129,425 | $0 | $33,937 | Yes (X) | ||||
| MS ANNIE SMITH | |||||||||
| ADMINISTRATOR | 40.00 | $136,845 | $0 | $14,298 | Yes (X) | ||||
| MS TONIA R WEBB | |||||||||
| ADMINISTRATOR | 40.00 | $129,389 | $0 | $20,730 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,307,122 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $431,275 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | 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 |
|---|---|---|---|---|---|
| JE DUNN CONSTRUCTION COMPANY | |||||
| 2555 CUMBERLAND PKWY SE | ATLANTA | GA | 30339 | CONSTRUCTION | $16,902,082 |
| CARROLL DANIEL CONSTRUCTION CO | |||||
| 921 ATHENS STREET | GAINESVILLE | GA | 30501 | CONSTRUCTION | $1,372,507 |
| MARK PRODUCTS OF GEORGIA | |||||
| 125 KILRAN CT | ROSWELL | GA | 30076 | MILLWORK AND CASEWORK INSTALLATION | $633,323 |
| JAMES WILLIAMS DBA DESIGNED INSTALLATI | |||||
| 215 STONE LEA DRIVE | OXFORD | GA | 30054 | CONSTRUCTION | $456,205 |
| PERKINS WILL INC | |||||
| 1315 PEACHTREE ST NE | ATLANTA | GA | 30309 | ARCHITECT SERVICES | $286,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,279,817 | AllOtherContributionsAmt |
| Noncash Contributions | $250,425 | NoncashContributionsAmt |
| Total Contributions | $3,279,817 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $58,380,443 | $58,380,443 |
| AUXILIARY ACTIVITIES | 900099 | $2,437,852 | $2,437,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $60,818,295 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,659,247 | TotalRevenueColumnAmt |
| Exclusion | $2,659,247 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $493,689 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $619,002 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$125,313 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$125,313 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$153,269 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,956 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,307,637 | SecuritiesAmt |
| Other | $9,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,265,546 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,042,091 | SecuritiesAmt |
| Other | $9,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,051,091 | TotalRevenueColumnAmt |
| Exclusion | $4,051,091 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $82,958 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,958 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $82,958 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,766,095 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,901,253 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$153,269 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,738,294 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,680,556 | TotalAmt |
| Management And General | $1,391,240 | ManagementAndGeneralAmt |
| Fundraising | $289,316 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,386,166 | TotalAmt |
| Program Services | $30,501,424 | ProgramServicesAmt |
| Management And General | $2,088,575 | ManagementAndGeneralAmt |
| Fundraising | $796,167 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,575,763 | TotalAmt |
| Program Services | $1,431,038 | ProgramServicesAmt |
| Management And General | $110,832 | ManagementAndGeneralAmt |
| Fundraising | $33,893 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,411,068 | TotalAmt |
| Program Services | $4,048,515 | ProgramServicesAmt |
| Management And General | $264,362 | ManagementAndGeneralAmt |
| Fundraising | $98,191 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,030,145 | TotalAmt |
| Program Services | $2,640,738 | ProgramServicesAmt |
| Management And General | $296,818 | ManagementAndGeneralAmt |
| Fundraising | $92,589 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,813 | TotalAmt |
| Management And General | $257,813 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,070 | TotalAmt |
| Management And General | $80,070 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,417 | TotalAmt |
| Management And General | $198,417 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,610 | TotalAmt |
| Management And General | $48,610 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,578 | TotalAmt |
| Management And General | $1,050,370 | ManagementAndGeneralAmt |
| Fundraising | $2,208 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,279 | TotalAmt |
| Program Services | $595,279 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,781,885 | TotalAmt |
| Program Services | $1,781,885 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,650 | TotalAmt |
| Management And General | $82,650 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,100,338 | TotalAmt |
| Program Services | $1,100,338 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,710,544 | TotalAmt |
| Program Services | $5,710,544 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,057 | TotalAmt |
| Management And General | $401,057 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EDUCATIONAL PROGRAM EXP | $3,973,723 | $3,973,723 |
| EQUIPMENT RENTAL & MAIN | $3,305,074 | $3,305,074 |
| AUXILIARY PROGRAMS EXPE | $2,298,764 | $2,298,764 |
| DINING EXPENSES | $1,561,802 | $1,561,802 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,194,762 | TotalAmt |
| Management And General | $517,055 | ManagementAndGeneralAmt |
| Fundraising | $677,707 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,727,064 | TotalAmt |
| Program Services | $58,949,124 | ProgramServicesAmt |
| Management And General | $6,787,869 | ManagementAndGeneralAmt |
| Fundraising | $1,990,071 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,525,724 | BOYAmt |
| EOY | $17,666,277 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,844,138 | BOYAmt |
| EOY | $1,672,706 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,547 | BOYAmt |
| EOY | $570,821 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,097 | BOYAmt |
| EOY | $101,666 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,173 | BOYAmt |
| EOY | $191,990 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,945 | BOYAmt |
| EOY | $806,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $207,170,028 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,220,057 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,654,278 | BOYAmt |
| EOY | $145,949,971 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,632,083 | BOYAmt |
| EOY | $86,229,757 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,897,544 | BOYAmt |
| EOY | $40,476,397 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,192,587 | BOYAmt |
| EOY | $877,305 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,382,116 | BOYAmt |
| EOY | $294,543,292 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,636,479 | BOYAmt |
| EOY | $8,404,442 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,835,076 | BOYAmt |
| EOY | $9,274,008 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,000,000 | BOYAmt |
| EOY | $83,000,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,312,500 | BOYAmt |
| EOY | $6,937,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,339,700 | BOYAmt |
| EOY | $13,087,708 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,123,755 | BOYAmt |
| EOY | $120,703,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,942,012 | BOYAmt |
| EOY | $156,126,774 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,672,445 | BOYAmt |
| EOY | $5,849,609 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,643,904 | BOYAmt |
| EOY | $11,863,251 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,258,361 | BOYAmt |
| EOY | $173,839,634 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,382,116 | BOYAmt |
| EOY | $294,543,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,039,031 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,725,820 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5,183,578 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 3 | TotalEasementsCnt |
| Total Acreage | 1.16 | TotalAcreageCnt |
| Historic Structure Easements | 3 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 220.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $10,000 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,147,273 | BeginningYearBalanceAmt |
| Contributions | $1,220,099 | ContributionsAmt |
| Investment Earnings Or Losses | $1,157,852 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $743,688 | GrantsOrScholarshipsAmt |
| Other Expenditures | $71,957 | OtherExpendituresAmt |
| End Year Balance | $16,709,579 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,040,100 | BeginningYearBalanceAmt |
| Contributions | $57,767 | ContributionsAmt |
| Investment Earnings Or Losses | $1,829,675 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $710,315 | GrantsOrScholarshipsAmt |
| Other Expenditures | $69,954 | OtherExpendituresAmt |
| End Year Balance | $15,147,273 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,645,801 | BeginningYearBalanceAmt |
| Contributions | $89,922 | ContributionsAmt |
| Investment Earnings Or Losses | $2,026,262 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $656,588 | GrantsOrScholarshipsAmt |
| Other Expenditures | $65,297 | OtherExpendituresAmt |
| End Year Balance | $14,040,100 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,585,809 | BeginningYearBalanceAmt |
| Contributions | $168,102 | ContributionsAmt |
| Investment Earnings Or Losses | -$415,291 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $629,538 | GrantsOrScholarshipsAmt |
| Other Expenditures | $63,281 | OtherExpendituresAmt |
| End Year Balance | $12,645,801 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,776,637 | BeginningYearBalanceAmt |
| Contributions | $610,890 | ContributionsAmt |
| Investment Earnings Or Losses | $2,895,180 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $618,215 | GrantsOrScholarshipsAmt |
| Other Expenditures | $78,683 | OtherExpendituresAmt |
| End Year Balance | $13,585,809 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.71000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,695,449 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $23,565,725 | OtherCostOrOtherBasisAmt |
| Book Value | $26,261,174 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,994,565 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $162,722,061 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,818,415 | DepreciationAmt |
| Book Value | $114,898,211 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,155,728 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,401,642 | DepreciationAmt |
| Book Value | $4,754,086 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,500 | OtherCostOrOtherBasisAmt |
| Book Value | $36,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $145,949,971 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (24 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH SURRENDER LIFE INSURANCE | $346,745 | F |
| ASSETS HELD IN TRUST | $182,223 | F |
| KING STREET CAPITAL - CLASS S SERIES 4 (24.78 SHS) | $34 | F |
| KING STREET CAPITAL - CLASS S SERIES 5 (60.98 SHS) | $24 | F |
| KING STREET CAPITAL - CLASS S SERIES 18 (44.33 SHS) | $5,490 | F |
| KING STREET CAPITAL - CLASS S SERIES 13 (88.38 SHS) | $6,866 | F |
| LIGHTHOUSE DIVERSIFIED - CLASS A SHARES (2171.45 SHS) | $4,739,517 | F |
| BAY RESOURCE - CLASS D-40 SHARES (598.30 SHS) | $6,892,795 | F |
| KING STREET CAPITAL - CLASS S SERIES 20 (83.31 SHS) | $10,934 | F |
| KING STREET CAPITAL - CLASS S SERIES 14 (7.38 SHS) | $1,448 | F |
| KING STREET CAPITAL - CLASS S SERIES 32 (56.44 SHS) | $6,827 | F |
| COCA-COLA (490520 SHS) | $20,091,699 | F |
| KING STREET CAPITAL - CLASS S SERIES 56 (120.97 SHS) | $13,092 | F |
| KING STREET CAPITAL - CLASS S SERIES 60 (1169.46 SHS) | $124,479 | F |
| KING STREET CAPITAL - CLASS A SERIES 1 (26583.81 SHS) | $4,424,939 | F |
| BREVAN HOWARD ASIA FUND - #1 (5570.91 SH) | $1,369,769 | F |
| KING STREET CAPITAL - CLASS S SERIES 53 (.64 SHS) | $90 | F |
| KING STREET CAPITAL - CLASS S SERIES 28 (3.02 SHS) | $585 | F |
| VISIUM GLOBAL OFFSHORE FUND, LTD - CLASS A/ MAY 01, 2010 (1300.76 SHS) | $2,125,692 | F |
| KING STREET CAPITAL - CLASS S SERIES 65 (110.87 SHS) | $7,676 | F |
| KING STREET CAPITAL - CLASS S SERIES 70 (151.84 SHS) | $16,449 | F |
| KING STREET CAPITAL - CLASS S SERIES 75 (51.40 SHS) | $3,674 | F |
| KING STREET CAPITAL - CLASS S SERIES 80 (979.38 SHS) | $97,057 | F |
| KING STREET CAPITAL - CLASS S SERIES 85 (83.68 SHS) | $8,293 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $40,476,397 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATION | $96,893 |
| SWAP INTEREST AGREEMENTS | $12,949,477 |
| PLAN 457(B) LIABILITY | $4,381 |
| OTHER LIABILITIES | $36,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,087,708 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $72,462,132 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,725,820 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,694,537 | OtherRevenueAmt |
| Revenue Not Reported | $6,420,357 | RevenueNotReportedAmt |
| Revenue Subtotal | $66,041,775 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $198,417 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $4,525,903 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,724,320 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $70,766,095 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $72,583,220 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $6,859,573 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,859,573 | ExpensesNotReportedAmt |
| Expenses Subtotal | $65,723,647 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $198,417 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,805,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,003,417 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $67,727,064 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THERE IS NO SPECIAL ACCOUNTING FOR THE SCHOOL'S CONSERVATION EASEMENTS. TWO HISTORICAL STRUCTURES ARE USED IN THE NORMAL OPERATIONS OF THE SCHOOL AS OFFICES. THE THIRD STRUCTURE IS THE CEREMONIAL FRONT GATE OF THE SCHOOL. THE MONITORING, INSPECTING AND ENFORCING OF EASEMENTS IS PART OF THE NORMAL HOUSEKEEPING AND MAINTENANCE ACTIVITIES OF THE SCHOOL'S FACILITIES DEPARTMENT. THE HISTORICAL CHARACTER OF THE STRUCTURES IS MAINTAINED WHEN REPAIRS AND MAINTENANCE ARE MADE. THERE IS AN ENDOWED FUND FOR THE MAINTENANCE OF ONE OF THE BUILDINGS. AN AMOUNT EQUAL TO 5% OF THE MARKET VALUE OF THE FUND IS UTILIZED EACH YEAR TO PARTIALLY OFFSET THE COSTS OF MAINTAINING THIS BUILDING. |
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT FUNDS ARE INTENDED FOR USE IN PROVIDING FINANCIAL AID TO WOODWARD ACADEMY STUDENTS, AWARDS TO OUTSTANDING WOODWARD ACADEMY STUDENTS, FUNDS FOR CURRICULUM ENRICHMENT AND ENHANCEMENT IN FACULTY SALARIES AND MAINTENANCE OF THE ALUMNI CENTER. |
| PART X, LINE 2: | INCOME TAXES - THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). IT IS MANAGEMENT'S OPINION THAT UNRELATED BUSINESS ACTIVITIES UNDERTAKEN BY THE SCHOOL WHICH COULD GENERATE UNRELATED BUSINESS INCOME TAX RESULTED IN A NET LOSS FOR THE PERIOD UNDER AUDIT, AND ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND BELIEVES THAT THE SCHOOL CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT MAY 31, 2015. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS AND DETERMINED THE SCHOOL HAD NO UNCERTAIN INCOME TAX POSITIONS AT MAY 31, 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE REPORTED ON STUDENT TRANSPORT INC 58-1806042 4,161,414. RENT EXPENSE NETTED AGAINST RENTAL INCOME 524,123. GAIN ON SALE OF ASSETS RECORDED UNDER EXPENSE 9,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTERCOMPANY TRANSACTION 1,805,000. DECREASE IN VALUE OF SPLIT INTEREST AGREEMENT 9,852. UNREALIZED LOSS ON SWAPS 2,711,051. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSE REPORTED ON STUDENT TRANSPORT INC 58-1806042 3,863,775. UNREALIZED GAIN ON INTERST RATE SWAP NETTED AGAINST INTEREST EXPENSE 2,462,675. RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 524,123. GAIN ON SALE OF ASSETS RECORDED UNDER EXPENSE 9,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTERCOMPANY TRANSFER 1,805,000. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE APPLICATION FOR ADMISSION AND ALL THE SCHOOL'S ADVERTISING TO SOLICIT POTENTIAL STUDENTS STATES THAT THE SCHOOL HAS A NONDISCRIMINATORY POLICY OF ADMISSION. THE SCHOOL'S ADMISSIONS WEBSITE STATES THAT THE SCHOOL HAS A NONDISCRIMINATORY POLICY. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA & CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $19,855,730 | RegionTotalExpendituresAmt |
| 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 | $19,855,730 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $19,855,730 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Purpose Of Grant | EDUCATION | PurposeOfGrantTxt |
| Cash Grant | $10,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE F, PART IV, QUESTION #3 | THE ORGANIZATION HAD AN OWNERSHIP IN CERTAIN FOREIGN CORPORATIONS (INVESTMENTS) DURING THE TAX YEAR, THE INVESTMENT AMOUNT WAS NOT HIGH ENOUGH TO RENDER THE FILING OF FORM 5471. |
| FORM 990, SCHEDULE F, PART IV, QUESTION #4 | THE ORGANIZATION IS AN INVESTOR IN ONE OR MORE "PASSIVE FOREIGN INVESTMENT COMPANIES" ("PFICS"). THE ORGANIZATION DID NOT RECEIVE ANY TAXABLE DISTRIBUTIONS FROM ANY OF THE PFICS DURING FISCAL YEAR ENDED 5/31/2015. FORM 8621 IS NOT BEING FILED PURSUANT TO IRS GUIDANCE SET FORTH IN REG. SEC. 1.1291-1(E)." |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 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 (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR F STUART GULLEY | ||||||||||||||
| PRESIDENT | $396,964 | $0 | $0 | $0 | $104,871 | $0 | $56,600 | $0 | $24,271 | $0 | $582,706 | $0 | $0 | $0 |
| MS KELLY SANDERSON | ||||||||||||||
| VICE PRESIDENT/TREASURER | $194,370 | $0 | $0 | $0 | $0 | $0 | $12,248 | $0 | $19,305 | $0 | $225,923 | $0 | $0 | $0 |
| MR ROBERT HAWKS | ||||||||||||||
| VICE PRESIDENT | $253,755 | $0 | $0 | $0 | $3,416 | $0 | $35,600 | $0 | $16,272 | $0 | $309,043 | $0 | $0 | $0 |
| MS REBECCA ECKSTEIN | ||||||||||||||
| VICE PRESIDENT | $194,518 | $0 | $0 | $0 | $0 | $0 | $9,000 | $0 | $13,922 | $0 | $217,440 | $0 | $0 | $0 |
| MR CHRIS M FREER | ||||||||||||||
| VICE PRESIDENT | $199,315 | $0 | $0 | $0 | $0 | $0 | $12,248 | $0 | $44,380 | $0 | $255,943 | $0 | $0 | $0 |
| MS MARCIA SPILLER | ||||||||||||||
| VICE PRESIDENT | $243,382 | $0 | $0 | $0 | $0 | $0 | $44,980 | $0 | $34,568 | $0 | $322,930 | $0 | $0 | $0 |
| MR LEE CONNER | ||||||||||||||
| ADMINISTRATOR | $156,159 | $0 | $0 | $0 | $0 | $0 | $9,513 | $0 | $11,428 | $0 | $177,100 | $0 | $0 | $0 |
| MR EDWIN NOTESTINE | ||||||||||||||
| ADMINISTRATOR | $164,713 | $0 | $0 | $0 | $0 | $0 | $9,825 | $0 | $8,150 | $0 | $182,688 | $0 | $0 | $0 |
| MR DANA PHILLIPS | ||||||||||||||
| ADMINISTRATOR | $129,425 | $0 | $0 | $0 | $0 | $0 | $7,728 | $0 | $26,209 | $0 | $163,362 | $0 | $0 | $0 |
| MS ANNIE SMITH | ||||||||||||||
| ADMINISTRATOR | $117,946 | $0 | $0 | $0 | $18,899 | $0 | $625 | $0 | $13,673 | $0 | $151,143 | $0 | $0 | $0 |
| MS TONIA R WEBB | ||||||||||||||
| ADMINISTRATOR | $129,389 | $0 | $0 | $0 | $0 | $0 | $8,003 | $0 | $12,727 | $0 | $150,119 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | ||||||||
| A | 581506878 | 359900ZR1 | 2002-10-24 | $27,000,000 | CONSTRUCT & RENOVATE MIDDLE SCHOOL CLASSROOMS & ARTS FACILITY-NORTH CAMPUS | 0 | 0 | 0 |
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | ||||||||
| B | 581506878 | 359900ZK6 | 2006-08-10 | $11,000,000 | CONSTRUCT NEW PRIMARY SCHOOL CAMPUS | 0 | 0 | 0 |
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | ||||||||
| C | 581506878 | 359900ZH3 | 2008-06-10 | $32,000,000 | CONSTRUCT & RENOVATE ATHLETIC FACILITIES & SUPPORT SPACES | 0 | 0 | 0 |
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | ||||||||
| D | 581506878 | 359900ZJ9 | 2007-08-23 | $13,000,000 | CONSTRUCT & RENOVATE UPPER SCHOOL CLASSROOM FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $27,312,631 | $287,000 | $27,025,631 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
| B | $11,262,133 | $184,984 | $11,077,149 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
| C | $32,414,132 | $193,276 | $32,220,856 | 2009 | 0 | 0 | Yes (1) | Yes (1) |
| D | $13,252,860 | $317,731 | $12,935,129 | 2008 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 0 |
| D | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR F STUART GULLEY | PersonNm |
| Relationship With Org | PRESIDENT | RelationshipWithOrgTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $200,000 | OriginalPrincipalAmt |
| Balance Due | $101,666 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $101,666 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MR BEN JOHNSON | |||
| CHAIRMAN OF BOARD | $161,269 | FORMER PARTNER AT ALSTON AND BIRD - ALSTON AND BIRD ADVISES WOODWARD ACADEMY REGARDING LEGAL AFFAIRS. | 0 |
| MR JAMES SUTHERLAND | |||
| BOARD MEMBER | $1,201,233 | OWNER OF SUTHERLAND FOODS - WOODWARD ACADEMY PURCHASES FOOD FOR DINING SERVICES FROM SUTHERLAND FOODS. | 0 |
| MR KENNETH HOPKINS | |||
| SON-IN-LAW OF MR. SUTHERLAND (BOARD MEMBER) | $302,160 | OWNER OF TROPIC DESIGNS, INC.- TROPIC DESIGNS PROVIDES TURF MANAGEMENT SERVICES FOR WOODWARD ACADEMY ATHLETIC FIELDS. | 0 |
| MR GENE MILNER | |||
| BOARD MEMBER | $80,228 | OWNER OF MILNER, INC. WOODWARD ACADEMY PURCHASES OFFICE SUPPLIES FOR PROGRAM AND ADMINISTRATIVE SERVICES FROM MILNER INC. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $250,425 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET SALES PRICE | MethodOfDeterminingRevenuesTxt |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | AUDIT COMMITTEE AND THE FINANCE AND EXECUTIVE COMMITTEE REVIEW AND APPROVE THE FORM 990. AN ELECTRONIC COPY OF THE FORM 990 IS SENT TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND CERTIFY THAT THEY HAVE READ AND ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS WHO HAVE A POTENTIAL CONFLICT OF INTEREST ABSTAIN FROM VOTING ON ISSUES INVOLVING THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE VP FOR FINANCE AND ADMINISTRATION RESEARCHES COMPARABLE COMPENSATION DATA AND PROVIDES THE INFORMATION TO THE PRESIDENT AND THE COMPENSATION COMMITTEE. COMPARABLE DATA FROM THE FOLLOWING GROUPS ARE USED: ALL MEMBER SCHOOLS OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS), ALL NON-MEMBER SCHOOLS THAT REPORT TO NAIS, ALL GEORGIA INDEPENDENT SCHOOLS, AND THE 30 LARGEST INDEPENDENT SCHOOLS IN THE U.S. IN DETERMINING COMPENSATION. SOME OF THE FACTORS CONSIDERED INCLUDE THE EXPERIENCE OF THE EMPLOYEE AND THE SIZE AND COMPLEXITY OF THE SCHOOL IN RELATION TO THE SCHOOLS IN THE COMPARISON DATA. THE COMPENSATION COMMITTEE APPROVES AND DOCUMENTS THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES AND ALL OFFICERS AND KEY EMPLOYEES RECEIVE ANNUAL WRITTEN CONTRACTS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE SCHOOL'S FORMS 1023, 990 AND 990T ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS ON INTEREST RATE SWAP AGREEMENT -2,711,051. DECREASE IN VALUE OF SPLIT INTEREST AGREEMENTS -9,852. INTEREST AND FEES ON INTEREST RATE SWAP AGREEMENTS -2,462,675. |
| PAGE 12, SECTION XI, LINE 2C | THE AUDIT COMMITTEE OF THE BOARD OF GOVERNORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT PROCESS AND THE SELECTION OF INDEPENDENT AUDITORS. |
| FORM 990, PART V, LINES 1C, 7G & 7H | THE ORGANIZATION DID NOT RECEIVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY AND WAS THEREFORE NOT REQUIRED TO FILE FORM 8899. LIKEWISE, THERE WERE NO CONTRIBUTIONS OF CARS, BOATS, AIRPLANES, OR OTHER VEHICLES, AND FORM 1098-C WAS NOT REQUIRED. THE ORGANIZATION DID NOT HAVE ANY REPORTABLE PAYMENTS TO VENDORS OR REPORTABLE GAMING (GAMBLING) WINNINGS TO PRIZE WINNERS AND THEREFORE, THE BACKUP WITHHOLDING RULES DID NOT APPLY. THE GOVERNING BOARD HAS DELEGATED AUTHORITY TO THE FINANCE & EXECUTIVE COMMITTEES (22 MEMBERS) TO ACT ON BEHALF OF THE BOARD. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| WA RETAIL CENTER LLC | |||||||||
| 1662 RUGBY AVENUE | COLLEGE PARK | GA | 30337 | 464115766 | RENTAL REAL ESTATE | GA | $802,454 | $7,297,726 | WOODWARD ACADEMY INC |
| WA RETAIL PARKING LLC | |||||||||
| 1662 RUGBY AVENUE | COLLEGE PARK | GA | 30337 | 464122321 | PARKING LOT | GA | $0 | $287,502 | WOODWARD ACADEMY INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUDENT TRANSPORT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2836 RN MARTIN STREET | AddressLine1Txt |
| City | EAST POINT | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581806042 | EIN |
| Primary Activities | BUS TRANSPORTATION OF WOODWARD ACADEMY STUDENTS | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(1), TYPE 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODWARD ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| STUDENT TRANSPORT INC | ||
| M | $1,245,000 | PER FINANCIAL STATEMENT |
| STUDENT TRANSPORT INC | ||
| R | $588,480 | PER FINANCIAL STATEMENT |
| WOODWARD ACADEMY RETAIL CENTER LLC | ||
| D | $6,937,500 | PER FINANCIAL STATEMENT |
| WOODWARD ACADEMY RETAIL CENTER LLC | ||
| R | $506,749 | PER FINANCIAL STATEMENT |