TABOR ACADEMY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TABOR ACADEMY (EIN 04-2103632)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201611379349301096
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T08:21:42-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tabor Academy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTOPHER J WINSLOW | InCareOfNm |
| Business Name Control | TABO | BusinessNameControlTxt |
| Phone | 5087482000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 Spring Street | AddressLine1Txt |
| City | Marion | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER J WINSLOW | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6177237900 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J BUTLER JR | PreparerPersonNm |
| PTIN | P00037953 | PTIN |
| Phone | 6177237900 | PhoneNum |
| Preparation | 2016-05-16 | PreparationDt |
| 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 | John H Quirk | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 Spring street | AddressLine1Txt |
| City | Marion | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,150,186 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.taboracademy.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1876 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | A coeducational college prepatory boarding and day school that provides distinctive opportunities for students. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 269 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | -$7,290 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$16,690 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,433,493 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,209,628 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,511,932 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,097,229 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,370,094 | PYInvestmentIncomeAmt |
| CY Investment Income | $639,512 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $37,315,519 | PYTotalRevenueAmt |
| CY Total Revenue | $30,946,369 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,471,175 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,193,775 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,936,291 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,188,873 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,600,046 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,563,509 | PYOtherExpensesAmt |
| CY Other Expenses | $11,373,442 | CYOtherExpensesAmt |
| PY Total Expenses | $29,970,975 | PYTotalExpensesAmt |
| CY Total Expenses | $31,756,090 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,344,544 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$809,721 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $98,026,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,756,317 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,288,444 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,119,361 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,737,560 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,636,956 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TABOR ACADEMY FOCUSES ITS ACADEMIC PROGRAMS TO INSPIRE A LIFE-LONG LOVE OF LEARNING, TO INSTILL A PASSION FOR THE HIGHEST STANDARDS OF ACHIEVEMENT, TO ENCOURAGE PERSONAL RESPONSIBILITY, AND TO FOSTER CARE FOR OTHERS AND COMMITTED CITIZENSHIP. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Activity | 90009 | ActivityCd |
| Expense | $25,621,740 | ExpenseAmt |
| Grant | $6,193,775 | GrantAmt |
| Revenue | $27,097,229 | RevenueAmt |
| Desc | Tabor Academy educates approximately 500 students. As the "School By the Sea," Tabor sustains a unique maritime heritage that embodies, in all its programs, the qualities a seagoing life requires: Thoughtful preparation for, and awareness of the wider world, perseverance, courage, good humor, a sense of direction, and humility. Tabor's faculty commit themselves to balancing high demands with genuine affection for their students and to fostering relationships founded on the compassion, personal integrity, and trust that anchor tabor's community. | Desc |
| Total Program Service Expenses | $25,621,740 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 100 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 269 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER J WINSLOW | PersonNm |
| Phone | 5082918370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 SPRING STREET | AddressLine1Txt |
| City | Marion | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Other CompensationOtherCompensationAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CARMINE A MARTIGNETTI | ||||||||
| chairman | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| PAUL J MURPHY | ||||||||
| vice-chair and SECRETARY | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| david a barrett | ||||||||
| treasurer | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| elizabeth welsh eyler | ||||||||
| secretary | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| CLEMENT C BENENSON | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| keith n browning | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | |||||
| JOANNE M FALLON | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| anthony featherstone | ||||||||
| trustee (as of 5/2/15) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PETER T FRANCIS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| KRISTIANE C GRAHAM | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| SUSAN S GROSART | ||||||||
| TRUSTEE (thru 5/2/15) | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| ANGUS H LEARY | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| JENNIFER C NOERING MCINTIRE | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| WILLIAM L PHELPS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| TRAVIS ROY | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| GARRARD K SCHAEFER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| Regina Shakin | ||||||||
| TRUSTEE (as of 5/2/15) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| phillips g smith | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| JAMES A TOMLINSON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | ||||
| DAVID WALLACE | ||||||||
| TRUSTEE (thru 5/2/15) | 1.0 | 0.0 | Yes (X) | |||||
| Sumner Waring | ||||||||
| TRUSTEE (as of 5/2/15) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS S WOLFE | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| GEOFFREY H WORRELL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | |||
| JOHN H QUIRK | ||||||||
| HEAD OF SCHOOL | 40.0 | 0.0 | Yes (X) | $239,678 | $52,772 | |||
| PAUL C WHITE | ||||||||
| Bus. Mgr. thru 5/14 & Faculty | 40.0 | 0.0 | Yes (X) | $179,514 | $38,358 | |||
| Christopher j winslow | ||||||||
| CFO (as of 5/12/14) | 40.0 | 0.0 | Yes (X) | $107,483 | $17,595 | |||
| MARK AIMONE | ||||||||
| DIRECTOR OF ADVANCEMENT | 40.0 | 0.0 | $129,612 | $66,866 | $0 | Yes (X) | ||
| ANDREW L MCCAIN | ||||||||
| DIRECTOR OF ADMISSIONS | 40.0 | 0.0 | $110,082 | $109,287 | Yes (X) | |||
| DONALD B WING | ||||||||
| PLANT OPERATIONS | 40.0 | 0.0 | $141,943 | $32,262 | Yes (X) | |||
| RICHARD E ROLLER | ||||||||
| ASSISTANT HEAD OF SCHOOL | 40.0 | 0.0 | $118,842 | $22,567 | Yes (X) | |||
| Robert r thompson | ||||||||
| director of planned giving | 40.0 | 0.0 | $101,510 | $17,006 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,128,664 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $356,713 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| saltonstall architects inc | |||||
| 30 wareham st | MARION | MA | 02738 | architectural design | $131,720 |
| GRANT THORNTON LLP | |||||
| 75 STATE STREET | BOSTON | MA | 02109 | ACCOUNTING | $124,136 |
| above the line programming group | |||||
| 12 lafayette ave | HINGHAM | MA | 02043 | video production | $113,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,209,628 | AllOtherContributionsAmt |
| Noncash Contributions | $781,571 | NoncashContributionsAmt |
| Total Contributions | $3,209,628 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611710 | $26,353,890 | $26,353,890 |
| STUDENT AND AUXILIARY ACTIVITIES | 611710 | $743,339 | $743,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,097,229 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $615,455 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$7,367 | UnrelatedBusinessRevenueAmt |
| Exclusion | $622,822 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,181,998 | SecuritiesAmt |
| Other | $45,785 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,203,817 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$21,819 | SecuritiesAmt |
| Other | $45,785 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,057 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $77 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,980 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,946,369 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,097,229 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$7,290 | UnrelatedBusinessRevenueAmt |
| Exclusion | $646,802 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,193,775 | TotalAmt |
| Program Services | $6,193,775 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,104,725 | TotalAmt |
| Program Services | $267,706 | ProgramServicesAmt |
| Management And General | $672,385 | ManagementAndGeneralAmt |
| Fundraising | $164,634 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,659,953 | TotalAmt |
| Program Services | $8,078,774 | ProgramServicesAmt |
| Management And General | $777,957 | ManagementAndGeneralAmt |
| Fundraising | $803,222 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,410,534 | TotalAmt |
| Program Services | $1,179,207 | ProgramServicesAmt |
| Management And General | $114,253 | ManagementAndGeneralAmt |
| Fundraising | $117,074 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,235,804 | TotalAmt |
| Program Services | $1,033,132 | ProgramServicesAmt |
| Management And General | $100,100 | ManagementAndGeneralAmt |
| Fundraising | $102,572 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $777,857 | TotalAmt |
| Program Services | $650,289 | ProgramServicesAmt |
| Management And General | $63,006 | ManagementAndGeneralAmt |
| Fundraising | $64,562 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,433 | TotalAmt |
| Management And General | $24,433 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,211 | TotalAmt |
| Management And General | $108,211 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,207 | TotalAmt |
| Management And General | $289,207 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,009 | TotalAmt |
| Program Services | $1,214,989 | ProgramServicesAmt |
| Management And General | $83,430 | ManagementAndGeneralAmt |
| Fundraising | $70,590 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,513 | TotalAmt |
| Program Services | $61,955 | ProgramServicesAmt |
| Management And General | $39,782 | ManagementAndGeneralAmt |
| Fundraising | $87,776 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,649 | TotalAmt |
| Program Services | $256,584 | ProgramServicesAmt |
| Management And General | $159,823 | ManagementAndGeneralAmt |
| Fundraising | $35,242 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,343 | TotalAmt |
| Program Services | $6,812 | ProgramServicesAmt |
| Management And General | $263,507 | ManagementAndGeneralAmt |
| Fundraising | $21,024 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,064,338 | TotalAmt |
| Program Services | $1,686,209 | ProgramServicesAmt |
| Management And General | $378,129 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,040 | TotalAmt |
| Program Services | $12,576 | ProgramServicesAmt |
| Management And General | $39,332 | ManagementAndGeneralAmt |
| Fundraising | $118,132 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,006 | TotalAmt |
| Program Services | $125,951 | ProgramServicesAmt |
| Management And General | $2,837 | ManagementAndGeneralAmt |
| Fundraising | $15,218 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,215 | TotalAmt |
| Management And General | $427,215 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,953,467 | TotalAmt |
| Program Services | $1,953,467 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,041 | TotalAmt |
| Management And General | $238,041 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INSTRUCTION | $777,818 | $777,818 | |
| STUDENT SUPPORT | $802,778 | $802,778 | |
| WATERFRONT | $383,580 | $383,580 | |
| ADMINISTRATIVE | $560,989 | $560,989 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,127,805 | TotalAmt |
| Program Services | $936,138 | ProgramServicesAmt |
| Management And General | $191,667 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,756,090 | TotalAmt |
| Program Services | $25,621,740 | ProgramServicesAmt |
| Management And General | $4,534,304 | ManagementAndGeneralAmt |
| Fundraising | $1,600,046 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,307,155 | BOYAmt |
| EOY | $2,853,370 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,428 | BOYAmt |
| EOY | $4,827,710 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,806,711 | BOYAmt |
| EOY | $5,088,057 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $570,344 | BOYAmt |
| EOY | $475,510 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,097 | BOYAmt |
| EOY | $411,763 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $987,374 | BOYAmt |
| EOY | $824,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $73,013,436 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,356,920 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,589,817 | BOYAmt |
| EOY | $37,656,516 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,162,113 | BOYAmt |
| EOY | $21,666,532 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,013,289 | BOYAmt |
| EOY | $14,527,703 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,495,676 | BOYAmt |
| EOY | $9,424,295 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,026,004 | BOYAmt |
| EOY | $97,756,317 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,892,345 | BOYAmt |
| EOY | $3,339,779 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,400,000 | BOYAmt |
| EOY | $9,150,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $780,000 | BOYAmt |
| EOY | $519,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,216,099 | BOYAmt |
| EOY | $8,110,582 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,288,444 | BOYAmt |
| EOY | $21,119,361 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,370,166 | BOYAmt |
| EOY | $23,265,991 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,728,748 | BOYAmt |
| EOY | $28,352,374 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,638,646 | BOYAmt |
| EOY | $25,018,591 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,737,560 | BOYAmt |
| EOY | $76,636,956 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,026,004 | BOYAmt |
| EOY | $97,756,317 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$809,721 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $790,928 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$81,811 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $2,112,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,460,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,457,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,433,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,209,628 | CurrentTaxYearAmt |
| Total | $23,673,273 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,112,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,460,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,457,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,433,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,209,628 | CurrentTaxYearAmt |
| Total | $23,673,273 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,490,463 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,182,810 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $307,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $285,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $320,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $622,821 | CurrentTaxYearAmt |
| Total | $1,853,791 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,801 | CurrentTaxYearMinus2YearsAmt |
| Total | $87,151 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,614,215 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $130,643,605 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86604 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88954 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,654,782 | BeginningYearBalanceAmt |
| Contributions | $694,446 | ContributionsAmt |
| Investment Earnings Or Losses | $778,155 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $660,979 | GrantsOrScholarshipsAmt |
| Other Expenditures | $612,317 | OtherExpendituresAmt |
| Administrative Expenses | $216,704 | AdministrativeExpensesAmt |
| End Year Balance | $40,637,383 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,506,097 | BeginningYearBalanceAmt |
| Contributions | $758,254 | ContributionsAmt |
| Investment Earnings Or Losses | $5,503,587 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $647,998 | GrantsOrScholarshipsAmt |
| Other Expenditures | $841,652 | OtherExpendituresAmt |
| Administrative Expenses | $177,853 | AdministrativeExpensesAmt |
| End Year Balance | $41,100,435 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,051,916 | BeginningYearBalanceAmt |
| Contributions | $408,131 | ContributionsAmt |
| Investment Earnings Or Losses | $3,953,206 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $497,475 | GrantsOrScholarshipsAmt |
| Other Expenditures | $751,099 | OtherExpendituresAmt |
| Administrative Expenses | $144,321 | AdministrativeExpensesAmt |
| End Year Balance | $31,020,358 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,297,987 | BeginningYearBalanceAmt |
| Contributions | $709,880 | ContributionsAmt |
| Investment Earnings Or Losses | -$606,965 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $476,188 | GrantsOrScholarshipsAmt |
| Other Expenditures | $757,643 | OtherExpendituresAmt |
| Administrative Expenses | $115,155 | AdministrativeExpensesAmt |
| End Year Balance | $28,051,916 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,105,406 | BeginningYearBalanceAmt |
| Contributions | $405,804 | ContributionsAmt |
| Investment Earnings Or Losses | $4,191,726 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $496,656 | GrantsOrScholarshipsAmt |
| Other Expenditures | $801,288 | OtherExpendituresAmt |
| Administrative Expenses | $107,005 | AdministrativeExpensesAmt |
| End Year Balance | $29,297,987 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18364 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36738 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44897 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $659,759 | OtherCostOrOtherBasisAmt |
| Book Value | $659,759 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,085,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,558,550 | DepreciationAmt |
| Book Value | $28,526,863 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,139,553 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,325,431 | DepreciationAmt |
| Book Value | $1,814,122 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,356,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,472,939 | DepreciationAmt |
| Book Value | $2,883,554 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,772,218 | OtherCostOrOtherBasisAmt |
| Book Value | $3,772,218 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,656,516 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN PARTNERSHIPS | Desc |
| Book Value | $14,527,703 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,527,703 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETU | $7,895,354 |
| BENEFICIAL INTEREST IN CHARITA | $1,129,054 |
| TRUST INCOME RECEIVABLE | $99,643 |
| STOCK IN TRANSIT | $67,293 |
| OTHER RECEIVABLES | $232,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,424,295 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCED TUITION AND DEPOSIT | $4,364,197 |
| ACCRUED PENSION LIABILITY | $1,038,539 |
| INTEREST RATE SWAP AGREEMENT | $1,886,486 |
| ANNUITIES PAYABLE | $821,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,110,583 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,053,341 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $790,928 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$81,811 | OtherRevenueAmt |
| Revenue Not Reported | $709,117 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,344,224 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $216,704 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $6,385,441 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,602,145 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,946,369 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,153,945 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $25,153,945 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $216,704 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,385,441 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,602,145 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,756,090 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | Endowment serves to support scholarships, faculty, academic and extracurricular programs, and general administration of the school. |
| Schedule D, Part X, Line 2 | The Academy is a not-for-profit organization as described in Section 501(c)(3) of the Internal Revenue Code, as amended (the Code), and is generally exempt from income taxes pursuant to Section 501(a) of the Code. The Academy is required to assess uncertain tax positions and has determined that there were no such positions that are material to the financial statements. |
| Part XI, Line 2d | change in value of split interest agreements ($297,776) change in value of interest rate swap ($135,918) pension related changes $351,883 ------------- TOTAL ($81,811) |
| Part XI and XII, Lines 4b | scholarships $6,193,775 legal settlements $191,666 -------------- total $6,385,441 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | nondiscrimination policy | FormAndLineReferenceDesc |
| Explanation | PArt I, Line 3 Tabor is founded on the belief that a healthy school community finds common ground while embracing differences and, therefore, accepts a racially, ethnically, religiously, economically, and internationally diverse student body. To cultivate and sustain a more diverse and inclusive community, Tabor Academy recognizes that our success as a 21st century school is embedded in a genuine understanding of how the components of diversity reflect the core values of our mission, which is rooted in compassion, respect, trust, honesty, and personal responsibility. Diversity at Tabor encompasses race, ethnicity, gender, socio-economic status, religion, intellectual and physical ability, gender expression, sexual orientation, age, family structure, language and geographic place of origin. We recognize that the establishment of policies, practices, and programs that support the interconnectedness of these cultural identifiers and further develop the cultural competency of our community's members will allow for true dialogue and collaboration within our school and with local, regional, national, and international communities. To that end, we commit ourselves to being a community in which all members have voice, are given respect, and see their identities reflected and affirmed in the curriculum, co-curriculum, and physical and virtual environments of the school. Tabor Academy promulgates each year, its nondiscriminatory policies through several ads in local and regional newspapers during the period of solicitation of students. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT scholarships | GrantTypeTxt |
| Recipient | 193 | RecipientCnt |
| Cash Grant | $6,193,775 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | All grants are scholarships awarded by demonstrated need in the form of tuitioY remission, and they can only be used to reduce the amount of tuition owed by a given family for an academic year. Need is determined by analyzing tax forms and/or other information from School Scholarship Service, Princeton, NJ. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN H QUIRK | ||||||||||||||
| HEAD OF SCHOOL | $239,498 | $0 | $180 | $16,944 | $35,828 | $292,450 | $0 | |||||||
| PAUL C WHITE | ||||||||||||||
| Bus. Mgr. thru 5/14 & Faculty | $178,722 | $0 | $792 | $21,939 | $16,419 | $217,872 | $0 | |||||||
| MARK AIMONE | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | $129,459 | $0 | $153 | $8,221 | $58,645 | $196,478 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| ANDREW L MCCAIN | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $109,963 | $119 | $11,544 | $97,743 | $219,369 | |||||||||
| DONALD B WING | ||||||||||||||
| PLANT OPERATIONS | $139,615 | $2,328 | $17,078 | $15,184 | $174,205 | |||||||||
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | FIRST CLASS TRAVEL International Air Travel - The Head of School (HOS) and Director of Advancement may travel via first class on overseas trips (more than 7 hours) but only if travel reward programs can be used therefore lowering the cost. Travel by Train - The HOS and Director of advancement on occasion use Amtrak first class travel to NYC for Board and Advancement meetings. Use of train first class significantly improves work productivity and the cost difference is minimal this benefit is not considered taxable income to the head of school or dIRECTOR of advancement. TRAVEL FOR COMPANIONS ON A LIMITED BASIS, THE HEAD OF SCHOOL'S SPOUSE ACCOMPANIES HIM AT SCHOOL RELATED EVENTS AS A REPRESENTATIVE OF THE ACADEMY. THIS BENEFIT IS NOT CONSIDERED TAXABLE INCOME TO THE HEAD OF SCHOOL. Housing and Personal Services Consistent with the Academy's unique boarding school environment, the Academy provides a residence for personal use. Pursuant to his employment contract, the Head of School is required to live in close proximity to campus to serve his duties and responsibilities to the Academy, including entertaining students, faculty, and other constituents, and to provide guidance and a safe, welcoming learning environment for students. The residence is furnished for the convenience of the Academy and is not considered taxable income to the Head of School. The Academy is also responsible for maintaining the residence for the Head of School. Any portion of the maintenance that is considered personal in nature is taxable compensation to the Head of School. SOCIAL CLUB DUES THE ACADEMY PROVIDES THE HEAD OF SCHOOL WITH A LIMITED MEMBERSHIP TO THE BEVERLY YACHT CLUB AND LOCAL GOLF CLUB. BOTH MEMBERSHIPS ARE FOR THE CONVENIENCE OF THE ACADEMY AND ITS STUDENTS AND IS NOT CONSIDERED TAXABLE COMPENSATION TO THE HEAD OF SCHOOL. CONVENIENCE OF THE ACADEMY AND ITS STUDENTS AND IS NOT CONSIDERED TAXABLE COMPENSATION TO THE HEAD OF SCHOOL. |
| Schedule J, Part I, Line 2 | Substantiation of Expenses The Academy reimburses all employees, including Officers and highest compensated employees, for expenses incurred while conducting business of the Academy. All expenses are reviewed by the CFO prior to reimbursement. |
| Schedule J, Part I, Line 4 | Severance Agreements John H. Quirk, head of school, has an employment agreement that provides severance based on annual compensation, based only in the event of involuntary termination. No payments were made during calendar year ended December 31, 2014, or fiscal year ended June 30, 2015 under the terms of this agreement. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 57583RJN6 | CUSIPNum |
| Bond Issued | 2009-09-01 | BondIssuedDt |
| Issue Price | $13,715,000 | IssuePriceAmt |
| Purpose | REFUNDING 2007 SERIES | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $13,715,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (true) | Form8038TFiledInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III Line 9, Part IV Line 7, and Part V | FormAndLineReferenceDesc |
| Explanation | The Academy is in the process of working with bond council to ensure that all appropriate bond policies and procedures are put into place. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $469 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Method Of Determining Revenues | BOOK | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 42 | ContributionCnt |
| Noncash Contributions Rpt F990 | $781,571 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Food/dining/events | 9 | $19,653 | fmv |
| Yes (X) | Sports Equipment | 2 | $2,657 | fmv |
| Yes (X) | Other | 3 | $24,954 | fmv |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 27 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Column (b) | FormAndLineReferenceDesc |
| Explanation | the number reported in Part I column (b) identifies the number of items received. Schedule M, Part I, Line 7, Column (c) The contribution value reported on Part I Line 7 column (c) is consistent with the value reported on the audited financial statements. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 Review Process | Form 990, Part VI, Line 11B TABOR ACADEMY HAS ENGAGED A NATIONALLY RECOGNIZED TAX ADVISORY FIRM TO PREPARE THE FORM 990 WITH INFORMATION PROVIDED BY MANAGEMENT. ONCE COMPLETED, THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE BY THE ACADEMY'S TAX ADVISORY FIRM AND CHIEF FINANCIAL OFFICER. PRIOR TO THE FORM 990 BEING FILED WITH THE IRS, THE MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED WITH A HARDCOPY AND ELECTRONIC COPY OF THE FORM 990 ACCOMPANIED BY A LETTER CO-SIGNED BY THE AUDIT COMMITTEE CHAIRPERSON AND ACADEMY'S CHIEF FINANCIAL OFFICER CERTIFYING THAT THE FORM 990 HAS BEEN REVIEWED AND APPROVED BY MANAGEMENT. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, Line 12c All board members and officers are required to complete, on an annual basis, a conflict of interest questionnaire provided by the Chief Financial Officer as part of the Audit Committee report. The questionnaires are reviewed by the Chair of the Board and the Chief Financial Officer, as appropriate. In the event that a board member does disclose a conflict, those persons are recused from discussions and do not vote on resolutions that pertain directly to that conflict. |
| Review of Compensation | Form 990, Part VI, Lines 15a and 15b Compensation for the Head of School was determined prior to validating his employment contract. At that time, the board of trustees utilized data gathered by the Association of Business Officers of Private Schools (ABOPS) to identify comparative compensation based on officers in similar roles at peer institutions. The head of school's employment contract delineates a fixed salary increase for a three year period, which was subject to review and approval by the board prior to execution of the contract. Review of compensation of other officers is performed by the head of school using similar comparative data. |
| How Documents are Made Available to the Public | Form 990, Part VI, Line 19 The Academy's financial statements, governing documents, and conflict of interest policy are made available upon request. The Academy's audited financial statements and form 990 are available online at the website of the Massachusetts Attorney General. |
| Other Changes in Net Assets or Fund Balances | Form 990, Part XI, Line 9 Changes in Value of Split Interest Agreement ($297,776) Change in value of interest rate swap ($135,918) Pension related changes other than net periodic cost $351,883 ________________________________________________________________________ ($81,811) |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (6) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Trusts | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |