LINDEN HALL SCHOOL FOR GIRLS: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LINDEN HALL SCHOOL FOR GIRLS (EIN 23-1352656)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-22
- IRS object ID
- 201641139349300219
- 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 I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-22T14:04:21-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8408 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176048408 | 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 | 231352656 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDEN HALL SCHOOL FOR GIRLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 7176268512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 EAST MAIN STREET | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES T ROLAND | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7176268512 | PhoneNum |
| Signature | 2016-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS BERMAN | PreparerPersonNm |
| PTIN | P01269555 | PTIN |
| Phone | 7173945666 | PhoneNum |
| Preparation | 2016-03-30 | 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 | MICHAEL WAYLETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 EAST MAIN STREET | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,510,736 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LINDENHALL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1746 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PRIVATE BOARDING SCHOOL FOR GIRLS IN GRADES 6-12 SERVING APPROXIMATELY 185 STUDENTS, OFFERING BOTH BOARDING AND DAY STUDENT PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 133 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $441,191 | PYContributionsGrantsAmt |
| CY Contributions Grants | $459,650 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,752,639 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,844,345 | CYProgramServiceRevenueAmt |
| PY Investment Income | $192,162 | PYInvestmentIncomeAmt |
| CY Investment Income | $207,403 | CYInvestmentIncomeAmt |
| PY Other Revenue | $47,084 | PYOtherRevenueAmt |
| CY Other Revenue | $77,111 | CYOtherRevenueAmt |
| PY Total Revenue | $10,433,076 | PYTotalRevenueAmt |
| CY Total Revenue | $8,588,509 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $994,210 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,315,771 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,065,891 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,598,373 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $91,569 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,629,752 | PYOtherExpensesAmt |
| CY Other Expenses | $3,888,461 | CYOtherExpensesAmt |
| PY Total Expenses | $9,689,853 | PYTotalExpensesAmt |
| CY Total Expenses | $9,802,605 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $743,223 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,214,096 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,493,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,306,234 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,487,379 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,753,723 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,006,321 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,552,511 | NetAssetsOrFundBalancesEOYAmt |
| Mission | COMMITTED TO EXCELLENCE IN THE EDUCATION OF YOUNG WOMEN. LINDEN HALL PROVIDES A RIGOROUS AND MULTIFACETED COLLEGE PREPATORY EXPERIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,553,285 | ExpenseAmt |
| Grant | $1,315,771 | GrantAmt |
| Revenue | $7,905,499 | RevenueAmt |
| Desc | LINDEN HALL SCHOOL FOR GIRLS PROVIDES AN EXCEPTIONAL EDUCATIONAL EXPERIENCE FOR YOUNG WOMEN. HERE, EACH STUDENT IS NURTURED AND INSPIRED TO REACH HER HIGHEST PERSONAL POTENTIAL. WE ARE A DIVERSE COMMUNITY OF LIFE-LONG LEARNERS, SET IN A STRUCTURED, FAMILY-CENTERED ENVIRONMENT. OUR COMMUNITY VALUES SCHOLARLY ACHIEVEMENT, CHARACTER DEVELOPMENT, CULTURAL AWARENESS, AND PHYSICAL WELLNESS, AS IT STRIVES TO PREPARE YOUNG WOMEN TO ASSUME THE LEADERSHIP ROLES OF THEIR GENERATION. | Desc |
| Total Program Service Expenses | $7,553,285 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 133 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7176268512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 EAST MAIN STREET | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MS MEG MUELLER | ||||||
| BOARD CO-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR DAVID STOUDT | ||||||
| BOARD CO-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR TODD STEWART | ||||||
| BOARD SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR JAMES T ROLAND | ||||||
| BOARD TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MS EVITA ALLEN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR DAN BENDER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS SALLY GROOME | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV DEAN JURGEN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS ANNE LUSK | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR CARL MCALOOSE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV RON RICE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR RAMESH SACHDEVA | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JEFF STURLA | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR NITIN K TANNA | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS LISA TAYLOR | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS DENISE WARFEL | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS JOSEPHINE HAUBNER YOCUM | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JAMES C WHITE II | ||||||
| HEAD MASTER | 40.00 | Yes (X) | $232,445 | $0 | $13,565 | |
| MS CAROLYN HAPEMAN | ||||||
| DIRECTOR OF FINANCE & ADMIN | 40.00 | Yes (X) | $111,417 | $0 | $14,530 | |
| MS JENNIFER SILBERT | ||||||
| INTERIM SENIOR ADMINISTRATOR | 40.00 | Yes (X) | $97,500 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $441,362 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,095 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PBR DINING SERVICESINC | |||||
| 145 PENNINGDON DRIVE | LANDISVILLE | PA | 17538 | DINING & CATERING | $683,529 |
| BENCHMARK CONSTRUCTION COMPANY | |||||
| 4121 OREGON PIKE PO BOX 806 | BROWNSTOWN | PA | 17508 | CONSTRUCTION | $468,538 |
| MOSTELLER & ASSOCIATES | |||||
| 2433 MORGANTOWN ROAD SUITE 100 | READING | PA | 19607 | HUMAN RESOURCES CONSULTING | $152,469 |
| SODEXO INC AND AFFILIATES | |||||
| PO BOX 36170 | PITTSBURGH | PA | 152516170 | BUILDINGS & GROUNDS SERVICE | $119,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $459,650 | AllOtherContributionsAmt |
| Total Contributions | $459,650 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $7,797,941 | $7,797,941 |
| CAMP INCOME | 611110 | $46,404 | $46,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,844,345 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,931 | TotalRevenueColumnAmt |
| Exclusion | $41,931 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,957 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,957 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,957 | TotalRevenueColumnAmt |
| Exclusion | $15,957 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,083,799 | SecuritiesAmt |
| Other | $3,900 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $922,227 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $161,572 | SecuritiesAmt |
| Other | $3,900 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,472 | TotalRevenueColumnAmt |
| Exclusion | $165,472 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $61,154 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,154 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $61,154 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,588,509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,905,499 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $223,360 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,250 | TotalAmt |
| Program Services | $6,250 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206,731 | TotalAmt |
| Program Services | $1,206,731 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,790 | TotalAmt |
| Program Services | $102,790 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,215 | TotalAmt |
| Program Services | $123,709 | ProgramServicesAmt |
| Management And General | $345,559 | ManagementAndGeneralAmt |
| Fundraising | $4,947 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,138,979 | TotalAmt |
| Program Services | $3,071,898 | ProgramServicesAmt |
| Fundraising | $67,081 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,044 | TotalAmt |
| Program Services | $253,044 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,315 | TotalAmt |
| Program Services | $369,549 | ProgramServicesAmt |
| Management And General | $81,225 | ManagementAndGeneralAmt |
| Fundraising | $19,541 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,820 | TotalAmt |
| Program Services | $261,820 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,690 | TotalAmt |
| Management And General | $120,690 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,686 | TotalAmt |
| Management And General | $22,686 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,362 | TotalAmt |
| Management And General | $13,362 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,350 | TotalAmt |
| Program Services | $228,535 | ProgramServicesAmt |
| Management And General | $288,815 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,267 | TotalAmt |
| Management And General | $138,267 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,589 | TotalAmt |
| Program Services | $41,519 | ProgramServicesAmt |
| Management And General | $229,070 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,975 | TotalAmt |
| Program Services | $577,975 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,272 | TotalAmt |
| Program Services | $31,592 | ProgramServicesAmt |
| Management And General | $71,680 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,728 | TotalAmt |
| Program Services | $3,127 | ProgramServicesAmt |
| Management And General | $22,601 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,163 | TotalAmt |
| Management And General | $602,163 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,910 | TotalAmt |
| Program Services | $133,910 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INSTRUCTIONAL EXPENSES | $1,182,199 | $1,052,114 | $130,085 |
| BAD DEBT | $78,716 | $78,716 | |
| COMMUNICATIONS | $49,282 | $33 | $49,249 |
| EQUIPMENT RENTAL | $37,529 | $7,080 | $30,449 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,743 | TotalAmt |
| Program Services | $2,893 | ProgramServicesAmt |
| Management And General | $11,850 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,802,605 | TotalAmt |
| Program Services | $7,553,285 | ProgramServicesAmt |
| Management And General | $2,157,751 | ManagementAndGeneralAmt |
| Fundraising | $91,569 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,700,617 | BOYAmt |
| EOY | $4,163,434 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,829 | BOYAmt |
| EOY | $28,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,374 | BOYAmt |
| EOY | $16,609 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,890 | BOYAmt |
| EOY | $71,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,301,844 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,945,110 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,882,167 | BOYAmt |
| EOY | $12,356,734 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,530,458 | BOYAmt |
| EOY | $2,512,724 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,365 | BOYAmt |
| EOY | $156,904 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,493,700 | BOYAmt |
| EOY | $19,306,234 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,349 | BOYAmt |
| EOY | $574,645 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,678,384 | BOYAmt |
| EOY | $3,052,662 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,646 | BOYAmt |
| EOY | $126,416 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,487,379 | BOYAmt |
| EOY | $3,753,723 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,163,686 | BOYAmt |
| EOY | $12,831,828 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,129 | BOYAmt |
| EOY | $53,750 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,691,506 | BOYAmt |
| EOY | $2,666,933 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,006,321 | BOYAmt |
| EOY | $15,552,511 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,493,700 | BOYAmt |
| EOY | $19,306,234 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,214,096 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$145,253 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$94,461 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,691,506 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $51,418 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $87,622 | OtherExpendituresAmt |
| Administrative Expenses | $13,369 | AdministrativeExpensesAmt |
| End Year Balance | $2,666,933 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,312,009 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $435,550 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $68,308 | OtherExpendituresAmt |
| Administrative Expenses | $12,745 | AdministrativeExpensesAmt |
| End Year Balance | $2,691,506 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,084,187 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $234,842 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $127,020 | OtherExpendituresAmt |
| End Year Balance | $2,312,009 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,179,247 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$31,470 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $63,590 | OtherExpendituresAmt |
| End Year Balance | $2,084,187 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,152,588 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $99,158 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $72,499 | OtherExpendituresAmt |
| End Year Balance | $2,179,247 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,236 | OtherCostOrOtherBasisAmt |
| Book Value | $43,236 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,112,107 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,712,025 | DepreciationAmt |
| Book Value | $11,400,082 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,667,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,056,206 | DepreciationAmt |
| Book Value | $611,732 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $478,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $176,879 | DepreciationAmt |
| Book Value | $301,684 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,356,734 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS AND CLUB FUNDS | Desc |
| Amt | $126,416 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $126,416 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,025,912 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$145,253 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$145,253 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,171,165 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,417,344 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,417,344 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,588,509 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,479,722 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,479,722 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,322,883 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,322,883 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,802,605 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR AWARDING SCHOLARSHIPS. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE ORGANIZATION INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2012. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSES 1,309,521. FULTON INVESTMENT FEES 13,362. CHANGE IN PERPETUAL TRUSTS 6,839. CHANGE IN ENDOWMENTS 87,622. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FULTON INVESTMENT FEES 13,362. FINANCIAL AID EXPENSES 1,309,521. |
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 | IT IS LISTED ON THE ORGANIZATION'S WEBSITE IN THE ADMISSION AREA AND IS ALSO STATED ON THE APPLICATION FOR ENROLLMENT. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| 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 | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| FINANCIAL AID SCHOLARSHIPS | EAST ASIA - SOUTH KOREA, THAILAND | 4 | $69,000 | FINANCIAL AID SCHOLARSHIPS | FAIR MARKET VALUE |
| FINANCIAL AID SCHOLARSHIPS | SOUTH ASIA - BHUTAN | 1 | $33,790 | FINANCIAL AID SCHOLARSHIP | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS RECORDS OF THE SCHOLARSHIPS AND FINANCIAL AID THAT ARE AWARDED EACH YEAR. ALL OF THE AWARD NOTIFICATIONS ARE GENERATED BY THE ADMISSION OFFICE. ANY AWARDS ACCEPTED ARE RECORDED BY THE BUSINESS OFFICE SO THAT THESE AWARDS ARE REFLECTED ON THE STUDENT'S STATEMENTS. ALL GRANTS, FINANCIAL AID, OR SCHOLARSHIPS ARE CREDITED DIRECTLY BY THE ORGANIZATION AGAINST THE STUDENT'S TUITION ACCOUNT TO REDUCE THE AMOUNTS DUE FOR THAT PERIOD. NO ACTUAL CASH IS EXCHANGED. SCHOLARSHIP AWARDS ARE GRANTED BASED ON ABOVE AVERAGE PERFORMANCE ON CERTAIN ACADEMIC TESTS. SCHOLARSHIP AWARDS GENERALLY RANGE FROM 25% TO 90% OF TUITION, THOUGH IT VARIES EACH YEAR DEPENDING ON THE APPLICATION POOL. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 110 | RecipientCnt |
| Non Cash Assistance | $1,206,731 | NonCashAssistanceAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID SCHOLARSHIPS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS RECORDS OF THE SCHOLARSHIPS AND FINANCIAL AID THAT ARE AWARDED EACH YEAR. ALL OF THE AWARD NOTIFICATIONS ARE GENERATED BY THE ADMISSION OFFICE. ANY AWARDS ACCEPTED ARE RECORDED BY THE BUSINESS OFFICE SO THAT THESE AWARDS ARE REFLECTED ON THE STUDENT'S STATEMENTS. ALL GRANTS, FINANCIAL AID, OR SCHOLARSHIPS ARE CREDITED DIRECTLY BY THE ORGANIZATION AGAINST THE STUDENT'S TUITION ACCOUNT TO REDUCE THE AMOUNTS DUE FOR THAT PERIOD. NO ACTUAL CASH IS EXCHANGED. SCHOLARSHIP AWARDS ARE GRANTED BASED ON ABOVE AVERAGE PERFORMANCE ON CERTAIN ACADEMIC TESTS. SCHOLARSHIP AWARDS GENERALLY RANGE FROM 25% TO 90% OF TUITION, THOUGH IT VARIES EACH YEAR DEPENDING ON THE APPLICATION POOL. AS FOR FINANCIAL AID, THE ORGANIZATION REQUIRES EACH FAMILY TO COMPLETE AN APPLICATION THROUGH NAIS SCHOOL AND STUDENT SERVICES. THE SSS EVALUATES A FAMILY'S POTENTIAL CONTRIBUTION TO TUITION. THE FINANCIAL AID COMMITTEE WORKS TO MEET THE DEMONSTRATED NEED OF THE SSS REPORT. THE SSS RECOMMENDATIONS ARE USED AS A GUIDELINE FOR FINANCIAL AID DECISIONS, AS THE ORGANIZATION MUST CONSIDER HOW THE NUMBER OF APPLICATIONS AND THE SIZE OF THE AWARDS WILL AFFECT THE BUDGET. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JAMES C WHITE II | PersonNm |
| Title | HEAD MASTER | TitleTxt |
| Base Compensation Filing Org | $163,695 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $68,750 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,625 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $3,940 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $246,010 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | DR. JAY WHITE RECEIVED SEVERANCE OF $68,750 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | COPIES ARE DISTRIBUTED TO THE SCHOOL'S TRUSTEES FOR REVIEW AND THEN DISCUSSION DURING A SCHEDULED BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST STATEMENT IS COMPLETED BY EACH BOARD MEMBER ON AN ANNUAL BASIS AT LEAST. THE BOARD SECRETARY REVIEWS THE CONFLICT OF INTEREST STATEMENTS PRIOR TO BOARD MEETINGS AT WHICH A VOTE WILL TAKE PLACE IN ORDER TO IDENTIFY KNOWN CONFLICTS. THE BOARD CO-CHAIRS MAKE A VERBAL REQUEST FOR SELF-IDENTIFICATION OF ADDITIONAL CONFLICTS OF INTEREST PRIOR TO DISCUSSION AND VOTING ON ANY ITEMS. ANY MEMBER WITH A CONFLICT OF INTEREST ABSTAINS FROM VOTING ON THAT PARTICULAR ITEM. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WORKS WITH OUTSIDE CONSULTANTS TO DETERMINE THE APPROPRIATE COMPENSATION AND BENEFITS FOR THE HEAD OF SCHOOL. COMPARATIVE DATA IS USED IN THIS PROCESS. IN ADDITION, THE PROCESS AND DECISION IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS FOR THE PREVIOUS THREE YEARS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PERPETUAL TRUST -6,839. CHANGES IN ENDOWMENTS -87,622. |
| PART XII, LINE 2C | THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |