BURGUNDY FARM COUNTRY DAY SCHOOL INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BURGUNDY FARM COUNTRY DAY SCHOOL INC (EIN 54-0540100)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-11
- IRS object ID
- 201500119349300150
- Schema version
- 2013v4.0
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-11T03:16:38-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521511275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540540100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURGUNDY FARM COUNTRY DAY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURG | BusinessNameControlTxt |
| Phone | 7039603431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 BURGUNDY ROAD | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22303 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY R SINDLER | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 7039603431 | PhoneNum |
| Signature | 2015-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | PhoneNum |
| Preparation | 2015-01-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY R SINDLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 BURGUNDY ROAD | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,581,949 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BURGUNDYFARM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING A FORMAL EDUCATION FOR GRADES JUNIOR KINDERGARTEN THROUGH 8TH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 218 | TotalEmployeeCnt |
| Total Volunteers | 179 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $694,788 | PYContributionsGrantsAmt |
| CY Contributions Grants | $730,085 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,214,161 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,649,793 | CYProgramServiceRevenueAmt |
| PY Investment Income | $45,825 | PYInvestmentIncomeAmt |
| CY Investment Income | $47,298 | CYInvestmentIncomeAmt |
| PY Other Revenue | $67,049 | PYOtherRevenueAmt |
| CY Other Revenue | $119,100 | CYOtherRevenueAmt |
| PY Total Revenue | $9,021,823 | PYTotalRevenueAmt |
| CY Total Revenue | $9,546,276 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $977,300 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,001,476 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,973,780 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,644,726 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $271,474 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,952,761 | PYOtherExpensesAmt |
| CY Other Expenses | $2,725,038 | CYOtherExpensesAmt |
| PY Total Expenses | $8,903,841 | PYTotalExpensesAmt |
| CY Total Expenses | $9,371,240 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $117,982 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $175,036 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,332,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,653,664 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,808,193 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,700,795 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,524,624 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,952,869 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BURGUNDY FARM COUNTRY DAY SCHOOL (THE SCHOOL) OPERATES AS AN INDEPENDENT SCHOOL PROVIDING FORMAL EDUCATION AS WELL AS EXTENDED DAY CARE AND A SUMMER DAY CAMP AT ITS CAMPUS IN ALEXANDRIA, VIRGINIA AND SCHOOL PROGRAMS AND RESIDENTIAL SUMMER CAMP PROGRAMS AT ITS BURGUNDY CENTER FOR WILDLIFE STUDIES CAMPUS IN WEST VIRGINIA, TO STUDENTS IN JUNIOR KINDERGARTEN THROUGH EIGHTH GRADE. THE SCHOOL SEEKS TO EMPOWER ITS STUDENTS TO BECOME THINKING, INFORMED, COMMITTED, CREATIVE INDIVIDUALS WHO WILL CONTRIBUTE TO ALL LEVELS OF SOCIETY, FROM THEIR FAMILY AND SCHOOL CLASS TO THEIR COMMUNITY AND NATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,933,764 | ExpenseAmt |
| Revenue | $8,442,333 | RevenueAmt |
| Desc | INSTRUCTIONAL: THE SCHOOL PROVIDES A FORMAL QUALITY EDUCATION FOR 285 STUDENTS IN JUNIOR KINDERGARTEN THROUGH EIGHTH GRADE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,170,726 | ExpenseAmt |
| Revenue | $207,460 | RevenueAmt |
| Desc | PLANT: THIS INCLUDES THE SCHOOL'S COSTS FOR OPERATING ITS MAIN SCHOOL CAMPUS IN ALEXANDRIA, VIRGINA AND ITS CAMPUS IN WEST VIRGINIA WHICH IS USED FOR SCHOOL AND SUMMER CAMP PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,001,476 | ExpenseAmt |
| Grant | $1,001,476 | GrantAmt |
| Desc | FINANCIAL AID AND REMISSIONS: THE SCHOOL PROVIDES FINANCIAL AID TO FAMILIES IN NEED, THUS ENABLING STUDENTS THAT WOULD NOT OTHERWISE BE ABLE TO PARTICIPATE TO TAKE PART IN THE SCHOOL'S PROGRAMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $840,240 | ExpenseAmt |
| Desc | AUXILIARY SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $840,240 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,946,206 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 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 | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 218 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY MILLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039603431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 BURGUNDY ROAD | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22303 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| HOLLY SLOAN | |||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID WALES | |||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY QUILLIAN-HELMS | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN GRABER | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JARRETT ARP | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JENN BOHNEN | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT CULLEN | |||||||
| MEMBER-AT-LARGE -THROUGH 06/2014 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS FOSTER | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SHEILA GARDNER | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ARKAN HAILE | |||||||
| MEMBER-AT-LARGE -THROUGH 06/2014 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT HARDEN | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE JOHNSON | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH KIM | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH LIU | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| EMOGENE MITCHELL | |||||||
| MEMBER-AT-LARGE -THROUGH 06/2014 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE PETTY | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLIE RAWLS | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN M THOMAS | |||||||
| MEMBER-AT-LARGE -THROUGH 06/2014 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL WEISSMAN | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY R SINDLER | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $227,203 | $0 | $22,441 | ||
| MARY MEHALA | |||||||
| DIR. OF FINANCE - THROUGH 04/2014 | 40.00 | Yes (X) | $108,542 | $0 | $11,018 | ||
| KATHY MILLER | |||||||
| DIR. OF FINANCE - AS OF 05/2014 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| KARI CAFEO | |||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | $126,077 | $0 | $29,387 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $461,822 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $62,846 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURNER BROOKS ARCHITECT | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 PECK STREET | AddressLine1 |
| City | NEW HAVEN | City |
| State | CT | State |
| ZIP Code | 06513 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ARCHITECT SERVICES | ServicesDesc |
| Compensation | $360,068 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $432 | FederatedCampaignsAmt |
| Fundraising | $94,874 | FundraisingAmt |
| All Other Contributions | $634,779 | AllOtherContributionsAmt |
| Noncash Contributions | $20,816 | NoncashContributionsAmt |
| Total Contributions | $730,085 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 900099 | $7,445,417 | $7,445,417 |
| SUMMER PROGRAM FEES | 900099 | $996,916 | $996,916 |
| CAPITAL MAINT. FEES | 900099 | $207,460 | $207,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,649,793 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,298 | TotalRevenueColumnAmt |
| Exclusion | $47,298 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,840 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,756 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,084 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,084 | TotalRevenueColumnAmt |
| Exclusion | $10,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $80,098 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $94,874 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,917 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,181 | TotalRevenueColumnAmt |
| Exclusion | $49,181 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $59,485 | $59,485 |
| TRANSPORTATION | 900099 | $350 | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $59,835 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,546,276 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,649,793 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $166,398 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,001,476 | TotalAmt |
| Program Services | $1,001,476 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,515 | TotalAmt |
| Program Services | $12,859 | ProgramServicesAmt |
| Management And General | $396,656 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,205,631 | TotalAmt |
| Program Services | $3,434,454 | ProgramServicesAmt |
| Management And General | $607,791 | ManagementAndGeneralAmt |
| Fundraising | $163,386 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,459 | TotalAmt |
| Program Services | $196,644 | ProgramServicesAmt |
| Management And General | $33,657 | ManagementAndGeneralAmt |
| Fundraising | $12,158 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,064 | TotalAmt |
| Program Services | $353,374 | ProgramServicesAmt |
| Management And General | $64,348 | ManagementAndGeneralAmt |
| Fundraising | $12,342 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,057 | TotalAmt |
| Program Services | $272,809 | ProgramServicesAmt |
| Management And General | $72,159 | ManagementAndGeneralAmt |
| Fundraising | $12,089 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,268 | TotalAmt |
| Management And General | $74,268 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,809 | TotalAmt |
| Management And General | $57,809 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,881 | TotalAmt |
| Program Services | $132,278 | ProgramServicesAmt |
| Management And General | $198,382 | ManagementAndGeneralAmt |
| Fundraising | $14,221 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,736 | TotalAmt |
| Program Services | $17,432 | ProgramServicesAmt |
| Management And General | $23,304 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,331 | TotalAmt |
| Program Services | $354,647 | ProgramServicesAmt |
| Management And General | $100,387 | ManagementAndGeneralAmt |
| Fundraising | $17,297 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,882 | TotalAmt |
| Program Services | $48,615 | ProgramServicesAmt |
| Management And General | $42,267 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,310 | TotalAmt |
| Program Services | $449,166 | ProgramServicesAmt |
| Management And General | $114,266 | ManagementAndGeneralAmt |
| Fundraising | $878 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,099 | TotalAmt |
| Program Services | $8,121 | ProgramServicesAmt |
| Fundraising | $978 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,119 | TotalAmt |
| Program Services | $346,705 | ProgramServicesAmt |
| Management And General | $3,414 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,678 | TotalAmt |
| Program Services | $58,056 | ProgramServicesAmt |
| Management And General | $50,622 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT | $166,678 | $166,678 | ||
| INSTRUCTIONAL | $107,852 | $107,852 | ||
| OTHER PERSONNEL COSTS | $104,643 | $20,512 | $84,002 | $129 |
| SPECIAL EVENTS | $98,556 | $23,525 | $60,190 | $14,841 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,196 | TotalAmt |
| Program Services | $7,526 | ProgramServicesAmt |
| Management And General | $103,515 | ManagementAndGeneralAmt |
| Fundraising | $23,155 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,371,240 | TotalAmt |
| Program Services | $6,946,206 | ProgramServicesAmt |
| Management And General | $2,153,560 | ManagementAndGeneralAmt |
| Fundraising | $271,474 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,371,253 | BOYAmt |
| EOY | $1,877,146 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $831,331 | BOYAmt |
| EOY | $634,334 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,455 | BOYAmt |
| EOY | $302,329 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,833 | BOYAmt |
| EOY | $84,912 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,993 | BOYAmt |
| EOY | $322,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,744,178 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,719,453 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,656,848 | BOYAmt |
| EOY | $6,024,725 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $109,843 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,900,954 | BOYAmt |
| EOY | $2,193,984 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,150 | BOYAmt |
| EOY | $84,178 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,332,817 | BOYAmt |
| EOY | $11,653,664 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,256 | BOYAmt |
| EOY | $572,806 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,366,724 | BOYAmt |
| EOY | $3,302,156 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,953,333 | BOYAmt |
| EOY | $1,825,833 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,808,193 | BOYAmt |
| EOY | $5,700,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,883,734 | BOYAmt |
| EOY | $4,432,324 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,539 | BOYAmt |
| EOY | $869,836 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $645,351 | BOYAmt |
| EOY | $650,709 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,524,624 | BOYAmt |
| EOY | $5,952,869 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,332,817 | BOYAmt |
| EOY | $11,653,664 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $175,036 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $253,209 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 | $2,002,663 | BeginningYearBalanceAmt |
| Contributions | $5,358 | ContributionsAmt |
| Investment Earnings Or Losses | $300,323 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,308,344 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,793,410 | BeginningYearBalanceAmt |
| Contributions | $2,575 | ContributionsAmt |
| Investment Earnings Or Losses | $206,678 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,002,663 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,745,679 | BeginningYearBalanceAmt |
| Contributions | $2,865 | ContributionsAmt |
| Investment Earnings Or Losses | $44,866 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,793,410 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,519,670 | BeginningYearBalanceAmt |
| Contributions | $7,621 | ContributionsAmt |
| Investment Earnings Or Losses | $218,388 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,745,679 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,332,996 | BeginningYearBalanceAmt |
| Contributions | $11,760 | ContributionsAmt |
| Investment Earnings Or Losses | $174,914 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,519,670 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.56110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28190 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15700 | 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 | $498,276 | OtherCostOrOtherBasisAmt |
| Book Value | $498,276 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,081,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,910,840 | DepreciationAmt |
| Book Value | $5,171,048 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,164,014 | OtherCostOrOtherBasisAmt |
| Depreciation | $808,613 | DepreciationAmt |
| Book Value | $355,401 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,024,725 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MULTI-STRATEGY BOND FUND | $964,630 | F |
| MULTI-STRATEGY EQUITY FUND | $1,229,354 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,193,984 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,835,158 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $253,209 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $35,673 | OtherRevenueAmt |
| Revenue Not Reported | $288,882 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,546,276 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,546,276 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,406,913 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $35,673 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $35,673 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,371,240 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,371,240 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PART V: IT IS THE POLICY OF THE BOARD THAT THE ANNUAL INVESTMENT EARNINGS ON THE BOARD-DESIGNATED ENDOWMENT FUNDS BE SET ASIDE FOR THE FUTURE USE OF STUDENT FINANCIAL AID. THE BOARD MAY SET ASIDE A PORTION OF THE NET PROCEEDS FROM THE SCHOOL'S ANNUAL AUCTION AND FAIR FOR THE FUTURE USE OF STUDENT FINANCIAL AID. ADDITIONALLY, AS PART OF ITS BILLINGS FOR TUITION AND FEES, THE SCHOOL CHARGES FAMILIES $1,000 FOR CAPITAL MAINTENANCE NEEDS. IT IS THE POLICY OF THE BOARD THAT $200 OF THESE FUNDS BE SET ASIDE FOR FUTURE UNANTICIPATED CAPITAL EXPENDITURES AND THE OTHER $800 TO BE SET ASIDE FOR PHYSICAL PLANT REPLACEMENT, REPAIRS AND SPECIAL MAINTENANCE. FROM TIME TO TIME THE BOARD WILL ALLOCATE A PORTION OR ALL ITS NET RESIDUAL TO COVER UNEXPECTED EXPENSES THAT MAY OCCUR. |
| PART X, LINE 2: | THE SCHOOL PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2014 AND 2013, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 30,917. RENTAL EXPENSES 4,756. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 30,917. RENTAL EXPENSES 4,756. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLISHED A NOTICE OF ITS NONDISCRIMINATORY POLICY IN AN AD IN THE WASHINGTON POST AS WELL AS IN THE STUDENT/PARENT HANDBOOK. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1Amt |
| Gross Receipts Event1 | $152,634 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $94,874 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $57,760 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $2,100 | CashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $20,669 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | FALL FAIR | NameOfEvent2Amt |
| Gross Receipts Event2 | $22,338 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $22,338 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $8,148 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $174,972 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $94,874 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $80,098 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,100 | CashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,817 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,917 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $49,181 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID | 68 | $847,635 | FMV | FINANCIAL AID & SUMMER CAMP |
| TUITION REMISSIONS | 12 | $153,841 | FNV | TUITION REDUCTION |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PROVIDES GRANTS TO FAMILIES TO HELP PAY FOR TUITION. NO ACTUAL MONEY IS PAID OUT TO THESE FAMILIES, BUT RATHER THEIR TUITION IS REDUCED BY THE AMOUNT OF THE GRANT. ACCORDINGLY, NO SELF-MONITORING IS NECESSARY TO MONITOR THE USE OF THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY R SINDLER | ||||||||||||||
| HEAD OF SCHOOL | $207,203 | $0 | $20,000 | $0 | $0 | $0 | $13,632 | $0 | $8,809 | $0 | $249,644 | $0 | $0 | $0 |
| KARI CAFEO | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $126,077 | $0 | $0 | $0 | $0 | $0 | $7,565 | $0 | $21,822 | $0 | $155,464 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | JEFFREY R. SINDLER, HEAD OF SCHOOL, RECEIVED $1,000 TOWARDS A GYM MEMBERSHIP. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY R SINDLER | PersonNm |
| Relationship With Org | HEAD OF SCHOOL | RelationshipWithOrgTxt |
| Loan Purpose | EMPLOYMENT RETENTION GUARANTEE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $80,000 | OriginalPrincipalAmt |
| Balance Due | $20,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $20,000 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE SCHOOL INCLUDE OUR FOUNDERS, LIFE MEMBERS, PARENTS AND GUARDIANS, FACULTY, STAFF AND ADVISORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE SCHOOL INCLUDE OUR FOUNDERS, LIFE MEMBERS, PARENTS AND GUARDIANS, FACULTY, STAFF AND ADVISORS. EACH CLASS OF QUALIFIED MEMBERS MAY VOTE TO ELECT THE MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY MATTER OTHER THAN THE ELECTION OF MEMBER TRUSTEES SUBMITTED TO A VOTE BY QUALIFIED MEMBERS SHALL BE CONDUCTED AT THE ANNUAL MEETING OF THE SCHOOL'S MEMBERSHIP OR AT A SPECIAL MEETING OF THE MEMBERSHIP HELD IN ACCORDANCE WITH ARTICLE III OF THE BYLAWS. EACH QUALIFIED MEMBER SHALL BE ENTITLED TO CAST ONE VOTE PER NOMINEE FOR A NUMBER OF NOMINEES EQUAL TO THE NUMBER OF OPEN POSITIONS ON THE BOARD OF TRUSTEES TO BE FILLED BY MEMBER TRUSTEES, AND ONE VOTE IN ANY OTHER MATTER SUBMITTED TO A VOTE BY QUALIFIED MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | WHEN THE FEDERAL FORM 990 IS RECEIVED FROM THE PREPARER'S OFFICE, THE DIRECTOR OF FINANCE REVIEWS EACH PAGE WITH THE AUDITED FINANCIAL STATEMENTS AND SCHOOL RECORDS TO ENSURE THAT ALL NUMBERS ARE COMPLETE AND ACCURATE. THE RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS DISTRIBUTED EACH YEAR TO ALL BOARD OF TRUSTEES. SIGNED STATEMENTS ACKNOWLEDGING THAT RECIPIENTS HAVE RECEIVED, READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE POLICY ARE COLLECTED AT THE ANNUAL MEETING, OR SOON THEREAFTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SCHOOL REVIEWS NAIS (NATIONAL INDEPENDENT SCHOOL ASSOCIATION), VAIS (VA INDEPENDENT SCHOOLS ASSOCIATION), AND IE (LOCAL GREATER WASHINGTON, DC SCHOOLS) DATA TO BENCHMARK COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL POSTS AN ARTICLE IN ITS SCHOOL NEWSLETTER ANNUALLY TO LET THE COMMUNITY KNOW THAT ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AUDITED FINANCIAL STATEMENTS AND TAX RETURN ARE AVAILABLE IN THE MAIN OFFICE FOR PUBLIC VIEWING. |