THE RIVIERA RIDGE SCHOOL: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE RIVIERA RIDGE SCHOOL (EIN 23-7154063)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-16
- IRS object ID
- 201533209349310183
- Schema version
- 2014v5.0
- 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 O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T12:42:55-08:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stoltey & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 57 | AddressLine1Txt |
| City | Los Olivos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93441 | 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 | 237154063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYMOUNT ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 8055691811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 MISSION RIDGE ROAD | AddressLine1Txt |
| City | SANTA BARBRA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kirk Borchardt | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD STOLTEY CPA | PreparerPersonNm |
| PTIN | P00241354 | PTIN |
| Phone | 8056895880 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kirk Borchardt | PrincipalOfficerNm |
| Gross Receipts | $7,498,812 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | MARYMOUNTSB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Marymount School of Santa Barbara is a 230 student, CAIS Accredited, JK-8 independent school. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 71 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,273,901 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,100,513 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,347,459 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,759,182 | CYProgramServiceRevenueAmt |
| PY Investment Income | $147,656 | PYInvestmentIncomeAmt |
| CY Investment Income | $198,289 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,117 | PYOtherRevenueAmt |
| CY Other Revenue | $403 | CYOtherRevenueAmt |
| PY Total Revenue | $5,770,133 | PYTotalRevenueAmt |
| CY Total Revenue | $6,058,387 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $973,474 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,088,083 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,960,323 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,999,795 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $240,795 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,169,542 | PYOtherExpensesAmt |
| CY Other Expenses | $1,391,927 | CYOtherExpensesAmt |
| PY Total Expenses | $5,103,339 | PYTotalExpensesAmt |
| CY Total Expenses | $5,479,805 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $666,794 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $578,582 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,111,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,728,379 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,355,022 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,417,544 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,756,050 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,310,835 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MARYMOUNT PREPARES STUDENTS TO FULFILL THEIR ACADEMIC, MORAL, PHYSCIAL AND CREATIVE POTENTIAL - AN INDEPENDENT SCHOOL WITH A CATHOLIC TRADITION, WE WELCOME FAMILIES OF ALL FAITHS - WE CULTIVATE IN EACH STUDENT A LIFELONG PASSION FOR LEARNING AND INSTILL CONFIDENCE, COURAGE, INTEGRITY AND RESPONSIBLE CITIZENSHIP. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,941,694 | ExpenseAmt |
| Grant | $1,088,083 | GrantAmt |
| Revenue | $4,759,182 | RevenueAmt |
| Desc | BUILDING ON A 75-YEAR TRADITION OF EXCELLENCE, THE EDUCATORS AT MARYMOUNT HAVE CRAFTED A UNIQUE LEARNING EXPERIENCE THAT BLENDS MASTERY OF CORE SUBJECTS WITH ACQUISITION OF THE ESSENTIAL SKILLS STUDENTS NEED TO NAVIGATE AND BE SUCCESSFUL IN A RAPIDLY EVOLVING WORLD. AT ITS HEART, A MARYMOUNT EDUCATION IS STUDENT-CENTERED IN EVERY LEVEL-FROM JUNIOR KINDERGARTEN TO EIGHTH GRADE. MARYMOUNT STUDENTS LEARN AND GROW IN RESPECTFUL, ENCOURAGING, AND SAFE SURROUNDINGS WITH A STUDENT-TO-TEACHER RATIO OF EIGHT-TO-ONE. INDIVIDUALIZED ATTENTION, CAREFUL MONITORING OF PROGRESS, AND CONSISTENT COMMUNICATION WITH PARENTS ENSURES THAT EACH STUDENT'S NEEDS AND APTITUDES ARE RECOGNIZED AND ADDRESSED IN THE CLASSROOM. MARYMOUNT TEACHERS UTILIZE A WELL THOUGHT OUT, INQUIRY-BASED APPROACH THAT COMPELS STUDENTS TO PARTICIPATE IN THEIR OWN LEARNING PROCESS. STUDENTS BECOME ADEPT AT CONVERTING INFORMATION INTO KNOWLEDGE AND KNOWLEDGE INTO UNDERSTANDING. TIME AND AGAIN, RESEARCH HAS PROVEN THAT THIS INVALUABLE SKILL IS THE FOUNDATION FOR HIGH LEVELS OF ACHIEVEMENT IN HIGH SCHOOL, COLLEGE, AND CAREER. IN MANY WAYS, THE INGREDIENTS FOR SUCCESS REMAIN UNCHANGED-RESILIANCE, DETERMINATION, Adaptability, AND A SOLID GRASP OF THE BASICS. BUT IN TODAY'S WORLD, OUR CHILDREN ALSO MUST KNOW HOW TO WORK SMARTER AND SOLVE MULTI FACETED PROBLEMS. THEY WILL HAVE TO UTILIZE TECHNOLOGY EFFECTIVELY, EXPRESS THEMSELVES WITH CLARITY AND ELOQUENCE, AND COLLABORATE IN PURSUIT OF COMMON GOALS. IT IS PRECISELY THIS SET OF 21ST CENTURY SKILLS THAT MARYMOUNT'S LEARNING ENVIRONMENT HAS BEEN DESIGNED TO IMPART. THE OUTSTANDING RECORD OF ACCOMPLISHMENT BY OUR GRADUATES IS A TESTAMENT TO ITS EFFICACY. MARYMOUNT'S STUDENT POPULATION OF 219 THE 2014/15 FISCAL YEAR REFLECTS ITS HIGHEST ENROLLMENT IN RECENT YEARS. OUR ACADEMIC PHILOSOPHYMARYMOUNT PROVIDES A RIGOROUS PROGRAM THAT PREPARES STUDENTS TO FULFILL THEIR ACADEMIC POTENTIAL IN HIGH SCHOOL, COLLEGE, AND BEYOND. OUR FACULTY KNOW THEIR Disciplines AND CREATE A CHALLENGING CURRICULUM THAT CONTINUALLY EVOLVES AND IMPROVES. STUDENTS, AS WELL AS TEACHERS ARE TENACIOUS AND COMMITTED TO EXCELLENCE. STUDENTS ARE ENCOURAGED TO ACQUIRE KNOWLEDGE AND THINK CRITICALLY. INDIVIDUAL ATTENTION ENSURES LEARNING THAT IS SCAFFOLDED SO THAT STUDENTS CAN MEET HIGH EXPECTATIONS AND GAIN EXCELLENT STUDY HABITS AND ORGANIZATIONAL SKILLS AS A RESULT. MARYMOUNT GRADUATES ARE LEADERS AND HIGH ACHIEVERS, WITH CONFIDENCE, COURAGE, INTEGRITY, AND A LIFELONG PASSION FOR LEARNING. AT MARYMOUNT, WE RECOGNIZE THAT INDIVIDUALS HAVE UNIQUE LEARNING STYLES. OUR LOW STUDENT-TEACHER RATIO ALLOWS US TO GET TO KNOW EACH STUDENT AND EDUCATE THEM IN ENGAGING AND INNOVATIVE WAYS. INFORMED STUDENT-TEACHER DIALOGUE LEADS TO INFORMED STUDENT-TEACHER RISK TAKING. INSTRUCTORS FIND THE BEST TEACHING METHODS TO SUPPORT STUDENTS' AREAS OF CHALLENGE AND ENCOURAGE THEM TO STRVE TO THE NEXT LEVEL. WE ARE COMMITTED TO DIFFERENTIATED INSTRUCTION, MULTI-SENSORY INSTRUCTION, PROJECT-BASED LEARNING, AND STANDARDS BASED INSTRUCTION AND ASSESSMENT. MARYMOUNT'S DEDICATION TO PREPARATION EXTENDS BEYOND ACADEMICS TO THE DEVELOPMENT OF THE WHOLE CHILD. FULFILUNG THEIR MORAL, PHYSICAL, AND CREATVE POTENTIAL TEACHERS COLLABORATE WITH SPECIALISTS IN ART, COMPUTER TECHNOLOGY, DRAMA, LIBRARY SCIENCE, MUSIC, PHYSICAL EDUCATION, RELIGION, AND SPANISH. THIS MULTI-DISCIPLINARY APPROACH TO EDUCATION STIMULATES STUDENTS' CURIOSITY, PROVIDES HEALTHY AVENUES FOR SELF-EXPRESSION, AND BUILDS CRITICAL THINKING AND PROBLEM-SOLVING ABILITIES. THE CAPSTONE EXPERIENCE IS THE MIDDLE SCHOOL ELECTIVE PROGRAM WHEN STUDENTS BENEFIT FROM COURSES IN COMPUTERS, ROBOTICS, COOKING, SCUBA, FINE ARTS AND THEATER ARTS, AND MORE. MARYMOUNT'S HERITAGE AND RELIGIOUS STUDIES PROGRAMS GIVE US A UNIQUE ADVANTAGE IN PROMOTING MORAL AND ETHICAL DEVELOPMENT OF ALL OF OUR STUDENTS IN AN ENVIRONMENT THAT FOSTERS TOLERANCE, CHARACTER, SERVICE TO OTHERS, AND RESPONSIBLE CITIZENSHIP. OUR RAPIDLY CHANGING WORLD COMPELS US TO BE INNOVATNE, AMBITIOUS, AND DEDICATED TO BECOMING A SCHOOL OF THE FUTURE. IN ORDER TO SERVE THE CHILDREN ENTRUSTED TO US, CREATIVITY, COLLABORATION, INTEGRATED CURRICULUM, COMMUNICATION, PROBLEM-SOLVING, AND INVENTION MUST BE A PART OF EVERY PROGRAM AND EVERY ACTIVITY AT THE SCHOOL. WE ARE DEDICATED TO PROVIDING THE BEST 21ST CENTURY EDUCATION POSSIBLE. | Desc |
| Total Program Service Expenses | $3,941,694 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 71 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH BROWN CONTROLLER | PersonNm |
| Phone | 8055691811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2130 MISSION RIDGE ROAD | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Brennan Tom | |||||||||
| President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Borchardt Kirk | |||||||||
| 1st VICE PRES. | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Bettencourt Debbie | |||||||||
| Secretary | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Maloy ROBERT | |||||||||
| Treasurer | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Blankenhorn Kim | |||||||||
| Vice President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Giles Chris | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Giller Yvette | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Iannelli Ralph | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mack Peter | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Nisich Terri | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Park Grace | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Parris Kamala | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rogers Tom | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ross Allyson | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sharma Vijay | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Tharakan George | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Weathers Alex | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Williams Daniel | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Doughty Terri | |||||||||
| MPC REP | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sharma Megan | |||||||||
| MPC REP | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Wooden Andrew | |||||||||
| Head of School | 40.00 | 0.00 | $227,567 | $0 | $7,500 | Yes (X) | |||
| Shirvanian Lyn | |||||||||
| Middle School Head | 40.00 | 0.00 | $104,270 | $0 | $5,327 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $331,837 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $12,827 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $680,762 | FundraisingAmt |
| All Other Contributions | $419,751 | AllOtherContributionsAmt |
| Total Contributions | $1,100,513 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| AUXILIARY SERVICES | $334,684 | $334,684 |
| STUDENT TUITION AND FEES | $4,424,498 | $4,424,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,759,182 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,808 | TotalRevenueColumnAmt |
| Exclusion | $76,808 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,444,612 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,323,131 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $121,481 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,481 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $121,481 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $117,294 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $680,762 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $117,294 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $403 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $403 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $403 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,058,387 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,881,066 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $76,808 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,083 | TotalAmt |
| Program Services | $1,088,083 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,067 | TotalAmt |
| Program Services | $157,495 | ProgramServicesAmt |
| Management And General | $65,819 | ManagementAndGeneralAmt |
| Fundraising | $11,753 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,284,081 | TotalAmt |
| Program Services | $1,504,076 | ProgramServicesAmt |
| Management And General | $653,400 | ManagementAndGeneralAmt |
| Fundraising | $126,605 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,260 | TotalAmt |
| Program Services | $210,962 | ProgramServicesAmt |
| Management And General | $73,139 | ManagementAndGeneralAmt |
| Fundraising | $9,159 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,387 | TotalAmt |
| Program Services | $132,231 | ProgramServicesAmt |
| Management And General | $45,182 | ManagementAndGeneralAmt |
| Fundraising | $9,974 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,134 | TotalAmt |
| Management And General | $3,134 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,280 | TotalAmt |
| Management And General | $34,280 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,747 | TotalAmt |
| Program Services | $126,228 | ProgramServicesAmt |
| Management And General | $44,373 | ManagementAndGeneralAmt |
| Fundraising | $20,146 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,378 | TotalAmt |
| Management And General | $42,378 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,541 | TotalAmt |
| Program Services | $100,312 | ProgramServicesAmt |
| Management And General | $65,157 | ManagementAndGeneralAmt |
| Fundraising | $4,072 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,088 | TotalAmt |
| Program Services | $93,241 | ProgramServicesAmt |
| Management And General | $33,341 | ManagementAndGeneralAmt |
| Fundraising | $5,506 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,310 | TotalAmt |
| Program Services | $4,464 | ProgramServicesAmt |
| Management And General | $3,598 | ManagementAndGeneralAmt |
| Fundraising | $248 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,318 | TotalAmt |
| Management And General | $116,244 | ManagementAndGeneralAmt |
| Fundraising | $16,074 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,399 | TotalAmt |
| Program Services | $253,644 | ProgramServicesAmt |
| Management And General | $85,504 | ManagementAndGeneralAmt |
| Fundraising | $14,251 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,884 | TotalAmt |
| Program Services | $27,212 | ProgramServicesAmt |
| Management And General | $18,232 | ManagementAndGeneralAmt |
| Fundraising | $1,440 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCHOOL TRIPS | $196,044 | $196,044 | ||
| Printing and Publications | $25,909 | $6,202 | $19,707 | |
| TEXTBOOKS | $21,748 | $21,748 | ||
| BAD DEBT EXPENSE | $14,275 | $14,275 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,872 | TotalAmt |
| Program Services | $11,679 | ProgramServicesAmt |
| Management And General | $7,333 | ManagementAndGeneralAmt |
| Fundraising | $1,860 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,479,805 | TotalAmt |
| Program Services | $3,941,694 | ProgramServicesAmt |
| Management And General | $1,297,316 | ManagementAndGeneralAmt |
| Fundraising | $240,795 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,343 | BOYAmt |
| EOY | $1,189,361 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,807 | BOYAmt |
| EOY | $74,914 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,537 | BOYAmt |
| EOY | $266,314 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,631 | BOYAmt |
| EOY | $73,661 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,492 | BOYAmt |
| EOY | $103,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,898,914 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,996,724 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,787,357 | BOYAmt |
| EOY | $5,902,190 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,990,905 | BOYAmt |
| EOY | $3,118,509 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,111,072 | BOYAmt |
| EOY | $10,728,379 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,453 | BOYAmt |
| EOY | $446,234 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $874,165 | BOYAmt |
| EOY | $972,540 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,031,404 | BOYAmt |
| EOY | $1,998,770 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,355,022 | BOYAmt |
| EOY | $3,417,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,738,320 | BOYAmt |
| EOY | $4,908,473 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $721,312 | BOYAmt |
| EOY | $1,095,944 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,296,418 | BOYAmt |
| EOY | $1,306,418 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,756,050 | BOYAmt |
| EOY | $7,310,835 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,111,072 | BOYAmt |
| EOY | $10,728,379 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $578,582 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$23,797 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 | $3,042,538 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $174,443 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,908 | OtherExpendituresAmt |
| End Year Balance | $3,199,073 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,436,724 | BeginningYearBalanceAmt |
| Contributions | $1,394,658 | ContributionsAmt |
| Investment Earnings Or Losses | $295,835 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $84,679 | OtherExpendituresAmt |
| End Year Balance | $3,042,538 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,332,272 | BeginningYearBalanceAmt |
| Contributions | $19,249 | ContributionsAmt |
| Investment Earnings Or Losses | $91,004 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,801 | OtherExpendituresAmt |
| End Year Balance | $1,436,724 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,211,497 | BeginningYearBalanceAmt |
| Contributions | $150,792 | ContributionsAmt |
| Investment Earnings Or Losses | $19,048 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $49,065 | OtherExpendituresAmt |
| End Year Balance | $1,332,272 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $296,788 | BeginningYearBalanceAmt |
| Contributions | $782,786 | ContributionsAmt |
| Investment Earnings Or Losses | $149,519 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,367 | OtherExpendituresAmt |
| Administrative Expenses | $6,229 | AdministrativeExpensesAmt |
| End Year Balance | $1,211,497 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.49000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $150,000 | OtherCostOrOtherBasisAmt |
| Book Value | $150,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,744,321 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,219,448 | DepreciationAmt |
| Book Value | $4,524,873 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,837,393 | OtherCostOrOtherBasisAmt |
| Depreciation | $906,018 | DepreciationAmt |
| Book Value | $931,375 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,127,213 | OtherCostOrOtherBasisAmt |
| Depreciation | $871,258 | DepreciationAmt |
| Book Value | $255,955 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,987 | OtherCostOrOtherBasisAmt |
| Book Value | $39,987 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,902,190 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,034,590 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$23,797 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$23,797 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,058,387 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $6,058,387 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,479,805 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,479,805 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,479,805 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | GIFTS TO THE ENDOWMENT ARE AN INVESTMENT IN THE LONG-TERM FINANCIAL HEALTH OF THE INSTITUTION. INCOME FROM EACH OF THE SCHOOL'S ENDOWED FUNDS IS USED TO FUND THE SCHOOL'S PROGRAMS IN PERPETUITY. THE PRINCIPAL IS INVESTED FOR LONG-TERM GROWTH TO SERVE PRESENT AND FUTURE GENERATIONS OF STUDENTS. |
| Part X : FIN48 Footnote | THERE ARE NO UNCERTAIN TAX POSITIONS |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | ALL LITERATURE, CATALOGS AND NEWSPAPER ADVERTISEMENTS DESCRIBE NONDISCRIMINATION POLICY. |
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained | |
| Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF & AUCTION | Event1Nm |
| Gross Receipts Event1 | $798,056 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $680,762 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $117,294 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $117,294 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $798,056 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $680,762 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $117,294 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $117,294 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $117,294 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 92 | RecipientCnt |
| Non Cash Assistance | $1,088,083 | NonCashAssistanceAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | NEEDS BASED TUITION ASSISTANCE | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wooden Andrew | PersonNm |
| Title | Head of School | TitleTxt |
| Base Compensation Filing Org | $227,567 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $7,500 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $235,067 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE TAX RETURNS ARE REVIEWED BY THE HEAD OF SCHOOL, THE CONTROLLER, AND THE FINANCE COMMITTEE BEFORE FILING. DRAFT IS AVAILABLE FOR REVIEW BY TRUSTEES. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | BOARD OF TRUSTEES MEMBERS ARE REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS ARE INVESTIGATED AND RESOLVED. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | Compensation committee reviews data from CAIS & NAIS with regard to Head of School salary |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Compensation committee reviews data from CAIS & NAIS with regard to other officers and key employees |
| Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection | THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST |