FRIENDS SCHOOL OF BALTIMORE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS SCHOOL OF BALTIMORE INC (EIN 52-0591602)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201541349349304819
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T13:16:41-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205991824 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC&H TAX & ADVISORY SERVICES LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 RIDGEBROOK ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 21152 | 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 | 520591602 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS SCHOOL OF BALTIMORE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 4106493200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5114 N CHARLES ST | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONITA B HEARN | PersonNm |
| Person Title | HEAD OF FINANCE AND OPERATIONS | PersonTitleTxt |
| Phone | 4106493200 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI S BURGHAUSER | PreparerPersonNm |
| PTIN | P00370694 | PTIN |
| Phone | 4104031500 | PhoneNum |
| Preparation | 2015-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATTHEW MICCICHE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5114 N CHARLES ST | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,731,624 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRIENDSBALT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | FOUNDED IN 1784, FRIENDS SCHOOL OF BALTIMORE PROVIDES A COEDUCATIONAL, COLLEGE PREPARTORY PROGRAM GUIDED BY THE QUAKER VALUES OF TRUTH, EQUALITY, SIMPLICITY, COMMUNITY, AND PEACEFUL RESOLUTION OF CONFLICT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 512 | TotalEmployeeCnt |
| Total Volunteers | 425 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,082,080 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,513,841 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,713,160 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,216,578 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,575,115 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,180,590 | CYInvestmentIncomeAmt |
| PY Other Revenue | $356,447 | PYOtherRevenueAmt |
| CY Other Revenue | $302,806 | CYOtherRevenueAmt |
| PY Total Revenue | $29,726,802 | PYTotalRevenueAmt |
| CY Total Revenue | $31,213,815 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,399,615 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,956,313 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,629,086 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,746,295 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $22,273 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $892,867 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,797,019 | PYOtherExpensesAmt |
| CY Other Expenses | $7,778,314 | CYOtherExpensesAmt |
| PY Total Expenses | $25,825,720 | PYTotalExpensesAmt |
| CY Total Expenses | $27,503,195 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,901,082 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,710,620 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $82,801,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,686,120 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,581,831 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,770,051 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,220,024 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,916,069 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED IN 1784, FRIENDS SCHOOL OF BALTIMORE PROVIDES A COEDUCATIONAL, COLLEGE PREPARTORY PROGRAM GUIDED BY THE QUAKER VALUES OF TRUTH, EQUALITY, SIMPLICITY, COMMUNITY, AND PEACEFUL RESOLUTION OF CONFLICT. BY SETTING HIGH STANDARDS OF EXCELLENCE FOR A DIVERSE AND CARING COMMUNITY, FRIENDS SEEKS TO DEVELOP IN EACH STUDENT THE SPIRITUAL, INTELLECTUAL/PHYSICAL AND CREATIVE STRENGTHS TO MAKE A POSITIVE CONTRIBUTION TO THE WORLD. RECOGNIZING THAT THERE IS THAT OF GOD IN EACH PERSON, THE SCHOOL STRIVES IN ALL ITS PROGRAMS, POLICIES, AND AFFAIRS TO BE AN INSTITUTION THAT EXEMPLIFIES THE IDEALS OF THE RELIGIOUS SOCIETY OF FRIENDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,410,324 | ExpenseAmt |
| Grant | $3,956,313 | GrantAmt |
| Revenue | $22,825,043 | RevenueAmt |
| Desc | INSTRUCTION AND EDUCATION - FOR 912 STUDENTS IN GRADES PRIMARY TO 12TH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,086,499 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,391,535 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES - AFTER SCHOOL PROGRAMS, MUSIC LESSONS, PRESCHOOL & CHILD CARE AND SUMMER CAMP SERVING OVER 500 STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,496,823 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 87 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 512 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONITA B HEARN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4106493228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5114 NORTH CHARLES STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BILL WHITE | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THORA JOHNSON | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NORMAN FORBUSH | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIA REDRICK | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DARYL SIDLE | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES ANGELONE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TRISH BACKER MICELI | ||||||||
| TRUSTEE, ALUMNI REPRESENTATIVE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS BROOKS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HERBERT BURGUNDER III | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE CARNELL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE STEVENS DEITCH | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS FESSENDEN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER GANGE | ||||||||
| TRUSTEE, PARENT ASSOC REPRESENTATIVE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY GONYA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM HEARN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDRE JONES | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA KATZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY LIEBER | ||||||||
| TRUSTEE, STUDENT REPRESENTATIVE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA HILLMAN LOEB | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN PETTUS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT PIERCE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN RIVES | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWIN REMSBERG | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD THAYER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN WATT | ||||||||
| TRUSTEE, FACULTY REPRESENTATIVE | 40.00 | 0.00 | Yes (X) | $61,260 | $0 | $17,341 | ||
| MARK WEINMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW MICCICHE | ||||||||
| HEAD OF SCHOOL | 40.00 | 0.00 | Yes (X) | $251,321 | $0 | $107,785 | ||
| BONITA B HEARN | ||||||||
| ASST HEAD FINANCE & OPERATIONS | 40.00 | 0.00 | Yes (X) | $140,584 | $0 | $26,434 | ||
| SCOTT W HARRINGTON | ||||||||
| PRINCIPAL - MIDDLE SCHOOL | 40.00 | 0.00 | $121,718 | $0 | $14,954 | Yes (X) | ||
| STEPHEN MCMANUS | ||||||||
| PRINCIPAL - UPPER SCHOOL | 40.00 | 0.00 | $108,784 | $0 | $25,074 | Yes (X) | ||
| JEANNE PHIZACKLEA | ||||||||
| DIRECTOR - LIBRARY & INFO SERVICES | 40.00 | 0.00 | $105,247 | $0 | $19,698 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $788,914 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $211,286 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEWIS CONTRACTORS | |||||
| 55 GWYNNS MILL CT | OWINGS MILL | MD | 21117 | CONSTRUCTION | $1,533,777 |
| FLIK BY CHARTWELLS COMPASS GROUP USA | |||||
| PO BOX 91337 | CHICAGO | IL | 60693 | CAFETERIA SERVICE | $680,170 |
| ZIGERSNEAD | |||||
| 1006 MORTON ST | BALTIMORE | MD | 21201 | ARCHITECTS | $573,630 |
| COMPREHENSIVE BUILDING SERVICES | |||||
| 529 ANNESLIE ROAD | BALTIMORE | MD | 21212 | JANITORIAL SERVICES | $314,973 |
| CHESAPEAKE PLANT & LANDSCAPING SERVICES | |||||
| 10714 YORK ROAD | COCKEYSVILLE | MD | 21030 | LANDSCAPING | $219,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,513,841 | AllOtherContributionsAmt |
| Noncash Contributions | $295,179 | NoncashContributionsAmt |
| Total Contributions | $3,513,841 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $22,318,405 | $22,318,405 |
| AUXILIARY ENTERPRISES | 611710 | $938,591 | $938,591 |
| LITTLE AND BABY FRIENDS | 611710 | $452,944 | $452,944 |
| DINING SERVICES | 611710 | $446,907 | $446,907 |
| YEARBOOK AND OTHER CLUBS | 611710 | $26,228 | $26,228 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,503 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,503 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,216,578 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $737,727 | TotalRevenueColumnAmt |
| Exclusion | $737,727 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $147,443 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $147,443 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,443 | TotalRevenueColumnAmt |
| Exclusion | $147,443 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,824,434 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,381,094 | SecuritiesAmt |
| Other | $477 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,443,340 | SecuritiesAmt |
| Other | -$477 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,442,863 | TotalRevenueColumnAmt |
| Exclusion | $2,442,863 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $70,598 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $26,515 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,083 | TotalRevenueColumnAmt |
| Exclusion | $44,083 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $199,967 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $109,723 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,244 | TotalRevenueColumnAmt |
| Exclusion | $90,244 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $21,036 | TotalRevenueColumnAmt |
| Exclusion | $21,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,036 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,213,815 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,216,578 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,483,396 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,956,313 | TotalAmt |
| Program Services | $3,956,313 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,724 | TotalAmt |
| Program Services | $471,624 | ProgramServicesAmt |
| Management And General | $110,827 | ManagementAndGeneralAmt |
| Fundraising | $22,273 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,996,244 | TotalAmt |
| Program Services | $9,548,302 | ProgramServicesAmt |
| Management And General | $1,858,318 | ManagementAndGeneralAmt |
| Fundraising | $589,624 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,488 | TotalAmt |
| Program Services | $34,869 | ProgramServicesAmt |
| Management And General | $108,215 | ManagementAndGeneralAmt |
| Fundraising | $7,404 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,137,992 | TotalAmt |
| Program Services | $1,853,958 | ProgramServicesAmt |
| Management And General | $178,845 | ManagementAndGeneralAmt |
| Fundraising | $105,189 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,120 | TotalAmt |
| Program Services | $723,665 | ProgramServicesAmt |
| Management And General | $112,202 | ManagementAndGeneralAmt |
| Fundraising | $43,253 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,414 | TotalAmt |
| Management And General | $22,414 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,850 | TotalAmt |
| Management And General | $49,850 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,596 | TotalAmt |
| Management And General | $142,596 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,276 | TotalAmt |
| Program Services | $455,252 | ProgramServicesAmt |
| Management And General | $53,024 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,661 | TotalAmt |
| Program Services | $32,529 | ProgramServicesAmt |
| Management And General | $89,322 | ManagementAndGeneralAmt |
| Fundraising | $22,810 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,488 | TotalAmt |
| Program Services | $123,707 | ProgramServicesAmt |
| Management And General | $161,299 | ManagementAndGeneralAmt |
| Fundraising | $34,482 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,179 | TotalAmt |
| Program Services | $299,469 | ProgramServicesAmt |
| Management And General | $46,319 | ManagementAndGeneralAmt |
| Fundraising | $8,391 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,926 | TotalAmt |
| Program Services | $619,926 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,244 | TotalAmt |
| Management And General | $1,405 | ManagementAndGeneralAmt |
| Fundraising | $839 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,892 | TotalAmt |
| Fundraising | $34,892 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,186 | TotalAmt |
| Program Services | $334,186 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,644,899 | TotalAmt |
| Program Services | $1,644,899 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,333 | TotalAmt |
| Management And General | $252,333 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INSTRUCTION | $754,379 | $754,379 | |
| EQUIPMENT RENTAL AND MA | $747,989 | $746,550 | $1,439 |
| STUDENT SERVICES | $537,789 | $537,789 | |
| DINING SERVICES | $344,509 | $344,509 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $963,704 | TotalAmt |
| Program Services | $359,406 | ProgramServicesAmt |
| Management And General | $580,588 | ManagementAndGeneralAmt |
| Fundraising | $23,710 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,503,195 | TotalAmt |
| Program Services | $22,496,823 | ProgramServicesAmt |
| Management And General | $4,113,505 | ManagementAndGeneralAmt |
| Fundraising | $892,867 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,114 | BOYAmt |
| EOY | $2,225 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,528 | BOYAmt |
| EOY | $319,687 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,630,788 | BOYAmt |
| EOY | $2,268,526 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,221 | BOYAmt |
| EOY | $467,472 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $178,868 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,125 | BOYAmt |
| EOY | $403,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $61,056,868 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,608,987 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,303,494 | BOYAmt |
| EOY | $35,447,881 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,677,783 | BOYAmt |
| EOY | $46,941,259 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $947,802 | BOYAmt |
| EOY | $656,268 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,801,855 | BOYAmt |
| EOY | $86,686,120 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,460,988 | BOYAmt |
| EOY | $1,187,407 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,817,161 | BOYAmt |
| EOY | $5,746,561 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,121,333 | BOYAmt |
| EOY | $5,836,083 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,349 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,581,831 | BOYAmt |
| EOY | $12,770,051 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,249,574 | BOYAmt |
| EOY | $38,200,492 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,946,073 | BOYAmt |
| EOY | $20,153,401 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,024,377 | BOYAmt |
| EOY | $15,562,176 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,220,024 | BOYAmt |
| EOY | $73,916,069 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,801,855 | BOYAmt |
| EOY | $86,686,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,710,620 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,565,027 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$579,602 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 3.10 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,351,047 | BeginningYearBalanceAmt |
| Contributions | $1,037,799 | ContributionsAmt |
| Investment Earnings Or Losses | $3,701,341 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $698,178 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,392,009 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,762,480 | BeginningYearBalanceAmt |
| Contributions | $857,229 | ContributionsAmt |
| Investment Earnings Or Losses | $2,811,379 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,080,041 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,351,047 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,603,635 | BeginningYearBalanceAmt |
| Contributions | $1,041,292 | ContributionsAmt |
| Investment Earnings Or Losses | -$231,102 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,651,345 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,762,480 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,077,922 | BeginningYearBalanceAmt |
| Contributions | $621,175 | ContributionsAmt |
| Investment Earnings Or Losses | $3,936,375 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,031,837 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,603,635 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,486,307 | BeginningYearBalanceAmt |
| Contributions | $450,218 | ContributionsAmt |
| Investment Earnings Or Losses | $2,892,728 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $751,331 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,077,922 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36930 | 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 | $1,609,448 | OtherCostOrOtherBasisAmt |
| Book Value | $1,609,448 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,842,225 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,347,466 | DepreciationAmt |
| Book Value | $32,494,759 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,203,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,485,445 | DepreciationAmt |
| Book Value | $717,765 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,401,985 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,776,076 | DepreciationAmt |
| Book Value | $625,909 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,447,881 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,933,857 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,565,027 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $319,064 | OtherRevenueAmt |
| Revenue Not Reported | $1,884,091 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,049,766 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,164,049 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,164,049 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,213,815 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,237,812 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $898,666 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $898,666 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,339,146 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,164,049 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,164,049 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,503,195 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE CONSERVATION EASEMENTS ARE INCLUDED IN "LAND AND LAND IMPROVEMENTS" PRESENTED AS PROPERTY AND EQUIPMENT, NET ON THE FINANCIAL STATEMENTS. ALL REVENUE AND EXPENSES ASSOCIATED WITH THE EASEMENTS ARE INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION ON THE FINANCIAL STATEMENTS. |
| PART V, LINE 4: | THE ORGANIZATION USES THE ENDOWMENT FUNDS AS SUPPORT FOR OPERATING EXPENSES THAT ARE NECESSARY TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE. THE ORGANIZATION'S OBJECTIVE IS TO MAINTAIN THE PURCHASING POWER OF ITS ENDOWMENTS OVER TIME BY FOLLOWING ITS SPENDING AND INVESTMENT POLICIES. |
| PART X, LINE 2: | WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE SCHOOL RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURES AS A COMPONENT OF INCOME TAX EXPENSE. THE SCHOOL DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF JUNE 30, 2014 AND 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INTEREST RATE SWAP 182,349. COST OF GOODS SOLD NETTED WITH REVENUE 109,723. FUNDRAISING EXPENSES NETTED WITH REVENUE 26,515. ROUNDING ADJUSTMENT 477. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TUITION DISCOUNTS NETTED WITH TUITION INCOME 65,140. STUDENT GRANTS NETTED WITH TUITION INCOME 3,956,313. INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME 142,596. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED WITH REVENUE 109,723. FUNDRAISING EXPENSES NETTED WITH REVENUE 26,515. ROUNDING ADJUSTMENT 332. WRITE-OFF OF PRIOR YEAR UNCOLLECTIBLE PLEDGES PRESENTED AS OTHER CHANGE 762,096. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION DISCOUNTS NETTED WITH TUITION INCOME 65,140. STUDENT GRANTS NETTED WITH TUITION INCOME 3,956,313. INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME 142,596. |
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 | ALL PUBLICATIONS AND OTHER SCHOOL RELATED MARKETING MATERIALS INCLUDE A STATEMENT OF THE SCHOOL'S NONDISCRMINATORY POLICY. IN ADDITION, THE SCHOOL IS INCLUDED IN NEWSPAPER ADVERTISEMENTS THROUGH THE ASSOCIATION OF INDEPENDENT MARYLAND SCHOOLS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDENT TRIPS TO STUDY ABROAD IN SPAIN. | $17,556 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | STUDENT TRIPS TO STUDY ABROAD IN RUSSIA. | $71,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $89,019 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $89,019 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPRING THING | NameOfEvent1Amt |
| Gross Receipts Event1 | $34,027 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $34,027 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $19,008 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | HOLLY FEST | NameOfEvent2Amt |
| Gross Receipts Event2 | $33,581 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $33,581 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,972 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,990 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $2,990 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,535 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $70,598 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $70,598 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,515 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,515 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $44,083 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 251 | RecipientCnt |
| Cash Grant | $3,956,313 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE STUDENT'S PARENT(S) APPLIES FOR THE FINANCIAL AID BY COMPLETING THE UNIFORM SSS FORM. MANAGEMENT REVIEWS THE SSS FORMS AND AWARDS FINANCIAL AID ON AN AS-NEEDED BASIS. THE AMOUNT OF EACH AWARD IS APPLIED TO THE RESPECTIVE STUDENT'S TUITION BILL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW MICCICHE | ||||||||||||||
| HEAD OF SCHOOL | $251,321 | $0 | $0 | $0 | $0 | $0 | $17,500 | $0 | $90,285 | $0 | $359,106 | $0 | $0 | $0 |
| BONITA B HEARN | ||||||||||||||
| ASST HEAD FINANCE & OPERATIONS | $140,584 | $0 | $0 | $0 | $0 | $0 | $10,162 | $0 | $16,272 | $0 | $167,018 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT (HEAD OF SCHOOL) IS REQUIRED TO LIVE IN A HOUSE LOCATED ON THE SCHOOL'S PREMISES FOR THE SCHOOL'S CONVENIENCE AND AS A CONDITION OF EMPLOYMENT. THIS BENEFIT WAS VALUED TO BE $36,000 AND IS INCLUDED AS A NON-TAXABLE BENEFIT. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 520936091 | BondIssuerEIN |
| Bond Issued | 2012-06-14 | BondIssuedDt |
| Issue Price | $6,145,000 | IssuePriceAmt |
| Purpose | REFUNDING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $308,917 | RetiredAmt |
| Total Proceeds | $6,145,000 | TotalProceedsAmt |
| Refunding Escrow | $6,145,000 | RefundingEscrowAmt |
| Substantial Completion | 2005 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $22,136 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $295,179 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | DECISIONS OR ACTIONS FINALIZED BY CONSENSUS "VOTING" IS NOT A PRACTICE OR CUSTOM OF THE RELIGIOUS SOCIETY OF FRIENDS. NO FINAL DECISION SHALL BE MADE OR CONCLUSIVE ACTION TAKEN AT ANY BOARD MEETING AT WHICH FEWER THAN 12 MEMBERS (NOT COUNTING EX-OFFICIO MEMBERS) ARE PRESENT, INCLUDING EITHER THE CHAIR OR VICE CHAIR AND PROVIDED THAT AT LEAST FOUR OF THE TRUSTEES PRESENT ARE MEMBERS OF THE RELIGIOUS SOCIETY OF FRIENDS. CURRENTLY, WE HAVE 26 BOARD OF TRUSTEES MEMBERS INCLUDING REGULAR MEMBERS, REPRESENTATIVE MEMBERS, AND THE HEAD OF SCHOOL. |
| FORM 990, PART VI, SECTION A, LINE 7A | REGULAR MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED BY THE BALTIMORE MONTHLY MEETING OF FRIENDS, STONY RUN. THE PARENT REPRESENTATIVE IS SELECTED BY THE SCHOOL'S PARENT'S ASSOCIATION. THE ALUMNI REPRESENTATIVE IS SELECTED BY THE ALUMNI ASSOCIATION. THE FACULTY REPRESENTATIVE IS SELECTED BY THE SCHOOL'S FACULTY, ACTING THROUGH THE FACULTY NOMINATING COMMITTEE. THE STUDENT REPRESENTATIVE IS SELECTED BY THE UPPER SCHOOL SENATE, AN ORGANIZATION THAT REPRESENTS CURRENTLY ENROLLED STUDENTS. THE TWO APPOINTED MEMBERS OF THE BOARD ARE SELECTED BY THE CURRENT MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE PROPERTY AND BUSINESS OF THE SCHOOL SHALL BE MANAGED UNDER THE DIRECTION OF THE BOARD OF TRUSTEES WITHOUT LIMITING THE FOREGOING. THE BOARD OF TRUSTEES SHALL BE RESPONSIBLE FOR THE SELECTION AND APPOINTMENT OF THE HEAD OF THE SCHOOL, THE DETERMINATION OF THE OVERALL POLICIES OF THE INSTITUTION, THE SAFEKEEPING AND MANAGEMENT OF ITS ASSETS, FUNDRAISING AND DEVELOPMENT, THE APPROVAL OF ITS BUDGET AND THE GENERAL OVERSIGHT OF THE FACULTY AND ADMINISTRATIVE STAFF, AND THE EDUCATIONAL PROGRAM. THE BOARD MUST SEEK PRIOR APPROVAL FROM THE STONY RUN FRIENDS MEETING BEFORE IT CAN ACT ON ANY "MATTERS OF FUNDAMENTAL IMPORTANCE" SUCH MATTERS INCLUDE ANY MODIFICATION OR AMENDMENT OF THE PHILOSOPHY OR MISSION OF THE SCHOOL, OR CHANGES TO THE BYLAWS RELATING TO THE COMPOSITION AND APPOINTMENT OF THE BOARD, THE POWERS OF THE BOARD AND THE METHOD FOR CONDUCTING BOARD BUSINESS BYLAWS, ARTICLE IX, SECTION A. SIMILARLY, THE ARTICLES OF INCORPORATION PROVIDE THAT STONY RUN FRIENDS MEETING MUST APPROVE ANY AMENDMENT TO THE ARTICLES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF TRUSTEES WILL REVIEW THE DRAFT PRIOR TO FILING. THE ASSISTANT HEAD FOR FINANCE & OPERATIONS DIRECTLY COMMUNICATES WITH THE CHAIR OF THE BOARD AND THE HEAD OF SCHOOL REGARDING ALL MATTERS RELATING TO THE FORM 990 AND EXECUTIVE COMPENSATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | DURING EACH RESPECTIVE SCHOOL YEAR, THE CHAIR OF THE BOARD OF TRUSTEES DISTRIBUTES A CONFLICT OF INTEREST POLICY AND REQUIRES A SIGNED ACKNOWLEDGEMENT FORM FROM EACH TRUSTEE. THE CHAIR SUBSEQUENTLY REVIEWS EACH ACKNOWLEDGEMENT AND, IF HE/SHE HAS ANY CONCERNS, PRESENTS THOSE CONCERNS TO THE EXECUTIVE COMMITTEE FOR DISCUSSION. THE ACKNOWLEDGEMENT FORMS ARE FILED IN THE SCHOOL'S OFFICE. IN THE EVENT THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE HAVE CONCERNS, THOSE ITEMS ARE DISCUSSED WITH THE RESPECTIVE TRUSTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWS INDEPENDENT COMPENSATION INFORMATION, DOCUMENTS THE DELIBERATIONS AND DECISIONS, AND APROVES MULTI-YEAR CONTRACTS FOR THE HEAD OF SCHOOL AND OTHER OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. PUBLIC INSPECTION COPIES OF THE FORM 990 ARE AVAILABLE THROUGH GUIDESTAR.COM. |
| FORM 990, PART XI, LINE 9: | GAIN ON INTEREST RATE SWAP 182,349. ROUNDING ADJUSTMENT 145. PRIOR YEAR PLEDGES DEEMED UNCOLLECTIBLE -762,096. |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITTLE FRIENDS LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5114 NORTH CHARLES STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHILD CARE | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Total Income | $431,549 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS SCHOOL OF BALTIMORE INC | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTHLY MEETING OF FRIENDS STONY RUN | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5116 NORTH CHARLES STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520629766 | EIN |
| Primary Activities | MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |