BELMONT DAY SCHOOL INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BELMONT DAY SCHOOL INC (EIN 04-2108347)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-10-15
- IRS object ID
- 201542899349300524
- 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 K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-15T11:32:46-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061009205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PINE HILL DRIVE SUITE 301 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021697431 | 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 | 042108347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELMONT DAY SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELM | BusinessNameControlTxt |
| Phone | 6174843078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 DAY SCHOOL LANE | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNETTE RAPHEL | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 6174843078 | PhoneNum |
| Signature | 2015-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE Y HATCH | PreparerPersonNm |
| PTIN | P01222458 | PTIN |
| Phone | 7819821001 | PhoneNum |
| Preparation | 2015-10-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANNETTE RAPHEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 DAY SCHOOL LANE | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,931,067 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BELMONTDAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1927 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 203 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $632,275 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,370,499 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,547,965 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,089,779 | CYProgramServiceRevenueAmt |
| PY Investment Income | $244,720 | PYInvestmentIncomeAmt |
| CY Investment Income | $187,283 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,715 | PYOtherRevenueAmt |
| CY Other Revenue | -$34,354 | CYOtherRevenueAmt |
| PY Total Revenue | $10,442,675 | PYTotalRevenueAmt |
| CY Total Revenue | $12,613,207 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,071,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,158,043 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,353,881 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,566,156 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $48,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $334,442 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,819,049 | PYOtherExpensesAmt |
| CY Other Expenses | $3,005,701 | CYOtherExpensesAmt |
| PY Total Expenses | $10,293,030 | PYTotalExpensesAmt |
| CY Total Expenses | $10,729,900 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $149,645 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,883,307 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,547,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,836,357 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,788,848 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,353,146 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,758,928 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,483,211 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,861,892 | ExpenseAmt |
| Grant | $1,073,646 | GrantAmt |
| Revenue | $8,378,012 | RevenueAmt |
| Desc | WINTER SESSION - THE SCHOOL EDUCATES APPROXIMATELY 271 CHILDREN FROM PRE-KINDERGARTEN THROUGH THE EIGHTH GRADE. ITS CURRICULUM INCLUDES READING, WRITING, MATHEMATICS, SCIENCE, ART, MUSIC, FRENCH, SPANISH, AND PHYSICAL EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $770,119 | ExpenseAmt |
| Grant | $10,008 | GrantAmt |
| Revenue | $1,327,944 | RevenueAmt |
| Desc | SUMMER SESSION - THE SCHOOL OPERATES A SUMMER SESSION AND SWIM AND TENNIS CLUB DURING THE VARIOUS WEEKS OF THE SUMMER. APPROXIMATELY 661 CHILDREN ATTEND SUMMER SESSION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $354,673 | ExpenseAmt |
| Grant | $74,389 | GrantAmt |
| Revenue | $408,610 | RevenueAmt |
| Desc | THE EXTERNAL PROGRAMS PROVIDE APPROXIMATELY 192 CHILDREN WITH A SAFE, STRUCTURED ENVIRONMENT AFTER THE SCHOOL DAY, WITH PROGRAMS THAT SUPPORT AND CHALLENGE THE INTELLECTUAL, SOCIAL, EMOTIONAL, CREATIVE AND PHYSICAL GROWTH OF EACH CHILD. ALSO, APPROXIMATELY 114 CHILDREN ATTENDED MULTIPLE CAMPS DURING TWO VACATION WEEKS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,986,684 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 203 | 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 | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCILLE KOOYOOMJIAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174843078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BELMONT DAY SCHOOL 55 DAY SCHOOL | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DANYUL CHO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AUDRA DAINORA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK DOLNY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH GASS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HAJIAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS HANCOCK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DESIREE HUMPHRIES IVEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE JENG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW KADNAR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET RAMSEY MCCLUSKEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM MORRIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAKI NOMICOS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDON PARRY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET POTTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JALEEN SIEKMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY SPRUNG | |||||||
| TRUSTEE/LIBRARIAN | 40.00 | Yes (X) | $60,672 | $0 | $10,349 | ||
| JEFFREY TAYLOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD THOMPSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET WADE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL FINNERTY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY FELL | |||||||
| TEACHER/TRUSTEE | 40.00 | Yes (X) | $55,274 | $0 | $18,248 | ||
| LUIS VICEIRA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN LIESCHING | |||||||
| PRESIDENT/TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRIT DEWEY | |||||||
| VICE PRESIDENT/TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHARLES FOLEY | |||||||
| TREASURER/TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KRISTEN LEWIS | |||||||
| CLERK/TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANNETTE RAPHEL | |||||||
| TRUSTEE/HEAD OF SCHOOL | 40.00 | Yes (X) | $339,525 | $0 | $14,389 | Yes (X) | |
| LUCILLE R KOOYOOMJIAN | |||||||
| DIRECTOR OF FINANCE AND OP | 40.00 | $153,953 | $0 | $18,328 | Yes (X) | ||
| DEBORAH BRISSENDEN | |||||||
| ASST. HEAD & DIR. OF HS PL | 40.00 | $105,275 | $0 | $7,318 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $714,699 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,632 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SYSCO BOSTON LLC | |||||
| 99 SPRING STREET | PLYMPTON | MA | 02367 | FOOD SERVICE | $110,283 |
| PROSPECT BUILDING SERVICES CORP | |||||
| 360 PEARL STREET | MALDEN | MA | 02148 | CLEANING SERVICE | $109,868 |
| SANTORO ASSOCIATES INC | |||||
| 151 LANCASTER TERRACE | BROOKLINE | MA | 02446 | HVAC CONSULTANTS | $104,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $124,271 | FundraisingAmt |
| All Other Contributions | $2,246,228 | AllOtherContributionsAmt |
| Noncash Contributions | $198,841 | NoncashContributionsAmt |
| Total Contributions | $2,370,499 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES-WINTER | 611600 | $8,318,715 | $8,318,715 |
| TUITION & FEES-SUMMER | 611600 | $1,327,944 | $1,327,944 |
| TUITION & FEES-EXT. PROG. | 611600 | $408,610 | $408,610 |
| TUITION & FEES-OTHER PRG. | 611600 | $34,510 | $34,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,089,779 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,820 | TotalRevenueColumnAmt |
| Exclusion | $237,820 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $138,978 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $140,628 | SecuritiesAmt |
| Other | $48,887 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,650 | SecuritiesAmt |
| Other | -$48,887 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$50,537 | TotalRevenueColumnAmt |
| Exclusion | -$50,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $66,654 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $124,271 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $127,654 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$61,000 | TotalRevenueColumnAmt |
| Exclusion | -$61,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $2,550 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $691 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,859 | TotalRevenueColumnAmt |
| Exclusion | $1,859 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $24,787 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,787 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,787 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,613,207 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,114,566 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $128,142 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,158,043 | TotalAmt |
| Program Services | $1,158,043 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,070 | TotalAmt |
| Program Services | $160,205 | ProgramServicesAmt |
| Management And General | $480,391 | ManagementAndGeneralAmt |
| Fundraising | $33,474 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,807,492 | TotalAmt |
| Program Services | $4,158,423 | ProgramServicesAmt |
| Management And General | $429,840 | ManagementAndGeneralAmt |
| Fundraising | $219,229 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,586 | TotalAmt |
| Program Services | $182,186 | ProgramServicesAmt |
| Management And General | $27,825 | ManagementAndGeneralAmt |
| Fundraising | $6,575 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,944 | TotalAmt |
| Program Services | $449,277 | ProgramServicesAmt |
| Management And General | $24,420 | ManagementAndGeneralAmt |
| Fundraising | $7,247 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,064 | TotalAmt |
| Program Services | $315,004 | ProgramServicesAmt |
| Management And General | $53,406 | ManagementAndGeneralAmt |
| Fundraising | $18,654 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,186 | TotalAmt |
| Management And General | $11,186 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,990 | TotalAmt |
| Management And General | $34,990 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,259 | TotalAmt |
| Management And General | $1,259 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,807 | TotalAmt |
| Program Services | $98,218 | ProgramServicesAmt |
| Management And General | $4,675 | ManagementAndGeneralAmt |
| Fundraising | $6,914 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,271 | TotalAmt |
| Program Services | $28,752 | ProgramServicesAmt |
| Management And General | $48,069 | ManagementAndGeneralAmt |
| Fundraising | $7,450 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,624 | TotalAmt |
| Program Services | $532,554 | ProgramServicesAmt |
| Management And General | $39,798 | ManagementAndGeneralAmt |
| Fundraising | $14,272 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,479 | TotalAmt |
| Program Services | $57,965 | ProgramServicesAmt |
| Fundraising | $5,514 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,232 | TotalAmt |
| Program Services | $458,133 | ProgramServicesAmt |
| Management And General | $2,444 | ManagementAndGeneralAmt |
| Fundraising | $655 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,331 | TotalAmt |
| Program Services | $77,331 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,095 | TotalAmt |
| Program Services | $294,143 | ProgramServicesAmt |
| Management And General | $1,539 | ManagementAndGeneralAmt |
| Fundraising | $413 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,928 | TotalAmt |
| Program Services | $713,197 | ProgramServicesAmt |
| Management And General | $3,731 | ManagementAndGeneralAmt |
| Fundraising | $1,000 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,982 | TotalAmt |
| Program Services | $2,213 | ProgramServicesAmt |
| Management And General | $107,769 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD & KITCHEN | $194,955 | $194,955 | |
| MISCELLANEOUS | $106,124 | $34,134 | $71,990 |
| PRINTING & PUBLICATIONS | $77,562 | $12,120 | $65,442 |
| ATHLETICS | $59,831 | $59,831 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,045 | TotalAmt |
| Fundraising | $13,045 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,729,900 | TotalAmt |
| Program Services | $8,986,684 | ProgramServicesAmt |
| Management And General | $1,408,774 | ManagementAndGeneralAmt |
| Fundraising | $334,442 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,323,058 | BOYAmt |
| EOY | $609,959 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,952,291 | BOYAmt |
| EOY | $4,412,611 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,278 | BOYAmt |
| EOY | $1,650,666 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,839 | BOYAmt |
| EOY | $7,673 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,641 | BOYAmt |
| EOY | $284,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,171,952 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,269,333 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,515,141 | BOYAmt |
| EOY | $14,902,619 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,067,812 | BOYAmt |
| EOY | $12,303,571 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,528,327 | BOYAmt |
| EOY | $1,562,796 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,389 | BOYAmt |
| EOY | $101,950 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,547,776 | BOYAmt |
| EOY | $35,836,357 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $893,740 | BOYAmt |
| EOY | $1,146,728 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,148,402 | BOYAmt |
| EOY | $3,907,340 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,746,706 | BOYAmt |
| EOY | $9,299,078 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,788,848 | BOYAmt |
| EOY | $14,353,146 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,408,918 | BOYAmt |
| EOY | $14,120,147 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,649,467 | BOYAmt |
| EOY | $3,562,227 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,700,543 | BOYAmt |
| EOY | $3,800,837 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,758,928 | BOYAmt |
| EOY | $21,483,211 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,547,776 | BOYAmt |
| EOY | $35,836,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,883,307 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$195,877 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $36,853 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,789,689 | BeginningYearBalanceAmt |
| Contributions | $559,737 | ContributionsAmt |
| Investment Earnings Or Losses | $34,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $517,678 | OtherExpendituresAmt |
| End Year Balance | $13,866,367 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,340,068 | BeginningYearBalanceAmt |
| Contributions | $468,949 | ContributionsAmt |
| Investment Earnings Or Losses | $1,929,657 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,948,985 | OtherExpendituresAmt |
| End Year Balance | $13,789,689 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,210,495 | BeginningYearBalanceAmt |
| Contributions | $171,516 | ContributionsAmt |
| Investment Earnings Or Losses | $1,470,274 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $512,217 | OtherExpendituresAmt |
| End Year Balance | $13,340,068 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,693,980 | BeginningYearBalanceAmt |
| Contributions | $534,508 | ContributionsAmt |
| Investment Earnings Or Losses | -$540,958 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $477,035 | OtherExpendituresAmt |
| End Year Balance | $12,210,495 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,080,529 | BeginningYearBalanceAmt |
| Contributions | $2,214,547 | ContributionsAmt |
| Investment Earnings Or Losses | $1,812,904 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $414,000 | OtherExpendituresAmt |
| End Year Balance | $12,693,980 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.63300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09720 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26980 | 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 | $1,117,580 | OtherCostOrOtherBasisAmt |
| Book Value | $1,117,580 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,437,330 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,047,347 | DepreciationAmt |
| Book Value | $11,389,983 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,521,260 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,540,629 | DepreciationAmt |
| Book Value | $980,631 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,095,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $681,357 | DepreciationAmt |
| Book Value | $1,414,425 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,902,619 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $11,353,359 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$195,877 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,134,235 | OtherRevenueAmt |
| Revenue Not Reported | -$1,330,112 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,683,471 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,259 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$71,523 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$70,264 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,613,207 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,629,076 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $71,523 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $71,523 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,557,553 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,259 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,171,088 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,172,347 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,729,900 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE SCHOOL PURCHASED A PARCEL OF LAND ON MARCH 28, 2001, WHICH IS SUBJECT TO A CONSERVATION EASEMENT REQUIRING THAT IT BE PRESERVED AS OPEN SPACE. THIS PARCEL IS INCLUDED IN PROPERTY AND EQUIPMENT ON THE STATEMENT OF FINANCIAL POSITION AND THE SCHOOL'S MANAGEMENT AND BUILDINGS AND GROUNDS STAFF IS AWARE OF THE PRESERVATION REQUIREMENT AND ENSURES IT IS FOLLOWED. THE LAND IS ADJACENT TO THE SCHOOL GROUNDS AND HAS BEEN USED AS A PLAYING FIELD FOR PHYSICAL EDUCATION AND ATHLETIC PROGRAMS. |
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT INCLUDES BOTH DONOR AND BOARD-RESTRICTED FUNDS. THESE AMOUNTS ARE HELD IN VARIOUS INVESTMENT VEHICLES SO THAT THE RELATED INCOME CAN BE USED TO PROVIDE FINANCIAL AID TO FAMILIES AND TO FUND VARIOUS PROGRAMS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -1,158,043. CHANGE IN SPLIT INTEREST AGREEMENT 36,853. CAPITAL CAMPAIGN EXPENSES -13,045. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AUCTION EXPENSES -71,523. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AUCTION EXPENSES 71,523. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,158,043. CAPITAL CAMPAIGN EXPENSES 13,045. |
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 | NOTICE OF NON-DISCRIMINATION POLICY APPEARS IN NEWSPAPER WITH LARGEST CIRCULATION IN THE AREA | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $190,925 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $124,271 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $66,654 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $56,423 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $37,692 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $31,939 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $190,925 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $124,271 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $66,654 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $56,423 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $37,692 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,939 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $127,654 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$61,000 | 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 | FINANCIAL AID | GrantTypeTxt |
| Recipient | 58 | RecipientCnt |
| Cash Grant | $1,158,043 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FAMILIES WISHING TO APPLY FOR FINANCIAL AID MUST FIRST SUBMIT A LETTER OF INTENT TO APPLY FOR AID TO THE SCHOOL. THE SCHOOL THEN PROVIDES THESE FAMILIES WITH AN APPLICATION WHICH IS COMPLETED AND SENT TO AN INDEPENDENT THIRD PARTY WHO COMPILES STATISTICAL ANALYSIS THE SCHOOL CAN USE TO DETERMINE AWARDS. THE ANALYSIS ALONG WITH RECENT TAX DOCUMENTS WHICH THE FAMILIES ARE REQUIRED TO SUBMIT DIRECTLY TO THE SCHOOL ARE REVIEWED BY THE SCHOOL'S FINANCIAL AID COMMITTEE. THE COMMITTEE DETERMINES WHICH FAMILIES QUALIFY FOR AWARDS AND THE AMOUNT OF EACH AWARD. THE SCHOOL'S BUSINESS OFFICE PERSONNEL ENSURE THE AWARDS ARE PROPERLY APPLIED TO THE RECIPIENTS' TUITION ACCOUNT AND THE BUSINESS MANAGER MONITORS ALL STUDENT ACCOUNT ACTIVITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNETTE RAPHEL | ||||||||||||||
| TRUSTEE/HEAD OF SCHOOL | $334,725 | $0 | $0 | $0 | $4,800 | $0 | $12,945 | $0 | $1,444 | $0 | $353,914 | $0 | $0 | $0 |
| LUCILLE R KOOYOOMJIAN | ||||||||||||||
| DIRECTOR OF FINANCE AND OP | $153,953 | $0 | $0 | $0 | $0 | $0 | $8,087 | $0 | $10,241 | $0 | $172,281 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | IN DECEMBER 2012, THE BELMONT DAY SCHOOL ADOPTED A 457(B) NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR LUCILLE KOOYOOMIJIAN, THE DIRECTOR OF FINANCE AND OPERATIONS AND ANNETTE RAPHEL, THE HEAD OF THE SCHOOL. BELMONT DAY SCHOOL DID NOT MAKE ANY CONTRIBUTIONS TO THE PLAN FOR FISCAL YEAR 2015. | 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 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043438140 | BondIssuerEIN |
| Bond Issued | 2011-05-03 | BondIssuedDt |
| Issue Price | $11,000,000 | IssuePriceAmt |
| Purpose | TO PAY OFF 2001 BONDS AND VARIOUS SCHOOL PROJECTS, INCLUDING AN HVAC SYSTEM. | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,700,922 | RetiredAmt |
| Total Proceeds | $11,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $103,820 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,665,633 | CapitalExpendituresAmt |
| Other Spent Proceeds | $9,230,547 | OtherSpentProceedsAmt |
| Substantial Completion | 2014 | 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 |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| 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 | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | 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 | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 05/31/2015 | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,540 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DONATION | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,188 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DONATION | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $140,628 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DONATION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VARIOUS AUCTION ITEMS | 485 | $53,282 | FMV AT DONATION |
| Yes (X) | INSTRUCTIONAL MATERIALS | 3 | $203 | FMV AT DONATION |
| 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF INDIVIDUAL ITEMS DONATED. |
| PART I, LINE 32B: | IN FY15, THE ORGANIZATION USED "BIDDING FOR GOOD," TO FACILITATE AN ONLINE AND LIVE AUCTION DURING THE YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | BELMONT DAY SCHOOL WAS FOUNDED IN 1927 BY A GROUP OF PARENTS COMMITTED TO PROVIDING CHILDREN WITH A STRONG ACADEMIC FOUNDATION AND MANY OPPORTUNITIES FOR CREATIVE EXPRESSION. TODAY, AS THEN, THE SCHOOL'S PROGRAM GUIDES AND CHALLENGES THE INTELLECTUAL, SOCIAL, EMOTIONAL, MORAL, ARTISTIC, AND PHYSICAL GROWTH OF EACH CHILD. BELMONT DAY SCHOOL STRIVES TO BE A DIVERSE COMMUNITY DEDICATED TO ACADEMIC EXCELLENCE AND INTELLECTUAL DISCIPLINE WHERE STUDENTS FEEL SECURE, EXPERIENCE THE JOYS OF LEARNING, AND KNOW THEIR ACCOMPLISHMENTS ARE VALUED. AT BELMONT DAY SCHOOL WE VIEW EDUCATION AS A PROCESS BY WHICH CHILDREN BECOME SELF-MOTIVATED, LIFE-LONG LEARNERS WHO TAKE RESPONSIBILITY FOR THEMSELVES, EACH OTHER AND THE WORLD AROUND THEM. THE CURRICULUM IS DYNAMIC AND RIGOROUS AND REFLECTS AN UNDERSTANDING OF THE MANY WAYS CHILDREN DEVELOP AND LEARN. IN EVERY GRADE, NEW CONCEPTS ARE INTRODUCED, REINFORCED AND MASTERED THROUGH A RANGE OF CONCRETE EXPERIENCES AND OPPORTUNITIES THAT DEVELOP ABSTRACT REASONING. TEACHERS GUIDE AND INSTRUCT STUDENTS INDIVIDUALLY AND IN SMALL GROUPS WHILE PROVIDING TIME FOR STUDENTS TO LEARN FROM ONE ANOTHER. THE FACULTY PURSUES ONGOING PROFESSIONAL DEVELOPMENT, AND REGULARLY EVALUATES CURRICULUM IN LIGHT OF THE BEST EDUCATIONAL THEORY AND PRACTICE. THE SCHOOL AND ALL ITS MEMBERS COMMIT TO AND PRACTICE SIX CORE VALUES: RESPECT, HONESTY, RESPONSIBILITY, CARING, JOY AND EXCELLENCE. FACULTY, STUDENTS, PARENTS AND ADMINISTRATORS INTEGRATE THESE VALUES INTO CURRICULAR CHOICES, WORKING RELATIONSHIPS, COMMUNITY SERVICE AND ALL OTHER ASPECTS OF SCHOOL LIFE. IT IS THIS VISION OF EDUCATION THAT GUIDES THE SCHOOL NOW AND HAS CHARACTERIZED THE SCHOOL SINCE ITS FOUNDING. |
| FORM 990, PART III, LINE 1: | BELMONT DAY SCHOOL WAS FOUNDED IN 1927 BY A GROUP OF PARENTS COMMITTED TO PROVIDING CHILDREN WITH A STRONG ACADEMIC FOUNDATION AND MANY OPPORTUNITIES FOR CREATIVE EXPRESSION. TODAY, AS THEN, THE SCHOOL'S PROGRAM GUIDES AND CHALLENGES THE INTELLECTUAL, SOCIAL, EMOTIONAL, MORAL, ARTISTIC, AND PHYSICAL GROWTH OF EACH CHILD. BELMONT DAY SCHOOL STRIVES TO BE A DIVERSE COMMUNITY DEDICATED TO ACADEMIC EXCELLENCE AND INTELLECTUAL DISCIPLINE WHERE STUDENTS FEEL SECURE, EXPERIENCE THE JOYS OF LEARNING, AND KNOW THEIR ACCOMPLISHMENTS ARE VALUED. AT BELMONT DAY SCHOOL WE VIEW EDUCATION AS A PROCESS BY WHICH CHILDREN BECOME SELF-MOTIVATED, LIFE-LONG LEARNERS WHO TAKE RESPONSIBILITY FOR THEMSELVES, EACH OTHER AND THE WORLD AROUND THEM. THE CURRICULUM IS DYNAMIC AND RIGOROUS AND REFLECTS AN UNDERSTANDING OF THE MANY WAYS CHILDREN DEVELOP AND LEARN. IN EVERY GRADE, NEW CONCEPTS ARE INTRODUCED, REINFORCED AND MASTERED THROUGH A RANGE OF CONCRETE EXPERIENCES AND OPPORTUNITIES THAT DEVELOP ABSTRACT REASONING. TEACHERS GUIDE AND INSTRUCT STUDENTS INDIVIDUALLY AND IN SMALL GROUPS WHILE PROVIDING TIME FOR STUDENTS TO LEARN FROM ONE ANOTHER. THE FACULTY PURSUES ONGOING PROFESSIONAL DEVELOPMENT, AND REGULARLY EVALUATES CURRICULUM IN LIGHT OF THE BEST EDUCATIONAL THEORY AND PRACTICE. THE SCHOOL AND ALL ITS MEMBERS COMMIT TO AND PRACTICE SIX CORE VALUES: RESPECT, HONESTY, RESPONSIBILITY, CARING, JOY AND EXCELLENCE. FACULTY, STUDENTS, PARENTS AND ADMINISTRATORS INTEGRATE THESE VALUES INTO CURRICULAR CHOICES, WORKING RELATIONSHIPS, COMMUNITY SERVICE AND ALL OTHER ASPECTS OF SCHOOL LIFE. IT IS THIS VISION OF EDUCATION THAT GUIDES THE SCHOOL NOW AND HAS CHARACTERIZED THE SCHOOL SINCE ITS FOUNDING. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SCHOOL'S MEMBERS CONSIST OF PARENTS, STEP-PARENTS AND LEGALLY APPOINTED GUARDIANS OF STUDENTS AT THE SCHOOL, ELECTED TRUSTEES WHO ARE NOT OTHERWISE MEMBERS AND CERTAIN OTHER PERSONS AS DEFINED IN THE SCHOOL'S BY-LAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS (SEE SCHEDULE O RESPONSE TO FORM 990, PART VI, SECTION A, LINE 6) CAN ELECT, REMOVE AND SUSPEND TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS MUST APPROVE ANY CHANGES THAT ARE MADE TO THE ORGANIZATION'S BY-LAWS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 AND ALL REQUIRED SCHEDULES WERE REVIEWED COMPLETELY BY THE AUDIT COMMITTEE OF THE BOARD, THE DIRECTOR OF FINANCE AND OPERATIONS, AND THE HEAD OF SCHOOL PRIOR TO ITS FILING. THE FINAL FORM 990 WAS FILED IN THE OFFICE OF THE DIRECTOR OF FINANCE AND OPERATIONS SUBSEQUENT TO ITS FILING WITH THE IRS AND IS AVAILABLE FOR ALL MEMBERS OF THE BOARD OF TRUSTEES TO REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL'S CONFLICT OF INTEREST POLICY SPECIFICALLY COVERS ALL MEMBERS OF THE BOARD OF TRUSTEES. THE BOARD ALSO REQUIRES THE DIRECTOR OF FINANCE AND OPERATIONS TO BE COVERED BY THE POLICY. ON AN ANNUAL BASIS THESE INDIVIDUALS MUST REVIEW THE POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. IN ADDITION, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, THE COMMITTEE ON TRUSTEES, THE FINANCE COMMITTEE, AND THE BOARD OF TRUSTEES AS A WHOLE REVIEW EVERY SUBSTANTIVE TRANSACTION THAT MIGHT GIVE RISE TO A REAL OR PERCEIVED CONFLICT IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. IF A CONFLICT IS DETERMINED TO EXIST, AT ANY BOARD MEETING IN WHICH A PROPOSED TRANSACTION OR DECISION INVOLVING A CONFLICT IS CONSIDERED, THE INDIVIDUAL WITH A PERSONAL INTEREST SHALL MAKE A FULL STATEMENT OF FACTS REGARDING THE MATTER AND THE SCOPE OF HIS OR HER INTEREST, WHICH DISCLOSURE SHALL BE MADE IN THE MINUTES OF THE MEETING. THE INDIVIDUAL SHALL THEN RECUSE HIMSELF OR HERSELF FROM THE BOARD'S DELIBERATIONS AND VOTING ON THE PROPOSED TRANSACTION OR DECISION. |
| FORM 990, PART VI, SECTION B, LINE 15 | TO DETERMINE COMPENSATION FOR THE HEAD OF SCHOOL AND DIRECTOR OF FINANCE AND OPERATIONS, THE SCHOOL FOLLOWS THE GUIDELINES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS AS SET FORTH IN THE GENERAL INSTRUCTIONS OF THE 990. THESE GUIDELINES WERE MOST RECENTLY FOLLOWED TO ESTABLISH THE COMPENSATION FOR BOTH THE HEAD OF SCHOOL AND THE DIRECTOR OF FINANCE AND OPERATIONS FOR FISCAL 2015. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND OUR AUDITED FINANCIAL STATEMENTS ARE AVAILABLE IN THE OFFICE OF THE DIRECTOR OF FINANCE AND OPERATIONS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENT 36,853. |