ROWLAND HALL-ST MARKS SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROWLAND HALL-ST MARKS SCHOOL (EIN 87-0212477)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-14
- IRS object ID
- 201400459349302860
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-14T16:44:50-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202253063 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANNER LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 S STATE STREET SUITE 600 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870212477 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROWLAND HALL-ST MARK'S SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROWL | NameControl |
| Phone | 8013557485 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 GUARDSMAN WAY | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN HANSON | Name |
| Title | CFO | Title |
| Phone | 8013557485 | Phone |
| Date Signed | 2014-02-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID SPERRY | Name |
| PTIN | P00176382 | PTIN |
| Phone | 8015327444 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN HANSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 GUARDSMAN WAY | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22283378 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ROWLANDHALL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1867 | YearFormation |
| State Legal Domicile | UT | StateLegalDomicile |
| Activity Or Mission Description | PRIVATE SCHOOL EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 391 | TotalNbrEmployees |
| Total Nbr Volunteers | 741 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3576691 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3532101 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18061277 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18507472 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 387701 | InvestmentIncomePriorYear |
| Investment Income Current Year | 221008 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 22472 | OtherRevenuePriorYear |
| Other Revenue Current Year | 22797 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22048141 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22283378 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11442843 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11892606 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 409298 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7613966 | OtherExpensePriorYear |
| Other Expenses Current Year | 8397983 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19056809 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20290589 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2991332 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1992789 | RevenuesLessExpensesCY |
| Total Assets BOY | 44525372 | TotalAssetsBOY |
| Total Assets EOY | 47985550 | TotalAssetsEOY |
| Total Liabilities BOY | 3834166 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4456738 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 40691206 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 43528812 | NetAssetsOrFundBalancesEOY |
| Mission Description | WE INSPIRE STUDENTS TO LEAD ETHICAL AND PRODUCTIVE LIVES THROUGH A COLLEGE PREPARATORY PROGRAM THAT PROMOTES THE PURSUIT OF ACADEMIC AND PERSONAL EXCELLENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17396224 | Expense |
| Revenue | 18530269 | Revenue |
| Description | PRIVATE SCHOOL EDUCATION FROM PRE-SCHOOL TO 12TH GRADE | Description |
| Total Program Service Expense | 17396224 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 391 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN HANSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8013557485 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 GUARDSMAN WAY | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| RICHARD BADENHAUSEN | ||||||||
| CHAIR, EDUCATION COMMITTEE | 5.00 | X | 0 | 0 | 0 | |||
| JOHN BIRD | ||||||||
| CHAIR, FINANCE COMMITTEE | 5.00 | X | 0 | 0 | 0 | X | ||
| ALEX BOCOCK | ||||||||
| CHAIR, DEVELOPMENT COMMITT | 4.00 | X | 0 | 0 | 0 | |||
| FRANCE DAVIS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| SAM GOLDSTEIN | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| BEN LOGUE | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| PHILIP MCCARTHEY | ||||||||
| BOARD VICE CHAIR | 7.00 | X | 0 | 0 | 0 | X | ||
| MARGARET NIVER MCGANN | ||||||||
| CHAIR, LEGAL COMMITTEE | 4.00 | X | 0 | 0 | 0 | |||
| RHONDA NICOLOFF | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JENNIFER PRICE-WALLIN | ||||||||
| CHAIR, CAMPAIGN STEERING C | 7.00 | X | 0 | 0 | 0 | |||
| IRA RUBINFELD | ||||||||
| CHAIR, ANNUAL FUND | 5.00 | X | 0 | 0 | 0 | |||
| PRIYA CHODOSH | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| AMY BAKER | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| SCOTT B HAYASHI | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JILL LANG | ||||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |||
| KURT LARSEN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| SABA SIDDIQUI | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT STEINER | ||||||||
| BOARD CHAIR | 12.00 | X | 0 | 0 | 0 | X | ||
| BRIAN BARKER | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JOSH KANTER | ||||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |||
| AKEMI LOUCHHEIM | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| RACHEL SWEET MARTIN | ||||||||
| CHAIR, ALUMNI COMMITTEE | 3.00 | X | 0 | 0 | 0 | |||
| JOHN MCNAMARA | ||||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |||
| VIVIAN LEE | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| MELISSA ORFORD | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| MICHAEL WEINHOLTZ | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JULIE A BARRETT | ||||||||
| ASSOC. HEAD/SECRETARY OF B | 40.00 | 156174 | 0 | 20943 | X | |||
| ALAN C SPARROW | ||||||||
| HEAD OF SCHOOL | 40.00 | 393337 | 0 | 42933 | X | X | ||
| KEVIN D HANSON | ||||||||
| CFO | 40.00 | 128215 | 0 | 16957 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 677726 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 80833 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SAGE DINING SERVICES | |||||
| 1402 YORK ROAD STE 100 | LUTHERVILLE | MD | 21093 | DINING | 621747 |
| APPLE COMPUTER INC | |||||
| PO BOX 4846095 | DALLAS | TX | 75284 | COMPUTERS | 237106 |
| ESHERICK HOMSEY DODGE & DAVIS | |||||
| 500 TREAT AVE | SAN FRANCISCO | CA | 94110 | ARCHITECTURAL DESIGNS | 210455 |
| MORETON & CO | |||||
| PO BOX 58139 | SALT LAKE CITY | UT | 84158 | INSURANCE BROKERAGE | 203688 |
| ENVIROKLEEN | |||||
| PO BOX 540666 | SALT LAKE CITY | UT | 84054 | JANITORIAL SERVICES | 160007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| All Other Contributions | 3532101 | AllOtherContributions |
| Total Contributions | 3532101 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| TUITION | 15192794 | 15192794 |
| AUXILIARY SERVICES | 2498772 | 2498772 |
| FEES & ASSESSMENTS | 799097 | 799097 |
| SKI SWAP | 16809 | 16809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18507472 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 221008 | TotalRevenueColumn |
| Exclusion | $221,008 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Total Revenue Column | 22797 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22797 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 22797 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22283378 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18530269 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $221,008 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 652825 | Total |
| Management And General | 537025 | ManagementAndGeneral |
| Fundraising | 115800 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9142472 | Total |
| Program Services | 8489579 | ProgramServices |
| Management And General | 520053 | ManagementAndGeneral |
| Fundraising | 132840 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1358191 | Total |
| Program Services | 1193570 | ProgramServices |
| Management And General | 128966 | ManagementAndGeneral |
| Fundraising | 35655 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 739118 | Total |
| Program Services | 642371 | ProgramServices |
| Management And General | 77118 | ManagementAndGeneral |
| Fundraising | 19629 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8561 | Total |
| Management And General | 8561 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42420 | Total |
| Management And General | 42420 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112044 | Total |
| Program Services | 25702 | ProgramServices |
| Management And General | 86342 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114349 | Total |
| Program Services | 101554 | ProgramServices |
| Management And General | 11608 | ManagementAndGeneral |
| Fundraising | 1187 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701481 | Total |
| Program Services | 701481 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250220 | Total |
| Program Services | 250220 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 470211 | Total |
| Program Services | 434644 | ProgramServices |
| Management And General | 25322 | ManagementAndGeneral |
| Fundraising | 10245 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 909618 | Total |
| Program Services | 727694 | ProgramServices |
| Management And General | 181924 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253928 | Total |
| Program Services | 197737 | ProgramServices |
| Management And General | 56191 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FINANCIAL AID | 1876346 | 1876346 | |
| GENERAL AND MISC EXPENS | 764378 | 112547 | 651831 |
| TEXT BOOKS, ACTIVITY FE | 671421 | 671421 | |
| FOOD CHARGES | 586155 | 586155 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1636851 | Total |
| Program Services | 1385203 | ProgramServices |
| Management And General | 157706 | ManagementAndGeneral |
| Fundraising | 93942 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20290589 | Total |
| Program Services | 17396224 | ProgramServices |
| Management And General | 2485067 | ManagementAndGeneral |
| Fundraising | 409298 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5259154 | BOY |
| EOY | 9550797 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4205387 | BOY |
| EOY | 2485905 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 259733 | BOY |
| EOY | 173314 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 38543041 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10742519 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27673995 | BOY |
| EOY | 27800522 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6687949 | BOY |
| EOY | 7489911 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 439154 | BOY |
| EOY | 485101 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44525372 | BOY |
| EOY | 47985550 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 177833 | BOY |
| EOY | 583139 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2262554 | BOY |
| EOY | 2569730 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1393779 | BOY |
| EOY | 1303869 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3834166 | BOY |
| EOY | 4456738 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33388818 | BOY |
| EOY | 32700348 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2314288 | BOY |
| EOY | 5163483 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4988100 | BOY |
| EOY | 5664981 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40691206 | BOY |
| EOY | 43528812 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44525372 | BOY |
| EOY | 47985550 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1992789 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 844817 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7717403 | BeginningOfYearBalance |
| Contributions | 690495 | Contributions |
| Investment Earnings Or Losses | 941093 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 263846 | OtherExpenditures |
| End Of Year Balance | 9085145 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6990959 | BeginningOfYearBalance |
| Contributions | 693518 | Contributions |
| Investment Earnings Or Losses | 270838 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 209091 | GrantsOrScholarships |
| Other Expenditures | 28821 | OtherExpenditures |
| End Of Year Balance | 7717403 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3443650 | BeginningOfYearBalance |
| Contributions | 2346763 | Contributions |
| Investment Earnings Or Losses | 1355583 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 45900 | GrantsOrScholarships |
| Other Expenditures | 101397 | OtherExpenditures |
| Administrative Expenses | 7740 | AdministrativeExpenses |
| End Of Year Balance | 6990959 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2886165 | BeginningOfYearBalance |
| Contributions | 251969 | Contributions |
| Investment Earnings Or Losses | 185516 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 110000 | GrantsOrScholarships |
| End Of Year Balance | 3443650 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3209301 | BeginningOfYearBalance |
| Contributions | 343488 | Contributions |
| Investment Earnings Or Losses | -526624 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 115000 | GrantsOrScholarships |
| Other Expenditures | 25000 | OtherExpenditures |
| End Of Year Balance | 2886165 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.38000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.62000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16202194 | OtherCostOrOtherBasis |
| Book Value | 16202194 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18515403 | OtherCostOrOtherBasis |
| Depreciation | 7482781 | Depreciation |
| Book Value | 11032622 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 344513 | OtherCostOrOtherBasis |
| Depreciation | 337633 | Depreciation |
| Book Value | 6880 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2706512 | OtherCostOrOtherBasis |
| Depreciation | 2223727 | Depreciation |
| Book Value | 482785 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 774419 | OtherCostOrOtherBasis |
| Depreciation | 698378 | Depreciation |
| Book Value | 76041 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27800522 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MARKETABLE SECURITIES | 7369180 | F |
| OTHER INVESTMENTS | 120731 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7489911 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PAYROLL | $982,032 |
| DEFERRED COMPENSATION | $120,731 |
| ACCRUED PAYROLL TAXES | $75,125 |
| ACCRUED RETIREMENT CONTRIBUTION | $58,369 |
| OTHER MISCELLANEOUS ACCRUALS | $67,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1303869 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 23162642 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 844817 | NetUnrealizedGainsInvestments |
| Other Revenues | 34447 | OtherRevenues |
| Revenue Not Rptd F990 | 879264 | RevenueNotRptdF990 |
| Revenue Subtotal | 22283378 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22283378 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20325036 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 34447 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 34447 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20290589 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20290589 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SKI SWAP EXP NETTED WITH REVENUE |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SKI SWAP EXP NETTED WITH REVENUE |
| PART XII AND XIII LINES 2D ARE A RECLASSIFICATION OF SKI SWAP EXPENSE INCLUDED IN EXPENSES FOR THE AUDIT, WHICH WAS NETTED WITH THE SKI SWAP INCOME IN THE STATEMENT OF REVENUE ON PART VIII OF FORM 990. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | ROWLAND HALL-ST. MARK'S PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL RECRUITING MEDIA AND BROCHURES AS WELL AS IN APPLICATIONS AND STUDENT CONTRACTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JULIE A BARRETT | ||||||||||||||
| ASSOC. HEAD/SECRETARY OF B | 156174 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20943 | 0 | 177117 | 0 | 0 | 0 |
| ALAN C SPARROW | ||||||||||||||
| HEAD OF SCHOOL | 208944 | 0 | 0 | 0 | 184393 | 0 | 0 | 0 | 42933 | 0 | 436270 | 0 | 120000 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | ITEMS ARE INCLUDED IN THE W-2 FRINGE BENEFIT INCOME OR DIRECTLY IN THE COMPENSATION REPORTED ON THE W-2 FOR THE PERSON LISTED IN FORM 990 FOR WHOM THE RELEVANT ITEMS WERE PROVIDED. THE ALLOWANCES AND OTHER ITEMS ARE ALL REPORTED AS TAXABLE INCOME TO THE PERSON. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 46110 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV OF SHARES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | UPON COMPLETION OF THE IRS FORM 990, THE FINANCE COMMITTEE OF THE BOARD RECEIVED THE RETURN IN ORDER TO UNDERTAKE A MAJOR REVIEW. ONE FULL FINANCE COMMITTEE WAS SET ASIDE IN WHICH ALL BOARD MEMBERS WERE INVITED TO PARTICIPATE IN THE REVIEW AND SUGGEST ANY CHANGES/CORRECTIONS. THE AREAS OF SIGNIFICANT REVIEW ARE DESIGNATED - PART VI GOVERNANCE, MANAGEMENT AND DISCLOSURE; PART VI POLICIES AND COMPLIANCE; AND PART VII COMPENSATION. THESE SECTIONS RECEIVED THE DEEPEST REVIEW FROM THE FINANCE COMMITTEE AND BOARD TO REVIEW ACCURACY AND COMPLIANCE WITH REQUIREMENTS SET BY THE IRS AND OTHER GOVERNING AGENCIES. AFTER THE REVIEW IN THE FINANCE COMMITTEE, A COPY OF THE COMPLETED IRS FORM 990 WAS PROVIDED TO THE FULL GOVERNING BODY PRIOR TO FILING THE RETURN. THERE WAS A QUICK REVIEW OF THE HIGHLIGHTS OF THE FINANCE COMMITTEE REVIEW AS WELL AS THE HIGHLIGHTS OF IRS FORM 990 IN THE BOARD MEETING. IT IS EXPECTED THAT ALL TRUSTEES ARE FAMILIAR WITH THE CONTENTS OF THE RETURN. ONCE ALL THE TRUSTEES WERE COMFORTABLE WITH THE REVIEW PROCESS AND COMPLETION OF IRS FORM 990, THE AUDITORS THEN FILED THE FORM 990 WITH THE APPROPRIATE AGENCIES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO EACH TRUSTEE FOR THEM TO READ AND TO HAVE THEM SIGN THAT THEY UNDERSTAND AND AGREE TO ACCEPT COMPLIANCE WITH THE POLICY. THE BUSINESS OFFICE AND THE FINANCE COMMITTEE WORK TOGETHER TO MONITOR AND ENFORCE COMPLIANCE AND CHECK THAT THERE ARE NO POTENTIAL CONFLICTS FROM ANY TRANSACTIONS UNDERTAKEN. IF THERE IS A MATTER THAT REQUIRES A VOTE OF THE GOVERNING BODY, SHOULD THERE BE ANY TRUSTEE THAT MIGHT HAVE POTENTIAL CONFLICT OF INTEREST, THEY ARE PROHIBITED FROM PARTICIPATION IN THAT VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD REVIEWS AND MAINTAINS FAMILIARITY WITH THE SAFE HARBOR CLAUSES REGARDING THE COMPENSATION OF THE HEAD OF SCHOOL AND OTHER KEY EMPLOYEES OF THE ORGANIZATION. RELEVANT DATA THAT IS GATHERED FROM THE LATEST ANNUAL SURVEYS FROM COMPARABLE SCHOOLS BOTH NATIONALLY AND REGIONALLY IS RELIED ON TO ENSURE REASONABLE COMPENSATION. THE DATA IS REVIEWED BY TRUSTEES THAT ARE INDEPENDENT AND UPHOLD THEIR FIDUCIARY RESPONSIBILITIES TO THE SCHOOL TO DETERMINE WHAT IS REASONABLE PAY AND COMPENSATION. THE REVIEW OF THE DATA AND THE DETERMINATION OF THE COMPENSATION ARE DOCUMENTED TO RECORD HOW THE COMPENSATION WAS DETERMINED. THESE RECORDS HELP JUSTIFY ANY COMPLAINTS OR CONTESTS AS TO THE REASONABLENESS OF THE COMPENSATION. THE COMMITTEE REPORTS TO THE BOARD OF TRUSTEES AND THEY REVIEW THE DETERMINATION FOR ACCURACY AND REASONABLENESS, AS WELL AS FOR APPROVAL. THIS PROCESS IS FOLLOWED FOR THE COMPENSATION OF THE HEAD OF SCHOOL, AS WELL AS THE OTHER KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THIS IS AVAILABLE UPON REQUEST. |
| PART XI, LINE 2C | THERE HAS BEEN NO CHANGE TO EITHER THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |