BLAKE SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BLAKE SCHOOL (EIN 23-7243247)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-10
- IRS object ID
- 201420419349300617
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-10T08:56:14-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | 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 | 237243247 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BLAKE SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BLAK | NameControl |
| Phone | 9529883451 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE ROAD SOUTH | AddressLine1 |
| City | HOPKINS | City |
| State | MN | State |
| ZIP Code | 55343 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANNE E STAVNEY | Name |
| Title | HEAD OF SCHOOL | Title |
| Phone | 9529883451 | Phone |
| Date Signed | 2014-02-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | XIAOYAN LUO | Name |
| PTIN | P01305207 | PTIN |
| Phone | 6123764500 | 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 | ANNE E STAVNEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE ROAD SOUTH | AddressLine1 |
| City | HOPKINS | City |
| State | MN | State |
| ZIP Code | 55343 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 62041194 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BLAKESCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1900 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE STUDENTS WITH AN EXCELLENT, ACADEMICALLY CHALLENGING EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 619 | TotalNbrEmployees |
| Total Nbr Volunteers | 450 | TotalNbrVolunteers |
| Total Gross UBI | 30942 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 24993 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5683241 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4965137 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 33782087 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 34406681 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2192979 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4151896 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 18178 | OtherRevenuePriorYear |
| Other Revenue Current Year | 172829 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 41676485 | TotalRevenuePriorYear |
| Total Revenue Current Year | 43696543 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4377206 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4619038 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 23988894 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 24286282 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1155510 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10032290 | OtherExpensePriorYear |
| Other Expenses Current Year | 9438381 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38398390 | TotalExpensesPriorYear |
| Total Expenses Current Year | 38343701 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3278095 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5352842 | RevenuesLessExpensesCY |
| Total Assets BOY | 96856490 | TotalAssetsBOY |
| Total Assets EOY | 104649812 | TotalAssetsEOY |
| Total Liabilities BOY | 19204670 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18929093 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 77651820 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 85720719 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE BLAKE SCHOOL PROVIDES STUDENTS WITH AN EXCELLENT, ACADEMICALLY CHALLENGING EDUCATION IN A DIVERSE AND SUPPORTIVE COMMUNITY COMMITTED TO A COMMON SET OF VALUES. STUDENTS ARE EXPECTED TO PARTICIPATE IN AN INTEGRATED PROGRAM OF ACADEMIC, ARTISTIC AND ATHLETIC ACTIVITIES IN PREPARATION FOR COLLEGE, LIFE-LONG LEARNING, COMMUNITY SERVICE AND LIVES AS RESPONSIBLE WORLD CITIZENS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 33205554 | Expense |
| Grants | 4619038 | Grants |
| Revenue | 34406681 | Revenue |
| Description | THE BLAKE SCHOOL IS AN INDEPENDENT PRE-KINDERGARTEN THROUGH GRADE 12 SCHOOL SERVING STUDENTS THROUGHOUT THE TWIN CITIES WITH CAMPUSES LOCATED IN MINNEAPOLIS, HOPKINS AND WAYZATA. ENROLLMENT IN 2012-2013 WAS 1,370 STUDENTS. IN SUPPORT OF ITS COMMITMENT TO CULTURAL AND SOCIOECONOMIC DIVERSITY AS BEING AN ESSENTIAL PART OF ITS EDUCATIONAL GOALS, THE SCHOOL GRANTED $4,619,038 IN FINANCIAL AID TO 251 STUDENTS. | Description |
| Total Program Service Expense | 33205554 | 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 | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 | 74 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 619 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | GK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | 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 | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATRICIA FRASHER CONTROLLER | NamePerson |
| Telephone Number | 9529883459 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE ROAD SOUTH | AddressLine1 |
| City | HOPKINS | City |
| State | MN | State |
| ZIP Code | 55343 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| ANNE E STAVNEY | ||||||||
| HEAD OF SCHOOL | 60.00 | X | X | 154873 | 0 | 26177 | ||
| MICHELLE M KEELEY | ||||||||
| CHAIR | 5.00 | X | X | 0 | 0 | 0 | ||
| FORREST G BURKE | ||||||||
| CHAIR ELECT | 1.00 | X | X | 0 | 0 | 0 | ||
| KATE MORTENSON | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| JAMES LESLIE | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| DARREN ACHESON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PETER AHN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL BLUM | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALEYA CHAMPLIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MAE DAYTON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDREW G HUMPHREY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LOCKIE MARKUSEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LARKIN MCPHEE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN L MORRISON JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOAN ATWATER NOLAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRYAN PHILLIPS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DEAN PHILLIPS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEPHANIE SIMON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROGER J SIT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SANDRA VARGAS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FREDERICK WINSTON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN M WOLF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROB ZEASKE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARC BOGURSKY | ||||||||
| DIRECTOR OF BUSINESS & FINANCE | 50.00 | X | 191831 | 0 | 58216 | |||
| ANNE GRAYBEAL | ||||||||
| UPPER SCHOOL DIRECTOR | 50.00 | 128100 | 0 | 17676 | X | |||
| RANDAL HARRINGTON | ||||||||
| ASSISTANT HEAD OF SCHOOL | 50.00 | 144790 | 0 | 13398 | X | |||
| PAUL R MENGE | ||||||||
| UPPER SCHOOL ASST DIRECTOR | 50.00 | 122408 | 0 | 11275 | X | |||
| PATRICIA FRASHER | ||||||||
| CONTROLLER | 50.00 | 131008 | 0 | 17066 | X | |||
| JULIE VANG | ||||||||
| ASSOCIATE LOWER SCHOOL DIRECTOR | 50.00 | 126846 | 0 | 21606 | X | |||
| JOHN GULLA | ||||||||
| FORMER HEAD OF SCHOOL | 1.00 | 568233 | 0 | 127371 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1568089 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 292785 | TotalOtherCompensation |
| Number Individuals GT100 K | 16 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 |
|---|---|---|---|---|---|
| MA MORTENSON | |||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | BUILDING CONSTRUCTION | 1585744 |
| TAHER INC | |||||
| PO BOX 44719 | MADISON | WI | 53744 | FOOD SERVICE | 1448919 |
| FIVE STAR H ENTERPRISES INC | |||||
| PO BOX 14612 | MINNEAPOLIS | MN | 55414 | JANITORIAL | 281995 |
| PARALLEL TECHNOLOGIES | |||||
| VB 147 | MINNEAPOLIS | MN | 55480 | TECHNOLOGY/SECURITY UPDATES | 246941 |
| HBM SERVICES INC | |||||
| PO BOX 3903 | MINNEAPOLIS | MN | 55403 | JANITORIAL | 185058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Federated Campaigns | 4103 | FederatedCampaigns |
| All Other Contributions | 4961034 | AllOtherContributions |
| Noncash Contributions | 433761 | NoncashContributions |
| Total Contributions | 4965137 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611600 | 30771601 | 30771601 |
| AUXILIARY SERVICES | 611710 | 1826508 | 1826508 |
| FEES | 611600 | 1731324 | 1731324 |
| OTHER PROGRAM REVENUE | 611710 | 77248 | 77248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 34406681 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2251102 | TotalRevenueColumn |
| Unrelated Business Revenue | 9598 | UnrelatedBusinessRevenue |
| Exclusion | $2,241,504 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 267777 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 246433 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 21344 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21344 | TotalRevenueColumn |
| Unrelated Business Revenue | 21344 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19988688 | Securities |
| Other | 10324 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18096898 | Securities |
| Other | 1320 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1891790 | Securities |
| Other | 9004 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1900794 | TotalRevenueColumn |
| Exclusion | $1,900,794 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARENT ASSOCIATION REV | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 151485 | TotalRevenueColumn |
| Exclusion | $151,485 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 151485 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43696543 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34406681 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 30942 | UnrelatedBusinessRevenue |
| Exclusion | $4,293,783 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4619038 | Total |
| Program Services | 4619038 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 664550 | Total |
| Management And General | 643866 | ManagementAndGeneral |
| Fundraising | 20684 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19039402 | Total |
| Program Services | 16940434 | ProgramServices |
| Management And General | 1500161 | ManagementAndGeneral |
| Fundraising | 598807 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1286390 | Total |
| Program Services | 1200952 | ProgramServices |
| Management And General | 47666 | ManagementAndGeneral |
| Fundraising | 37772 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1860941 | Total |
| Program Services | 1661512 | ProgramServices |
| Management And General | 146862 | ManagementAndGeneral |
| Fundraising | 52567 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1434999 | Total |
| Program Services | 1245201 | ProgramServices |
| Management And General | 145063 | ManagementAndGeneral |
| Fundraising | 44735 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72473 | Total |
| Management And General | 72473 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36223 | Total |
| Management And General | 36223 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115175 | Total |
| Management And General | 115175 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1992290 | Total |
| Program Services | 1740191 | ProgramServices |
| Management And General | 187212 | ManagementAndGeneral |
| Fundraising | 64887 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250388 | Total |
| Program Services | 24650 | ProgramServices |
| Management And General | 208721 | ManagementAndGeneral |
| Fundraising | 17017 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 412226 | Total |
| Program Services | 233716 | ProgramServices |
| Management And General | 72284 | ManagementAndGeneral |
| Fundraising | 106226 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 414867 | Total |
| Program Services | 414867 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1207463 | Total |
| Program Services | 1188624 | ProgramServices |
| Management And General | 11774 | ManagementAndGeneral |
| Fundraising | 7065 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441309 | Total |
| Program Services | 409560 | ProgramServices |
| Management And General | 19492 | ManagementAndGeneral |
| Fundraising | 12257 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296013 | Total |
| Program Services | 74659 | ProgramServices |
| Management And General | 166072 | ManagementAndGeneral |
| Fundraising | 55282 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 465208 | Total |
| Program Services | 437156 | ProgramServices |
| Management And General | 28052 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1751843 | Total |
| Program Services | 1482087 | ProgramServices |
| Management And General | 175288 | ManagementAndGeneral |
| Fundraising | 94468 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154433 | Total |
| Program Services | 28073 | ProgramServices |
| Management And General | 126360 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSTRUCTIONAL EXPENSES | 1055563 | 1048151 | 1251 | 6161 |
| PROF. DEVELOPMENT | 186509 | 170477 | 12458 | 3574 |
| DUES AND SUBSCRIPTIONS | 105764 | 11270 | 86609 | 7885 |
| RECRUITING EXPENSE | 45756 | 45756 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 434878 | Total |
| Program Services | 274936 | ProgramServices |
| Management And General | 133819 | ManagementAndGeneral |
| Fundraising | 26123 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38343701 | Total |
| Program Services | 33205554 | ProgramServices |
| Management And General | 3982637 | ManagementAndGeneral |
| Fundraising | 1155510 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4523302 | BOY |
| EOY | 5739144 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 698999 | BOY |
| EOY | 301297 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2450471 | BOY |
| EOY | 2472431 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197501 | BOY |
| EOY | 225418 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 50000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48516 | BOY |
| EOY | 58559 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93817 | BOY |
| EOY | 121628 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 71478292 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 31859898 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37540455 | BOY |
| EOY | 39618394 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36122947 | BOY |
| EOY | 39714108 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14884167 | BOY |
| EOY | 16104193 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246313 | BOY |
| EOY | 223224 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2 | BOY |
| EOY | 21416 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96856490 | BOY |
| EOY | 104649812 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3744221 | BOY |
| EOY | 4329897 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2660566 | BOY |
| EOY | 2735802 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12322524 | BOY |
| EOY | 11422334 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477359 | BOY |
| EOY | 441060 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19204670 | BOY |
| EOY | 18929093 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48609288 | BOY |
| EOY | 52054585 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7226150 | BOY |
| EOY | 11342977 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21816382 | BOY |
| EOY | 22323157 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77651820 | BOY |
| EOY | 85720719 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96856490 | BOY |
| EOY | 104649812 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5352842 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2328644 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 387413 | ReconcilationOtherChanges |
| 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 | 48132149 | BeginningOfYearBalance |
| Contributions | 524093 | Contributions |
| Investment Earnings Or Losses | 6294431 | InvestmentEarningsOrLosses |
| Other Expenditures | 2069473 | OtherExpenditures |
| End Of Year Balance | 52881200 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 48877435 | BeginningOfYearBalance |
| Contributions | 540547 | Contributions |
| Investment Earnings Or Losses | 611413 | InvestmentEarningsOrLosses |
| Other Expenditures | 1897246 | OtherExpenditures |
| End Of Year Balance | 48132149 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41226620 | BeginningOfYearBalance |
| Contributions | 902899 | Contributions |
| Investment Earnings Or Losses | 8463944 | InvestmentEarningsOrLosses |
| Other Expenditures | 1716028 | OtherExpenditures |
| End Of Year Balance | 48877435 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36502932 | BeginningOfYearBalance |
| Contributions | 1618409 | Contributions |
| Investment Earnings Or Losses | 4827806 | InvestmentEarningsOrLosses |
| Other Expenditures | 1722527 | OtherExpenditures |
| End Of Year Balance | 41226620 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43257326 | BeginningOfYearBalance |
| Contributions | 1660971 | Contributions |
| Investment Earnings Or Losses | -9689723 | InvestmentEarningsOrLosses |
| Other Expenditures | 2738931 | OtherExpenditures |
| Administrative Expenses | -4013289 | AdministrativeExpenses |
| End Of Year Balance | 36502932 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.53270 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.36110 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10620 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3177214 | OtherCostOrOtherBasis |
| Book Value | 3177214 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56981610 | OtherCostOrOtherBasis |
| Depreciation | 25272577 | Depreciation |
| Book Value | 31709033 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 502618 | OtherCostOrOtherBasis |
| Depreciation | 128614 | Depreciation |
| Book Value | 374004 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7512596 | OtherCostOrOtherBasis |
| Depreciation | 6458707 | Depreciation |
| Book Value | 1053889 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3304254 | OtherCostOrOtherBasis |
| Book Value | 3304254 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39618394 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INTEREST IN CHARITABLE REMAINDER TRUST | 177392 | F |
| REAL ESTATE INVESTMENTS | 1420428 | C |
| INTEREST IN PERPETUAL TRUST | 2829993 | F |
| HEDGE FUNDS | 11480352 | F |
| DIVERSIFIED EQUITY FUND | 196028 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 16104193 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSET RETIREMENT OBLIGATION | $349,924 |
| SPLIT-INTEREST AGREEMENTS PAYABLE | $91,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 441060 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 41932332 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2328644 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 7512 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 633846 | OtherRevenues |
| Revenue Not Rptd F990 | 2970002 | RevenueNotRptdF990 |
| Revenue Subtotal | 38962330 | RevenueSubtotal |
| Investment Expenses Not Included | 115175 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 4619038 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4734213 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 43696543 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 33863433 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 7512 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 246433 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 253945 | ExpensesNotRptdF990 |
| Expenses Subtotal | 33609488 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 115175 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 4619038 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4734213 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 38343701 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 300 FUNDS THAT ARE USED TO PROVIDE FINANCIAL AID AND INSTRUCTIONAL PROGRAMS FOR STUDENTS, TO PROVIDE DEVELOPMENT OPPORTUNITIES FOR FACULTY, AND TO SUPPORT SCHOOL OPERATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE SCHOOL QUALIFIES AS A TAX-EXEMPT NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATUTES OF MINNESOTA LAW. ACCORDINGLY, INCOME TAXES HAVE NOT BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION UNDER APPLICABLE ACCOUNTING GUIDANCE. THE SCHOOL'S TAX RETURNS ARE SUBJECT TO REVIEW FOR INCOME TAX PURPOSES FOR FISCAL YEARS ENDED JUNE 30, 2010 THROUGH 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 372,702. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 14,711. RENTAL EXPENSES 246,433. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 4,619,038. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 246,433. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 4,619,038. |
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 | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE SCHOOL'S NONDISCRIMINATION POLICY IS PUBLISHED IN MULTIPLE MEDIA AT BLAKE, INCLUDING ON ITS WEBSITE, IN PUBLICATIONS, ESPECIALLY MEDIA MATERIALS, AND ON POSTERS AT ALL THREE CAMPUSES. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE BLAKE SCHOOL RECEIVES FEDERAL AND STATE FUNDING. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | N/A | 9057447 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | INVESTMENTS | N/A | 497629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 9555076 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 9555076 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 251 | NumberOfRecipients |
| Amount Of Cash Grant | 4619038 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: STUDENT FINANCIAL AID IS APPLIED DIRECTLY TO STUDENT ACCOUNTS FOR TUITION, FEES, BOOKS, AND MISCELLANEOUS STUDENT EXPENSES. FINANCIAL AID CONSISTS OF AWARDS BASED ON FINANCIAL NEED AS WELL AS TUITION REMISSION FOR THE ENROLLED CHILDREN OF EMPLOYEES. | 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 | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE E STAVNEY | ||||||||||||||
| HEAD OF SCHOOL | 125127 | 0 | 0 | 0 | 29746 | 0 | 12703 | 0 | 13474 | 0 | 181050 | 0 | 0 | 0 |
| MARC BOGURSKY | ||||||||||||||
| DIRECTOR OF BUSINESS & FINANCE | 191693 | 0 | 0 | 0 | 138 | 0 | 15811 | 0 | 42405 | 0 | 250047 | 0 | 0 | 0 |
| RANDAL HARRINGTON | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | 144790 | 0 | 0 | 0 | 0 | 0 | 12004 | 0 | 1394 | 0 | 158188 | 0 | 0 | 0 |
| JOHN GULLA | ||||||||||||||
| FORMER HEAD OF SCHOOL | 229167 | 0 | 55000 | 0 | 284066 | 0 | 116667 | 0 | 10704 | 0 | 695604 | 0 | 146125 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | JOHN C. GULLA - HOUSING ALLOWANCE - $41,667 - INCLUDED IN TAXABLE COMPENSATION. ANNE STAVNEY - HOUSING ALLOWANCE - $25,000 - INCLUDED IN TAXABLE COMPENSATION. ANNE STAVNEY - FAMILY TRAVEL - $4,239 - INCLUDED IN TAXABLE COMPENSATION. | |
| PART I, LINE 1B | THE HOUSING ALLOWANCE PROVIDED TO THE HEAD OF SCHOOL IS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE AS PART OF THE COMPENSATION PACKAGE AND IS NOT GOVERNED BY REIMBURSEMENT POLICIES. | |
| PART I, LINE 4B | JOHN GULLA - HEAD OF SCHOOL - 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN - $83,000 JOHN GULLA - HEAD OF SCHOOL - 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DISBURSEMENT - $252,187 | |
| PART III | JOHN GULLA WAS BLAKE'S HEAD OF SCHOOL FOR FOURTEEN YEARS THROUGH JUNE 30, 2012. AS PART OF HIS CONTRACT, BLAKE CONTRIBUTED TO A DEFERRED COMPENSATION PLAN WHICH DID NOT VEST UNTIL THE END OF HIS TENURE. HENCE, A SIZABLE PORTION OF HIS REPORTED 2012 COMPENSATION REPRESENTED THE VESTED ASSETS THAT HAD BEEN ACCRUED BY THE SCHOOL OVER MULTIPLE YEARS. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CITY OF HOPKINS | ||||||||
| A | 416005247 | 43988PCD0 | 2007-08-01 | 5295000 | REFUNDING/REFINANCE | 0 | 0 | 0 |
| CITY OF WAYZATA | ||||||||
| B | 415005630 | 946826AK0 | 2005-06-23 | 2000000 | FACILITIES CONSTRUCTION | 0 | 0 | 0 |
| CITY OF MINNEAPOLIS | ||||||||
| C | 416005375 | 603876GB4 | 2010-05-19 | 7445000 | REFUNDING/REFINANCE | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|
| A | 1370000 | 5310013 | 105900 | 4541 | 2008 | 1 | 0 | 1 | 1 |
| B | 535000 | 1985134 | 40000 | 2006 | 0 | 0 | 1 | 1 | |
| C | 1600000 | 7761234 | 149450 | 6827997 | 2011 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|
| A | 1 | 0 | 0 | 0 | 0 | 0 |
| B | 1 | 0 | 0 | 0 | 0 | 0 |
| C | 1 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANNE E STAVNEY HEAD OF SCHOOL | NamePerson |
| Purpose Of Loan | HOUSING LOAN | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $50,000 | OriginalPrincipalAmount |
| Balance Due | 50000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 50000 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Grant | 43015 | AmountOfGrant |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistance |
| Purpose Of Assistance | FINANCIAL AID | PurposeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MA MORTENSON | |||
| THE SPOUSE OF A BOARD TRUSTEE IS PRESIDENT OF M.A. MORTENSON | 1585744 | DESIGN AND RENOVATE UPPER SCHOOL SCIENCE AND MEDIA WING | 0 |
| JIM DAYTON DESIGN | |||
| BROTHER-IN-LAW OF BOARD TRUSTEE IS PRINCIPAL OF JIM DAYTON DESIGN | 156783 | DESIGN AND RENOVATE UPPER SCHOOL SCIENCE AND MEDIA WING | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART IV | Identifier |
| Return Reference | EXPLANATION FOR BUSINESS TRANSACTIONS WITH INTERESTED PERSONS | ReturnReference |
| Explanation | BLAKE ENGAGED JIM DAYTON DESIGN (JDD) AS ARCHITECT AND M. A. MORTENSON CONSTRUCTION AS GENERAL CONTRACTOR TO DESIGN AND RENOVATE OUR UPPER SCHOOL SCIENCE AND MEDIA WING. IN FISCAL YEAR 2013, BLAKE PAID JDD $156,783 AND MORTENSON $1,585,744. JIM DAYTON (PRINCIPAL OF JDD) IS THE BROTHER-IN-LAW OF A BLAKE TRUSTEE (MAE DAYTON) AND DAVID MORTENSON (PRESIDENT OF MORTENSON CONSTRUCTION) IS MARRIED TO ANOTHER BLAKE TRUSTEE (KATE MORTENSON). WHILE BLAKE'S BOARD APPROVED THE RENOVATION PROJECT, MANAGEMENT WAS SOLELY RESPONSIBLE FOR SELECTING THE PROJECT VENDORS. FURTHERMORE, NEITHER MAE DAYTON NOR KATE MORTENSON HAD ANY ROLE ON THE BUILDINGS & GROUND COMMITTEE, WHICH HAD OVERSIGHT RESPONSIBILITY FOR THIS PROJECT. | Explanation |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 5471 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 419000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK MARKET QUOTES | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PIANO | 2 | 7500 | ESTIMATED VALUE |
| X | INSTRUMENTS | 1 | 1300 | ESTIMATED VALUE |
| X | OTHER | 1 | 400 | ESTIMATED VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO ITS FILING, THE FORM 990 WAS REVIEWED BY THE DIRECTOR OF BUSINESS AND FINANCE, THE HEAD OF SCHOOL, AND THE FINANCE COMMITTEE BEFORE BEING PROVIDED TO ALL TRUSTEES FOR APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL'S CONFLICT OF INTEREST POLICY APPLIES TO ITS TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY AND OTHER EMPLOYEES. WHEN A POTENTIAL CONFLICT OF INTEREST EXISTS, THE PERSON WITH THE CONFLICT NOTIFIES THE CHAIR OF THE BOARD OF TRUSTEES OR THE HEAD OF SCHOOL, SO THAT THEY MAY TAKE APPROPRIATE ACTIONS. A TRUSTEE WHO IS DIRECTLY OR INDIRECTLY INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY ACTION OF THE BOARD REGARDING THE POTENTIAL CONFLICT AND IS NOT COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING OF THE BOARD WHERE THE POTENTIAL CONFLICT IS CONSIDERED. PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION PACKAGES FOR THE HEAD OF SCHOOL AND OTHER SIGNIFICANT POSITIONS DESIGNATED BY THE SCHOOL (INCLUDING DIRECTOR OF BUSINESS AND FINANCE, DIRECTOR OF INSTITUTIONAL ADVANCEMENT, ASSISTANT HEAD OF SCHOOL, UPPER SCHOOL DIRECTOR, MIDDLE SCHOOL DIRECTOR AND LOWER SCHOOL DIRECTOR) ARE EACH REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD ANNUALLY. THE COMMITTEE IS COMPRISED ENTIRELY OF INDEPENDENT PERSONS AND UTILIZES SALARY AND BENEFIT SURVEY DATA OBTAINED FROM VARIOUS SOURCES. MINUTES FROM THE MEETING ARE MAINTAINED AND APPROVED BY THE COMMITTEE. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN DURING THE 2012-2013 SCHOOL YEAR FOR THE HEAD OF SCHOOL, A. STAVNEY; AND OTHER OFFICERS AND HIGHLY COMPENSATED EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 372,702. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 14,711. | CHANGES IN NET ASSETS OR FUND BALANCES: |