WESTMINSTER SCHOOLS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER SCHOOLS INC (EIN 58-0566206)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201441339349305709
- Schema version
- 2011v1.5
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T17:34:07-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 PEACHTREE STREET SUITE 1200 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566206 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Westminster Schools Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MICHELLE HAMILTON | InCareOfName |
| Name Control | WEST | NameControl |
| Phone | 4043558673 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 West Paces Ferry Road | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 303272428 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Wendy Barnhart | Name |
| Title | Director of Business and Finance | Title |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jennifer FitzGerald | Name |
| Phone | 4043302000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | William Clarkson IV | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 West Paces Ferry Road | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 303272428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 306951296 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.westminster.net | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1920 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | CHRISTIAN INDEPENDENT DAY SCHOOL FOR BOYS AND GIRLS WHICH SEEKS TO DEVELOP THE WHOLE PERSON FOR COLLEGE AND FOR LIFE THROUGH EXCELLENT EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 814 | TotalNbrEmployees |
| Total Nbr Volunteers | 350 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -134242 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5399325 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5031355 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 39467516 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40727107 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 16863676 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3015832 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 370002 | OtherRevenuePriorYear |
| Other Revenue Current Year | 513396 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 62100519 | TotalRevenuePriorYear |
| Total Revenue Current Year | 49287690 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4116504 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4122668 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 35709478 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 36340990 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1498741 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14909102 | OtherExpensePriorYear |
| Other Expenses Current Year | 17688107 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 54735084 | TotalExpensesPriorYear |
| Total Expenses Current Year | 58151765 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7365435 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -8864075 | RevenuesLessExpensesCY |
| Total Assets BOY | 337191417 | TotalAssetsBOY |
| Total Assets EOY | 333043249 | TotalAssetsEOY |
| Total Liabilities BOY | 54492026 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 58692301 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 282699391 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 274350948 | NetAssetsOrFundBalancesEOY |
| Mission Description | CHRISTIAN INDEPENDENT DAY SCHOOL FOR BOYS AND GIRLS WHICH SEEKS TO DEVELOP THE WHOLE PERSON FOR COLLEGE AND FOR LIFE THROUGH EXCELLENT EDUCATION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 43548423 | Expense |
| Grants | 4122668 | Grants |
| Revenue | 39055225 | Revenue |
| Description | ELEMENTARY & SECONDARY EDUCATION, GENERAL OTHER; THE SCHOOL ENROLLED 1846 STUDENTS IN THE YEAR ENDED JUNE 30, 2012 WITH 27% MINORITY ENROLLMENT. LOW CLASS SIZE ENCOURAGES ACADEMIC ACHIEVEMENTS REFLECTED BY STUDENTS' ACCOMPLISHMENTS INCLUDING 31 NATIONAL MERIT SEMIFINALISTS, 43 COMMENDED STUDENTS, AND 8 NATIONAL ACHIEVEMENT SEMIFINALISTS. THE MOST RECENT SAT RANGE FOR THE MIDDLE 50% OF THE SENIOR CLASS WAS 1940-2230. THE SCHOOL'S FACULTY, WITH 240 ADVANCED DEGREES, REPRESENTS AN INTEGRAL COMPONENT OF EACH STUDENT'S EDUCATION. ANOTHER SIGNIFICANT COMPONENT OF THEIR EDUCATION IS THE SCHOOL'S 3 LIBRARIES WHICH HOUSE 95,000 VOLUMES. WESTMINSTER'S STUDENTS' INTERESTS EXTEND BEYOND ACADEMICS, AND INCLUDE ATHLETIC PURSUITS, ARTISTIC ACCOMPLISHMENTS, AND COMMUNITY SERVICE. IN THE 2011-2012 SCHOOL YEAR, THE SCHOOL WON 6 STATE CHAMPIONSHIPS IN ATHLETIC COMPETITIONS, WITH OVER 80% STUDENTS INVOLVED IN ATHLETIC ACTIVITIES. THE ARTS ARE HISTORICALLY VERY STRONG AT WESTMINSTER. OVER 62% OF STUDENTS IN THE JUNIOR HIGH SCHOOL AND 38% OF STUDENTS IN THE HIGH SCHOOL PARTICIPATE IN THE PERFORMING ARTS. THE BAND, ORCHESTRA, AND CHORAL PROGRAMS HAVE A NUMBER OF OFFERINGS IN EACH DIVISION OF THE SCHOOL, AND CONSISTENTLY RECEIVE SUPERIOR RATING IN COMPETITIONS. WESTMINSTER IS DEDICATED TO THE CONCEPT OF COMMUNITY SERVICE AND STUDENTS HAVE A STRONG TRADITION OF INVOLVEMENT IN THEIR SCHOOL AND THE WIDER COMMUNITY. MOST STUDENTS PARTICIPATE IN VOLUNTARY COMMUNITY SERVICE. ALL DIVISIONS OF THE SCHOOL PARTICIPATE IN SERVICE OPPORTUNITIES THROUGHOUT THE SCHOOL YEAR. THROUGH ITS ENDOWMENT, WESTMINSTER HAS BEEN ABLE TO PROVIDE EDUCATIONAL OPPORTUNITIES TO STUDENTS WHO WOULD OTHERWISE NOT BE ABLE TO PARTICIPATE IN PRIVATE EDUCATION. IN THE 2011-2012 SCHOOL YEAR, 15% OF THE STUDENTS RECEIVED NEED-BASED FINANCIAL AID WHICH MADE ATTENDANCE AT WESTMINSTER POSSIBLE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2344688 | Expense |
| Revenue | 1671882 | Revenue |
| Description | STUDENT SERVICE PROGRAMS: WESTMINSTER AUXILIARY ENTERPRISES PROVIDE PROGRAMS AND SERVICES WHICH AUGMENT THE SCHOOL'S EDUCATIONAL OBJECTIVES. FOOD SERVICES PROVIDES 2,300 LUNCHES EACH DAY FOR STUDENTS, FACULTY AND STAFF, PLUS A NUMBER OF ADDITIONAL MEALS AT EVENTS AT THE SCHOOL. THE BOOKSTORE PROVIDES BOOKS, SUPPLIES, AND SPIRIT ITEMS FOR ALL STUDENTS. WESTMINSTER ELEMENTARY SCHOOL'S AFTER-SCHOOL PROGRAM, ASK!, SERVICES APPROXIMATELY 174 STUDENTS. STUDENTS MAY CHOOSE TO PARTICIPATE IN MINI-COURSES IN A VARIETY OF SUBJECT AREAS INCLUDING ACADEMICS, ARTS AND ATHLETICS DURING REGULAR PROGRAM HOURS. WESTMINSTER'S SUMMER PROGRAMS OFFER A WIDE VARIETY OF OPPORTUNITIES FOR WESTMINSTER AND NON-WESTMINSTER STUDENTS AGES 4-16. WESTMINSTER'S SUMMER SCHOOL IS AVAILABLE FOR BOTH WESTMINSTER AND NON-WESTMINSTER STUDENTS IN GRADES 6-12. TWO SESSIONS ARE OFFERED FOR BOTH FORWARD AND REMEDIAL CREDIT IN A VARIETY OF ACADEMIC SUBJECTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 45893111 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 127 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 814 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHELLE HAMILTON | NamePerson |
| Telephone Number | 4043675144 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 303272428 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Olga Goizueta Rawls | ||||||||
| Chair | 3.0 | X | 0 | 0 | 0 | |||
| Jeffrey P Small Jr | ||||||||
| Vice Chair | 3.0 | X | 0 | 0 | 0 | |||
| Lisa Borders | ||||||||
| Secretary | 3.0 | X | 0 | 0 | 0 | |||
| Robyn Rieser Barkin | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Rosalind G Brewer | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Samuel G Candler | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Nelson C Chu | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Suzanne LeCraw Cox | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Harold A Dawson Jr | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Michael J Egan | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Dorsey D Farr | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Scott D Hawkins | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Karen Horan H'Doubler | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Douglas J Hertz | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Janet Lavine | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| William H Linginfelter | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| James E Love III | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| David B MacFarlane | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| William M McClatchey | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Lisa Olivetti McGahan | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Joel T Murphy | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Floyd C Newton III | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Ricardo J Nunez | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| William T Plybon | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| B Clayton Rolader | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Louise S Sams | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Steven L Walker | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| D Scott Weimer | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| Marietta Edmunds Zakas | ||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | |||
| WILLIAM CLARKSON IV | ||||||||
| PRESIDENT | 55.0 | 354497 | 0 | 230829 | X | |||
| WENDY BARNHART | ||||||||
| DIRECTOR OF BUSINESS AND FINAN | 55.0 | 189511 | 0 | 48966 | X | |||
| Mary W Dupriest | ||||||||
| Secretary - President | 55.0 | 83090 | 0 | 18049 | X | |||
| JOSEPH DIMON IV | ||||||||
| ASST HEADMASTER STUDENT LIFE | 55.0 | 151023 | 0 | 53519 | X | |||
| JAMES ADAMS IV | ||||||||
| PRINCIPAL - JUNIOR HIGH | 55.0 | 144622 | 0 | 53091 | X | |||
| Marjorie Mitchell | ||||||||
| DIR. OF ADMISSIONS & FIN. AID | 55.0 | 124602 | 0 | 20238 | X | |||
| JERE WELLS | ||||||||
| Assistant Headmaster | 55.0 | 153968 | 0 | 25687 | X | |||
| Luana Nissan | ||||||||
| Dir. of The Glenn Institute | 55.0 | 131025 | 0 | 10457 | X | |||
| CHARLES SHAFFER JR | ||||||||
| VP FOR INST ADVANCEMENT | 50.0 | 144471 | 0 | 21274 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1476809 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 482110 | TotalOtherCompensation |
| Number Individuals GT100 K | 43 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| iVision Inc | |||||
| 1430 West Peachtree St Ste 425 | ATLANTA | GA | 30309 | Technology | 1560122 |
| Padgett Group | |||||
| 140 Mountain Brook Dr Ste 100 | CANTON | GA | 30115 | Facility Mgmt | 1130983 |
| Busker Communications Inc | |||||
| 2567 Athens Hwy | GAINESVILLE | GA | 30507 | Technology | 680211 |
| US Foodservice Inc | |||||
| PO Box 281945 | ATLANTA | GA | 303841945 | Food Purchases | 508173 |
| Employers Direct Health | |||||
| 5050 Spring Valley Road | DALLAS | TX | 75244 | Employee Benefits | 401060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 23 | NumberOfContractorsGT100K |
| All Other Contributions | 5031355 | AllOtherContributions |
| Noncash Contributions | 88019 | NoncashContributions |
| Total Contributions | 5031355 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 39055225 | 39055225 |
| SUMMER PROGRAMS | 900099 | 1105987 | 1105987 |
| EXTENDED DAY PROGRAMS | 900099 | 263305 | 263305 |
| NURSERY | 900099 | 302590 | 302590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 40727107 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2068605 | TotalRevenueColumn |
| Exclusion | $2,068,605 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 120899 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 215063 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -94164 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -94164 | TotalRevenueColumn |
| Exclusion | -$94,164 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 257712718 | Securities |
| Other | 16000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 256769241 | Securities |
| Other | 12250 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 943477 | Securities |
| Other | 3750 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 947227 | TotalRevenueColumn |
| Exclusion | $947,227 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 957727 | GrossSalesOfInventory |
| Cost Of Goods Sold | 667052 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 290675 | TotalRevenueColumn |
| Related Or Exempt Function Income | 290675 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| SNACK BAR SALES | 900099 | 59779 | $59,779 | |
| ATHLETIC EVENT GATE FEES | 900099 | 53039 | 53039 | |
| ALUMNI EVENT | 900099 | 17418 | 17418 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 186649 | TotalRevenueColumn |
| Related Or Exempt Function Income | 186649 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 316885 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49287690 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41274888 | RelatedOrExemptFunctionIncome |
| Exclusion | $2,981,447 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4122668 | Total |
| Program Services | 4122668 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 585754 | Total |
| Management And General | 585754 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28827057 | Total |
| Program Services | 22898721 | ProgramServices |
| Management And General | 5023885 | ManagementAndGeneral |
| Fundraising | 904451 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1773206 | Total |
| Program Services | 1322719 | ProgramServices |
| Management And General | 398242 | ManagementAndGeneral |
| Fundraising | 52245 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3049720 | Total |
| Program Services | 2408227 | ProgramServices |
| Management And General | 532066 | ManagementAndGeneral |
| Fundraising | 109427 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2105253 | Total |
| Program Services | 1639000 | ProgramServices |
| Management And General | 401516 | ManagementAndGeneral |
| Fundraising | 64737 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298385 | Total |
| Management And General | 298385 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105314 | Total |
| Management And General | 105314 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375891 | Total |
| Management And General | 375891 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1391098 | Total |
| Program Services | 784804 | ProgramServices |
| Management And General | 601063 | ManagementAndGeneral |
| Fundraising | 5231 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48939 | Total |
| Program Services | 34410 | ProgramServices |
| Management And General | 14529 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1975880 | Total |
| Program Services | 1245186 | ProgramServices |
| Management And General | 641577 | ManagementAndGeneral |
| Fundraising | 89117 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2009293 | Total |
| Program Services | 111585 | ProgramServices |
| Management And General | 1867580 | ManagementAndGeneral |
| Fundraising | 30128 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 956074 | Total |
| Management And General | 956074 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 922993 | Total |
| Program Services | 912309 | ProgramServices |
| Management And General | 8530 | ManagementAndGeneral |
| Fundraising | 2154 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1286729 | Total |
| Program Services | 959578 | ProgramServices |
| Management And General | 180601 | ManagementAndGeneral |
| Fundraising | 146550 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 621261 | Total |
| Management And General | 621261 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4925024 | Total |
| Management And General | 4925024 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 501645 | Total |
| Management And General | 501645 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD | 126661 | 126661 | ||
| MEMBERSHIP DUES | 215327 | 106384 | 97685 | 11258 |
| REPAIRS AND MAINTENANCE | 1780326 | 315168 | 1451409 | 13749 |
| PLANT ALLOCATION | 8835634 | -8900447 | 64813 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147267 | Total |
| Program Services | 70057 | ProgramServices |
| Management And General | 72329 | ManagementAndGeneral |
| Fundraising | 4881 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58151765 | Total |
| Program Services | 45893111 | ProgramServices |
| Management And General | 10759913 | ManagementAndGeneral |
| Fundraising | 1498741 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4100 | BOY |
| EOY | 3700 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34157588 | BOY |
| EOY | 33880228 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12218263 | BOY |
| EOY | 8712757 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1983206 | BOY |
| EOY | 2229242 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306337 | BOY |
| EOY | 263413 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1204235 | BOY |
| EOY | 1516735 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 131147357 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 66852042 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62094754 | BOY |
| EOY | 64295315 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92184389 | BOY |
| EOY | 91657294 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121574737 | BOY |
| EOY | 118650448 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10050000 | BOY |
| EOY | 10100000 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1413808 | BOY |
| EOY | 1734117 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337191417 | BOY |
| EOY | 333043249 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9055560 | BOY |
| EOY | 12052090 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25676711 | BOY |
| EOY | 26837535 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19460000 | BOY |
| EOY | 19450000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299755 | BOY |
| EOY | 352676 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54492026 | BOY |
| EOY | 58692301 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134225029 | BOY |
| EOY | 127679393 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68958139 | BOY |
| EOY | 66582045 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79516223 | BOY |
| EOY | 80089510 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282699391 | BOY |
| EOY | 274350948 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337191417 | BOY |
| EOY | 333043249 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -8864075 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 515632 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 225441034 | BeginningOfYearBalance |
| Contributions | 3921256 | Contributions |
| Investment Earnings Or Losses | 4027301 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1755490 | GrantsOrScholarships |
| Other Expenditures | 7798372 | OtherExpenditures |
| End Of Year Balance | 223835729 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 193716356 | BeginningOfYearBalance |
| Contributions | 12174011 | Contributions |
| Investment Earnings Or Losses | 29169038 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1611846 | GrantsOrScholarships |
| Other Expenditures | 8006525 | OtherExpenditures |
| End Of Year Balance | 225441034 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 179900191 | BeginningOfYearBalance |
| Contributions | 6888902 | Contributions |
| Investment Earnings Or Losses | 16800840 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1612234 | GrantsOrScholarships |
| Other Expenditures | 8261343 | OtherExpenditures |
| End Of Year Balance | 193716356 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 242774609 | BeginningOfYearBalance |
| Contributions | 3780780 | Contributions |
| Investment Earnings Or Losses | -56309255 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1530856 | GrantsOrScholarships |
| Other Expenditures | 8815087 | OtherExpenditures |
| End Of Year Balance | 179900191 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.42172 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.32747 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25080 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 845642 | OtherCostOrOtherBasis |
| Book Value | 845642 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 89179674 | OtherCostOrOtherBasis |
| Depreciation | 38226565 | Depreciation |
| Book Value | 50953109 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32601730 | OtherCostOrOtherBasis |
| Depreciation | 24458469 | Depreciation |
| Book Value | 8143261 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8520311 | OtherCostOrOtherBasis |
| Depreciation | 4167008 | Depreciation |
| Book Value | 4353303 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 64295315 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE AND MUTUAL FUNDS | 115261763 | F |
| REAL ESTATE FUNDS | 3388685 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 118650448 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY ACCOUNTS | Description |
| Amount | $352,676 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 352676 | TotalOfAmounts |
| Total Revenue | 49287690 | TotalRevenue |
| Total Expenses | 58151765 | TotalExpenses |
| Excess Or Deficit For Year | -8864075 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1494310 | NetUnrealizedGLOnInvestments |
| Other | -$978,678 | OtherAmount |
| Total Adjustments | 515632 | TotalAdjustments |
| Excess Or Deficit Per FS | -8348443 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 45996994 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1494310 | NetUnrealizedGainsInvestments |
| Other Revenues | -5477237 | OtherRevenues |
| Revenue Not Rptd F990 | -3982927 | RevenueNotRptdF990 |
| Revenue Subtotal | 49979921 | RevenueSubtotal |
| Other Revenues Not Included | -692231 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -692231 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 49287690 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 54345437 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 692231 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 692231 | ExpensesNotRptdF990 |
| Expenses Subtotal | 53653206 | ExpensesSubtotal |
| Other Expenses Not Included | 4498559 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4498559 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 58151765 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended Uses of Endowment Funds | Schedule D, Part V, Line 4 | THE PREEMINENT FUNCTION OF THE WESTMINSTER SCHOOLS ENDOWMENT FUND IS TO PROVIDE FINANCIAL RESOURCES TO HELP UNDERWRITE THE EDUCATIONAL NEEDS OF CURRENT AND FUTURE GENERATIONS OF STUDENTS AND TO ENHANCE THE FINANCIAL WELL-BEING OF THE WESTMINSTER SCHOOLS. |
| Liability for Uncertain Tax Position (ASC 740) | Schedule D, Part X, Line 2 | The School provides for income taxes based on Financial Accounting Standards Board ("FASB") Accounting Standards Codification ("ASC") 740, Income Taxes which establishes the criterion that an individual tax position has to meet for some or all of the benefits of that position to be recognized in the School's financial statements. The School is required to determine that the relevant tax authority would more likely than not sustain the tax position following an audit. The School has applied this criterion to all tax positions for which the statute of limitation remains open. Tax years open to examination by tax authorities under the statute of limitations include fiscal 2009-2012. The School has determined that its tax positions satisfy the more likely than not criterion and that no provision for income taxes is required at June 30, 2012 and 2011. The School?s policy is to record interest and penalties, if any, related to income tax matters in income tax expense. For years ended June 30, 2012 and 2011, no such interest and penalties were recorded. |
| Supplemental Description - Other | Schedule D, Part XI, Line 8 | UNREALIZED LOSS FROM INTEREST SWAP - ($963,810), CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - ($18,580), INCREASE IN CSV - $3,712 |
| Supplemental Description - Other | Schedule D, Part XII, Line 2d | FINANCIAL AID - $4,122,688, INCREASE IN CSV ($3,712), INVESTMENT EXPENSES $375,891, CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT $18,580, UNREALIZED LOSS FROM INTEREST SWAP $963,810 |
| Supplemental Description - Other | Schedule D, Part XII, Line 4b | BOOKSTORE COGS - $667,052, RENTAL EXPENSES $25,179 |
| Supplemental Description - Other | Schedule D, Part XIII, Line 2d | BOOKSTORE COGS - $667,052, RENTAL EXPENSES $25,179 |
| Supplemental Description - Other | Schedule D, Part XIII, Line 4b | FINANCIAL AID - $4,122,688, INVESTMENT EXPENSES $375,891 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Publication of Racially Nondiscriminatory Policy | Identifier |
| Return Reference | Schedule E, Part I, Line 3 | ReturnReference |
| Explanation | THE SCHOOL'S NONDISCRIMINATORY POLICY IS INCLUDED IN THE ADMISSIONS SECTION OF THE SCHOOL'S WEBSITE (WWW.WESTMINSTER.NET), PRINTED MATERIAL PROVIDED TO EVERY PROSPECTIVE STUDENT, AND IN ANY LOCAL NEWSPAPER OR NATIONAL MAGAZINE IN WHICH THE SCHOOL PLACES AN ADVERTISEMENT. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Sub-Saharan Africa | Program Services | Exchange Program | 10814 |
| Central America and the Caribbean | Program Services | Student Fund Raising | 19193 |
| Central America and the Caribbean | Investments | 78817765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 78847772 | SubtotalAmountSpent |
| Total Amount Spent | 78847772 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MOUNT KENYA | SCHEDULE F PART I | WESTMINSTER FACULTY, STUDENTS AND BENEFACTORS PROVIDE SUPPORT AND EDUCATIONAL MATERIALS TO MOUNT KENYA, WHICH IS ONE OF THE TOP PREPARATORY SCHOOLS IN EAST AFRICA. THE WESTMINSTER-MOUNT KENYA ACADEMY EXCHANGE WAS ESTABLISHED WHICH GIVES GROUPS OF HIGH SCHOOL STUDENTS FROM BOTH SCHOOLS THE OPPORTUNITY TO VISIT EACH OTHER AND LEARN ABOUT LIFE IN ANOTHER CULTURE. EXPENSES RELATED TO THE EXCHANGE PROGRAM ARE FOR TRANSPORTATION, MEALS, ACCOMMODATIONS AND OTHER MISC EXPENSES: $10,885 |
| Guatemala | SCHEDULE F PART I | The Guatemala program offers Westminster sophomores and juniors a service learning opportunity that includes finding out about the ties between the United States and Guatemala, working as a team to raise funds to purchase materials, building a new home, and ultimately connecting with the people in Guatemala. These homes in turn become the foundation for a community building process. The cost of the program is minimal to the participants thanks to an endowed fund that will cover travel and lodging. EXPENSES RELATED TO THE COMMUNITY BUILDING PROJECT ARE FOR MEALS AND HOTEL ACCOMMODATIONS: $19,193 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Student Tuition and Fees | TypeOfGrant |
| Number Of Recipients | 277 | NumberOfRecipients |
| Amount Of Cash Grant | 4122668 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Use of Grant Funds Inside U.S. | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | THE ORGANIZATION PROVIDES FINANCIAL AID TO STUDENTS ATTENDING THE SCHOOL AND THE AMOUNTS PROVIDE FOR TUITION AND FEES. THE GRANTS ARE TREATED AS A REDUCTION OF REVENUE AND ARE APPLIED DIRECTLY TO TUITION. NO FORMAL MONITORING PROCESS IS NECESSARY BECAUSE RECIPIENTS DO NOT HAVE CONTROL OF THE FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | 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 | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM CLARKSON IV | |||||||||||||
| 289781 | 0 | 0 | 64716 | 0 | 185086 | 0 | 45743 | 0 | 585326 | 0 | 44588 | 0 | |
| CHARLES SHAFFER JR | |||||||||||||
| 135766 | 0 | 0 | 8705 | 0 | 6798 | 0 | 14476 | 0 | 165745 | 0 | 0 | 0 | 0 |
| WENDY BARNHART | |||||||||||||
| 188624 | 0 | 0 | 887 | 0 | 11823 | 0 | 37143 | 0 | 238477 | 0 | 0 | 0 | 0 |
| JOSEPH DIMON IV | |||||||||||||
| 131882 | 0 | 0 | 19141 | 0 | 13910 | 0 | 39609 | 0 | 204542 | 0 | 0 | 0 | 0 |
| JAMES ADAMS IV | |||||||||||||
| 143955 | 0 | 0 | 667 | 0 | 13348 | 0 | 39743 | 0 | 197713 | 0 | 0 | 0 | 0 |
| JERE WELLS | |||||||||||||
| 153241 | 0 | 0 | 727 | 0 | 14544 | 0 | 11143 | 0 | 179655 | 0 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Housing allowance or residence for personal use | Schedule J, Part I, Line 1a | As a condition of employment and for the conveniences of the school, selected members of the school management team (the President, High school principal, Middle School Principal, Director of Business and Finance, and the Assistant Headmaster for Student Life) are required to reside in campus housing. Based upon the facts and circumstances of the requirements of their respective roles and responsibilities at the school, it is management's position that the housing is non-taxable to the employee. The circumstances of the housing benefit are reviewed on an annual basis to determine if the exclusion under section 119 is applicable. |
| Health or social club dues or initiation fees | Schedule J, Part I, Line 1a | The school allows employees use of the school health and athletic facilities. Social Club dues are paid by the school for individuals who require memberships for their position. It is management's position that these amenities are non-taxable to the employee. |
| Personal services (e.g., mail, chauffer, chef) | Schedule J, Part I, Line 1a | The School's housekeeping department provides housekeeping services for the President's on campus residence. It is management's position that these amenities are non-taxable to the employee. |
| Discretionary spending account | Schedule J, Part I, Line 1a | THE SCHOOL'S BOARD OF TRUSTEES HAS ESTABLISHED A DISCRETIONARY SPENDING ACCOUNT FOR THE PRESIDENT OF THE SCHOOL TO FUND, AS THE PRESIDENT DEEMS NECESSARY AND APPROPRIATE, ANY SCHOOL RELATED EXPENSES THAT ARE NOT INCLUDED IN THE DEPARTMENTAL BUDGETS. THESE EXPENSES INCLUDE (A) SPECIAL PROFESSIONAL EDUCATIONAL SEMINARS AND PROGRAMS FOR THE SENIOR MANAGEMENT TEAM, INCLUDING THE PRESIDENT OF THE SCHOOL, AND FACULTY MEMBERS, (B) EMERGING SCHOOL TECHNOLOGY NEEDS AND (C) OTHER UNANTICIPATED SCHOOL-RELATED INITIATIVES. THE DISCRETIONARY SPENDING ACCOUNT IS ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES OF THE SCHOOL. |
| Travel For Companions | Schedule J, Part I, Line 1a | THE SCHOOL PAYS FOR THE PRESIDENT'S WIFE'S TRAVEL AND RELATED PROFESSIONAL BUSINESS EXPENSES WHEN SHE ACCOMPANIES THE PRESIDENT ON SCHOOL RELATED EVENTS INCLUDING ALUMNI EVENTS, STUDENT PERFORMANCES AND TRIPS AS WELL AS PROFESSIONAL EDUCATIONAL ACTIVITIES, WHICH REQUIRE THE SPOUSE TO ALSO ATTEND. THE PRESIDENT'S WIFE IS REQUIRED TO ATTEND CERTAIN EVENTS ON BEHALF OF THE SCHOOL AND IS DEEMED AN INTEGRAL REPRESENTATIVE OF THE SCHOOL FAMILY AT THOSE EVENTS. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | THE SCHOOL SPONSORS BOTH A (A) NON-QUALIFIED 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND (B) NON-QUALIFIED 457(B) DEFERRED COMPENSATION PLAN. UNDER THE NON-QUALIFIED 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, THE SCHOOL'S CONTRIBUTION WHICH IS BASED UPON PREDETERMINED SCHEDULE AS WELL AS THE PERFORMANCE OF THE PRESIDENT IS ANNUALLY APPROVED BY THE SCHOOL'S BOARD OF TRUSTEES. THE CONTRIBUTIONS AND EARNINGS THEREON ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IN ADDITION, UNDER THE NON-QUALIFIED 457(B) DEFERRED COMPENSATION PLAN, THE PRESIDENT OF SCHOOL MAY ELECT SALARY DEFERRALS INTO THIS PLAN UP TO THE ANNUAL CALENDAR LIMITATION AS DETERMINED BY THE IRS. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Development Authority of Fulton County | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 581506878 | IssuerEIN |
| Date Issued | 2009-08-20 | DateIssued |
| Issue Price | 19470000 | IssuePrice |
| Description Of Purpose | See Schedule O | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 19470000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 0 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 0 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suntrust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20. | TermOfHedge |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 52 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 88019 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BROKERAGE FIRM FOR GIFTS OF STOCK | Identifier |
| Return Reference | FORM 990, SCHEDULE M, PART I, LINE 32B | ReturnReference |
| Explanation | THE ORGANIZATION ENGAGES US BANK, N.A., WHO RECEIVES THE STOCK GIFTS AND SELLS THE STOCK AUTOMATICALLY. THE ORGANIZATION HAS A STANDING ORDER FOR ALL STOCK GIFTS TO BE IMMEDIATELY RESOLD. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Reason for amending Form 990 | Form 990, Part VII, Section A and Schedule J have both been updated to properly include amounts accrued under 457(f) plan. Schedule J, Part II has been updated to properly reflect income inclusion due to vesting under the 457(f) plan in the appropriate column (Column B iii, Other Reportable Compensation). Schedule J, Part II has been updated to move employee deferrals to 457(b) plans from Column B i (Base Compensation) to Column B iii (Other Reportable Compensation) per IRS instructions. | |
| Form 990 Review Process | THE FORM 990 IS REVIEWED BY THE CONTROLLER AND CHIEF FINANCIAL OFFICER, AND THEN REVIEWED BY THE AUDIT COMMITTEE PRIOR TO BEING EMAILED TO BOARD MEMBERS FOR THEIR APPROVAL PRIOR TO THE FILING OF THE RETURN. | Form 990, Part VI, Line 11b |
| Conflict of Interest Policy Monitoring & Enforcement | COMPLIANCE IS REQUIRED ANNUALLY AT BOARD/COMMITTEE MEETINGS. THE ASSISTANT SECRETARY OF THE BOARD COLLECTS AND MONITORS COMPLIANCE. CONFLICTS ARE DISCLOSED TO THE BOARD AND VOTING TAKES PLACE IN THE ABSENCE OF THE CONFLICTED PARTY. | Form 990, Part VI, Line 12c |
| Process for Determining Compensation | THE ORGANIZATION USES A PERSONNEL COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYEE CONTRACTS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY BOARD TO DETERMINE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND DIRECTOR OF BUSINESS & FINANCE/TREASURER. The final compensation determinations are documented by the organization. | Form 990, Part VI, Line 15b |
| How Documents are Made Available to the Public | FORM 990, GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA GUIDESTAR AND BY REQUEST. | Form 990, Part VI, Line 19 |
| Other Changes in Net Assets | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS 1,494,310 OTHER: UNREALIZED GAIN FROM INTEREST SWAP (963,810) INCREASE IN CSV 3,712 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT (18,580) ----------- Total Other Changes in Net Assets 515,632 | Form 990, Part XI, Line 5 |