VALLEY FORGE EDUCATIONAL SERVICES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VALLEY FORGE EDUCATIONAL SERVICES (EIN 23-6050757)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-29
- IRS object ID
- 201310299349300826
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-29T15:41:01-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | 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 | 236050757 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY FORGE EDUCATIONAL SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VALL | NameControl |
| Phone | 6102966700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 730 | AddressLine1 |
| City | PAOLI | City |
| State | PA | State |
| ZIP Code | 19301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES G KIRKPATRICK | Name |
| Title | CFO | Title |
| Phone | 6102966700 | Phone |
| Date Signed | 2013-01-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS GREEN CPA | Name |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES G KIRKPATRICK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 730 | AddressLine1 |
| City | PAOLI | City |
| State | PA | State |
| ZIP Code | 19301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14244944 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.VFES.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | HIGH QUALITY EDUCATIONAL INSTITUTION FOR CHILDREN AND FAMILIES WITH LEARNING CHALLENGES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 329 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 212233 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 260117 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11880613 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12431483 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 56389 | InvestmentIncomePriorYear |
| Investment Income Current Year | 260333 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -12648 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8128 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12136587 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12960061 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 30915 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 28114 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8510503 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8200003 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 26000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 28800 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 204377 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3988291 | OtherExpensePriorYear |
| Other Expenses Current Year | 3928356 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12555709 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12185273 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -419122 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 774788 | RevenuesLessExpensesCY |
| Total Assets BOY | 16489654 | TotalAssetsBOY |
| Total Assets EOY | 18129365 | TotalAssetsEOY |
| Total Liabilities BOY | 3056731 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4235075 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13432923 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13894290 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE A HIGH QUALITY EDUCATION, SERVING STUDENTS WHO HAVE SPECIAL NEEDS ON MANY VARIED LEVELS, AND TO PROVIDE A FULL SPECTRUM OF EDUCATIONAL AND SUPPORT SERVICES, WITH THE GOAL OF UNLOCKING STUDENTS' POTENTIAL THUS ENABLING THEM TO BECOME SUCCESSFUL LEARNERS AND CONTRIBUTING MEMBERS OF SOCIETY.TO INCREASE THE AWARENESS AND UNDERSTANDING NATIONALLY AND GLOBALLY ABOUT CHILDREN WITH SPECIAL NEEDS AND TO BE ACKNOWLEDGED AS EXPERTS, LEADERS, AND INNOVATORS IN THE ART OF SPECIAL NEEDS EDUCATION AND TO SHARE THIS EXPERTISE GENEROUSLY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10081298 | Expense |
| Grants | 28114 | Grants |
| Revenue | 12431683 | Revenue |
| Description | THE VANGUARD SCHOOL IS A PROGRAM OF VALLEY FORGE EDUCATIONAL SERVICES SERVING STUDENTS AGES 4-21.IN 2011-12, THE VANGUARD SCHOOL, A LICENSED PENNSYLVANIA APPROVED PRIVATE SCHOOL, SERVED 244 CLASSIFIED STUDENTS (ASD, NEUROLOGICALLY IMPAIRED, OR EMOTIONAL OVERLAYS) FROM FIFTY-THREE SCHOOL DISTRICTS IN NINE COUNTIES. SEVENTEEN STUDENTS GRADUATED IN 2012. THESE STUDENTS SUCCESSFULLY TRANSITIONED INTO THE WORK FORCE OR POST-SECONDARY EDUCATION. THE VANGUARD TRANSITION CENTER PROVIDED 171 STUDENTS WITH WORK FORCE READINESS, EITHER THROUGH ON-CAMPUS WORK EXPERIENCE OR THROUGH OUR COMMUNITY-BASED WORK PROGRAM BY PARTNERING WITH BUSINESSES IN THE COMMUNITY. ELEVEN STUDENTS ATTENDED VO-TECH PROGRAMS IN THEIR COUNTY AND NINE STUDENTS ATTENDED COLLEGE/ COMMUNITY COLLEGES ON A PART-TIME BASIS.THE VANGUARD SCHOOL PROVIDES ONSITE THERAPY SERVICES IN THE FORM OF SPEECH AND LANGUAGE, OCCUPATIONAL AND PHYSICAL THERAPY AS WELL AS NURSING SERVICES AND CLINICAL/SCHOOL PSYCHOLOGICAL SERVICES. ALL THERAPISTS ARE FULL TIME AND EACH PLAYS AN INTEGRAL ROLE IN THE DEVELOPMENT OF A CHILD'S EDUCATIONAL PROGRAM. IN 2011-2012, THE INCREASED USE OF TECHNOLOGY HAS OCCURRED WITH IPADS AND THERAPEUTIC LISTENING PROGRAMS INTRODUCED AS APPROPRIATE WITHIN BOTH OCCUPATIONAL AND SPEECH THERAPY SESSIONS. VANGUARD'S CLINICAL SERVICES STAFF HAVE CONTINUED TO PARTICIPATE IN POST-GRADUATE, PROFESSIONAL DEVELOPMENT TRAINING IN ORDER TO REFINE EXISTING SKILLS AND TO DEVELOP NEW ONES. THE VANGUARD SCHOOL'S OCCUPATIONAL THERAPY DEPARTMENT ALSO SERVES AS A FIELD PLACEMENT SITE FOR OCCUPATIONAL THERAPY ASSISTANT (OTA) AND MASTERS LEVEL OCCUPATIONAL TRAINING PROGRAMS AT LOCAL AND REGIONAL SEVERAL COLLEGES AND UNIVERSITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE LUMA CENTER IS A PROGRAM OF VALLEY FORGE EDUCATIONAL SERVICES THAT PROVIDES THERAPEUTIC AND EDUCATIONAL SUPPORT TO CHILDREN AGES 2-16 YEARS AT A CENTER BASED LOCATION ON THE VFES CAMPUS. IN 2011-12 THE LUMA CENTER FOR DEVELOPMENT AND LEARNING PROVIDED SERVICES TO OVER 50 FAMILIES. DURING THE SCHOOL YEAR 15-20 CHILDREN RECEIVED WEEKLY THERAPEUTIC SERVICES TO SUPPORT THE DEVELOPMENT OF THEIR MOTOR, SPEECH, LANGUAGE AND SOCIAL SKILLS. DURING THE SUMMER THE LUMA CENTER PROVIDED THERAPEUTIC SERVICES TO OVER 25 CHILDREN. THE LUMA CENTER PROVIDED CONSULTATIONS AND WORKSHOPS FOR STAFF ON CHILD DEVELOPMENT AND LEARNING TO REGIONAL SUPPORT GROUPS AND SCHOOL PROGRAMS. THIS PAST YEAR THE LUMA CENTER PROFESSIONAL STAFF RECEIVED ADVANCED TRAINING IN THE EVALUATION AND TREATMENT OF CHILDREN WITH APRAXIA OF SPEECH. THE LUMA CENTER PROVIDED SPECIALIZED EVALUATIONS, INDIVIDUAL AND GROUP SPEECH THERAPY, PARENT EDUCATION AND COACHING FOR CHILDREN AND FAMILIES WITH THIS RARE DISORDER.THE LUMA CENTER IS PROUD IS ANNOUNCE THAT ONE OF OUR OWN SPEECH AND LANGUAGE PATHOLOGISTS WAS SELECTED BY THE CHILDHOOD APRAXIA OF SPEECH ASSOCIATION OF NORTH AMERICA (CASANA) TO PARTICIPATE IN THEIR FOUR-DAY INTENSIVE TRAINING INSTITUTE IN PITTSBURGH IN JULY 2012. UPON COMPLETION OF THAT INTENSIVE TRAINING, SHE IS NOW RECOGNIZED BY CASANA FOR ADVANCED TRAINING AND CLINICAL EXPERTISE IN CHILDHOOD APRAXIA OF SPEECH. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUMMER MATTERS, A PROGRAM OF VALLEY FORGE EDUCATIONAL SERVICES, OFFERS A CONTINUUM OF INNOVATIVE PROGRAMMING FOR LEARNERS WITH SPECIAL NEEDS, AGES 5 - 21, IN THE SUBURBS OF PHILADELPHIA, PENNSYLVANIA. IN 2011/2012 SUMMER MATTERS OFFERED SUMMER VOYAGERS, AN INNOVATIVE SUMMER REMEDIAL/ENRICHMENT/RECREATION PROGRAM FOR CHILDREN AGES 5-10 WHO STRUGGLE IN SCHOOL; EXTENDED SCHOOL YEAR (ESY) AT THE VANGUARD SCHOOL, A REMEDIAL PROGRAM FOR CLASSIFIED STUDENTS, AGES 5-17, WHO QUALIFY; THE VANGUARD TRANSITION CENTER SUMMER EXPERIENCES FOR STUDENTS, AGES 18-21, WHO QUALIFY; AND SUMMER L.I.F.E. (LEARNING IS FOR EVERYONE), AN EXPERIENTIAL PROGRAM FOR CLASSIFIED AND NON-CLASSIFIED STUDENTS THAT USES EXPERIENCED-BASED LEARNING TO REINFORCE SOCIAL SKILLS DEVELOPMENT. IN 2011/2012 THE SUMMER VOYAGERS PROGRAM SERVED 23 STUDENTS OVER A SIX-WEEK PERIOD.THE ESY PROGRAM AT THE VANGUARD SCHOOL AND THE VANGUARD TRANSITION CENTER SUMMER EXPERIENCE SERVED A COMBINED TOTAL OF 183 STUDENTS OVER A SIX-WEEK PERIOD. THE SUMMER L.I.F.E. PROGRAM SERVED 99 STUDENTS DURING A TWO MONTH PERIOD. IN ADDITION TO ITS SUMMER PROGRAMS, SUMMER MATTERS OFFERED FIVE RESPITE PROGRAMS FOR CLASSIFIED STUDENTS, AGES 10-21, INCLUDING FOUR WEEKEND RETREATS AND ONE "BREAK AWAY" ADVENTURE DURING SCHOOL BREAKS. SUMMER MATTERS RESPITE PROGRAMS SERVED 55 STUDENTS IN FALL 2011/SPRING 2012. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 10081298 | 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 | 0 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | 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 | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 37 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 329 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 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 | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | 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 | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES G KIRKPATRICK CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6102966725 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1777 NORTH VALLEY RD | AddressLine1 |
| City | MALVERN | City |
| State | PA | State |
| ZIP Code | 19355 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 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 |
|---|---|---|---|---|---|---|---|
| MR JOSEPH NAVE | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR PETER GRILLO | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MRS NIKKI GROGAN | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MR RICHARD GOODMAN | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MR THOMAS KENT | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MR PATRICK MINTZER | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MR WILLIAM MARTIN | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MR FRANK TAIT | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | |
| MR MARK OEBBECKE | |||||||
| VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | |
| MR SEAN JOHN MEENAN | |||||||
| BOARD TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MR JAMES G KIRKPATRICK | |||||||
| CFO & TREASURER | 37.50 | 181648 | 0 | 23438 | X | ||
| MRS NITA BLUE | |||||||
| SEC'Y & PAYROLL ADMINIS. | 37.50 | 67581 | 0 | 12702 | X | ||
| MR OSBORNE ABBEY | |||||||
| PRIOR CEO | 37.50 | 205951 | 0 | 19200 | X | ||
| MR TIMOTHY LANSHE | |||||||
| PROGRAM DIRECTOR | 37.50 | 135365 | 0 | 11990 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 590545 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 67330 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WOHLSEN CONSTRUCTION COMPANY | |||||
| 548 STEEL WAY POB 7066 | LANCASTER | PA | 17604 | CONTRACTOR | 1713491 |
| TARGET BUILDING CONSTRUCTION | |||||
| 1123 CHESTER PIKE | CRUM LYNNE | PA | 19022 | CONTRACTOR | 145502 |
| DALEY AND JALBOOT ARCHITECTS | |||||
| 2314 MARKET ST | PHILADELPHIA | PA | 19103 | ARCHITECTS | 128260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Government Grants | 78372 | GovernmentGrants |
| All Other Contributions | 181745 | AllOtherContributions |
| Total Contributions | 260117 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611710 | 12056441 | 12056441 |
| FEDERAL MEDICAID REIMB | 611710 | 219710 | 219710 |
| ACTIVITY FEES, TEXTBOO | 611710 | 155332 | 155332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12431483 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 324143 | TotalRevenueColumn |
| Exclusion | $324,143 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 15628 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7500 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8128 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8128 | TotalRevenueColumn |
| Exclusion | $8,128 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1213373 | Securities |
| Other | 200 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1277383 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -64010 | Securities |
| Other | 200 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -63810 | TotalRevenueColumn |
| Exclusion | -$63,810 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12960061 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12431483 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $268,461 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28114 | Total |
| Program Services | 28114 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 343892 | Total |
| Program Services | 343892 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6148529 | Total |
| Program Services | 6037475 | ProgramServices |
| Management And General | 26620 | ManagementAndGeneral |
| Fundraising | 84434 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7267 | Total |
| Program Services | 4343 | ProgramServices |
| Fundraising | 2924 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1689440 | Total |
| Program Services | 1666844 | ProgramServices |
| Management And General | 7502 | ManagementAndGeneral |
| Fundraising | 15094 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10875 | Total |
| Program Services | 4495 | ProgramServices |
| Fundraising | 6380 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2410488 | Total |
| Program Services | 655351 | ProgramServices |
| Management And General | 1752781 | ManagementAndGeneral |
| Fundraising | 2356 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28800 | Total |
| Fundraising | 28800 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225842 | Total |
| Program Services | 219342 | ProgramServices |
| Management And General | 5500 | ManagementAndGeneral |
| Fundraising | 1000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23744 | Total |
| Program Services | 20698 | ProgramServices |
| Fundraising | 3046 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52121 | Total |
| Program Services | 31124 | ProgramServices |
| Management And General | 5592 | ManagementAndGeneral |
| Fundraising | 15405 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154066 | Total |
| Program Services | 132041 | ProgramServices |
| Management And General | 16639 | ManagementAndGeneral |
| Fundraising | 5386 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12760 | Total |
| Program Services | 11450 | ProgramServices |
| Management And General | 160 | ManagementAndGeneral |
| Fundraising | 1150 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 443379 | Total |
| Program Services | 362355 | ProgramServices |
| Management And General | 66244 | ManagementAndGeneral |
| Fundraising | 14780 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61623 | Total |
| Program Services | 50362 | ProgramServices |
| Management And General | 9207 | ManagementAndGeneral |
| Fundraising | 2054 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT ACTIVITIES | 141441 | 140899 | 542 | |
| EQUIPMENT RENTAL | 123506 | 113251 | 6534 | 3721 |
| TEXTBOOKS | 117325 | 117325 | ||
| REPAIRS AND MAINTENANCE | 86448 | 83651 | 2797 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75613 | Total |
| Program Services | 58286 | ProgramServices |
| Management And General | 2277 | ManagementAndGeneral |
| Fundraising | 15050 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12185273 | Total |
| Program Services | 10081298 | ProgramServices |
| Management And General | 1899598 | ManagementAndGeneral |
| Fundraising | 204377 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76605 | BOY |
| EOY | 502746 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4695036 | BOY |
| EOY | 2439057 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 670878 | BOY |
| EOY | 1163996 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114296 | BOY |
| EOY | 259001 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14329148 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6023974 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7799415 | BOY |
| EOY | 8305174 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3133424 | BOY |
| EOY | 5459391 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16489654 | BOY |
| EOY | 18129365 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 722836 | BOY |
| EOY | 336966 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1223044 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2333895 | BOY |
| EOY | 2675065 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3056731 | BOY |
| EOY | 4235075 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12542738 | BOY |
| EOY | 13026677 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424451 | BOY |
| EOY | 403325 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465734 | BOY |
| EOY | 464288 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13432923 | BOY |
| EOY | 13894290 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16489654 | BOY |
| EOY | 18129365 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 774788 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -313421 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 465734 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 7858 | InvestmentEarningsOrLosses |
| Other Expenditures | 9304 | OtherExpenditures |
| End Of Year Balance | 464288 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 410241 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 64663 | InvestmentEarningsOrLosses |
| Other Expenditures | 9170 | OtherExpenditures |
| End Of Year Balance | 465734 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 298380 | BeginningOfYearBalance |
| Contributions | 9762 | Contributions |
| Investment Earnings Or Losses | 112342 | InvestmentEarningsOrLosses |
| Other Expenditures | 10243 | OtherExpenditures |
| End Of Year Balance | 410241 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 349921 | BeginningOfYearBalance |
| Contributions | 81820 | Contributions |
| Investment Earnings Or Losses | -51541 | InvestmentEarningsOrLosses |
| Other Expenditures | 81820 | OtherExpenditures |
| End Of Year Balance | 298380 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 142500 | OtherCostOrOtherBasis |
| Book Value | 142500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12392709 | OtherCostOrOtherBasis |
| Depreciation | 4638204 | Depreciation |
| Book Value | 7754505 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1793939 | OtherCostOrOtherBasis |
| Depreciation | 1385770 | Depreciation |
| Book Value | 408169 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8305174 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENT TUITION DEPOSITS | $1,751,461 |
| ACCRUED PAYROLL & RELATED TAXES | $896,858 |
| STUDENT ACTIVITIES ACCOUNT | $26,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2675065 | TotalOfAmounts |
| Total Revenue | 12960061 | TotalRevenue |
| Total Expenses | 12185273 | TotalExpenses |
| Excess Or Deficit For Year | 774788 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -313421 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -313421 | TotalAdjustments |
| Excess Or Deficit Per FS | 461367 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12626026 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -313421 | NetUnrealizedGainsInvestments |
| Other Revenues | -28114 | OtherRevenues |
| Revenue Not Rptd F990 | -341535 | RevenueNotRptdF990 |
| Revenue Subtotal | 12967561 | RevenueSubtotal |
| Other Revenues Not Included | -7500 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -7500 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12960061 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12164659 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 7500 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7500 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12157159 | ExpensesSubtotal |
| Other Expenses Not Included | 28114 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 28114 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12185273 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE PRIMARILY INTENDED FOR PURPOSES OF PROVIDING FINANCIAL ASSISTANCE TO FAMILIES FOR TUITION PURPOSES. SUCH FUNDS HAVE BEEN ESTABLISHED AS PERMANENTLY RESTRICTED FOR FINANCIAL ASSISTANCE PURPOSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE CORPORATION ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE CORPORATIONS FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE FISCAL YEARS ENDING JUNE 30, 2011, 2010, AND 2009 REMAIN SUBJECT TO EXAMINATION BY THE IRS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID TO STUDENTS -28,114. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -7,500. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 7,500. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID TO STUDENTS 28,114. |
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 | STUDENT APPLICATIONS, SCHOOL BROCHURES AND PURCHASE ORDERS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | IDEA-B FEDERAL GRANT |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER G FEDERICO ASSOC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 MCDANIEL DRIVE WESTTOWN BUSINE | AddressLine1 |
| City | WEST CHESTER | City |
| State | PA | State |
| ZIP Code | 19380 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 28800 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 28800 | TotalRetainedByContractors |
| Licensed States | PA | LicensedStates |
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 | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 35 | NumberOfRecipients |
| Amount Of Cash Grant | 28114 | AmountOfCashGrant |
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: THE ORGANIZATION MAINTAINS APPROPRIATE DOCUMENTATION AND SUBSTANTIATION OF AMOUNTS GRANTED FOR FINANCIAL AID PURPOSES. THE APPLICANT'S REQUEST FOR FINANCIAL AID INCLUDING ALL REQUIRED APPLICATION INFORMATION AND FINANCIAL BACKGROUND IS SUBMITTED TO THE ORGANIZATION FOR REVIEW. A FINANCIAL AID COMMITTEE OF THE ORGANIZATION REVIEWS ALL FINANCIAL AID APPLICATIONS AND RELATED FINANCIAL INFORMATION IN ORDER TO DETERMINE THE FINANCIAL STATUS AND ELIGIBILITY OF THE APPLICANT. EACH APPLICATION FOR FINANCIAL AID IS REVIEWED BY THE FINANCIAL AID COMMITTEE AND ACTUAL AID IS AWARDED BASED ON FINANCIAL NEEDS AND STATUS OF THE APPLICANTS. ONCE FINANCIAL AID HAS BEEN AWARDED IN ACCORDANCE WITH THE DECISIONS REACHED BY THE FINANCIAL AID COMMITTEE, THE CHIEF FINANCIAL OFFICER THEN IMPLEMENTS THE AWARDS AND MONITORS THE ACTUAL FINANCIAL AID CONFIRMING ALL APPLICANTS ARE CREDITED WITH THE ACTUAL APPROVED AMOUNTS OF FINANCIAL AID. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR JAMES G KIRKPATRICK | |||||||||||||
| 181648 | 0 | 0 | 0 | 0 | 0 | 16587 | 0 | 6851 | 0 | 205086 | 0 | 0 | 0 |
| MR OSBORNE ABBEY | |||||||||||||
| 128303 | 0 | 0 | 0 | 77648 | 0 | 0 | 0 | 19200 | 0 | 225151 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | MR. OBSBORNE ABBEY RECEIVED SEVERANCE PAY UPON HIS SEPARATION FROM THE ORGANIZATION AND IS DOCUMENTED AS OTHER REPORTABLE COMPENSATION. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICH GOODMAN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE AND PRESIDENT OF TARGET BUILDING CONSTRUCTION, INC. | Relationship |
| Amount Of Transaction | 145502 | AmountOfTransaction |
| Description Of Transaction | MR. GOODMAN'S COMPANY PARTICIPATED IN THE RENOVATION OF CLASSROOM BUILDING. ALL TRANSACTIONS WERE CONDUCTED AT ARM'S LENGTH. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | BEFORE FILING WITH THE IRS, THE FORM 990 WAS REVIEWED FIRST BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH INCLUDED THE EXECUTIVE MANAGEMENT OF THE ORGANIZATION. THE FINANCE COMMITTEE CONDUCTED A THOROUGH REVIEW OF THE FORM 990 PRIOR TO THE MEETING OF THE FULL BOARD OF TRUSTEES, REVIEWING ALL LINE ITEMS OF THE CORE FORM AS WELL AS A REVIEW OF ALL RELATED SCHEDULES. AFTER REVIEW AND APPROVAL OF THE FORM 990 BY THE FINANCE COMMITTEE, THE FORM 990 WAS PRESENTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW. ALL TRUSTEES WERE PROVIDED A COMPLETE COPY OF THE FORM 990 FOR REVIEW PURPOSES. AFTER ALL BOARD MEMBERS REVIEWED AND APPROVED THE FORM 990, THE EXECUTIVE MANAGEMENT OF THE ORGANIZATION THEN SUBMITTED THE COMPLETED FORM 990 TO THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND SENIOR MANAGEMENT SIGN A CONFLICT ON INTEREST DISCLOSURE FORM EACH YEAR INDICATING ANY POTENTIAL CONFLICTS OF INTEREST. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE CONFLICT OF INTEREST DISCLOSURE. BOTH EXECUTIVE MANAGEMENT AND THE BOARD CHAIRMAN AND VICE CHAIRMAN MONITOR THE POLICY TO ENSURE COMPLIANCE. CONFLICTS ARE RESOLVED THROUGH BOARD AND EXECUTIVE MANAGEMENT REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCES COMMITTEE OF THE BOARD DETERMINE THE COMPENSATION FOR THE CEO AND THE CFO. THEY PERFORM AN INTERNAL SURVEY PROCESS THAT INCLUDES COMPARISION OF SALARIES WITHIN THE INDUSTRY TO ENSURE OFFICERS' COMPENSATION IS WITHIN FAIR MARKET RANGE. EMPLOYMENT CONTRACTS ARE USED WHERE NECESSARY. ALL DISCUSSIONS ARE IN CLOSED SESSION AND ARE NOT DOCUMENTED IN REGULAR BOARD MINUTES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE AND PROVIDED TO THE PUBLIC UPON REQUEST. COPIES OF THE AUDITED FINANCIAL STATEMENTS MAY BE OBTAINED EITHER IN PERSON AT THE CORPORATE OFFICES OR MAY BE MAILED TO THE INTERESTED PARTY. AN ABBREVIATED VERSION OF THE FINANCIAL STATEMENTS IS ALSO INCLUDED AS PART OF THE ORGANIZATION'S ANNUAL REPORT WHICH IS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -313,421. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PAGE 12, PART XII | THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES CHOOSES THE INDEPENDENT AUDITOR AND PRESENTS AUDIT FINDINGS TO THE BOARD AS A WHOLE. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. | AUDIT OVERSIGHT: |