THE FREDERICK GUNN SCHOOL INCORPORATED: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE FREDERICK GUNN SCHOOL INCORPORATED (EIN 06-0646661)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-07
- IRS object ID
- 201310669349300411
- 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 I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-07T09:14:57-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060666222 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles Heaven & Co | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207-231 Bank St | AddressLine1 |
| City | Waterbury | City |
| State | CT | State |
| ZIP Code | 06702 | 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 | 060646661 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GUNNERY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GUNN | NameControl |
| Phone | 8608687334 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 GREEN HILL ROAD | AddressLine1 |
| City | WASHINGTON | City |
| State | CT | State |
| ZIP Code | 06793 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert Ullram | Name |
| Title | Assistant Head of Business | Title |
| Phone | 8608687334 | Phone |
| Date Signed | 2013-02-28 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert E Sweeney Jr CPA | Name |
| PTIN | P01215711 | PTIN |
| Phone | 2037534101 | 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) |
|---|---|---|
| Name Of Principal Officer Person | Robert Ullram | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 Green Hill RD | AddressLine1 |
| City | Washington | City |
| State | CT | State |
| ZIP Code | 06793 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23332325 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.gunnery.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1920 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE STUDENTS WITH A SECONDARY EDUCATION IN AN ATMOSPHERE CONDUCIVE TO LEARNING AND SOCIAL INTERACTION WITH OTHERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 141 | TotalNbrEmployees |
| Total Nbr Volunteers | 260 | TotalNbrVolunteers |
| Total Gross UBI | 90115 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -87928 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2847350 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4298050 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12547155 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13447105 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 625893 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1104236 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 98763 | OtherRevenuePriorYear |
| Other Revenue Current Year | 47472 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16119161 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18896863 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2805033 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3138005 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6197797 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6250875 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1127110 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7574103 | OtherExpensePriorYear |
| Other Expenses Current Year | 7516030 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16576933 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16904910 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -457772 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1991953 | RevenuesLessExpensesCY |
| Total Assets BOY | 56712130 | TotalAssetsBOY |
| Total Assets EOY | 56756143 | TotalAssetsEOY |
| Total Liabilities BOY | 14768859 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14052047 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 41943271 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 42704096 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | In 1850 Frederick Gunn established a school based on the belief that strength of character was the goal of education. Today, The Gunnery rests on the four cornerstones of character: scholarship, integrity, respect and responsibility. Character is forged in a cohesive, diverse community informed by a challenging college preparatory curriculum, a broad range of athletic, artistic and social activities and a faculty of scholars and committed educators dedicated to the intellectual and ethical development of every student. A Gunnery graduate is a broadly educated, socially responsible citizen with tested beliefs, strength of character and the courage to act on convictions. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12470758 | Expense |
| Revenue | 13404462 | Revenue |
| Description | THE PROGRAM SERVICE ACTIVITIES PROVIDED BY THE SCHOOL ARE THOSE ASSOCIATED WITH COLLEGE PREP. INSTITUTIONS. THESE ACTIVITIES INCLUDE PROVIDING STUDENTS A SECONDARY EDUCATION, PROVIDING DORMITORY SERVICES AND A SCHOOL STORE. | Description |
| Total Program Service Expense | 12470758 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 | 71 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 141 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 0 | 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 | CT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT K ULLRAM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8608687334 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 GREEN HILL RD | AddressLine1 |
| City | WASHINGTON DEPOT | City |
| State | CT | State |
| ZIP Code | 06793 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Joan A Noto | ||||||||
| TRUSTEE - Vice Chairman | 4.00 | X | X | 0 | 0 | 0 | ||
| Stephen W Baird | ||||||||
| TRUSTEE - Chairman | 4.00 | X | X | 0 | 0 | 0 | ||
| Richard C Colton Jr | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Jonathan M Estreich | ||||||||
| TRUSTEE - Member at Large | 2.00 | X | 0 | 0 | 0 | |||
| Gretchen H Farmer | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Dick Ebersol | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| David N Hoadley | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| David E Kaplan | ||||||||
| TRUSTEE - Vice President | 2.00 | X | X | 0 | 0 | 0 | ||
| James R Gallop | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Kirsten Peckerman | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Jay B Sheehy | ||||||||
| TRUSTEE - Treasurer | 2.00 | X | X | 0 | 0 | 0 | ||
| Peter B Slone | ||||||||
| TRUSTEE - Secretary | 2.00 | X | X | 0 | 0 | 0 | ||
| Frank Macary | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Peter S Twombly | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Gerrit Vreeland | ||||||||
| TRUSTEE - Member at Large | 2.00 | X | 0 | 0 | 0 | |||
| Patrick M Dorton | ||||||||
| TRUSTEE - Member at Large | 2.00 | X | 0 | 0 | 0 | |||
| Leo D Bretter | ||||||||
| Trustee Emeriti | 2.00 | X | 0 | 0 | 0 | |||
| Jonathan S Linen | ||||||||
| Trustee Emeriti | 2.00 | X | 0 | 0 | 0 | |||
| Val J Prevedini | ||||||||
| Trustee Emeriti | 2.00 | X | 0 | 0 | 0 | |||
| Sarah A Cook | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| John M Greenwood | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Eugene A Pinover | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Richard Tager | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Christine B Stonbely | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Susan Graham | ||||||||
| Head Mistress | 50.00 | 1055040 | 0 | 35346 | X | |||
| Robert Ullram | ||||||||
| Assistant Head of Business | 50.00 | 207464 | 0 | 19679 | X | |||
| Eileen Kelly-Aguirre | ||||||||
| Assistant Head/Dean of Fac | 50.00 | 104423 | 0 | 26454 | X | |||
| Laura Eldridge | ||||||||
| Development Director | 50.00 | 117272 | 0 | 9945 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1484199 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 91424 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Aramark Corporation | |||||
| PO Box 198532 | Atlanta | GA | 303848532 | Food Service | 1290596 |
| Aetna | |||||
| PO Box 804735 | Chicago | IL | 606804108 | Insurance | 496464 |
| Shipman & Goodwin LLP | |||||
| 1 Constitution Plaza | Hartford | CT | 061031919 | Counselors at Law | 382302 |
| Antham BCBS | |||||
| PO box 11017 | Lewiston | ME | 04243 | Health Insurance | 350621 |
| HD Segur Inc | |||||
| PO Box 400 | Cheshire | CT | 06410 | Insurance | 227581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| All Other Contributions | 4298050 | AllOtherContributions |
| Total Contributions | 4298050 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | 13021017 | 13021017 | |
| STUDENT ACTIVITIES | 611710 | 335973 | 335973 | |
| OUTSIDE FACILITY USE | 531120 | 90115 | 90115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13447105 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 544416 | TotalRevenueColumn |
| Exclusion | $544,416 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4995282 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4435462 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 559820 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 559820 | TotalRevenueColumn |
| Exclusion | $559,820 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS INCOME | 611710 | 43231 | 43231 |
| STUDENT LOAN INTEREST | 611710 | 4241 | 4241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 47472 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18896863 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13404462 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 90115 | UnrelatedBusinessRevenue |
| Exclusion | $1,104,236 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3138005 | Total |
| Program Services | 3138005 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5339185 | Total |
| Program Services | 3613587 | ProgramServices |
| Management And General | 1164271 | ManagementAndGeneral |
| Fundraising | 561327 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500409 | Total |
| Program Services | 338679 | ProgramServices |
| Management And General | 109120 | ManagementAndGeneral |
| Fundraising | 52610 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23722 | Total |
| Program Services | 16055 | ProgramServices |
| Management And General | 5173 | ManagementAndGeneral |
| Fundraising | 2494 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387559 | Total |
| Program Services | 262302 | ProgramServices |
| Management And General | 84512 | ManagementAndGeneral |
| Fundraising | 40745 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91570 | Total |
| Management And General | 91570 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43146 | Total |
| Management And General | 43146 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50880 | Total |
| Management And General | 50880 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458374 | Total |
| Program Services | 169750 | ProgramServices |
| Management And General | 285930 | ManagementAndGeneral |
| Fundraising | 2694 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1184913 | Total |
| Program Services | 710948 | ProgramServices |
| Management And General | 355474 | ManagementAndGeneral |
| Fundraising | 118491 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102934 | Total |
| Program Services | 73408 | ProgramServices |
| Management And General | 2076 | ManagementAndGeneral |
| Fundraising | 27450 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52126 | Total |
| Program Services | 1574 | ProgramServices |
| Management And General | 50552 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 506164 | Total |
| Program Services | 506164 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 980300 | Total |
| Program Services | 980300 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT DINING | 1059568 | 1059568 | ||
| MEDICAL INSURANCE | 799530 | 479718 | 239859 | 79953 |
| STUDENT ACTIVITIES | 384219 | 384219 | ||
| OUTSIDE SERVICES | 359758 | 359758 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1442548 | Total |
| Program Services | 736481 | ProgramServices |
| Management And General | 464721 | ManagementAndGeneral |
| Fundraising | 241346 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16904910 | Total |
| Program Services | 12470758 | ProgramServices |
| Management And General | 3307042 | ManagementAndGeneral |
| Fundraising | 1127110 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2338587 | BOY |
| EOY | 2876869 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3602145 | BOY |
| EOY | 2651691 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4534454 | BOY |
| EOY | 4819038 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47037 | BOY |
| EOY | 21200 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37897 | BOY |
| EOY | 41424 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156677 | BOY |
| EOY | 180519 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 39300764 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14081981 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25457644 | BOY |
| EOY | 25218783 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16019646 | BOY |
| EOY | 16211125 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2795404 | BOY |
| EOY | 2233929 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1722639 | BOY |
| EOY | 2501565 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56712130 | BOY |
| EOY | 56756143 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1993251 | BOY |
| EOY | 1319088 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2923764 | BOY |
| EOY | 3168891 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9796116 | BOY |
| EOY | 9529728 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55728 | BOY |
| EOY | 34340 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14768859 | BOY |
| EOY | 14052047 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25380569 | BOY |
| EOY | 24516209 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5409838 | BOY |
| EOY | 6429608 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11152864 | BOY |
| EOY | 11758279 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41943271 | BOY |
| EOY | 42704096 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56712130 | BOY |
| EOY | 56756143 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1991953 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1231128 | ReconcilationOtherChanges |
| 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 | 18815050 | BeginningOfYearBalance |
| Contributions | 1222864 | Contributions |
| Investment Earnings Or Losses | -357660 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1147018 | GrantsOrScholarships |
| Other Expenditures | 88182 | OtherExpenditures |
| End Of Year Balance | 18445054 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17402080 | BeginningOfYearBalance |
| Contributions | 295092 | Contributions |
| Investment Earnings Or Losses | 2897678 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1652739 | GrantsOrScholarships |
| Other Expenditures | 127061 | OtherExpenditures |
| End Of Year Balance | 18815050 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15514277 | BeginningOfYearBalance |
| Contributions | 291650 | Contributions |
| Investment Earnings Or Losses | 2649317 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 602473 | GrantsOrScholarships |
| Other Expenditures | 450691 | OtherExpenditures |
| End Of Year Balance | 17402080 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19104784 | BeginningOfYearBalance |
| Contributions | 1423305 | Contributions |
| Investment Earnings Or Losses | -3277912 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 814208 | GrantsOrScholarships |
| Other Expenditures | 921692 | OtherExpenditures |
| End Of Year Balance | 15514277 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34928767 | OtherCostOrOtherBasis |
| Depreciation | 11943777 | Depreciation |
| Book Value | 22984990 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4371997 | OtherCostOrOtherBasis |
| Depreciation | 2138204 | Depreciation |
| Book Value | 2233793 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25218783 | TotalOfBookValueLandBuildings |
| Total Revenue | 18896863 | TotalRevenue |
| Total Expenses | 16904910 | TotalExpenses |
| Excess Or Deficit For Year | 1991953 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1231128 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1231128 | TotalAdjustments |
| Excess Or Deficit Per FS | 760825 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17665735 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1231128 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1231128 | RevenueNotRptdF990 |
| Revenue Subtotal | 18896863 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18896863 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16904910 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16904910 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16904910 | TotalExpensesPerForm990 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Nondiscriminatory Policy Publication | Identifier |
| Return Reference | Schedule E, Part I, Line 3 | ReturnReference |
| Explanation | NEWSPAPER | Explanation |
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 | Scholarship Aid | TypeOfGrant |
| Number Of Recipients | 128 | NumberOfRecipients |
| Amount Of Cash Grant | 3138005 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Susan Graham | |||||||||||||
| 1055040 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 54000 | 0 | 1109040 | 0 | 0 | 0 |
| Robert Ullram | |||||||||||||
| 207464 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 207464 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | The Gunnery reimburses the Head of School for incidental expenses incurred in connection with her duties as Head which contribute to her peak performance and in support of her roles as a public spokesperson, major gift cultivator, and solicitor of the School. Personal residence is provided as a mandatory condition of employment as Head and for the convenience of the school as employer subject to the understanding that it will be used for school functions. The Washington Club extends free club membership to all Gunnery Heads of School and Heads' spouses at no charge to the Gunnery. The school bears the cost of 12-17 hours per week for cleaning assitance in connection with the use of the house for school entertainment, meetings, and other functions. Personal residence is provided for the Assistant Head/Dean of Faculty for the convenience of the school. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| James Graham | |||
| Spouse of Head Mistress | 98724 | Employed as Major Gifts Officer | 0 |
| Jessica Fletcher | |||
| Child of Assistant Head - Business & Services | 33540 | Employed as Accounts Payable Clerk | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Trustee Chairman Stephen W. Baird and Trustee, Member at Large, Gerrit Vreeland have business relationships with the Gunnery. | |
| Form 990, Part VI, Section B, line 11 | A copy is sent to the business manager and the treasurer of the board for review. Additional copies of the Form 990 are made for available to the full board at their request. | |
| Form 990, Part VI, Section B, line 12c | Annually key employees, officers, and directors are required to complete a conflict of interest form. | |
| Form 990, Part VI, Section B, line 15 | The ABOPS peer school salary survey is reviewed and then the board committee reviews the salaries and approves them. The board committee determines the compensation of the CEO, executive director, and top management. During the budget making process all other salaries are determined. | |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements are made available upon request. | |
| Part VII, Section A, Line 25 | Included in Susan Graham's, The Head Mistress', total reportable compensation is a $762,624 distribution from a deferred compensation plan. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -1,231,128. | Changes in Net Assets or Fund Balances: |