THURGOOD MARSHALL ACADEMY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THURGOOD MARSHALL ACADEMY (EIN 52-2265744)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-13
- IRS object ID
- 201320449349301017
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T12:56:46-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208787340 | 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 | 522265744 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THURGOOD MARSHALL ACADEMY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THUR | NameControl |
| Phone | 2025636862 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2427 MARTIN LUTHER KING JR AVE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20020 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALEXANDRA PARDO | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2025636862 | Phone |
| Date Signed | 2013-02-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM E TURCO CPA | Name |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | 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 | ALEXANDRA PARDO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2427 MARTIN LUTHER KING JR AVE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8887932 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THURGOODMARSHALLACADEMY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | THURGOOD MARSHALL ACADEMY PREPARES HIGH SCHOOL STUDENTS FOR SUCCESS IN COLLEGE AND CIVIC LIFE THROUGH A PROGRAM FEATURING A DATA-DRIVEN CURRICULUM AND WRAP-AROUND YOUTH DEVELOPMENT SERVICE. IT TEACHES ROUGHLY 400 STUDENTS PER YEAR, MOST OF WHOM LIVE IN UNDER-RESOURCED NEIGHBORHOODS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 96 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3414031 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2853181 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5581414 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5847947 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8216 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9702 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 95655 | OtherRevenuePriorYear |
| Other Revenue Current Year | 84923 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9099316 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8795753 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 16720 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12032 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4574535 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4768403 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 394258 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3492612 | OtherExpensePriorYear |
| Other Expenses Current Year | 3562186 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8083867 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8342621 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1015449 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 453132 | RevenuesLessExpensesCY |
| Total Assets BOY | 29073510 | TotalAssetsBOY |
| Total Assets EOY | 29309573 | TotalAssetsEOY |
| Total Liabilities BOY | 22803517 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22850810 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6269993 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6458763 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THURGOOD MARSHALL ACADEMY IS TO PREPARE STUDENTS TO SUCCEED IN COLLEGE AND TO ACTIVELY ENGAGE IN OUR DEMOCRATIC SOCIETY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7533465 | Expense |
| Grants | 12032 | Grants |
| Revenue | 6001691 | Revenue |
| Description | THURGOOD MARSHALL ACADEMY HAS A SINGLE PROGRAM--EDUCATION VIA DATA-DRIVEN INSTRUCTION AND YOUTH-DEVELOPMENT ACTIVITIES. IN THE FISCAL YEAR ENDING 6/30/2012, THE SCHOOL SERVED 390 STUDENTS DURING THE 180-DAY SCHOOL YEAR AND ROUGHLY 200 STUDENTS DURING A 5-WEEK SUMMER SCHOOL. IN THE SPRING 2012 ADMINISTRATION OF THE DC CAS STANDARDIZED TEST USED TO MEASURE SCHOOL PERFORMANCE, THE SCHOOL'S SCORES WERE THE HIGHEST FOR OPEN ENROLLMENT HIGH SCHOOLS IN DC. ALL (100%) GRADUATING SENIORS WERE ACCEPTED TO COLLEGE. | Description |
| Total Program Service Expense | 7533465 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | 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 | 34 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 96 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDRA PARDO EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2025636862 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2427 MARTIN LUTHER KING JR AVE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20020 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| GEORGE W BROWN | ||||||
| CHAIR OF THE BOARD OF TRUSTEES | 2.00 | X | X | 0 | 0 | 0 |
| ELIZABETH L HALE | ||||||
| VICE CHAIR OF THE BOARD OF TRUSTEES | 2.00 | X | X | 0 | 0 | 0 |
| JOCELYN HENDERSON | ||||||
| TREASURER & TRUSTEE | 2.00 | X | X | 0 | 0 | 0 |
| KATHARINE R HERMAN | ||||||
| SECRETARY & TRUSTEE | 2.00 | X | X | 0 | 0 | 0 |
| BRUCE BAFFER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JEROME L EPSTEIN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BETTY JACKSON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KEVONYA JAMES | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| RICHARD L ROE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ANDREW ROSENBERG | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| NOREAN M SHARPE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KANNON SHANMUGAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JONATHAN STOEL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ALEXANDRA PARDO | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 150348 | 0 | 13789 | |
| DAVID SCHLOSSMAN | ||||||
| COO | 40.00 | X | 103106 | 0 | 12999 | |
| JOSHUA KERN | ||||||
| PRESIDENT & CEO | 40.00 | X | 111268 | 0 | 6639 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 364722 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 33427 | 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 |
|---|---|---|---|---|---|
| PMM COMPANIES | |||||
| 15938 DERWOOD ROAD | ROCKVILLE | MD | 20855 | BUILDING ENGINEERING/ SECURITY | 235036 |
| BUILDING HOPE | |||||
| 910 17TH ST NW NO 1100 | WASHINGTON | DC | 20006 | ACCOUNTING & HR | 189831 |
| REVOLUTION FOODS INC | |||||
| PO BOX 742759 | LOS ANGELES | CA | 900742759 | FOOD SERVICES | 151295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 204732 | FundraisingEvents |
| Related Organizations | 1007998 | RelatedOrganizations |
| Government Grants | 1040487 | GovernmentGrants |
| All Other Contributions | 599964 | AllOtherContributions |
| Total Contributions | 2853181 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION ALLOCATION | 900099 | 5769887 | 5769887 |
| SCHOOL LUNCH PROGRAM | 900099 | 78060 | 78060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5847947 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9702 | TotalRevenueColumn |
| Exclusion | $9,702 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7250 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7250 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7250 | TotalRevenueColumn |
| Exclusion | $7,250 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16108 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 204732 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 92179 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -76071 | TotalRevenueColumn |
| Exclusion | -$76,071 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 153744 | TotalRevenueColumn |
| Related Or Exempt Function Income | 153744 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 153744 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8795753 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6001691 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$59,119 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12032 | Total |
| Program Services | 12032 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279981 | Total |
| Program Services | 193600 | ProgramServices |
| Management And General | 61699 | ManagementAndGeneral |
| Fundraising | 24682 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3877344 | Total |
| Program Services | 3700590 | ProgramServices |
| Fundraising | 176754 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68200 | Total |
| Program Services | 63511 | ProgramServices |
| Management And General | 880 | ManagementAndGeneral |
| Fundraising | 3809 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241877 | Total |
| Program Services | 225248 | ProgramServices |
| Management And General | 3120 | ManagementAndGeneral |
| Fundraising | 13509 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301001 | Total |
| Program Services | 280307 | ProgramServices |
| Management And General | 3883 | ManagementAndGeneral |
| Fundraising | 16811 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10638 | Total |
| Management And General | 10638 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226705 | Total |
| Management And General | 226705 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268313 | Total |
| Program Services | 268313 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261717 | Total |
| Program Services | 254345 | ProgramServices |
| Management And General | 3523 | ManagementAndGeneral |
| Fundraising | 3849 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102496 | Total |
| Program Services | 95450 | ProgramServices |
| Management And General | 1323 | ManagementAndGeneral |
| Fundraising | 5723 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 661793 | Total |
| Program Services | 599841 | ProgramServices |
| Management And General | 8309 | ManagementAndGeneral |
| Fundraising | 53643 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88861 | Total |
| Program Services | 88861 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1190642 | Total |
| Program Services | 1108786 | ProgramServices |
| Management And General | 15359 | ManagementAndGeneral |
| Fundraising | 66497 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331638 | Total |
| Program Services | 308838 | ProgramServices |
| Management And General | 4278 | ManagementAndGeneral |
| Fundraising | 18522 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48616 | Total |
| Program Services | 45274 | ProgramServices |
| Management And General | 627 | ManagementAndGeneral |
| Fundraising | 2715 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER EXPENSES | 156510 | 146062 | 2704 | 7744 |
| FOOD SERVICE | 142407 | 142407 | ||
| LETTER OF CREDIT FEES | 41850 | 41850 | ||
| BAD DEBT EXPENSE | 30000 | 30000 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8342621 | Total |
| Program Services | 7533465 | ProgramServices |
| Management And General | 414898 | ManagementAndGeneral |
| Fundraising | 394258 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1793 | BOY |
| EOY | 1649 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4359827 | BOY |
| EOY | 5124399 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 633311 | BOY |
| EOY | 495866 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1743 | BOY |
| EOY | 30573 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140741 | BOY |
| EOY | 117035 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16337605 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3409223 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13309102 | BOY |
| EOY | 12928382 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10541438 | BOY |
| EOY | 10529447 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85555 | BOY |
| EOY | 82222 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29073510 | BOY |
| EOY | 29309573 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388436 | BOY |
| EOY | 251650 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130155 | BOY |
| EOY | 228097 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1566369 | BOY |
| EOY | 1677927 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20494814 | BOY |
| EOY | 20373897 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223743 | BOY |
| EOY | 319239 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22803517 | BOY |
| EOY | 22850810 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6117266 | BOY |
| EOY | 6276330 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152727 | BOY |
| EOY | 182433 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6269993 | BOY |
| EOY | 6458763 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29073510 | BOY |
| EOY | 29309573 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 453132 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -264362 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 152727 | BeginningOfYearBalance |
| Contributions | 321955 | Contributions |
| Other Expenditures | 292249 | OtherExpenditures |
| End Of Year Balance | 182433 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 66823 | BeginningOfYearBalance |
| Contributions | 247561 | Contributions |
| Other Expenditures | 161657 | OtherExpenditures |
| End Of Year Balance | 152727 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 90846 | BeginningOfYearBalance |
| Contributions | 157766 | Contributions |
| Other Expenditures | 181789 | OtherExpenditures |
| End Of Year Balance | 66823 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 444669 | BeginningOfYearBalance |
| Contributions | 138714 | Contributions |
| Other Expenditures | 492537 | OtherExpenditures |
| End Of Year Balance | 90846 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| 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 | 15033836 | OtherCostOrOtherBasis |
| Depreciation | 2446997 | Depreciation |
| Book Value | 12586839 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1303769 | OtherCostOrOtherBasis |
| Depreciation | 962226 | Depreciation |
| Book Value | 341543 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12928382 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 10529447 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10529447 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED SALARIES & BENEFITS | Description |
| Amount | $319,239 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 319239 | TotalOfAmounts |
| Total Revenue | 8795753 | TotalRevenue |
| Total Expenses | 8342621 | TotalExpenses |
| Excess Or Deficit For Year | 453132 | ExcessOrDeficitForYear |
| Other | -$264,362 | OtherAmount |
| Total Adjustments | -264362 | TotalAdjustments |
| Excess Or Deficit Per FS | 188770 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8358639 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 445714 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -975007 | OtherRevenues |
| Revenue Not Rptd F990 | -529293 | RevenueNotRptdF990 |
| Revenue Subtotal | 8887932 | RevenueSubtotal |
| Other Revenues Not Included | -92179 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -92179 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8795753 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9132885 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 445714 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 344550 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 790264 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8342621 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8342621 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TEMPORARILY RESTRICTED NET ASSETS WERE RELEASED FROM RESTRICTIONS DURING THE YEARS ENDED JUNE 30, 2012 AND 2011, FOR VARIOUS PURPOSES, INCLUDING AFTER-SCHOOL PROGRAMS, COLLEGE GUIDANCE, SUPPORT FOR ALUMNI IN COLLEGE, LIBRARY MATERIALS, PHYSICAL EDUCATION, AND GENERAL OPERATIONS. AT JUNE 30, 2012 AND 2011, TEMPORARILY RESTRICTED NET ASSETS REPRESENTED AMOUNTS RESTRICTED FOR SPECIFIC EDUCATION-RELATED EXPENSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ACADEMY FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ACADEMY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ACADEMY'S TAX POSITIONS AND CONCLUDED THAT THE ACADEMY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ACADEMY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | GAIN/(LOSS) IN FUNCTIONALLY RELATED INVESTMENT IN TMA QALICB, LLC -11,991. DEPRECIATION ADJUSTMENT BOOK TO TAX -252,371. TOTAL TO SCHEDULE D, PART XI, LINE 8: -264,362. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INCOME ELIMINATED FROM CONSOLIDATED FINANCIAL STATEMENT PRESENTATION -963,016. LOSS ON INVESTMENT IN TMA QALICB LLC -11,991. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE REPORTED ON LINE 8B -92,179. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES ELIMINATED FROM CONSOLIDATED FINANCIAL STATEMENT PRESENTATION SPECIAL EVENT EXPENSE REPORTED ON LINE 8B 92,179. DEPRECIATION ADJUSTMENT BOOK TO TAX 252,371. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE SCHOOL PUBLISHED ITS NON-DISCRIMINATION POLICY IN THE WASHINGTON POST |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE ACADEMY IS A DISTRICT OF COLUMBIA PUBLIC CHARTER SCHOOL. AS SUCH, THE ACADEMY RECEIVES A FIXED TUITION PER-PUPIL PUBLIC FUNDING ALLOCATION FROM THE DISTRICT OF COLUMBIA CHARTER SCHOOL BOARD. IN ADDITION, THE SCHOOL RECEIVES FEDERAL ENTITLEMENT INCOME UNDER TITLES 1, 2, 4, AND 5. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 220840 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 204732 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 16108 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 92179 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 220840 | GrossReceiptsTotal |
| Charitable Contributions Total | 204732 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16108 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 92179 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 92179 | DirectExpenseSummaryEvents |
| Net Income Summary | -76071 | NetIncomeSummary |
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 | SUPPORT OF ALUMNI | TypeOfGrant |
| Number Of Recipients | 38 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 12032 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION, DEPOSITS, FEES, BOOKS, SUPPLIES, & TRANSPORTATION | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHOOL ALUMNI RELATIONS STAFF MONITORS APPLICATIONS FROM ALUMNI THAT SHOW NEED, AND THIS STAFF MONITORS APPROPRIATE USE OF FUNDS; OPPORTUNITY TO APPLY IS OPEN TO ALL ALUMNI FIRST-COME-FIRST-SERVED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 | 1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ALEXANDRA PARDO | NamePerson |
| Base Compensation Filing Org | 142848 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 7500 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 4613 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 9647 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 164608 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 4A | PART I, LINE 4A: JOSHUA KERN RECEIVED SEVERANCE PAYMENT IN THE AMOUNT OF $25,000. |
| PART I, LINE 5 | PART I, LINE 5: IN ORDER TO SUPPORT FINANCIAL VIABILITY AND STABILIZATION, THE CEO'S (EXECUTIVE DIRECTOR'S) CONTRACT FOR THE PERIOD SPECIFIED A BONUS EQUAL TO 2% OF EVERY DOLLAR RAISED ABOVE THE SCHOOL'S FUND-RAISING TARGET IN THE BOARD-APPROVED BUDGET, WITH A MAXIMUM BONUS OF 20% OF THE CEO/ED'S BASE SALARY PER THE CONTRACT. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 536001131 | IssuerEIN |
| Date Issued | 2007-02-21 | DateIssued |
| Issue Price | 1160000 | IssuePrice |
| Description Of Purpose | PERMANENT FACILITY FINANCING | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 1160000 | TotalProceeds |
| Refunding Escrow | 1160000 | RefundingEscrow |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ESTIMATE OF THE NUMBER OF VOLUNTEERS | FORM 990, PAGE 1, PART 1, LINE 6 | THURGOOD MARSHALL ACADEMY SUPPORTS STUDENTS' ACADEMIC AND PERSONAL DEVELOPMENT THROUGH PROGRAMS INCLUDING TUTORING AND MENTORING. THESE PROGRAMS DRAW UPON VOLUNTEERS FROM DC'S PROFESSIONAL COMMUNITY; THE TOTAL NUMBER OF VOLUNTEERS IS ESTIMATED AT 300. FOR INSTANCE, ONE TUTORING PROGRAM ALONE SENDS ROUGHLY 70 STUDENTS/WEEK TO SEVERAL AREA LAW FIRMS (ESTIMATE SOLEY FOR THIS PROGRAM IS 5 FIRMS/YEAR X 20 VOLUNTEERS/FIRM). |
| FORM 990, PART VI, SECTION A, LINE 4 | IN DECEMBER 2012, THE BOARD ADOPTED AMENDED-AND-RESTATED BYLAWS PROVIDED BY COUNSEL TO ENSURE THAT THEY REFLECT CURRENT LAW, INCLUDING BUT NOT LIMITED TO THE DISTRICT OF COLUMBIA NONPROFIT CORPORATION ACT OF 2010. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THURGOOD MARSHALL ACADEMY USED THE FOLLOWING PROCESS TO REVIEW THE PREPARED FORM 990 BEFORE IT WAS FILED WITH THE IRS: (1) THE CHIEF OPERATING OFFICER (MANAGEMENT) ACTIVELY PARTICIPATED IN THE PREPARATION OF THE FORM 990, PROVIDING INFORMATION TO AND SEEKING FEEDBACK FROM THE SCHOOL'S ACCOUNTANTS AND TAX PREPARERS FOR SEVERAL WEEKS PRIOR TO FILING; THEN, ROUGHLY ONE WEEK PRIOR TO FILING, (2) MANAGEMENT (THE COO AND THE EXECUTIVE DIRECTOR) REVIEWED THE PREPARED FORM 990 PRIOR TO FILING; AND (3) THE BOARD OF TRUSTEES WAS PROVIDED THE PREPARED FORM 990 VIA ELECTRONIC MAIL PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THURGOOD MARSHALL ACADEMY MONITORS AND ENFORCES COMPLIANCE WITH CONFLICT OF INTEREST POLICIES AT BOTH THE BOARD AND STAFF LEVELS. MEMBERS OF THE BOARD COMPLY WITH CONFLICT OF INTEREST POLICIES BY ANNUALLY RESPONDING TO A SURVEY THAT INCLUDES THE POLICY, AN AFFIRMATION THAT MEMBERS WILL ABIDE BY IT, AND AN OPPORTUNITY TO REPORT ANY POSSIBLE CONFLICTS. A MEMBER OF THE BOARD WHO IS AN ATTORNEY REVIEWS THE POLICIES AND DEVELOPS A RESOLUTION TO ANY POTENTIAL CONFLICTS. THE POLICY STATES THAT BOARD MEMBERS ARE TO REPORT POTENTIAL CONFLICTS ON AN ONGOING BASIS. EMPLOYEES OF THE SCHOOL RECEIVED (AND SIGN ACKNOWLEDGEMENT OF) A PERSONNEL POLICY MANUAL THAT INCLUDES AN EXPLICIT PROHIBITION OF CONFLICTS OF INTEREST AND A REQUIREMENT THAT ANY POTENTIAL CONFLICT BE REPORTED TO THE EMPLOYEE'S SUPERVISOR. SUPERVISORS RESOLVE POSSIBLE CONFLICTS OF INTEREST OR REPORT THE ISSUE TO THEIR SUPERVISORS. THE CHIEF OPERATING OFFICER AND EXECUTIVE DIRECTOR FURTHER MONITOR AND ENFORCE CONFLICT OF INTEREST POLICIES BY ACTIVELY SUPERVISING THE SCHOOL'S CONTRACTS AND FINANCIAL TRANSACTIONS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THURGOOD MARSHALL ACADEMY'S DETERMINATION OF COMPENSATION FOR THE EXECUTIVE DIRECTOR AS WELL AS FOR OTHER EMPLOYEES INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE COMPENSATION OF THE EXECUTIVE DIRECTOR (WHO IS AN EMPLOYEE AND NOT A MEMBER OF THE BOARD) WAS DETERMINED BY THE BOARD OF TRUSTEES, ALL OF WHOM ARE INDEPENDENT OF AND HAVE NO FAMILY OR BUSINESS RELATION WITH THE EXECUTIVE DIRECTOR. IN REVIEWING AND APPROVING THE EXECUTIVE DIRECTOR COMPENSATION, THE BOARD REVIEWED COMPARABILITY DATA REGARDING PAY OF SIMILAR EXECUTIVES AT COMPARABLE INSTITUTIONS AND OF GENERAL TRENDS IN THE LOCAL EMPLOYMENT MARKET. THEY DOCUMENTED THE DELIBERATION AND DECISION BY RETAINING CORRESPONDENCE AND RESEARCH AND THROUGH FORMS AUTHORIZING EXECUTIVE PAY. THE COMPENSATION OF OTHER STAFF WAS CONDUCTED BY THE EXECUTIVE DIRECTOR, WHO IS INDEPENDENT OF AND HAS NO FAMILY OR BUSINESS RELATIONSHIPS WITH ANY EMPLOYEES. THE EXECUTIVE DIRECTOR GATHERED COMPARABILITY DATA REGARDING PAY SCALES FOR SIMILAR WORKERS AND THE GENERAL LOCAL EMPLOYMENT MARKET, AND DOCUMENTED DELIBERATION AND DECISIONS IN THE WORK-PAPERS OF THE ANNUAL BUDGET APPROVED BY THE BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990, PART VI, SECTION C, LINE 19: THURGOOD MARSHALL ACADEMY PROVIDES GOVERNING AND FINANCIAL DOCUMENTS TO ITS AUTHORIZING BODY, THE DC PUBLIC CHARTER SCHOOL BOARD, WHICH PROVIDES PUBLIC ACCESS TO THE DOCUMENTS AS GOVERNED BY DISTRICT OF COLUMBIA AND FEDERAL LAW. | |
| FORM 990, PAGE 6, PART VI, SECTION A, LINE 1A: | THE EXECUTIVE COMMITTEE OF THE THURGOOD MARSHALL ACADEMY BOARD OF TRUSTEES IS COMPOSED OF THE BOARD CHAIR (WHO PRESIDES), THE VICE-CHAIR, THE SECRETARY, AND THE TREASURER. THE EXECUTIVE COMMITTEE HAS THE OPTION TO ADD AN AT-LARGE MEMBER OF THE BOARD TO THE COMMITTEE. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE ALSO MEMBERS OF THE BOARD OF TRUSTEES (THE GOVERNING BODY). THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR WORKING IN SUPPORT OF THE FULL BOARD. THE WORK OF THE COMMITTEE REVOLVES AROUND FIVE MAJOR AREAS: (1) PERFORMING POLICY WORK AS DIRECTED BY THE BOARD, OR WHEN THEY AFFECT THE WORK OF THE EXECUTIVE COMMITTEE; (2) ACTING AS LIAISON TO THE CHIEF EXECUTIVE; (3) HELPING DEVELOP A STRATEGIC PLAN; (4) CONDUCTING EXECUTIVE SEARCHES; AND (5) ADDRESSING URGENT ISSUES TO RESOLVE AN EMERGENCY OR ORGANIZATIONAL CRISIS. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | GAIN/(LOSS) IN FUNCTIONALLY RELATED INVESTMENT IN TMA QALICB, LLC -11,991. DEPRECIATION ADJUSTMENT BOOK TO TAX -252,371. TOTAL TO FORM 990, PART XI, LINE 5: -264,362. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TMA QALICB LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2427 MARTIN LUTHER KING JR AVE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208196064 | EIN |
| Primary Activity | REAL ESTATE | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | -4343 | ShareOfTotalIncome |
| Share Of EOY Assets | 582011 | ShareOfEOYAssets |
| Disproportionate Allocations | 1 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.50100 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| TMA QALICB LLC | ||
| C | 1007998 | CASH |
| TMA QALICB LLC | ||
| J | 1200000 | CASH |