PERKIOMEN SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PERKIOMEN SCHOOL (EIN 23-1352667)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-15
- IRS object ID
- 201320469349301307
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-15T09:02:59-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANON CAPITAL CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 357 MAIN ST | AddressLine1 |
| City | SOUDERTON | City |
| State | PA | State |
| ZIP Code | 18964 | 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 | 231352667 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKIOMEN SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PERK | NameControl |
| Phone | 2156791136 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SEMINARY RD PO BOX 130 | AddressLine1 |
| City | PENNSBURG | City |
| State | PA | State |
| ZIP Code | 18073 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MIKE FOUX | Name |
| Title | ASST HEADMASTER,FINANCE AND OP | Title |
| Phone | 2156791136 | Phone |
| Date Signed | 2013-02-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGIA LS MYERS | Name |
| Phone | 2157234881 | Phone |
| Date Prepared | 2013-02-15 | DatePrepared |
| 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 | MICHAEL C FOUX | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SEMINARY RD PO BOX 130 | AddressLine1 |
| City | PENNSBURG | City |
| State | PA | State |
| ZIP Code | 18073 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15323613 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PERKIOMEN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1875 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | PERKIOMEN SCHOOL IS AN INDEPENDENT, NON-SECTARIAN, CO-EDUCATIONAL, COLLEGE PREPARATORY SCHOOL DEDICATED TO THE PURSUIT OF ACADEMIC EXCELLENCE WITH A CARING AND PERSONALIZED SETTING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 124 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 451137 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 356878 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12874129 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13770162 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 259686 | InvestmentIncomePriorYear |
| Investment Income Current Year | 226678 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 43993 | OtherRevenuePriorYear |
| Other Revenue Current Year | 43637 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13628945 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14397355 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2149674 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2775042 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5098730 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5351360 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 97336 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 72684 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 630460 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6109768 | OtherExpensePriorYear |
| Other Expenses Current Year | 6130974 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13455508 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14330060 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 173437 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 67295 | RevenuesLessExpensesCY |
| Total Assets BOY | 34963441 | TotalAssetsBOY |
| Total Assets EOY | 35604975 | TotalAssetsEOY |
| Total Liabilities BOY | 16689986 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17462062 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18273455 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18142913 | NetAssetsOrFundBalancesEOY |
| Mission Description | PERKIOMEN SCHOOL IS AN INDEPENDENT, NON-SECTARIAN, CO-EDUCATIONAL, COLLEGE PREPARATORY SCHOOL DEDICATED TO THE PURSUIT OF ACADEMIC EXCELLENCE WITH A CARING AND PERSONALIZED SETTING. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11219226 | Expense |
| Grants | 2775042 | Grants |
| Revenue | 13770162 | Revenue |
| Description | PERKIOMEN SCHOOL IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL DEDICATED TO THE PURSUIT OF ACADEMIC EXCELLENCE. THE SCHOOL'S CURRICULUM CHALLENGES STUDENTS TO BECOME INQUISITIVE AND INDEPENDENT LEARNERS WHILE PROVIDING OPPORTUNITIES FOR INTELLECTUAL AND CREATIVE EXPLORATION WITHIN A DIVERSE AND TRUSTING ENVIRONMENT. PERKIOMEN SEEKS TO FOSTER SELF-CONFIDENCE, RESPECT, AND INTEGRITY IN ITS STUDENTS SO THAT THEY MAY BECOME RESPONSIBLE CITIZENS. ENROLLMENT WAS 314 DURING THE 2012 YEAR, OF WHICH 210 WERE BOARDING STUDENTS. | Description |
| Total Program Service Expense | 11219226 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 124 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BUSINESS OFFICE | NamePerson |
| Telephone Number | 2156799511 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SEMINARY AVE | AddressLine1 |
| City | PENNSBURG | City |
| State | PA | State |
| ZIP Code | 18073 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| WILLIAM C FRITZ | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JAMES E SCHULTZ | ||||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | ||
| NORMAN OLSON | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | ||
| MARCIA BARONE | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| MARGARET CINELLI | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOHN BRYANT | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| H DRAKE WILLIAMS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BARRY FORMAN | ||||||||
| VICE PRESIDE | 1.00 | X | 0 | 0 | 0 | X | ||
| S RIDGWAY GOODWIN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JAMES FABER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BRYCE MANTHORNE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE MESCHTER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| SHERYL MOUTHAAN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JAMES NALLO | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BUDDY RICHMAN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| SCOTT SCHULTZ | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| NANCY SEIFERT | ||||||||
| BAORD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| HARRY SILVERGLIDE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| LUANNE STAUFFER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| J KRISTIAN PUESCHEL | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| SUNG-SIK YANG | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| PHILIP A LLOYD | ||||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||||
| CHRISTOPHER TOMPKINS | ||||||||
| HEADMASTER | 40.00 | 211269 | 0 | 29128 | X | |||
| MICHAEL FOUX | ||||||||
| ASST. HD-FIN | 40.00 | 118469 | 0 | 24488 | X | |||
| GEORGE ALLISON | ||||||||
| FORMER HEADM | 10000 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 339738 | TotalReportableCompFromOrg |
| Total Other Compensation | 53616 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO INC | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | FOOD SERVICE | 1135350 |
| NORMAN'S BUS SERVICE | |||||
| 639 GRAVEL PIKE | EAST GREENVILLE | PA | 18041 | TRANSPORTATION | 126485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 356878 | AllOtherContributions |
| Total Contributions | 356878 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION, FEES, AUX SVCS | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 13770162 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13770162 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13770162 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 241227 | TotalRevenueColumn |
| Exclusion | $241,227 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9645 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9645 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9645 | TotalRevenueColumn |
| Exclusion | $9,645 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 911709 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 924137 | Securities |
| Other | 2121 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -12428 | Securities |
| Other | -2121 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14549 | TotalRevenueColumn |
| Related Or Exempt Function Income | -14549 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS FORFEIT;REIMB & MISC | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 33992 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33992 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 33992 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14397355 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13789605 | RelatedOrExemptFunctionIncome |
| Exclusion | $250,872 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2775042 | Total |
| Program Services | 2775042 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226000 | Total |
| Program Services | 45200 | ProgramServices |
| Management And General | 135600 | ManagementAndGeneral |
| Fundraising | 45200 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3562895 | Total |
| Program Services | 2684687 | ProgramServices |
| Management And General | 671519 | ManagementAndGeneral |
| Fundraising | 206689 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128523 | Total |
| Program Services | 92601 | ProgramServices |
| Management And General | 27378 | ManagementAndGeneral |
| Fundraising | 8544 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1136852 | Total |
| Program Services | 819098 | ProgramServices |
| Management And General | 242175 | ManagementAndGeneral |
| Fundraising | 75579 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297090 | Total |
| Program Services | 214052 | ProgramServices |
| Management And General | 63287 | ManagementAndGeneral |
| Fundraising | 19751 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77462 | Total |
| Management And General | 77462 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25800 | Total |
| Management And General | 25800 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72684 | Total |
| Fundraising | 72684 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38213 | Total |
| Management And General | 38213 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1453807 | Total |
| Program Services | 1412287 | ProgramServices |
| Management And General | 28604 | ManagementAndGeneral |
| Fundraising | 12916 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90383 | Total |
| Management And General | 70375 | ManagementAndGeneral |
| Fundraising | 20008 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232743 | Total |
| Program Services | 52855 | ProgramServices |
| Management And General | 151836 | ManagementAndGeneral |
| Fundraising | 28052 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99198 | Total |
| Program Services | 35174 | ProgramServices |
| Management And General | 64024 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586352 | Total |
| Program Services | 550740 | ProgramServices |
| Management And General | 23894 | ManagementAndGeneral |
| Fundraising | 11718 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390016 | Total |
| Program Services | 84556 | ProgramServices |
| Management And General | 249717 | ManagementAndGeneral |
| Fundraising | 55743 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53282 | Total |
| Program Services | 11963 | ProgramServices |
| Management And General | 34646 | ManagementAndGeneral |
| Fundraising | 6673 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 634944 | Total |
| Program Services | 484335 | ProgramServices |
| Management And General | 130037 | ManagementAndGeneral |
| Fundraising | 20572 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1198307 | Total |
| Program Services | 995074 | ProgramServices |
| Management And General | 187415 | ManagementAndGeneral |
| Fundraising | 15818 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69559 | Total |
| Program Services | 6690 | ProgramServices |
| Management And General | 62727 | ManagementAndGeneral |
| Fundraising | 142 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OPERATING SUPPLIES | 610592 | 534503 | 70418 | 5671 |
| TUITION DISCOUNTS | 256729 | 256729 | ||
| EQUIP RENTAL & MAINT. | 88359 | 39692 | 48151 | 516 |
| OTHER EXPENSES | 75050 | 49426 | 21742 | 3882 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150178 | Total |
| Program Services | 74522 | ProgramServices |
| Management And General | 55354 | ManagementAndGeneral |
| Fundraising | 20302 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14330060 | Total |
| Program Services | 11219226 | ProgramServices |
| Management And General | 2480374 | ManagementAndGeneral |
| Fundraising | 630460 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185058 | BOY |
| EOY | 85667 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2935128 | BOY |
| EOY | 3320360 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1095021 | BOY |
| EOY | 1108965 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91963 | BOY |
| EOY | 80461 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295731 | BOY |
| EOY | 285185 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183366 | BOY |
| EOY | 201348 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 38774502 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15224698 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23760101 | BOY |
| EOY | 23549804 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5997213 | BOY |
| EOY | 6557079 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419860 | BOY |
| EOY | 416106 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34963441 | BOY |
| EOY | 35604975 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1046917 | BOY |
| EOY | 997647 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2701835 | BOY |
| EOY | 3651154 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12504378 | BOY |
| EOY | 12395245 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436856 | BOY |
| EOY | 418016 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16689986 | BOY |
| EOY | 17462062 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11594351 | BOY |
| EOY | 11756591 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4706268 | BOY |
| EOY | 4408547 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1972836 | BOY |
| EOY | 1977775 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18273455 | BOY |
| EOY | 18142913 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34963441 | BOY |
| EOY | 35604975 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 67295 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -197837 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6273801 | BeginningOfYearBalance |
| Contributions | 7025 | Contributions |
| Investment Earnings Or Losses | -54165 | InvestmentEarningsOrLosses |
| Other Expenditures | 292134 | OtherExpenditures |
| End Of Year Balance | 5934527 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5056951 | BeginningOfYearBalance |
| Contributions | 335033 | Contributions |
| Investment Earnings Or Losses | 1121645 | InvestmentEarningsOrLosses |
| Other Expenditures | 239828 | OtherExpenditures |
| End Of Year Balance | 6273801 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3793906 | BeginningOfYearBalance |
| Contributions | 1195441 | Contributions |
| Investment Earnings Or Losses | 306575 | InvestmentEarningsOrLosses |
| Other Expenditures | 238971 | OtherExpenditures |
| End Of Year Balance | 5056951 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.67000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.33000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2322195 | OtherCostOrOtherBasis |
| Book Value | 2322195 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25167709 | OtherCostOrOtherBasis |
| Depreciation | 7674729 | Depreciation |
| Book Value | 17492980 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6317547 | OtherCostOrOtherBasis |
| Depreciation | 3937208 | Depreciation |
| Book Value | 2380339 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4967051 | OtherCostOrOtherBasis |
| Depreciation | 3612761 | Depreciation |
| Book Value | 1354290 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23549804 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $359,290 |
| AGENCY FUNDS | $28,551 |
| DEFERRED COMPENSATION | $27,958 |
| CHARITABLE REMAINDER TRUST LIABILITY | $2,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 418016 | TotalOfAmounts |
| Total Revenue | 14397355 | TotalRevenue |
| Total Expenses | 14330060 | TotalExpenses |
| Excess Or Deficit For Year | 67295 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -194127 | NetUnrealizedGLOnInvestments |
| Other | -$3,710 | OtherAmount |
| Total Adjustments | -197837 | TotalAdjustments |
| Excess Or Deficit Per FS | -130542 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11135365 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -194127 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -194127 | RevenueNotRptdF990 |
| Revenue Subtotal | 11329492 | RevenueSubtotal |
| Investment Expenses Not Included | 38213 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 3029650 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3067863 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14397355 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11265907 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 5831 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 5831 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11260076 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 38213 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3031771 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3069984 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14330060 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TERMS FOR NOT REPORTING ASSETS PER SFAS 116 | SCHEDULE D, PAGE 1, PART III, LINE 1A | COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED NET ASSETS AND AS DECREASES IN TEMPORARILY RESTRICTED OR PERMANENTLY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED NET ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF OF ACTIVITIES. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED ON THE STATEMENT OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. COLLECTION ITEMS ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. |
| COLLECTIONS AND RELATION TO EXEMPT PURPOSE | SCHEDULE D, PAGE 2, PART III, LINE 4 | THE SCHOOL MAINTAINS A COLLECTION OF ART AND ANTIQUITIES FOR THE EDUCATION OF STUDENTS. |
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR SCHOLARSHIPS, FINANCIAL AID AND STUDENT AWARDS AS WELL AS FACULTY SALARY AND PROFESSIONAL DEVELOPMENT, PROGRAM SUPPORT AND BUILDING AND GROUND EXPENDITURES. |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | PURSUANT TO ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST FEDERAL AND STATE INCOME TAX POSITIONS, AND HAS DETERMINED THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF THE RESPECTIVE GOVERNMENT AGENCIES EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED, NOR HAVE ANY RELATED INTEREST AND PENALTIES BEEN ACCRUED. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | FINANCIAL AID EXPENSES, NETTED AGAINST REV ON F/S -2,775,042 TUITION DISCOUNTS, NETTED AGAINST REV ON F/S -256,729 LOSS ON DISPOSAL OF ASSET 2,121 UNCOLLECTIBLE PROMISES TO GIVE -3,710 LOSS ON DISPOSAL OF ASSETS -2,121 FINANCIAL AID EXPENSE, NETTED AGAINST REV ON F/S 2,775,042 TUITION DISCOUNT, NETTED AGAINST REV ON F/S 256,729 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | FINANCIAL AID EXPENSES, NETTED AGAINST REV ON F/S 2,775,042 TUITION DISCOUNTS, NETTED AGAINST REV ON F/S 256,729 LOSS ON DISPOSAL OF ASSET -2,121 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | UNCOLLECTIBLE PROMISES TO GIVE 3,710 LOSS ON DISPOSAL OF ASSETS 2,121 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | FINANCIAL AID EXPENSE, NETTED AGAINST REV ON F/S 2,775,042 TUITION DISCOUNT, NETTED AGAINST REV ON F/S 256,729 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
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 |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (6 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PROOF DESIGN STUDIOS | 36 UPPER ABBEYGATE ST | GALWAY | IRELAND | EI | MATERIALS | false | 29009 | -29009 | ||||
| OFFSET IMPRESSIONS INC | MATERIALS | false | 19006 | -19006 | 122 MOUNTIAN VIEW RD | READING | PA | 19607 | ||||
| ACTIVE INTERNET TECHNOLOGIES | WEB SVCS | false | 18000 | -18000 | 809 MAIN STREET | EAST HARTFORD | CT | 06108 | ||||
| SPENCER GROUP INC | MATERIALS | false | 17120 | -17120 | 130 SOUTH WILLARD ST | BURLINGTON | VT | 05401 | ||||
| ELAINE H LOTTO | RESEARCH | false | 12243 | -12243 | 151 CAVERSHAM WOODS | PITTSFORD | NY | 14534 | ||||
| THE PLANNED GIVING CO | MATERIALS | false | 11021 | -11021 | 28 WEST STATE ST | MEDIA | PA | 19063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 106399 | TotalRetainedByContractors |
| Total Net To Organization | -106399 | TotalNetToOrganization |
| Licensed States | PA | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 127 | NumberOfRecipients |
| Amount Of Cash Grant | 2775042 | AmountOfCashGrant |
| Method Of Valuation | TUITION | MethodOfValuation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|
| CHRISTOPHER TOMPKINS | ||||
| 211269 | 29128 | 240397 | ||
| GEORGE ALLISON | ||||
| 10000 | 10000 | 10000 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | WRITTEN REIMBURSEMENT POLICY EXPLANATION | Identifier |
| Return Reference | SCHEDULE J, PAGE 1, PART I, LINE 1B | ReturnReference |
| Explanation | CERTAIN EMPLOYEES ARE REQUIRED TO ACCEPT HOUSING PROVIDED AS A CONDITION OF THEIR EMPLOYMENT. THIS IS NOT CONSIDERED TAXABLE TO THESE EMPLOYEES. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Sharing Of RevenuesSharingOfRevenues | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction |
|---|---|---|---|
| WILLIAM C FRITZ | |||
| BRD MEMBER, KEY | false | ||
| MIERS INSURANCE | |||
| EE & PART | false | ||
| AGENCY | |||
| OWNER OF AGENC | false | 1186417 | INSURANCE COVERAGE |
| ROBERT WOOD | |||
| BRD MEMBER | false | ||
| SODEXO INC | |||
| EE OF SODEXO | false | 1135350 | DINING SERVICES |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE SCHOOL'S FORM 990 IS REVIEWED AND APPROVED BY THE HEADMASTER AND THREE ASSISTANT HEADMASTERS. THE SOURCE OF THE FINANCIAL INFORMATION ON THE FORM IS THE AUDITED FINANCIAL STATEMENTS FOR THE FILING PERIOD. THESE STATEMENTS WERE REVIEWED AND FORMALLY APPROVED BY THE BOARD OF TRUSTEES AT THEIR FALL MEETING. A COPY OF THE FINAL 990 WAS PROVIDED TO THE BOARD OF TRUSTEES. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS SIGNED ANNUALLY BY THE TRUSTEES. THE DOCUMENT CLEARLY STATES THE CONFLICT OF INTEREST POLICY REQUIRES TRUSTEES TO DISCLOSE ANY KNOWN CONFLICTS. EACH DOCUMENT IS SIGNED BY THE TRUSTEE AND FILED WITH THE OFFICE OF THE HEADMASTER AND CEO OF THE SCHOOL. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | BOARD HIRED AN OUTSIDE CONSULTANT AND REVIEWED COMPARISON CHARTS TO DETERMINE COMPENSATION FOR HEADMASTER. ANNUAL ADJUSTMENTS TO THE INITIAL SALARY ARE MADE BASED ON PERFORMANCE AND ARE BENCHMARKED AGAINST NAIS DATA AND OTHER BOARDING SCHOOL INFORMATION |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE HEADMASTER SETS SALARIES AND SALARY INCREASES FOR KEY EMPLOYEES IN THE ORGANIZATION. IN DOING SO HE USES THE SCHOOL'S HISTORICAL SALARIES AS A STARTING GUIDE AND MAKES ADJUSTMENTS AS NECESSARY SUPPORTED BY SALARY STATISTICS FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL'S DATABASE. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE ON REQUEST AND ON GUIDESTAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|
| THE SCHWENKFELDER CHURCH | ||||||||
| 105 SEMINARY AVENUE | PENNSBURG | PA | 18073 | 232030826 | RELIGIOUS | N/A | false | |
| (no name) | ||||||||
| ORGANIZ. | N/A | false | PA | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |