ST PAUL ACADEMY AND SUMMIT SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ST PAUL ACADEMY AND SUMMIT SCHOOL (EIN 41-0943433)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201321349349302657
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T10:44:42-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411647057 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHONEYULBRICHCHRISTIANSEN & RUSS PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST PLATO BOULEVARD | AddressLine1 |
| City | SAINT PAUL | City |
| State | MN | State |
| ZIP Code | 551071809 | 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 | 410943433 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST PAUL ACADEMY AND SUMMIT SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STPA | NameControl |
| Phone | 6516961317 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1712 RANDOLPH AVENUE | AddressLine1 |
| City | SAINT PAUL | City |
| State | MN | State |
| ZIP Code | 55105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY ALBACHTEN | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 6516961317 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROZALYN Z ALLYSON | Name |
| PTIN | P00234621 | PTIN |
| Phone | 6512276695 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARY ALBACHTEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1712 RANDOLPH AVENUE | AddressLine1 |
| City | SAINT PAUL | City |
| State | MN | State |
| ZIP Code | 55105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30868952 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SPA.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE STUDENTS WITH EDUCATIONAL INSTRUCTION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 386 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 3662 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5863668 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8069627 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22219897 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22047459 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 742855 | InvestmentIncomePriorYear |
| Investment Income Current Year | 751866 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28826420 | TotalRevenuePriorYear |
| Total Revenue Current Year | 30868952 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3813653 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4421218 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14738980 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13883409 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 38579 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 46229 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1005443 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6647008 | OtherExpensePriorYear |
| Other Expenses Current Year | 7072770 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25238220 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25423626 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3588200 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5445326 | RevenuesLessExpensesCY |
| Total Assets BOY | 68306270 | TotalAssetsBOY |
| Total Assets EOY | 73669255 | TotalAssetsEOY |
| Total Liabilities BOY | 17532518 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17558399 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 50773752 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 56110856 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ST. PAUL ACADEMY AND SUMMIT SCHOOL (SPA) IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL SERVING STUDENTS IN KINDERGARTEN THROUGH GRADE 12 FROM SAINT PAUL, MINNEAPOLIS, AND SURROUNDING COMMUNITIES. SPA GENERATES REVENUE FROM A VARIETY OF SOURCES TO CONDUCT ITS PROGRAM AND SUPPORTING SERVICES, INCLUDING TUITION, FEES, CONTRIBUTIONS, AUXILIARY ENTERPRISES, AND INVESTMENT INCOME. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 22736097 | Expense |
| Grants | 4421218 | Grants |
| Revenue | 22047459 | Revenue |
| Description | ST. PAUL ACADEMY IS AN INSTRUCTIONAL INSTITUTION FOR STUDENTS. | Description |
| Total Program Service Expense | 22736097 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 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 | 1 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 83 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 386 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 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 | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY ALBACHTEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6516982451 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1712 RANDOLPH AVE | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| CHARLOTTE S JOHNSON | ||||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| PHILIP W WHITE | ||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| ELIZABETH DRISCOLL HLAVKA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RUTH S HUSS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FREDERICK C KAEMMER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRUCE A LILLY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RANLET MINER JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| VIRGINIA H MORRIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANN RUHR PIFER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR BRIAN C ROSENBERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GAIL A WARD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TIMOTHY A WELSH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SHANNON MCNEELY WHITAKER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SARAH S KARON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TIMOTHY WJ O'BRIEN | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| SCOTT MALLOY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PAUL MOE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDRES KNUTZEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANNE HOOLEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRYN ROBERTS | ||||||||
| HEAD OF SCHOOL | 50.00 | X | 300472 | 0 | 118084 | |||
| MARY ALBACHTEN | ||||||||
| DIRECTOR OF FINANCE | 40.00 | X | 129540 | 0 | 19284 | |||
| PETER SAWKINS | ||||||||
| ATHLETIC DIRECTOR | 40.00 | 156277 | 0 | 948 | X | |||
| CINDY RICHTER | ||||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | 126997 | 0 | 20846 | X | |||
| CHRIS HUGHES | ||||||||
| UPPER SCHOOL HEAD | 40.00 | 120760 | 0 | 20586 | X | |||
| CLIFF CLARK | ||||||||
| LOWER SCHOOL HEAD | 40.00 | 112363 | 0 | 23125 | X | |||
| DOROTHY GOLDIE | ||||||||
| DIRECTOR OF INSTITUTIONAL ADVANCEMENT | 40.00 | 117300 | 0 | 20227 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1063709 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 223100 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TAHER INC | |||||
| PO BOX 44719 | MADISON | WI | 537444719 | DINING SERVICE | 819510 |
| MONARCH BUS SERVICE INC | |||||
| 101 EAST 10TH STREET SUITE 300 | HASTINGS | MN | 55033 | TRANSPORTATION | 270014 |
| FIDELITY BUILDING SERVICES INC | |||||
| 951 AMERICAN BOULEVARD E | MINNEAPOLIS | MN | 554201331 | CLEANING SRV | 244158 |
| THEBE STREET | |||||
| DESNICK NELSON INC 1600 WEST LA | MINNEAPOLIS | MN | 55408 | DESIGN CONSULTANT | 179305 |
| KAG CONSTRUCTION SOLUTIONS | |||||
| 4859 SANDRA LANE | WHITE BEAR LAKE | MN | 55110 | CONSTRUCTION | 158877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 8069627 | AllOtherContributions |
| Noncash Contributions | 609706 | NoncashContributions |
| Total Contributions | 8069627 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 21176302 | 21176302 |
| OTHER REVENUE | 611600 | 834214 | 834214 |
| SUMMER SCHOOL TUITION | 611600 | 36943 | 36943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22047459 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 751866 | TotalRevenueColumn |
| Exclusion | $751,866 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30868952 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22047459 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $751,866 | ExclusionAmount |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4421218 | Total |
| Program Services | 4421218 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1063709 | Total |
| Program Services | 616554 | ProgramServices |
| Management And General | 229698 | ManagementAndGeneral |
| Fundraising | 217457 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9917442 | Total |
| Program Services | 9003510 | ProgramServices |
| Management And General | 598132 | ManagementAndGeneral |
| Fundraising | 315800 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 954309 | Total |
| Program Services | 834567 | ProgramServices |
| Management And General | 86899 | ManagementAndGeneral |
| Fundraising | 32843 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1144374 | Total |
| Program Services | 1014413 | ProgramServices |
| Management And General | 95429 | ManagementAndGeneral |
| Fundraising | 34532 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 803575 | Total |
| Program Services | 714949 | ProgramServices |
| Management And General | 56818 | ManagementAndGeneral |
| Fundraising | 31808 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63161 | Total |
| Program Services | 52424 | ProgramServices |
| Management And General | 7838 | ManagementAndGeneral |
| Fundraising | 2899 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34156 | Total |
| Program Services | 28349 | ProgramServices |
| Management And General | 4239 | ManagementAndGeneral |
| Fundraising | 1568 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46229 | Total |
| Fundraising | 46229 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 404183 | Total |
| Program Services | 335472 | ProgramServices |
| Management And General | 50159 | ManagementAndGeneral |
| Fundraising | 18552 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 434320 | Total |
| Program Services | 360486 | ProgramServices |
| Management And General | 53899 | ManagementAndGeneral |
| Fundraising | 19935 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47846 | Total |
| Program Services | 39712 | ProgramServices |
| Management And General | 5938 | ManagementAndGeneral |
| Fundraising | 2196 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 758898 | Total |
| Program Services | 629886 | ProgramServices |
| Management And General | 94179 | ManagementAndGeneral |
| Fundraising | 34833 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1022679 | Total |
| Program Services | 848824 | ProgramServices |
| Management And General | 126914 | ManagementAndGeneral |
| Fundraising | 46941 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSTRUCTIONAL | 1526304 | 1526304 | ||
| EQUIP RENTAL/MAINTENANC | 1001732 | 831438 | 124315 | 45979 |
| FOOD SERVICE | 735784 | 735784 | ||
| ADMISSIONS | 270342 | 224384 | 33549 | 12409 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 773365 | Total |
| Program Services | 517823 | ProgramServices |
| Management And General | 114080 | ManagementAndGeneral |
| Fundraising | 141462 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25423626 | Total |
| Program Services | 22736097 | ProgramServices |
| Management And General | 1682086 | ManagementAndGeneral |
| Fundraising | 1005443 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1169833 | BOY |
| EOY | 770577 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3488142 | BOY |
| EOY | 6492552 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77505 | BOY |
| EOY | 101666 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67182 | BOY |
| EOY | 57724 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8728 | BOY |
| EOY | 7951 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 259234 | BOY |
| EOY | 9126 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154636 | BOY |
| EOY | 169557 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 45618165 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24626538 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21917212 | BOY |
| EOY | 20991627 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39325153 | BOY |
| EOY | 43315004 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190957 | BOY |
| EOY | 176545 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1647688 | BOY |
| EOY | 1576926 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68306270 | BOY |
| EOY | 73669255 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1107079 | BOY |
| EOY | 1187900 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1150736 | BOY |
| EOY | 1077962 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14794280 | BOY |
| EOY | 14790938 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 480423 | BOY |
| EOY | 501599 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17532518 | BOY |
| EOY | 17558399 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10253868 | BOY |
| EOY | 10206933 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21416295 | BOY |
| EOY | 26773825 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19103589 | BOY |
| EOY | 19130098 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50773752 | BOY |
| EOY | 56110856 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68306270 | BOY |
| EOY | 73669255 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5445326 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -108222 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30244144 | BeginningOfYearBalance |
| Contributions | 98193 | Contributions |
| Investment Earnings Or Losses | 621712 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | -1223354 | OtherExpenditures |
| Administrative Expenses | -66420 | AdministrativeExpenses |
| End Of Year Balance | 29674275 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27922205 | BeginningOfYearBalance |
| Contributions | 75315 | Contributions |
| Investment Earnings Or Losses | 4902192 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -193258 | GrantsOrScholarships |
| Other Expenditures | -2398178 | OtherExpenditures |
| Administrative Expenses | -64132 | AdministrativeExpenses |
| End Of Year Balance | 30244144 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25294604 | BeginningOfYearBalance |
| Contributions | 854812 | Contributions |
| Investment Earnings Or Losses | 2988541 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -320580 | GrantsOrScholarships |
| Other Expenditures | -831514 | OtherExpenditures |
| Administrative Expenses | -63658 | AdministrativeExpenses |
| End Of Year Balance | 27922205 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36520891 | BeginningOfYearBalance |
| Contributions | 309473 | Contributions |
| Investment Earnings Or Losses | -6011259 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -314514 | GrantsOrScholarships |
| Other Expenditures | -1432179 | OtherExpenditures |
| Administrative Expenses | -230688 | AdministrativeExpenses |
| End Of Year Balance | 28841724 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.60000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.40000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3013934 | OtherCostOrOtherBasis |
| Book Value | 3013934 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36464664 | OtherCostOrOtherBasis |
| Depreciation | 19027647 | Depreciation |
| Book Value | 17437017 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4248443 | OtherCostOrOtherBasis |
| Depreciation | 3796702 | Depreciation |
| Book Value | 451741 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1891124 | OtherCostOrOtherBasis |
| Depreciation | 1802189 | Depreciation |
| Book Value | 88935 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20991627 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSET RETIREMENT OBLIGATION | Description |
| Amount | $501,599 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 501599 | TotalOfAmounts |
| Total Revenue | 30868952 | TotalRevenue |
| Total Expenses | 25423626 | TotalExpenses |
| Excess Or Deficit For Year | 5445326 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -108222 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -108222 | TotalAdjustments |
| Excess Or Deficit Per FS | 5337104 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 27594598 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -108222 | NetUnrealizedGainsInvestments |
| Other Revenues | -3166132 | OtherRevenues |
| Revenue Not Rptd F990 | -3274354 | RevenueNotRptdF990 |
| Revenue Subtotal | 30868952 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 30868952 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22257494 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22257494 | ExpensesSubtotal |
| Other Expenses Not Included | 3166132 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3166132 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25423626 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUND WAS ESTABLISHED WITH DONOR RESTRICTED CONTRIBUTIONS TO SUPPORT OPERATIONS, BUILDING AND GROUNDS, FACULTY DEVELOPMENT, INSTRUCTIONAL PROGRAM, AND SCHOLARSHIPS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | SPA IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE RETURNS FOR A PERIOD OF THREE YEARS AFTER THEY ARE FILED. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS -3,070,235. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS -95,897. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS 3,070,235. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS 95,897. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | THE BOARD RESOLUTION, DIVERSITY ACTION PLAN, AND LOCAL AFFILIATIONS OF THE ORGANIZATION ARE POSTED ON IT'S WEBSITE. | Explanation |
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 |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | MARK KRONHOLM CONSULTING | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 SOUTH 5TH STREET SUITE 2525 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN FEASIBILITY | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 46229 | AmountRetainedByContractor |
| Net To Organization | -46229 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 46229 | TotalRetainedByContractors |
| Total Net To Organization | -46229 | TotalNetToOrganization |
| Licensed States | MN | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FINANCIAL AID FOR TUITION | 195 | 3070235 |
| EMPLOYEE DISCOUNTS | 42 | 1350983 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE SCHOOL PROVIDES FINANCIAL AID TO STUDENTS WHO QUALIFY TO RECEIVE AID. THE SCHOOL PROVIDES EMPLOYEE DISCOUNTS TO ELIGIBLE FACULTY OR STAFF. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRYN ROBERTS | |||||||||||||
| 300472 | 0 | 0 | 0 | 0 | 0 | 48527 | 0 | 69557 | 0 | 418556 | 0 | 48527 | 0 |
| PETER SAWKINS | |||||||||||||
| 156277 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 948 | 0 | 157225 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1B | ReturnReference |
| Explanation | HOUSING ALLOWANCE IS PART OF NEGOTIATED CONTRACT. HEALTH/SOCIAL CLUB DUES ARE BILLED DIRECTLY TO SCHOOL. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING AND REDEVELOPMENT AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521440945 | IssuerEIN |
| CUSIP Number | 79289GAA8 | CUSIPNumber |
| Date Issued | 2007-08-16 | DateIssued |
| Issue Price | 14807230 | IssuePrice |
| Description Of Purpose | ADVANCE REFUND THE SERIES 1999 BONDS IN ADVANCE OF THEIR MATURITY. | 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) |
|---|---|---|
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | 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 |
| Post Issuance Compliance Procdrs | 0 | 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 |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYN ROBERTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Loan | PURCHASE HOME | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $150,000 | OriginalPrincipalAmount |
| Balance Due | 57724 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 57724 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 609706 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PRICE ON DATE REC'D | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | STOCK CONTRIBUTIONS ARE PROCESSED AND SOLD THROUGH LICENSED BROKERAGE SERVICE COMPANIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FOR EXPEDIENCY, THE 990 IS REVIEWED FOR ACCURACY BY THE DIRECTOR OF FINANCE AND THE HEAD OF SCHOOL, BEFORE FILING. THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD FOLLOWING THE REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ON A YEARLY BASIS. THE SCHOOL HAS IMPLEMENTED A QUESTIONNAIRE THAT SPECIFICALLY REQUIRES BOARD MEMBERS AND OFFICERS TO DISCLOSE BUSINESS INTERESTS TO ENSURE POSSIBLE CONFLICTS CAN BE READILY IDENTIFIED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | JRPO SURVEY, NAIS SURVEY, INDEPENDENT SALARY CONSULTANT, WERE USED FOR SALARY RANGES. WRITTEN EMPLOYMENT CONTRACT OFFERED AFTER BOARD APPROVAL. JRPO SURVEY, NAIS SURVEY CONSULTED FOR SALARY RANGES. WRITTEN EMPLOYMENT OFFER PRESENTED TO OFFICER FROM HEAD OF SCHOOL. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -108,222. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |