CHESHIRE ACADEMY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHESHIRE ACADEMY (EIN 06-0662113)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-14
- IRS object ID
- 201333189349303443
- Schema version
- 2012v2.1
- 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 O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T12:15:41-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061386456 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T M BYXBEE COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 187169 | AddressLine1 |
| City | HAMDEN | City |
| State | CT | State |
| ZIP Code | 06518 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060662113 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHESHIRE ACADEMY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHES | NameControl |
| Phone | 2032725396 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MAIN STREET | AddressLine1 |
| City | CHESHIRE | City |
| State | CT | State |
| ZIP Code | 06410 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA WILLIS | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2032725396 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAMELA J MATOCHA | Name |
| PTIN | P00572001 | PTIN |
| Phone | 2032814933 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PATRICIA WILLIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MAIN STREET | AddressLine1 |
| City | CHESHIRE | City |
| State | CT | State |
| ZIP Code | 06410 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19815990 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHESHIREACADEMY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | THE ACADEMY PROVIDES EDUCATIONAL ACTIVITIES TO APPROXIMATELY 360 STUDENTS GRADES 8-12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 204 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -783 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1335970 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1464243 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15607260 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16508906 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 377039 | InvestmentIncomePriorYear |
| Investment Income Current Year | 411995 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 45994 | OtherRevenuePriorYear |
| Other Revenue Current Year | 93299 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17366263 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18478443 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2587603 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2521573 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9120078 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9148591 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 781833 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6908751 | OtherExpensePriorYear |
| Other Expenses Current Year | 6356502 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18616432 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18026666 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1250169 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 451777 | RevenuesLessExpensesCY |
| Total Assets BOY | 33925566 | TotalAssetsBOY |
| Total Assets EOY | 35696207 | TotalAssetsEOY |
| Total Liabilities BOY | 7491484 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8547787 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 26434082 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 27148420 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CHESHIRE ACADEMY IS A COLLEGE PREPARATORY, BOARDING AND DAY SCHOOL IN THE NEW ENGLAND TRADITION SERVING STUDENTS MIDDLE SCHOOL THROUGH A POST-GRADUATE YEAR WITH THE FOLLOWING MISSION: BELIEVING IN THE VALUE OF EACH HUMAN BEING AND THE RICHNESS OF A DIVERSE COMMUNITY, CHESHIRE ACADEMY EXISTS TO PROVIDE A QUALITY EDUCATIONAL EXPERIENCE IN A CARING ENVIRONMENT WHERE INDIVIDUALS TAKE RESPONSIBILITY FOR THEIR PERSONAL GROWTH SO THAT THEY REACH THEIR FULL POTENTIAL AND MAKE A DIFFERENCE IN THE WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14764470 | Expense |
| Grants | 2521573 | Grants |
| Revenue | 16719303 | Revenue |
| Description | PRIVATE SCHOOL OF APPROXIMATELY 360 STUDENTS-GRADES 8-12 | Description |
| Total Program Service Expense | 14764470 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 25 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 204 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA WILLIS BUSINESS MANAGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2032725396 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE CHESHIRE ACADEMY 10 MAIN ST | AddressLine1 |
| City | CHESHIRE | City |
| State | CT | State |
| ZIP Code | 06410 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID G JEPSON | ||||||||
| TRUSTEE | 8.00 | X | X | 0 | 0 | 0 | ||
| DONALD ROSENBERG | ||||||||
| VICE CHAIR/TREASURER | 8.00 | X | X | 0 | 0 | 0 | ||
| RONALD FEINSTEIN | ||||||||
| SECRETARY | 8.00 | X | X | 0 | 0 | 0 | ||
| RICHARD CERRONE | ||||||||
| CHAIR | 8.00 | X | 0 | 0 | 0 | |||
| MICHAEL A BELFONTI | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| BRETT F STUART | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| SUZANNE FIELDS | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| DAN GABEL | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| MICHAEL MAURO | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| PATRICK K MCCASKEY | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| DOUGLAS N MORTON | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| FRANK J MOTTER | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| ARMANDO SIMOSA | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| LENDWARD SIMPSON JR | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| GRAEME M KEITH | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| MICHAEL A FREEDMAN | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| HOWARD GREENSTONE | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| RICHARD KATZ | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| ROSALIND RAFTERY HERBST | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| MARK TESTA | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| GERALD LARSON | ||||||||
| HEAD OF SCHOOL | 40.00 | 278004 | 0 | 13625 | X | |||
| PATRICIA WILLIS | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 130884 | 0 | 6544 | X | |||
| CHRISTOPHER HAYES | ||||||||
| DEAN OF FACULTY | 40.00 | 111612 | 0 | 5575 | X | |||
| BARBARA DAVIS | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 104372 | 0 | 5119 | X | |||
| SCOTT POTTBECKER | ||||||||
| ASSOCIATE HEAD OF SCHOOL | 40.00 | 147408 | 0 | 7250 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 772280 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 38113 | 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 (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SAGE DINING SERVICES | |||||
| 1402 YORK ROAD | LITHERVILLE | MD | 21093 | FOOD SERVICES | 1286543 |
| AETNA | |||||
| PO BOX 804735 | CHICAGO | IL | 60680 | INSURANCE | 989635 |
| ACE AMERICAN INSURANCE CO | |||||
| 994 OLD EAGLE SCHOOL RD | WAYNE | PA | 19087 | INSURANCE | 177529 |
| B & B TRANSPORTATION INC | |||||
| 22 OLD AMITY ROAD | BETHANY | CT | 06524 | BUS COMPANY | 128792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 1464243 | AllOtherContributions |
| Total Contributions | 1464243 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & SUMMER PROGRAMS | 611710 | 16256816 | 16256816 |
| OTHER INCOME | 611710 | 252090 | 252090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16508906 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 212054 | TotalRevenueColumn |
| Exclusion | $212,054 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1452354 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1252413 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 199941 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 199941 | TotalRevenueColumn |
| Related Or Exempt Function Income | 199941 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 135960 | GrossIncomeGaming |
| Gaming Direct Expenses | 48170 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 87790 | TotalRevenueColumn |
| Exclusion | $87,790 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 32017 | GrossSalesOfInventory |
| Cost Of Goods Sold | 36964 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4947 | TotalRevenueColumn |
| Exclusion | -$4,947 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENTS | Description |
| Business Code | 531390 | BusinessCode |
| Total Revenue Column | 10456 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10456 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10456 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18478443 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16719303 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $294,897 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2521573 | Total |
| Program Services | 2521573 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278004 | Total |
| Management And General | 278004 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6461149 | Total |
| Program Services | 5147684 | ProgramServices |
| Management And General | 919823 | ManagementAndGeneral |
| Fundraising | 393642 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290302 | Total |
| Program Services | 213916 | ProgramServices |
| Management And General | 51226 | ManagementAndGeneral |
| Fundraising | 25160 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1543045 | Total |
| Program Services | 1317417 | ProgramServices |
| Management And General | 155810 | ManagementAndGeneral |
| Fundraising | 69818 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 576091 | Total |
| Program Services | 424507 | ProgramServices |
| Management And General | 101656 | ManagementAndGeneral |
| Fundraising | 49928 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2054602 | Total |
| Program Services | 1874227 | ProgramServices |
| Management And General | 96737 | ManagementAndGeneral |
| Fundraising | 83638 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46698 | Total |
| Program Services | 6884 | ProgramServices |
| Management And General | 39814 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 807146 | Total |
| Program Services | 648124 | ProgramServices |
| Management And General | 94009 | ManagementAndGeneral |
| Fundraising | 65013 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93753 | Total |
| Program Services | 85522 | ProgramServices |
| Fundraising | 8231 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 694070 | Total |
| Program Services | 694070 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136933 | Total |
| Program Services | 79651 | ProgramServices |
| Management And General | 42055 | ManagementAndGeneral |
| Fundraising | 15227 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54452 | Total |
| Program Services | 26574 | ProgramServices |
| Management And General | 26303 | ManagementAndGeneral |
| Fundraising | 1575 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164751 | Total |
| Management And General | 164751 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1129191 | Total |
| Program Services | 1040098 | ProgramServices |
| Management And General | 89093 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164319 | Total |
| Program Services | 144356 | ProgramServices |
| Management And General | 13388 | ManagementAndGeneral |
| Fundraising | 6575 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 808527 | 539867 | 205634 | 63026 |
| BAD DEBT EXPENSE | 202060 | 202060 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18026666 | Total |
| Program Services | 14764470 | ProgramServices |
| Management And General | 2480363 | ManagementAndGeneral |
| Fundraising | 781833 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1535730 | BOY |
| EOY | 2911153 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87813 | BOY |
| EOY | 72591 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1992886 | BOY |
| EOY | 1265695 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46409 | BOY |
| EOY | 23490 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218815 | BOY |
| EOY | 164478 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34261 | BOY |
| EOY | 39445 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54413 | BOY |
| EOY | 49661 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 36471743 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15893075 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21366967 | BOY |
| EOY | 20578668 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8588272 | BOY |
| EOY | 10591026 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33925566 | BOY |
| EOY | 35696207 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 648995 | BOY |
| EOY | 562416 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2149457 | BOY |
| EOY | 3705346 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4625973 | BOY |
| EOY | 4259744 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67059 | BOY |
| EOY | 20281 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7491484 | BOY |
| EOY | 8547787 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15354730 | BOY |
| EOY | 15640642 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3525177 | BOY |
| EOY | 3369177 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7554175 | BOY |
| EOY | 8138601 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26434082 | BOY |
| EOY | 27148420 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33925566 | BOY |
| EOY | 35696207 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 451777 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 262561 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | 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 |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| 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 | 8411257 | BeginningOfYearBalance |
| Contributions | 468612 | Contributions |
| Investment Earnings Or Losses | 499878 | InvestmentEarningsOrLosses |
| Other Expenditures | 296727 | OtherExpenditures |
| End Of Year Balance | 9083020 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8371197 | BeginningOfYearBalance |
| Contributions | 380685 | Contributions |
| Investment Earnings Or Losses | -67056 | InvestmentEarningsOrLosses |
| Other Expenditures | 273569 | OtherExpenditures |
| End Of Year Balance | 8411257 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6000211 | BeginningOfYearBalance |
| Contributions | 1704266 | Contributions |
| Investment Earnings Or Losses | 860524 | InvestmentEarningsOrLosses |
| Other Expenditures | 193804 | OtherExpenditures |
| End Of Year Balance | 8371197 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3599058 | BeginningOfYearBalance |
| Contributions | 2015689 | Contributions |
| Investment Earnings Or Losses | 524212 | InvestmentEarningsOrLosses |
| Other Expenditures | 138748 | OtherExpenditures |
| End Of Year Balance | 6000211 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4736415 | BeginningOfYearBalance |
| Contributions | 29839 | Contributions |
| Investment Earnings Or Losses | -878642 | InvestmentEarningsOrLosses |
| Other Expenditures | 288554 | OtherExpenditures |
| End Of Year Balance | 3599058 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 226904 | OtherCostOrOtherBasis |
| Book Value | 226904 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32350846 | OtherCostOrOtherBasis |
| Depreciation | 12203880 | Depreciation |
| Book Value | 20146966 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3893993 | OtherCostOrOtherBasis |
| Depreciation | 3689195 | Depreciation |
| Book Value | 204798 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20578668 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RATE SWAPS | Description |
| Amount | $20,281 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 20281 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 16294183 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 262561 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 262561 | RevenueNotRptdF990 |
| Revenue Subtotal | 16031622 | RevenueSubtotal |
| Other Revenues Not Included | 2446821 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2446821 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18478443 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15579845 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 36964 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 36964 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15542881 | ExpensesSubtotal |
| Other Expenses Not Included | 2483785 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2483785 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18026666 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INCOME FROM ENDOWMENT FUNDS IS TO BE USED FOR FACULTY ENRICHMENT, SCHOLARSHIPS AND CAPITAL IMPROVEMENTS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN BY THE ORGANIZATION AS DEFINED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 2,483,785. BOOKSTORE COST OF SALES -36,964. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE COST OF SALES 36,964. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 2,483,785. |
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 | NOTICE OF NONDISCRIMINATORY POLICY IS PUBLISHED ON THE ACADEMY'S WEBSITE. | Explanation |
Schedule G IRS990ScheduleG
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 135960 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 12563 | CashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 35607 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 135960 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 12563 | CashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 35607 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 48170 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 87790 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CT | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHESHIRE ACADEMY | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MAIN STREET | AddressLine1 |
| City | CHESHIRE | City |
| State | CT | State |
| ZIP Code | 06410 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
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 | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|
| WORKSHOPS, CONFERENCES | 48 | 37788 | |
| STUDENT SCHOLARSHIPS/FINANCIAL AID | 111 | 2483785 |
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: GRANTS AND OTHER ASSISTANCE IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE ACADEMY. GRANTS AND OTHER ASSISTANCE ARE SUPPORTED BY APPROPRIATE DOCUMENTATION AND APPROVALS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GERALD LARSON | ||||||||||||||
| HEAD OF SCHOOL | 278004 | 0 | 0 | 0 | 0 | 0 | 13625 | 0 | 0 | 0 | 291629 | 0 | 0 | 0 |
| SCOTT POTTBECKER | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL | 147408 | 0 | 0 | 0 | 0 | 0 | 7250 | 0 | 0 | 0 | 154658 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ACADEMY PROVIDES A COPY OF THE FORM 990 TO ALL BOARD MEMBERS AND ALLOWS A TWO WEEK PERIOD FOR THEIR REVIEW AND COMMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ACADEMY REQUIRES THAT ALL BOARD MEMBERS ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEADMASTER'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS OR A SUBCOMMITTEE OF THE BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 18 | DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ACADEMY MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON THEIR REQUEST. | |
| FORM 990, PART IX, LINE 11G | OTHER: PROGRAM SERVICE EXPENSES 1,874,227. MANAGEMENT AND GENERAL EXPENSES 96,737. FUNDRAISING EXPENSES 83,638. TOTAL EXPENSES 2,054,602. | OTHER FEES |
| PART XI, LINE 2C: COMMITTEE OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS: THE ACADEMY'S FINANCE COMMITTEE IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF THE AUDITED FINANCIAL STATEMENTS. THE AUDITORS PRESENT THE AUDITED FINANCIAL STATEMENTS TO THE BOARD OF TRUSTEES. |