POWHATAN SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- POWHATAN SCHOOL (EIN 54-0758760)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-12
- IRS object ID
- 201340439349301524
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-12T15:44:42-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541149263 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNT HYDE & BARBOUR PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2560 | AddressLine1 |
| City | WINCHESTER | City |
| State | VA | State |
| ZIP Code | 22604 | 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 | 540758760 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWHATAN SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | POWH | NameControl |
| Phone | 5408371009 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 POWHATAN LANE | AddressLine1 |
| City | BOYCE | City |
| State | VA | State |
| ZIP Code | 226209802 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN C SCARBOROUGH | Name |
| Title | HEAD OF SCHOOL | Title |
| Phone | 5408371009 | Phone |
| Date Signed | 2013-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | OLIVIA A HUTTON CPA | Name |
| PTIN | P00964688 | PTIN |
| Phone | 5406623417 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUSAN C SCARBOROUGH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 POWHATAN LANE | AddressLine1 |
| City | BOYCE | City |
| State | VA | State |
| ZIP Code | 226209802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4316046 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.POWHATAN.PVT.K12.VA.US | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | POWHATAN IS AN INDEPENDENT AND NON-SECTARIAN, CO-EDUCATIONAL SCHOOL THAT PROVIDES A STRONG FOUNDATION IN THE TRADITIONAL ACADEMIC DISCIPLINES IN A SUPPORTIVE ENVIRONMENT IN GRADES KINDERGARTEN THROUGH EIGHT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 69 | TotalNbrEmployees |
| Total Nbr Volunteers | 125 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 641769 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 186895 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3628032 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3613176 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 118085 | InvestmentIncomePriorYear |
| Investment Income Current Year | 53647 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 130501 | OtherRevenuePriorYear |
| Other Revenue Current Year | 132842 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4518387 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3986560 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 359631 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 339865 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2685359 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2797132 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 46754 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 940166 | OtherExpensePriorYear |
| Other Expenses Current Year | 946252 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3985156 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4083249 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 533231 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -96689 | RevenuesLessExpensesCY |
| Total Assets BOY | 8930944 | TotalAssetsBOY |
| Total Assets EOY | 8934166 | TotalAssetsEOY |
| Total Liabilities BOY | 384477 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 360135 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8546467 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8574031 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE EDUCATIONAL EXPERIENCES THAT PROMOTE ACADEMIC SKILLS, PROBLEM SOLVING, AND ANALYTICAL THINKING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2757946 | Expense |
| Grants | 339865 | Grants |
| Revenue | 3675203 | Revenue |
| Description | POWHATAN PROVIDES EDUCATIONAL EXPERIENCES THAT PROMOTE ACADEMIC SKILLS, PROBLEM SOLVING, AND ANALYTICAL THINKING. THE SCHOOL OFFERS OPPORTUNITIES IN EXTRA-CURRICULAR ACTIVITIES, INSTRUCTION IN MUSIC, ART, DRAMA, PUBLIC SPEAKING, ATHLETICS, AND COMPUTER TECHNOLOGY. POWHATAN STRIVES TO BUILD COOPERATION THROUGH TEAMWORK, TO ENCOURAGE TRUST AND RESPECT FOR SELF AND OTHERS, AND TO INSTILL A LIFE-LONG LOVE FOR LEARNING AND EXCELLENCE. POWHATAN BELIEVES THAT MULTI-CULTURAL DIVERSITY WITHIN THE SCHOOL CREATES THE RICHEST POSSIBLE CLIMATE FOR LEARNING. POWHATAN FEELS AN OBLIGATION TO SERVE AS MANY STUDENTS AND ABILITIES AS THE RESOURCES AND MISSION WILL PERMIT. POWHATAN SCHOOL PROVIDES EDUCATIONAL EXPERIENCES THAT ARE APPROPRIATE FOR THE LEARNING STYLE, AGE, AND DEVELOPMENT OF EACH CHILD. POWHATAN SERVES 240 CHILDREN IN GRADES KINDERGARTEN THROUGH EIGHT. | Description |
| Total Program Service Expense | 2757946 | 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 | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 |
| 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 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 69 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Premiums Paid | 1 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSINESS MANAGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5408371009 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 POWHATAN LANE | AddressLine1 |
| City | BOYCE | City |
| State | VA | State |
| ZIP Code | 226209802 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| TUPPER DORSEY | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| TRACY FITZSIMMONS | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JT ANDERSON | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| KEN RICE | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| SUSI BAILEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CARY BRUBAKER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CATHERINE DES PREZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HARRIET DICKERSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TOM GILPIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KAREN HELM | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICH INGRAM | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JANET MARSH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DON SHOCKEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ELEANOR SMALLEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAY SMITH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MIKE T SMITH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KRIS TEUTSCH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TAMMY VITI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SUE SCARBOROUGH | ||||||
| HEAD OF SCHOOL | 40.00 | X | 76361 | 0 | 0 | |
| JENNIFER DILLON | ||||||
| BUSINESS MANAGER | 40.00 | X | 61612 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 137973 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 186895 | AllOtherContributions |
| Noncash Contributions | 1714 | NoncashContributions |
| Total Contributions | 186895 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 3594368 | 3594368 |
| SUMMER CAMP | 721210 | 18808 | 18808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3613176 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84560 | TotalRevenueColumn |
| Exclusion | $84,560 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 297573 | Securities |
| Other | 1000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 321999 | Securities |
| Other | 7487 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -24426 | Securities |
| Other | -6487 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -30913 | TotalRevenueColumn |
| Exclusion | -$30,913 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 70815 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70815 | TotalRevenueColumn |
| Exclusion | $70,815 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT ACTIVITIES, NE | 900099 | 56381 | 56381 |
| VARIOUS OTHER SOURCES | 900099 | 5646 | 5646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 62027 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3986560 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3675203 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $124,462 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339865 | Total |
| Program Services | 339865 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146599 | Total |
| Program Services | 36650 | ProgramServices |
| Management And General | 90192 | ManagementAndGeneral |
| Fundraising | 19757 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2106316 | Total |
| Program Services | 1641265 | ProgramServices |
| Management And General | 451041 | ManagementAndGeneral |
| Fundraising | 14010 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86101 | Total |
| Program Services | 68574 | ProgramServices |
| Management And General | 16797 | ManagementAndGeneral |
| Fundraising | 730 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290072 | Total |
| Program Services | 216590 | ProgramServices |
| Management And General | 69204 | ManagementAndGeneral |
| Fundraising | 4278 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168044 | Total |
| Program Services | 125475 | ProgramServices |
| Management And General | 40091 | ManagementAndGeneral |
| Fundraising | 2478 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22499 | Total |
| Management And General | 22499 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12473 | Total |
| Management And General | 12473 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23718 | Total |
| Program Services | 23718 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126335 | Total |
| Program Services | 72350 | ProgramServices |
| Management And General | 48987 | ManagementAndGeneral |
| Fundraising | 4998 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10195 | Total |
| Management And General | 10195 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145942 | Total |
| Program Services | 33891 | ProgramServices |
| Management And General | 112051 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7336 | Total |
| Program Services | 1163 | ProgramServices |
| Management And General | 6173 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267009 | Total |
| Management And General | 267009 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACTED SERVICES | 82174 | 17462 | 64712 |
| MISCELLANEOUS | 75909 | 39031 | 36878 |
| WISH LIST | 34421 | 34421 | |
| CONTINUING EDUCATION | 33330 | 33330 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104911 | Total |
| Program Services | 74161 | ProgramServices |
| Management And General | 30247 | ManagementAndGeneral |
| Fundraising | 503 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4083249 | Total |
| Program Services | 2757946 | ProgramServices |
| Management And General | 1278549 | ManagementAndGeneral |
| Fundraising | 46754 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 868704 | BOY |
| EOY | 808023 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12101 | BOY |
| EOY | 4451 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30272 | BOY |
| EOY | 37407 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17758 | BOY |
| EOY | 24320 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33709 | BOY |
| EOY | 41711 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8786340 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3701059 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5160151 | BOY |
| EOY | 5085281 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2800649 | BOY |
| EOY | 2924922 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7400 | BOY |
| EOY | 7851 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8930944 | BOY |
| EOY | 8934166 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91925 | BOY |
| EOY | 91291 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 292552 | BOY |
| EOY | 268844 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384477 | BOY |
| EOY | 360135 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6219050 | BOY |
| EOY | 6114427 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1194876 | BOY |
| EOY | 1325488 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1132541 | BOY |
| EOY | 1134116 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8546467 | BOY |
| EOY | 8574031 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8930944 | BOY |
| EOY | 8934166 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -96689 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 124253 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 46.84 | TotalAcreage |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2812546 | BeginningOfYearBalance |
| Contributions | 1575 | Contributions |
| Investment Earnings Or Losses | 170601 | InvestmentEarningsOrLosses |
| Other Expenditures | 55000 | OtherExpenditures |
| End Of Year Balance | 2929722 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2136526 | BeginningOfYearBalance |
| Contributions | 277342 | Contributions |
| Investment Earnings Or Losses | 398687 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2812546 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1787737 | BeginningOfYearBalance |
| Contributions | 195000 | Contributions |
| Investment Earnings Or Losses | 262380 | InvestmentEarningsOrLosses |
| Other Expenditures | 108591 | OtherExpenditures |
| End Of Year Balance | 2136526 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1990183 | BeginningOfYearBalance |
| Contributions | 108057 | Contributions |
| Investment Earnings Or Losses | -270095 | InvestmentEarningsOrLosses |
| Other Expenditures | 40408 | OtherExpenditures |
| End Of Year Balance | 1787737 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.22000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.39000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.39000 | TermEndowmentEOYBalance |
| 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 | 402300 | OtherCostOrOtherBasis |
| Book Value | 402300 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6806520 | OtherCostOrOtherBasis |
| Depreciation | 2708823 | Depreciation |
| Book Value | 4097697 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 803355 | OtherCostOrOtherBasis |
| Depreciation | 644807 | Depreciation |
| Book Value | 158548 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 774165 | OtherCostOrOtherBasis |
| Depreciation | 347429 | Depreciation |
| Book Value | 426736 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5085281 | TotalOfBookValueLandBuildings |
| Total Revenue | 3986560 | TotalRevenue |
| Total Expenses | 4083249 | TotalExpenses |
| Excess Or Deficit For Year | -96689 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 124253 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 124253 | TotalAdjustments |
| Excess Or Deficit Per FS | 27564 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3777435 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 124253 | NetUnrealizedGainsInvestments |
| Other Revenues | 6487 | OtherRevenues |
| Revenue Not Rptd F990 | 130740 | RevenueNotRptdF990 |
| Revenue Subtotal | 3646695 | RevenueSubtotal |
| Other Revenues Not Included | 339865 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 339865 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3986560 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3749871 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 6487 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 6487 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3743384 | ExpensesSubtotal |
| Other Expenses Not Included | 339865 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 339865 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4083249 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | LAND HELD IN EASEMENT IS RECORDED AT COST OR, IF DONATED, AT THE ESTIMATED FAIR MARKET VALUE OF THE LAND ON THE DATE OF THE DONATION. SINCE THE SCHOOL INTENDS TO HOLD THE LAND INDEFINITELY, WRITE-DOWNS FOR PERMANENT IMPAIRMENTS IN THE VALUE OF THE LAND ARE NOT RECORDED. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED WITH REVENUE ON FINANCIAL STATEMENTS | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED WITH REVENUE ON FINANCIAL STATEMENTS |
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 | PUBLISHED IN LOCAL NEWSPAPERS | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PROCEEDS FROM PPA | NameOfEvent1 |
| Gross Receipts Event1 | 70815 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 70815 | GrossRevenueEvent1 |
| Gross Receipts Total | 70815 | GrossReceiptsTotal |
| Gross Revenue Total Events | 70815 | GrossRevenueTotalEvents |
| Net Income Summary | 70815 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 40 | NumberOfRecipients |
| Amount Of Cash Grant | 339865 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL GRANTS AWARDED ARE FINANCIAL AID. FAMILIES APPLY AND ARE SELECTED BY COMMITTEE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SCHOOL HAS MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BODY IS APPROVED BY THE MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE FORM 990 BEFORE IT WAS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE SCHOOL COMPILES THE CONFLICTS AND OBTAINS BOARD APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE DETERMINES THE HEADMASTER'S COMPENSATION. THE HEADMASTER DETERMINES THE COMPENSATION OF THE BUSINESS MANAGER AND THE BOARD OF DIRECTORS APPROVES IT IN CONJUCTION WITH APPROVAL OF THE BUDGET. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 124,253. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |