NORFOLK COLLEGIATE SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NORFOLK COLLEGIATE SCHOOL (EIN 54-0806413)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-12
- IRS object ID
- 201341039349300724
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-12T14:55:38-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 272 BENDIX ROAD SUITE 500 | AddressLine1 |
| City | VIRGINIA BEACH | City |
| State | VA | State |
| ZIP Code | 23452 | 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 | 540806413 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORFOLK COLLEGIATE SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORF | NameControl |
| Phone | 7575830919 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7336 GRANBY STREET | AddressLine1 |
| City | NORFOLK | City |
| State | VA | State |
| ZIP Code | 235053492 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT KENNEDY | Name |
| Title | PRESIDENT | Title |
| Phone | 7575830919 | Phone |
| Date Signed | 2013-04-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARON CROUSE | Name |
| PTIN | P00630336 | PTIN |
| Phone | 7574578400 | 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 | SCOTT KENNEDY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7336 GRANBY STREET | AddressLine1 |
| City | NORFOLK | City |
| State | VA | State |
| ZIP Code | 235053492 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14998734 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NORFOLKCOLLEGIATE.ORG | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | SCHOOL | TypeOfOrgOtherDescription |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE A DIVERSE BODY OF STUDENTS TO THRIVE IN A COLLEGE SETTING AND BEYOND. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 41 | NbrIndependentVotingMembers |
| Total Nbr Employees | 260 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1108829 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 794146 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11376666 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10918812 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 465214 | InvestmentIncomePriorYear |
| Investment Income Current Year | 352228 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 291147 | OtherRevenuePriorYear |
| Other Revenue Current Year | 248224 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13241856 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12313410 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1190241 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1160313 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6846055 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6707403 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 26748 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 461348 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4752077 | OtherExpensePriorYear |
| Other Expenses Current Year | 4821079 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12815121 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12688795 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 426735 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -375385 | RevenuesLessExpensesCY |
| Total Assets BOY | 30653709 | TotalAssetsBOY |
| Total Assets EOY | 31070166 | TotalAssetsEOY |
| Total Liabilities BOY | 10589669 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11519107 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20064040 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19551059 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO EDUCATE A DIVERSE BODY OF STUDENTS TO THRIVE IN A COLLEGE SETTING AND BEYOND. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9142419 | Expense |
| Revenue | 11046131 | Revenue |
| Description | OPERATION OF A PRIVATE SCHOOL WITH AN APPROXIMATE ENROLLMENT OF 690 STUDENTS. | Description |
| Total Program Service Expense | 9142419 | 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 | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 260 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 41 | 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 | 1 | 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 | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORFOLK COLLEGIATE SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7575830919 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7336 GRANBY STREET | AddressLine1 |
| City | NORFOLK | City |
| State | VA | State |
| ZIP Code | 235053492 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| FREDERICK V MARTIN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD D ROBERTS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BETSY N MASON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STANLEY G BARR JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| J PATRICK BAKER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ASHLYN M BRANDT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| NEAL P BRODSKY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT H DEFORD III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| HAROLD W GEHMAN JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DIEDRE M GRANGER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEVEN B HALL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| HENRY U HARRIS III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LESLI W HENRY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER KANTER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SUSAN H KELLY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD F KIEFNER JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BARBARA SARRIS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BROOK J SMITH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEFFREY A SWARTZ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOSEPH F BOUCHARD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| W TAYLOR FRANKLIN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEFFREY M SILVERMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ELIZABETH S SMITH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KENNETH C ALEXANDER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARK S BATZEL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN E HERETICK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KEVIN M LARKIN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SUNSHINE M LEINBACH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TED A MATHAS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| G THOMAS MINTON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT A ROBERTSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RONALD A STINE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| VICKI H TOWNSEND | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES T VAIL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SHEPELLE WATKINS-WHITE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BETSY N MASON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CAROL H MOORE | |||||||
| TREASURER | 2.00 | 0 | 0 | 0 | X | ||
| GARY D BONNEWELL | |||||||
| CHAIRMAN OF THE BOARD | 2.00 | 0 | 0 | 0 | X | ||
| ROBERT W MCFARLAND | |||||||
| SECRETARY | 2.00 | 0 | 0 | 0 | X | ||
| HARRISON J PERRINE | |||||||
| VICE -PRESIDENT | 2.00 | 0 | 0 | 0 | X | ||
| SCOTT KENNEDY | |||||||
| PRESIDENT | 60.00 | 194215 | 0 | 3575 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 194215 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3575 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | 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 INC | |||||
| 222 BOSLEY AVE | TOWSON | MD | 21204 | FOOD SERVICE | 631017 |
| TRANQUEST LLC | |||||
| 994 SCOTT STREET | NORFOLK | VA | 23502 | CHARTER BUS SERVICES | 194612 |
| DUKE SERVICES | |||||
| PO BOX 6027 | WILLIAMSBURG | VA | 23188 | CLEANING SERVICES | 138488 |
| CSC | |||||
| 6806 PARAGAN PLACE | RICHMOND | VA | 23230 | LEASING OF ASSETS | 130040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 794146 | AllOtherContributions |
| Total Contributions | 794146 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611710 | 10388212 | 10388212 |
| AUXILIARY SERVISES | 611710 | 419419 | 419419 |
| STUDENT ACTIVITIES | 611710 | 111181 | 111181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10918812 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 243653 | TotalRevenueColumn |
| Exclusion | $243,653 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 65071 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 65071 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65071 | TotalRevenueColumn |
| Exclusion | $65,071 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2705975 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2597400 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 108575 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108575 | TotalRevenueColumn |
| Related Or Exempt Function Income | 108575 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 252333 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 87924 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 164409 | TotalRevenueColumn |
| Exclusion | $164,409 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE REMAINDER T | Description |
| Business Code | 525920 | BusinessCode |
| Total Revenue Column | 18744 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18744 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18744 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12313410 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11046131 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $473,133 | 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 | 1160313 | Total |
| Program Services | 1160313 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188572 | Total |
| Program Services | 62858 | ProgramServices |
| Management And General | 62857 | ManagementAndGeneral |
| Fundraising | 62857 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5491825 | Total |
| Program Services | 4119431 | ProgramServices |
| Management And General | 1221336 | ManagementAndGeneral |
| Fundraising | 151058 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 557850 | Total |
| Management And General | 557850 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469156 | Total |
| Program Services | 334583 | ProgramServices |
| Management And General | 121197 | ManagementAndGeneral |
| Fundraising | 13376 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44651 | Total |
| Management And General | 40956 | ManagementAndGeneral |
| Fundraising | 3695 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41099 | Total |
| Management And General | 41099 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78701 | Total |
| Management And General | 54968 | ManagementAndGeneral |
| Fundraising | 23733 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93172 | Total |
| Management And General | 93172 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93005 | Total |
| Program Services | 73570 | ProgramServices |
| Management And General | 19435 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7300 | Total |
| Management And General | 7300 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185856 | Total |
| Program Services | 185856 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 733630 | Total |
| Program Services | 733630 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57546 | Total |
| Program Services | 57546 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| FACULTY SCHOLARSHIPS | 573030 | 573030 | |
| DINING SERVICES | 550084 | 550084 | |
| UTILITIES | 294429 | 294429 | |
| ATHLETIC DEPT. | 274117 | 274117 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1794459 | Total |
| Program Services | 1296002 | ProgramServices |
| Management And General | 291828 | ManagementAndGeneral |
| Fundraising | 206629 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12688795 | Total |
| Program Services | 9142419 | ProgramServices |
| Management And General | 3085028 | ManagementAndGeneral |
| Fundraising | 461348 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1554723 | BOY |
| EOY | 710739 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5897531 | BOY |
| EOY | 734901 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4180538 | BOY |
| EOY | 3841277 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1060109 | BOY |
| EOY | 1369154 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31006 | BOY |
| EOY | 56782 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95641 | BOY |
| EOY | 62571 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 22153083 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8655123 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13653878 | BOY |
| EOY | 13497960 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3023805 | BOY |
| EOY | 7122007 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1156478 | BOY |
| EOY | 3674775 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30653709 | BOY |
| EOY | 31070166 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1059795 | BOY |
| EOY | 1692438 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3066117 | BOY |
| EOY | 3081361 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6200931 | BOY |
| EOY | 6555480 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262826 | BOY |
| EOY | 189828 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10589669 | BOY |
| EOY | 11519107 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15665296 | BOY |
| EOY | 15494106 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1374939 | BOY |
| EOY | 971101 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3023805 | BOY |
| EOY | 3085852 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20064040 | BOY |
| EOY | 19551059 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30653709 | BOY |
| EOY | 31070166 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -375385 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -137596 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 3525477 | BeginningOfYearBalance |
| Contributions | 58463 | Contributions |
| Investment Earnings Or Losses | 69321 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3653261 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3102377 | BeginningOfYearBalance |
| Contributions | 4996 | Contributions |
| Investment Earnings Or Losses | 418104 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3525477 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2845630 | BeginningOfYearBalance |
| Contributions | 61505 | Contributions |
| Investment Earnings Or Losses | 195242 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3102377 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2644099 | BeginningOfYearBalance |
| Contributions | 356560 | Contributions |
| Investment Earnings Or Losses | -155029 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2845630 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.84470 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.15530 | 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 | 2935042 | OtherCostOrOtherBasis |
| Book Value | 2935042 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16418826 | OtherCostOrOtherBasis |
| Depreciation | 6339245 | Depreciation |
| Book Value | 10079581 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2799215 | OtherCostOrOtherBasis |
| Depreciation | 2315878 | Depreciation |
| Book Value | 483337 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13497960 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST IN ASSETS OF RECIPIENT ORGANIZATION | 1260 |
| BENEFICIAL INTEREST IN REMAINDER TRUST | 445658 |
| CONSTRUCTION IN PROCESS | 3122182 |
| OTHER ASSETS | 105675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3674775 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $96,000 |
| DERIVATIVE FINANCIAL INSTRUMENTS | $93,828 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 189828 | TotalOfAmounts |
| Total Revenue | 12313410 | TotalRevenue |
| Total Expenses | 12688795 | TotalExpenses |
| Excess Or Deficit For Year | -375385 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -221367 | NetUnrealizedGLOnInvestments |
| Other | $83,771 | OtherAmount |
| Total Adjustments | -137596 | TotalAdjustments |
| Excess Or Deficit Per FS | -512981 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11019654 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -221367 | NetUnrealizedGainsInvestments |
| Other Revenues | 87924 | OtherRevenues |
| Revenue Not Rptd F990 | -133443 | RevenueNotRptdF990 |
| Revenue Subtotal | 11153097 | RevenueSubtotal |
| Other Revenues Not Included | 1160313 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1160313 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12313410 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11616406 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 87924 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 87924 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11528482 | ExpensesSubtotal |
| Other Expenses Not Included | 1160313 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1160313 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12688795 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENTS ARE MAINTAINED FOR VARIOUS REASONS SUCH AS STUDENT SCHOLARSHIPS, FINANCIAL ASSISTANCE, AND FACULTY SALARIES. THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 12 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE SCHOOL HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2012. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2009 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | LOSS ON DERIVATIVE INSTRUMENTS 84,998. CHANGES IN NET ASSETS OF RECIPIENT ORGANIZATION -1,227. TOTAL TO SCHEDULE D, PART XI, LINE 8: 83,771. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES PER 8B OF PART VIII 87,924. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANICAL AID 1,160,313. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES PER 8B OF PART VIII 87,924. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,160,313. |
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 | NEWSPAPER ADVERTISEMENT | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 106507 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 106507 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 23733 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FALL FAIR | NameOfEvent2 |
| Gross Receipts Event2 | 47140 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 47140 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 16799 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 98686 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 98686 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 47392 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 252333 | GrossReceiptsTotal |
| Gross Revenue Total Events | 252333 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 87924 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 87924 | DirectExpenseSummaryEvents |
| Net Income Summary | 164409 | 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 | NEED BASED FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 171 | NumberOfRecipients |
| Amount Of Cash Grant | 1160313 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | FINANCIAL AID FOR TUITION | 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: THE SCHOOL HAS A FINANCIAL AID POLICY THAT IS USED TO MONITOR THE USE OF FINANCIAL AID. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SCOTT KENNEDY | NamePerson |
| Base Compensation Filing Org | 194215 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 3575 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 197790 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| NORFOLK AIRPORT AUTHORITY A | ||||||
| 546001465 | 2012-06-27 | 3990750 | BUILDINGS AND STRUCTURES | 0 | 1 | 0 |
| NORFOLK AIRPORT AUTHORITY B | ||||||
| 546001465 | 2012-06-27 | 1330250 | BUILDINGS AND STRUCTURES | 0 | 1 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|
| 330708 | 52313 | 278395 | 0 | 0 | 0 | 0 |
| 110236 | 52312 | 57924 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 1 | 0 | 0 | 0 | 0 |
| 0 | 1 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SCHOOL HAD BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THERE IS A COMMITTEE ON TRUSTEES THAT OVERSEES BOARD MEMBERSHIP. THE NEEDS OF THE BOARD/SCHOOL ARE ALWAYS REVIEWED FOR ITEMS SUCH AS GEOGRAPHIC/WORK/GENDER/DIVERSITY. THIS COMMITTEE SOLICITS MEMBERS FROM WITHIN THE COMMUNITY (OTHER BOARD, STAFF). THE COMMITTEE REVIEWS THEIR ATTRIBUTES AS BEING A PART OF THE BOARD. THEY ARE ALSO INTERVIEWED BY THE BOARD CHAIR AND COMMITTEE ON TRUSTEE CHAIR PRIOR TO BEING PRESENTED TO BOARD FOR VOTING APPROVAL. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD NORMALLY WORKS THROUGH A COMMITTEE STRUCTURE WHICH INCLUDES ADVANCEMENT, BUILDING & GROUNDS, FINANCE, STUDENT LIFE, AND GOVERNANCE. INITIALLY MOST ITEMS ARE DISCUSSED AND BROUGHT TO THE COMMITTEE LEVEL FOR BACKGROUND, RESEARCH, AND REVIEW. AREAS THAT REQUIRE APPROVAL ARE VOTED ON BY COMMITTEE, TAKEN TO THE EXECUTIVE COMMITTEE FOR DISCUSSION/VOTE, AND THEN TAKEN TO THE FULL BOARD FOR DISCUSSION/VOTE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO ITS FILING. IT IS ALSO AVAILABLE TO THE BOARD PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, BOARD MEMBERS ARE REQUIRED TO SUBMIT CONFLICT OF INTEREST STATEMENTS (REFLECTING NONE OR STATED CONFLICTS) TO THE GOVERNANCE COMMITTEE CHAIR. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR ADMINISTRATIVE POSITIONS IS BENCHMARKED USING SEVEN CRITERIA FIELDS OF SALARY BY POSITION FROM NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL AND VIRGINIA ASSOCIATION OF INDEPENDENT SCHOOLS. FOR ADMINISTRATIVE POSITIONS, THE MEDIAN OF THAT DATA IS USED AS A BENCHMARK FOR SALARY DETERMINATION WITHIN THE BUDGET GUIDELINES AND OVERALL STAFF AND FACULTY COST OF LIVING GUIDELINES FOR EACH FISCAL YEAR. HEADMASTER COMPENSATION ALSO USED THE BENCHMARKING CRITERIA AND IS REVIEWED AND SET BY A COMPENSATION COMMITTEE OF BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | NORFOLK COLLEGIATE SCHOOL PROVIDES AND REVIEWS GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY WITH THE BOARD OF TRUSTEES MEMBERS ANNUALLY. THE ANNUAL FINANCIAL STATEMENTS ARE PRESENTED TO THE BOARD OF TRUSTEES AUDIT COMMITTEE, WHO SUBSEQUENTLY PRESENTS THE FINANCIALS TO THE FINANCE COMMITTEE AND THE EXECUTIVE BOARD OF THE TRUSTEES. THE ANNUAL FINANCIAL STATEMENTS ARE ALSO AVAILABLE FOR REVIEW BY ALL MEMBERS OF THE BOARD OF TRUSTEES UPON PRESENTATION TO THE AFOREMENTIONED COMMITTEES. ALL OF THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART X, LINE 24E | BAD DEBTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 65,564. FUNDRAISING EXPENSES 162,163. TOTAL EXPENSES 227,727. JANITORIAL: PROGRAM SERVICE EXPENSES 208,308. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 208,308. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 199,289. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 199,289. TRANSPORTATION: PROGRAM SERVICE EXPENSES 181,167. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 181,167. SUPPLIES: PROGRAM SERVICE EXPENSES 115,516. MANAGEMENT AND GENERAL EXPENSES 10,706. FUNDRAISING EXPENSES 2,509. TOTAL EXPENSES 128,731. EQUIPMENT RENTAL AND MAINTENANCE: PROGRAM SERVICE EXPENSES 109,633. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 109,633. SUMMER PROGRAMS: PROGRAM SERVICE EXPENSES 107,047. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107,047. STUDENT ACTIVITIES: PROGRAM SERVICE EXPENSES 97,470. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,470. EXTENDED CARE: PROGRAM SERVICE EXPENSES 75,479. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,479. LEARNING RESOURCE PROGRAMM: PROGRAM SERVICE EXPENSES 50,349. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,349. PRINTING AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 26,683. FUNDRAISING EXPENSES 16,900. TOTAL EXPENSES 43,583. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 40,119. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,119. RESALE TEXTBOOKS: PROGRAM SERVICE EXPENSES 34,940. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,940. MEMBERSHIP DUES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,958. FUNDRAISING EXPENSES 2,698. TOTAL EXPENSES 25,656. AP TESTING: PROGRAM SERVICE EXPENSES 23,790. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,790. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,251. FUNDRAISING EXPENSES 408. TOTAL EXPENSES 22,659. PRIZES AND GIFTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,061. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,061. VEHICLE OPERATION: PROGRAM SERVICE EXPENSES 21,292. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,292. GUIDANCE COUNSELING: PROGRAM SERVICE EXPENSES 20,476. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,476. LIBRARY: PROGRAM SERVICE EXPENSES 19,891. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,891. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 18,352. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,352. BOARD EXPENSES AND OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,278. FUNDRAISING EXPENSES 11,986. TOTAL EXPENSES 17,264. REAL ESTATE TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,807. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,807. FOOD SPECIAL FUNCTION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,845. FUNDRAISING EXPENSES 2,347. TOTAL EXPENSES 15,192. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,882. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,882. HEADMASTER EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,756. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,756. TUTORING: PROGRAM SERVICE EXPENSES 10,576. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,576. ADMISSION EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,219. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,219. TRAFFIC & SECURITY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,119. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,119. ALUMNI ASSOCIATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,618. TOTAL EXPENSES 7,618. EDUCATIONAL REIMBURSEMENT: PROGRAM SERVICE EXPENSES 2,427. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,427. PROM EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,580. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,580. | ALL OTHER FUNCTIONAL EXPENSES |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -221,367. LOSS ON DERIVATIVE INSTRUMENTS 84,998. CHANGES IN NET ASSETS OF RECIPIENT ORGANIZATION -1,227. TOTAL TO FORM 990, PART XI, LINE 5: -137,596. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORFOLK COLLEGIATE EDUCATIONAL FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7336 GRANBY STREET | AddressLine1 |
| City | NORFOLK | City |
| State | VA | State |
| ZIP Code | 23505 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541893594 | EIN |
| Primary Activities | PROVIDE GRANTS TO NORFOLK COLLEGIATE SCHOOL FOR NEED-BASED FINANCIAL AID. | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORFOLK COLLEGIATE EDUCATIONAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionType |
| Amount Involved | 0 | AmountInvolved |