THE BAYLOR SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE BAYLOR SCHOOL (EIN 62-0126365)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-04
- IRS object ID
- 201203399349300620
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-04T14:04:01-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620852719 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH DECOSIMO AND COMPANY PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 TALLAN FINANCIAL CENTER | AddressLine1 |
| City | CHATTANOOGA | City |
| State | TN | State |
| ZIP Code | 37402 | 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 | 620126365 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAYLOR SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAYL | NameControl |
| Phone | 4232678505 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1337 | AddressLine1 |
| City | CHATTANOOGA | City |
| State | TN | State |
| ZIP Code | 37405 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DALLAS JOSEPH JR | Name |
| Title | VICE PRESIDENT/TREASURER | Title |
| Phone | 4232678505 | Phone |
| Date Signed | 2012-11-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES T MORRISON | Name |
| PTIN | P00211883 | PTIN |
| Phone | 4237567100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SCOTT WILSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 BAYLOR SCHOOL ROAD | AddressLine1 |
| City | CHATTANOOGA | City |
| State | TN | State |
| ZIP Code | 37405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 54857821 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BAYLORSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1893 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | THE BAYLOR SCHOOL IS A CO-EDUCATIONAL DAY AND BOARDING COLLEGE PREPARATORY INSTITUTION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 477 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -10301 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3547719 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4809834 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26899803 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28066958 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3007100 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8996528 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -52628 | OtherRevenuePriorYear |
| Other Revenue Current Year | -6945 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33401994 | TotalRevenuePriorYear |
| Total Revenue Current Year | 41866375 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5547582 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15023513 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14547896 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 15697 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 803797 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18735340 | OtherExpensePriorYear |
| Other Expenses Current Year | 15459999 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33774550 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35555477 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -372556 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6310898 | RevenuesLessExpensesCY |
| Total Assets BOY | 165547347 | TotalAssetsBOY |
| Total Assets EOY | 158296623 | TotalAssetsEOY |
| Total Liabilities BOY | 34140512 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 31135493 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 131406835 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 127161130 | NetAssetsOrFundBalancesEOY |
| Mission Description | OUR MISSION IS TO INSTILL THE DESIRE AND THE ABILITY TO MAKE A POSITIVE DIFFERENCE IN THE WORLD | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 27857207 | Expense |
| Revenue | 28026268 | Revenue |
| Description | EDUCATION OF MIDDLE- AND HIGH-SCHOOL STUDENTS; APPROXIMATELY 1,070 TOTAL STUDENTS | Description |
| Total Program Service Expense | 27857207 | 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 | 1 | 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 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 84 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 477 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALLAS JOSEPH II | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4232678505 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1337 | AddressLine1 |
| City | CHATTANOOGA | City |
| State | TN | State |
| ZIP Code | 37405 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 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 |
|---|---|---|---|---|---|---|---|
| H ALLEN COREY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BETH CRIMMINS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES C HUDSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KEITH R EISCHEID | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WM RANDOLPH JAMES | |||||||
| BOARD CHAIRMAN | 2.00 | X | 0 | 0 | 0 | X | |
| TIMOTHY A KELLY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| C SCOTT MAYFIELD JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT A WILSON | |||||||
| HEADMASTER | 40.00 | X | 278573 | 0 | 95530 | X | |
| VIRGINIA ANNE SHARBER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LAUREN C TEMPLETON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CARTER J LYNCH III | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| DR WENDY A OAKES | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM C OEHMIG | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS A PRITCHARD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ALEXANDER GUERRY III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GH PATTEN PETTWAY JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| G LEYDEN PUGH JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BEN R PROBASCO | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THILO D BEST | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ALLEN C BROWN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PATTI FRIERSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DALLAS JOSEPH JR | |||||||
| VICE PRESIDENT FINANCE | 40.00 | 161973 | 0 | 58704 | X | ||
| JIM STOVER | |||||||
| ASSOCIATE HEAD FOR ACADEMI | 40.00 | 180397 | 0 | 21005 | X | ||
| ROBERT DERING | |||||||
| ASSIST. HEADMASTER | 40.00 | 104970 | 0 | 15541 | X | ||
| SHAW WILSON | |||||||
| UPPER SCHOOL HEAD | 40.00 | 102016 | 0 | 13613 | X | ||
| WILLIS MURDOCK | |||||||
| DIR. OF FINANCIAL AID | 40.00 | 112735 | 0 | 34619 | X | ||
| MATTSON LEWIS | |||||||
| VP OF DEVELOPMENT | 40.00 | 108675 | 0 | 13321 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1049339 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 252333 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SKH CONSTRUCTIONS | |||||
| 409 HARPER STREET | CHATTANOOGA | TN | 37405 | CONSTRUCTION | 486129 |
| MOUNTAIN CITY LANDSCAPE | |||||
| 4131 SOUTH CREEK ROAD | CHATTANOOGA | TN | 37406 | LANDSCAPING SERVICES | 398423 |
| WALDEN SECURITY | |||||
| PO BOX 932578 | ATLANTA | GA | 31193 | SECURITY SERVICES | 240510 |
| CUSTOM CUSTODIAL INC | |||||
| 4300 N ACCESS ROAD STE F | CHATTANOOGA | TN | 37415 | CLEANING SERVICES | 148215 |
| GARY W HUTTON CONSTRUCTION | |||||
| 2013 ALBEMARLE DRIVE | HIXSON | TN | 37343 | CONSTRUCTION | 142320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| All Other Contributions | 4809834 | AllOtherContributions |
| Noncash Contributions | 611384 | NoncashContributions |
| Total Contributions | 4809834 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611710 | 25753908 | 25753908 |
| ATHLETICS | 611710 | 676627 | 676627 |
| STUDENT ACTIVITES | 611710 | 412284 | 412284 |
| SUMMER PROGRAM | 611710 | 331654 | 331654 |
| FOOD SERVICES | 611710 | 301250 | 301250 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 591235 | TotalRevenueColumn |
| Related Or Exempt Function Income | 591235 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28066958 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 330370 | TotalRevenueColumn |
| Exclusion | $330,370 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 13700 | 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 | 13700 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13700 | TotalRevenueColumn |
| Exclusion | $13,700 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21365793 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12698635 | Securities |
| Other | 1000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8667158 | Securities |
| Other | -1000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8666158 | TotalRevenueColumn |
| Exclusion | $8,666,158 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 20045 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20045 | TotalRevenueColumn |
| Exclusion | $20,045 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 251121 | GrossSalesOfInventory |
| Cost Of Goods Sold | 291811 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -40690 | TotalRevenueColumn |
| Related Or Exempt Function Income | -40690 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41866375 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28026268 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,030,273 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5547582 | Total |
| Program Services | 5547582 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1049339 | Total |
| Program Services | 815671 | ProgramServices |
| Management And General | 194256 | ManagementAndGeneral |
| Fundraising | 39412 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11454749 | Total |
| Program Services | 8903989 | ProgramServices |
| Management And General | 2120530 | ManagementAndGeneral |
| Fundraising | 430230 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 948220 | Total |
| Program Services | 733411 | ProgramServices |
| Management And General | 176896 | ManagementAndGeneral |
| Fundraising | 37913 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223690 | Total |
| Program Services | 16958 | ProgramServices |
| Management And General | 204852 | ManagementAndGeneral |
| Fundraising | 1880 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 871898 | Total |
| Program Services | 484720 | ProgramServices |
| Management And General | 362401 | ManagementAndGeneral |
| Fundraising | 24777 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191919 | Total |
| Program Services | 107744 | ProgramServices |
| Management And General | 76763 | ManagementAndGeneral |
| Fundraising | 7412 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91542 | Total |
| Program Services | 638 | ProgramServices |
| Management And General | 90904 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42329 | Total |
| Management And General | 42329 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126973 | Total |
| Management And General | 126973 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47576 | Total |
| Program Services | 5191 | ProgramServices |
| Management And General | 39525 | ManagementAndGeneral |
| Fundraising | 2860 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81703 | Total |
| Program Services | 21472 | ProgramServices |
| Management And General | 57011 | ManagementAndGeneral |
| Fundraising | 3220 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 948421 | Total |
| Program Services | 695547 | ProgramServices |
| Management And General | 173811 | ManagementAndGeneral |
| Fundraising | 79063 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102963 | Total |
| Program Services | 84279 | ProgramServices |
| Management And General | 12531 | ManagementAndGeneral |
| Fundraising | 6153 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29197 | Total |
| Program Services | 29197 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 906369 | Total |
| Program Services | 634020 | ProgramServices |
| Management And General | 242911 | ManagementAndGeneral |
| Fundraising | 29438 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 483097 | Total |
| Program Services | 483097 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2479737 | Total |
| Program Services | 1946919 | ProgramServices |
| Management And General | 532818 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 972526 | Total |
| Program Services | 503219 | ProgramServices |
| Management And General | 445814 | ManagementAndGeneral |
| Fundraising | 23493 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ALLOCATION OF MAINTENAN | 4484365 | 3902093 | 573855 | 8417 |
| OTHER ADMINISTRATIVE EX | 1559007 | 771113 | 682611 | 105283 |
| MAINTENANCE AND REPAIRS | 1325189 | 839808 | 481135 | 4246 |
| FOOD SERVICE | 898488 | 898488 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 688598 | Total |
| Program Services | 432051 | ProgramServices |
| Management And General | 256547 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35555477 | Total |
| Program Services | 27857207 | ProgramServices |
| Management And General | 6894473 | ManagementAndGeneral |
| Fundraising | 803797 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16773179 | BOY |
| EOY | 18379882 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2764493 | BOY |
| EOY | 2221674 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3289380 | BOY |
| EOY | 4163060 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 177276 | BOY |
| EOY | 175553 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227392 | BOY |
| EOY | 282973 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 88657510 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 39541823 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49484642 | BOY |
| EOY | 49115687 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92218827 | BOY |
| EOY | 83317818 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 612158 | BOY |
| EOY | 639976 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165547347 | BOY |
| EOY | 158296623 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1702884 | BOY |
| EOY | 1198636 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15852562 | BOY |
| EOY | 17480851 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16550000 | BOY |
| EOY | 12450000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35066 | BOY |
| EOY | 6006 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34140512 | BOY |
| EOY | 31135493 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96694628 | BOY |
| EOY | 92751712 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11042357 | BOY |
| EOY | 8825682 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23669850 | BOY |
| EOY | 25583736 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131406835 | BOY |
| EOY | 127161130 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165547347 | BOY |
| EOY | 158296623 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6310898 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -10556603 | 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 | 92924750 | BeginningOfYearBalance |
| Contributions | 1820451 | Contributions |
| Investment Earnings Or Losses | -1520212 | InvestmentEarningsOrLosses |
| Other Expenditures | 6629500 | OtherExpenditures |
| Administrative Expenses | 190243 | AdministrativeExpenses |
| End Of Year Balance | 86405246 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 75915525 | BeginningOfYearBalance |
| Contributions | 653137 | Contributions |
| Investment Earnings Or Losses | 20041563 | InvestmentEarningsOrLosses |
| Other Expenditures | 3387505 | OtherExpenditures |
| Administrative Expenses | 297970 | AdministrativeExpenses |
| End Of Year Balance | 92924750 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63698282 | BeginningOfYearBalance |
| Contributions | 8616019 | Contributions |
| Investment Earnings Or Losses | 6914261 | InvestmentEarningsOrLosses |
| Other Expenditures | 3072555 | OtherExpenditures |
| Administrative Expenses | 240482 | AdministrativeExpenses |
| End Of Year Balance | 75915525 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80222238 | BeginningOfYearBalance |
| Contributions | 236393 | Contributions |
| Investment Earnings Or Losses | -13164985 | InvestmentEarningsOrLosses |
| Other Expenditures | 3524498 | OtherExpenditures |
| Administrative Expenses | 70866 | AdministrativeExpenses |
| End Of Year Balance | 63698282 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.63280 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.36720 | 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 | 2057617 | OtherCostOrOtherBasis |
| Book Value | 2057617 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 75414966 | OtherCostOrOtherBasis |
| Depreciation | 30393117 | Depreciation |
| Book Value | 45021849 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10788129 | OtherCostOrOtherBasis |
| Depreciation | 8948706 | Depreciation |
| Book Value | 1839423 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 396798 | OtherCostOrOtherBasis |
| Depreciation | 200000 | Depreciation |
| Book Value | 196798 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 49115687 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| U.S. AND GLOBAL EX U.S. EQUITY | 30617875 | F |
| FIXED INCOME | 4053931 | F |
| HEDGE FUNDS | 37122071 | F |
| REAL ESTATE | 616545 | F |
| PRIVATE EQUITY | 10907396 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 83317818 | TotalOfBookValueSecurities |
| Total Revenue | 41866375 | TotalRevenue |
| Total Expenses | 35555477 | TotalExpenses |
| Excess Or Deficit For Year | 6310898 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -10584421 | NetUnrealizedGLOnInvestments |
| Other | $27,818 | OtherAmount |
| Total Adjustments | -10556603 | TotalAdjustments |
| Excess Or Deficit Per FS | -4245705 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 26523279 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -10584421 | NetUnrealizedGainsInvestments |
| Other Revenues | -5051486 | OtherRevenues |
| Revenue Not Rptd F990 | -15635907 | RevenueNotRptdF990 |
| Revenue Subtotal | 42159186 | RevenueSubtotal |
| Other Revenues Not Included | -292811 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -292811 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 41866375 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 30768984 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 292811 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 292811 | ExpensesNotRptdF990 |
| Expenses Subtotal | 30476173 | ExpensesSubtotal |
| Other Expenses Not Included | 5079304 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5079304 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 35555477 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CASH SURRENDER VALUE OF LIFE INSURANCE 27,818. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID REPORTED AS AN EXPENSE ON 990 -4,838,103. BAD DEBT REPORTED AS AN EXPENSE ON 990 -241,201. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 27,818. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COGS NETTED AGAINST BOOK STORE SALES -291,811. DISPOSAL OF EQUIPMENT -1,000. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COGS NETTED AGAINST BOOK STORE SALES 291,811. DISPOSAL OF EQUIPMENT 1,000. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID REPORTED AS AN EXPENSE ON 990 4,838,103. BAD DEBT REPORTED AS AN EXPENSE ON 990 241,201. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 0 | 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 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BAYLOR BACKER BOOGIE | NameOfEvent1 |
| Gross Receipts Event1 | 20045 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 20045 | GrossRevenueEvent1 |
| Gross Receipts Total | 20045 | GrossReceiptsTotal |
| Gross Revenue Total Events | 20045 | GrossRevenueTotalEvents |
| Net Income Summary | 20045 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| DAY STUDENT FINANCIAL AID | 293 | 2811998 | FMV | TUITION CREDIT |
| BOARDING STUDENT FINANCIAL AID | 81 | 2009604 | FMV | TUITION CREDIT |
| DEPENDENT TUITION REMISSION | 50 | 725980 | FMV | TUITION CREDIT |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT A WILSON | |||||||||||||
| 278573 | 0 | 0 | 0 | 0 | 0 | 48906 | 0 | 46624 | 0 | 374103 | 0 | 366841 | 0 |
| DALLAS JOSEPH JR | |||||||||||||
| 148491 | 0 | 0 | 0 | 13482 | 0 | 42178 | 0 | 16526 | 0 | 220677 | 0 | 206185 | 0 |
| JIM STOVER | |||||||||||||
| 120000 | 0 | 0 | 0 | 60397 | 0 | 14607 | 0 | 6398 | 0 | 201402 | 0 | 142320 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| TRUSTEES | |||
| INVESTMENT IN FUNDS | 3096600 | THE SCHOOL HOLDS APPROXIMATELY $3,096,600 AND $3,796,172 AS OF JUNE 30, 2012 AND 2011, RESPECTIVELY, IN VARIOUS INVESTMENT PARTNERSHIPS OF WHICH TRUSTEES ARE MEMBERS OF THE PARTNERSHIPS' MANAGEMENT. | 0 |
| FORMER TRUSTEE | |||
| INVESTMENT IN FUNDS | 12847966 | THE SCHOOL HOLDS APPROXIMATELY $12,847,966, AS OF JUNE 30, 2012, IN VARIOUS INVESTMENT PARTNERSHIPS OF WHICH A FORMER TRUSTEE IS A MEMBER OF THE PARTNERSHIPS' MANAGEMENT. NONE OF THE INVESTMENTS EXCEED 1% OF THE RESPECTIVE PARTNERSHIPS' INTERESTS. | 0 |
| NONVOTING TRUSTEE | |||
| SCHOOL'S ATTORNEY | 79546 | THE SCHOOL'S ATTORNEY IS A NONVOTING BOARD MEMBER AND THE FIRM IN WHICH HE IS A MEMEBER RECEIVED $79,546 IN LEGAL FEES FOR THE YEAR ENDED JUNE 30, 2012. | 0 |
| TRUSTEE | |||
| CONTRACT SERVICES | 104220 | A TRUSTEE'S SPOUSE OWNS AN ELECTRICAL COMPANY WHICH DOES SIGNIFICANT WORK ON THE SCHOOL'S CAMPUS. THE COMPANY RECEIVED $104,220 FOR SERVICES FOR THE YEAR ENDED JUNE 30, 2012. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 27 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 611384 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES ARE INVESTED IN PRIVATE EQUITY AND/OR HEDGE FUNDS MANAGED BY TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE COMMITTEE AND VP OF FINANCE ARE RESPONSIBLE FOR REVIEWING THE 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS STRICTLY ENFORCED AND ANY EXCEPTIONS REQUIRE BOARD APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 15 | DETERMINATION INCLUDES OUTSIDE USE OF OUTSIDE CONSULTANTS, COMPARABLE DATA FROM MULTIPLE SOURCES INCLUDING DATA FROM THE NATIONAL ASSOC. OF INDEPENDENT SCHOOLS. APPROVAL OF SALARIES ARE THROUGH THE BOARD OR HEAD OF SCHOOL. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE HEAD OF SCHOOL. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -10,584,421. CASH SURRENDER VALUE OF LIFE INSURANCE 27,818. TOTAL TO FORM 990, PART XI, LINE 5: -10,556,603. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | NO CHANGE |