BLAKE SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BLAKE SCHOOL (EIN 23-7243247)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201220619349303062
- Schema version
- 2010v3.4
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-01T17:00:16-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237243247 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BLAKE SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BLAK | NameControl |
| Phone | 9529883451 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE ROAD SOUTH | AddressLine1 |
| City | HOPKINS | City |
| State | MN | State |
| ZIP Code | 55343 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN C GULLA | Name |
| Title | HEAD OF SCHOOL | Title |
| Phone | 9529883451 | Phone |
| Date Signed | 2012-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | XIAOYAN LUO | Name |
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN C GULLA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE ROAD SOUTH | AddressLine1 |
| City | HOPKINS | City |
| State | MN | State |
| ZIP Code | 55343 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 42901429 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BLAKESCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1900 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE STUDENTS WITH AN EXCELLENT, ACADEMICALLY CHALLENGING EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 580 | TotalNbrEmployees |
| Total Nbr Volunteers | 450 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4722404 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3675566 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 31607045 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32772790 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23181 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1542326 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 111333 | OtherRevenuePriorYear |
| Other Revenue Current Year | 85000 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 36463963 | TotalRevenuePriorYear |
| Total Revenue Current Year | 38075682 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4173643 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4185575 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22783542 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 23509008 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1058747 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9647800 | OtherExpensePriorYear |
| Other Expenses Current Year | 9728077 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 36604985 | TotalExpensesPriorYear |
| Total Expenses Current Year | 37422660 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -141022 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 653022 | RevenuesLessExpensesCY |
| Total Assets BOY | 88285784 | TotalAssetsBOY |
| Total Assets EOY | 96189207 | TotalAssetsEOY |
| Total Liabilities BOY | 20241108 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20117924 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 68044676 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 76071283 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE BLAKE SCHOOL PROVIDES STUDENTS WITH AN EXCELLENT, ACADEMICALLY CHALLENGING EDUCATION IN A DIVERSE AND SUPPORTIVE COMMUNITY COMMITTED TO A COMMON SET OF VALUES. STUDENTS ARE EXPECTED TO PARTICIPATE IN AN INTEGRATED PROGRAM OF ACADEMIC, ARTISTIC AND ATHLETIC ACTIVITIES IN PREPARATION FOR COLLEGE, LIFE-LONG LEARNING, COMMUNITY SERVICE AND LIVES AS RESPONSIBLE WORLD CITIZENS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 31969262 | Expense |
| Grants | 4185575 | Grants |
| Revenue | 32772790 | Revenue |
| Description | THE BLAKE SCHOOL IS AN INDEPENDENT PRE-KINDERGARTEN THROUGH GRADE 12 SCHOOL SERVING STUDENTS THROUGHOUT THE TWIN CITIES WITH CAMPUSES LOCATED IN MINNEAPOLIS, HOPKINS AND WAYZATA. ENROLLMENT IN 2010-2011 WAS 1,393 STUDENTS. IN SUPPORT OF ITS COMMITMENT TO CULTURAL AND SOCIOECONOMIC DIVERSITY AS BEING AN ESSENTIAL PART OF ITS EDUCATIONAL GOALS, THE SCHOOL GRANTED $4,185,575 IN FINANCIAL AID TO 263 STUDENTS. | Description |
| Total Program Service Expense | 31969262 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 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 | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 55 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 580 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATRICIA FRASHER NELSON CONTROLLER | NamePerson |
| Telephone Number | 9529883459 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE ROAD SOUTH | AddressLine1 |
| City | HOPKINS | City |
| State | MN | State |
| ZIP Code | 55343 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOHN C GULLA | |||||||
| HEAD OF SCHOOL | 60.00 | X | X | 374651 | 0 | 143685 | |
| ELIZABETH EPPES WINTON | |||||||
| CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| MICHELLE M KEELEY | |||||||
| CHAIR-ELECT | 1.00 | X | X | 0 | 0 | 0 | |
| MARTHA B DAYTON | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| FORREST G BURKE | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| DARREN ACHESON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KARI ALLDREDGE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RANDALL D BARRY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL M BOARDMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| AJAY GUPTA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBIN T HARTWELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN A HOROVITZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW G HUMPHREY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HARSOHENA KAUR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES LESLIE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LOCKIE B MARKUSEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATE MORTENSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NORMAN RICKEMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HUSSEIN SAMATAR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD C SCHMOKER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHANIE SIMON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROGER J SIT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHELLEY CARTHEN WATSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN M WOLF | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH SEIVOLD | |||||||
| MIDDLE SCHOOL DIRECTOR | 60.00 | 157221 | 0 | 39404 | X | ||
| ROBERT KNUTH | |||||||
| DIR OF INSTITUTIONAL ADV | 60.00 | 153271 | 0 | 42385 | X | ||
| MARC BOGURSKY | |||||||
| DIR OF BUSINESS AND FINANCE | 60.00 | 148572 | 0 | 56744 | X | ||
| LUCRETIA WELLS | |||||||
| ASST. HEAD OF SCHOOL | 60.00 | 133109 | 0 | 21238 | X | ||
| JULIE VANG | |||||||
| ASSOCIATE LOWER SCHOOL HEAD | 60.00 | 118609 | 0 | 25189 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1085433 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 328645 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TAHER INC | |||||
| 5570 SMETANA DR | MINNETONKA | MN | 55343 | FOOD SERVICES | 1346899 |
| FIVE STAR H ENTERPRISES INC | |||||
| PO BOX 14612 | MINNEAPOLIS | MN | 55414 | JANITORIAL | 280142 |
| CONSTRUCTION RESULTS CORP | |||||
| 14170 23RD AVE N | MINNEAPOLIS | MN | 55447 | CONSTRUCTION | 182961 |
| HBM SERVICES INC | |||||
| PO BOX 3903 | MINNEAPOLIS | MN | 55403 | JANITORIAL | 177184 |
| VISIONS INC | |||||
| PO BOX 9438 | MINNEAPOLIS | MN | 55440 | PRINTING/PUBLICATIONS | 138511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| All Other Contributions | 3675566 | AllOtherContributions |
| Noncash Contributions | 68081 | NoncashContributions |
| Total Contributions | 3675566 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611600 | 29313206 | 29313206 |
| FEES | 611600 | 1638451 | 1638451 |
| AUXILIARY SERVICES | 611710 | 1560232 | 1560232 |
| OTHER STUDENT REVENUE | 611710 | 260901 | 260901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32772790 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1096761 | TotalRevenueColumn |
| Exclusion | $1,096,761 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5266662 | Securities |
| Other | 4650 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4825747 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 440915 | Securities |
| Other | 4650 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 445565 | TotalRevenueColumn |
| Exclusion | $445,565 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARENT ASSOCIATION REV | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 85000 | TotalRevenueColumn |
| Exclusion | $85,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 85000 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38075682 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32772790 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,627,326 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4185575 | Total |
| Program Services | 4185575 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 518336 | Total |
| Management And General | 518336 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18016830 | Total |
| Program Services | 15929570 | ProgramServices |
| Management And General | 1510335 | ManagementAndGeneral |
| Fundraising | 576925 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1306413 | Total |
| Program Services | 1106372 | ProgramServices |
| Management And General | 156772 | ManagementAndGeneral |
| Fundraising | 43269 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2337386 | Total |
| Program Services | 1908133 | ProgramServices |
| Management And General | 405699 | ManagementAndGeneral |
| Fundraising | 23554 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1330043 | Total |
| Program Services | 1142440 | ProgramServices |
| Management And General | 146064 | ManagementAndGeneral |
| Fundraising | 41539 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47869 | Total |
| Management And General | 47869 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45880 | Total |
| Management And General | 45880 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113226 | Total |
| Management And General | 113226 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1751670 | Total |
| Program Services | 1650502 | ProgramServices |
| Management And General | 88395 | ManagementAndGeneral |
| Fundraising | 12773 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233478 | Total |
| Program Services | 20636 | ProgramServices |
| Management And General | 199460 | ManagementAndGeneral |
| Fundraising | 13382 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 477618 | Total |
| Program Services | 227410 | ProgramServices |
| Management And General | 109334 | ManagementAndGeneral |
| Fundraising | 140874 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547649 | Total |
| Program Services | 547649 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1421167 | Total |
| Program Services | 1356016 | ProgramServices |
| Management And General | 57774 | ManagementAndGeneral |
| Fundraising | 7377 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 443448 | Total |
| Program Services | 418380 | ProgramServices |
| Management And General | 17226 | ManagementAndGeneral |
| Fundraising | 7842 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239039 | Total |
| Program Services | 60061 | ProgramServices |
| Management And General | 124604 | ManagementAndGeneral |
| Fundraising | 54374 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524615 | Total |
| Program Services | 492981 | ProgramServices |
| Management And General | 31634 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1802127 | Total |
| Program Services | 1527844 | ProgramServices |
| Management And General | 178230 | ManagementAndGeneral |
| Fundraising | 96053 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150960 | Total |
| Program Services | 10846 | ProgramServices |
| Management And General | 140114 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSTRUCTIONAL EXPENSES | 1106784 | 1080926 | 0 | 25858 |
| REPAIRS & MAINTENANCE | 156247 | 145613 | 10457 | 177 |
| PROF. DEVELOPMENT | 139379 | 112919 | 21900 | 4560 |
| RECRUITING EXPENSES | 127309 | 0 | 127309 | 0 |
| PARENTS ASSOCIATION EXP | 85000 | 0 | 85000 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314612 | Total |
| Program Services | 45389 | ProgramServices |
| Management And General | 259033 | ManagementAndGeneral |
| Fundraising | 10190 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37422660 | Total |
| Program Services | 31969262 | ProgramServices |
| Management And General | 4394651 | ManagementAndGeneral |
| Fundraising | 1058747 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 656441 | BOY |
| EOY | 2598018 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2455015 | BOY |
| EOY | 625472 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1289168 | BOY |
| EOY | 1258015 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201991 | BOY |
| EOY | 179419 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37956 | BOY |
| EOY | 57102 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113329 | BOY |
| EOY | 56983 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 67310370 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 28544093 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39117527 | BOY |
| EOY | 38766277 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40353661 | BOY |
| EOY | 48117793 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3758749 | BOY |
| EOY | 4260720 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 292489 | BOY |
| EOY | 269400 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9458 | BOY |
| EOY | 8 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88285784 | BOY |
| EOY | 96189207 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3698656 | BOY |
| EOY | 3755705 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1983997 | BOY |
| EOY | 2658435 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14076234 | BOY |
| EOY | 13195501 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 33812 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482221 | BOY |
| EOY | 474471 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20241108 | BOY |
| EOY | 20117924 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43995485 | BOY |
| EOY | 48712660 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3729286 | BOY |
| EOY | 5620435 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20319905 | BOY |
| EOY | 21738188 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68044676 | BOY |
| EOY | 76071283 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88285784 | BOY |
| EOY | 96189207 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 653022 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7373585 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41226620 | BeginningOfYearBalance |
| Contributions | 902899 | Contributions |
| Investment Earnings Or Losses | 8463944 | InvestmentEarningsOrLosses |
| Other Expenditures | 1716028 | OtherExpenditures |
| End Of Year Balance | 48877435 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36502932 | BeginningOfYearBalance |
| Contributions | 1618409 | Contributions |
| Investment Earnings Or Losses | 4827806 | InvestmentEarningsOrLosses |
| Other Expenditures | 1722527 | OtherExpenditures |
| End Of Year Balance | 41226620 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43257326 | BeginningOfYearBalance |
| Contributions | 1660971 | Contributions |
| Investment Earnings Or Losses | -9689723 | InvestmentEarningsOrLosses |
| Other Expenditures | 2738931 | OtherExpenditures |
| Administrative Expenses | -4013289 | AdministrativeExpenses |
| End Of Year Balance | 36502932 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.54000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.37000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3157077 | OtherCostOrOtherBasis |
| Book Value | 3157077 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56567324 | OtherCostOrOtherBasis |
| Depreciation | 22541346 | Depreciation |
| Book Value | 34025978 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 226671 | OtherCostOrOtherBasis |
| Depreciation | 65334 | Depreciation |
| Book Value | 161337 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7273375 | OtherCostOrOtherBasis |
| Depreciation | 5937413 | Depreciation |
| Book Value | 1335962 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 85923 | OtherCostOrOtherBasis |
| Book Value | 85923 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 38766277 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSET RETIREMENT OBLIGATION | $375,552 |
| SPLIT-INTEREST AGREEMENTS PAYABLE | $98,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 474471 | TotalOfAmounts |
| Total Revenue | 38075682 | TotalRevenue |
| Total Expenses | 37422660 | TotalExpenses |
| Excess Or Deficit For Year | 653022 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 7333680 | NetUnrealizedGLOnInvestments |
| Other | $39,905 | OtherAmount |
| Total Adjustments | 7373585 | TotalAdjustments |
| Excess Or Deficit Per FS | 8026607 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 41065466 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7333680 | NetUnrealizedGainsInvestments |
| Other Revenues | 39905 | OtherRevenues |
| Revenue Not Rptd F990 | 7373585 | RevenueNotRptdF990 |
| Revenue Subtotal | 33691881 | RevenueSubtotal |
| Investment Expenses Not Included | 113226 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 4270575 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4383801 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 38075682 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 33038859 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 33038859 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 113226 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 4270575 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4383801 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 37422660 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE SCHOOL HAS RECORDED A LIABILITY FOR FUNDS IN WHICH THE SCHOOL IS THE FISCAL AGENT FOR VARIOUS ORGANIZATIONS. | |
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 300 FUNDS THAT ARE USED TO PROVIDE FINANCIAL AID AND INSTRUCTIONAL PROGRAMS FOR STUDENTS, TO PROVIDE DEVELOPMENT OPPORTUNITIES FOR FACULTY, AND TO SUPPORT SCHOOL OPERATIONS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE SCHOOL QUALIFIES AS A TAX-EXEMPT NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATUTES OF MINNESOTA LAW. ACCORDINGLY, INCOME TAXES HAVE NOT BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION UNDER APPLICABLE ACCOUNTING GUIDANCE. THE SCHOOL'S TAX RETURNS ARE SUBJECT TO REVIEW FOR INCOME TAX PURPOSES FOR FISCAL YEARS ENDED JUNE 30, 2008 THROUGH 2011. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 39,905. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 39,905. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 4,185,575. PARENT ASSOCIATION REVENUE 85,000. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 4,185,575. PARENT ASSOCIATION EXPENSES 85,000. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
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 | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE SCHOOL'S NONDISCRIMINATION POLICY IS PUBLISHED IN MULTIPLE MEDIA AT BLAKE, INCLUDING ON ITS WEBSITE, IN PUBLICATIONS, ESPECIALLY MEDIA MATERIALS, AND ON POSTERS AT ALL THREE CAMPUSES. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE BLAKE SCHOOL RECEIVES FEDERAL AND STATE FUNDING. |
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 | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 263 | NumberOfRecipients |
| Amount Of Cash Grant | 4185575 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: STUDENT FINANCIAL AID IS APPLIED DIRECTLY TO STUDENT ACCOUNTS FOR TUITION, FEES AND BOOKS. FINANCIAL AID IS AWARDED BASED ON FINANCIAL NEED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 | 1 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN C GULLA | |||||||||||||
| 275000 | 0 | 55000 | 0 | 44651 | 0 | 131400 | 0 | 12285 | 0 | 518336 | 0 | 0 | 0 |
| JOSEPH SEIVOLD | |||||||||||||
| 157149 | 0 | 0 | 0 | 72 | 0 | 32726 | 0 | 6678 | 0 | 196625 | 0 | 0 | 0 |
| ROBERT KNUTH | |||||||||||||
| 153199 | 0 | 0 | 0 | 72 | 0 | 12930 | 0 | 29455 | 0 | 195656 | 0 | 0 | 0 |
| MARC BOGURSKY | |||||||||||||
| 148500 | 0 | 0 | 0 | 72 | 0 | 18660 | 0 | 38084 | 0 | 205316 | 0 | 0 | 0 |
| LUCRETIA WELLS | |||||||||||||
| 133037 | 0 | 0 | 0 | 72 | 0 | 11040 | 0 | 10198 | 0 | 154347 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | JOHN GULLA - HOUSING ALLOWANCE - $50,000 - INCLUDED IN COMPENSATION. JOHN GULLA - SOCIAL CLUB DUES - $4,049 - NOT INCLUDED IN COMPENSATION. JOHN GULLA - SPOUSAL TRAVEL - $438 - INCLUDED IN COMPENSATION. |
| PART I, LINE 1B | THE HOUSING ALLOWANCE PROVIDED TO JOHN GULLA IS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE AS PART OF HIS COMPENSATION PACKAGE AND IS NOT GOVERNED BY REIMBURSEMENT POLICIES. |
| PART I, LINE 4B | JOHN GULLA - HEAD OF SCHOOL - 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN - $100,000 - THE AMOUNT IS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. JOSEPH SEIVOLD - MIDDLE SCHOOL DIRECTOR - 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN - $20,000 - THE AMOUNT IS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CITY OF HOPKINS | |||||||
| 416005247 | 43988PCD0 | 2007-08-01 | 5295000 | REFUNDING/REFINANCE | 0 | 0 | 0 |
| CITY OF WAYZATA | |||||||
| 415005630 | 946826AK0 | 2005-06-23 | 2000000 | FACILITIES CONSTRUCTION | 0 | 0 | 0 |
| CITY OF MINNEAPOLIS | |||||||
| 416005375 | 603876GB4 | 2010-05-19 | 7445000 | REFUNDING/REFINANCE | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Refunding EscrowRefundingEscrow | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 5199572 | 5310013 | 105900 | 4541 | 2008 | 0 | 1 | 1 | 1 | |||
| 1985134 | 40000 | 2006 | 0 | 0 | 1 | 1 | 1945134 | ||||
| 7761234 | 149450 | 0 | 1 | 0 | 1 | 6829403 | 4490 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 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 |
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Grant | 57795 | AmountOfGrant |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistance |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 68081 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK MARKET QUOTES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | UBS FINANCIAL SERVICES PROCESS ALL STOCK CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO ITS FILING, THE FORM 990 WAS REVIEWED BY THE DIRECTOR OF BUSINESS AND FINANCE AND THE HEAD OF SCHOOL, THEN PROVIDED TO ALL TRUSTEES FOR APPROVAL. | |
| THE SCHOOL'S CONFLICT OF INTEREST POLICY APPLIES TO ITS TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY AND OTHER EMPLOYEES. WHEN A POTENTIAL CONFLICT OF INTEREST EXISTS, THE PERSON WITH THE CONFLICT NOTIFIES THE CHAIR OF THE BOARD OF TRUSTEES OR THE HEAD OF SCHOOL, SO THAT THEY MAY TAKE APPROPRIATE ACTIONS. A TRUSTEE WHO IS DIRECTLY OR INDIRECTLY INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY ACTION OF THE BOARD REGARDING THE POTENTIAL CONFLICT AND IS NOT COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING OF THE BOARD WHERE THE POTENTIAL CONFLICT IS CONSIDERED. PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE COMPENSATION PACKAGES FOR THE HEAD OF SCHOOL AND OTHER SIGNIFICANT POSITIONS DESIGNATED BY THE SCHOOL (INCLUDING DIRECTOR OF BUSINESS AND FINANCE, DIRECTOR OF INSTITUTIONAL ADVANCEMENT, ASSISTANT HEAD OF SCHOOL, UPPER SCHOOL DIRECTOR, MIDDLE SCHOOL DIRECTOR AND LOWER SCHOOL DIRECTOR) ARE EACH REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD ANNUALLY. THE COMMITTEE IS COMPRISED ENTIRELY OF INDEPENDENT PERSONS AND UTILIZES SALARY AND BENEFIT SURVEY DATA OBTAINED FROM VARIOUS SOURCES. MINUTES FROM THE MEETING ARE MAINTAINED AND APPROVED BY THE COMMITTEE. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN DURING THE 2010-2011 SCHOOL YEAR FOR THE HEAD OF SCHOOL, J. GULLA AND ALL OTHER POSITIONS LISTED THAT ARE INCLUDED AS HIGHEST COMPENSATED EMPLOYEES REPORTED IN SCHEDULE J, PART II. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 7,333,680. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 39,905. TOTAL TO FORM 990, PART XI, LINE 5: 7,373,585. | FORM 990, PART XI, LINE 5: |