ATLANTA SPEECH SCHOOL INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ATLANTA SPEECH SCHOOL INC (EIN 58-0566198)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-01-10
- IRS object ID
- 201100129349300170
- Schema version
- 2009v1.7
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-10T09:21:41-06:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES AND KOLB | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 PIEDMONT CTR STE 100 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566198 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATLANTA SPEECH SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ATLA | NameControl |
| Phone | 4042335332 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3160 NORTHSIDE PARKWAY NW | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30327 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John ZIMMERMANN | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 4042335332 | Phone |
| Date Signed | 2011-01-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Laura H Heller | Name |
| Phone | 4042627920 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 ZIMMERMANN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3160 NORTHSIDE PARKWAY NW | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30327 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 78452850 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ATLANTASPEECHSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1938 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | To help each person develop his or her full potential through language and literacy. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 47 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 46 | NbrIndependentVotingMembers |
| Total Nbr Employees | 233 | TotalNbrEmployees |
| Total Nbr Volunteers | 778 | TotalNbrVolunteers |
| Total Gross UBI | 200437 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -100413 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1931947 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2284266 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9396266 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10692750 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 648225 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1060212 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 125041 | OtherRevenuePriorYear |
| Other Revenue Current Year | 279926 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12101479 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14317154 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1243221 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1558095 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10384320 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10414171 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 398102 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3291454 | OtherExpensePriorYear |
| Other Expenses Current Year | 3371582 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14918995 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15343848 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2817516 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1026694 | RevenuesLessExpensesCY |
| Total Assets BOY | 52473700 | TotalAssetsBOY |
| Total Assets EOY | 51338054 | TotalAssetsEOY |
| Total Liabilities BOY | 6238923 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3295186 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 46234777 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 48042868 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the Atlanta Speech School is to help each person develop his or her full potential through language and literacy. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6950498 | Expense |
| Grants | 1379360 | Grants |
| Revenue | 7917416 | Revenue |
| Description | The Atlanta Speech School was founded in 1938 to serve children and adults, primarily in metropolitan Atlanta. The organization is particularly focused on helping young children develop language and become proficient readers, despite any obstacles to learning they may have. Our students and clients include those who are deaf or hard of hearing, have learning disabilities including dyslexia, and have speech and language disabilities, as well as children who are typically developing. In our four schools, we serve approximately 380 preschoolers and elementary-age children annually. The four schools are: the KATHERINE HAMM CENTER (for infants, toddlers and elementary-age children who are deaf or hard of hearing by helping them learn through listening, spoken language and reading); the WARDLAW SCHOOL (elementary school for children with learning disabilities including dyslexia); STEPPING STONES (preschool for young children with significant speech and/or language delays); and, the ANNE & JIM KENAN PRESCHOOL (for typically developing children.) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1516473 | Expense |
| Grants | 71465 | Grants |
| Revenue | 924418 | Revenue |
| Description | The Atlanta Speech School operates numerous clinical programs for children and adults that help support language development and literacy. These include: - The SPEECH PATHOLOGY & AUDIOLOGY CLINIC offers a variety of services including evaluation, intervention, and audiology. - The LEARNING EVALUATION CLINIC provides comprehensive psycho-educational evaluations and follow-up planning for children ages four to eighteen. - The OCCUPATIONAL THERAPY CLINIC serves children from infancy toadolescence who experience difficulties in sensory integration and motor skills development. - The LEARNING LAB provides individual and small-group remediation for students who struggle in school. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1390100 | Expense |
| Revenue | 1042011 | Revenue |
| Description | The Atlanta Speech School's Rollins Center for Language & Learning is a professional development program that trains and coaches teachers of children from pre-school through 8th grade, focusing on the teacher providing the students with evidenced based language and literary instruction. We place a priority on achieving improved outcomes for students from low socio-economic circumstances. In order for our youngest, most vulnerable citizens to have the opportunity to be successful in school and break the poverty cycle that is fueled by illiteracy for generation to generation. The crisis that exists for these children is evidenced by the fact that 82% of our children in Georgia from low income families were below grade level.Since 2006, the Rollins Center has trained 509 educators who have impacted the lives of more than 4,500 children. The primary work of the Rollins Center for Language & Learning is through school partnerships, particularly with public schools and school systems and agencies providing preschool services to children disadvantaged by poverty. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2488482 | Expense |
| Grants | 107270 | Grants |
| Revenue | 1438375 | Revenue |
| Description | In addition to its four schools and numerous clinical programs, the Atlanta Speech School offers after-school programs and summer camps that provide children remediation and enrichment opportunities. The Learning Lab provides specialized individual or small group remediation for children who struggle in school. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2488482 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 107270 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1438375 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 12345553 | 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 | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 233 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Nbr Voting Governing Body Members | 47 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 46 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN ZIMMERMANN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4042335332 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3160 NORTHSIDE PARKWAY NW | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30327 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 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 |
|---|---|---|---|---|---|---|---|
| VIRGINIA N ALMAND | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| LEE L LOUGHRAN | |||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| LINDA A CARNES | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS E MARTIN III | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| ANTONIN AECK | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| COURTLANDT B AULT | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| ROBYN RIESER BARKIN | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| DR CRAWFORD F BARNETT | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| BRET BERGMAN | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| DAMERON BLACK III | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH MITCHELL CLEME | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| CAROLINE J DAVIS | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| Susannah Balish | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| KATE EVANS | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| Adelaide Burton | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| DR WALTER FLUKER | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| Mark Hawn | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| LEE DENNY GRIFFITH | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| GREG HEAD | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| REGINA HOLDERNESS | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| ARthUR HOWELL | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| KATHLEEN B HUNSINGER | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| GINGER H JEFFRIES | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| JACKSON KELLY | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| JANE D LANIER | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| BILL LINGINFELTER | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| RHONDA L MATHEISON | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| KATHRYN MILLER | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| ANTHONY MONTAG | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| NANCY O NIEVERA | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| W ENNIS PARKER JR | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| KAREN W PARKS | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| David Love | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA H REID | |||||||
| VICE-CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| RUSS RICHARDS | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| DR JOHN RISKI | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| NANCY BRUMLEY ROBITAILLE | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| ANDREA ROLLINS | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| RAFAEL SAN MIGUEL | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| SUCI JACKSON | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| GLENN WARREN | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| LESLIE WIERMAN | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| SUSIE TROTOCHAUD | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| DAVID KAHN | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| BILLY LEVINE | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| Kim Marks | |||||||
| MEMBER, BOARD OF DIRECTO | 1.00 | X | 0 | 0 | 0 | ||
| Chris Dalton | |||||||
| Staff Representative | 1.00 | X | 32236 | 0 | 0 | ||
| JAMES COMER YATES | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 190596 | 0 | 9884 | X | ||
| JOHN ZIMMERMANN | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 94257 | 0 | 12907 | X | ||
| LESLIE MUNSON | |||||||
| DIRECTOR OF EDUCATION | 40.00 | 118852 | 0 | 6181 | X | ||
| DEBORAH KNIGHT | |||||||
| ROLLINS COORDINATOR | 40.00 | 99965 | 0 | 13143 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 435941 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 28972 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHEF ADVANTAGE | |||||
| 975 COBB PLACE BLVD SUITE 305 | KENNESAW | GA | 30144 | FOOD SERVICE | 291741 |
| Sodexo | |||||
| 830 Westview Drive | Atlanta | GA | 30314 | Facility Management | 181799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 144816 | FundraisingEvents |
| All Other Contributions | 2139450 | AllOtherContributions |
| Noncash Contributions | 38376 | NoncashContributions |
| Total Contributions | 2284266 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 10658514 | 10658514 |
| FOOD SERVICE REVENUE | 900099 | 34236 | 34236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10692750 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 430742 | TotalRevenueColumn |
| Exclusion | $430,742 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 300850 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 100413 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 200437 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 200437 | TotalRevenueColumn |
| Unrelated Business Revenue | 200437 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 64577028 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 63947558 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 629470 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 629470 | TotalRevenueColumn |
| Related Or Exempt Function Income | 629470 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 167214 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 144816 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 87725 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79489 | TotalRevenueColumn |
| Exclusion | $79,489 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14317154 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11322220 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 200437 | UnrelatedBusinessRevenue |
| Exclusion | $510,231 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1558095 | Total |
| Program Services | 1558095 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 342419 | Total |
| Program Services | 30534 | ProgramServices |
| Management And General | 311885 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8466451 | Total |
| Program Services | 6867018 | ProgramServices |
| Management And General | 1328194 | ManagementAndGeneral |
| Fundraising | 271239 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319671 | Total |
| Program Services | 252540 | ProgramServices |
| Management And General | 57541 | ManagementAndGeneral |
| Fundraising | 9590 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635049 | Total |
| Program Services | 501690 | ProgramServices |
| Management And General | 114308 | ManagementAndGeneral |
| Fundraising | 19051 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 650581 | Total |
| Program Services | 513959 | ProgramServices |
| Management And General | 117105 | ManagementAndGeneral |
| Fundraising | 19517 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10079 | Total |
| Management And General | 10079 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34750 | Total |
| Management And General | 34750 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42431 | Total |
| Program Services | 17089 | ProgramServices |
| Management And General | 25342 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112849 | Total |
| Program Services | 78994 | ProgramServices |
| Management And General | 33855 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94208 | Total |
| Program Services | 94208 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212525 | Total |
| Program Services | 175245 | ProgramServices |
| Management And General | 33961 | ManagementAndGeneral |
| Fundraising | 3319 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4628 | Total |
| Program Services | 4628 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1056667 | Total |
| Program Services | 990358 | ProgramServices |
| Management And General | 57109 | ManagementAndGeneral |
| Fundraising | 9200 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44949 | Total |
| Management And General | 44949 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MAINTENANCE AND REPAIRS | 394888 | 323808 | 67131 | 3949 |
| program supplies | 308125 | 308125 | ||
| FOOD SERVICE EXPENSE | 267559 | 267559 | ||
| PROFESSIONAL EDUCATION | 256662 | 255334 | 1328 | |
| BAD DEBT | 81262 | 81262 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 450000 | Total |
| Program Services | 106369 | ProgramServices |
| Management And General | 281394 | ManagementAndGeneral |
| Fundraising | 62237 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15343848 | Total |
| Program Services | 12345553 | ProgramServices |
| Management And General | 2600193 | ManagementAndGeneral |
| Fundraising | 398102 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1276825 | BOY |
| EOY | 1580728 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 672808 | BOY |
| EOY | 750220 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248464 | BOY |
| EOY | 226826 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101924 | BOY |
| EOY | 23571 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 29892540 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7087565 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23731616 | BOY |
| EOY | 22804975 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17839252 | BOY |
| EOY | 156998 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8602811 | BOY |
| EOY | 25794736 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52473700 | BOY |
| EOY | 51338054 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1556605 | BOY |
| EOY | 1588540 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1793181 | BOY |
| EOY | 1706646 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2889137 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6238923 | BOY |
| EOY | 3295186 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40730841 | BOY |
| EOY | 42179779 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1538936 | BOY |
| EOY | 1898089 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3965000 | BOY |
| EOY | 3965000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46234777 | BOY |
| EOY | 48042868 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52473700 | BOY |
| EOY | 51338054 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4320911 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 736704 | InvestmentEarningsOrLosses |
| Other Expenditures | 194468 | OtherExpenditures |
| End Of Year Balance | 4863147 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6097296 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1420319 | InvestmentEarningsOrLosses |
| Other Expenditures | 356066 | OtherExpenditures |
| End Of Year Balance | 4320911 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | 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 | 7064585 | OtherCostOrOtherBasis |
| Book Value | 7064585 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20905881 | OtherCostOrOtherBasis |
| Depreciation | 5749453 | Depreciation |
| Book Value | 15156428 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1922074 | OtherCostOrOtherBasis |
| Depreciation | 1338112 | Depreciation |
| Book Value | 583962 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22804975 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMONFUND INVESTMENTS | 5635150 | F |
| TIFF Investments | 20159586 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 25794736 | TotalOfBookValueSecurities |
| Total Revenue | 14317154 | TotalRevenue |
| Total Expenses | 15343848 | TotalExpenses |
| Excess Or Deficit For Year | -1026694 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2914274 | NetUnrealizedGLOnInvestments |
| Other | -$79,489 | OtherAmount |
| Total Adjustments | 2834785 | TotalAdjustments |
| Excess Or Deficit Per FS | 1808091 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17151939 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2914274 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2914274 | RevenueNotRptdF990 |
| Revenue Subtotal | 14237665 | RevenueSubtotal |
| Other Revenues Not Included | 79489 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 79489 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14317154 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15343848 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15343848 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15343848 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | The Atlanta Speech School believes a strong, well-managed endowment can provide a financial cornerstone for the organization's service to future generations. The Atlanta Speech School conservatively manages its invested funds, following a spending formula that allows for the core of the endowment to remain protected over time and the earnings to be used to support the organization's annual operations and financial aid program. |
| Part XI, Line 8 - Other Adjustments: | Net income from fundraising events | |
| Part XII, Line 4b - Other Adjustments: | Net income from fundraising events |
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 |
| Pub Via Broadcast Media Expln | WEBSITE, BROCHURES, PAMPHLETS AND APPLICATIONS STATE THAT THE ATLANTA SPEECH SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF GENDER, AGE, RACE, RELIGION, OR NATIONAL ORIGIN IN PROVIDING SERVICES TO THE PUBLIC OR IN EMPLOYMENT PRACTICES. AND LOAN PROGRAMS AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | THE SCHOOL RECEIVES FUNDS FROM SEVERAL GEORGIA COUNTIES UNDER BABIES CAN'T WAIT, A STATEWIDE INTERAGENCY SERVICE DELIVERY SYSTEM FOR INFANTS AND TODDLERS WITH DEVELOPMENTAL DELAYS OR DISABILITIES AND THEIR FAMILIES. AMOUNT RECEIVED WAS $25,583. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Fun Run | NameOfEvent1 |
| Gross Receipts Event1 | 42822 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 21340 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 21482 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 9584 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GALA | NameOfEvent2 |
| Gross Receipts Event2 | 269208 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 123476 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 145732 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 20521 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 57620 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 312030 | GrossReceiptsTotal |
| Charitable Contributions Total | 144816 | CharitableContributionsTotal |
| Gross Revenue Total Events | 167214 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 20521 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 67204 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 87725 | DirectExpenseSummaryEvents |
| Net Income Summary | 79489 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 81 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1558095 | AmountOfNonCashAssistance |
| Method Of Valuation | Market value of portion of tuition recipients are not required to pay | MethodOfValuation |
| Description Of Non Cash Assistance | Reduction of tuition | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Families are required to apply for financial aid by submitting the parent's financial statement form through the School and Student Service for Financial Aid (SSS) of the National Association of Independent Schools. A copy of the parent's financial form, income tax statements, W-2's and specific reasons for seeking assistance are submitted to the School's Chief Financial Officer. SSS provides the School and parent its analysis of the parent's financial statement along with their recommendation on the amount the parents are able to pay toward tuition. The School's Financial Aid Committee reviews the information provided by the parents and SSS. Each application is fully discussed and agreement is reached on the amount of financial aid to be awarded. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES COMER YATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 190596 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 9494 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 390 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 200480 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 38376 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR 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 (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | After a draft version of the Form 990 has been prepared, the draft is sent to the audit committee. This committee supervises the financial compliance affairs of the School. At the audit committee meeting, members discuss any issues or concerns they may have with the draft Form 990. After discussion, a motion will be made to accept the draft version of the Form 990. The approved version of the Form 990 is sent to the Board of Directors. Any board member comments and changes are reflected in the version of the Form 990 that is filed. The approved Form 990 is then signed by an officer and filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | Upon election of a person to the Board of Directors, the School conflict of interest policy must be signed. The School sends an annual questionnaire to the Board of Directors so that any new conflicts of interest or changes in conflicts of interest can be documented and the School can act appropriately when a conflict is identified. |
| Form 990, Part VI, Section B, line 15 | Compensation for the Executive Director is approved by the Board of Director's Personnel Committee. The Executive Director's performance is reviewed annually, and the Committee considers comparable salary data for executive directors of organizations in like size and activities. The Board of Directors approves annual salary increases for staff, including senior management. |
| Form 990, Part VI, Section C, line 19 | The School makes its governing documents, conflict of interest policy and financial statements available to the public upon request. |