SUFFIELD ACADEMY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SUFFIELD ACADEMY (EIN 06-0678539)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201101369349302510
- Schema version
- 2009v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T09:02:38-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060678539 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUFFIELD ACADEMY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUFF | NameControl |
| Phone | 8606687315 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 N Main Street | AddressLine1 |
| City | Suffield | City |
| State | CT | State |
| ZIP Code | 06078 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patrick Booth | Name |
| Title | CFO | Title |
| Phone | 8603864477 | Phone |
| Date Signed | 2011-03-30 | DateSigned |
| 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 | Patrick C Booth | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 N Main Street | AddressLine1 |
| City | Suffield | City |
| State | CT | State |
| ZIP Code | 06078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28759585 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.suffieldacademy.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1833 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | Suffield Academy is a coeducational independent secondary school serving a diverse student body of day and boarding students from across the United States and from many foreign countries. The school is grounded in a tradition of academic excellence combined with a strong work ethic; respect for individual differences and a commitment to scholarship guide our curriculum and pedagogy. We engender among our students a sense of responsibility and challenge them to grow in a school community that is both structured and nurturing. We expect our students to emerge from their Suffield experience for a lifetime of learning and active citizenship. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 236 | TotalNbrEmployees |
| Total Nbr Volunteers | 101 | TotalNbrVolunteers |
| Total Gross UBI | 30935 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 20478 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5691910 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6357097 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16690184 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17245756 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 360044 | InvestmentIncomePriorYear |
| Investment Income Current Year | 770723 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 76776 | OtherRevenuePriorYear |
| Other Revenue Current Year | 65345 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22818914 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24438921 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3177857 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3248255 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8675421 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8838062 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 967571 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7363479 | OtherExpensePriorYear |
| Other Expenses Current Year | 7462971 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19216757 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19549288 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3602157 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4889633 | RevenuesLessExpensesCY |
| Total Assets BOY | 82156711 | TotalAssetsBOY |
| Total Assets EOY | 90298025 | TotalAssetsEOY |
| Total Liabilities BOY | 23841752 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 24134063 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 58314959 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 66163962 | NetAssetsOrFundBalancesEOY |
| Mission Description | Suffield Academy is a coeducational independent secondary school serving a diverse student body of day and boarding students from across the United States and from many foreign countries. The school is grounded in a tradition of academic excellence combined with a strong work ethic;respect for individual differences and a commitment to scholarship guide our curriculum and pedagogy. We engender among our students a sense of responsibility and challenge them to grow in a school community that is both structured and nurturing. We expect our students to emerge from their Suffield experience prepared for a lifetime of learning and active citizenship. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15319136 | Expense |
| Grants | 3248255 | Grants |
| Revenue | 17245756 | Revenue |
| Description | Educational Delivery, General/Other; The school provides non-discriminatory eduction to approximately 400 students, Grade 9-12. The education is academic, athletic and social. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 15319136 | 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 | 1 | 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 | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 236 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | HK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | 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 | CT | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suffield Academy | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8606687315 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 North Main Street | AddressLine1 |
| City | Suffield | City |
| State | CT | State |
| ZIP Code | 06078 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Paul Blakeley | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Joseph P Campanelli | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Andrew C Chase | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Christopher T Cuddy | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Michael J Daly | ||||||||
| Treasurer | 0 | X | 0 | 0 | 0 | |||
| George B Daniels | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Guy L de Chazal | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Samuel S Fuller | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Robert C Graham | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Valisha Graves | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Matthew W Greene | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Walter Harrison | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Laurence Heilbronn | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Christopher M Houlihan | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Bradley S Jacobs | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Christopher T Jensen | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Maryann Jones | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Lawrence N Lavine | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Karen McDonald | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Jeffrey K McElnea | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Bruce C Mellon | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Patricia Q Moore | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Tracy Orr OKeefe | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Frederic B Powers III | ||||||||
| Secretary | 0 | X | 0 | 0 | 0 | |||
| Jackson W Robinson | ||||||||
| Vice President | 0 | X | 0 | 0 | 0 | |||
| Daniel R Tisch | ||||||||
| President | 0 | X | 0 | 0 | 0 | |||
| John M Tremaine | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| H P Van Ingen | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Suzy Vogler | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Jeffrey White | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Jacqueline R Williams | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Charles Cahn III | ||||||||
| Headmaster | 60 | 319570 | 0 | 0 | X | X | X | |
| Patrick C Booth | ||||||||
| Assistant Treasurer | 60 | 188093 | 0 | 0 | X | X | ||
| Barry Cleary | ||||||||
| Assistant Headmaster | 60 | 106312 | 0 | 0 | X | |||
| Phil Riegel | ||||||||
| Director of Development | 60 | 105887 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 719862 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | 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 |
|---|---|---|---|---|---|
| Krupa Oil Co | |||||
| 827 Thompsonville Road | Suffield | CT | 06078 | Boiler installation and oil supply | 251097 |
| Wolf ColorPrint | |||||
| 111 Holmes Road | Newington | CT | 06111 | Printing | 174187 |
| ABM Janitorial Services Northeast Inc | |||||
| PO Box 1534 | New York | NY | 100081534 | Cleaning Services | 150578 |
| D C Painting Contractors Inc | |||||
| 32 Howard Street | Newington | CT | 06111 | Painting | 120808 |
| Cambridge Associates LLC | |||||
| PO Box 10317 | Uniondale | NY | 115550317 | Consulting | 110442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 269253 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 6087844 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 6357097 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Tuition & Fees | Description |
| Business Code | 611110 | BusinessCode |
| Total Revenue Column | 17245756 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17245756 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17245756 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 250904 | TotalRevenueColumn |
| Related Or Exempt Function Income | 250904 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 151966 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 103621 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 48345 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48345 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 30935 | UnrelatedBusinessRevenue |
| Exclusion | $17,410 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4718862 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4199043 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 519819 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 519819 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $519,819 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 269253 | CntrbtnsRprtdFundraisingEvents |
| Gross Income Gaming | 35000 | GrossIncomeGaming |
| Gaming Direct Expenses | 18000 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $17,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24438921 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17496660 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 30935 | UnrelatedBusinessRevenue |
| Exclusion | $554,229 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3077555 | Total |
| Program Services | 3077555 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170700 | Total |
| Program Services | 170700 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 894190 | Total |
| Management And General | 763905 | ManagementAndGeneral |
| Fundraising | 130285 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6163950 | Total |
| Program Services | 5607109 | ProgramServices |
| Management And General | 215577 | ManagementAndGeneral |
| Fundraising | 341264 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 362145 | Total |
| Program Services | 327561 | ProgramServices |
| Management And General | 17448 | ManagementAndGeneral |
| Fundraising | 17136 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 943990 | Total |
| Program Services | 765230 | ProgramServices |
| Management And General | 153605 | ManagementAndGeneral |
| Fundraising | 25155 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473787 | Total |
| Program Services | 395350 | ProgramServices |
| Management And General | 46139 | ManagementAndGeneral |
| Fundraising | 32298 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24278 | Total |
| Management And General | 24278 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58266 | Total |
| Management And General | 58266 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195289 | Total |
| Management And General | 195289 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 421826 | Total |
| Program Services | 392135 | ProgramServices |
| Management And General | 29691 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277758 | Total |
| Program Services | 101394 | ProgramServices |
| Management And General | 20918 | ManagementAndGeneral |
| Fundraising | 155446 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277846 | Total |
| Program Services | 97148 | ProgramServices |
| Management And General | 108870 | ManagementAndGeneral |
| Fundraising | 71828 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69201 | Total |
| Program Services | 69201 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1235567 | Total |
| Management And General | 1235567 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126875 | Total |
| Program Services | 75107 | ProgramServices |
| Management And General | 14153 | ManagementAndGeneral |
| Fundraising | 37615 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47455 | Total |
| Program Services | 37738 | ProgramServices |
| Management And General | 6376 | ManagementAndGeneral |
| Fundraising | 3341 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 587740 | Total |
| Program Services | 587740 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2162126 | Total |
| Program Services | 2162126 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184614 | Total |
| Management And General | 184614 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Supplies | 947591 | 630906 | 163482 | 153203 |
| Food Service Supplies & Expenses | 640405 | 640405 | 0 | 0 |
| Bank Fees | 24403 | 0 | 24403 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181731 | Total |
| Program Services | 181731 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19549288 | Total |
| Program Services | 15319136 | ProgramServices |
| Management And General | 3262581 | ManagementAndGeneral |
| Fundraising | 967571 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -40020 | BOY |
| EOY | 276315 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7010619 | BOY |
| EOY | 5445477 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2007033 | BOY |
| EOY | 1690394 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5421363 | BOY |
| EOY | 6275470 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80894 | BOY |
| EOY | 96711 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219700 | BOY |
| EOY | 118647 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 64143795 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22850344 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42350769 | BOY |
| EOY | 41293451 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11093154 | BOY |
| EOY | 18405538 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12394487 | BOY |
| EOY | 15001743 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1618712 | BOY |
| EOY | 1694279 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82156711 | BOY |
| EOY | 90298025 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1892368 | BOY |
| EOY | 1819072 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8960154 | BOY |
| EOY | 9634024 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12410000 | BOY |
| EOY | 12110000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111927 | BOY |
| EOY | 80519 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467303 | BOY |
| EOY | 490448 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23841752 | BOY |
| EOY | 24134063 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41012135 | BOY |
| EOY | 48362606 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5513458 | BOY |
| EOY | 5857544 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11789366 | BOY |
| EOY | 11943812 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58314959 | BOY |
| EOY | 66163962 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82156711 | BOY |
| EOY | 90298025 | 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
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23288295 | BeginningOfYearBalance |
| Contributions | 4401071 | Contributions |
| Investment Earnings Or Losses | 3686824 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1379660 | OtherExpenditures |
| Administrative Expenses | 195762 | AdministrativeExpenses |
| End Of Year Balance | 29800768 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27537276 | BeginningOfYearBalance |
| Contributions | 2693963 | Contributions |
| Investment Earnings Or Losses | -4767832 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1960951 | OtherExpenditures |
| Administrative Expenses | 214161 | AdministrativeExpenses |
| End Of Year Balance | 23288295 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.51 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.35 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.14 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 416683 | OtherCostOrOtherBasis |
| Book Value | 416683 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 58125393 | OtherCostOrOtherBasis |
| Depreciation | 19984525 | Depreciation |
| Book Value | 38140868 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 613229 | OtherCostOrOtherBasis |
| Depreciation | 600035 | Depreciation |
| Book Value | 13194 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4927388 | OtherCostOrOtherBasis |
| Depreciation | 2209707 | Depreciation |
| Book Value | 2717681 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 61102 | OtherCostOrOtherBasis |
| Depreciation | 56077 | Depreciation |
| Book Value | 5025 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 41293451 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 15001743 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 15001743 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Capitalized Loan Costs Net of Amortization | 520838 |
| Funds Held in Trust by Others | 1098371 |
| Other Assets | 75070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1694279 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Student Debit Card | $136,249 |
| Series B Bond Premium | $354,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 490448 | TotalOfAmounts |
| Total Revenue | 24438921 | TotalRevenue |
| Total Expenses | 19549288 | TotalExpenses |
| Excess Or Deficit For Year | 4889633 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2959370 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 2959370 | TotalAdjustments |
| Excess Or Deficit Per FS | 7849003 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17713187 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 0 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 17713187 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 6725734 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 6725734 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24438921 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16468791 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16468791 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3080497 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3080497 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 19549288 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L01 | Schedule D, Part III, Line 1 | Total value of the school's works of art are immaterial for financial statement disclosure |
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | Various piece of visual arts, mostly paintings, donated for display in academic buildings. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Endowment funds have been established for a variety of purposes including, Scholarship,Prize and Awards, Support Services & General Support of the School. |
| SchD_P10_S00_L00 | Schedule D, Part X | During the Fiscal year 2008, the Academy adopted FASB, Interpretation No.48 " Accounting for Uncertainty in Income Taxes-an Interpretation of SFAS No. 109, Accounting for Income Taxes"(FIN 48"). The adoption did not have a material effect on the financial statements. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Capital gifts recorded below the operating revenue line in the audited financial statements and certain expenses are netted against revenue in the audited financial statements. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Financial aid grants included in expenses for 990 but netted against revenue in the audited financial statements. Certain expenses netted against revenue in audited financial statement are included in expenses on form 990. |
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 | All recruitment materials include the school's non-discrimination policy. | 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 | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (including Iceland and Greenland) | Grantmaking | Financial Aid to Students from Norway and Slovakia | 85450 |
| Central America and the Caribbean | Grantmaking | Financial Aid to Student from Trinidad & Tobago | 42625 |
| South America | Grantmaking | Financial Aid to Student From Venezuela | 42625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 170700 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| Financial Aid | Europe (including Iceland and Greenland) | 2 | 0 | 85450 | Grantmaking | Cost of Tuition |
| Financial Aid | Central America and the Caribbean | 1 | 0 | 42625 | Grantmaking | Cost of Tuition |
| Financial Aid | South America | 1 | 0 | 42625 | Grantmaking | Cost of Tuition |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L02 | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | The schools standard admissions practices are applied to candidates. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Annual Auction | NameOfEvent1 |
| Gross Receipts Event1 | 381309 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 151072 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 230237 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 36555 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Misc Reunion, Go | NameOfEvent2 |
| Gross Receipts Event2 | 39016 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 39016 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 30308 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 420325 | GrossReceiptsTotal |
| Charitable Contributions Total | 151072 | CharitableContributionsTotal |
| Gross Revenue Total Events | 269253 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 66863 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 66863 | DirectExpenseSummaryEvents |
| Net Income Summary | 202390 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 35000 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 18000 | NonCashPrizesOtherGaming |
| Gross Revenue Total Gaming | 35000 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 0 | CashPrizesTotalGaming |
| Non Cash Prizes Total Gaming | 18000 | NonCashPrizesTotalGaming |
| Rent Facility Costs Total Gaming | 0 | RentFacilityCostsTotalGaming |
| Other Direct Expenses Total Gaming | 0 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 18000 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 17000 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CT | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 0 | PercentageOfGamingOthrFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suffield Academy Business Office and Develpment Office | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 North Main St | AddressLine1 |
| City | Suffield | City |
| State | CT | State |
| ZIP Code | 06078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
| Amount Distributed | 0 | AmountDistributed |
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 | 127 | NumberOfRecipients |
| Amount Of Cash Grant | 0 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 2980225 | AmountOfNonCashAssistance |
| Method Of Valuation | Cost of Tuition | MethodOfValuation |
| Description Of Non Cash Assistance | Financial Aid and Tuition Remission | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Grants issued are reduction in tuition for students to attend the school. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 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 Related OrgsCompReportPrior990RelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles Cahn III | |||||||||||||
| 319570 | 0 | 0 | 0 | 0 | 0 | 38550 | 0 | 35688 | 0 | 393808 | 0 | 0 | |
| Patrick C Booth | |||||||||||||
| 188093 | 0 | 0 | 0 | 0 | 0 | 13678 | 0 | 61063 | 0 | 262834 | 0 | 0 | 0 |
| Barry Cleary | |||||||||||||
| 106312 | 0 | 0 | 0 | 0 | 0 | 12337 | 0 | 28188 | 0 | 146837 | 0 | 0 | 0 |
| Phil Riegel | |||||||||||||
| 105887 | 0 | 0 | 0 | 0 | 0 | 7998 | 0 | 28188 | 0 | 142073 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | The school is a residential program. Housing is provided to faculty(which the Headmaster, Assistant Treasurer, Assistant Headmaster and Development Director all are) as a condition of employment and for the needs and convenience of the school. The school maintained a country club membership for the Headmaster and golf team of the school. Fees related to the Headmaster dues are included in w-2 compensation. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | The board of trustees hired a compensation consultant when establishing the headmasters contract to perform a study of compensation at peer institutions. The committee utilized this data in establishing the contract. Annually peer compensation data is updated and reviewed by the full board when establishing the pay of the headmaster. The full board votes on the Headmasters annual pay. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | State of Connecticut Health and Educational Facilities Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 060806186 | IssuerEIN |
| CUSIP Number | 20774URE7 | CUSIPNumber |
| Date Issued | 2007-11-08 | DateIssued |
| Issue Price | 12640000 | IssuePrice |
| Description Of Purpose | Refinance Existing Debt and New Construction | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 13185580 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Amount Defeased | 9103508 | AmountDefeased |
| Amount Unspent | 0 | AmountUnspent |
| Issuance Costs From Proceeds | 582071 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 3500000 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | Patrick Booth | NameOfInterestedPerson |
| Relationship With Organization | Chief Financial Officer and Assistant Treasurer | RelationshipWithOrganization |
| Type Of Assistance | $30,375 Tuition Remission-Benefit Available to All Qualified full time employees | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jackson Robinson | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Principle of Investment Firm | Relationship |
| Amount Of Transaction | 259394 | AmountOfTransaction |
| Description Of Transaction | Management of Endowment Assets | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | The school's form 990 was distributed, reviewed and discussed by the full board at its May 7, 2011 board meeting. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | All trustees, senior administrators and employees who oversee the significant budgets are required annually to review the school's conflict of interest statement and submit a statement to the school both affirming independence and if necessary disclosing conflicts. All employees trustees and employees are expected to bring conflict of interest issues to the President or Head of the School if and when they occur. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The School's board hired an independent consultant to provide peer review and data on compensation for the headmaster when his contract was established. Annually the Headmasters position relative to peers is updated. The full board reviews the data and votes on the Headmasters compensation. In addition the compensation levels of all senior administrator is reviewed with the full board with comparisons to peer data. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Documents are available upon request. |