GOW SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GOW SCHOOL (EIN 16-1034793)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-15
- IRS object ID
- 201103199349304775
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T12:05:40-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1 |
| City | AMHERST | City |
| State | NY | State |
| ZIP Code | 14228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161034793 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOW SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOWS | NameControl |
| Phone | 7166523450 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2491 EMERY ROAD | AddressLine1 |
| City | SOUTH WALES | City |
| State | NY | State |
| ZIP Code | 14139 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROSEMARY SHIELDS | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 7166523450 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS P DOBIESZ | Name |
| Phone | 7166302400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROSEMARY SHIELDS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2491 EMERY ROAD | AddressLine1 |
| City | SOUTH WALES | City |
| State | NY | State |
| ZIP Code | 14139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8929003 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GOW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE PRIMARY PURPOSE OF THE GOW SCHOOL IS TO MAINTAIN AND OPERATE AN INDEPENDENT, NOT-FOR-PROFIT SCHOOL FOR THE EDUCATION OF YOUNG MEN, GRADES 7-12, USING A COLLEGE PREPARATORY CURRICULUM WITH EMPHASIS ON THE REMEDIATION OF DYSLEXIA AND RELATED LANGUAGE BASED LEARNING DIFFICULTIES THROUGH RECONSTRUCTIVE LANGUAGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 118 | TotalNbrEmployees |
| Total Nbr Volunteers | 3 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 702232 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 690532 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6809376 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7002284 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 565346 | InvestmentIncomePriorYear |
| Investment Income Current Year | 414549 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 352478 | OtherRevenuePriorYear |
| Other Revenue Current Year | 640630 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8429432 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8747995 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4094884 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4118922 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 228844 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3458201 | OtherExpensePriorYear |
| Other Expenses Current Year | 3456607 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7553085 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7575529 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 876347 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1172466 | RevenuesLessExpensesCY |
| Total Assets BOY | 25022119 | TotalAssetsBOY |
| Total Assets EOY | 27114141 | TotalAssetsEOY |
| Total Liabilities BOY | 1605989 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1560103 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23416130 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25554038 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO MAINTAIN AND OPERATE AN INDEPENDENT, NOT-FOR-PROFIT SCHOOL FOR THE EDUCATION OF YOUNG MEN, GRADES 7-12, USING A COLLEGE PREPARATORY CURRICULUM WITH EMPHASIS ON THE REMEDIATION OF DYSLEXIA THROUGH RECONSTRUCTIVE LANGUAGE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5442874 | Expense |
| Revenue | 7002284 | Revenue |
| Description | EDUCATION OF INDIVIDUALS WITH DYSLEXIA | Description |
| Total Program Service Expense | 5442874 | 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 |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 25 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 0 | ComplianceWithBackupWitholding |
| Number Of Employees | 118 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEMARY SHIELDS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7166523450 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2491 EMERY ROAD | AddressLine1 |
| City | SOUTH WALES | City |
| State | NY | State |
| ZIP Code | 14139 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per WeekAverageHoursPerWeek | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ANDREW W EVANS | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| DAVID W GOW JR | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| ROBERT WARNER JR | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| DEAN HJEWETT | ||||||||
| EMERITUS | X | 0 | 0 | 0 | ||||
| NEWTON D BAKER | ||||||||
| CHAIR | X | 0 | 0 | 0 | X | |||
| SANDRA P GILMOR | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| K CARSON JONES | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| AL R CHIRCOP | ||||||||
| TREASURER | X | 0 | 0 | 0 | X | |||
| EDWIN T BEAN JR | ||||||||
| EMERITUS | X | 0 | 0 | 0 | ||||
| MARY ANN COULSON | ||||||||
| VICE CHAIR | X | 0 | 0 | 0 | X | |||
| HENRY H MINIS | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| CATHERINE PAQUET-RIVARD | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| JOSEPH C GIALLANZA | ||||||||
| EMERITUS | X | 0 | 0 | 0 | ||||
| GRAEME C HEPBURN | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| JOHN PULVERMANN | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| ROBERT VAIL | ||||||||
| VICE CHAIR | X | 0 | 0 | 0 | X | |||
| ELIZABETH EVANS | ||||||||
| SECRETARY | X | 0 | 0 | 0 | X | |||
| J GIBSON MCILVAIN III | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| JOHN R BULLOCK III | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| GEORGE M REID | ||||||||
| EMERITUS | X | 0 | 0 | 0 | ||||
| MARK BONNER | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| WILLIAM J COTTER | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| KATHERINE M MOHNEY | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| LOWELL G POWERS JR | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| MICHAEL ROMANO | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| JANIS VAUGHN | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| ROBERT HOPKINS | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| ADAM STEINBERG | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| JOAL MILLER | ||||||||
| HONORARY BOARD MEMBER | X | 0 | 0 | 0 | ||||
| ERIC BRONNER | ||||||||
| TRUSTEE | X | 0 | 0 | 0 | ||||
| M BRADLEY ROGERS JR | ||||||||
| HEADMASTER | 158875 | 0 | 15888 | X | 40.00 | X | X | |
| DANIEL F KELLEY | ||||||||
| ASST HEADMASTER | 97068 | 0 | 9707 | 40.00 | X | |||
| ROSEMARY SHIELDS | ||||||||
| DIRECTOR OF FINANCE | 68675 | 0 | 6868 | 40.00 | X | |||
| JEFF SWEET | ||||||||
| ASST HEADMASTER | 88868 | 0 | 8887 | 40.00 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 158875 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 15888 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SAGE DINING SERVICES | |||||
| 222 BOSLEY AVENUE SUITE B-7 | TOWSON | MD | 21204 | FOOD SERVICE | 654004 |
| HORIZON CLUB TOURS | |||||
| 3475 AMELIA DRIVE | ORCHARD PARK | NY | 14127 | TRAVEL AGENT | 106712 |
| CCA FINANCIAL LLC | |||||
| 7275 GLEN FOREST DR SUITE 100 | RICHMOND | VA | 23226 | LAPTOP LEASES | 106237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 690532 | AllOtherContributions |
| Noncash Contributions | 40621 | NoncashContributions |
| Total Contributions | 690532 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 711210 | 6490729 | 6490729 |
| SUMMER PROGRAM | 711210 | 511555 | 511555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7002284 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 392413 | TotalRevenueColumn |
| Exclusion | $392,413 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 203144 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 181008 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22136 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22136 | TotalRevenueColumn |
| Exclusion | $22,136 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 330854 | GrossSalesOfInventory |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 330854 | TotalRevenueColumn |
| Exclusion | $330,854 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGES IN SPLIT VALUE | Description |
| Business Code | 525920 | BusinessCode |
| Total Revenue Column | 309776 | TotalRevenueColumn |
| Exclusion | $309,776 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 309776 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8747995 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7002284 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,055,179 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413486 | Total |
| Program Services | 92968 | ProgramServices |
| Management And General | 320518 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2703659 | Total |
| Program Services | 2366894 | ProgramServices |
| Management And General | 215199 | ManagementAndGeneral |
| Fundraising | 121566 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281800 | Total |
| Management And General | 281800 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490651 | Total |
| Management And General | 490651 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229326 | Total |
| Program Services | 181919 | ProgramServices |
| Management And General | 38282 | ManagementAndGeneral |
| Fundraising | 9125 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15809 | Total |
| Management And General | 15809 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15700 | Total |
| Management And General | 15700 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23570 | Total |
| Management And General | 23570 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83418 | Total |
| Management And General | 83418 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157590 | Total |
| Management And General | 157590 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107719 | Total |
| Management And General | 107719 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43929 | Total |
| Management And General | 43929 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481 | Total |
| Management And General | 481 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 675288 | Total |
| Program Services | 675288 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94095 | Total |
| Management And General | 94095 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| EDUCATIONAL & INSTRUCTI | 640116 | 640116 |
| FOOD SERVICE | 510820 | 510820 |
| UTILITIES | 292820 | 292820 |
| BUILDING & GROUNDS MAIN | 252909 | 252909 |
| SUMMER PROGRAM | 240169 | 240169 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302174 | Total |
| Program Services | 188971 | ProgramServices |
| Management And General | 15050 | ManagementAndGeneral |
| Fundraising | 98153 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7575529 | Total |
| Program Services | 5442874 | ProgramServices |
| Management And General | 1903811 | ManagementAndGeneral |
| Fundraising | 228844 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3826346 | BOY |
| EOY | 2325047 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2852827 | BOY |
| EOY | 1864617 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98437 | BOY |
| EOY | 20673 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49631 | BOY |
| EOY | 44107 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188195 | BOY |
| EOY | 120540 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23758411 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8946898 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14737551 | BOY |
| EOY | 14811513 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3190132 | BOY |
| EOY | 7845644 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79000 | BOY |
| EOY | 82000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25022119 | BOY |
| EOY | 27114141 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 430535 | BOY |
| EOY | 503816 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1175454 | BOY |
| EOY | 1056287 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1605989 | BOY |
| EOY | 1560103 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16364388 | BOY |
| EOY | 17503667 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5896032 | BOY |
| EOY | 5693405 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1155710 | BOY |
| EOY | 2356966 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23416130 | BOY |
| EOY | 25554038 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25022119 | BOY |
| EOY | 27114141 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1172466 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 965442 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 51200 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 199505 | BeginningOfYearBalance |
| End Of Year Balance | 2230756 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 199505 | BeginningOfYearBalance |
| End Of Year Balance | 199505 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 199505 | BeginningOfYearBalance |
| End Of Year Balance | 199505 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1065384 | OtherCostOrOtherBasis |
| Book Value | 1065384 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20876724 | OtherCostOrOtherBasis |
| Depreciation | 7999590 | Depreciation |
| Book Value | 12877134 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1815303 | OtherCostOrOtherBasis |
| Depreciation | 947308 | Depreciation |
| Book Value | 867995 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1000 | OtherCostOrOtherBasis |
| Book Value | 1000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14811513 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| M&T TRUST ACCOUNT | 327079 | F |
| TIFF LONG TERM FUND | 7518565 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7845644 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCE TUITION | $706,452 |
| ADVANCE SUMMER PROGRAM FEES | $349,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1056287 | TotalOfAmounts |
| Total Revenue | 8747995 | TotalRevenue |
| Total Expenses | 7575529 | TotalExpenses |
| Excess Or Deficit For Year | 1172466 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 965442 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 965442 | TotalAdjustments |
| Excess Or Deficit Per FS | 2137908 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9713437 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 965442 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 965442 | RevenueNotRptdF990 |
| Revenue Subtotal | 8747995 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8747995 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7575529 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7575529 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7575529 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE SCHOOL HOLDS ARTIFACTS WHICH ARE RESTRICTED FOR USE IN THE SCHOOL LIBRARY AND MUST BE HELD BY THE SCHOOL FOREVER. THE SCHOOL ALSO HOLDS A SCULPTURE DONATED BY AN ALUMNI WHICH IS KEPT IN THE DINING HALL. | |
| PART V, LINE 4: | THE ENDOWMENT FUND BALANCE IS PERMANENTLY INVESTED, WITH THE INCOME RESTRICTED FOR SCHOLARSHIPS, TUITION ASSISTANCE AND OTHER SCHOOL PROJECTS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | M BRADLEY ROGERS JR | NamePerson |
| Base Compensation Filing Org | 158875 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 15888 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 174763 | 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 | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 40621 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON DATE OF DONATION | 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 (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FEDERAL FORM 990 IS PROVIDED TO THE ORGANIZATION'S MANAGEMENT AND FINANCE COMMITTEE OF THE SCHOOL'S BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. | |
| BOARD MEMBERS ARE REQUIRED TO ANNUALLY SIGN THE CONFLICT OF INTEREST POLICY VERIFYING THEY ARE IN COMPLIANCE. | FORM 990, PART VI, SECTION B, LINE 12C | |
| COMPENSATION OF KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTESS ANNUALLY. | FORM 990, PART VI, SECTION B, LINE 15A | |
| ORGANIZATION WILL PROVIDE APPLICABLE DOCUMENTS UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 965,442. | FORM 990, PART XI, LINE 5: |
| THE FINANCE COMMITTEE OF THE SCHOOL'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE SCHOOL'S FINANCIAL STATEMENTS. | FORM 990, PART XI, LINE 2C: |