ASHLEY HALL FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ASHLEY HALL FOUNDATION (EIN 57-0314364)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201110469349301351
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T09:47:38-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CALHOUN ST STE 300 | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570314364 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLEY HALL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASHL | NameControl |
| Phone | 8437224088 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 172 RUTLEDGE AVENUE | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Audrey Tamekazu | Name |
| Title | CFO | Title |
| Phone | 8437224088 | Phone |
| Date Signed | 2011-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Melonie Hammond-TraceCPA | Name |
| Phone | 8435777040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JILL MUTI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 172 RUTLEDGE AVE | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13287227 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ASHLEYHALL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1909 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | ASHLEY HALL PRODUCES AN EDUCATED WOMAN WHO IS INDEPENDENT, ETHICALLY RESPONSIBLE, AND PREPARED TO MEET THE CHALLENGES OF SOCIETY WITH CONFIDENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 158 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1967546 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1363261 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11022561 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10758676 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -196982 | InvestmentIncomePriorYear |
| Investment Income Current Year | 235367 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 24131 | OtherRevenuePriorYear |
| Other Revenue Current Year | 234708 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12817256 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12592012 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8301001 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8299413 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 789849 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3887216 | OtherExpensePriorYear |
| Other Expenses Current Year | 4468410 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12188217 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12767823 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 629039 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -175811 | RevenuesLessExpensesCY |
| Total Assets BOY | 44487695 | TotalAssetsBOY |
| Total Assets EOY | 43548763 | TotalAssetsEOY |
| Total Liabilities BOY | 28020615 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27219622 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16467080 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16329141 | NetAssetsOrFundBalancesEOY |
| Mission Description | ASHLEY HALL PRODUCES AN EDUCATED WOMAN WHO IS INDEPENDENT, ETHICALLY RESPONSIBLE, AND PREPARED TO MEET THE CHALLENGES OF SOCIETY WITH CONFIDENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9741316 | Expense |
| Revenue | 10758676 | Revenue |
| Description | EDUCATION PROVIDED TO KINDERGARTEN THROUGH 12TH GRADE STUDENTS. AFTERSCHOOL AND SUMMER PROGRAMS FOR THE STUDENTS AS WELL AS EARLY CHILDHOOD PROGRAMS FOR YOUNGER CHILDREN. | Description |
| Total Program Service Expense | 9741316 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 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 | 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 | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 48 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 158 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Audrey Tamekazu | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8437224088 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 172 RUTLEDGE AVE | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| KAREN JENKINS PHILLIPS | |||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | |
| BARTON A PROCTOR | |||||||
| VICE PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | |
| PHILIP L HORN JR | |||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | |
| ELIZABETH BARONE LUZURIAGA | |||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 | |
| MARY GORDON BAKER | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Sarah Moore Coker | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Sheppard H C Davis JR | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Ann W Dibble | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Terry B Fisher | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| HENRY B Gregorie III | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Brett Hildebrand | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Elizabeth Rivers Lewine | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Wade S Parker | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Kaycee C Poston | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Heidi Ward Ravenel | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Joseph G Reves | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Malcolm M Rhodes | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Roy Richards | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Harriet Popham McDougal Rigney | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| BOBBIE GAIL B ROTHSCHILD | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| NELLA BARKLEY SCHOOLS | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Helen Turner Hill | |||||||
| MEMBER-AT-LARGE | 1.00 | X | 0 | 0 | 0 | ||
| Mary Agnes Burnham Hood | |||||||
| Trustee Emeriti | 1.00 | X | 0 | 0 | 0 | ||
| Martha Rivers Ingram | |||||||
| Trustee Emeriti | 1.00 | X | 0 | 0 | 0 | ||
| Patricia T Kirkland | |||||||
| Trustee Emeriti | 1.00 | X | 0 | 0 | 0 | ||
| Hugh C Lane Jr | |||||||
| Trustee Emeriti | 1.00 | X | 0 | 0 | 0 | ||
| J CoNRAd Zimmerman Jr | |||||||
| Trustee Emeriti | 1.00 | X | 0 | 0 | 0 | ||
| JILL MUTI | |||||||
| HEAD OF SCHOOL | 40.00 | X | 321000 | 0 | 20722 | X | |
| DEANNE Lucas | |||||||
| CFO | 40.00 | X | 131040 | 0 | 0 | X | |
| CYNTHIA JOHNSON | |||||||
| DIRECTOR, INSTITUTIONAL ADVANCEMENT | 40.00 | 101850 | 0 | 0 | X | ||
| John Eppes | |||||||
| Director of Facilities | 40.00 | 102000 | 0 | 0 | X | ||
| Nick Bozanic | |||||||
| Dean of Faculty | 40.00 | 109822 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 765712 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20722 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | 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 |
|---|---|---|---|---|---|
| Hill Construction Corporation | |||||
| 295 SEVEN FARMS DRIVE | Charleston | SC | 29492 | General Contractor | 6048461 |
| Sodexo Inc and Affiliates | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | Food Service | 449302 |
| Stubbs Muldrow Herin Architects Inc | |||||
| 400 HIBBEN STREET | Mount Pleasant | SC | 29464 | Architects | 173792 |
| Heavenly Touch Janitorial Service | |||||
| P0 BOX 21592 | Charleston | SC | 29413 | Janitorial Service | 167478 |
| Goff-D'Antonio Associates LTD | |||||
| 34 RADCLIFFE STREET | Charleston | SC | 29403 | Architects | 155157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 1363261 | AllOtherContributions |
| Noncash Contributions | 670509 | NoncashContributions |
| Total Contributions | 1363261 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 10356347 | 10356347 |
| AUXILLARY SERVICES | 611710 | 402329 | 402329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10758676 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 208835 | TotalRevenueColumn |
| Exclusion | $208,835 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 668870 | Securities |
| Other | 52877 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 681168 | Securities |
| Other | 14047 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -12298 | Securities |
| Other | 38830 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26532 | TotalRevenueColumn |
| Exclusion | $26,532 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER REVENUE | 611710 | 201878 | 201878 |
| INTEREST ON LATE PMTS | 900099 | 32830 | 32830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 234708 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12592012 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10993384 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $235,367 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 452040 | Total |
| Program Services | 160500 | ProgramServices |
| Management And General | 227340 | ManagementAndGeneral |
| Fundraising | 64200 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6244651 | Total |
| Program Services | 4829305 | ProgramServices |
| Management And General | 1238940 | ManagementAndGeneral |
| Fundraising | 176406 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345806 | Total |
| Program Services | 334464 | ProgramServices |
| Management And General | 9510 | ManagementAndGeneral |
| Fundraising | 1832 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 778603 | Total |
| Program Services | 396213 | ProgramServices |
| Management And General | 329044 | ManagementAndGeneral |
| Fundraising | 53346 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 478313 | Total |
| Program Services | 462624 | ProgramServices |
| Management And General | 13154 | ManagementAndGeneral |
| Fundraising | 2535 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57265 | Total |
| Management And General | 57265 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 852926 | Total |
| Program Services | 824980 | ProgramServices |
| Management And General | 23475 | ManagementAndGeneral |
| Fundraising | 4471 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 575871 | Total |
| Program Services | 557002 | ProgramServices |
| Management And General | 15850 | ManagementAndGeneral |
| Fundraising | 3019 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 913641 | Total |
| Program Services | 883705 | ProgramServices |
| Management And General | 25146 | ManagementAndGeneral |
| Fundraising | 4790 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270151 | Total |
| Program Services | 261300 | ProgramServices |
| Management And General | 7435 | ManagementAndGeneral |
| Fundraising | 1416 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| ACADEMIC SUPPORT | 1031223 | 1031223 | ||
| DEVELOPMENT OFFICE | 477834 | 477834 | ||
| MANAGEMENT AND OTHER | 289499 | 289499 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12767823 | Total |
| Program Services | 9741316 | ProgramServices |
| Management And General | 2236658 | ManagementAndGeneral |
| Fundraising | 789849 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9007539 | BOY |
| EOY | 2765299 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3505426 | BOY |
| EOY | 2443707 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130901 | BOY |
| EOY | 171794 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100614 | BOY |
| EOY | 62786 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 36296003 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7460043 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24363777 | BOY |
| EOY | 28835960 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7144240 | BOY |
| EOY | 8992394 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235198 | BOY |
| EOY | 276823 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44487695 | BOY |
| EOY | 43548763 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2441521 | BOY |
| EOY | 1903745 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4279555 | BOY |
| EOY | 3783824 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20000000 | BOY |
| EOY | 20000000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93377 | BOY |
| EOY | 68426 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1206162 | BOY |
| EOY | 1463627 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28020615 | BOY |
| EOY | 27219622 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10729470 | BOY |
| EOY | 11555840 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5216164 | BOY |
| EOY | 4246855 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 521446 | BOY |
| EOY | 526446 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16467080 | BOY |
| EOY | 16329141 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44487695 | BOY |
| EOY | 43548763 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Beginning Balance | 93377 | BeginningBalance |
| Additions During Year | 212686 | AdditionsDuringYear |
| Distributions During Year | 237637 | DistributionsDuringYear |
| Ending Balance | 68426 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6357229 | BeginningOfYearBalance |
| Contributions | 1341660 | Contributions |
| Investment Earnings Or Losses | 516019 | InvestmentEarningsOrLosses |
| Other Expenditures | 147222 | OtherExpenditures |
| End Of Year Balance | 8067686 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5151875 | BeginningOfYearBalance |
| Contributions | 2290074 | Contributions |
| Investment Earnings Or Losses | -750807 | InvestmentEarningsOrLosses |
| Other Expenditures | 333913 | OtherExpenditures |
| End Of Year Balance | 6357229 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.73000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.07000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.20000 | 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 | 5477530 | OtherCostOrOtherBasis |
| Book Value | 5477530 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20529276 | OtherCostOrOtherBasis |
| Depreciation | 2907022 | Depreciation |
| Book Value | 17622254 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4220214 | OtherCostOrOtherBasis |
| Depreciation | 2166686 | Depreciation |
| Book Value | 2053528 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2853488 | OtherCostOrOtherBasis |
| Depreciation | 2386335 | Depreciation |
| Book Value | 467153 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3215495 | OtherCostOrOtherBasis |
| Book Value | 3215495 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 28835960 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MONEY FUNDS | 37339 | F |
| EQUITY SECURITIES | 316776 | F |
| MUTUAL FUNDS | 8607640 | F |
| CSV LIFE INSURANCE | 30639 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8992394 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATION | $195,856 |
| INTEREST RATE SWAP LIABILITY | $1,267,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1463627 | TotalOfAmounts |
| Total Revenue | 12592012 | TotalRevenue |
| Total Expenses | 12767823 | TotalExpenses |
| Excess Or Deficit For Year | -175811 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 359720 | NetUnrealizedGLOnInvestments |
| Other | -$321,848 | OtherAmount |
| Total Adjustments | 37872 | TotalAdjustments |
| Excess Or Deficit Per FS | -137939 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12629884 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 359720 | NetUnrealizedGainsInvestments |
| Other Revenues | -321848 | OtherRevenues |
| Revenue Not Rptd F990 | 37872 | RevenueNotRptdF990 |
| Revenue Subtotal | 12592012 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12592012 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12767823 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12767823 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12767823 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | Unrealized Loss on interest rate swap |
| Part XII, Line 2d - Other Adjustments: | Unrealized Loss on interest rate swap: -321848. |
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 | PUBLISHED IN NEWSPAPER DURING ANNUAL SOLICITATION FOR STUDENTS | 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL MUTI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 321000 | 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 | 17150 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 3572 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 341722 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC JOBS - ECONOMIC DEVELOPMENT AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 570960018 | IssuerEIN |
| CUSIP Number | 837031PZ0 | CUSIPNumber |
| Date Issued | 2007-12-06 | DateIssued |
| Issue Price | 20000000 | IssuePrice |
| Description Of Purpose | BUILDING 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 | 20000000 | TotalProceeds |
| Amount Unspent | 6446957 | AmountUnspent |
| Issuance Costs From Proceeds | 401000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 13152043 | CapitalExpenditures |
| Current Refunding | 0 | 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 |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bank of America | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 3.900000000000 | TermOfHedge |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 670509 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV AT DATE OF GIFT | 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 | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | STOCK BROKERAGE FIRM IS USED TO LIQUIDATE GIFTS OF PUBLICLY TRADED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE ORGANIZATION DOES NOT FORMALLY PROVIDE A COPY OF THE 990 TO THE GOVERNING BODY BEFORE IT IS FILED, BUT THE 990 IS MADE AVAILABLE TO THE GOVERNING BODY FOR REVIEW AT THEIR OWN DISCRETION. |
| Form 990, Part VI, Section B, line 12c | THE ORGANIZATION DISTIBUTES THE DISCLOSURE POLICY AND REQUIRES EACH BOARD MEMBER TO COMPLETE THE DISCLOSURE STATEMENTS REGULARLY. |
| Form 990, Part VI, Section B, line 15 | THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES INCLUDES REVIEW OF OTHER ORGANIZATIONS' FORMS 990 FOR BENCHMARKING, A WRITTEN CONTRACT, AND APPROVAL BY THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 2C: | Process has not changed from the previous year. |