WESTMINSTER SCHOOLS INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER SCHOOLS INC (EIN 58-0566206)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-09
- IRS object ID
- 201121299349301637
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-09T16:01:20-05:00 | 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 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 PEACHTREE STREET SUITE 1200 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30309 | 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 | 580566206 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTMINSTER SCHOOLS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 4043558673 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303272428 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Wendy | Name |
| Title | Barnhart | Title |
| Date Signed | 2011-05-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jill Williams | Name |
| Phone | 4043302000 | 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 | William Clarkson IV | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 W Paces Ferry Road | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30327 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 235839787 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.WESTMINSTER.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1920 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | CHRISTIAN INDEPENDENT DAY SCHOOL FOR BOYS AND GIRLS WHICH SEEKS TO DEVELOP THE WHOLE PERSON FOR COLLEGE AND FOR LIFE THROUGH EXCELLENT EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 839 | TotalNbrEmployees |
| Total Nbr Volunteers | 350 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2392 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6578190 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11887253 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 35873369 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 37534300 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -13945991 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2776274 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 392181 | OtherRevenuePriorYear |
| Other Revenue Current Year | 458041 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28897749 | TotalRevenuePriorYear |
| Total Revenue Current Year | 52655868 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3087512 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3556593 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 33580982 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 34945768 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2096622 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15288511 | OtherExpensePriorYear |
| Other Expenses Current Year | 15014765 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 51957005 | TotalExpensesPriorYear |
| Total Expenses Current Year | 53517126 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -23059256 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -861258 | RevenuesLessExpensesCY |
| Total Assets BOY | 300068907 | TotalAssetsBOY |
| Total Assets EOY | 314441939 | TotalAssetsEOY |
| Total Liabilities BOY | 51742980 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 52540513 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 248325927 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 261901426 | NetAssetsOrFundBalancesEOY |
| Mission Description | CHRISTIAN INDEPENDENT DAY SCHOOL FOR BOYS AND GIRLS WHICH SEEKS TO DEVELOP THE WHOLE PERSON FOR COLLEGE AND FOR LIFE THROUGH EXCELLENT EDUCATION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 41997910 | Expense |
| Grants | 3556593 | Grants |
| Revenue | 35982237 | Revenue |
| Description | ELEMENTARY & SECONDARY EDUCATION, GENERAL OTHER; THE SCHOOL ENROLLED 1848 STUDENTS IN THE YEAR ENDED JUNE 30, 2010 WITH 24.5% MINORITY ENROLLMENT. LOW CLASS SIZE ENCOURAGES ACADEMIC ACHIEVEMENTS REFLECTED BY STUDENTS' ACCOMPLISHMENTS INCLUDING 25 NATIONAL MERIT FINALISTS, 24 NATIONAL MERIT SEMIFINALISTS, 32 COMMENDED STUDENTS, 2 NATIONAL ACHIEVEMENT FINALISTS, AND 3 NATIONAL ACHIEVEMENT SEMIFINALISTS IN THE PRIOR SCHOOL YEAR. THE MOST RECENT SAT RANGE FOR THE MIDDLE 50% OF THE SENIOR CLASS WAS 1930-2210. THE SCHOOL'S FACULTY, WITH 238 ADVANCED DEGREES, REPRESENTS AN INTEGRAL COMPONENT OF EACH STUDENT'S EDUCATION. ANOTHER SIGNIFICANT COMPONENT OF THEIR EDUCATION IS THE SCHOOL'S 3 LIBRARIES WHICH HOUSE 99,000 VOLUMES. WESTMINSTER'S STUDENTS' INTERESTS EXTEND BEYOND ACADEMICS, AND INCLUDE ATHLETIC PURSUITS, ARTISTIC ACCOMPLISHMENTS, AND COMMUNITY SERVICE. IN THE 2008-2009 SCHOOL YEAR, THE SCHOOL WON 4 STATE CHAMPIONSHIPS IN ATHLETIC COMPETITIONS, WITH OVER 80% STUDENTS INVOLVED IN ATHLETIC ACTIVITIES. THE ARTS ARE HISTORICALLY VERY STRONG AT WESTMINSTER. OVER 79% OF STUDENTS IN THE JUNIOR HIGH SCHOOL AND 40% OF STUDENTS IN THE HIGH SCHOOL PARTICIPATE IN THE PERFORMING ARTS. THE BAND, ORCHESTRA, AND CHORAL PROGRAMS HAVE A NUMBER OF OFFERINGS IN EACH DIVISION OF THE SCHOOL, AND CONSISTENTLY RECEIVE SUPERIOR RATING IN COMPETITIONS. WESTMINSTER IS DEDICATED TO THE CONCEPT OF COMMUNITY SERVICE AND STUDENTS HAVE A STRONG TRADITION OF INVOLVEMENT IN THEIR SCHOOL AND THE WIDER COMMUNITY. MOST STUDENTS PARTICIPATE IN VOLUNTARY COMMUNITY SERVICE. ALL DIVISIONS OF THE SCHOOL PARTICIPATE IN SERVICE OPPORTUNITIES THROUGHOUT THE SCHOOL YEAR. THROUGH ITS ENDOWMENT, WESTMINSTER HAS BEEN ABLE TO PROVIDE EDUCATIONAL OPPORTUNITIES TO STUDENTS WHO WOULD OTHERWISE NOT BE ABLE TO PARTICIPATE IN PRIVATE EDUCATION. IN THE 2010-2011 SCHOOL YEAR, 20% OF THE STUDENTS RECEIVED NEED-BASED FINANCIAL AID WHICH MADE ATTENDANCE AT WESTMINSTER POSSIBLE. TOTAL PROGRAM SERVICE EXPENSES: $41,997,910 | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2369957 | Expense |
| Revenue | 1552063 | Revenue |
| Description | STUDENT SERVICE PROGRAMS: WESTMINSTER AUXILIARY ENTERPRISES PROVIDE PROGRAMS AND SERVICES WHICH AUGMENT THE SCHOOL'S EDUCATIONAL OBJECTIVES. FOOD SERVICES PROVIDES 2,300 LUNCHES EACH DAY FOR STUDENTS, FACULTY AND STAFF, PLUS A NUMBER OF ADDITIONAL MEALS AT EVENTS AT THE SCHOOL. THE BOOKSTORE PROVIDES BOOKS, SUPPLIES, AND SPIRIT ITEMS FOR ALL STUDENTS. WESTMINSTER ELEMENTARY SCHOOL'S AFTER-SCHOOL PROGRAM, ASK!, SERVICES APPROXIMATELY 174 STUDENTS. STUDENTS MAY CHOOSE TO PARTICIPATE IN MINI-COURSES IN A VARIETY OF SUBJECT AREAS INCLUDING ACADEMICS, ARTS AND ATHLETICS DURING REGULAR PROGRAM HOURS. WESTMINSTER'S SUMMER PROGRAMS OFFER A WIDE VARIETY OF OPPORTUNITIES FOR WESTMINSTER AND NON-WESTMINSTER STUDENTS AGES 4-16. WESTMINSTER'S SUMMER SCHOOL IS AVAILABLE FOR BOTH WESTMINSTER AND NON-WESTMINSTER STUDENTS IN GRADES 6-12. TWO SESSIONS ARE OFFERED FOR BOTH FORWARD AND REMEDIAL CREDIT IN A VARIETY OF ACADEMIC SUBJECTS. TOTAL PROGRAM SERVICE EXPENSES: $2,369,957 | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 44367867 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 145 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 839 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHELLE STUBBS | NamePerson |
| Telephone Number | 4046096440 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 WEST PACES FERRY ROAD | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303272428 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Olga Goizueta Rawls | ||||||||
| Chairman | 3.0 | X | 0 | 0 | 0 | |||
| Dennis M Love | ||||||||
| Board member | 3.0 | X | 0 | 0 | 0 | |||
| ROSALIND BREWER | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| BETSY BARGE BIRKHOLZ | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| LISA BORDERS | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| SUNNY H BURROWS | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| SAMUEL G CANDLER | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| SUZANNE LECRAW COX | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| WINIFRED STOREY DAVIS | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| HAROLD A DAWSON JR | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| MICHAEL J EGAN III | ||||||||
| VICE CHAIRMAN | 3.0 | X | 0 | 0 | 0 | |||
| SCOTT D HAWKINS | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| BARBARA BENSON HOWELL | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| J TIMOTHY IRWIN | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| M HILL JEFFRIES JR | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| TERENCE F MCGUIRK | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| JOEL T MURPHY | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| WILLIAM S OGLESBY | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| RICHARD C PARKER | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| B CLAYTON ROLADER | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| ALANA SMITH SHEPHERD | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| JEFFREY P SMALL JR | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| GLENN D WARREN | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| D SCOTT WEIMER | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| DORSEY D FARR | ||||||||
| ALUMNI REPRESENTATIVE | 3.0 | X | 0 | 0 | 0 | |||
| WALTER E FLUKER | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| HENRY W GRADY III | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| KATHARINE KELLEY | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| GLEN W ROLLINS | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| ANDREW M TAYLOR | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| DAVID MACFARLANE | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| LISA MCGAHAN | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| LOUISE SAMS | ||||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | |||
| WILLIAM T PLYBON | ||||||||
| SECRETARY | 3.0 | X | 0 | 0 | 0 | |||
| Frank H Briggs III | ||||||||
| Alumni Assoc. Representative | 3.0 | X | 0 | 0 | 0 | |||
| WILLIAM CLARKSON IV | ||||||||
| PRESIDENT | 40.0 | 344006 | 0 | 70826 | X | |||
| MARY W DUPRIEST | ||||||||
| ASSISTANT-SECRETARY | 40.0 | 84566 | 0 | 9007 | X | |||
| WENDY BARNHART | ||||||||
| DIR. OF BUSINESS AND FINANCE | 40.0 | 162375 | 0 | 45252 | X | |||
| CHARLES SHAFFER | ||||||||
| VP FOR INST. ADVANCEMENT | 40.0 | 215683 | 0 | 19904 | X | |||
| JOSEPH H DIMON IV | ||||||||
| ASST. HEADMASTER STUDENT LIFE | 40.0 | 145817 | 0 | 50823 | X | |||
| JERE A WELLS | ||||||||
| ASST. HEADMASTER FOR ACADEMIC | 40.0 | 144592 | 0 | 23397 | X | |||
| NANCY HUBBARD | ||||||||
| EXECUTIVE DIRECTOR OF DEVELOPM | 40.0 | 135363 | 0 | 7096 | X | |||
| TERRY C DECKER | ||||||||
| DIR. OF TECHNOLOGY | 40.0 | 131447 | 0 | 10302 | X | |||
| JESSICA L BAGBY | ||||||||
| PRINCIPAL - HIGH SCHOOL | 40.0 | 144506 | 0 | 15089 | X | |||
| ANGELA DORSEY | ||||||||
| INTERIM DIR. OF ADVANCEMENT | 40.0 | 110050 | 0 | 5245 | X | |||
| JOHN J ROBERTS | ||||||||
| TEACHER | 40.0 | 103751 | 0 | 12655 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1722156 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 269596 | TotalOtherCompensation |
| Number Individuals GT100 K | 31 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ALSTON AND BIRD LLP | |||||
| One Atlantic Ctr 1201 W Peachtre | ATLANTA | GA | 30309 | LEGAL | 115859 |
| GEORGIA POWER COMPANY | |||||
| 241 Ralph McGill Boulevard NE | ATLANTA | GA | 30308 | UTILITIES | 582896 |
| US FOODSERVICE INC | |||||
| 7950 SPENCE ROAD | FAIRBURN | GA | 30213 | FOOD PURCHASES | 573837 |
| CGCI Management LLC | |||||
| 3130 TANNERS MILL ROAD | GAINESVILLE | GA | 30507 | Property Maintenance | 733105 |
| E Escher Inc | |||||
| 1802 MACY DRIVE | ROSWELL | GA | 30076 | PPD | 322299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 27 | NumberOfContractorsGT100K |
| All Other Contributions | 11887253 | AllOtherContributions |
| Noncash Contributions | 500885 | NoncashContributions |
| Total Contributions | 11887253 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 35982237 | 35982237 |
| SUMMER PROGRAMS | 900099 | 1035215 | 1035215 |
| EXTENDED DAY PROGRAMS | 900099 | 516848 | 516848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 37534300 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1306722 | TotalRevenueColumn |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 110558 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 191089 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -80531 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -80531 | TotalRevenueColumn |
| Exclusion | -$80,531 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 183717818 | Securities |
| Other | 9450 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 182257716 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1460102 | Securities |
| Other | 9450 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1469552 | TotalRevenueColumn |
| Exclusion | $1,469,552 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 898418 | GrossSalesOfInventory |
| Cost Of Goods Sold | 735114 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 163304 | TotalRevenueColumn |
| Related Or Exempt Function Income | 163304 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MISCELLANEOUS | 900099 | 367618 | $367,618 |
| ALUMNI EVENT | 900099 | 7650 | $7,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 375268 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52655868 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37697604 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,764,289 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3556593 | Total |
| Program Services | 3556593 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 616233 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 616233 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27581369 | Total |
| Program Services | 22545607 | ProgramServices |
| Management And General | 3768872 | ManagementAndGeneral |
| Fundraising | 1266890 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1487716 | Total |
| Program Services | 1216987 | ProgramServices |
| Management And General | 202344 | ManagementAndGeneral |
| Fundraising | 68385 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3263019 | Total |
| Program Services | 2538994 | ProgramServices |
| Management And General | 567326 | ManagementAndGeneral |
| Fundraising | 156699 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1997431 | Total |
| Program Services | 1597061 | ProgramServices |
| Management And General | 310627 | ManagementAndGeneral |
| Fundraising | 89743 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97697 | Total |
| Management And General | 97697 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87660 | Total |
| Management And General | 87660 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 558773 | Total |
| Management And General | 558773 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1212674 | Total |
| Program Services | 639058 | ProgramServices |
| Management And General | 504676 | ManagementAndGeneral |
| Fundraising | 68940 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1745 | Total |
| Program Services | 1745 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2114192 | Total |
| Program Services | 1177899 | ProgramServices |
| Management And General | 751079 | ManagementAndGeneral |
| Fundraising | 185214 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 546220 | Total |
| Program Services | 64916 | ProgramServices |
| Management And General | 456250 | ManagementAndGeneral |
| Fundraising | 25054 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 922379 | Total |
| Management And General | 922379 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 746670 | Total |
| Program Services | 734306 | ProgramServices |
| Management And General | 5122 | ManagementAndGeneral |
| Fundraising | 7242 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1004996 | Total |
| Program Services | 759590 | ProgramServices |
| Management And General | 88982 | ManagementAndGeneral |
| Fundraising | 156424 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 629822 | Total |
| Management And General | 629822 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4444983 | Total |
| Management And General | 4444983 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441467 | Total |
| Management And General | 441467 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD | 120258 | 120258 | ||
| MEMBERSHIP DUES | 196508 | 111781 | 77241 | 7486 |
| PLANT ALLOCATION | 8903485 | -8964801 | 61316 | |
| REPAIRS AND MAINTENANCE | 1708422 | 330138 | 1378144 | 140 |
| MISCELLANEOUS | 180052 | 69202 | 107761 | 3089 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247 | Total |
| Program Services | 247 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53517126 | Total |
| Program Services | 44367867 | ProgramServices |
| Management And General | 7052637 | ManagementAndGeneral |
| Fundraising | 2096622 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4100 | BOY |
| EOY | 4100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39516860 | BOY |
| EOY | 33150092 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15702226 | BOY |
| EOY | 17202553 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1887459 | BOY |
| EOY | 2754591 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113400 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235544 | BOY |
| EOY | 346026 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1349708 | BOY |
| EOY | 1066411 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 121133013 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57614568 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64055276 | BOY |
| EOY | 63518445 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56539844 | BOY |
| EOY | 71648882 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108549177 | BOY |
| EOY | 113454105 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10775000 | BOY |
| EOY | 10075000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1340313 | BOY |
| EOY | 1221734 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300068907 | BOY |
| EOY | 314441939 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8018864 | BOY |
| EOY | 8169180 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23927392 | BOY |
| EOY | 24621181 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19460000 | BOY |
| EOY | 19460000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 336724 | BOY |
| EOY | 290152 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51742980 | BOY |
| EOY | 52540513 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118273277 | BOY |
| EOY | 123134860 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57806799 | BOY |
| EOY | 60239345 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72245851 | BOY |
| EOY | 78527221 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248325927 | BOY |
| EOY | 261901426 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300068907 | BOY |
| EOY | 314441939 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 179900191 | BeginningOfYearBalance |
| Contributions | 6888902 | Contributions |
| Investment Earnings Or Losses | 16800840 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1612234 | GrantsOrScholarships |
| Other Expenditures | 8261343 | OtherExpenditures |
| End Of Year Balance | 193716356 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 242774609 | BeginningOfYearBalance |
| Contributions | 3780780 | Contributions |
| Investment Earnings Or Losses | -56309255 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1530856 | GrantsOrScholarships |
| Other Expenditures | 8815087 | OtherExpenditures |
| End Of Year Balance | 179900191 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.39000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.33000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.28000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 845642 | OtherCostOrOtherBasis |
| Book Value | 845642 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 81860365 | OtherCostOrOtherBasis |
| Depreciation | 28785051 | Depreciation |
| Book Value | 53075314 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 11202818 | OtherCostOrOtherBasis |
| Depreciation | 4794741 | Depreciation |
| Book Value | 6408077 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 25943234 | OtherCostOrOtherBasis |
| Depreciation | 22889589 | Depreciation |
| Book Value | 3053645 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1280954 | OtherCostOrOtherBasis |
| Depreciation | 1145187 | Depreciation |
| Book Value | 135767 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 63518445 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE AND MUTUAL FUNDS | 104778315 | F |
| REAL ESTATE FUNDS | 8675790 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 113454105 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY ACCOUNTS | Description |
| Amount | $290,152 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 290152 | TotalOfAmounts |
| Total Revenue | 52655868 | TotalRevenue |
| Total Expenses | 53517126 | TotalExpenses |
| Excess Or Deficit For Year | -861258 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 14929030 | NetUnrealizedGLOnInvestments |
| Other | -$492,273 | OtherAmount |
| Total Adjustments | 14436757 | TotalAdjustments |
| Excess Or Deficit Per FS | 13575499 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 63736195 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 14929030 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 14929030 | RevenueNotRptdF990 |
| Revenue Subtotal | 48807165 | RevenueSubtotal |
| Investment Expenses Not Included | 558773 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 3289930 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3848703 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 52655868 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 50160696 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 758935 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 758935 | ExpensesNotRptdF990 |
| Expenses Subtotal | 49401761 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 558773 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3556592 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4115365 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 53517126 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Reconciliation of Change in Net Assets | Part XI line 8 | Unrealized Loss from Interest Swap ($478,360) Increase in CSV 6,958 Change in value of split interest agreement (20,871) Total: ($492,273) |
| Reconciliation of Revenue per Audited FS | Part XII line 4b | Unrealized Loss from Interest Swap $478,360 Increase in CSV (6,958) Change in value of Split Interest Agreemnt 20,871 Rental Expenses (23,821) Bookstore COGS (735,114) Financial Aid 3,556,593 Rounding (1) TOTAL: $ 3,289,930 |
| Reconciliation of Expense per Audited FS | Part XIII line 2d | Bookstore COGS $735,114 Rental Expenses 23,821 TOTAL $758,935 |
| Reconciliation of Expenses per Audited FS | Part XIII line 4b | Financial Aid $3,556,593 Rounding (1) TOTAL $3,556,592 |
| FIN 48 | Part X | The school provides for income taxes based on FASB ASC Topic 740, "Income Taxes" which establishes the criterion that an individual tax position has to meet for some or all of the benefits of that position to be recognized in the School's financial statements. The School is required to determine that the relevant tax authority would more likely than not sustain the tax position following an audit. The School has applied this criterion to all tax positions for which the statute of limitations remains open. Tax years open to examination by tax authorities under the statute of limitations include fiscal 2007-2010. The School has determined that its tax positions satisfy the more likely than not criterion and that no provision for income taxes is required at June 30, 2010. |
| Part V Endowment Funds | Part V Endowment Funds line 4 | The preeminent function of the Westminster Schools Endowment Fund is to provide financial resources to help underwrite the educational needs of current and future generations of students and to enhance the financial well-being of the Westminster Schools. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | THE SCHOOL'S NONDISCRIMINATORY POLICY IS INCLUDED IN THE ADMISSIONS SECTION OF THE SCHOOL'S WEBSITE (WWW.WESTMINSTER.NET), PRINTED MATERIAL PROVIDED TO EVERY PROSPECTIVE STUDENT, AND IN ANY LOCAL NEWSPAPER OR NATIONAL MAGAZINE IN WHICH THE SCHOOL PLACES AN ADVERTISEMENT. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Sub-Saharan Africa | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | EXCHANGE PROGRAM | SpecificServicesProvided |
| Total Expenditures | 10824 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 10824 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MOUNT KENYA | Identifier |
| Return Reference | SCHEDULE F PART I | ReturnReference |
| Explanation | WESTMINSTER FACULTY, STUDENTS AND BENEFACTORS PROVIDE SUPPORT AND EDUCATIONAL MATERIALS TO MOUNT KENYA, WHICH IS ONE OF THE TOP PREPARATORY SCHOOLS IN EAST AFRICA. THE WESTMINSTER-MOUNT KENYA ACADEMY EXCHANGE WAS ESTABLISHED WHICH GIVES GROUPS OF HIGH SCHOOL STUDENTS FROM BOTH SCHOOLS THE OPPORTUNITY TO VISIT EACH OTHER AND LEARN ABOUT LIFE IN ANOTHER CULTURE. EXPENSES RELATED TO THE EXCHANGE PROGRAM ARE FOR TRANSPORTATION, MEALS, ACCOMMODATIONS AND OTHER MISC EXPENSES: $10,824 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT TUITION AND FEES | TypeOfGrant |
| Number Of Recipients | 293 | NumberOfRecipients |
| Amount Of Cash Grant | 3561572 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grants | Identifier |
| Return Reference | Schedule I Part III Column A | ReturnReference |
| Explanation | THE ORGANIZATION PROVIDES FINANCIAL AID TO STUDENTS ATTENDING THE SCHOOL AND THE AMOUNTS PROVIDE FOR TUITION AND FEES. THE GRANTS ARE TREATED AS A REDUCTION OF REVENUE AND ARE APPLIED DIRECTLY TO TUITION. NO FORMAL MONITORING PROCESS IS NECESSARY BECAUSE RECIPIENTS DO NOT HAVE CONTROL OF THE FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM CLARKSON IV | |||||||||||||
| 242780 | 0 | 41474 | 0 | 59752 | 0 | 21263 | 0 | 49563 | 0 | 414832 | 0 | 0 | 0 |
| WENDY BARNHART | |||||||||||||
| 150648 | 0 | 0 | 0 | 11727 | 0 | 8500 | 0 | 36752 | 0 | 207627 | 0 | 0 | |
| CHARLES SHAFFER | |||||||||||||
| 176263 | 0 | 0 | 0 | 39420 | 0 | 11000 | 0 | 8904 | 0 | 235587 | 0 | 0 | |
| JOSEPH H DIMON IV | |||||||||||||
| 97461 | 0 | 4161 | 0 | 44195 | 0 | 13119 | 0 | 37704 | 0 | 196640 | 0 | 0 | |
| JERE A WELLS | |||||||||||||
| 109966 | 0 | 8676 | 0 | 25950 | 0 | 12979 | 0 | 10418 | 0 | 167989 | 0 | 0 | 0 |
| JESSICA L BAGBY | |||||||||||||
| 129015 | 0 | 0 | 0 | 15491 | 0 | 13068 | 0 | 2021 | 0 | 159595 | 0 | 0 | |
| ANGELA DORSEY | |||||||||||||
| 57555 | 0 | 0 | 0 | 52495 | 0 | 4005 | 0 | 1240 | 0 | 115295 | 0 | 0 | |
| JOHN J ROBERTS | |||||||||||||
| 71040 | 0 | 1740 | 0 | 30971 | 0 | 9326 | 0 | 3329 | 0 | 116406 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Housing Allowance | Schedule J, Part I, Line 1a | As a condition of employment and for the conveniences of the school, selected members of the school management team (the President, Lower school principal, Middle School Principal, Director of Business and Finance, and the Assistant Headmaster for Student Life) are required to reside in campus housing. Based upon the facts and circumstances of the requirements of their respective roles and responsibilities at the school, it is management's position that the housing is non-taxable to the employee. The circumstances of the housing benefit are reviewed on an annual basis to determine if the exclusion under section 119 is applicable. |
| Personal Services | Schedule J, Part 1, Line 1a | The School's housekeeping department provides housekeeping services for the President's on campus residence. |
| Health or Social Club Dues | Schedule J, Part 1, Line 1a | The school allows employees use of the school health and athletic facilities. Social Club dues are paid by the school for individuals who require memberships for their position. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEVELOPMENT AUTHORITY OF FULTON COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 581506878 | IssuerEIN |
| CUSIP Number | 000000000 | CUSIPNumber |
| Date Issued | 2009-08-20 | DateIssued |
| Issue Price | 19470000 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE O | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 19470000 | TotalProceeds |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | false | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SunTrust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20. | TermOfHedge |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 500885 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Replacement Cost | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Conflicts of Interest | Section B Policies 12c | Compliance is required annually at board/committee meetings. The Assistant Secretary of the Board collects annual statements and monitors compliance. Conflicts are disclosed to the board and voting takes place in the absence of the conflicted party. |
| Compensation of Officers | Part VI Section B Policies | The organization uses a compensation committee, independent compensation consultant, form 990 of other organizations, written employee contracts, compensation survey or study, and approval by board to determine compensation of the organization's CEO and other management employees. |
| Form 990 Review Process | Section B Policies 11A | The Form 990 is reviewed by board members prior to filing via email. |
| Form 990 public inspection process | Section C Disclosure 19 | Form 990, governing documents, conflicts of interest policies, and financial statements are available to the public via Guidestar and by request. |
| Tax Exempt Bonds | Schedule K Part I | The original indenture was issued November 13, 2003, with the original project completed 2006. The reissuance is to amend the original indenture to permit the refunded bonds to be converted to a mode that will allow for the refunded bonds to be purchased by a bank and to bear interest at the rates applicable during the bank rate period. The refunded bonds are being reissued in accordance with the provisions of the original indenture. |