CALVERT SCHOOL INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CALVERT SCHOOL INC (EIN 52-0591510)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201121339349301312
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T08:07:02-05:00 | 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 | RSM MCGLADREY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | 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 | 520591510 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVERT SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALV | NameControl |
| Phone | 4102436054 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 TUSCANY ROAD | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph P McGraw | Name |
| Title | dir of finance & operations | Title |
| Phone | 4102436054 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIA FLANNERY | Name |
| Phone | 4102469300 | 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 | andrew d martire | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 TUSCANY ROAD | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47230326 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CALVERTSCHOOLMD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1897 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | Calvert School is dedicated to educating boys and girls through its time-tested method of teaching and its rigorous curriculum. Particular emphasis is given to mastering essential skills, inspiring a lifelong love of learning, and instilling enthusiasm, responsibility, and self-discipline. Calvert seeks to develop students of high academic achievement, intellectual curiosity, and strong moral character within a supportive and diverse community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 288 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 328340 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 119143 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1077785 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 961777 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24017176 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25120270 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -979132 | InvestmentIncomePriorYear |
| Investment Income Current Year | 223061 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2556 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12270 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24118385 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26317378 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1125191 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1397189 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14858358 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15660405 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 438479 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13283292 | OtherExpensePriorYear |
| Other Expenses Current Year | 13075380 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29266841 | TotalExpensesPriorYear |
| Total Expenses Current Year | 30132974 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5148456 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3815596 | RevenuesLessExpensesCY |
| Total Assets BOY | 78765702 | TotalAssetsBOY |
| Total Assets EOY | 80979031 | TotalAssetsEOY |
| Total Liabilities BOY | 20577501 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22979391 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 58188201 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 57999640 | NetAssetsOrFundBalancesEOY |
| Mission Description | Calvert School is dedicated to educating boys and girls through its time-tested method of teaching and its rigorous curriculum. Particular emphasis is given to mastering essential skills, inspiring a lifelong love of learning, and instilling enthusiam, responsibility, and self-discipline. Calvert seeks to develop students of high academic achievement, intellectual curiosity, and strong moral character within a supportive and diverse community. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9719611 | Expense |
| Grants | 1093370 | Grants |
| Revenue | 10608184 | Revenue |
| Description | Day School - 552 students attend Calvert School in Baltimore, Maryland. There are 10 grades from pre-kindergarten through eighth grade. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5397533 | Expense |
| Grants | 290894 | Grants |
| Revenue | 7084801 | Revenue |
| Description | CES - Private Pay Families - make individual decisions to pursue home schooling and elect to pay for their own education services. They have access to our grade-level placement testing, and receive a complete curriculum including lesson manuals, which outline all daily work, and the live teaching support of an Education Counselor. They have the option of enrolling in the Advisory Teaching Service, a testing and assessment service, which allows them to submit periodic tests and receive informed grade assessment and coaching. This qualifies them to receive a transcript and certificate of completion. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4862379 | Expense |
| Revenue | 6347533 | Revenue |
| Description | CES - Group Partners - receive the same Calvert materials and services provided to private pay families. The partner school retains the student on their rolls and controls the related per-student finances. In addition to the materials and services received by private pay families, Calvert provides technology to support student supervision, communications, and academic tracking. In addition, Calvert develops supplemental curriculum to meet local standards, provides teacher training, and participates as a member of the professional learning community which provides student instruction and support. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 434926 | 502432 | CES - Calvert Public Virtual - Calvert School works in partnership with local virtual public schools which are separate 501(C)(3) nonprofit corporations. Calvert provides all the materials, services, technology, professional development, and participates in the professional learning community in the same way as it does for Group partners. In addition, Calvert School offers management services to these schools, which are reported as unrelated business income. | |
| 936306 | 577320 | Verticy Learning is a specialized curriculum option for children with language based learning disabilities. It was developed through a joint learning initiative with Jemicy School, a not for profit with 39 years of experience in supporting this profile of student in a classroom environment. The program uses the distance learning competencies of Calvert School, the Calvert curriculum and services, and combines these with the specialized instruction competency of Jemicy. This program is used by our partner schools and our private pay families and enjoys the same services and some of the same materials. | 12925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1371232 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 12925 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1079752 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 21350755 | 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 | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 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 | 121 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 288 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH P MCGRAW | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4102436054 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 TUSCANY ROAD | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| CARVILLE B COLLINS ESQ | ||||||||
| CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| ROBERT G BLUE ESQ | ||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| JANET E MCHUGHESQ | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| GINA ADAMS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DAVID ALLAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| H WARD CLASSEN ESQ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| FRED CROZIER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARK A DEWIRE ESQ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JAMES G EBELING MD | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| F WHITINGTON FOSTER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOSEPH HABERMAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM S HARRISON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| EDWARD G HART III | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PRISCILLA HOBLITZELL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DAVID S KNIPP | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LEE H RILEY III MD | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JAMES B STRADTNER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| STUART M SUTLEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ANDREW D MARTIRE | ||||||||
| HEAD MASTER/DAY SCHOOL | 40.00 | X | 311042 | 0 | 70606 | |||
| JOSEPH P MCGRAW | ||||||||
| CFO/DAY SCHOOL | 40.00 | X | 147019 | 0 | 53622 | |||
| JEAN C HALLE | ||||||||
| PRESIDENT/CES | 40.00 | X | 258642 | 0 | 56344 | |||
| STEVEN BROWN | ||||||||
| V.P. OF TECH. & OPS./CES | 40.00 | 177186 | 0 | 54154 | X | |||
| Irving Quimby | ||||||||
| Director of operations | 40.00 | 116065 | 0 | 10091 | X | |||
| MICHAEL CM WILMETH | ||||||||
| DIR. MARKETING | 40.00 | 109933 | 0 | 26518 | X | |||
| DAVID CLAPP | ||||||||
| ASSITANT HEADMASTER | 40.00 | 116121 | 0 | 26353 | X | |||
| GLORIA JULIUS | ||||||||
| CHIEF LEARNING OFFICER | 40.00 | 173179 | 0 | 5155 | X | |||
| R BRADY LOCHER JR | ||||||||
| DIR. OF PARTNERSHIP DEV. | 40.00 | 165547 | 0 | 42033 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1574734 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 344876 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHARTWELLS | |||||
| COMPASS GROUP USA PO BOX 91337 | CHICAGO | IL | 60693 | FOOD SERVICES | 616274 |
| tuscany group | |||||
| 323 tuscany road | baltimore | MD | 21210 | business consulting | 161335 |
| osiris group inc | |||||
| 3624 market street | philadelphia | PA | 19104 | web development | 113050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 11052 | FundraisingEvents |
| All Other Contributions | 950725 | AllOtherContributions |
| Noncash Contributions | 101522 | NoncashContributions |
| Total Contributions | 961777 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| SCHOOL TUITION | 511190 | 24578886 | 24250546 | 328340 |
| misc income & fees | 900099 | 210876 | 210876 | |
| AFTER SCHOOL CARE | 611710 | 210610 | 210610 | |
| SUMMER CAMPS | 611710 | 77733 | 77733 | |
| SCHOOL CLUBS | 611710 | 34315 | 34315 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7850 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7850 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25120270 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 933637 | TotalRevenueColumn |
| Exclusion | $933,637 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2910 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2910 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2910 | TotalRevenueColumn |
| Exclusion | $2,910 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20126360 | Securities |
| Other | 17542 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20845612 | Securities |
| Other | 8866 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -719252 | Securities |
| Other | 8676 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -710576 | TotalRevenueColumn |
| Exclusion | -$710,576 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 55530 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 11052 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 53270 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2260 | TotalRevenueColumn |
| Exclusion | $2,260 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 12300 | GrossIncomeGaming |
| Gaming Direct Expenses | 5200 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7100 | TotalRevenueColumn |
| Exclusion | $7,100 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26317378 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24791930 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 328340 | UnrelatedBusinessRevenue |
| Exclusion | $235,331 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1397189 | Total |
| Program Services | 1397189 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1135852 | Total |
| Program Services | 755255 | ProgramServices |
| Management And General | 352115 | ManagementAndGeneral |
| Fundraising | 28482 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10505082 | Total |
| Program Services | 6985077 | ProgramServices |
| Management And General | 3256576 | ManagementAndGeneral |
| Fundraising | 263429 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334952 | Total |
| Program Services | 222718 | ProgramServices |
| Management And General | 103835 | ManagementAndGeneral |
| Fundraising | 8399 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2913723 | Total |
| Program Services | 1937403 | ProgramServices |
| Management And General | 903254 | ManagementAndGeneral |
| Fundraising | 73066 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 770796 | Total |
| Program Services | 512520 | ProgramServices |
| Management And General | 238947 | ManagementAndGeneral |
| Fundraising | 19329 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147679 | Total |
| Program Services | 120736 | ProgramServices |
| Management And General | 26943 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44365 | Total |
| Management And General | 44365 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99317 | Total |
| Management And General | 99317 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 703060 | Total |
| Program Services | 642223 | ProgramServices |
| Management And General | 60837 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354420 | Total |
| Program Services | 337517 | ProgramServices |
| Management And General | 16903 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1133157 | Total |
| Program Services | 874859 | ProgramServices |
| Management And General | 251086 | ManagementAndGeneral |
| Fundraising | 7212 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1600471 | Total |
| Program Services | 1433017 | ProgramServices |
| Management And General | 151019 | ManagementAndGeneral |
| Fundraising | 16435 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69612 | Total |
| Program Services | 69612 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1517890 | Total |
| Management And General | 1517890 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112969 | Total |
| Program Services | 110072 | ProgramServices |
| Management And General | 2897 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75292 | Total |
| Program Services | 55179 | ProgramServices |
| Management And General | 20113 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354314 | Total |
| Management And General | 354314 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1413392 | Total |
| Program Services | 1413392 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216071 | Total |
| Program Services | 101777 | ProgramServices |
| Management And General | 114294 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| incOME TAX EXPENSE | 308 | 308 | ||
| HOME SCHOOL-PRIVATE PAY | 4056375 | 4056375 | ||
| BAD DEBT | 503247 | 503247 | ||
| STUDENT SERVICES | 179676 | 179676 | ||
| MISCELLANEOUS | 145312 | 72777 | 69799 | 2736 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348453 | Total |
| Program Services | 76359 | ProgramServices |
| Management And General | 252703 | ManagementAndGeneral |
| Fundraising | 19391 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30132974 | Total |
| Program Services | 21350755 | ProgramServices |
| Management And General | 8343740 | ManagementAndGeneral |
| Fundraising | 438479 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2050 | BOY |
| EOY | 1450 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4769024 | BOY |
| EOY | 4779776 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188408 | BOY |
| EOY | 150131 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 447793 | BOY |
| EOY | 1720662 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288590 | BOY |
| EOY | 288590 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202000 | BOY |
| EOY | 382873 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5417115 | BOY |
| EOY | 5514921 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 440915 | BOY |
| EOY | 455035 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40627320 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10928259 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30858619 | BOY |
| EOY | 29699061 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31238680 | BOY |
| EOY | 31328631 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3038886 | BOY |
| EOY | 4717548 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1873622 | BOY |
| EOY | 1940353 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78765702 | BOY |
| EOY | 80979031 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6630088 | BOY |
| EOY | 7665193 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1947413 | BOY |
| EOY | 3714198 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12000000 | BOY |
| EOY | 11600000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20577501 | BOY |
| EOY | 22979391 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53243239 | BOY |
| EOY | 53049797 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1150062 | BOY |
| EOY | 921597 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3794900 | BOY |
| EOY | 4028246 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58188201 | BOY |
| EOY | 57999640 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78765702 | BOY |
| EOY | 80979031 | 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) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 1.00 | TotalAcreage |
| Nmbr Hist Struct Easements | 1 | NmbrHistStructEasements |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 5.00 | StaffHoursSpentOnEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33122223 | BeginningOfYearBalance |
| Contributions | 173371 | Contributions |
| Investment Earnings Or Losses | 3805001 | InvestmentEarningsOrLosses |
| Other Expenditures | 1727447 | OtherExpenditures |
| End Of Year Balance | 35373148 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43242907 | BeginningOfYearBalance |
| Contributions | 478323 | Contributions |
| Investment Earnings Or Losses | -7781765 | InvestmentEarningsOrLosses |
| Other Expenditures | 2817242 | OtherExpenditures |
| End Of Year Balance | 33122223 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.88680 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.11320 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11532118 | OtherCostOrOtherBasis |
| Book Value | 11532118 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22530577 | OtherCostOrOtherBasis |
| Depreciation | 5772763 | Depreciation |
| Book Value | 16757814 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6564625 | OtherCostOrOtherBasis |
| Depreciation | 5155496 | Depreciation |
| Book Value | 1409129 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 29699061 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED PARTNERSHIPS | 3490786 | C |
| perpetual charitable trust | 1226762 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4717548 | TotalOfBookValueSecurities |
| Total Revenue | 26317378 | TotalRevenue |
| Total Expenses | 30132974 | TotalExpenses |
| Excess Or Deficit For Year | -3815596 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4139767 | NetUnrealizedGLOnInvestments |
| Other | -$512,732 | OtherAmount |
| Total Adjustments | 3627035 | TotalAdjustments |
| Excess Or Deficit Per FS | -188561 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29005233 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4139767 | NetUnrealizedGainsInvestments |
| Other Revenues | 53270 | OtherRevenues |
| Revenue Not Rptd F990 | 4193037 | RevenueNotRptdF990 |
| Revenue Subtotal | 24812196 | RevenueSubtotal |
| Investment Expenses Not Included | 99317 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1405865 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1505182 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 26317378 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 28681062 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 53270 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 53270 | ExpensesNotRptdF990 |
| Expenses Subtotal | 28627792 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 99317 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1405865 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1505182 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 30132974 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part II, Line 9: | Description of How Organization Reports Conservation Easements: | assets are recorded at cost AND INCLUDED IN THE VALUE OF LAND ON THE SCHOOL'S BALANCE SHEET. THERE ARE no revenues or expenses related to the easement. |
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | to support specific purposes identified by donors and the overall operation of the school. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | Part X: When tax returns are filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would be ultimately sustained. The benefit of a tax position is recognized in the financial statements in the period during which, based on all available evidence, management believes it is more likely than not that the position will be sustained upon examination, including the resolution of appeals or litigation processes, if any. Tax positions taken are not offset or aggregated with other positions. Tax positions that meet the more-likely-than-not recognition threshold are measured as the largest amount of tax benefit that is more than 50% likely of being realized upon settlement with the applicable taxing authority. As of June 30, 2010 and 2009, and for the years then ended, there are no material unrecognized/derecognized tax benefits or tax penalties or interest. The School is no longer subject to U.S. federal and state income tax examinations by tax authorities before 2006. The portion of the benefits associated with tax positions taken that exceeds the amount measured as described above would be reflected as a liability for unrecognized tax benefits in the accompanying statements of financial position along with any associated interest and penalties that would be payable to the taxing authorities upon examination. Interest and penalties associated with unrecognized tax benefits would be classified as additional income taxes in the statements of activities. |
| Part XI, Line 8 - Other Adjustments: | PENSION RELATED CHANGES: -512732. | |
| Part XII, Line 2d - Other Adjustments: | fundraising expense netted on the financial statement: 53270. | |
| Part XII, Line 4b - Other Adjustments: | FINANCIAL AID EXPENSES NETTED WITH TUiTION ON FINANCIAL STATEMENTS: 1397189. gain on disposal netted with expenses on financial statements: 8676. | |
| Part XIII, Line 2d - Other Adjustments: | fundraising expense netted on the financial statement: 53270. | |
| Part XIII, Line 4b - Other Adjustments: | FINANCIAL AID EXPENSES NETTED WITH TUiTION ON FINANCIAL STATEMENTS: 1397189. gain on disposal netted with expenses on financial statements: 8676. |
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 | NONDISCRIMINATORY POLICY IS PUBLISHED IN SCHOOL BROCHURES, APPLICATIONS FOR ADMISSION AND IN THE LOCAL TRADE NEWSPAPERS AND PERIODICALS. | 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 G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | golf tournament | NameOfEvent1 |
| Gross Receipts Event1 | 25840 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10950 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 14890 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 1820 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 5894 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 12000 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 9883 | OtherDirectExpensesEvent1 |
| Name Of Event2 | corks for calvert | NameOfEvent2 |
| Gross Receipts Event2 | 40742 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 102 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 40640 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 5000 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 439 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 7878 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 10356 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 66582 | GrossReceiptsTotal |
| Charitable Contributions Total | 11052 | CharitableContributionsTotal |
| Gross Revenue Total Events | 55530 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 6820 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 6333 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 19878 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 20239 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 53270 | DirectExpenseSummaryEvents |
| Net Income Summary | 2260 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | financial aid | TypeOfGrant |
| Number Of Recipients | 128 | NumberOfRecipients |
| Amount Of Cash Grant | 1397189 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: ALL GRANTS REDUCE THE TUITION BILL OF STUDENTS. NO CASH IS GIVEN DIRECTLY TO STUDENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW D MARTIRE | |||||||||||||
| 266328 | 0 | 0 | 0 | 44714 | 0 | 22518 | 0 | 50548 | 0 | 384108 | 0 | 0 | 0 |
| JOSEPH P MCGRAW | |||||||||||||
| 147019 | 0 | 0 | 0 | 0 | 0 | 16414 | 0 | 39499 | 0 | 202932 | 0 | 0 | 0 |
| JEAN C HALLE | |||||||||||||
| 258642 | 0 | 0 | 0 | 0 | 0 | 39656 | 0 | 20002 | 0 | 318300 | 0 | 0 | 0 |
| STEVEN BROWN | |||||||||||||
| 177186 | 0 | 0 | 0 | 0 | 0 | 41202 | 0 | 16154 | 0 | 234542 | 0 | 0 | 0 |
| GLORIA JULIUS | |||||||||||||
| 173179 | 0 | 0 | 0 | 0 | 0 | 5155 | 0 | 1375 | 0 | 179709 | 0 | 0 | 0 |
| R BRADY LOCHER JR | |||||||||||||
| 165547 | 0 | 0 | 0 | 0 | 0 | 25845 | 0 | 17153 | 0 | 208545 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | andrew martire, The head master, receives these benefits. they include $7,856 of tax indemnification and gross up payments that are included in his taxable wages, nontaxable social club dues of $435, and $14,000 in nontaxable benefits for housing and personal services. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | andrew d martire | NamePerson |
| Purpose Of Loan | deferred compensation related | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $318,840 | OriginalPrincipalAmount |
| Balance Due | 288590 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 288590 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Amount Of GrantAmountOfGrant |
|---|---|
| financial aid | 4800 |
| financial aid | 6600 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 29 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 101522 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The School's financial managers and staff provide the necessary information to prepare the tax return. A committee of four Board members with financial backgrounds and knowledge of the school's financial reporting review a draft of the completed return prior to filing the return. The entire Board of Trustees receives a PUBLIC DISCLOSURE copy of the return WITH THE CONFIDENTIAL INFORMATION AVAILABLE UPON REQUEST before it is filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | All Board of Trustee members and top management officials annually complete a conflict of interest disclosure statement. The statement requires disclosure of "any matter that the Board member believes may involve a possible conflict of interest and shall thereafter supplement such annual written disclosure with information pertaining to conflicts of interest arising after the annual disclosure has been filed." |
| Form 990, Part VI, Section B, line 15 | The School has a Compensation Committee comprised of two Board members and a former Board member. The Committee meets annually to review the COMPENSATION OF TOP MANAGEMENT OFFICIALS AND REVIEWS written employment contracts WHEN RENEWED OR REVISED. An independent consultant is hired to prepare a market study report of compensation packages of comparable school's management. The Committee reviews the performance of management and the independent consultant's report. The Compensation Committee approveS the compensation plans. |
| Form 990, Part VI, Section C, line 19 | All documents are made avaiLable upon request. |