RECTORY SCHOOL INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: RECTORY SCHOOL INC (EIN 06-0646805)
Tax period: 2009-09-01 to 2010-08-31
Filed: 2011-07-15
IRS object ID: 201121969349301122
Schema version: 2009v1.3
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 I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-07-15T12:57:19-07:00	Timestamp
Tax Period End Date	2010-08-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	O'CONNELL PACE & COMPANY PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	609 FARMINGTON AVENUE SUITE 201	AddressLine1
City	HARTFORD	City
State	CT	State
ZIP Code	06105	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2009-09-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	060646805	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	RECTORY SCHOOL INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	RECT	NameControl
Phone	8609286025	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	528 POMFRET STREET	AddressLine1
City	POMFRET	City
State	CT	State
ZIP Code	06258	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	HENRY S WOODBRIDGE JR	Name
Title	PRESIDENT	Title
Phone	8609286025	Phone
Date Signed	2001-07-11	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MARIO PACE	Name
Phone	8602473917	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	MAGGIE WARD	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	528 POMFRET STREET	AddressLine1
City	POMFRET	City
State	CT	State
ZIP Code	06258	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	15083823	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	www.rectoryschool.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1935	YearFormation
State Legal Domicile	CT	StateLegalDomicile
Activity Or Mission Description	To provide students, from early childhood through middle school, with an enriched and supportive academic social, and ethical community that addresses individual learning styles, aptitudes and needs while promoting self worth and accountability.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	15	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	15	NbrIndependentVotingMembers
Total Nbr Employees	166	TotalNbrEmployees
Total Nbr Volunteers	33	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	565884	ContributionsGrantsPriorYear
Contributions Grants Current Year	888293	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	8442277	ProgramServiceRevenuePriorYear
Program Service Revenue CY	8600477	ProgramServiceRevenueCY
Investment Income Prior Year	-2059646	InvestmentIncomePriorYear
Investment Income Current Year	823139	InvestmentIncomeCurrentYear
Other Revenue Prior Year	40929	OtherRevenuePriorYear
Other Revenue Current Year	39728	OtherRevenueCurrentYear
Total Revenue Prior Year	6989444	TotalRevenuePriorYear
Total Revenue Current Year	10351637	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	1272915	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	1531120	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	5591213	SalariesEtcPriorYear
Salaries Etc Current Year	4877300	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	501354	TotalFundrsngExpCurrentYear
Other Expense Prior Year	3904200	OtherExpensePriorYear
Other Expenses Current Year	3772758	OtherExpensesCurrentYear
Total Expenses Prior Year	10768328	TotalExpensesPriorYear
Total Expenses Current Year	10181178	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-3778884	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	170459	RevenuesLessExpensesCY
Total Assets BOY	26747757	TotalAssetsBOY
Total Assets EOY	28282506	TotalAssetsEOY
Total Liabilities BOY	11667679	TotalLiabilitiesBOY
Total Liabilities EOY	13241345	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	15080078	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	15041161	NetAssetsOrFundBalancesEOY
Mission Description	To provide students, from early	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	8484744	Expense
Grants	1531120	Grants
Revenue	8600477	Revenue
Description	RECTORY SCHOOL IS AN INDEPENDENT COEDUCATIONAL JUNIOR BOARDING SCHOOL FOR GRADES 5 THROUGH 9 AND A COEDUCATIONAL DAY SCHOOL FOR INFANTS & TODDLERS THROUGH GRADE NINE.	Description
Total Program Service Expense	8484744	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	false	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	false	TaxExemptBonds
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	false	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	30	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	166	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
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
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Nbr Voting Governing Body Members	15	NbrVotingGoverningBodyMembers
Number Independent Voting Members	15	NumberIndependentVotingMembers
Family Or Business Relationship	true	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	CT	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	MAGGIE WARD	NamePerson
Telephone Number	8609286025	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	RECTORY SCHOOL	AddressLine1
City	POMFRET	City
State	CT	State
ZIP Code	06258	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	FormerFormer
MR DOUGLAS AMES
Trustee	5.00	X	0	0	0
MR MICHAEL J ANGELIDES
Treasurer	5.00	X	0	0	0	X
MR WILLIAM BLIND JR
Trustee	5.00	X	0	0	0
MR CHRISTOPHER D BURNER
Trustee	5.00	X	0	0	0
DR GARFIELD W DANENHOWER
Trustee	5.00	X	0	0	0
MR JOHN GRAY
Trustee	5.00	X	0	0	0
MR MICHAEL C KEMPNER
Trustee	5.00	X	0	0	0
MR EDWARD D KRATOVIL
Trustee	5.00	X	0	0	0
MR NAMSOO LEE
Trustee	5.00	X	0	0	0
MSKATHLEEN R LEVEILEE
Secretary	5.00	X	0	0	0	X
MS JOAN LOOS
Trustee	5.00	X	0	0	0
MS JUDITH K MITCHELL
Vice President	5.00	X	0	0	0	X
MR GLEN C SMITH
Trustee	5.00	X	0	0	0
MR HENRY B SMITH
Trustee	5.00	X	0	0	0
MR HENRY S WOODBRIDGE JR
President	5.00	X	0	0	0	X
THOMAS ARMY
Former Headmaster	40.00		188167	0	24302		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	188167	TotalReportableCompFromOrg
Total Other Compensation	24302	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	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
PO BOX 91337	CHICAGO	IL	606931337	Food Service	568475
MICHAEL W WOLCHESKY
PO BOX 79	POMFRET CENTER	CT	06259	Construction	400616
E&R LAUNDRY & DRY CLEANERS
565 GOLD STREET	MANCHESTER	NH	03103	Laundry Service	121319

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	3	NumberOfContractorsGT100K
All Other Contributions	888293	AllOtherContributions
Total Contributions	888293	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
Tuition & fees	611600	8208257	8208257
Student support services	611600	392220		$392,220

Field	Value	IRS element (for citing)
Total Program Service Revenue	8600477	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	209932	TotalRevenueColumn
Exclusion	$209,932	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	5234001	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	4620794	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	613207	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	613207	TotalRevenueColumn
Exclusion	$613,207	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	151120	GrossSalesOfInventory
Cost Of Goods Sold	111392	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	39728	TotalRevenueColumn
Related Or Exempt Function Income	39728	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	10351637	TotalRevenueColumn
Related Or Exempt Function Income	8247985	RelatedOrExemptFunctionIncome
Exclusion	$1,215,359	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	1531120	Total
Program Services	1531120	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	3880473	Total
Program Services	3137771	ProgramServices
Management And General	467929	ManagementAndGeneral
Fundraising	274773	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	185430	Total
Program Services	144686	ProgramServices
Management And General	27019	ManagementAndGeneral
Fundraising	13725	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	507598	Total
Program Services	368524	ProgramServices
Management And General	102753	ManagementAndGeneral
Fundraising	36321	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	303799	Total
Program Services	216838	ProgramServices
Management And General	67017	ManagementAndGeneral
Fundraising	19944	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	126067	Total
Program Services	69466	ProgramServices
Management And General	56601	ManagementAndGeneral
Fundraising	0	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	65539	Total
Program Services	65539	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	352307	Total
Program Services	26124	ProgramServices
Management And General	280798	ManagementAndGeneral
Fundraising	45385	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	17439	Total
Program Services	16320	ProgramServices
Management And General	1119	ManagementAndGeneral
Fundraising	0	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	428473	Total
Program Services	381341	ProgramServices
Management And General	42847	ManagementAndGeneral
Fundraising	4285	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	85004	Total
Program Services	63153	ProgramServices
Management And General	3454	ManagementAndGeneral
Fundraising	18397	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	208782	Total
Program Services	208782	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	825797	Total
Program Services	734959	ProgramServices
Management And General	82580	ManagementAndGeneral
Fundraising	8258	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	90436	Total
Program Services	80488	ProgramServices
Management And General	9044	ManagementAndGeneral
Fundraising	904	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Departmental Expenses	673851	540709	53780	79362
Food Service	535801	535801	0	0
Repairs & Maintenance	217128	216989	139	0
Student Activities	146134	146134	0	0

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	10181178	Total
Program Services	8484744	ProgramServices
Management And General	1195080	ManagementAndGeneral
Fundraising	501354	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	600	BOY
EOY	600	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	2550599	BOY
EOY	4416508	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	129413	BOY
EOY	196096	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	562857	BOY
EOY	577972	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	172334	BOY
EOY	202572	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	581852	BOY
EOY	119344	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	26274132	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	10272675	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	15809612	BOY
EOY	16001457	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	6591829	BOY
EOY	6427321	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	261795	BOY
EOY	252085	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	86866	BOY
EOY	88551	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	26747757	BOY
EOY	28282506	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	546695	BOY
EOY	440151	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	4653089	BOY
EOY	6545646	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	5990000	BOY
EOY	5805000	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	265375	BOY
EOY	238999	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	212520	BOY
EOY	211549	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	11667679	BOY
EOY	13241345	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	10551128	BOY
EOY	10211103	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2625316	BOY
EOY	2863734	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1903634	BOY
EOY	1966324	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	15080078	BOY
EOY	15041161	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	26747757	BOY
EOY	28282506	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
Public Support Total170	0	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Pertcentage170	0	PublicSupportPertcentage170
Public Support Total509	0	PublicSupportTotal509
Public Support Percentage509	0	PublicSupportPercentage509
Investment Income Percentage	0	InvestmentIncomePercentage

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

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	7109410	BeginningOfYearBalance
Contributions	676745	Contributions
Investment Earnings Or Losses	647337	InvestmentEarningsOrLosses
Other Expenditures	876745	OtherExpenditures
Administrative Expenses	35110	AdministrativeExpenses
End Of Year Balance	7521637	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	9199806	BeginningOfYearBalance
Contributions	500000	Contributions
Investment Earnings Or Losses	-1812611	InvestmentEarningsOrLosses
Other Expenditures	742500	OtherExpenditures
Administrative Expenses	35285	AdministrativeExpenses
End Of Year Balance	7109410	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.45260	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.26140	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.28600	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	23314883	OtherCostOrOtherBasis
Depreciation	8822847	Depreciation
Book Value	14492036	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2959249	OtherCostOrOtherBasis
Depreciation	1449828	Depreciation
Book Value	1509421	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	16001457	TotalOfBookValueLandBuildings

Other Assets OtherAssets (2 entries)

DescriptionDescription	Book ValueBookValue
Deposits	29740
Accrued Interest	58811

Field	Value	IRS element (for citing)
Total Book Value Other Assets	88551	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Obligation Under Interest Rate Swap	Description
Amount	$211,549	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	211549	TotalOfAmounts
Total Revenue	10351637	TotalRevenue
Total Expenses	10181178	TotalExpenses
Excess Or Deficit For Year	170459	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-209376	NetUnrealizedGLOnInvestments
Total Adjustments	-209376	TotalAdjustments
Excess Or Deficit Per FS	-38917	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	8722533	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-209376	NetUnrealizedGainsInvestments
Other Revenues	111392	OtherRevenues
Revenue Not Rptd F990	-97984	RevenueNotRptdF990
Revenue Subtotal	8820517	RevenueSubtotal
Other Revenues Not Included	1531120	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	1531120	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	10351637	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	8761450	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	111392	OtherExpensesIncluded
Expenses Not Rptd F990	111392	ExpensesNotRptdF990
Expenses Subtotal	8650058	ExpensesSubtotal
Other Expenses Not Included	1531120	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	1531120	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	10181178	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)

IdentifierIdentifier	ExplanationExplanation
Pt V Line 4	The School invests its endowment funds to generate income
	and long-term growth. The income of which is utilized in accordance with donor stipulations, if any, and support of the School's exempt activities. The appreciation is utilized in accordance with the School's spending policy.
Pt X	Uncertain Tax Provisions:
	UNCERTAINTY IN INCOME TAXES. THE STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION OF TAX BENEFITS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE STANDARD ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, DERECOGNITION, CLASSIFICATION, INTEREST, AND PENALTIES, AND DISCLOSURE. THE ADOPTION OF THIS STANDARD DID NOT HAVE AN IMPACT ON THE O
Pt XII Line 2d	School Store Cost of Goods Sold = $111,392
Pt XII Line 4b	Financial Aid Expenses Reported Net of Tuition Revenue = $1,531,120
Pt XIII Line 2d	School Store Cost of Goods Sold = $111,392
Pt XIII Line 4b	Financial Aid Expenses Reported Net of Tuition Revenue = $1,531,120

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	STATEMENT OF NON-DISCRIMINATORY POLICY WAS PUBLISHED IN LOCAL AND REGIONAL NEWSPAPERS AND WEBSITE.	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
Government Financial Aid Revoked	false	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	true	ComplianceWithRevProc7550

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	Financial Aid	TypeOfGrant
Number Of Recipients	78	NumberOfRecipients
Amount Of Non Cash Assistance	1531120	AmountOfNonCashAssistance
Method Of Valuation	FMV	MethodOfValuation
Description Of Non Cash Assistance	Financial Aid	DescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Pt I Line 2	Identifier
Explanation	Assistance is granted based on the need of each individual student	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Discretionary Spending Account	X	DiscretionarySpendingAccount
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Personal Services	X	PersonalServices
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	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

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	THOMAS ARMY	NamePerson
Base Compensation Filing Org	188167	BaseCompensationFilingOrg
Deferred Comp Filing Org	14181	DeferredCompFilingOrg
Nontaxable Benefits Filing Org	10121	NontaxableBenefitsFilingOrg
Total Compensation Filing Org	212469	TotalCompensationFilingOrg

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	Pt I Line 4a	Identifier
Explanation	The Former Headmaster retired from the School in June 2009 and received salary continuation this year as a taxable retirement benefit from the School. The total retirement benefits paid to the Former Headmaster during the calendar year 2009 was $212,469.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (18 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI-A, Line 2	The Middle School Director and a Trustee are cousins.
Pt VI-B, Line 11A	The Form 990 is reviewed and approved by the finance committee
	prior to the presentation to the full Board for its review
	and approval. The appropriate officer of the Organization is
	then informed of the approval for filing and the return
	is submitted to IRS.
Pt VI-B, Line 12c	The Organization discusses the policy with the Board
	of Directors and employees. The Organization annually
	certifies that there are no conflicts of interest.
Pt VI-B, Line 15	The Organization's Executive Committee reviews the salary
	and benefits of the Headmaster and compares them to salaries of Heads
	of like-sized schools. The Headmaster's contract is presented
	to the remainder of the board for approval.
	The Headmaster and Executive Committee of the Board review the salaries
	of other key employees and compare them to the salaries of
	key employees of like-sized schools.
Pt VI-C, Line 19	The Form 990 is available upon request and is also
	available on the Guidestar website.