BOLLES SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BOLLES SCHOOL (EIN 59-0637814)
- Tax period
- 2010-08-01 to 2011-07-31
- Filed
- 2011-12-15
- IRS object ID
- 201123499349300347
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-12-15T15:53:35-06:00 | Timestamp |
| Tax Period End Date | 2011-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPIN CROUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 972 EMERSON PARKWAY-STE A | AddressLine1 |
| City | GREENWOOD | City |
| State | IN | State |
| ZIP Code | 46143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590637814 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLES SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOLL | NameControl |
| Phone | 9047339292 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 SAN JOSE BOULEVARD | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32217 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR JOHN TRAINER | Name |
| Title | PRESIDENT/HEAD OF SCHOOL | Title |
| Phone | 9047339292 | Phone |
| Date Signed | 2011-12-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178852620 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR JOHN TRAINER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 SAN JOSE BOULEVARD | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31199449 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BOLLES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | BOLLES IS A PRIVATE COLLEGE PREPARATORY SCHOOL WITH AN INTERNATIONAL REPUTATION FOR EXCELLENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 382 | TotalNbrEmployees |
| Total Nbr Volunteers | 59 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1630761 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1201401 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17060752 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18338105 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1196934 | InvestmentIncomePriorYear |
| Investment Income Current Year | 565081 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 441214 | OtherRevenuePriorYear |
| Other Revenue Current Year | 335646 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20329661 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20440233 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 323884 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 403323 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11707727 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11434319 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1180808 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8748393 | OtherExpensePriorYear |
| Other Expenses Current Year | 9435044 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20780004 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21272686 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -450343 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -832453 | RevenuesLessExpensesCY |
| Total Assets BOY | 55911672 | TotalAssetsBOY |
| Total Assets EOY | 59104897 | TotalAssetsEOY |
| Total Liabilities BOY | 37453849 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25553068 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18457823 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33551829 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE BOLLES SCHOOL PREPARES STUDENTS FOR COLLEGE AND LIFE BY INSPIRING ACHIEVEMENT, INTEGRITY, CONFIDENCE, AND COMPASSION IN AN ACADEMIC COMMUNITY DEDICATED TO NURTURING MIND, BODY AND SOUL.ACCORDINGLY, BOLLES PROVIDES AN UNEQUALED BREADTH OF OPPORTUNITIES AND EXPERIENCES WHICH ENABLE EVERY STUDENT TO OPTIMIZE HIS OR HER UNIQUE INTERESTS, ABILITIES, AND TALENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17198313 | Expense |
| Grants | 403323 | Grants |
| Revenue | 18541027 | Revenue |
| Description | THE BOLLES SCHOOL IS A PRIVATE COLLEGE PREPARATORY SCHOOL WITH AN INTERNATIONAL REPUTATION FOR EXCELLENCE. LOCATED IN JACKSONVILLE, FLORIDA, THE SCHOOL ENROLLS MORE THAN 1,700 BOARDING AND DAY STUDENTS IN PRE-KINDERGARTEN THROUGH GRADE 12 ON FOUR CAMPUSES. BOLLES FOCUSES ON A COMPLETE EDUCATION THAT EMPHASIZES EXCELLENCE IN ACADEMICS, THE ARTS, ATHLETICS AND OTHER ACTIVITIES LIKE CLUBS AND COMMUNITY SERVICE. STUDENTS CAN PURSUE THEIR INTERESTS AND LEARN TO BALANCE A RICH VARIETY OF ACTIVITIES. OUR RIGOROUS PROGRAMS PREPARE STUDENTS FOR FUTURE SUCCESS, AND 100 PERCENT OF OUR GRADUATING SENIORS GO ON TO COLLEGE. OUR STUDENTS ALSO LEARN THE IMPORTANCE OF SELF-DISCIPLINE, RESPECT, PERSONAL RESPONSIBILITY AND COMPASSION. THESE VALUES, OUTLINED IN THE BOLLES HONOR CODE, ARE VITAL TO CAMPUS LIFE. | Description |
| Total Program Service Expense | 17198313 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 382 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY GREENE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9042565068 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 SAN JOSE BLVD | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32217 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 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 |
|---|---|---|---|---|---|---|---|
| RODNEY A MCLAUCHLAN | |||||||
| CHAIRMAN/BOT | 4.00 | X | 0 | 0 | 0 | ||
| WILLIAM B LYNCH | |||||||
| VICE CHAIRMAN/BOT | 2.00 | X | 0 | 0 | 0 | ||
| JANET HEALY HYMAN | |||||||
| SECRETARY/BOT | 2.00 | X | 0 | 0 | 0 | ||
| ANNE ALEXANDER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| R PAUL BENT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE A CHAPPELL SR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GARY D CONDRON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD R DOSTIE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELLEN FITZSIMMONS-ROGOWSKI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JUDSON GRAVES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CLARENCE H HOUSTON JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRADLEY R JOHNSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J MALCOLM JONES JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LEWIS S LEE JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EUGENE W MCGRANE JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATHERINE SKINNER NEWTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY L PARKER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| C DANIEL RICE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| P JEREMY SMITH JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SANJAY SWANI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM L VARN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE W VARN JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| C ALAN VERLANDER JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| W BLAKE WILSON SR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LISHA S WISE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES E WYCKOFF | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN E TRAINER JR | |||||||
| PRESIDENT | 40.00 | X | 199803 | 85630 | 40992 | X | |
| NANCY GREENE | |||||||
| ASSOCIATE HEAD/FINANCE | 40.00 | 95760 | 41042 | 10903 | X | ||
| ROBERT WENZEL | |||||||
| ASSOICATE HEAD/ADVANCEMENT | 40.00 | 145588 | 0 | 18113 | X | ||
| SCOTT SMITH | |||||||
| ASSOCIATE HEAD/ACADEMICS | 40.00 | 123829 | 0 | 15413 | X | ||
| BRADFORD REED | |||||||
| ASSOCIATE HEAD/ADMISSIONS | 40.00 | 109361 | 0 | 12793 | X | ||
| SERGIO LOPEZ MIRO | |||||||
| DIRECTOR OF AQUATICS | 40.00 | 107104 | 0 | 12969 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 781445 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 126672 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 111183 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1201401 | AllOtherContributions |
| Noncash Contributions | 112377 | NoncashContributions |
| Total Contributions | 1201401 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET TUITION INCOME | 611600 | 16754571 | 16754571 |
| SUMMER PROGRAMS | 611600 | 835468 | 835468 |
| OTHER STUDENT SERVICES | 611600 | 657811 | 657811 |
| FACILITIES FEES | 611600 | 90255 | 90255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18338105 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 552910 | TotalRevenueColumn |
| Exclusion | $552,910 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 130996 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 20931 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 110065 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 110065 | TotalRevenueColumn |
| Exclusion | $110,065 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10534187 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10522016 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12171 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12171 | TotalRevenueColumn |
| Exclusion | $12,171 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 47550 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 24891 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22659 | TotalRevenueColumn |
| Exclusion | $22,659 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 262345 | GrossSalesOfInventory |
| Cost Of Goods Sold | 191378 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70967 | TotalRevenueColumn |
| Related Or Exempt Function Income | 70967 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 131955 | TotalRevenueColumn |
| Related Or Exempt Function Income | 131955 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 131955 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20440233 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18541027 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $697,805 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403323 | Total |
| Program Services | 403323 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312551 | Total |
| Management And General | 312551 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8697240 | Total |
| Program Services | 7232582 | ProgramServices |
| Management And General | 1075117 | ManagementAndGeneral |
| Fundraising | 389541 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 821842 | Total |
| Program Services | 674075 | ProgramServices |
| Management And General | 109305 | ManagementAndGeneral |
| Fundraising | 38462 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 913224 | Total |
| Program Services | 749026 | ProgramServices |
| Management And General | 121459 | ManagementAndGeneral |
| Fundraising | 42739 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 689462 | Total |
| Program Services | 565496 | ProgramServices |
| Management And General | 91698 | ManagementAndGeneral |
| Fundraising | 32268 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10456 | Total |
| Management And General | 10456 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40442 | Total |
| Management And General | 40442 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89754 | Total |
| Management And General | 89754 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 310095 | Total |
| Fundraising | 310095 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 654048 | Total |
| Program Services | 579391 | ProgramServices |
| Management And General | 38756 | ManagementAndGeneral |
| Fundraising | 35901 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241568 | Total |
| Program Services | 231591 | ProgramServices |
| Management And General | 8093 | ManagementAndGeneral |
| Fundraising | 1884 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2994333 | Total |
| Program Services | 2845087 | ProgramServices |
| Management And General | 126098 | ManagementAndGeneral |
| Fundraising | 23148 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242194 | Total |
| Program Services | 141915 | ProgramServices |
| Management And General | 42476 | ManagementAndGeneral |
| Fundraising | 57803 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206078 | Total |
| Program Services | 197567 | ProgramServices |
| Management And General | 6904 | ManagementAndGeneral |
| Fundraising | 1607 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2121787 | Total |
| Program Services | 2034157 | ProgramServices |
| Management And General | 71080 | ManagementAndGeneral |
| Fundraising | 16550 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| ENDOWMENT FUND EXPENSE | 493005 | 493005 | |
| FOOD SERVICES | 399869 | 399869 | |
| ACADEMIC EXPENSES | 343670 | 343670 | |
| ATHLETIC | 314261 | 314261 | |
| SUMMER PROGRAMS | 284836 | 284836 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 688648 | Total |
| Program Services | 201467 | ProgramServices |
| Management And General | 256371 | ManagementAndGeneral |
| Fundraising | 230810 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21272686 | Total |
| Program Services | 17198313 | ProgramServices |
| Management And General | 2893565 | ManagementAndGeneral |
| Fundraising | 1180808 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5106948 | BOY |
| EOY | 14840236 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1461242 | BOY |
| EOY | 652081 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 614503 | BOY |
| EOY | 288368 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1773289 | BOY |
| EOY | 2860020 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138187 | BOY |
| EOY | 171805 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 632482 | BOY |
| EOY | 835448 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 45047819 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27401965 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17847500 | BOY |
| EOY | 17645854 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28337521 | BOY |
| EOY | 21811085 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55911672 | BOY |
| EOY | 59104897 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 908370 | BOY |
| EOY | 1150772 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13459285 | BOY |
| EOY | 14011186 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2200000 | BOY |
| EOY | 9984743 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20886194 | BOY |
| EOY | 406367 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37453849 | BOY |
| EOY | 25553068 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7403355 | BOY |
| EOY | 22162663 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3377523 | BOY |
| EOY | 3243590 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7676945 | BOY |
| EOY | 8145576 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18457823 | BOY |
| EOY | 33551829 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55911672 | BOY |
| EOY | 59104897 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -832453 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 15926459 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10854469 | BeginningOfYearBalance |
| Contributions | 32330 | Contributions |
| Investment Earnings Or Losses | 1820793 | InvestmentEarningsOrLosses |
| Other Expenditures | -609556 | OtherExpenditures |
| End Of Year Balance | 12098036 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9874820 | BeginningOfYearBalance |
| Contributions | 412622 | Contributions |
| Investment Earnings Or Losses | 991136 | InvestmentEarningsOrLosses |
| Other Expenditures | -424109 | OtherExpenditures |
| End Of Year Balance | 10854469 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11360993 | BeginningOfYearBalance |
| Contributions | 89760 | Contributions |
| Investment Earnings Or Losses | -1433933 | InvestmentEarningsOrLosses |
| Other Expenditures | 142000 | OtherExpenditures |
| End Of Year Balance | 9874820 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.09670 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.23090 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.67240 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 869311 | InvestmentCostOrOtherBasis |
| Book Value | 869311 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 34291687 | InvestmentCostOrOtherBasis |
| Depreciation | 19148865 | Depreciation |
| Book Value | 15142822 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 6688271 | InvestmentCostOrOtherBasis |
| Depreciation | 5895523 | Depreciation |
| Book Value | 792748 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3198550 | InvestmentCostOrOtherBasis |
| Depreciation | 2357577 | Depreciation |
| Book Value | 840973 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17645854 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DERIVATIVE INSTRUMENT | Description |
| Amount | $406,367 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 406367 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE BOLLES SCHOOL ENDOWMENT IS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING OPERATIONAL EXPENSES AND SCHOLARSHIPS FOR STUDENTS. | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | THE BOLLES SCHOOL PRINTS A NON-DISCRIMINATORY STATEMENT ON ALL PUBLICATIONS, INCLUDING ADMISSIONS PAMPHLETS THAT ARE SENT TO PROSPECTIVE STUDENTS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PARENTS ASSOCIATION | NameOfEvent1 |
| Gross Receipts Event1 | 47550 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 47550 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 24891 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 47550 | GrossReceiptsTotal |
| Gross Revenue Total Events | 47550 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 24891 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 24891 | DirectExpenseSummaryEvents |
| Net Income Summary | 22659 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | DONOR RESTRICTED SCHOLARSHIPS AND FINANCIAL ASSISTANCE | TypeOfGrant |
| Amount Of Cash Grant | 403323 | 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: NEED-BASED FINANCIAL ASSISTANCE TO VARIOUS STUDENTS | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN E TRAINER JR | |||||||||||||
| 199803 | 85630 | 0 | 0 | 0 | 0 | 26950 | 11550 | 1744 | 748 | 228497 | 97928 | 0 | 0 |
| ROBERT WENZEL | |||||||||||||
| 145588 | 0 | 0 | 0 | 0 | 0 | 14060 | 0 | 4053 | 0 | 163701 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | JOHN E. TRAINER, JR. PH.D. IS THE ONLY EMPLOYEE WHO RECEIVES HOUSING ALLOWNACE. NANCY GREENE, ROBERT WENZEL, SCOTT SMITH, BRADFORD REED AND JOHN E. TRAINER, JR. PH.D. HAVE HEALTH OR SOCIAL CLUB DUES. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSONVILLE ECONOMIC DEVELOPMENT COMMISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 596000344 | IssuerEIN |
| Date Issued | 2011-07-01 | DateIssued |
| Issue Price | 10000000 | IssuePrice |
| Description Of Purpose | REFINANCE & FINANCE EDUCATIONAL FACULTY | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 1 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 8622755 | AmountRetired |
| Total Proceeds | 10000000 | TotalProceeds |
| Issuance Costs From Proceeds | 200000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 1177245 | CapitalExpenditures |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBVA COMPASS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 11.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Organization | TUITION REMISSION | RelationshipWithOrganization |
| Amount Of Grant | 17550 | AmountOfGrant |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1240 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 9038 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 39043 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Noncash Contribs Rptd F990NoncashContribsRptdF990 |
|---|---|---|
| X | GYM EQUIPMENT | 25000 |
| X | CLASSROOM RENOVATIONS | 46487 |
| X | OTHER | 7783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 WAS PROVIDED TO EACH VOTING BOARD MEMBER AT A RECENT BOARD MEETING. PRIOR TO THE FILING DATE OF THE 990, THE FINANCE COMMITTEE REVIEWED AND APPROVED THE 990. | |
| BOARD OF TRUSTEE MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT EVERY FISCAL YEAR. PURSUANT TO THIS POLICY, EACH SUCH MEMBER WILL RECUSE HIM/HERSELF FROM VOTING ON ANY ISSUE FOR WHICH A CONFLICT FOR THEMSELVES OR THEIR FAMILY EXISTS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| TOTAL COMPENSATION IS DETERMINED BY EITHER THE PRESIDENT, BOARD OF TRUSTEES, OR THE ASSOCIATE HEAD/FINANCE BASED ON MARKET VALUE INFORMATION PROVIDED BY SIMILARLY SITUATED PRIVATE SCHOOLS (NAIS IS USED AS A SOURCE), DEMOGRAPHIC REGIONAL SALARIES ALONG WITH SUCH FACTORS AS BUDGET CONSIDERATIONS, ALLOWANCES OF A NON-PROFIT INSTITUTION, EXPERIENCE, EDUCATION, AND DIFFICULTY IN PLACING POSITION. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC BY REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | INTERFUND PAYABLE | FORM 990, PART XI, LINE 5: |
| THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. | ||
| BOLLES SCHOOLS AUDITED FINANCIAL STATEMENT IS INCLUDED IN A CONSOLIDATED, AUDITED FINANCIAL STATEMENT EACH YEAR WITH THE FINANCIAL DATA OF TWO OTHER RELATED EXEMPT ORGANIZATIONS. HISTORICALLY, TUITION PAYMENTS AND RECEIVABLES HAVE BEEN RECORDED AS INTERCOMPANY RECEIVABLES AND/OR PAYABLES AMONG THE THREE RELATED ENTITIES. THESE AMOUNTS WERE NOT RELIEVED IN THE NORMAL COURSE OF BUSINESS AND THUS CONTINUED TO INCREASE, RESULTING IN THE OVERSTATEMENT OF OTHER ASSETS (FORM 990, PART X, LINE 15 AND SCHEDULE D, PART IX) OR OTHER LIABILITIES (FORM 990, PART X, LINE 25 AND SCHEDULE D, PART X). IN THE YEAR ENDED JULY 31, 2011, MANAGEMENT MADE THE DECISION TO ADJUST FOR THESE INTERCOMPANY PAYABLES/RECEIVABLES. THIS HAS RESULTED IN A PRIOR PERIOD ADJUSTMENT REFLECTED ON FORM 990, PART XI, LINE 5. | PART XI, LINE 5 | |
| THE AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED JULY 31, 2011 INCLUDE $1,536,273 IN UNREALIZED GAINS ON INVESTMENTS. THIS AMOUNT IS PROPERLY OMITTED FROM FORM 990 AND, THUS, IS A RECONCILING ITEM BETWEEN THE FORM 990 TOTAL REVENUE AND THE TOTAL REVENUE REFLECTED IN THE AUDITED FINANCIAL STATEMENTS. | FORM 990, PART VIII, LINE 3 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| BOLLESPONTE VEDRA INC | ||||||||||
| 7400 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | 592503766 | EDUCATIONAL SERVICES | FL | 501(C)(3) | 2 | N/A | 0 |
| BARTRAM CAMPUS BOLLES INC | ||||||||||
| 7400 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | 590624365 | EDUCATIONAL SERVICES | FL | 501(C)(3) | 2 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |