BLAKE SCHOOL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BLAKE SCHOOL (EIN 23-7243247)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-25
- IRS object ID
- 201131159349300218
- Schema version
- 2009v1.7
- Note
- A later return for the same period supersedes this one.
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-25T14:04:47-05:00 | 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 | LARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | 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 | 237243247 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BLAKE SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BLAK | NameControl |
| Phone | 9529883459 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE RD S | AddressLine1 |
| City | HOPKINS | City |
| State | MN | State |
| ZIP Code | 55343 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN C GULLA | Name |
| Title | HEAD OF SCHOOL | Title |
| Phone | 9529883459 | Phone |
| Date Signed | 2011-04-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6123764500 | 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 | JOHN C GULLA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE RD S | AddressLine1 |
| City | HOPKINS | City |
| State | MN | State |
| ZIP Code | 55343 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 52840981 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.BLAKESCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1900 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE STUDENTS WITH AN EXCELLENT, ACADEMICALLY CHALLENGING EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 575 | TotalNbrEmployees |
| Total Nbr Volunteers | 450 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4236244 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4722404 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30936562 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 31607045 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3166797 | InvestmentIncomePriorYear |
| Investment Income Current Year | 23181 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 86900 | OtherRevenuePriorYear |
| Other Revenue Current Year | 111333 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 32092909 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36463963 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3899413 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4173643 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22509043 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22783542 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1037339 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10228702 | OtherExpensePriorYear |
| Other Expenses Current Year | 9647800 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 36637158 | TotalExpensesPriorYear |
| Total Expenses Current Year | 36604985 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4544249 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -141022 | RevenuesLessExpensesCY |
| Total Assets BOY | 83957375 | TotalAssetsBOY |
| Total Assets EOY | 88285784 | TotalAssetsEOY |
| Total Liabilities BOY | 20330102 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20241108 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 63627273 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 68044676 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Blake School provides students with an excellent, academically challenging education in a diverse and supportive community committed to a common set of values. Students are expected to participate in an integrated program of academic, artistic and athletic activities in preparation for college, life-long learning, community service and lives as responsible world citizens. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 30992327 | Expense |
| Grants | 4173644 | Grants |
| Revenue | 31607045 | Revenue |
| Description | The Blake School is an independent pre-kindergarten through grade 12 school serving students throughout the Twin Cities with campuses located in Minneapolis, Hopkins and Wayzata. Enrollment in 2009-2010 was 1,374 students. In support of its commitment to cultural and socioeconomic diversity as being an essential part of its educational goals, the school granted $4,173,644 in financial aid to 246 students. | Description |
| Total Program Service Expense | 30992327 | 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 |
| 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 41 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 575 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATRICIA FRASHER NELSON CONTROLLER | NamePerson |
| Telephone Number | 9529883459 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BLAKE ROAD SOUTH | AddressLine1 |
| City | HOPKINS | City |
| State | MN | State |
| ZIP Code | 55343 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| John C Gulla | |||||||
| Head of School | 40.00 | X | X | 376411 | 0 | 204885 | |
| ELizabeth Eppes Winton | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| Norman Rickeman | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| Robin T Hartwell | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| Michael M Boardman | |||||||
| TREAsurer | 1.00 | X | X | 0 | 0 | 0 | |
| DARREN ACHESON | |||||||
| TRUStee | 1.00 | X | 0 | 0 | 0 | ||
| Kari Alldredge | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Randall D Barry | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Forrest G Burke | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Gregory G Cunningham | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Martha B Dayton | |||||||
| TRUStee | 1.00 | X | 0 | 0 | 0 | ||
| Andrew S Duff | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Asta Gersovitz | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Karen M Grabow | |||||||
| TRUSTee | 1.00 | X | 0 | 0 | 0 | ||
| Ajay Gupta | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Susan A Horovitz | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Andrew G Humphrey | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| HARSOHENA KAUR | |||||||
| TRUstee | 1.00 | X | 0 | 0 | 0 | ||
| Michelle M Keeley | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| JAMES LESLIE | |||||||
| TRUStee | 1.00 | X | 0 | 0 | 0 | ||
| Lockie B Markusen | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Kate Mortenson | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Hussein Samatar | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Richard C Schmoker | |||||||
| TRUStee | 1.00 | X | 0 | 0 | 0 | ||
| STEPHANIE SIMON | |||||||
| TRUStee | 1.00 | X | 0 | 0 | 0 | ||
| Roger J Sit | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Adrienne Teissier Tietz | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Elizabeth Traff | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Shelley Carthen Watson | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Susan M Wolf | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Roger Martin | |||||||
| Dir of Finance & Admin | 40.00 | 172798 | 0 | 48994 | X | ||
| Robert Knuth | |||||||
| Dir of Institutional Adv | 40.00 | 150536 | 0 | 50697 | X | ||
| Joseph Seivold | |||||||
| Middle School Director | 40.00 | 150775 | 0 | 41684 | X | ||
| Marc Bogursky | |||||||
| Upper School Director | 40.00 | 133489 | 0 | 64020 | X | ||
| Lucretia Wells | |||||||
| Asst. Head of School | 40.00 | 128971 | 0 | 29150 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1112980 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 439430 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TAHER INC | |||||
| 5570 SMETANA DRIVE | MINNETONKA | MN | 55343 | FOOD SERVICES | 1368067 |
| FIVE STAR H ENTERPRISES INC | |||||
| PO BOX 14612 | MINNEAPOLIS | MN | 55414 | JANITORIAL | 261702 |
| HBM SERVICES INC | |||||
| PO BOX 3903 | MINNEAPOLIS | MN | 55403 | JANITORIAL | 179028 |
| FAEGRE & BENSON LLP | |||||
| 2200 WELLS FARGO CENTER 90 S 7TH S | MINNEAPOLIS | MN | 55402 | LEGAL SERVICES | 158211 |
| CONSTRUCTION RESULTS CORP | |||||
| 14170 23RD AVE N | PLYMOUTH | MN | 55447 | CONSTRUCTION | 152719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Fundraising Events | 150768 | FundraisingEvents |
| All Other Contributions | 4571636 | AllOtherContributions |
| Noncash Contributions | 77091 | NoncashContributions |
| Total Contributions | 4722404 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611600 | 28291050 | 28291050 |
| FEES | 611600 | 1566937 | 1566937 |
| AUXILIARY SERVICES | 611710 | 1501774 | 1501774 |
| OTHER STUDENT REVENUE | 611710 | 247284 | 247284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 31607045 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 721679 | TotalRevenueColumn |
| Exclusion | $721,679 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15534728 | Securities |
| Other | 1500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16234726 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -699998 | Securities |
| Other | 1500 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -698498 | TotalRevenueColumn |
| Exclusion | -$698,498 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 168325 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 150768 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 142292 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26033 | TotalRevenueColumn |
| Exclusion | $26,033 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARENT ASSOCIATION REV | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 85300 | TotalRevenueColumn |
| Exclusion | $85,300 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 85300 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36463963 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31607045 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $134,514 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4173643 | Total |
| Program Services | 4173643 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 581296 | Total |
| Management And General | 581296 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17485647 | Total |
| Program Services | 15445616 | ProgramServices |
| Management And General | 1461044 | ManagementAndGeneral |
| Fundraising | 578987 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1275601 | Total |
| Program Services | 1137281 | ProgramServices |
| Management And General | 94896 | ManagementAndGeneral |
| Fundraising | 43424 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2157155 | Total |
| Program Services | 1755890 | ProgramServices |
| Management And General | 377627 | ManagementAndGeneral |
| Fundraising | 23638 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1283843 | Total |
| Program Services | 1095108 | ProgramServices |
| Management And General | 147048 | ManagementAndGeneral |
| Fundraising | 41687 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54266 | Total |
| Management And General | 54266 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51075 | Total |
| Management And General | 51075 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136634 | Total |
| Management And General | 136634 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1752905 | Total |
| Program Services | 1616683 | ProgramServices |
| Management And General | 124361 | ManagementAndGeneral |
| Fundraising | 11861 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214321 | Total |
| Program Services | 18303 | ProgramServices |
| Management And General | 181914 | ManagementAndGeneral |
| Fundraising | 14104 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 519556 | Total |
| Program Services | 270273 | ProgramServices |
| Management And General | 118141 | ManagementAndGeneral |
| Fundraising | 131142 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304819 | Total |
| Program Services | 304819 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1426782 | Total |
| Program Services | 1354538 | ProgramServices |
| Management And General | 64716 | ManagementAndGeneral |
| Fundraising | 7528 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392161 | Total |
| Program Services | 369318 | ProgramServices |
| Management And General | 16941 | ManagementAndGeneral |
| Fundraising | 5902 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219208 | Total |
| Program Services | 54652 | ProgramServices |
| Management And General | 116945 | ManagementAndGeneral |
| Fundraising | 47611 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 685053 | Total |
| Program Services | 643744 | ProgramServices |
| Management And General | 41309 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1611767 | Total |
| Program Services | 1366456 | ProgramServices |
| Management And General | 159404 | ManagementAndGeneral |
| Fundraising | 85907 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146123 | Total |
| Program Services | 12167 | ProgramServices |
| Management And General | 133956 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSTRUCTIONAL EXPENSES | 1031751 | 1009128 | 0 | 22623 |
| BAD DEBT EXPENSES | 261483 | 261483 | ||
| REPAIRS & MAINTENANCE | 174914 | 163873 | 10429 | 612 |
| PROF. DEVELOPMENT | 159161 | 141903 | 13340 | 3918 |
| PARENTS ASSOCIATION EXP | 85300 | 85300 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 420521 | Total |
| Program Services | 58932 | ProgramServices |
| Management And General | 343194 | ManagementAndGeneral |
| Fundraising | 18395 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36604985 | Total |
| Program Services | 30992327 | ProgramServices |
| Management And General | 4575319 | ManagementAndGeneral |
| Fundraising | 1037339 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421398 | BOY |
| EOY | 656441 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2858222 | BOY |
| EOY | 2455015 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1050670 | BOY |
| EOY | 1289168 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325134 | BOY |
| EOY | 201991 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59962 | BOY |
| EOY | 37956 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159182 | BOY |
| EOY | 113329 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 65924280 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26806753 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39405418 | BOY |
| EOY | 39117527 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35991528 | BOY |
| EOY | 40353661 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3408255 | BOY |
| EOY | 3758749 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229643 | BOY |
| EOY | 292489 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47963 | BOY |
| EOY | 9458 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83957375 | BOY |
| EOY | 88285784 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3782728 | BOY |
| EOY | 3698656 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1948226 | BOY |
| EOY | 1983997 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14130000 | BOY |
| EOY | 14076234 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469148 | BOY |
| EOY | 482221 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20330102 | BOY |
| EOY | 20241108 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39438538 | BOY |
| EOY | 43995485 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6096778 | BOY |
| EOY | 3729286 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18091957 | BOY |
| EOY | 20319905 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63627273 | BOY |
| EOY | 68044676 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83957375 | BOY |
| EOY | 88285784 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36502932 | BeginningOfYearBalance |
| Contributions | 1618409 | Contributions |
| Investment Earnings Or Losses | 4827806 | InvestmentEarningsOrLosses |
| Other Expenditures | 1722527 | OtherExpenditures |
| End Of Year Balance | 41226620 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43257326 | BeginningOfYearBalance |
| Contributions | 1660971 | Contributions |
| Investment Earnings Or Losses | -9689723 | InvestmentEarningsOrLosses |
| Other Expenditures | 2738931 | OtherExpenditures |
| Administrative Expenses | -4013289 | AdministrativeExpenses |
| End Of Year Balance | 36502932 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.53750 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.41550 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04690 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2983667 | OtherCostOrOtherBasis |
| Book Value | 2983667 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56327825 | OtherCostOrOtherBasis |
| Depreciation | 21194157 | Depreciation |
| Book Value | 35133668 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 134012 | OtherCostOrOtherBasis |
| Depreciation | 41401 | Depreciation |
| Book Value | 92611 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6381915 | OtherCostOrOtherBasis |
| Depreciation | 5571195 | Depreciation |
| Book Value | 810720 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 96861 | OtherCostOrOtherBasis |
| Book Value | 96861 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39117527 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSET RETIREMENT OBLIGATION | $364,614 |
| SPLIT-INTEREST AGREEMENTS PAYABLE | $117,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 482221 | TotalOfAmounts |
| Total Revenue | 36463963 | TotalRevenue |
| Total Expenses | 36604985 | TotalExpenses |
| Excess Or Deficit For Year | -141022 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5038998 | NetUnrealizedGLOnInvestments |
| Other | -$480,573 | OtherAmount |
| Total Adjustments | 4558425 | TotalAdjustments |
| Excess Or Deficit Per FS | 4417403 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 36783132 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5038998 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 14030 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -338281 | OtherRevenues |
| Revenue Not Rptd F990 | 4714747 | RevenueNotRptdF990 |
| Revenue Subtotal | 32068385 | RevenueSubtotal |
| Investment Expenses Not Included | 136634 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 4258944 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4395578 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36463963 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32365729 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 14030 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 142292 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 156322 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32209407 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 136634 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 4258944 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4395578 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 36604985 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 300 FUNDS THAT ARE USED TO PROVIDE FINANCIAL AID AND INSTRUCTIONAL PROGRAMS FOR STUDENTS, TO PROVIDE DEVELOPMENT OPPORTUNITIES FOR FACULTY, AND TO SUPPORT SCHOOL OPERATIONS. |
| Part XI, Line 8 - Other Adjustments: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: 4290. LOSS ON REFINANCING OF LONG-TERM DEBT: -484863. | |
| Part XII, Line 2d - Other Adjustments: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: 4290. SPECIAL EVENT EXPENSES: 142292. LOSS ON REFINANCING OF LONG-TERM DEBT: -484863. | |
| Part XII, Line 4b - Other Adjustments: | FINANCIAL AID: 4173644. PARENT ASSOCIATION REVENUE: 85300. | |
| Part XIII, Line 2d - Other Adjustments: | SPECIAL EVENT EXPENSES: 142292. | |
| Part XIII, Line 4b - Other Adjustments: | FINANCIAL AID: 4173644. PARENT ASSOCIATION EXPENSES: 85300. |
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 | THE SCHOOL'S NONDISCRIMINATION POLICY IS PUBLISHED IN MULTIPLE MEDIA AT BLAKE, INCLUDING ON ITS WEBSITE, IN PUBLICATIONS, ESPECIALLY MEDIA MATERIALS, AND ON POSTERS AT ALL THREE CAMPUSES. | 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 | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | THE BLAKE SCHOOL RECEIVES FEDERAL AND STATE FUNDING. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CLASSIC EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 319093 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 150768 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 168325 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 29095 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 44650 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 7711 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 60836 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 319093 | GrossReceiptsTotal |
| Charitable Contributions Total | 150768 | CharitableContributionsTotal |
| Gross Revenue Total Events | 168325 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 29095 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 44650 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7711 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 60836 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 142292 | DirectExpenseSummaryEvents |
| Net Income Summary | 26033 | 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 | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 246 | NumberOfRecipients |
| Amount Of Cash Grant | 4173643 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
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: STUDENT FINANCIAL AID IS APPLIED DIRECTLY TO STUDENT ACCOUNTS FOR TUITION, FEES AND BOOKS. | 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 |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John C Gulla | |||||||||||||
| 275000 | 0 | 55000 | 0 | 46411 | 0 | 150000 | 0 | 54885 | 0 | 581296 | 0 | 0 | 0 |
| Roger Martin | |||||||||||||
| 172798 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 48994 | 0 | 221792 | 0 | 0 | 0 |
| Robert Knuth | |||||||||||||
| 150536 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 50697 | 0 | 201233 | 0 | 0 | 0 |
| Joseph Seivold | |||||||||||||
| 150775 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 41684 | 0 | 192459 | 0 | 0 | 0 |
| Marc Bogursky | |||||||||||||
| 133489 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 64020 | 0 | 197509 | 0 | 0 | 0 |
| Lucretia Wells | |||||||||||||
| 128971 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 29150 | 0 | 158121 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | JOHN GULLA - HOUSING ALLOWANCE - $50,000 - INCLUDED IN COMPENSATION. JOHN GULLA - SOCIAL CLUB DUES - $4,049 - NOT INCLUDIBLE IN COMPENSATION. |
| Part I, Line 1b | The housing allowance provided to John Gulla is determined by the Executive Compensation Committee as part of his compensation package and is not governed by reimbursement policies. |
| Part I, Line 4a | John Gulla - Head of School - 457(f) Supplemental Non-qualified Retirement Plan - $133,500 - The amount is determined by the Executive Compensation Committee of the Board of Trustees. Joseph Seivold - Middle School Director - 457(f) Supplemental Non-qualified Retirement Plan - $15,000 - The amount is determined by the Executive Compensation Committee of the Board of Trustees. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| CITY OF HOPKINS | ||||||
| 416005247 | 43988PCD0 | 2007-08-01 | 5295000 | FACILITIES CONSTRUCTION | 0 | 0 |
| CITY OF WAYZATA | ||||||
| 415005630 | 946826AK0 | 2005-06-23 | 2000000 | FACILITIES CONSTRUCTION | 0 | 0 |
| CITY OF MINNEAPOLIS | ||||||
| 416005375 | 603876GB4 | 2010-05-19 | 7445000 | REFUNDING/REFINANCE | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Amount DefeasedAmountDefeased |
|---|---|---|---|---|---|---|---|---|
| 5310013 | 105900 | 2008 | 0 | 1 | 1 | 1 | ||
| 1985134 | 40000 | 2006 | 0 | 0 | 1 | 1 | 1945134 | |
| 7761234 | 149450 | 0 | 1 | 0 | 1 | 7607293 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 68460 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK MARKET QUOTES | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION ITEMS | Description |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8631 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | UBS FINANCIAL SERVICES PROCESS ALL STOCK CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | PRIOR TO ITS FILING, THE FORM 990 WAS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE HEAD OF SCHOOL, THEN PROVIDED TO ALL TRUSTEES. |
| Form 990, Part VI, Section B, line 12c | THE SCHOOL'S CONFLICT OF INTEREST POLICY APPLIES TO ITS TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY AND OTHER EMPLOYEES. WHEN A POTENTIAL CONFLICT OF INTEREST EXISTS, THE PERSON WITH THE CONFLICT NOTIFIES THE CHAIR OF THE BOARD OF TRUSTEES OR THE HEAD OF SCHOOL, SO THAT THEY MAY TAKE APPROPRIATE ACTIONS. A TRUSTEE WHO IS DIRECTLY OR INDIRECTLY INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY ACTION OF THE BOARD REGARDING THE POTENTIAL CONFLICT AND IS NOT COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING OF THE BOARD WHERE THE POTENTIAL CONFLICT IS CONSIDERED. |
| Form 990, Part VI, Section B, line 15 | The compensation package of the Head of School, Chief Financial Officer, Chief Development Officer, Assistant Head of School, Upper School Director, Middle School Director and Lower School Director are each reviewed and approved by the Compensation Committee of the Board. The Committee is comprised entirely of independent persons and utilizes salary and benefit survey data obtained from various sources. Minutes from the meeting are maintained and approved by the Committee. The review process is carried out annually for all positions including: Chief Financial Officer, Chief Development Officer, Asst. Head of School, Upper School, Middle School and Lower School Directors. The review process was conducted for the 2009/2010 school year. |
| Form 990, Part VI, Section C, line 19 | THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |