MCDONOGH SCHOOL INCORPORATED: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MCDONOGH SCHOOL INCORPORATED (EIN 52-6001577)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201131339349303208
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T12:35:05-05:00 | 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 | Clifton Gunderson LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9515 Deereco Rd - Suite 500 | AddressLine1 |
| City | Timonium | City |
| State | MD | State |
| ZIP Code | 210932184 | 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 | 526001577 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McDonogh School Incorporated | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MCDO | NameControl |
| Phone | 4103630600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 380 | AddressLine1 |
| City | Owings Mills | City |
| State | MD | State |
| ZIP Code | 211170380 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lawrence Johnston | Name |
| Title | VICE PRESIDENT FINANCE | Title |
| Phone | 4103630600 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Julia Buick CPA | Name |
| Phone | 4104530900 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | Lawrence E Johnston | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 380 | AddressLine1 |
| City | Owings Mills | City |
| State | MD | State |
| ZIP Code | 211170380 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47363627 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MCDONOGH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1873 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | MCDONOGH SCHOOL PROVIDES FORMAL EDUCATIONAL INSTRUCTION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 776 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 13086 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -106266 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7273951 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1094829 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30762703 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32644125 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 589837 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2441746 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 73143 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1746 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 38699634 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36182446 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5595428 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5822121 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21346269 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21849445 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 695564 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11824703 | OtherExpensePriorYear |
| Other Expenses Current Year | 13087909 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38766400 | TotalExpensesPriorYear |
| Total Expenses Current Year | 40759475 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -66766 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4577029 | RevenuesLessExpensesCY |
| Total Assets BOY | 137363730 | TotalAssetsBOY |
| Total Assets EOY | 140452356 | TotalAssetsEOY |
| Total Liabilities BOY | 28866234 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29427068 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 108497496 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 111025288 | NetAssetsOrFundBalancesEOY |
| Mission Description | MCDONOGH SCHOOL IS AN ORGANIZATION WHICH IS ORGANIZED AND OPERATED FOR THE EXCLUSIVE PURPOSE OF PRESENTING FORMAL EDUCATIONAL INSTRUCTION. THE SCHOOL MAINTAINS A REGULAR FACULTY AND CURRICULUM AND HAS A REGULARLY ENROLLED BODY OF PUPILS AND STUDENTS IN ATTENDANCE AT THE PLACE WHERE ITS EDUCATIONAL ACTIVITIES ARE REGULARLY CARRIED ON. PURSUANT TO IRC SECTION 501(C)(3), THE PROVISION OF EDUCATIONAL INSTRUCTION IS AN EXEMPT PURPOSE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 33384896 | Expense |
| Grants | 5822121 | Grants |
| Revenue | 32597120 | Revenue |
| Description | MCDONOGH SCHOOL IS AN EDUCATIONAL INSTITUTION THAT PROVIDES INSTRUCTION TO STUDENTS FROM KINDERGARTEN THROUGH HIGH SCHOOL. THE SCHOOL HAS 1,309 STUDENTS. | Description |
| Total Program Service Expense | 33384896 | 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 | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 1 | 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 | 0 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 130 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 776 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 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 | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lawrence JOhnston | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4103630600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 380 | AddressLine1 |
| City | owings mills | City |
| State | MD | State |
| ZIP Code | 211170380 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Curtis Adams Jr MD | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| Arthur Adler | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT W BLACK III | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| howard s klein | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| se-jin lee md | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| Adam J Brooks | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| Henry G Chiles Jr | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| WILLIAM PATERAKIS | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| RICHARD B SILBERSTEIN | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| THEO RODGERS | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| HENRY ROSENBERG JR | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| Vernon HC Wright | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN LUETKEMEYER JR | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| Eric D BECKER | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| W BRADLEY BENNETT | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT M CHILSTROM | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JAMES P GRANT | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| STEWART J GREENEBAUM | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| KRISTEN C LOCKYER | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| COURTNEY S MULLER | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| WAYNE L ROGERS | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| PAMELA SINGLETON | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| PATRICIA R STEPHENS | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| J MATTHEW STOVER | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT YOUNG III | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT CARPENTER | |||||||||
| VICE PRESIDENT | 1.00 | 0 | 0 | 0 | X | ||||
| H Stacey Boyer | |||||||||
| SECRETARY | 1.00 | 0 | 0 | 0 | X | ||||
| michael l falcone | |||||||||
| PRESIDENT | 1.00 | 0 | 0 | 0 | X | ||||
| james bannantine | |||||||||
| TREASURER | 1.00 | 0 | 0 | 0 | X | ||||
| LAWRENCE E JOHNSTON | |||||||||
| VP OF FINANCE | 40.00 | 168210 | 0 | 26469 | X | ||||
| Charles W Britton | |||||||||
| Headmaster | 40.00 | 303745 | 0 | 30377 | X | ||||
| Tim Fish | |||||||||
| Asst. Headmaster | 40.00 | 122633 | 0 | 11331 | X | ||||
| Eileen F Toohey | |||||||||
| Dir of Development | 40.00 | 137324 | 0 | 19514 | X | ||||
| KRISTEN ADAMS | |||||||||
| HEAD OF UPPER SCHOOL | 40.00 | 120654 | 0 | 19627 | X | ||||
| W Boulton Dixon | |||||||||
| Former Officer | 0.00 | 0 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 852566 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 107318 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | 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 |
|---|---|---|---|---|---|
| BOWIE GRIDLEY ARCHITECTS PLLC | |||||
| 1010 WISCONSIN AVE NW STE 400 | WASHINGTON | DC | 20007 | ARCHITECT | 722405 |
| WF MILLER AND CO | |||||
| 106 LONGDALE ROAD | TIMONIUm | MD | 21093 | Contractor | 357494 |
| Ariosa & Company | |||||
| 16 Stenersen Lane Suite 3A | Hunt Valley | MD | 21030 | Mechanical Services | 200655 |
| Longo Finish Contractors | |||||
| 711 49th Street | baltimore | MD | 21224 | Contractor | 122850 |
| Schaefer Construction Managment Inc | |||||
| 350 A Christopher Avenue | Gaithersburg | MD | 20879 | Contractor | 122742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 1094829 | AllOtherContributions |
| Total Contributions | 1094829 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and Fees | 611710 | 29144763 | 29144763 |
| Instructional Camps | 611710 | 1637697 | 1637697 |
| Foreign Exchange and o | 611710 | 584265 | 584265 |
| Horse Shows | 611710 | 314181 | 314181 |
| Horse Boarding | 611710 | 265240 | 265240 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 697979 | TotalRevenueColumn |
| Related Or Exempt Function Income | 650974 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 47005 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32644125 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1298054 | TotalRevenueColumn |
| Unrelated Business Revenue | -13432 | UnrelatedBusinessRevenue |
| Exclusion | $1,311,486 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 415798 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 414052 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1746 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1746 | TotalRevenueColumn |
| Unrelated Business Revenue | -20487 | UnrelatedBusinessRevenue |
| Exclusion | $22,233 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11910821 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10767129 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1143692 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1143692 | TotalRevenueColumn |
| Exclusion | $1,143,692 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36182446 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32597120 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 13086 | UnrelatedBusinessRevenue |
| Exclusion | $2,477,411 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5822121 | Total |
| Program Services | 5822121 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 499000 | Total |
| Program Services | 190509 | ProgramServices |
| Management And General | 271295 | ManagementAndGeneral |
| Fundraising | 37196 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17391181 | Total |
| Program Services | 12639324 | ProgramServices |
| Management And General | 4270458 | ManagementAndGeneral |
| Fundraising | 481399 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 889637 | Total |
| Program Services | 715465 | ProgramServices |
| Management And General | 157957 | ManagementAndGeneral |
| Fundraising | 16215 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1746378 | Total |
| Program Services | 1388791 | ProgramServices |
| Management And General | 323331 | ManagementAndGeneral |
| Fundraising | 34256 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1323249 | Total |
| Program Services | 1045367 | ProgramServices |
| Management And General | 251417 | ManagementAndGeneral |
| Fundraising | 26465 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43795 | Total |
| Management And General | 43795 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56215 | Total |
| Management And General | 56215 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1369616 | Total |
| Program Services | 1337880 | ProgramServices |
| Management And General | 31736 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 654466 | Total |
| Program Services | 520187 | ProgramServices |
| Management And General | 123798 | ManagementAndGeneral |
| Fundraising | 10481 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119491 | Total |
| Management And General | 119491 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1243343 | Total |
| Program Services | 1243343 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230472 | Total |
| Program Services | 230472 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 623503 | Total |
| Program Services | 623503 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1573436 | Total |
| Program Services | 1573436 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353357 | Total |
| Management And General | 353357 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Instruction and Student | 4570731 | 3995433 | 485746 | 89552 |
| School and Grounds Main | 950197 | 855434 | 94763 | |
| Provision for Plant Ren | 835758 | 835758 | ||
| Capital Campaign | 204637 | 204637 | ||
| Vehicle Maintenance | 163236 | 163236 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95656 | Total |
| Management And General | 95656 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40759475 | Total |
| Program Services | 33384896 | ProgramServices |
| Management And General | 6679015 | ManagementAndGeneral |
| Fundraising | 695564 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7778188 | BOY |
| EOY | 7083582 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13993022 | BOY |
| EOY | 10171654 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1210267 | BOY |
| EOY | 636063 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204729 | BOY |
| EOY | 157208 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268358 | BOY |
| EOY | 521832 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 49687766 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23761366 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25511145 | BOY |
| EOY | 25926400 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63571825 | BOY |
| EOY | 69053389 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13997632 | BOY |
| EOY | 16628330 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10828564 | BOY |
| EOY | 10273898 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137363730 | BOY |
| EOY | 140452356 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1141014 | BOY |
| EOY | 1552762 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6833109 | BOY |
| EOY | 6697951 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13650000 | BOY |
| EOY | 13300000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7242111 | BOY |
| EOY | 7876355 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28866234 | BOY |
| EOY | 29427068 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49605881 | BOY |
| EOY | 59747109 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25029916 | BOY |
| EOY | 15301355 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33861699 | BOY |
| EOY | 35976824 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108497496 | BOY |
| EOY | 111025288 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137363730 | BOY |
| EOY | 140452356 | 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 | 34310659 | BeginningOfYearBalance |
| Contributions | 35019 | Contributions |
| Investment Earnings Or Losses | 2080106 | InvestmentEarningsOrLosses |
| End Of Year Balance | 36425784 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33924974 | BeginningOfYearBalance |
| Contributions | 675198 | Contributions |
| Investment Earnings Or Losses | -289513 | InvestmentEarningsOrLosses |
| End Of Year Balance | 34310659 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 806110 | OtherCostOrOtherBasis |
| Book Value | 806110 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32482771 | OtherCostOrOtherBasis |
| Depreciation | 15035480 | Depreciation |
| Book Value | 17447291 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5942977 | OtherCostOrOtherBasis |
| Depreciation | 5109186 | Depreciation |
| Book Value | 833791 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10455908 | OtherCostOrOtherBasis |
| Depreciation | 3616700 | Depreciation |
| Book Value | 6839208 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25926400 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENTS | Description |
| Book Value | 16628330 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 16628330 | TotalOfBookValueSecurities |
Other Assets OtherAssets (9 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Land development costs | 5778399 |
| Assets held in annuity trusts | 1753793 |
| Horses | 43750 |
| Supplies | 256116 |
| Prepaid expense | 573896 |
| Gift receivable - Nicolai | 1684467 |
| Donated Assets | 138275 |
| Security Deposit | 18500 |
| Accrued Investment Income | 26702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 10273898 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuities Payable | $1,546,746 |
| Fees collected in advance | $4,506,698 |
| Interest Rate Swap | $1,282,911 |
| Refundable Advances | $540,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7876355 | TotalOfAmounts |
| Total Revenue | 36182446 | TotalRevenue |
| Total Expenses | 40759475 | TotalExpenses |
| Excess Or Deficit For Year | -4577029 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 7433812 | NetUnrealizedGLOnInvestments |
| Other | -$328,991 | OtherAmount |
| Total Adjustments | 7104821 | TotalAdjustments |
| Excess Or Deficit Per FS | 2527792 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 49821519 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7433812 | NetUnrealizedGainsInvestments |
| Other Revenues | 6205261 | OtherRevenues |
| Revenue Not Rptd F990 | 13639073 | RevenueNotRptdF990 |
| Revenue Subtotal | 36182446 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36182446 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 47293727 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 6534252 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 6534252 | ExpensesNotRptdF990 |
| Expenses Subtotal | 40759475 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 40759475 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | The School's endowments consist of 73 funds established to support a variety of scholarships at the school. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The School adopted the provisions of FASB Interpretation No. 48 (FIN 48), Accounting for Uncertainty in Income Taxes (FASB ASC 740-10), on January 1, 2009. Management has determined that the school has no material uncertain tax positions that would require recognition under FIN 48. The federal and state income tax returns for the School for 2009, 2008, and 2007 are subject to examination by the IRS and state taxing authorities, generally for three years after they were filed. |
| Part XI, Line 8 - Other Adjustments: | LOSS FROM CHANGE IN MARKET VALUE OF INTEREST RATE SWAP AGREEMENT: -328991. | |
| Part XII, Line 2d - Other Adjustments: | RENTAL EXPENSES: 414052. LOSS ON CHANGE IN MARKET VALUE OF INTEREST RATE SWAP AGREEMENT: -328991. Effect of Donor Modifications: 6120200. | |
| Part XIII, Line 2d - Other Adjustments: | RENTAL EXPENSES: 414052. Effect of Donor Modifications: 6120200. |
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 | MCDONOGH SCHOOL HAS PUBLISHED ITS RACIAL NONDISCRIMINATION POLICY IN ALL MEDIA THROUGH WHICH IT ADVERTISES. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 0 | TotalAmountSpent |
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 | Scholarship Grants | TypeOfGrant |
| Number Of Recipients | 334 | NumberOfRecipients |
| Amount Of Cash Grant | 5822121 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | Cash Granted | MethodOfValuation |
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: Scholarships are granted based on financial need and scholastic aptitude. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE E JOHNSTON | |||||||||||||
| 168210 | 0 | 0 | 0 | 0 | 0 | 23252 | 0 | 3217 | 0 | 194679 | 0 | 0 | 0 |
| Charles W Britton | |||||||||||||
| 303745 | 0 | 0 | 0 | 0 | 0 | 20293 | 0 | 10084 | 0 | 334122 | 0 | 0 | 0 |
| Eileen F Toohey | |||||||||||||
| 137324 | 0 | 0 | 0 | 0 | 0 | 15215 | 0 | 4299 | 0 | 156838 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | Charles W. Britton, Headmaster of McDonogh School, received a housing allowance of $17,089. It is included in his taxable income. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maryland Industrial Development Financing Authority (MIDFA) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 526002033 | IssuerEIN |
| Date Issued | 2005-08-01 | DateIssued |
| Issue Price | 14300000 | IssuePrice |
| Description Of Purpose | To repay 1996 and 1997 bonds and to fund new swimming pool | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 14300000 | TotalProceeds |
| Amount Defeased | 7210000 | AmountDefeased |
| Issuance Costs From Proceeds | 136543 | IssuanceCostsFromProceeds |
| Capital Expenditures | 6953407 | CapitalExpenditures |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | 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 | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | W Boulton Dixon | NamePerson |
| Purpose Of Loan | HOME PURCHASE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $250,000 | OriginalPrincipalAmount |
| Balance Due | 157208 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 157208 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed by the finance committee and is also available to all board member before it is filed. |
| Form 990, Part VI, Section B, line 12c | Copies of the conflict of interest policy are submitted to everyone to review, sign off on, and give to the Vice President for review. The conflict of interest policy is annually reviewed by the Vice President. |
| Form 990, Part VI, Section B, line 15 | For determining compensation for both Officers and Key Employees, McDonogh School uses peer data provided by both AIMS (Association of Independent Maryland Schools) and NAIS (National Association of Independent Schools) for comparability purposes. The independent board hires the Headmaster who then hires other top management officials. |
| Form 990, Part VI, Section C, line 19 | Governing documents, conflict of interest policies, and financial statements are made available to the public upon request. |
| Form 990, Part XI, Line 2C: | The organization has a committee which assumes responsibility for the audit. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McDonogh Parents Association | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 380 | AddressLine1 |
| City | Owings Mills | City |
| State | MD | State |
| ZIP Code | 21117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526019724 | EIN |
| Primary Activities | TO SUPPORT MCDONOGH SCHOOL | PrimaryActivities |
| Legal Domicile State | MD | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 11 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| 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 | 1 | 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | 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 |