LINCOLN SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN SCHOOL (EIN 05-0258900)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-14
- IRS object ID
- 201143189349302969
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T10:54:57-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATCHELOR FRECHETTE MCCRORY MICHAEL & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 156 | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 029010156 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050258900 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINCOLN SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LINC | NameControl |
| Phone | 4013319696 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 BUTLER AVENUE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 029065545 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAULA MURRAY MCNAMARA | Name |
| Title | PRESIDENT | Title |
| Phone | 4013319696 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE F WARNER | Name |
| Phone | 4016216200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAULA MURRAY MCNAMARA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 BUTLER AVENUE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 029065545 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23534250 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LINCOLNSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1884 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | THE PRIMARY PURPOSE OF THE LINCOLN SCHOOL IS TO PROVIDE AN EXCEPTIONALLY HIGH QUALITY OF EDUCATION FOR GIRLS, WITH PROGRAMS FOR STUDENTS IN NURSERY THROUGH GRADE TWELVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 152 | TotalNbrEmployees |
| Total Nbr Volunteers | 53 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1861632 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1521286 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10086042 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9948600 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14099 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1081799 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 89924 | OtherRevenuePriorYear |
| Other Revenue Current Year | 181821 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12051697 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12733506 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2275502 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2690917 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6562792 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6050372 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 9000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 70361 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 752342 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2832471 | OtherExpensePriorYear |
| Other Expenses Current Year | 2808966 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11679765 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11620616 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 371932 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1112890 | RevenuesLessExpensesCY |
| Total Assets BOY | 20781189 | TotalAssetsBOY |
| Total Assets EOY | 21030875 | TotalAssetsEOY |
| Total Liabilities BOY | 6332849 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5287085 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14448340 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15743790 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE LINCOLN SCHOOL'S MISSION IS TO PROVIDE AN INDEPENDENT COLLEGE PREPERATORY SCHOOL FOR GIRLS WHERE HIGH ACADEMIC AND ETHICAL STANDARDS CHALLENGE STUDENTS FROM NURSERY THROUGH GRADE TWELVE TO NURTURE THEIR SPECIAL TALENTS AND INTERESTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7153759 | Expense |
| Grants | 2690917 | Grants |
| Revenue | 9071225 | Revenue |
| Description | INSTRUCTIONAL SERVICES - PROGRAMS FOR STUDENTS IN NURSERY SCHOOL THROUGH GRADE TWELVE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 382373 | Expense |
| Revenue | 729970 | Revenue |
| Description | INFANT TODDLER CARE AND EXTENDED DAY CARE - DAYCARE SERVICES FOR INFANTS AND TODDLERS, AFTER SCHOOL CARE FOR OTHER STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 70559 | Expense |
| Revenue | 88269 | Revenue |
| Description | ENRICHMENT PROGRAMS - PROGRAMS DESIGNED FOR STUDENTS TO PARTICIPATE IN EXTRACURRICULAR ACTIVITIES AFTER SCHOOL HOURS. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 1638637 | 17342 | ALL SCHOOL FACILITIES COSTS. |
| 329036 | 41794 | DINING FACILITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1967673 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 59136 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9574364 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 43 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 152 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KYM GAISSL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4013319696 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 BUTLER AVENUE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 029065545 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 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 |
|---|---|---|---|---|---|---|---|---|
| BETHANN ALLCOCK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DANA ALLCOCK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PAULA MURRAY MCNAMARA | ||||||||
| PRESIDENT, BD OF TRUSTEES | 2.00 | X | 0 | 0 | 0 | X | ||
| STEPHEN COON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SUSAN B HIBBITT | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PATRICIA IGOE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GIL MACLEAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ERIKA LAMB | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JAMES ENGLISH | ||||||||
| VICE PRES., BD OF TRUSTEES | 2.00 | X | 0 | 0 | 0 | X | ||
| SARAH FOGARTY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KRISTEN HAFFENREFFER MORAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT RIDLEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ARLENE TATE SCHULER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CURTIS SPALDING | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JUSTIN PETERS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ANN PERLMAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ERIN MURPHY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| NANCY NAHIGIAN TAVITIAN | ||||||||
| SECRETARY, BD OF TRUSTEES | 2.00 | X | 0 | 0 | 0 | X | ||
| MARTHA BOSS BENNETT | ||||||||
| VICE PRES., BD OF TRUSTEES | 2.00 | X | 0 | 0 | 0 | X | ||
| JANE JAMIESON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PAUL MCCAULEY | ||||||||
| TREASURER, BD OF TRUSTEES | 2.00 | X | 0 | 0 | 0 | X | ||
| ELIZABETH OLNEY MCLOUGHLIN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JULIA RUSSELL EELLS | ||||||||
| HEAD OF SCHOOL | 40.00 | 243000 | 0 | 23250 | X | X | ||
| KYM GAISSL | ||||||||
| BUSINESS MANAGER | 40.00 | 130200 | 0 | 5250 | X | X | ||
| ADRIENNE MORRIS | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 101366 | 0 | 0 | X | |||
| KATHLEEN MACDONELL | ||||||||
| UPPER SCHOOL DIRECTOR | 40.00 | 103075 | 0 | 5250 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 577641 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 33750 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGE DINING SERVICES | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 BOSLEY AVENUE SUITE B7 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | DINING SERVICES | DescriptionOfServices |
| Compensation | 356696 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 83843 | FundraisingEvents |
| All Other Contributions | 1437443 | AllOtherContributions |
| Noncash Contributions | 350759 | NoncashContributions |
| Total Contributions | 1521286 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611710 | 9071225 | 9071225 |
| INFANT/TODDLER CARE AN | 611710 | 729970 | 729970 |
| ENRICHMENT PROGRAMS | 611710 | 88269 | 88269 |
| DINING ROOM | 611710 | 41794 | 41794 |
| RENTAL TO UNAFFIL. EXE | 611710 | 17342 | 17342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9948600 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 240648 | TotalRevenueColumn |
| Exclusion | $240,648 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11594238 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10753087 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 841151 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 841151 | TotalRevenueColumn |
| Exclusion | $841,151 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 71820 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 83843 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 47657 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24163 | TotalRevenueColumn |
| Exclusion | $24,163 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS INCOME | 611710 | 152284 | 152284 |
| SERVICE CHARGES | 611710 | 5129 | 5129 |
| VENDING MACHINES | 611710 | 245 | 245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 157658 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12733506 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10106258 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,105,962 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2690917 | Total |
| Program Services | 2690917 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346000 | Total |
| Program Services | 29380 | ProgramServices |
| Management And General | 233000 | ManagementAndGeneral |
| Fundraising | 83620 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4584664 | Total |
| Program Services | 3964253 | ProgramServices |
| Management And General | 362924 | ManagementAndGeneral |
| Fundraising | 257487 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372331 | Total |
| Program Services | 296415 | ProgramServices |
| Management And General | 59692 | ManagementAndGeneral |
| Fundraising | 16224 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408809 | Total |
| Program Services | 316892 | ProgramServices |
| Management And General | 72066 | ManagementAndGeneral |
| Fundraising | 19851 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338568 | Total |
| Program Services | 275803 | ProgramServices |
| Management And General | 43748 | ManagementAndGeneral |
| Fundraising | 19017 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381888 | Total |
| Program Services | 329036 | ProgramServices |
| Management And General | 48672 | ManagementAndGeneral |
| Fundraising | 4180 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10933 | Total |
| Management And General | 10933 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23800 | Total |
| Management And General | 23800 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70361 | Total |
| Fundraising | 70361 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25953 | Total |
| Management And General | 25953 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16326 | Total |
| Program Services | 9055 | ProgramServices |
| Management And General | 7271 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16736 | Total |
| Program Services | 390 | ProgramServices |
| Fundraising | 16346 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145952 | Total |
| Program Services | 44981 | ProgramServices |
| Management And General | 29741 | ManagementAndGeneral |
| Fundraising | 71230 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21402 | Total |
| Fundraising | 21402 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182383 | Total |
| Program Services | 95858 | ProgramServices |
| Management And General | 41379 | ManagementAndGeneral |
| Fundraising | 45146 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8995 | Total |
| Management And General | 6996 | ManagementAndGeneral |
| Fundraising | 1999 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 760 | Total |
| Program Services | 760 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185803 | Total |
| Management And General | 185803 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 739194 | Total |
| Program Services | 702130 | ProgramServices |
| Management And General | 18532 | ManagementAndGeneral |
| Fundraising | 18532 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74185 | Total |
| Program Services | 54496 | ProgramServices |
| Management And General | 19689 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| BUILDING MAINTENANCE | 262563 | 262563 | |
| GENERAL ALL SCHOOL EXPE | 251931 | 251931 | |
| PROFESSIONAL DEVELOPMEN | 61945 | 61945 | |
| SERVICE CONTRACTS | 60533 | 60533 | |
| MISCELLANEOUS EXPENSE | 46844 | 46844 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290840 | Total |
| Program Services | 127026 | ProgramServices |
| Management And General | 103711 | ManagementAndGeneral |
| Fundraising | 60103 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11620616 | Total |
| Program Services | 9574364 | ProgramServices |
| Management And General | 1293910 | ManagementAndGeneral |
| Fundraising | 752342 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2705612 | BOY |
| EOY | 2752555 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 485633 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 858333 | BOY |
| EOY | 778529 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16838 | BOY |
| EOY | 22064 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26502 | BOY |
| EOY | 4262 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18346193 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8410287 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10538628 | BOY |
| EOY | 9935906 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6134270 | BOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 494409 | BOY |
| EOY | 6914 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6597 | BOY |
| EOY | 7045012 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20781189 | BOY |
| EOY | 21030875 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 869655 | BOY |
| EOY | 783768 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1860816 | BOY |
| EOY | 1002637 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3007702 | BOY |
| EOY | 3043186 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594676 | BOY |
| EOY | 457494 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6332849 | BOY |
| EOY | 5287085 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6996891 | BOY |
| EOY | 7401558 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1114388 | BOY |
| EOY | 810972 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6337061 | BOY |
| EOY | 7531260 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14448340 | BOY |
| EOY | 15743790 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20781189 | BOY |
| EOY | 21030875 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1112890 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 182560 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement 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 | 6628679 | BeginningOfYearBalance |
| Contributions | 601079 | Contributions |
| Investment Earnings Or Losses | 1288076 | InvestmentEarningsOrLosses |
| Other Expenditures | 1449753 | OtherExpenditures |
| Administrative Expenses | 25953 | AdministrativeExpenses |
| End Of Year Balance | 7042128 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6131763 | BeginningOfYearBalance |
| Contributions | 609742 | Contributions |
| Investment Earnings Or Losses | 664765 | InvestmentEarningsOrLosses |
| Other Expenditures | 754335 | OtherExpenditures |
| Administrative Expenses | 23256 | AdministrativeExpenses |
| End Of Year Balance | 6628679 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6892740 | BeginningOfYearBalance |
| Contributions | 719815 | Contributions |
| Investment Earnings Or Losses | -815331 | InvestmentEarningsOrLosses |
| Other Expenditures | 642939 | OtherExpenditures |
| Administrative Expenses | 22522 | AdministrativeExpenses |
| End Of Year Balance | 6131763 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06500 | 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 | 331046 | OtherCostOrOtherBasis |
| Book Value | 331046 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13901642 | OtherCostOrOtherBasis |
| Depreciation | 6310316 | Depreciation |
| Book Value | 7591326 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2107594 | OtherCostOrOtherBasis |
| Depreciation | 1548243 | Depreciation |
| Book Value | 559351 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2005911 | OtherCostOrOtherBasis |
| Depreciation | 551728 | Depreciation |
| Book Value | 1454183 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9935906 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCOUNTS RECEIVABLE - FACULTY | 2884 |
| BENEFICIAL INTEREST IN ASSETS HELD BY A COMMUNITY FOUNDATION | 7042128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7045012 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO STUDENTS | $36,224 |
| CAPITAL LEASE OBLIGATIONS | $384,000 |
| POSTRETIREMENT BENEFITS OTHER THAN PENSION | $37,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 457494 | TotalOfAmounts |
| Total Revenue | 12733506 | TotalRevenue |
| Total Expenses | 11620616 | TotalExpenses |
| Excess Or Deficit For Year | 1112890 | ExcessOrDeficitForYear |
| Donated Services And Facilities | 4500 | DonatedServicesAndFacilities |
| Other | $178,060 | OtherAmount |
| Total Adjustments | 182560 | TotalAdjustments |
| Excess Or Deficit Per FS | 1295450 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10501642 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 214980 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 4500 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 219480 | RevenueNotRptdF990 |
| Revenue Subtotal | 10282162 | RevenueSubtotal |
| Other Revenues Not Included | 2451344 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2451344 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12733506 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9206192 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9206192 | ExpensesSubtotal |
| Other Expenses Not Included | 2414424 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2414424 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11620616 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | UNCERTAINTY IN INCOME TAXES: WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50 PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE, IF ANY, WOULD BE REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING BALANCE SHEET ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON INVESTMENTS 214,980. FAIR MARKET VALUE OF ITEMS DONATED TO THE AUCTION -36,920. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,059,435. MANAGEMENT FEES FOR DINING SERVICES 329,036. ADVISORY FEES INCLUDED IN OTHER INCOME ON FINANCIAL STATEMENTS 25,953. FAIR MARKET VALUE OF ITEMS DONATED TO THE AUCTION 36,920. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,059,435. MANAGEMENT FEES FOR DINING SERVICES 329,036. ADVISORY FEES INCLUDED IN OTHER INCOME ON FINANCIAL STATEMENTS 25,953. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | USE OF NEWSPAPER AND PERIODICALS WITH OTHER AREA PREP SCHOOLS | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAQUES & COMPANY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 254 BAY ROAD | AddressLine1 |
| City | SOUTH HAMILTON | City |
| State | MA | State |
| ZIP Code | 01982 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DEVELOPEMENT AUDIT AND CAMPAIGN COUNSEL | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 70361 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 70361 | TotalRetainedByContractors |
| Licensed States | RI | LicensedStates |
| Licensed States | MA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LIGHT UP LINCOLN 2011 | NameOfEvent1 |
| Gross Receipts Event1 | 104314 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 73638 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 30676 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 12375 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1700 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BOOK FESTIVAL | NameOfEvent2 |
| Gross Receipts Event2 | 42564 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 2160 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 40404 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 32019 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 8785 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 8045 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 740 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 1563 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 155663 | GrossReceiptsTotal |
| Charitable Contributions Total | 83843 | CharitableContributionsTotal |
| Gross Revenue Total Events | 71820 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 12375 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 35282 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 47657 | DirectExpenseSummaryEvents |
| Net Income Summary | 24163 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID FOR STUDENTS ATTENDING THE LINCOLN SCHOOL | TypeOfGrant |
| Number Of Recipients | 140 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 2059435 | AmountOfNonCashAssistance |
| Method Of Valuation | VALUE OF TUITION REDUCTION APPROVED BY HEAD OF SCHOOL AND HEAD OF ADMISSIONS | MethodOfValuation |
| Description Of Non Cash Assistance | REDUCTION OF GROSS TUITION. | 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: FINANCIAL AID IS GIVEN TO STUDENTS BASED ON THE NEEDS OF THE STUDENT. THIS PROCESS IS MONITORED BY THE HEAD OF SCHOOL, DIRECTOR OF FINANCIAL AID AND DIRECTOR OF ADMISSIONS. EVERY STUDENT REQUESTING FINANCIAL AID IS REQUIRED TO SUBMIT THE NECESSARY FINANCIAL DATA AND FINANCIAL AID FORMS TO BE REVIEWED BY THE HEAD OF SCHOOL AND DIRECTOR OF FINANCIAL AID BEFORE ACCEPTANCE AND AWARD. ONCE FINANCIAL AID IS GRANTED, THE STUDENT IS BILLED FOR THE GROSS TUITION AND THE AMOUNT OF FINANCIAL AID AWARDED IS APPLIED TO THE APPROPRIATE ACCOUNT. THE STUDENT THEN REMITS THE NET AMOUNT OF THE TUITION DUE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JULIA RUSSELL EELLS | NamePerson |
| Base Compensation Filing Org | 200000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 20000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 23000 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 23250 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 266250 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 100000 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE HEAD OF SCHOOL IS PROVIDED WITH A RESIDENCE ON THE UPPER FLOOR OF A HOUSE THAT IS OWNED BY THE LINCOLN SCHOOL. THE BOTTOM FLOOR OF THE RESIDENCE IS USED BY THE HEAD TO ENTERTAIN POTENTIAL STUDENTS AND THEIR FAMILIES, SUBSTANTIAL AND/OR POTENTIAL CONTRIBUTORS AND OTHERS WHO HAVE A DIRECT BUSINESS RELATIONSHIP WITH THE SCHOOL. THE DUTIES REQUIRED BY THE HEAD OF SCHOOL INCLUDE BEING THE REPRESENTATIVE OF THE BOARD IN ITS RELATIONS WITH THE FACULTY, STAFF, STUDENTS AND THE PATRONS OF THE SCHOOL. THE HEAD OF SCHOOL WOULD NOT BE ABLE TO PERFORM THE REQUIRED DUTIES OF HER POSITION WITHOUT THE RESIDENCE THAT IS PROVIDED. THIS ARRANGEMENT IS PART OF AN AGREEMENT BETWEEN THE HEAD OF SCHOOL AND THE LINCOLN SCHOOL. |
| PART I, LINE 5 | THE HEAD OF SCHOOL IS ENTITLED TO A BONUS NOT TO EXCEED A SET DOLLAR AMOUNT. THE AMOUNT OF BONUS THAT IS PAID TO THE HEAD OF SCHOOL IS DEPENDANT UPON THE HEAD'S PERFORMANCE CONSISTENT WITH PEFORMANCE GOALS AGREED UPON IN A CONTRACT BETWEEN THE HEAD OF SCHOOL AND THE LINCOLN SCHOOL, AS WELL AS THE FINANCIAL CONDITION OF THE SCHOOL. THE GOALS TARGETED IN THE CONTRACT MAY INVOLVE OPERATING RESULTS AS COMPARED TO BUDGET, NUMBER OF STUDENTS ENROLLED IN THE SCHOOL, AS WELL AS SUCCESS IN REACHING ANNUAL FUND GOALS. |
| PART I, LINE 6 | THE HEAD OF SCHOOL IS ENTITLED TO A BONUS NOT TO EXCEED A SET DOLLAR AMOUNT. THE AMOUNT OF BONUS THAT IS PAID TO THE HEAD OF SCHOOL IS DEPENDANT UPON THE HEAD'S PERFORMANCE CONSISTENT WITH PEFORMANCE GOALS AGREED UPON IN A CONTRACT BETWEEN THE HEAD OF SCHOOL AND THE LINCOLN SCHOOL, AS WELL AS THE FINANCIAL CONDITION OF THE SCHOOL. THE GOALS TARGETED IN THE CONTRACT MAY INVOLVE OPERATING RESULTS AS COMPARED TO BUDGET, NUMBER OF STUDENTS ENROLLED IN THE SCHOOL, AS WELL AS SUCCESS IN REACHING ANNUAL FUND GOALS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 305006 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PUBLIC STOCK EXCHANGE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GALA AUCTION | 127 | 34760 | FAIR VALUE |
| X | BOOK FESTIVAL | 6 | 2160 | FAIR VALUE |
| X | WATER HEATER | 1 | 8833 | FAIR VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF THE FORM 990 WAS REVIEWED IN DETAIL BY THE BOARD OF GOVERNORS PRIOR TO FILING THE RETURN. | |
| A FORMAL CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF GOVERNORS TO ENSURE ALL BUSINESS RELATIONSHIPS ARE IN THE BEST INTEREST OF THE ORGANIZATION. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE EXECUTIVE COMMITTEE CONSISTING OF THE PRESIDENT, VICE PRESIDENT, TREASURER AND SECRETARY MEET EACH YEAR PRIOR TO AUGUST 20, TO GIVE IT'S ANNUAL EVALUATION OF THE HEAD OF SCHOOL'S PERFORMANCE. THE HEAD OF SCHOOL THEN HAS AN OPPORTUNITY TO RESPOND AS NEEDED. THE HEAD OF SCHOOL MUST GIVE THE COMMITTE A WRITTEN OVERVIEW OF HOW SHE HAS PROGRESSED IN MEETING THE GOALS OUTLINED BY THE EXECUTIVE COMMITTEE. THIS WRITTEN OVERVIEW MUST BE GIVEN TO THE EXECUTIVE COMMITTEE AT LEAST TWENTY DAYS BEFORE THE SCHEDULED MEETING BETWEEN THE EXECUTIVE COMMITTEE AND THE HEAD OF SCHOOL. FAILURE TO PERFORM ACCORDING TO THE BOARD'S EXPECTATIONS MAY RESULT IN REASSIGNMENT OF DUTIES, OR OTHER APPROPRIATE MEASURES UP TO AND INCLUDING TERMINATION OF THE AGREEMENT BETWEEN LINCOLN SCHOOL AND THE HEAD OF SCHOOL. THE EXECUTIVE COMMITTEE MEETS WITH THE HEAD OF SCHOOL NO LATER THAN AUGUST 20 EACH YEAR AND MUTUALLY AGREEABLE GOALS ARE SET FOR THE HEAD OF SCHOOL FOR THE UPCOMING SCHOOL YEAR. THE EXECUTIVE COMMITTEE THEN MEETS WITH THE HEAD OF SCHOOL PERIODICALLY THROUGHOUT THE YEAR TO DISCUSS THE PROGRESS TO DATE ON THE GOALS SET. THE EXECUTIVE COMMITTEE WILL PROVIDE ANY FEEDBACK NECESSARY ON THE PERFORMANCE OF THE HEAD OF SCHOOL. THESE MEETINGS ARE INFORMAL. A FORMAL MEETING IS SET FOR THE END OF JANUARY EACH YEAR TO DISCUSS A MID TERM ASSESSMENT OF THE PROGRESS ON THE GOALS SET AT THE BEGINNING OF THE SCHOOL YEAR. THE EXECUTIVE COMMITEE WILL REVIEW THE HEAD OF SCHOOL'S SALARY ON OR BEFORE AUGUST 20 OF EACH YEAR (WITH ANY ADJUSTMENTS RETROACTIVE TO JULY 1). UPON EACH REVIEW THE EXECUTIVE COMMITTEE RETAINS THE RIGHT TO ADJUST THE ANNUAL SALARY AND BENEFITS PAYABLE TO THE HEAD OF SCHOOL DURING THE TERM OF THEIR AGREEMENT. ANY SALARY INCREASE WILL DEPEND UPON THE HEAD OF SCHOOL'S PERFORMANCE AND THE FINANCIAL CONDITION OF THE SCHOOL. THE EXECUTIVE COMMITTE USES NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, AN ORGANIZATION WHICH PROVIDES ACCREDITATION FOR PRIVATE SCHOOLS, FOR COMPARABILITY DATA IN DETERMINING THE HEAD OF SCHOOL'S COMPENSATION AND EXAMINING IT FOR REASONABLENESS. ALL OTHER FACULTY AND STAFF ARE REVIEWED ANNUALLY BY THE HEAD OF SCHOOL AND COMPENSATION IS INCREASED ACCORDINGLY NOT TO EXCEED GUIDELINES SET BY THE EXECUTIVE COMMITTEE. | FORM 990, PART VI, SECTION B, LINE 15A | |
| IN ORDER FOR THE PUBLIC TO REVIEW THE GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS OF THIS ORGANIZATION, THEY ARE REQUIRED TO CALL AND REQUEST TO SEE THE DOCUMENTS. THE ORGANIZATION WILL THEN MAKE THE DOCUMENTS AVAILABLE WITHIN 24 HOURS OF THE REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | DONATED SERVICES AND USE OF FACILITIES: 4,500. UNREALIZED GAIN ON INVESTMENTS 214,980. FAIR MARKET VALUE OF ITEMS DONATED TO THE AUCTION -36,920. TOTAL TO FORM 990, PART XI, LINE 5: 182,560. | FORM 990, PART XI, LINE 5: |
| THE FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTING FIRM. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XI, ITEM 2C |