BURGUNDY FARM COUNTRY DAY SCHOOL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BURGUNDY FARM COUNTRY DAY SCHOOL INC (EIN 54-0540100)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-12-20
- IRS object ID
- 201143549349300509
- 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 | 2011-12-20T12:22:20-06:00 | 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 | Raffa PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW Suite 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | 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 | 540540100 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Burgundy Farm Country Day School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BURG | NameControl |
| Phone | 7039603431 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Burgundy Road | AddressLine1 |
| City | Alexandria | City |
| State | VA | State |
| ZIP Code | 22303 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey Sindler | Name |
| Title | Head of School | Title |
| Phone | 7039603431 | Phone |
| Date Signed | 2011-12-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Frank H Smith | Name |
| Phone | 2028225000 | Phone |
| Date Prepared | 2011-12-20 | DatePrepared |
| 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 | Jeffrey R Sindler | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Burgundy Road | AddressLine1 |
| City | Alexandria | City |
| State | VA | State |
| ZIP Code | 22303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8405026 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.burgundyfarm.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | Providing a formal education for grades junior kindergarten through 8th grade. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 211 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 364514 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 654430 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7005746 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7594529 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 62845 | InvestmentIncomePriorYear |
| Investment Income Current Year | 56994 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 15370 | OtherRevenuePriorYear |
| Other Revenue Current Year | 16522 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7448475 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8322475 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 777139 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 796195 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4694261 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4758861 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 373946 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2088604 | OtherExpensePriorYear |
| Other Expenses Current Year | 2264181 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7560004 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7819237 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -111529 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 503238 | RevenuesLessExpensesCY |
| Total Assets BOY | 10547618 | TotalAssetsBOY |
| Total Assets EOY | 11313947 | TotalAssetsEOY |
| Total Liabilities BOY | 6494610 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6579813 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4053008 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4734134 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Burgundy Farm Country Day School operates as an independent school providing formal education as well as extended day care at its campus in Alexandria, Virginia and school and summer camp programs at its campus in West Virginia, to students in junior kindergarten through eighth grade. The School seeks to empower its students to become thinking, informed, committed, creative individuals who will contribute to all levels of society, from their family and school class to their community and nation. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3384690 | Expense |
| Revenue | 6457582 | Revenue |
| Description | Instructional: The School provides a formal quality education for 276 students in junior kindergarten through eighth grade. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1107272 | Expense |
| Revenue | 210250 | Revenue |
| Description | Plant: This includes the School's costs for operating its main school campus in Alexandria, Virgina and its campus in West Virginia which is used for school and summer camp programs. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 796195 | Expense |
| Grants | 796195 | Grants |
| Description | Financial aid and remissions: The School provides financial aid to families in need, thus enabling students that would not otherwise be able to participate to take part in the School's programs. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 685082 | Expense |
| Revenue | 926697 | Revenue |
| Description | Auxiliary services | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 685082 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 926697 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 5973239 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 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 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 211 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Samuel F Awotwi CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7038420463 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Burgundy Road | AddressLine1 |
| City | Alexandria | City |
| State | VA | State |
| ZIP Code | 22303 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Holly Sloan | ||||||
| President | 5.00 | X | X | 0 | 0 | 0 |
| Jarett Arp | ||||||
| Vice President | 5.00 | X | X | 0 | 0 | 0 |
| Patricia Rogers | ||||||
| Secretary | 5.00 | X | X | 0 | 0 | 0 |
| Tina Hofmann | ||||||
| Treasurer | 5.00 | X | X | 0 | 0 | 0 |
| Steve Callender | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Beata Corcoran | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Scott Cullen | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Pat Harden | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| PT Henry | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Wendy John | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Joseph Liu | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Emogene Mitchell | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Nancy Piper | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Rick Price | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Mary Quillan-Helms | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Eric Sapirstein | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Leslie Simpson-Summey | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| John M Thomas | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| John W Thomas | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Jonathan Tuttle | ||||||
| Member-at-large | 5.00 | X | 0 | 0 | 0 | |
| Cathy M Coakley | ||||||
| Dir. of Fin. and Oper. (4/2011) | 50.00 | X | 96246 | 0 | 14468 | |
| Jeffrey R Sindler | ||||||
| Head of School | 60.00 | X | 198852 | 0 | 22404 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 295098 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 36872 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 10432 | FederatedCampaigns |
| Fundraising Events | 197755 | FundraisingEvents |
| All Other Contributions | 446243 | AllOtherContributions |
| Noncash Contributions | 166036 | NoncashContributions |
| Total Contributions | 654430 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition | 900099 | 6457582 | 6457582 |
| Auxiliary service fees | 900099 | 926697 | 926697 |
| Capital maint. fees | 900099 | 210250 | 210250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7594529 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56994 | TotalRevenueColumn |
| Exclusion | $56,994 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 19800 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3278 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 16522 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16522 | TotalRevenueColumn |
| Exclusion | $16,522 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37739 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37739 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 41534 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 197755 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 41534 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8322475 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7594529 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $73,516 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 796195 | Total |
| Program Services | 796195 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275325 | Total |
| Management And General | 275325 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3706428 | Total |
| Program Services | 3112712 | ProgramServices |
| Management And General | 420096 | ManagementAndGeneral |
| Fundraising | 173620 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154830 | Total |
| Program Services | 132058 | ProgramServices |
| Management And General | 16847 | ManagementAndGeneral |
| Fundraising | 5925 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325001 | Total |
| Program Services | 281890 | ProgramServices |
| Management And General | 29149 | ManagementAndGeneral |
| Fundraising | 13962 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297277 | Total |
| Program Services | 239731 | ProgramServices |
| Management And General | 43960 | ManagementAndGeneral |
| Fundraising | 13586 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179 | Total |
| Management And General | 179 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41547 | Total |
| Management And General | 41547 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273327 | Total |
| Program Services | 157951 | ProgramServices |
| Management And General | 99734 | ManagementAndGeneral |
| Fundraising | 15642 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54726 | Total |
| Program Services | 17881 | ProgramServices |
| Management And General | 36365 | ManagementAndGeneral |
| Fundraising | 480 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86891 | Total |
| Program Services | 25206 | ProgramServices |
| Management And General | 54920 | ManagementAndGeneral |
| Fundraising | 6765 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97347 | Total |
| Program Services | 97347 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3883 | Total |
| Program Services | 1326 | ProgramServices |
| Management And General | 2262 | ManagementAndGeneral |
| Fundraising | 295 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18576 | Total |
| Program Services | 9635 | ProgramServices |
| Management And General | 8941 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191211 | Total |
| Management And General | 191211 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370325 | Total |
| Program Services | 367535 | ProgramServices |
| Management And General | 2790 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63855 | Total |
| Program Services | 47828 | ProgramServices |
| Management And General | 16027 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Supplies | 335947 | 271807 | 55992 | 8148 |
| Miscellaneous | 248500 | 121369 | 116326 | 10805 |
| Special events expenses | 136653 | 24455 | 9206 | 102992 |
| Repairs and maintenance | 123935 | 122637 | 1298 | |
| Bad debt expense | 90410 | 70322 | 15477 | 4611 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126869 | Total |
| Program Services | 75354 | ProgramServices |
| Management And General | 34400 | ManagementAndGeneral |
| Fundraising | 17115 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7819237 | Total |
| Program Services | 5973239 | ProgramServices |
| Management And General | 1472052 | ManagementAndGeneral |
| Fundraising | 373946 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400 | BOY |
| EOY | 400 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2789597 | BOY |
| EOY | 3492395 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20803 | BOY |
| EOY | 39456 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95939 | BOY |
| EOY | 47615 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389758 | BOY |
| EOY | 270194 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9431102 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3671679 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5762256 | BOY |
| EOY | 5759423 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1437380 | BOY |
| EOY | 1655768 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51485 | BOY |
| EOY | 48696 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10547618 | BOY |
| EOY | 11313947 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 439922 | BOY |
| EOY | 287448 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3086677 | BOY |
| EOY | 3366772 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2948413 | BOY |
| EOY | 2911359 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19598 | BOY |
| EOY | 14234 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6494610 | BOY |
| EOY | 6579813 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3207903 | BOY |
| EOY | 3710112 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 207309 | BOY |
| EOY | 384111 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 637796 | BOY |
| EOY | 639911 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4053008 | BOY |
| EOY | 4734134 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10547618 | BOY |
| EOY | 11313947 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 503238 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 177888 | ReconcilationOtherChanges |
| 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 | 1519670 | BeginningOfYearBalance |
| Contributions | 7621 | Contributions |
| Investment Earnings Or Losses | 218388 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1745679 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1332996 | BeginningOfYearBalance |
| Contributions | 11760 | Contributions |
| Investment Earnings Or Losses | 174914 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1519670 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1293855 | BeginningOfYearBalance |
| Contributions | 87459 | Contributions |
| Investment Earnings Or Losses | -48318 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1332996 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.53930 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.36660 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09410 | TermEndowmentEOYBalance |
| 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 | 463679 | OtherCostOrOtherBasis |
| Book Value | 463679 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8063094 | OtherCostOrOtherBasis |
| Depreciation | 3065848 | Depreciation |
| Book Value | 4997246 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 904329 | OtherCostOrOtherBasis |
| Depreciation | 605831 | Depreciation |
| Book Value | 298498 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5759423 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Multi-strategy bond fund | 914703 | C |
| Multi-strategy equity fund | 741065 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1655768 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital lease obligation | Description |
| Amount | $14,234 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 14234 | TotalOfAmounts |
| Total Revenue | 8322475 | TotalRevenue |
| Total Expenses | 7819237 | TotalExpenses |
| Excess Or Deficit For Year | 503238 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 177888 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 177888 | TotalAdjustments |
| Excess Or Deficit Per FS | 681126 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8449428 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 177888 | NetUnrealizedGainsInvestments |
| Other Revenues | 44812 | OtherRevenues |
| Revenue Not Rptd F990 | 222700 | RevenueNotRptdF990 |
| Revenue Subtotal | 8226728 | RevenueSubtotal |
| Other Revenues Not Included | 95747 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 95747 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8322475 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7768302 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 44812 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 44812 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7723490 | ExpensesSubtotal |
| Other Expenses Not Included | 95747 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 95747 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7819237 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Part V: Board designated endowment - Funds be set aside for the future use of student financial aid and capital expenditures. It is the policy of the Board of Trustees that $200 of these funds is set aside for future unanticipated capital expenditures. Permanent endowment - These funds are to be used for financial aid, faculty education and development and general purposes. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | In accordance with ASC Topic 740, Income Taxes, the School has evaluated its income tax positions for the year ended June 30, 2011, and has determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status. |
| Part XII, Line 2d - Other Adjustments: | Special event expenses 41,534. Rental expenses 3,278. | |
| Part XII, Line 4b - Other Adjustments: | In-kind goods 95,747. | |
| Part XIII, Line 2d - Other Adjustments: | Special event expenses 41,534. Rental expenses 3,278. | |
| Part XIII, Line 4b - Other Adjustments: | In-kind goods 95,747. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Nondiscriminatory Policy Publication | Identifier |
| Return Reference | Schedule E, Part I, Line 3 | ReturnReference |
| Explanation | The School published a notice of its nondiscriminatory policy in an ad in the Washington Post as well as in the student/parent handbook. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction | NameOfEvent1 |
| Gross Receipts Event1 | 212916 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 192149 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 20767 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 95747 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 2465 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 675 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 23795 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Fair | NameOfEvent2 |
| Gross Receipts Event2 | 26373 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 5606 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 20767 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 1098 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 13501 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 239289 | GrossReceiptsTotal |
| Charitable Contributions Total | 197755 | CharitableContributionsTotal |
| Gross Revenue Total Events | 41534 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 95747 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 3563 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 675 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 37296 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 137281 | DirectExpenseSummaryEvents |
| Net Income Summary | -95747 | 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 assistance | TypeOfGrant |
| Number Of Recipients | 59 | NumberOfRecipients |
| Amount Of Cash Grant | 796195 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The School provides grants to families to help pay for tuition. No actual money is paid out to these families, but rather their tuition is reduced by the amount of the grant. Accordingly, no self-monitoring is necessary to monitor the use of the funds. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jeffrey R Sindler | NamePerson |
| Base Compensation Filing Org | 198852 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 11931 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10473 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 221256 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | Jeffrey R. Sindler, Head of School, received $1,000 towards a gym membership. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 37739 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 32550 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Tax assessment | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Various | Description |
| Number Of Contributions | 128 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 95747 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | Our non-cash donations, such as donated stock, are held with State Street Bank which is used to process and sell non-cash contributions. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | The members of the organization include our founders, life members, parents and guardians, faculty, staff and advisors. | |
| Form 990, Part VI, Section A, line 7a | The members of the organization include our founders, life members, parents and guardians, faculty, staff and advisors. Each class of qualified members may vote to elect the members of the Board. | |
| Form 990, Part VI, Section A, line 7b | Any matter other than the election of Member Trustees submitted to a vote by qualified members shall be conducted at the Annual Meeting of the Corporation's membership or at a special meeting of the membership held in accordance with Article III ofthe Bylaws. Each qualified member shall be entitled to cast one vote per nominee for a number of nominees equal to the number of open positions on the Board of Trustees to be filled by Member Trustees, and one vote in any other matter submitted to a vote by qualified members. | |
| Form 990, Part VI, Section B, line 11 | When the tax return is received from the preparer's office, the Director of Finance and Operations goes through each page with the audited financial statements to ensure that all numbers are accurate. The return is then given to each member of the Board of Trustees to look over and ask questions. It is approved at the next Board meeting and then filed with the IRS. | |
| The policy is distributed each year to all Board Members and Committee Members. Signed statements ackowledging that recipients have received, read, understand, and agree to comply with the policy are collected at the Annual Meeting, or soon thereafter. Members with conflicts are immediately asked to resign from the Board. | Form 990, Part VI, Section B, line 12c | |
| The organization posts an article in its school newsletter annually to let the community know that its governing documents, conflict of interest statement, audited financial statements and tax return are available in the main office for public viewing. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 177,888. | Form 990, Part XI, line 5: |