WAKEFIELD SCHOOL INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WAKEFIELD SCHOOL INC (EIN 54-1096344)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-11
- IRS object ID
- 202601319349304125
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T14:48:50-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541029635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON GREENSPON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4035 RIDGE TOP RD SUITE 700 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541096344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKEFIELD SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAKE | BusinessNameControlTxt |
| Phone | 5402537500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 107 | AddressLine1Txt |
| City | THE PLAINS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20198 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY HARPER | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 5402537500 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY M MOREY CPA | PreparerPersonNm |
| PTIN | P01521539 | PTIN |
| Phone | 7033858888 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ASHLEY HARPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 107 | AddressLine1Txt |
| City | THE PLAINS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20198 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,279,860 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.WAKEFIELDSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO FOSTER THE CHARACTER, CURIOSITY, & CLEAR VOICES THE WORLD NEEDS | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 136 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $893,182 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,155,513 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,669,822 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,858,776 | CYProgramServiceRevenueAmt |
| PY Investment Income | $65,105 | PYInvestmentIncomeAmt |
| CY Investment Income | $156,861 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,141 | PYOtherRevenueAmt |
| CY Other Revenue | -$78,357 | CYOtherRevenueAmt |
| PY Total Revenue | $12,669,250 | PYTotalRevenueAmt |
| CY Total Revenue | $13,092,793 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,083,322 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,354,448 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,950,275 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,001,574 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $402,470 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,148,599 | PYOtherExpensesAmt |
| CY Other Expenses | $4,026,553 | CYOtherExpensesAmt |
| PY Total Expenses | $13,182,196 | PYTotalExpensesAmt |
| CY Total Expenses | $13,382,575 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$512,946 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$289,782 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,822,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,882,416 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,409,607 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,630,049 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,412,992 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,252,367 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO FOSTER THE CHARACTER, CURIOSITY, & CLEAR VOICES THE WORLD NEEDS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,936,088 | ExpenseAmt |
| Grant | $2,354,448 | GrantAmt |
| Revenue | $11,485,451 | RevenueAmt |
| Desc | FOUNDED IN 1972, WAKEFIELD SCHOOL IS AN INDEPENDENT, COLLEGE-PREPARATORY DAY SCHOOL SERVING STUDENTS IN JUNIOR KINDERGARTEN THROUGH GRADE 12. WITH 380 STUDENTS AND AN 8:1 STUDENT-TO-TEACHER RATIO, WAKEFIELD OFFERS A PERSONALIZED, RIGOROUS LIBERAL ARTS EDUCATION IN A CLOSE-KNIT COMMUNITY. INSTRUCTIONAL PROGRAMS INCLUDE THE TUITION COST FOR ALL STUDENTS DURING A NORMAL SCHOOL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,659,199 | ExpenseAmt |
| Revenue | $56,102 | RevenueAmt |
| Desc | STUDENT SERVICE PROGRAMS INCLUDE ALL SUPPORT ACTIVITIES FOR STUDENTS AND INCLUDES SPORTS, FIELD TRIP FEES, AND OTHER FEES ENCOMPASSING THE DAILY STUDENT EDUCATION PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $294,118 | ExpenseAmt |
| Revenue | $317,223 | RevenueAmt |
| Desc | AUXILIARY PROGRAMS INCLUDE ALL ANCILLARY ACTIVITIES OUTSIDE OF INSTRUCTIONAL AND STUDENT SERVICES, AND INCLUDES ACTIVITIES SUCH AS AFTER-SCHOOL ACTIVITIES AND SUMMER PROGRAMS, LUNCH, AND BUS FEES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,889,405 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 136 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINCENT DEVITO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5402537500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4439 OLD TAVERN ROAD | AddressLine1Txt |
| City | THE PLAINS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20198 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GEORGE MCLAMB | ||||||||
| CHAIR OF BOARD | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHRYN ALEDA | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN WHITSON | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| COLEMAN RECTOR | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID BASSAM | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA CORONA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY BRYANT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PIERS CAREY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN WAY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GRACIE WITHERS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMANDA O'BRIEN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DARRIN MOLLETT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN NEFF | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY OHRSTROM | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA RICH | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEVON RAMIREZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY HARPER | ||||||||
| HEAD OF SCHOOL | 50.00 | 0.00 | Yes (X) | $307,308 | $0 | $35,345 | ||
| VINCENT DEVITO | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $152,358 | $0 | $13,318 | ||
| KERRY OWEN | ||||||||
| HEAD OF LOWER AND MIDDLE SCHOOL | 40.00 | 0.00 | $111,158 | $0 | $7,075 | Yes (X) | ||
| TOUSSAINT SUMMERS | ||||||||
| DIRECTOR OF ATHLETICS | 40.00 | 0.00 | $102,336 | $0 | $8,682 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $673,160 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $64,420 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CUBAS CLEANING SERVICES | |||||
| 7618 MARACAIBO CT | GAINESVILLE | VA | 20155 | CLEANING SERVICES | $189,212 |
| THE BUDD GROUP | |||||
| 2325 S STRATFORD ROAD | WINSTON SALEM | NC | 27103 | CLEANING SERVICES | $135,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $152,417 | FundraisingAmt |
| All Other Contributions | $1,003,096 | AllOtherContributionsAmt |
| Noncash Contributions | $85,837 | NoncashContributionsAmt |
| Total Contributions | $1,155,513 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $11,485,451 | $11,485,451 |
| STUDENT PROGRAMS AND ACTIVITIES | 611110 | $373,325 | $373,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,858,776 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,844 | TotalRevenueColumnAmt |
| Exclusion | $156,844 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $17 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $17 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17 | TotalRevenueColumnAmt |
| Exclusion | $17 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $108,710 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $152,417 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $187,067 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$78,357 | TotalRevenueColumnAmt |
| Exclusion | -$78,357 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,092,793 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,858,776 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $78,504 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Program Services | $100 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,354,348 | TotalAmt |
| Program Services | $2,354,348 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,353 | TotalAmt |
| Program Services | $228,455 | ProgramServicesAmt |
| Management And General | $362,925 | ManagementAndGeneralAmt |
| Fundraising | $85,973 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,060,151 | TotalAmt |
| Program Services | $4,404,865 | ProgramServicesAmt |
| Management And General | $518,226 | ManagementAndGeneralAmt |
| Fundraising | $137,060 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,817 | TotalAmt |
| Program Services | $102,939 | ProgramServicesAmt |
| Management And General | $49,470 | ManagementAndGeneralAmt |
| Fundraising | $9,408 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,780 | TotalAmt |
| Program Services | $599,563 | ProgramServicesAmt |
| Management And General | $89,217 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,473 | TotalAmt |
| Program Services | $327,812 | ProgramServicesAmt |
| Management And General | $68,807 | ManagementAndGeneralAmt |
| Fundraising | $16,854 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,067 | TotalAmt |
| Management And General | $13,987 | ManagementAndGeneralAmt |
| Fundraising | $6,080 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,628 | TotalAmt |
| Management And General | $57,628 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,427 | TotalAmt |
| Management And General | $22,427 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,935 | TotalAmt |
| Program Services | $9,002 | ProgramServicesAmt |
| Management And General | $137,206 | ManagementAndGeneralAmt |
| Fundraising | $22,727 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,294 | TotalAmt |
| Management And General | $89,294 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,716 | TotalAmt |
| Program Services | $349,600 | ProgramServicesAmt |
| Management And General | $173,610 | ManagementAndGeneralAmt |
| Fundraising | $10,506 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,620 | TotalAmt |
| Program Services | $224,237 | ProgramServicesAmt |
| Management And General | $30,639 | ManagementAndGeneralAmt |
| Fundraising | $47,744 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,451 | TotalAmt |
| Program Services | $815,356 | ProgramServicesAmt |
| Management And General | $74,795 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,874 | TotalAmt |
| Program Services | $30,892 | ProgramServicesAmt |
| Management And General | $48,982 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,104 | TotalAmt |
| Program Services | $141,766 | ProgramServicesAmt |
| Management And General | $18,107 | ManagementAndGeneralAmt |
| Fundraising | $65,231 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,344 | TotalAmt |
| Program Services | $312,452 | ProgramServicesAmt |
| Management And General | $7,892 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,293 | TotalAmt |
| Program Services | $985,076 | ProgramServicesAmt |
| Management And General | $97,217 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,054 | TotalAmt |
| Program Services | $2,942 | ProgramServicesAmt |
| Management And General | $111,525 | ManagementAndGeneralAmt |
| Fundraising | $587 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT EXPENSE | Desc |
| Total | $118,746 | TotalAmt |
| Management And General | $118,746 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,382,575 | TotalAmt |
| Program Services | $10,889,405 | ProgramServicesAmt |
| Management And General | $2,090,700 | ManagementAndGeneralAmt |
| Fundraising | $402,470 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,189,345 | BOYAmt |
| EOY | $1,628,917 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,778 | BOYAmt |
| EOY | $149,455 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,607 | BOYAmt |
| EOY | $101,254 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,229 | BOYAmt |
| EOY | $38,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $33,592,676 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,932,107 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,246,738 | BOYAmt |
| EOY | $16,660,569 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $989,402 | BOYAmt |
| EOY | $1,159,941 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $143,194 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,822,599 | BOYAmt |
| EOY | $19,882,416 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,343 | BOYAmt |
| EOY | $508,455 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,150 | BOYAmt |
| EOY | $1,090,997 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,277,114 | BOYAmt |
| EOY | $7,943,951 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $86,646 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,409,607 | BOYAmt |
| EOY | $9,630,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,987,781 | BOYAmt |
| EOY | $9,706,756 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,211 | BOYAmt |
| EOY | $545,611 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,412,992 | BOYAmt |
| EOY | $10,252,367 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,822,599 | BOYAmt |
| EOY | $19,882,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$289,782 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $129,157 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,506,348 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $170,515 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,676,863 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,414,415 | BeginningYearBalanceAmt |
| Contributions | -$42,726 | ContributionsAmt |
| Investment Earnings Or Losses | $134,659 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,506,348 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,293,538 | BeginningYearBalanceAmt |
| Contributions | $27,279 | ContributionsAmt |
| Investment Earnings Or Losses | $93,598 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,414,415 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,404,219 | BeginningYearBalanceAmt |
| Contributions | $23,153 | ContributionsAmt |
| Investment Earnings Or Losses | -$133,834 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,293,538 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,173,375 | BeginningYearBalanceAmt |
| Contributions | $44,482 | ContributionsAmt |
| Investment Earnings Or Losses | $61,198 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,404,219 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.79639 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.20361 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $850,000 | OtherCostOrOtherBasisAmt |
| Book Value | $850,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,400,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,014,476 | DepreciationAmt |
| Book Value | $15,386,285 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,572,593 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,484,288 | DepreciationAmt |
| Book Value | $88,305 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $769,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $433,343 | DepreciationAmt |
| Book Value | $335,979 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,660,569 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION LIABILITY | Desc |
| Amt | $86,646 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $86,646 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,936,310 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $129,157 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $70,525 | OtherRevenueAmt |
| Revenue Not Reported | $199,682 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,736,628 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,817 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,354,348 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,356,165 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,092,793 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,096,935 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $70,525 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $70,525 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,026,410 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,817 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,354,348 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,356,165 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,382,575 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT WAS ESTABLISHED TO PROVIDE FINANCIAL STRENGTH FOR THE SCHOOL IN THE YEARS AHEAD. |
| PART X, LINE 2: | THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 70,525. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID/SCHOLARSHIPS 2,354,348. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 70,525. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID/SCHOLARSHIPS 2,354,348. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SEE PART II |
| LINE 3 - EXPLANATION OF NONDISCRIMINATION POLICY | THE SCHOOL ADMITS STUDENTS OF ANY RACE WITH ALL THE RIGHTS, PRIVILEGES, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, FINANCIAL AID PROGRAM AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION GALA | Event1Nm |
| Gross Receipts Event1 | $261,127 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $152,417 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $108,710 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $101,260 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $18,144 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,899 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $19,270 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $31,494 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $261,127 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $152,417 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $108,710 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $101,260 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,144 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,899 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $19,270 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,494 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $187,067 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$78,357 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID FOR 2024-2025 SCHOOL YEAR | GrantTypeTxt |
| Recipient | 187 | RecipientCnt |
| Cash Grant | $2,354,348 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART 1, 2 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL USES A THIRD PARTY SERVICE TO DETERMINE INDIVIDUAL NEED FOR STUDENTS THAT APPLY, IN ADDITION TO INTERNAL GUIDELINES AND BUDGETS. FINANCIAL AID AWARDED IS LISTED ON THE STUDENT CONTRACT FOR THE SCHOOL YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASHLEY HARPER | ||||||||||||||
| HEAD OF SCHOOL | $280,308 | $0 | $27,000 | $0 | $0 | $0 | $22,491 | $0 | $12,855 | $0 | $342,654 | $0 | $0 | $0 |
| VINCENT DEVITO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $152,358 | $0 | $0 | $0 | $0 | $0 | $2,400 | $0 | $10,918 | $0 | $165,676 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | ASHLEY HARPER RECEIVED A DISCRETIONARY BONUS OF $27,000 IN 2024. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC DEVELOPMENT AUTHORITY OF FAUQUIER COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 546001274 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2018-04-25 | BondIssuedDt |
| Issue Price | $10,000,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $10,000,000 | TotalProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | 0 | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, BOND ISSUES (F) | FormAndLineReferenceDesc |
| Explanation | THE PURPOSE OF THE BOND ISSUE WAS TO REFINANCE SERIES 2008 VARIABLE RATE REVENUE BONDS USED IN CAPITAL BUILDING PROJECTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 57 | $86,260 | FMV |
| Yes (X) | CLASSROOM EQUIPMENT | 1 | $29,077 | FMV |
| Yes (X) | BUILDING IMPROVEMENTS | 2 | $14,500 | FMV |
| Yes (X) | SPORTS EQUIPMENT | 1 | $3,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE SCHOOL HAS AN EXECUTIVE COMMMITTEE WITH THE POWER TO MANAGE THE AFFAIRS OF THE SCHOOL BY ACTING ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 WAS NOT PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED. THE HEAD OF SCHOOL AND THE SCHOOL'S FINANCE COMMITTEE REVIEW THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS THE SCHOOL'S OFFICERS, TRUSTEES, HEAD OF SCHOOL AND CHIEF EMPLOYED FINANCIAL EXECUTIVE AND IS MONITORED BY AN ANNUAL DISCLOSURE OF INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST ON A SCHOOL PROVIDED FORM WHICH ARE REVIEWED AND MAINTAINED BY THE CHAIR OF THE BOARD OF TRUSTEES. THE CHAIR OF THE BOARD OF TRUSTEES REVIEWS EACH TRANSACTION TO COME BEFORE THE BOARD FOR POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. IF POTENTIAL OR ACTUAL CONFLICTS (PAST, PRESENT OR FUTURE) ARE IDENTIFIED, THE CHAIR WILL DETERMINE WHETHER TO A)TAKE NO ACTIONS; B) ASSURE FULL DISCLOSURE TO THE BOARD OF TRUSTEES AND OTHER INDIVIDUALS COVERED BY THIS POLICY; C)ASK THE PERSON TO RECUSE HIM OR HERSELF FROM PARTICIPATION IN RELATED DISCUSSIONS \OR DECISIONS WITHIN THE SCHOOL; OR D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE SCHOOL (FAILING WHICH THE INDIVIDUAL MAY BECOME SUBJECT TO POSSIBLE REMOVAL). THE IDENTIFIED CONFLICTS OF INTEREST AND APPROPRIATE RECUSALS ARE DOCUMENTED IN THE MINUTES OF EACH BOARD OR COMMITTEE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION OF THE FOLLOWING PERSONS INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT MEMBERS OF THE FINANCE COMMITTEE. COMPARABILITY DATA USED IN THE REVIEW PROCESS WAS OBTAINED FROM VAIS AND NAIS AS WELL AS BENCHMARKS AT THE REGIONAL, STATE AND NATIONAL LEVELS. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF FINANCE COMMITTEE. THE COMPENSATION DETERMINATION PROCESS APPLIES TO THE FOLLOWING OFFICES/POSITIONS: HEAD OF SCHOOL AND CHIEF FINANCIAL OFFICER. THE MOST RECENT REVIEW AND APPROVAL WAS CONDUCTED IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |