FRIENDS SCHOOL OF BALTIMORE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS SCHOOL OF BALTIMORE INC (EIN 52-0591602)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-01
- IRS object ID
- 202611219349302031
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T15:22:59-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205991824 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC&H GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 SCHILLING CIRCLE SUITE 300 | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21031 | 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 | 520591602 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS SCHOOL OF BALTIMORE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 4106493200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5114 N CHARLES ST | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MALCOLM HAYNES | PersonNm |
| Person Title | CHIEF FINANCIAL & OPP OFFICER | PersonTitleTxt |
| Phone | 4106493200 | PhoneNum |
| Signature | 2026-05-01 | 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 | KIM MILLER | PreparerPersonNm |
| PTIN | P01522880 | PTIN |
| Phone | 4104031500 | PhoneNum |
| Preparation | 2026-05-01 | PreparationDt |
| 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 | CHRISTIAN DONOVAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5114 N CHARLES ST | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,213,325 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRIENDSBALT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | FOUNDED IN 1784, FRIENDS SCHOOL OF BALTIMORE PROVIDES A COEDUCATIONAL, COLLEGE PREPARATORY PROGRAM GUIDED BY THE QUAKER VALUES OF TRUTH, EQUALITY, SIMPLICITY, COMMUNITY, AND PEACEFUL RESOLUTION OF CONFLICT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 464 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,863,040 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,693,316 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,011,875 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,980,433 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,111,298 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,138,052 | CYInvestmentIncomeAmt |
| PY Other Revenue | $389,663 | PYOtherRevenueAmt |
| CY Other Revenue | $392,784 | CYOtherRevenueAmt |
| PY Total Revenue | $38,375,876 | PYTotalRevenueAmt |
| CY Total Revenue | $36,204,585 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,704,694 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,773,487 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,685,311 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,731,589 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $98,738 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $31,377 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,115,210 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,246,401 | PYOtherExpensesAmt |
| CY Other Expenses | $10,858,499 | CYOtherExpensesAmt |
| PY Total Expenses | $35,735,144 | PYTotalExpensesAmt |
| CY Total Expenses | $38,394,952 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,640,732 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,190,367 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $109,034,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,192,656 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,239,138 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,157,123 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,794,887 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,035,533 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A QUAKER SCHOOL-TO FOSTER IN YOUNG PEOPLE THE SKILLS, KNOWLEDGE, AND HABITS OF MIND NEEDED TO PARTNER WITH THEIR COMMUNITIES AND TO BE COURAGEOUS CHANGE-MAKERS IN THE WORLD. EDUCATION IS A JOURNEY, A CONTINUAL SEEKING AFTER TRUTH THAT RELIES ON BOTH INWARD REFLECTION AND OUTWARD CONNECTION WITH OTHERS, ESPECIALLY ACROSS LINES OF DIFFERENCE. LEARNING IS GROUNDED IN RELATIONSHIPS AND DEEPENED BY APPLICATION TO THE WORLD BEYOND OUR CAMPUS. GUIDED BY THE TESTIMONIES OF SIMPLICITY, PEACE, INTEGRITY, COMMUNITY, EQUALITY, AND STEWARDSHIP, AND OUR CORE BELIEF THAT THERE IS THAT OF GOD IN EACH PERSON, AND WE UNDERSTAND THESE TESTIMONIES AND THIS BELIEF TO BE A CALL TO JUSTICE. WE VALUE DIVERSITY, PURSUE EQUITY, AND STRIVE TO BE AN ACTIVELY INCLUSIVE INSTITUTION THAT WORKS AGAINST SYSTEMIC OPPRESSION, WITHIN A CAMPUS COMMUNITY WHERE EACH INDIVIDUAL CAN LIVE OUT THEIR FULL IDENTITIES. WE SEEK IN ALL WAYS TO EXEMPLIFY THE IDEALS OF THE RELIGIOUS SOCIETY OF FRIENDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,828,372 | ExpenseAmt |
| Grant | $8,773,487 | GrantAmt |
| Revenue | $27,072,957 | RevenueAmt |
| Desc | INSTRUCTION AND EDUCATION - FOR STUDENTS IN GRADES PRIMARY TO 12TH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,930,455 | ExpenseAmt |
| Revenue | $3,907,476 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES - AFTER SCHOOL PROGRAMS, MUSIC LESSONS, PRESCHOOL & CHILD CARE AND SUMMER CAMP SERVING OVER 500 STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,758,827 | 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 | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 69 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 464 | 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALCOLM HAYNES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4106493200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5114 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KAREN CLARK | |||||||
| TRUSTEE, FACULTY REP | 40.00 | Yes (X) | $66,835 | $0 | $3,520 | ||
| LESTER DAVIS | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRANDYN HICKS | |||||||
| ASSISTANT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BURCK SMITH | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN BAER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA BROCATO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER BUNKLEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY CLEMENTS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIFFANI COLLINS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS DAHL | |||||||
| TRUSTEE, PARENT REP | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEN DISTANCE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GULI FAGER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZY FILBERT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NORMAN FORBUSH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON FRIAR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL GOLDBERG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE HANCOCK PORTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA HOLTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIKA KANE LYONS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLEMMIE MILLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM NICOLSON | |||||||
| TRUSTEE, STUDENT REP | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAIRE SALKOWSKI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SOPHIA SILBERGOLD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FELICITY TURNER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSSELL WEBER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA YOUNG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTIAN DONOVAN | |||||||
| HEAD OF SCHOOL | 40.00 | $364,570 | $0 | $79,480 | Yes (X) | ||
| MALCOLM HAYNES | |||||||
| CHIEF FINANCIAL AND OPERAT | 40.00 | $217,380 | $0 | $25,252 | Yes (X) | ||
| RASHA EL-HAGGAN | |||||||
| DIRECTOR OF ACADEMICS | 40.00 | $174,556 | $0 | $8,199 | Yes (X) | ||
| HEIDI HUTCHINSON | |||||||
| PRINCIPAL - LOWER & MIDDLE SCHOOLS | 40.00 | $162,600 | $0 | $23,241 | Yes (X) | ||
| ASHLEY PRINCIPE | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $162,364 | $0 | $53,069 | Yes (X) | ||
| BRANDON ROGERS | |||||||
| PRINCIPAL - UPPER SCHOOL | 40.00 | $142,819 | $0 | $24,877 | Yes (X) | ||
| CARL GRANT | |||||||
| DIRECTOR OF FACILITIES | 40.00 | $130,366 | $0 | $15,090 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,421,490 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $232,728 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMPREHENSIVE BUILDING SERVICES INC | |||||
| 529 ANNESLIE ROAD | BALTIMORE | MD | 212122010 | JANITORIAL SERVICES | $643,912 |
| BROCK & COMPANY INC | |||||
| 257 GREAT VALLEY PARKWAY | MALVERN | PA | 19355 | CAFETERIA SERVICE | $305,730 |
| NELIS PAINTING & RESTORATION LLC | |||||
| 17865 PIEDMONT RD | STEWARTSTOWN | PA | 17363 | PAINTING | $224,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $10,305 | FundraisingAmt |
| Related Organizations | $78,510 | RelatedOrganizationsAmt |
| All Other Contributions | $2,604,501 | AllOtherContributionsAmt |
| Noncash Contributions | $447,485 | NoncashContributionsAmt |
| Total Contributions | $2,693,316 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $27,072,957 | $27,072,957 |
| LITTLE FRIENDS | 611710 | $2,310,072 | $2,310,072 |
| AUXILIARY ENTERPRISES | 611710 | $1,476,984 | $1,476,984 |
| YEARBOOK, OTHER CLUBS | 611710 | $74,830 | $74,830 |
| LATE FEES & FORFEITED DEPOSITS | 611710 | $23,182 | $23,182 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,408 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,408 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,980,433 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,370,721 | TotalRevenueColumnAmt |
| Exclusion | $1,370,721 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $98,429 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $98,429 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,429 | TotalRevenueColumnAmt |
| Exclusion | $98,429 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,667,491 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,900,160 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $767,331 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $767,331 | TotalRevenueColumnAmt |
| Exclusion | $767,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,160 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $10,305 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $15,793 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,633 | TotalRevenueColumnAmt |
| Exclusion | -$3,633 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $139,324 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $92,787 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,537 | TotalRevenueColumnAmt |
| Exclusion | $46,537 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $249,153 | $249,153 |
| LOAN INTEREST | 900099 | $2,298 | $2,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $251,451 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,204,585 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,980,433 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,530,836 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,773,487 | TotalAmt |
| Program Services | $8,773,487 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,487 | TotalAmt |
| Management And General | $686,487 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,620,270 | TotalAmt |
| Program Services | $12,876,151 | ProgramServicesAmt |
| Management And General | $1,067,868 | ManagementAndGeneralAmt |
| Fundraising | $676,251 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,832 | TotalAmt |
| Program Services | $467,014 | ProgramServicesAmt |
| Management And General | $50,369 | ManagementAndGeneralAmt |
| Fundraising | $22,449 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,795,108 | TotalAmt |
| Program Services | $1,602,303 | ProgramServicesAmt |
| Management And General | $117,266 | ManagementAndGeneralAmt |
| Fundraising | $75,539 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,892 | TotalAmt |
| Program Services | $936,862 | ProgramServicesAmt |
| Management And General | $107,154 | ManagementAndGeneralAmt |
| Fundraising | $45,876 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,617 | TotalAmt |
| Management And General | $67,617 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,066 | TotalAmt |
| Management And General | $50,066 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,377 | TotalAmt |
| Fundraising | $31,377 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,036 | TotalAmt |
| Management And General | $219,036 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,143,520 | TotalAmt |
| Program Services | $875,988 | ProgramServicesAmt |
| Management And General | $248,146 | ManagementAndGeneralAmt |
| Fundraising | $19,386 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,583 | TotalAmt |
| Program Services | $16,240 | ProgramServicesAmt |
| Management And General | $157,228 | ManagementAndGeneralAmt |
| Fundraising | $20,115 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,563 | TotalAmt |
| Program Services | $127,383 | ProgramServicesAmt |
| Management And General | $88,741 | ManagementAndGeneralAmt |
| Fundraising | $19,439 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,311 | TotalAmt |
| Program Services | $442,525 | ProgramServicesAmt |
| Management And General | $19,775 | ManagementAndGeneralAmt |
| Fundraising | $7,011 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,066 | TotalAmt |
| Program Services | $605,311 | ProgramServicesAmt |
| Management And General | $82,076 | ManagementAndGeneralAmt |
| Fundraising | $13,679 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,474 | TotalAmt |
| Management And General | $41,774 | ManagementAndGeneralAmt |
| Fundraising | $67,700 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $727,057 | TotalAmt |
| Program Services | $627,752 | ProgramServicesAmt |
| Management And General | $85,119 | ManagementAndGeneralAmt |
| Fundraising | $14,186 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,829,598 | TotalAmt |
| Program Services | $2,443,116 | ProgramServicesAmt |
| Management And General | $331,270 | ManagementAndGeneralAmt |
| Fundraising | $55,212 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,305 | TotalAmt |
| Management And General | $431,305 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIP. RENTAL AND MAINT | $2,016,046 | $1,662,780 | $330,729 | $22,537 |
| STUDENT SERVICES | $372,831 | $372,831 | ||
| INSTRUCTION | $298,495 | $296,699 | $1,796 | |
| DINING SERVICES | $187,657 | $187,657 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,274 | TotalAmt |
| Program Services | $444,728 | ProgramServicesAmt |
| Management And General | $337,093 | ManagementAndGeneralAmt |
| Fundraising | $24,453 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,394,952 | TotalAmt |
| Program Services | $32,758,827 | ProgramServicesAmt |
| Management And General | $4,520,915 | ManagementAndGeneralAmt |
| Fundraising | $1,115,210 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $1,500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,481,201 | BOYAmt |
| EOY | $6,103,985 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,634 | BOYAmt |
| EOY | $1,097,797 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,379 | BOYAmt |
| EOY | $346,420 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,233 | BOYAmt |
| EOY | $108,358 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,639 | BOYAmt |
| EOY | $76,245 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,250 | BOYAmt |
| EOY | $505,647 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $74,366,041 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,022,399 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,101,606 | BOYAmt |
| EOY | $46,343,642 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,584,001 | BOYAmt |
| EOY | $52,637,402 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,582 | BOYAmt |
| EOY | $971,660 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,034,025 | BOYAmt |
| EOY | $108,192,656 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,270,111 | BOYAmt |
| EOY | $1,772,853 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,269,028 | BOYAmt |
| EOY | $2,106,478 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,699,999 | BOYAmt |
| EOY | $16,657,999 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $619,793 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,239,138 | BOYAmt |
| EOY | $21,157,123 | 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 | $41,143,277 | BOYAmt |
| EOY | $38,612,799 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,651,610 | BOYAmt |
| EOY | $48,422,734 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,794,887 | BOYAmt |
| EOY | $87,035,533 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,034,025 | BOYAmt |
| EOY | $108,192,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,190,367 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,044,980 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$613,967 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 3.10 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,627,735 | BeginningYearBalanceAmt |
| Contributions | $332,091 | ContributionsAmt |
| Investment Earnings Or Losses | $4,924,798 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,745,015 | GrantsOrScholarshipsAmt |
| End Year Balance | $46,139,609 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,676,474 | BeginningYearBalanceAmt |
| Contributions | $156,553 | ContributionsAmt |
| Investment Earnings Or Losses | $4,409,936 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,615,228 | GrantsOrScholarshipsAmt |
| End Year Balance | $42,627,735 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,891,938 | BeginningYearBalanceAmt |
| Contributions | $1,236,702 | ContributionsAmt |
| Investment Earnings Or Losses | $3,120,354 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,572,520 | GrantsOrScholarshipsAmt |
| End Year Balance | $39,676,474 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,892,105 | BeginningYearBalanceAmt |
| Contributions | $1,360,808 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,570,304 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,790,671 | GrantsOrScholarshipsAmt |
| End Year Balance | $36,891,938 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,884,071 | BeginningYearBalanceAmt |
| Contributions | $2,676,614 | ContributionsAmt |
| Investment Earnings Or Losses | $9,841,154 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,509,734 | GrantsOrScholarshipsAmt |
| End Year Balance | $41,892,105 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07926 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50924 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.41150 | TermEndowmentBalanceEOYPct |
| 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 | $1,609,448 | OtherCostOrOtherBasisAmt |
| Book Value | $1,609,448 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,638,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,267,174 | DepreciationAmt |
| Book Value | $35,370,951 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,096,999 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,045,483 | DepreciationAmt |
| Book Value | $5,051,516 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,021,469 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,709,742 | DepreciationAmt |
| Book Value | $4,311,727 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,343,642 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP | $613,967 |
| LEASE LIABILITY | $5,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $619,793 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,349,829 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,044,980 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$8,773,487 | OtherRevenueAmt |
| Revenue Not Reported | -$4,728,507 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,078,336 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $219,036 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$92,787 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $126,249 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,204,585 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,495,216 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $92,787 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $92,787 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,402,429 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $219,036 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $8,773,487 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,992,523 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,394,952 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE CONSERVATION EASEMENT IS INCLUDED IN "LAND AND LAND IMPROVEMENTS" PRESENTED AS PROPERTY AND EQUIPMENT, NET ON THE FINANCIAL STATEMENTS. ALL REVENUE AND EXPENSES ASSOCIATED WITH THE EASEMENT IS INCLUDED IN THE STATEMENT OF FINANCIAL POSITION ON THE FINANCIAL STATEMENTS. THE CONSERVATION EASEMENT REPRESENTS LAND THE SCHOOL PLACED IN PERMANENT FOREST CONSERVATION WITH THE CITY OF BALTIMORE'S FOREST CONSERVATION PROGRAM. THE CITY OF BALTIMORE HOLDS THE EASEMENT AND HAS THE AUTHORITY TO ENFORCE THE EASEMENT. |
| PART V, LINE 4: | THE ORGANIZATION USES THE ENDOWMENT FUNDS AS SUPPORT FOR OPERATING EXPENSES THAT ARE NECESSARY TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE. THE ORGANIZATION'S OBJECTIVE IS TO MAINTAIN THE PURCHASING POWER OF ITS ENDOWMENTS OVER TIME BY FOLLOWING ITS SPENDING AND INVESTMENT POLICIES. |
| PART X, LINE 2: | WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE SCHOOL RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURES AS A COMPONENT OF INCOME TAX EXPENSE. THE SCHOOL DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF JUNE 30, 2025 AND 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | STUDENT GRANTS NETTED WITH TUITION INCOME -8,773,487. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED WITH REVENUE -92,787. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED WITH REVENUE 92,787. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT GRANTS NETTED WITH TUITION INCOME 8,773,487. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ALL PUBLICATIONS AND OTHER SCHOOL RELATED MARKETING MATERIALS INCLUDE A STATEMENT OF THE SCHOOL'S NONDISCRIMINATORY POLICY. IN ADDITION, THE SCHOOL IS INCLUDED IN NEWSPAPER ADVERTISEMENTS THROUGH THE ASSOCIATION OF INDEPENDENT MARYLAND AND DC SCHOOLS (AIMS). | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | STUDENT TRIP TO STUDY ABROAD IN SPAIN | $102,501 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDENT TRIP TO STUDY ABROAD IN GREECE | $82,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $185,094 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $185,094 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRENZEBACH GLIER & ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 775324 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | ASSESSMENT & PROSPECT ANALYSIS; STRATEGIC PROGRAM COUNSEL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $31,377 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $31,377 | TotalRetainedByContractorsAmt |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NIGHT OUT WITH FRIENDS | Event1Nm |
| Gross Receipts Event1 | $22,465 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $10,305 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,160 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $12,396 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,999 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,398 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $22,465 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $10,305 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $12,160 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $12,396 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,999 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,398 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,793 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,633 | 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 | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 600 | RecipientCnt |
| Cash Grant | $8,773,487 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE STUDENT'S PARENT(S) AND/OR GUARDIANS(S) MAY APPLY FOR FINANCIAL AID BY COMPLETING A UNIFORM APPLICATION THROUGH A THIRD PARTY VENDOR, CLARITY. A FINANCIAL AID COMMITTEE REVIEWS A SUMMARY OF EACH APPLICATION AND REQUIRED SUPPORTING DOCUMENTATION TO DETERMINE FINANCIAL NEED. AWARDS ARE ULTIMATELY BASED ON FINANCIAL NEED AND OTHER FACTORS, AND WHEN GRANTED ARE APPLIED TO THE RESPECTIVE STUDENT'S TUITION BILL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTIAN DONOVAN | ||||||||||||||
| HEAD OF SCHOOL | $364,570 | $0 | $0 | $0 | $0 | $0 | $16,183 | $0 | $63,297 | $0 | $444,050 | $0 | $0 | $0 |
| MALCOLM HAYNES | ||||||||||||||
| CHIEF FINANCIAL AND OPERAT | $217,380 | $0 | $0 | $0 | $0 | $0 | $10,205 | $0 | $15,047 | $0 | $242,632 | $0 | $0 | $0 |
| ASHLEY PRINCIPE | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $162,364 | $0 | $0 | $0 | $0 | $0 | $7,776 | $0 | $45,293 | $0 | $215,433 | $0 | $0 | $0 |
| HEIDI HUTCHINSON | ||||||||||||||
| PRINCIPAL - LOWER & MIDDLE SCHOOLS | $162,600 | $0 | $0 | $0 | $0 | $0 | $7,328 | $0 | $15,913 | $0 | $185,841 | $0 | $0 | $0 |
| RASHA EL-HAGGAN | ||||||||||||||
| DIRECTOR OF ACADEMICS | $174,556 | $0 | $0 | $0 | $0 | $0 | $7,832 | $0 | $367 | $0 | $182,755 | $0 | $0 | $0 |
| BRANDON ROGERS | ||||||||||||||
| PRINCIPAL - UPPER SCHOOL | $142,819 | $0 | $0 | $0 | $0 | $0 | $6,292 | $0 | $18,585 | $0 | $167,696 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT (HEAD OF SCHOOL) IS REQUIRED TO LIVE IN A HOUSE LOCATED ON THE SCHOOL'S PREMISES FOR THE SCHOOL'S CONVENIENCE AND AS A CONDITION OF EMPLOYMENT. THIS BENEFIT WAS VALUED TO BE $54,000 FOR THE HEAD OF SCHOOL AND IS INCLUDED AS A NON-TAXABLE BENEFIT FOR THEM. | 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 | MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 520936091 | BondIssuerEIN |
| Bond Issued | 2024-05-16 | BondIssuedDt |
| Issue Price | $16,700,000 | IssuePriceAmt |
| Purpose | REFUNDING AND NEW PROJECTS | 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 |
| Retired | $42,000 | RetiredAmt |
| Total Proceeds | $16,700,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $329,416 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $14,574,600 | OtherSpentProceedsAmt |
| Unspent | $1,795,984 | UnspentAmt |
| Substantial Completion | 2024 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINNACLE BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 15.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (5 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $5,000 | TRUSTEE AWARD | EDUCATION |
| $67,200 | FINANCIAL AID & TRUSTEE AWARD | EDUCATION |
| $2,000 | TRUSTEE AWARD | EDUCATION |
| $10,000 | TRUSTEE AWARD & NEUMAN AWARD | EDUCATION |
| $7,500 | TRUSTEE AWARD | EDUCATION |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $439,785 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OFFICE SUPPLIES | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE TOTAL IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS RECIEVED. |
| PART I, LINE 33: | THE SCHOOL HAS ELECTED NOT TO REPORT CERTAIN HISTORICAL AND SIMILAR ITEMS AS REVENUE OR RECOGNIZE THEM AS ASSETS, AS ALLOWED UNDER FASB ASC 958-360-25. THESE ITEMS ARE INCLUDED IN PART I AS ARCHIVES AND INCLUDE VARIOUS HISTORICAL PHOTOS, BOOKS, AND DEVELOPMENT CAMPAIGN MATERIALS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | DECISIONS OR ACTIONS FINALIZED BY CONSENSUS "VOTING" IS NOT A PRACTICE OR CUSTOM OF THE RELIGIOUS SOCIETY OF FRIENDS. NO FINAL DECISION SHALL BE MADE OR CONCLUSIVE ACTION TAKEN AT ANY BOARD MEETING AT WHICH FEWER THAN 12 MEMBERS (NOT COUNTING EX-OFFICIO MEMBERS) ARE PRESENT, INCLUDING EITHER THE CHAIR OR VICE CHAIR AND PROVIDED THAT AT LEAST FOUR OF THE TRUSTEES PRESENT ARE MEMBERS OF THE RELIGIOUS SOCIETY OF FRIENDS. CURRENTLY, WE HAVE 26 BOARD OF TRUSTEES MEMBERS INCLUDING ONE MEMBER OF THE FACULTY, ONE STUDENT MEMBER, AND ONE PARENT REPRESENTATIVE WHO ARE NON-VOTING MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | REGULAR MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED BY THE BALTIMORE MONTHLY MEETING OF FRIENDS, STONY RUN. THE PARENT REPRESENTATIVE IS SELECTED BY THE SCHOOL'S PARENT'S ASSOCIATION. THE ALUMNI REPRESENTATIVE IS SELECTED BY THE ALUMNI ASSOCIATION. THE FACULTY REPRESENTATIVE IS SELECTED BY THE SCHOOL'S FACULTY, ACTING THROUGH THE FACULTY NOMINATING COMMITTEE. THE STUDENT REPRESENTATIVE IS SELECTED BY THE UPPER SCHOOL SENATE, AN ORGANIZATION THAT REPRESENTS CURRENTLY ENROLLED STUDENTS. THE TWO APPOINTED MEMBERS OF THE BOARD ARE SELECTED BY THE CURRENT MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE PROPERTY AND BUSINESS OF THE SCHOOL SHALL BE MANAGED UNDER THE DIRECTION OF THE BOARD OF TRUSTEES WITHOUT LIMITING THE FOREGOING. THE BOARD OF TRUSTEES SHALL BE RESPONSIBLE FOR THE SELECTION AND APPOINTMENT OF THE HEAD OF THE SCHOOL, THE DETERMINATION OF THE OVERALL POLICIES OF THE INSTITUTION, THE SAFEKEEPING AND MANAGEMENT OF ITS ASSETS, FUNDRAISING AND DEVELOPMENT, THE APPROVAL OF ITS BUDGET AND THE GENERAL OVERSIGHT OF THE FACULTY AND ADMINISTRATIVE STAFF, AND THE EDUCATIONAL PROGRAM. THE BOARD MUST SEEK PRIOR APPROVAL FROM THE STONY RUN FRIENDS MEETING BEFORE IT CAN ACT ON ANY "MATTERS OF FUNDAMENTAL IMPORTANCE" SUCH MATTERS INCLUDE ANY MODIFICATION OR AMENDMENT OF THE PHILOSOPHY OR MISSION OF THE SCHOOL, OR CHANGES TO THE BYLAWS RELATING TO THE COMPOSITION AND APPOINTMENT OF THE BOARD, THE POWERS OF THE BOARD AND THE METHOD FOR CONDUCTING BOARD BUSINESS BYLAWS, ARTICLE IX, SECTION A. SIMILARLY, THE ARTICLES OF INCORPORATION PROVIDE THAT STONY RUN FRIENDS MEETING MUST APPROVE ANY AMENDMENT TO THE ARTICLES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES WILL REVIEW THE DRAFT PRIOR TO FILING. THE CHIEF FINANCIAL AND OPERATING OFFICER DIRECTLY COMMUNICATES WITH THE CHAIR OF THE BOARD AND THE HEAD OF SCHOOL REGARDING ALL MATTERS RELATING TO THE FORM 990 AND EXECUTIVE COMPENSATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | DURING EACH RESPECTIVE SCHOOL YEAR, THE CHAIR OF THE BOARD OF TRUSTEES DISTRIBUTES A CONFLICT OF INTEREST POLICY AND REQUIRES A SIGNED ACKNOWLEDGEMENT FORM FROM EACH TRUSTEE. THE CHAIR SUBSEQUENTLY REVIEWS EACH ACKNOWLEDGEMENT AND, IF THEY HAVE ANY CONCERNS, PRESENTS THOSE CONCERNS TO THE EXECUTIVE COMMITTEE FOR DISCUSSION. THE ACKNOWLEDGEMENT FORMS ARE FILED IN THE SCHOOL'S OFFICE. IN THE EVENT THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE HAVE CONCERNS, THOSE ITEMS ARE DISCUSSED WITH THE RESPECTIVE TRUSTEE. IF THERE IS A STATED CONFLICT, THE INDIVIDUAL WILL RECUSE THEMSELF FROM DISCUSSIONS AND DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWS INDEPENDENT COMPENSATION INFORMATION AND THE FORM 990S OF OTHER SIMILAR ORGANIZATIONS, DOCUMENTS THE DELIBERATIONS AND DECSIONS, AND APPROVES MULTI-YEAR CONTRACTS FOR THE HEAD OF SCHOOL AND OTHER OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. PUBLIC INSPECTION COPIES OF THE FORM 990 ARE AVAILABLE THROUGH GUIDESTAR.ORG. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS ON INTEREST RATE SWAP -613,967. |
| FORM 990, PART XII, LINE 2C EXPLANATION | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITTLE FRIENDS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5114 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHILD CARE | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Total Income | $2,310,072 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS SCHOOL OF BALTIMORE INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALTIMORE MONTHLY MEETING OF FRIENDS STONY RUN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5116 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520629766 | EIN |
| Primary Activities | MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE & JANET RIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5114 N CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476993493 | EIN |
| Primary Activities | CRUT | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Entity Type | T | EntityTypeTxt |
| Share Of EOY Assets | $141,592 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |