SAINT MARYS HALL INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAINT MARYS HALL INC (EIN 74-0877330)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202611359349311231
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T15:38:23-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274260531 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Badger & Badger LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18402 US Hwy 281 North Ste 281 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | 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 | 740877330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT MARYS HALL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRITTANY PERKINS | InCareOfNm |
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 2104839100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 STARCREST DRIVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRITTANY PERKINS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2104839100 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON BADGER | PreparerPersonNm |
| PTIN | P01610902 | PTIN |
| Phone | 2109515577 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | BRITTANY PERKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 STARCREST DRIVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,196,665 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SMHALL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1879 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF SAINT MARYS HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 414 | TotalEmployeeCnt |
| Total Volunteers | 455 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,631,420 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,219,228 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,523,207 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,589,691 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,387,527 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,565,343 | CYInvestmentIncomeAmt |
| PY Other Revenue | $703,106 | PYOtherRevenueAmt |
| CY Other Revenue | $459,361 | CYOtherRevenueAmt |
| PY Total Revenue | $27,245,260 | PYTotalRevenueAmt |
| CY Total Revenue | $40,833,623 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $3,801,825 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,101,425 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,990,696 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,209,172 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,420,169 | PYOtherExpensesAmt |
| CY Other Expenses | $13,614,160 | CYOtherExpensesAmt |
| PY Total Expenses | $24,521,594 | PYTotalExpensesAmt |
| CY Total Expenses | $40,406,681 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,723,666 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $426,942 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $138,157,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,394,309 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,458,586 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,268,282 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $119,699,085 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $120,126,027 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF SAINT MARYS HALL IS TO PREPARE OUR STUDENTS FOR SUCCESS IN COLLEGE AND FULFILLMENT IN LIFE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $24,786,352 | ExpenseAmt |
| Grant | $3,801,825 | GrantAmt |
| Revenue | $25,589,691 | RevenueAmt |
| Desc | SAINT MARYS HALL IS AN INDEPENDENT CO-EDUCATIONAL INSTITUTION SERVING APPROXIMATELY 750 STUDENTS FROM MONTESSORI THROUGH FORM 12. SAINT MARYS HALL EDUCATION ENCOURAGES A LIFELONG LOVE OF LEARNING IN AN ENVIRONMENT OF RESPECT, RESPONSIBILITY, COURAGE, COMPASSION AND INTEGRITY. SAINT MARYS HALL IS AMONG THE FINEST COLLEGE PREPARATORY SCHOOLS IN THE COUNTRY. WE ARE DEDICATED TO A CONTINUUM OF EXCELLENCE IN EDUCATION, BEGINNING WITH EARLY CHILDHOOD LEARNING IN OUR MONTESSORI AND KINDERGARTEN PROGRAM, CONTINUING THROUGH LOWER SCHOOL AND MIDDLE SCHOOL, AND CULMINATING IN OUR COMPREHENSIVE COLLEGE PREPARATORY PROGRAM IN UPPER SCHOOL. OVERALL, THE SAINT MARYS HALL PROGRAM SEEKS TO PROVIDE EACH STUDENT WITH AN OPPORTUNITY TO ATTAIN HIS OR HER PERSONAL BEST. THE SPECIFIC OBJECTIVE OF A SAINT MARYS HALL EDUCATION IS TO COMBINE MORAL AND CHARACTER-BUILDING GOALS WITH ACADEMIC, ATHLETIC AND ARTISTIC GOALS. | Desc |
| Total Program Service Expenses | $24,786,352 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 414 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRITTANY PERKINS | PersonNm |
| Phone | 2104839100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 STARCREST DR | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78217 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| LEONARD MILLER | |||||||||
| HEAD OF SCHOOL | 40.00 | 1.00 | Yes (X) | $357,036 | $0 | $0 | |||
| JIM BOB WOMACK | |||||||||
| ASST HEAD SCHOOL FOR ADVANCEMENT | 40.00 | 0.00 | Yes (X) | $236,919 | $0 | $0 | |||
| MICHAEL HARRIMAN | |||||||||
| CHIEF TECHNOLOGY OFFICER | 40.00 | 0.00 | $186,757 | $0 | $0 | Yes (X) | |||
| ELLEN DEITRICH | |||||||||
| ASST HEAD OF SCHOOL FOR ACADEMICS | 40.00 | 1.00 | $176,794 | $0 | $0 | Yes (X) | |||
| MARCUS DODD | |||||||||
| CEO & CFO | 40.00 | 1.00 | Yes (X) | $165,319 | $0 | $0 | |||
| ELIZABETH STOCKDALE | |||||||||
| HEAD OF UPPER SCHOOL | 40.00 | 1.00 | $151,816 | $0 | $0 | Yes (X) | |||
| SARAH VISGIE | |||||||||
| HEAD OF MIDDLE SCHOOL | 40.00 | 0.00 | $141,732 | $0 | $0 | Yes (X) | |||
| KIRK HERBOLD | |||||||||
| DIRECTOR OF FACILITIES | 40.00 | 0.00 | $141,165 | $0 | $0 | Yes (X) | |||
| SANDRA LOPEZ-MORALES | |||||||||
| ASST HEAD OF SCHOOL FOR STUDENT | 40.00 | 0.00 | $140,389 | $0 | $0 | Yes (X) | |||
| CASSIUS BRADLEY | |||||||||
| DIRECTOR OF PEOPLE OPERATIONS | 40.00 | 0.00 | $128,343 | $0 | $0 | Yes (X) | |||
| NIKISHA BAKER | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KENNETH BETHUNE | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAY BULLOCK | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PARNAK CHARKHCHI | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PAIGE CHEATHAM | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ANATOLO CRUZ III | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| YASHIKA DOOLEY | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SAMUEL GLAST | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| FABIOLA KAASE | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CLAUDIA KYPUROS | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| EASTON MCNAB | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SOAD MICHELSEN | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| FLOR RICHARDS | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BENJAMIN TUBB | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| EDWARD AUSTIN JR | |||||||||
| TRUSTEE EMERITUS | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RONALD HERMMANN | |||||||||
| TRUSTEE EMERITUS | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CONNIE MCCOMBS MCNAB | |||||||||
| TRUSTEE EMERITUS | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RICARDO R REYNA | |||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| EMILY JONES | |||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ELISE R BOYAN | |||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES GREENWOOD | |||||||||
| TREASURERFINANCE COMMITTEE CHAIT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| EMILIE PETTY | |||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MELISSA GARCIA | |||||||||
| AT LARGE OFFICER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,826,270 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISHER PHILLIPS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 ABERNATHY RD STE 950 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL SERVICES | ServicesDesc |
| Compensation | $207,575 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,219,228 | AllOtherContributionsAmt |
| Noncash Contributions | $504 | NoncashContributionsAmt |
| Total Contributions | $6,219,228 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $23,147,477 | $23,147,477 |
| OTHER SCHOOL EVENTS | 611600 | $2,442,214 | $2,442,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,589,691 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,565,343 | TotalRevenueColumnAmt |
| Exclusion | $8,565,343 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,435 | TotalRevenueColumnAmt |
| Exclusion | $11,435 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $111,491 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $111,491 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,491 | TotalRevenueColumnAmt |
| Exclusion | $111,491 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $354,061 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $363,042 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,981 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$8,981 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FAILED PAYMENT FEES | 611600 | $11,009 | $11,009 |
| MISC INCOME-OPERATING | 611600 | $334,407 | $334,407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $345,416 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,833,623 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,926,126 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,688,269 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,801,825 | TotalAmt |
| Program Services | $3,801,825 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,826,270 | TotalAmt |
| Management And General | $1,826,270 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,914,458 | TotalAmt |
| Program Services | $14,035,511 | ProgramServicesAmt |
| Management And General | $2,263,064 | ManagementAndGeneralAmt |
| Fundraising | $615,883 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,767 | TotalAmt |
| Program Services | $692,011 | ProgramServicesAmt |
| Management And General | $218,711 | ManagementAndGeneralAmt |
| Fundraising | $27,045 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,825,784 | TotalAmt |
| Program Services | $927,512 | ProgramServicesAmt |
| Management And General | $854,978 | ManagementAndGeneralAmt |
| Fundraising | $43,294 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,486,417 | TotalAmt |
| Program Services | $1,113,376 | ProgramServicesAmt |
| Management And General | $326,987 | ManagementAndGeneralAmt |
| Fundraising | $46,054 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,104 | TotalAmt |
| Program Services | $444 | ProgramServicesAmt |
| Management And General | $98,438 | ManagementAndGeneralAmt |
| Fundraising | $222 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,926 | TotalAmt |
| Program Services | $105 | ProgramServicesAmt |
| Management And General | $122,821 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,472,502 | TotalAmt |
| Program Services | $342,110 | ProgramServicesAmt |
| Management And General | $1,021,456 | ManagementAndGeneralAmt |
| Fundraising | $108,936 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,646 | TotalAmt |
| Program Services | $100,723 | ProgramServicesAmt |
| Management And General | $23,941 | ManagementAndGeneralAmt |
| Fundraising | $85,982 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,204 | TotalAmt |
| Program Services | $53,861 | ProgramServicesAmt |
| Management And General | $20,464 | ManagementAndGeneralAmt |
| Fundraising | $10,879 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,001 | TotalAmt |
| Program Services | $39,724 | ProgramServicesAmt |
| Management And General | $100,290 | ManagementAndGeneralAmt |
| Fundraising | $26,987 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,468 | TotalAmt |
| Program Services | $5,619 | ProgramServicesAmt |
| Management And General | $1,305,849 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,627 | TotalAmt |
| Program Services | $396,594 | ProgramServicesAmt |
| Management And General | $11,915 | ManagementAndGeneralAmt |
| Fundraising | $16,118 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,712,783 | TotalAmt |
| Management And General | $2,712,783 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,403 | TotalAmt |
| Program Services | $2,864 | ProgramServicesAmt |
| Management And General | $476,539 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAMS & CURRICULUM | $2,969,748 | $1,331,938 | $1,560,440 | $77,370 |
| FINANCIAL AID - WRITE-OFFS | $1,004,537 | $1,004,537 | ||
| SECURITY | $874,628 | $874,628 | ||
| DUES & SUBSCRIPTIONS | $276,349 | $154,922 | $98,906 | $22,521 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,403,234 | TotalAmt |
| Program Services | $782,676 | ProgramServicesAmt |
| Management And General | $492,677 | ManagementAndGeneralAmt |
| Fundraising | $127,881 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,406,681 | TotalAmt |
| Program Services | $24,786,352 | ProgramServicesAmt |
| Management And General | $14,411,157 | ManagementAndGeneralAmt |
| Fundraising | $1,209,172 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,242,766 | BOYAmt |
| EOY | $5,704,103 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $460,098 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,487 | BOYAmt |
| EOY | $3,644,462 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,311,537 | BOYAmt |
| EOY | $11,297,614 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,634 | BOYAmt |
| EOY | $94,928 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,164 | BOYAmt |
| EOY | $669,578 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $93,103,870 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,808,309 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,845,412 | BOYAmt |
| EOY | $40,295,561 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,563,169 | BOYAmt |
| EOY | $76,531,832 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,502 | BOYAmt |
| EOY | $1,696,133 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,157,671 | BOYAmt |
| EOY | $140,394,309 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,078 | BOYAmt |
| EOY | $1,018,022 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,580,147 | BOYAmt |
| EOY | $19,141,653 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $793,361 | BOYAmt |
| EOY | $108,607 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,458,586 | BOYAmt |
| EOY | $20,268,282 | 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 | $46,412,720 | BOYAmt |
| EOY | $43,688,206 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,286,365 | BOYAmt |
| EOY | $76,437,821 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,699,085 | BOYAmt |
| EOY | $120,126,027 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,157,671 | BOYAmt |
| EOY | $140,394,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $426,942 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 | $67,336,711 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| Investment Earnings Or Losses | $7,802,300 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,552,227 | GrantsOrScholarshipsAmt |
| Other Expenditures | $192,926 | OtherExpendituresAmt |
| Administrative Expenses | $9,023 | AdministrativeExpensesAmt |
| End Year Balance | $72,884,835 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,317,503 | BeginningYearBalanceAmt |
| Contributions | $39,249 | ContributionsAmt |
| Investment Earnings Or Losses | $5,411,043 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $803,800 | GrantsOrScholarshipsAmt |
| Other Expenditures | $328,773 | OtherExpendituresAmt |
| Administrative Expenses | $1,280,311 | AdministrativeExpensesAmt |
| End Year Balance | $61,354,911 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,964,937 | BeginningYearBalanceAmt |
| Contributions | $604,279 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,901,370 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,051,881 | GrantsOrScholarshipsAmt |
| Other Expenditures | $247,743 | OtherExpendituresAmt |
| Administrative Expenses | $50,719 | AdministrativeExpensesAmt |
| End Year Balance | $58,317,503 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,428,809 | BeginningYearBalanceAmt |
| Contributions | $55,672 | ContributionsAmt |
| Investment Earnings Or Losses | $15,500,523 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,381,270 | GrantsOrScholarshipsAmt |
| Other Expenditures | $527,509 | OtherExpendituresAmt |
| Administrative Expenses | $111,288 | AdministrativeExpensesAmt |
| End Year Balance | $65,964,937 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,327,178 | BeginningYearBalanceAmt |
| Contributions | $157,568 | ContributionsAmt |
| Investment Earnings Or Losses | $299,544 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $623,552 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,372,824 | OtherExpendituresAmt |
| Administrative Expenses | $359,105 | AdministrativeExpensesAmt |
| End Year Balance | $53,428,809 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $87,567 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $377,974 | OtherCostOrOtherBasisAmt |
| Book Value | $465,541 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,973,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,340,297 | DepreciationAmt |
| Book Value | $38,633,524 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,664,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,468,012 | DepreciationAmt |
| Book Value | $1,196,496 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,295,561 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCKS MUTAUAL FUNDS AND PRIVATE | Desc |
| Book Value | $76,531,832 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $76,531,832 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| FINANCE LEASE | $6,020 |
| OPERATING LEASE | $3,154 |
| TUITION REFUND | -$70,051 |
| FUNDS PREPAID TUITION | $157,146 |
| STUDENT PAYMENT PENDING | $12,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $108,607 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4-Intended uses of endowment funds | FormAndLineReferenceDesc |
| Explanation | EARNINGS ON ENDOWED FUNDS ARE USED BY THE ORGANIZATION TO SUPPORT OPERATIONS. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Description of nondiscriminatory policy (Question 3) | FormAndLineReferenceDesc |
| Explanation | SINT MARYS HALL, INC. POLICIES ARE PUBLISHED IN ITS ENROLLMENT BROCHURE, THE STUDENT HANDBOOK, AND THE WEBPAGE. ANY ADVERTISING IN MAGAZINES ALSO DISCLOSES THE NONDSCRIMINATORY POLICY. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| NORTH AMERICA NOT THE UNITED STATES | INVESTMENTS | $1,438,288 |
| EUROPE INCLUDING ICELAND AND GREENLAND | INVESTMENTS | $9,396,085 |
| EAST ASIA AND THE PACIFIC | INVESTMENTS | $3,839,783 |
| SOUTH AMERICA | INVESTMENTS | $411,432 |
| SOUTH ASIA | INVESTMENTS | $731,432 |
| RUSSIA AND NEIGHBORING STATES | INVESTMENTS | $18,450 |
| SUB-SAHARAN AFRICA | INVESTMENTS | $8,504 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $201,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $16,045,673 | SubtotalSpentAmt |
| Total Spent | $16,045,673 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| NEED BASED FINANCIAL AID | 192 | $3,089,917 |
| MERIT BASED SCHOLARSHIPS | 33 | $530,869 |
| FACULTYSTAFF TUITION REMISSION | 13 | $181,039 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring procedures (Part I, line 2) | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES AN INDEPENDENT SERVICE COMPANY WHERE STUDENTS PARENTS ENTER ALL FINANCIAL INFORMATION. THE SERVICE CALCULATES THEIR NEED AND PROVIDES A REPORT TO THE ORGANIZATION. FINANCIAL AID IS GRANTED TO QUALIFYING APPLICANTS. THE OFFICE OF ADMISSIONS MONITORS SCHOLARSHIP RECIPIENTS TO MAKE SURE THE INDIVIDUALS MEET SPECIFIC QUALIFICATIONS BASED ON THE FINANCIAL AID AWARDED. THERE IS ALSO A SCHOLARSHIP AND FINANCIAL AID COMMITTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| LEONARD MILLER | ||||
| HEAD OF SCHOOL | $292,006 | $47,263 | $17,767 | $357,036 |
| JIM BOB WOMACK | ||||
| ASST HEAD SCHOOL FOR ADVANCEMENT | $225,344 | $11,575 | $236,919 | |
| MICHAEL HARRIMAN | ||||
| CHIEF TECHNOLOGY OFFICER | $172,994 | $13,763 | $186,757 | |
| MARCUS DODD | ||||
| CEO & CFO | $155,616 | $9,703 | $165,319 | |
| ELIZABETH STOCKDALE | ||||
| HEAD OF UPPER SCHOOL | $144,660 | $7,156 | $151,816 | |
| ELLEN DEITRICH | ||||
| ASST HEAD OF SCHOOL FOR ACADEMICS | $168,279 | $8,515 | $176,794 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Benefit information (Part I, line 1a) | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES A MINIMAL DISCRETIONARY SPENDING ACCOUNT FOR THE HEAD OF SCHOOL TO BE USED FOR BUSINESS RELATED EXPENSES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | A COMPLETE DRAFT OF FORM 990, INCLUDING ALL REQUIRED SCHEDULES, WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATIONS GOVERNING BODY PRIOR TO FILING WITH THE IRS. THE DRAFT WAS DISTRIBUTED VIA SECURE EMAIL, AND BOARD MEMBERS WERE GIVEN A TWO-WEEK REVIEW PERIOD. DURING THIS TIME, MEMBERS WERE ENCOURAGED TO SUBMIT QUESTIONS OR COMMENTS TO THE CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR. A SUMMARY OF KEY DISCLOSURES AND FINANCIAL HIGHLIGHTS WAS ALSO PRESENTED DURING A SCHEDULED BOARD MEETING. FEEDBACK RECEIVED WAS INCORPORATED INTO THE FINAL VERSION OF THE RETURN. THE FINAL FORM 990 WAS APPROVED BY THE FINANCE COMMITTEE BEFORE SUBMISSION. |
| Conflict of interest policy compliance Part VI line 12c | EACH YEAR, ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. IF THERE IS A CONFLICT OF INTEREST, THE BOARD IS MADE AWARE OF THIS AND THE BOARD MEMBER INVOLVED IS PROHIBITED FROM SPEAKING OR VOTING ON RELATED ISSUES. |
| CEO executive director top management comp Part VI line 15a | THE PROCESS FOR DETERMINING THE HEAD OF SCHOOLS COMPENSATION STARTS WITH A REQUEST FOR INDEPENDENT SCHOOL ASSOCIATION OF THE SOUTHWEST (ISAS) SALARY INFORMATION, NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) SALARY INFORMATION, AND COMPARABLE DATA FOR SIMILAR SCHOOLS. THE EXECUTIVE COMMITTEE DETERMINES THE HEAD OF SCHOOLS SALARY AND BONUS AFTER REVIEW OF THE INFORMATION AND REVIEW OF THE HEAD OF SCHOOLS EVALUATION AND LEVEL OF ACCOMPLISHMENT OF THE YEARLY GOALS ESTABLISHED BY THE BOARD OF TRUSTEES. THE HEAD OF SCHOOL IS NOT PRESENT DURING DELIBERATIONS AND IS SUBSEQUENTLY INFORMED REGARDING ANY SALARY AND/OR BONUS ADJUSTMENTS. |
| Governing documents etc available to public Part VI line 19 | THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| List of other fees for services expenses Part IX line 11g | DESCRIPTION TOTAL PROGRAM G&A FUNDRAISEPAYROLL PROCESSING FEES 427,972 1,332 426,640 0 PROFESSIONAL SERVICES 459,057 54,264 385,488 19,305OUTSIDE SERVICES 453,037 284,840 79,854 88,643RECRUITING FEES 132,437 1,975 129,485 987 TOTAL 1,472,502 342,110 1,021,456 108,936 |
| List of other expenses Part IX line 24e | DESCRIPTION TOTAL PROGRAM G&A FUNDRAISEPROFESIONAL DEVPT. 259,350 244,383 7,544 7,423SPECIAL EVENTS 224,076 139,455 275 84,346INVESTMENT EXPENSE 203,461 203,461MEALS & ENT. 173,241 133,168 10,761 29,312EQUIPMENT RENTAL 171,903 171,903MISCELLANEOUS 111,912 106,780 2,111 3,022FINANCIAL AID- OTHER 103,728 103,728 TOOLS & EQUIPMENT 57,967 30,327 27,640TELEPHONE 44,242 44,242BANK & CC FEES 26,432 16,506 9,926POSTAGE & FREIGHT 18,202 8,329 6,095 3,778FEDERAL 990-T TAX 8,719 8,719 TOTAL 1,403,234 782,676 492,677 127,881 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAPIENS MANAGEMENT CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 STARCREST DRIVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742964557 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501C2 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |