Civic Intelligence

Trivium School Inc

990 • Fiscal year 2018 • EIN 04-2683759

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 11, 2019

Organization ProfileWWW.TRIVIUMSCHOOL.COM
471 Langen RoadLancaster, MA 01523

(978) 365-4795

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.23x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.42x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

55th percentile

4.9%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$59,127

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

45th percentile

-0.1%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-4.8%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$1,093,817

Down $761 (-0.1%) from 2017

Net Assets

Up

$847,508

Up $28,671 (+3.5%) from 2017

Liabilities

Down

$246,309

Down $29,432 (-11%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin55th percentile

Revenue

Down

$581,006

Down $29,119 (-4.8%) from 2017

Expenses

Down

$552,461

Down $8,086 (-1.4%) from 2017

Net Income

Down

$28,545

Down $21,033 (-42%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $2,094,701Liabilities 2010: $511,233Net Assets 2010: $1,583,4682010Assets 2011: $2,055,490Liabilities 2011: $509,604Net Assets 2011: $1,545,8862011Assets 2012: $1,108,976Liabilities 2012: $482,008Net Assets 2012: $626,9682012Assets 2013: $1,106,173Liabilities 2013: $414,856Net Assets 2013: $691,3172013Assets 2014: $1,150,400Liabilities 2014: $377,912Net Assets 2014: $772,4882014Assets 2015: $1,129,550Liabilities 2015: $372,426Net Assets 2015: $757,1242015Assets 2016: $1,061,930Liabilities 2016: $310,252Net Assets 2016: $751,6782016Assets 2017: $1,094,578Liabilities 2017: $275,741Net Assets 2017: $818,8372017Assets 2018: $1,093,817Liabilities 2018: $246,309Net Assets 2018: $847,5082018Assets 2019: $1,196,261Liabilities 2019: $205,047Net Assets 2019: $991,2142019Assets 2020: $1,174,622Liabilities 2020: $177,944Net Assets 2020: $996,6782020Assets 2021: $1,505,006Liabilities 2021: $191,320Net Assets 2021: $1,313,6862021Assets 2022: $1,993,272Liabilities 2022: $163,756Net Assets 2022: $1,829,5162022Assets 2023: $1,968,039Liabilities 2023: $128,237Net Assets 2023: $1,839,8022023Assets 2024: $2,290,767Liabilities 2024: $149,252Net Assets 2024: $2,141,5152024Assets 2025: $2,660,981Liabilities 2025: $142,413Net Assets 2025: $2,518,5682025

Highlighted filing

2018

Assets$1,093,817
Liabilities$246,309
Net Assets$847,508
Open 2018 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $480,0352010Expenses 2011: $539,5382011Expenses 2012: $478,2432012Revenue 2013: $551,897Expenses 2013: $481,428Net Income 2013: $70,4692013Revenue 2014: $558,761Expenses 2014: $494,984Net Income 2014: $63,7772014Revenue 2015: $558,960Expenses 2015: $568,984Net Income 2015: -$10,0242015Revenue 2016: $564,587Expenses 2016: $565,701Net Income 2016: -$1,1142016Revenue 2017: $610,125Expenses 2017: $560,547Net Income 2017: $49,5782017Revenue 2018: $581,006Expenses 2018: $552,461Net Income 2018: $28,5452018Revenue 2019: $674,515Expenses 2019: $554,002Net Income 2019: $120,5132019Revenue 2020: $619,242Expenses 2020: $614,176Net Income 2020: $5,0662020Revenue 2021: $883,332Expenses 2021: $632,935Net Income 2021: $250,3972021Revenue 2022: $1,420,635Expenses 2022: $753,163Net Income 2022: $667,4722022Revenue 2023: $1,067,188Expenses 2023: $849,237Net Income 2023: $217,9512023Revenue 2024: $1,237,428Expenses 2024: $995,701Net Income 2024: $241,7272024Revenue 2025: $1,444,381Expenses 2025: $1,069,857Net Income 2025: $374,5242025

Highlighted filing

2018

Revenue$581,006
Expenses$552,461
Net Income$28,545
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 11, 2019
Return Version
2017v2.3
Gross Receipts
$591,742
Mission and Program Overview

Mission

The school's goal is to introduce students to a catholic understanding of the liberal arts and to lead them on the pathway of truth, goodness, and beauty. We use the socratic discussion method so that students learn why something is. Real education ennobles us, corresponds to our christian dignity, and enriches us for a lifetime.

Trivium is a catholic college preparatory school dedicated to providing a classical education to boys and girls in grades seven through twelve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$738,525$725,969▼ $12,556
Investments in Publicly Traded Securities$257,733$287,450▲ $29,717
Loans From Officers Directors$100,800$75,600▼ $25,200
Pledges and Grants Receivable$20,340$43,707▲ $23,367
Cash and Non-Interest-Bearing Accounts$17,358$13,035▼ $4,323
Other Notes and Loans Receivable, Net$11,291$8,880▼ $2,411
Accounts Receivable$29,494$7,215▼ $22,279
Prepaid Expenses and Deferred Charges$5,024$4,541▼ $483
Savings and Temporary Cash Investments$14,813$3,020▼ $11,793
Total Assets$1,094,578$1,093,817▼ $761
Liabilities
Mortgage Notes Payable Secured by Investment Property$116,047$94,526▼ $21,521
Accounts Payable and Accrued Expenses$56,394$63,755▲ $7,361
Deferred Revenue$2,500$12,428▲ $9,928
Total Liabilities$275,741$246,309▼ $29,432
Net Assets / Fund Balance
Unrestricted Net Assets$786,832$755,443▼ $31,389
Temporarily Rstr Net Assets$32,005$92,065▲ $60,060
Total Net Assets Fund Balance$818,837$847,508▲ $28,671
Total Liabilities and Net Assets / Fund Balance$1,094,578$1,093,817▼ $761

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$511,820$466,537$978,357
Land$201,600-$201,600
Other Land Buildings$12,549$62,109$74,658
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dr William SchmittTreasurer & HeadmasterFT$59,127$59,127

Board Members and Trustees

NameTitle
Mr Carl F Schmitt EsqPresident
Mr James L GallagherVice President
Dr Heather ForkeyDirector
Mr Edward S Turner IiiDirector
Mr Joseph ForkeyDirector
Mr Kenneth G Kaulbach EsqDirector
Mr Mark LangleyDirector
Dr Thomas GoodmanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$171,978
Program Service Revenue
$384,836
Investment Income
$18,388
Other Revenue
$5,804
All Other Contributions
$89,733
Change in Net Assets
$28,545

Audited Revenue Reconciliation

Revenue per Audited Statements
$581,006
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$10,862
Total Revenue per Audited Statements
$591,868
Total Revenue per Form 990
$581,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$392,257
Other Expenses$160,204
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$331,076--$331,076
Current Officers, Directors, Trustees, and Key Employees$19,181$42,000-$61,181
Occupancy$32,625$9,374-$41,999
Depreciation Depletion$39,442--$39,442
Fees for Services Accounting-$13,170-$13,170
Interest$5,928--$5,928
Office Expenses-$5,491-$5,491
All Other Expenses-$3,501-$3,501
Other Expenses$40,020$1,662-$1,662
Advertising-$1,387-$1,387
Insurance-$1,304-$1,304
Travel-$85-$85
Total Functional Expenses$468,272$84,189$0$552,461

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$563,197
Expenses per Audited Statements$552,461
Total Expenses per Form 990$552,461
Expenses Not Reported on Form 990$10,736
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,736
Fundraising Gross Income$2,345
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit Dinner$82,245-$766-
Total Events$84,590$2,345$10,736$-8,391
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Carl Schmitt EsqPresident of SchoolMr. Schmitt Provided Legal Services to the School in Exchange for 1 Years Tuition Used for One of His Children to Attend the School.No-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$100,800$75,600▼ $25,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The school has a loan payable to the schmitt family trust. The president of the school is the trustee and a beneficiary of the trust. The treasurer and headmaster is also a beneficiary of the trust.”

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 is reviewed by the executive committee of the board prior to its filing.”

Form 990, Part VI, Section B, Line 15A

“The board uses current data as well as budget information to decide on the headmaster's salary.”

Form 990, Part VI, Section C, Line 18

“All information that is required to be disclosed is done upon request.”

Form 990, Part VI, Section C, Line 19

“All information that is required to be disclosed is done upon request.”

Filing and Contact Details

Filer

Filer Name
Trivium School Inc
EIN
04-2683759
Phone
9783654795
Address
471 LANGEN ROAD, LANCASTER, MA 01523

Signing Officer

Name
William Schmitt
Title
Treasurer
Phone
9783654795
Signed
2019-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Schmitt
Formed
1979
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
7
Employees
11
Volunteers
0

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET, LOWELL, MA 01851
Preparer
Richard B Dionne
Phone
9784522500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Asc 740-10, "income taxes" requires the school to evaluate and disclose tax positions that could have an effect on the school's financial statements. Trivium reports its activities to the internal revenue service and to the commonwealth of massachusetts on an annual basis. These informational returns are generally subject to audit and review by the governmental agencies for a period of three years after filing. Substantially all of the school's income, expenditures and activities relate to its exempt purpose, therefore, management has determined that the school is not subject to unrelated business income taxes and will continue to qualify as a tax-exempt not-for-profit entity.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Other direct fundraising expenses netted against event revenues 10,736.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Other direct fundraising expenses netted against event revenues 10,736.”

Raw XML AppendixShowing 400 of 466 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TRIVIUM IS A CATHOLIC COLLEGE PREPARATORY SCHOOL DEDICATED TO PROVIDING A CLASSICAL EDUCATION TO BOYS AND GIRLS IN GRADES SEVEN THROUGH TWELVE.
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IRS990/Desc0THE SCHOOL HAS BEEN GRADUATING CLASSES SINCE 1980 AND THE CLASS OF 2018 GRADUATED IN MAY 2018. OUR STUDENTS GO ON TO PURSUE ADVANCED EDUCATION, MILITARY ENLISTMENT AS WELL AS OTHER VOCATION RELATED AREAS.
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IRS990/Form990PartVIISectionAGrp/PersonNm8DR WILLIAM SCHMITT
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/MissionDesc0THE SCHOOL'S GOAL IS TO INTRODUCE STUDENTS TO A CATHOLIC UNDERSTANDING OF THE LIBERAL ARTS AND TO LEAD THEM ON THE PATHWAY OF TRUTH, GOODNESS, AND BEAUTY. WE USE THE SOCRATIC DISCUSSION METHOD SO THAT STUDENTS LEARN WHY SOMETHING IS. REAL EDUCATION ENNOBLES US, CORRESPONDS TO OUR CHRISTIAN DIGNITY, AND ENRICHES US FOR A LIFETIME.
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0126
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09374
IRS990/OccupancyGrp/ProgramServicesAmt032625
IRS990/OccupancyGrp/TotalAmt041999
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05491
IRS990/OfficeExpensesGrp/TotalAmt05491
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SCHOOL ACTIVITIES
IRS990/OtherExpensesGrp/Desc1PRINTING & COPIER EXPEN
IRS990/OtherExpensesGrp/Desc2OUTSIDE COMPUTER SERVIC
IRS990/OtherExpensesGrp/Desc3MISC EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03174
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13041
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21662
IRS990/OtherExpensesGrp/ProgramServicesAmt040020
IRS990/OtherExpensesGrp/TotalAmt040020
IRS990/OtherExpensesGrp/TotalAmt13174
IRS990/OtherExpensesGrp/TotalAmt23041
IRS990/OtherExpensesGrp/TotalAmt31662
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014195
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014195
IRS990/OtherRevenueTotalAmt014195
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0331076
IRS990/OtherSalariesAndWagesGrp/TotalAmt0331076
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt011291
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt08880
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020340
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt043707
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05024
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04541
IRS990/PrincipalOfficerNm0WILLIAM SCHMITT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0384836
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0384836
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0107205
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011648
IRS990/PYOtherExpensesAmt0163236
IRS990/PYOtherRevenueAmt016073
IRS990/PYProgramServiceRevenueAmt0475199
IRS990/PYRevenuesLessExpensesAmt049578
IRS990/PYSalariesCompEmpBnftPaidAmt0397311
IRS990/PYTotalExpensesAmt0560547
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0610125
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt028545
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0384836
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014813
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03020
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0511820
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0466537
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0978357
IRS990ScheduleD/ExpensesNotReportedAmt010736
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0552461
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0201600
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0201600
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0126
IRS990ScheduleD/OtherExpensesIncludedAmt010736
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012549
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt062109
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt074658
IRS990ScheduleD/OtherRevenueAmt010736
IRS990ScheduleD/RevenueNotReportedAmt010862
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0581006
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ASC 740-10, "INCOME TAXES" REQUIRES THE SCHOOL TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE SCHOOL'S FINANCIAL STATEMENTS. TRIVIUM REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE SCHOOL'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE SCHOOL IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1OTHER DIRECT FUNDRAISING EXPENSES NETTED AGAINST EVENT REVENUES 10,736.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OTHER DIRECT FUNDRAISING EXPENSES NETTED AGAINST EVENT REVENUES 10,736.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0725969
IRS990ScheduleD/TotalExpensesPerForm990Amt0552461
IRS990ScheduleD/TotalRevenuePerForm990Amt0581006
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0591868
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0563197
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S POLICY IS POSTED ON ITS WEBSITE AND APPLICATION FOR ADMISSION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt082245
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt082245
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010736
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BENEFIT DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04905
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt082245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt084590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt02345
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-8391
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0250
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0250
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0766
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0766
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04815
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04815
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0CARL SCHMITT ESQ
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT OF SCHOOL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MR. SCHMITT PROVIDED LEGAL SERVICES TO THE SCHOOL IN EXCHANGE FOR 1 YEARS TUITION USED FOR ONE OF HIS CHILDREN TO ATTEND THE SCHOOL.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt075600
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0SCHOOL PURCHASE IN 2000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0504000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0SCHMITT FAMILY TRUST
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0TRUSTEE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt075600
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL HAS A LOAN PAYABLE TO THE SCHMITT FAMILY TRUST. THE PRESIDENT OF THE SCHOOL IS THE TRUSTEE AND A BENEFICIARY OF THE TRUST. THE TREASURER AND HEADMASTER IS ALSO A BENEFICIARY OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD USES CURRENT DATA AS WELL AS BUDGET INFORMATION TO DECIDE ON THE HEADMASTER'S SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL INFORMATION THAT IS REQUIRED TO BE DISCLOSED IS DONE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL INFORMATION THAT IS REQUIRED TO BE DISCLOSED IS DONE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt032005
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt092065
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01094578
IRS990/TotalAssetsEOYAmt01093817
IRS990/TotalAssetsGrp/BOYAmt01094578
IRS990/TotalAssetsGrp/EOYAmt01093817
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0171978
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084189
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0468272
IRS990/TotalFunctionalExpensesGrp/TotalAmt0552461
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0275741
IRS990/TotalLiabilitiesEOYAmt0246309
IRS990/TotalLiabilitiesGrp/BOYAmt0275741

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,093,817
Liabilities
$246,309
Net assets
$847,508
Revenue
$581,006
Expenses
$552,461
Net income
$28,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.14$2.52$1.44$1.07$0.37
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.15$2.14$1.24$1.00$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.13$1.84$1.07$0.85$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.16$1.83$1.42$0.75$0.67
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.19$1.31$0.88$0.63$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.18$1.00$0.62$0.61$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.21$0.99$0.67$0.55$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.25$0.85$0.58$0.55$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.28$0.82$0.61$0.56$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.31$0.75$0.56$0.57$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.37$0.76$0.56$0.57$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.38$0.77$0.56$0.49$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.41$0.69$0.55$0.48$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.48$0.63$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.51$1.55$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.51$1.58$0.48