Civic Intelligence

Mooreland Hill School Incorporated

990 • Fiscal year 2018 • EIN 06-0662151

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 08, 2019

Organization ProfileWWW.MOORELAND.ORG

View Organization Page

166 Lincoln StreetKensington, CT 06037

(860) 223-6428

Siviq Scores

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

Liabilities / Assets

90th percentile

0.87x

Higher debt load relative to assets than 90% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

1.04x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

20th percentile

-11%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

50th percentile

3.6%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$1,108,071

Down $138,900 (-11%) from 2017

Net Assets

Down

$148,354

Down $129,056 (-47%) from 2017

Liabilities

Down

$959,717

Down $9,844 (-1.0%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin20th percentile

Revenue

Up

$925,847

Up $32,366 (+3.6%) from 2017

Expenses

Up

$1,028,806

Up $84,013 (+8.9%) from 2017

Net Income

Down

-$102,959

Down $51,647 (-101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,029,841Liabilities 2010: $645,209Net Assets 2010: $1,384,6322010Assets 2011: $1,645,838Liabilities 2011: $573,697Net Assets 2011: $1,072,1412011Assets 2012: $1,491,448Liabilities 2012: $751,236Net Assets 2012: $740,2122012Assets 2013: $1,335,804Liabilities 2013: $840,864Net Assets 2013: $494,9402013Assets 2014: $1,322,110Liabilities 2014: $864,250Net Assets 2014: $457,8602014Assets 2015: $1,275,073Liabilities 2015: $953,471Net Assets 2015: $321,6022015Assets 2016: $1,318,491Liabilities 2016: $977,555Net Assets 2016: $340,9362016Assets 2017: $1,246,971Liabilities 2017: $969,561Net Assets 2017: $277,4102017Assets 2018: $1,108,071Liabilities 2018: $959,717Net Assets 2018: $148,3542018Assets 2019: $1,043,303Liabilities 2019: $1,039,516Net Assets 2019: $3,7872019Assets 2020: $926,132Liabilities 2020: $1,063,296Net Assets 2020: -$137,1642020Assets 2021: $863,270Liabilities 2021: $1,077,338Net Assets 2021: -$214,0682021Assets 2022: $811,685Liabilities 2022: $1,199,262Net Assets 2022: -$387,5772022Assets 2023: $5,057Liabilities 2023: $0Net Assets 2023: $5,0572023

Highlighted filing

2018

Assets$1,108,071
Liabilities$959,717
Net Assets$148,354
Open 2018 Filing

Operations Trend

Revenue Growth50th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,301,9712010Expenses 2011: $1,399,3702011Expenses 2012: $1,310,7532012Revenue 2013: $1,284,125Expenses 2013: $1,524,862Net Income 2013: -$240,7372013Revenue 2014: $1,402,619Expenses 2014: $1,427,013Net Income 2014: -$24,3942014Revenue 2015: $1,178,025Expenses 2015: $1,314,283Net Income 2015: -$136,2582015Revenue 2016: $1,228,494Expenses 2016: $1,215,879Net Income 2016: $12,6152016Revenue 2017: $893,481Expenses 2017: $944,793Net Income 2017: -$51,3122017Revenue 2018: $925,847Expenses 2018: $1,028,806Net Income 2018: -$102,9592018Revenue 2019: $865,354Expenses 2019: $1,009,693Net Income 2019: -$144,3392019Revenue 2020: $42,067Expenses 2020: $183,018Net Income 2020: -$140,9512020Revenue 2021: $107,005Expenses 2021: $183,909Net Income 2021: -$76,9042021Revenue 2022: $95,499Expenses 2022: $269,008Net Income 2022: -$173,5092022Revenue 2023: $569,192Expenses 2023: $176,558Net Income 2023: $392,6342023

Highlighted filing

2018

Revenue$925,847
Expenses$1,028,806
Net Income-$102,959
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 8, 2019
Return Version
2017v2.3
Gross Receipts
$935,106
Mission and Program Overview

Mission

Independent co-educational day school

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,064,618$1,019,942▼ $44,676
Loans From Officers Directors$160,317$155,281▼ $5,036
Cash and Non-Interest-Bearing Accounts$98,597$44,428▼ $54,169
Prepaid Expenses and Deferred Charges$22,653$17,361▼ $5,292
Accounts Receivable$24,532$15,620▼ $8,912
Investments in Publicly Traded Securities$35,583$10,720▼ $24,863
Savings and Temporary Cash Investments$988--
Total Assets$1,246,971$1,108,071▼ $138,900
Liabilities
Mortgage Notes Payable Secured by Investment Property$600,000$600,000→ $0
Deferred Revenue$154,937$127,450▼ $27,487
Accounts Payable and Accrued Expenses$54,307$76,986▲ $22,679
Total Liabilities$969,561$959,717▼ $9,844
Net Assets / Fund Balance
Unrestricted Net Assets$277,410$148,354▼ $129,056
Total Net Assets Fund Balance$277,410$148,354▼ $129,056
Total Liabilities and Net Assets / Fund Balance$1,246,971$1,108,071▼ $138,900

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,009,820$1,508,199$2,518,019
Equipment$862$181,827$182,689
Land$9,260-$9,260
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Seth BrewerPresident
Lindsay BuckwellTrustee
Lisa AmodioTrustee
Madison WestTrustee
Stephen H DowTrustee
Steve J DanenbergTrustee
Bruce FletcherFounder
Casey WestFounder
Gail ByeffFounder
Geoffrey BrayFounder
Herber S FrisbieFounder
Herbert E Carlson JrFounder
John KingFounder
Marenda StitzerFounder
Colin CooperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$222,168
Program Service Revenue
$674,945
Investment Income
$27,502
Other Revenue
$1,232
All Other Contributions
$222,168
Change in Net Assets
$-102,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$568,171
Other Expenses$298,051
Grants and Similar Amounts Paid$162,584
Total Fundraising Expense$4,018
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$342,446$163,609-$506,055
Grants to Domestic Individuals$162,584--$162,584
Occupancy$101,866--$101,866
Depreciation Depletion$53,514--$53,514
Payroll Taxes$26,006$12,424-$38,430
Interest$27,083--$27,083
Insurance-$25,262-$25,262
Other Employee Benefits$16,029$7,657-$23,686
All Other Expenses-$3,170$4,018$7,188
Office Expenses-$5,689-$5,689
Fees for Services Accounting-$5,000-$5,000
Other Expenses$16,525$4,841-$4,841
Fees for Services Other-$1,243-$1,243
Total Functional Expenses$795,893$228,895$4,018$1,028,806
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$160,317$155,281▼ $5,036
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The school has one class of members known as founders. There are a minimum of three founders and one is elected to serve as a member of the board of trustees.”

Form 990, Page 6, Part VI, Line 7B

“The board of trustees with prior approval of the founders shall appoint, dismiss and set the term of office of the headmaster. The board of trustees may not make a capital expenditure greater than 50,000 without prior approval of the founders.”

Form 990, Page 6, Part VI, Line 11B

“The 990 is emailed to all founders and voting trustees in adequate time for review. Printed copies are also available upon request. The recipients are instructed to send any comments, questions, concerns or proposed modifications/corrections (if any) by email or in person to the business manager. Any matter which cannot be resolved is submitted as an agenda item at the next meeting of the board of trustees.”

Form 990, Page 6, Part VI, Line 12C

“Disbursements are monitored by the business manager for any expenses paid to officers, directors or key employees not previously disclosed in annual disclosure statements.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for the headmaster is reviewed and determined by the board on an annual basis.”

Form 990, Page 6, Part VI, Line 15B

“The organization does not compensate its officers and has no key employees using the irs definition.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public in the business office upon request.”

Filing and Contact Details

Filer

Filer Name
Mooreland Hill School Inc
EIN
06-0662151
Phone
8602236428
Address
166 LINCOLN STREET, KENSINGTON, CT 06037

Signing Officer

Name
Colin Cooper
Title
Treasurer
Phone
8602236428
Signed
2019-01-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Colin Cooper
Formed
1931
Legal Domicile
Ct
Voting Board Members
16
Independent Board Members
16
Employees
20
Volunteers
60

Preparer

Firm
Budwitz & Meyerjack Pc
Address
322 MAIN ST, FARMINGTON, CT 06032
Preparer
Scott Burleigh CPA
Phone
8606774697
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Board of trustees and other various miscellaneous services.”

Form 990, Part XI, Line 9

“Financial aid expenses -162,584 financial aid expenses 162,584”

Raw XML AppendixShowing 400 of 491 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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0600000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0600000
IRS990/NetAssetsOrFundBalancesBOYAmt0277410
IRS990/NetAssetsOrFundBalancesEOYAmt0148354
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt027281
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027281
IRS990/NetUnrlzdGainsLossesInvstAmt0-26097
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt010492
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0101866
IRS990/OccupancyGrp/TotalAmt0101866
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05689
IRS990/OfficeExpensesGrp/TotalAmt05689
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07657
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016029
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023686
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1DINING ROOM
IRS990/OtherExpensesGrp/Desc2BAD DEBTS
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04841
IRS990/OtherExpensesGrp/ProgramServicesAmt032836
IRS990/OtherExpensesGrp/ProgramServicesAmt117004
IRS990/OtherExpensesGrp/ProgramServicesAmt216525
IRS990/OtherExpensesGrp/TotalAmt032836
IRS990/OtherExpensesGrp/TotalAmt117004
IRS990/OtherExpensesGrp/TotalAmt216525
IRS990/OtherExpensesGrp/TotalAmt34841
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01232
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01232
IRS990/OtherRevenueTotalAmt01232
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0163609
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0342446
IRS990/OtherSalariesAndWagesGrp/TotalAmt0506055
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012424
IRS990/PayrollTaxesGrp/ProgramServicesAmt026006
IRS990/PayrollTaxesGrp/TotalAmt038430
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022653
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017361
IRS990/PrincipalOfficerNm0COLIN COOPER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT TUITION
IRS990/ProgramServiceRevenueGrp/Desc1AUXILIARY SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0632760
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt142185
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0632760
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt142185
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt016525
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0234149
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0123150
IRS990/PYInvestmentIncomeAmt026474
IRS990/PYOtherExpensesAmt0259483
IRS990/PYOtherRevenueAmt03533
IRS990/PYProgramServiceRevenueAmt0629325
IRS990/PYRevenuesLessExpensesAmt0-51312
IRS990/PYSalariesCompEmpBnftPaidAmt0562160
IRS990/PYTotalExpensesAmt0944793
IRS990/PYTotalRevenueAmt0893481
IRS990/ReconcilationRevenueExpnssAmt0-102959
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0632760
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0988
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01009820
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01508199
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02518019
IRS990ScheduleD/EquipmentGrp/BookValueAmt0862
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0181827
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0182689
IRS990ScheduleD/LandGrp/BookValueAmt09260
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt09260
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01019942
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLICIZED IN "THE HERALD," A LOCAL NEWSAPER THAT SERVES ALL OF CENTRAL CONNECTICUT, WHICH IS THE PRIMARY AREA SERVED BY THE SCHOOL
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0162584
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION FINANCIAL AID
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt055281
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt125000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt225000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt325000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt425000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd3true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd4true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0SHEILA LAVERY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd4false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt4WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd3X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd4X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt067083
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt125000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt225000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt325000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt425000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0MR MRS JEFFREY KAMRADT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1MR MRS BRUCE FLETCHER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2MR MRS HERBERT CARLSON
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm3MR MRS COLIN COOPER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd3true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd4true
IRS990ScheduleL/TotalBalanceDueAmt0155281
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF TRUSTEES AND OTHER VARIOUS MISCELLANEOUS SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL HAS ONE CLASS OF MEMBERS KNOWN AS FOUNDERS. THERE ARE A MINIMUM OF THREE FOUNDERS AND ONE IS ELECTED TO SERVE AS A MEMBER OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES WITH PRIOR APPROVAL OF THE FOUNDERS SHALL APPOINT, DISMISS AND SET THE TERM OF OFFICE OF THE HEADMASTER. THE BOARD OF TRUSTEES MAY NOT MAKE A CAPITAL EXPENDITURE GREATER THAN 50,000 WITHOUT PRIOR APPROVAL OF THE FOUNDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS EMAILED TO ALL FOUNDERS AND VOTING TRUSTEES IN ADEQUATE TIME FOR REVIEW. PRINTED COPIES ARE ALSO AVAILABLE UPON REQUEST. THE RECIPIENTS ARE INSTRUCTED TO SEND ANY COMMENTS, QUESTIONS, CONCERNS OR PROPOSED MODIFICATIONS/CORRECTIONS (IF ANY) BY EMAIL OR IN PERSON TO THE BUSINESS MANAGER. ANY MATTER WHICH CANNOT BE RESOLVED IS SUBMITTED AS AN AGENDA ITEM AT THE NEXT MEETING OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISBURSEMENTS ARE MONITORED BY THE BUSINESS MANAGER FOR ANY EXPENSES PAID TO OFFICERS, DIRECTORS OR KEY EMPLOYEES NOT PREVIOUSLY DISCLOSED IN ANNUAL DISCLOSURE STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FOR THE HEADMASTER IS REVIEWED AND DETERMINED BY THE BOARD ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DOES NOT COMPENSATE ITS OFFICERS AND HAS NO KEY EMPLOYEES USING THE IRS DEFINITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC IN THE BUSINESS OFFICE UPON REQUEST.

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Filings

Displayed year

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

Open filing
Assets
$1,108,071
Liabilities
$959,717
Net assets
$148,354
Revenue
$925,847
Expenses
$1,028,806
Net income
-$102,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.57$0.18$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$1.20$0.39$0.10$0.27$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$1.08$0.21$0.11$0.18$0.08
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.93$1.06$0.14$0.04$0.18$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$1.04$0.00$0.87$1.01$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.96$0.15$0.93$1.03$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.97$0.28$0.89$0.94$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.98$0.34$1.23$1.22$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.95$0.32$1.18$1.31$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.86$0.46$1.40$1.43$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.84$0.49$1.28$1.52$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.75$0.74$1.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.57$1.07$1.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.65$1.38$1.30