Civic Intelligence

Kimberton Farms School Inc.

990 • Fiscal year 2016 • EIN 23-1494797

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 05, 2017

Organization ProfileWWW.KIMBERTON.ORG

View Organization Page

410 West Seven Stars Rd PO Box 350Kimberton, PA 19442

(610) 933-3635

Siviq Scores

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

Liabilities / Assets

50th percentile

0.18x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.24x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

65th percentile

7.0%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

30th percentile

$77,918

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

51st percentile

1.8%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-2.7%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$8,837,981

Up $154,647 (+1.8%) from 2015

Net Assets

Up

$7,276,632

Up $513,964 (+7.6%) from 2015

Liabilities

Down

$1,561,349

Down $359,317 (-19%) from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin65th percentile

Revenue

Down

$6,511,970

Down $180,737 (-2.7%) from 2015

Expenses

Down

$6,053,477

Down $625,019 (-9.4%) from 2015

Net Income

Up

$458,493

Up $444,282 (+3126%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$15M$10M$5.0M$0Assets 2011: $7,937,222Liabilities 2011: $639,372Net Assets 2011: $7,297,8502011Assets 2012: $7,769,031Liabilities 2012: $697,840Net Assets 2012: $7,071,1912012Assets 2013: $7,955,862Liabilities 2013: $846,469Net Assets 2013: $7,109,3932013Assets 2014: $8,137,362Liabilities 2014: $1,177,572Net Assets 2014: $6,959,7902014Assets 2015: $8,683,334Liabilities 2015: $1,920,666Net Assets 2015: $6,762,6682015Assets 2016: $8,837,981Liabilities 2016: $1,561,349Net Assets 2016: $7,276,6322016Assets 2017: $8,739,172Liabilities 2017: $1,213,913Net Assets 2017: $7,525,2592017Assets 2018: $8,768,499Liabilities 2018: $965,675Net Assets 2018: $7,802,8242018Assets 2019: $8,768,597Liabilities 2019: $971,254Net Assets 2019: $7,797,3432019Assets 2020: $8,242,325Liabilities 2020: $1,242,210Net Assets 2020: $7,000,1152020Assets 2021: $11,077,621Liabilities 2021: $2,208,116Net Assets 2021: $8,869,5052021Assets 2022: $9,082,749Liabilities 2022: $600,596Net Assets 2022: $8,482,1532022Assets 2023: $9,649,999Liabilities 2023: $721,302Net Assets 2023: $8,928,6972023

Highlighted filing

2016

Assets$8,837,981
Liabilities$1,561,349
Net Assets$7,276,632
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,820,508Expenses 2011: $5,622,343Net Income 2011: $198,1652011Expenses 2012: $6,158,6732012Expenses 2013: $5,922,9132013Revenue 2014: $6,067,572Expenses 2014: $6,421,631Net Income 2014: -$354,0592014Revenue 2015: $6,692,707Expenses 2015: $6,678,496Net Income 2015: $14,2112015Revenue 2016: $6,511,970Expenses 2016: $6,053,477Net Income 2016: $458,4932016Revenue 2017: $6,044,288Expenses 2017: $5,990,563Net Income 2017: $53,7252017Revenue 2018: $6,028,997Expenses 2018: $5,802,319Net Income 2018: $226,6782018Revenue 2019: $5,594,624Expenses 2019: $5,615,210Net Income 2019: -$20,5862019Revenue 2020: $5,649,232Expenses 2020: $5,873,727Net Income 2020: -$224,4952020Revenue 2021: $5,813,283Expenses 2021: $4,928,743Net Income 2021: $884,5402021Revenue 2022: $6,168,515Expenses 2022: $5,605,633Net Income 2022: $562,8822022Revenue 2023: $5,941,174Expenses 2023: $5,813,531Net Income 2023: $127,6432023

Highlighted filing

2016

Revenue$6,511,970
Expenses$6,053,477
Net Income$458,493
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 5, 2017
Return Version
2015v3.0
Gross Receipts
$6,637,677
Mission and Program Overview

Mission

Kimberton waldorf school is dedicated to nurturing the developing child in accordance with the educational principles of rudolf steiner, and to building a supportive, diverse community around the children. In our school community we endeavor to create social forms that enable human striving, recognizing the spiritual in each person. The school fosters the unfolding individuality of each child by awakening the child's capacity to meet the world, others, and the self with warmth of heart, clarity of thought, and strength of purpose.

Private educational institution for grades pre-k to 12.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,445,295$4,415,334▼ $29,961
Investments Other Securities$3,216,254$3,136,444▼ $79,810
Savings and Temporary Cash Investments$695,182$1,078,250▲ $383,068
Accounts Receivable$87,681$149,669▲ $61,988
Pledges and Grants Receivable$259,891$27,998▼ $231,893
Prepaid Expenses and Deferred Charges$1,962$19,102▲ $17,140
Cash and Non-Interest-Bearing Accounts$21$11,184▲ $11,163
Total Assets$8,713,011$8,837,981▲ $124,970
Other Assets Total$6,725$0▼ $6,725
Liabilities
Deferred Revenue$904,153$756,908▼ $147,245
Mortgage Notes Payable Secured by Investment Property$600,831$600,831→ $0
Accounts Payable and Accrued Expenses$415,682$178,383▼ $237,299
Escrow Account Liability$29,677$25,227▼ $4,450
Total Liabilities$1,950,343$1,561,349▼ $388,994
Net Assets / Fund Balance
Unrestricted Net Assets$4,440,944$5,106,158▲ $665,214
Temporarily Rstr Net Assets$2,069,840$1,893,590▼ $176,250
Permanently Rstr Net Assets$251,884$276,884▲ $25,000
Total Net Assets Fund Balance$6,762,668$7,276,632▲ $513,964
Total Liabilities and Net Assets / Fund Balance$8,713,011$8,837,981▲ $124,970

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,046,687$4,336,503$7,383,190
Equipment$174,702$1,748,553$1,923,255
Land$1,023,265-$1,023,265
Other Land Buildings$170,680$258,114$428,794
Other Securities$3,136,444--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$465,449$25,000▼ $31,969-$458,480
2014$438,706$10,635▲ $16,108-$465,449
2013$343,897-▲ $94,809-$438,706
2012$295,735$4,325▲ $43,837-$343,897
2011$288,490$950▲ $6,295-$295,735
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin HughesDean of SchoolFT$63,216$14,702$77,918

Board Members and Trustees

NameTitle
William WiedmannChair
Deborah Merroth-aholaEmeritus Trustee
Courtney Diener-strokesTrustee
Mike PrecopioTrustee
Robert PowellTrustee
Seth BaconTrustee
Vince McdevittTrustee
Andrea BoosSecretary
George IrwinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$374,309
Program Service Revenue
$5,654,906
Investment Income
$482,755
Other Revenue
$0
All Other Contributions
$374,309
Change in Net Assets
$458,493

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,761,735
Revenue Not Reported on Financial Statements
$1,750,235
Revenue Not Reported on Form 990
$-105,004
Other Revenue Adjustments
$1,740,888
Total Revenue per Audited Statements
$4,656,731
Total Revenue per Form 990
$6,511,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,071,547
Grants and Similar Amounts Paid$1,740,888
Other Expenses$1,241,042
Total Fundraising Expense$85,175
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,836,747$503,178$46,992$2,386,917
Grants to Domestic Individuals$1,740,888--$1,740,888
Other Employee Benefits$280,755$77,214$7,054$365,023
Payroll Taxes$179,689$48,776$4,789$233,254
Depreciation Depletion$198,232$19,823$2,203$220,258
Occupancy$119,146$13,605$4,331$137,082
Current Officers, Directors, Trustees, and Key Employees$66,770$12,520$4,173$83,463
Insurance$71,820$7,182$798$79,800
All Other Expenses$12,120$52,561$14,070$78,751
Other Expenses$117,467$51,664-$51,664
Fees for Services Accounting-$48,889-$48,889
Office Expenses$3,296$17,174$706$21,176
Information Technology-$20,696-$20,696
Interest-$14,229-$14,229
Fees for Service Investment Mgmnt Fees-$9,347-$9,347
Fees for Services Other-$5,559-$5,559
Pension Plan Contributions$2,227$604$59$2,890
Fees for Services Legal-$1,073-$1,073
Total Functional Expenses$5,024,848$943,454$85,175$6,053,477

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,053,477
Expenses per Audited Statements$4,303,242
Total Expenses per Audited Statements$4,303,242
Expenses Not Reported on Financial Statements$1,750,235
Other Expense Adjustments$1,740,888
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board of trustees review the tax return prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors, trustees, and key employees are required to annually disclose interests that could give rise to conflicts. When purchasing capital assets or hiring new employees, the organization reviews whether any officer, director, trustee, or key employee has a direct or indirect relationship to the prospective vendor or employee.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Kimberton Waldorf School
EIN
23-1494797
Phone
6109333635
Address
410 WEST SEVEN STARS RD PO BOX 350, KIMBERTON, PA 19442

Signing Officer

Name
George Irwin
Title
Treasurer
Phone
6109333635
Signed
2017-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Irwin
Formed
1941
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
118
Volunteers
40

Preparer

Firm
Campbell Rappold & Yurasits Llp
Address
1033 S CEDAR CREST BLVD, ALLENTOWN, PA 18103-5443
Preparer
Melissa a Grube CPA
Phone
6104357489
Supplemental Narrative

Additional Explanations

FORM 990; PART XII, LINE 2C

“The process has not changed from the previous year.”

Financial Statement Notes

PART IV, LINE 1B:

“The school collects and holds money from students and parents for various class trips and activities. The funds held do not belong to the school and are therefore reported as a liability to the school.”

PART X, LINE 2:

“The accounting standard for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the school may recognize the tax benefits from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions inclulde tax-exempt status of the school and various positions related to the potential sources of unrelated business taxable income (ubit). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or liabilities recorded for the fiscal year ended june 30, 2016.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 1,740,888.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 1,740,888.”

Raw XML AppendixShowing 400 of 517 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/Desc0A PRIVATE SCHOOL FOR APPROXIMATELY 300 STUDENTS IN GRADES PRE-K TO 12. PROGRAM SERVICES INCLUDE ALL RELATED ACTIVITIES INVOLVED IN THE NORMAL OPERATIONS OF THE SCHOOL'S EDUCATIONAL PROGRAMS.
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IRS990/InformationTechnologyGrp/TotalAmt020696
IRS990/InsuranceGrp/FundraisingAmt0798
IRS990/InsuranceGrp/ManagementAndGeneralAmt07182
IRS990/InsuranceGrp/ProgramServicesAmt071820
IRS990/InsuranceGrp/TotalAmt079800
IRS990/InterestGrp/ManagementAndGeneralAmt014229
IRS990/InterestGrp/TotalAmt014229
IRS990/InvestmentIncomeGrp/ExclusionAmt061532
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061532
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03216254
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03136444
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06343170
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04445295
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04415334
IRS990/LandBldgEquipCostOrOtherBssAmt010758504
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt051666
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt074041
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0KIMBERTON WALDORF SCHOOL IS DEDICATED TO NURTURING THE DEVELOPING CHILD IN ACCORDANCE WITH THE EDUCATIONAL PRINCIPLES OF RUDOLF STEINER, AND TO BUILDING A SUPPORTIVE, DIVERSE COMMUNITY AROUND THE CHILDREN. IN OUR SCHOOL COMMUNITY WE ENDEAVOR TO CREATE SOCIAL FORMS THAT ENABLE HUMAN STRIVING, RECOGNIZING THE SPIRITUAL IN EACH PERSON. THE SCHOOL FOSTERS THE UNFOLDING INDIVIDUALITY OF EACH CHILD BY AWAKENING THE CHILD'S CAPACITY TO MEET THE WORLD, OTHERS, AND THE SELF WITH WARMTH OF HEART, CLARITY OF THOUGHT, AND STRENGTH OF PURPOSE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0600831
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0600831
IRS990/NetAssetsOrFundBalancesBOYAmt06762668
IRS990/NetAssetsOrFundBalancesEOYAmt07276632
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0421223
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0421223
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-105004
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04331
IRS990/OccupancyGrp/ManagementAndGeneralAmt013605
IRS990/OccupancyGrp/ProgramServicesAmt0119146
IRS990/OccupancyGrp/TotalAmt0137082
IRS990/OfficeExpensesGrp/FundraisingAmt0706
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017174
IRS990/OfficeExpensesGrp/ProgramServicesAmt03296
IRS990/OfficeExpensesGrp/TotalAmt021176
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06725
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07054
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt077214
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0280755
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0365023
IRS990/OtherExpensesGrp/Desc0SCHOOL SUPPLIES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc2FACULTY DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3ADMISSIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039360
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt151664
IRS990/OtherExpensesGrp/ProgramServicesAmt0264753
IRS990/OtherExpensesGrp/ProgramServicesAmt1130938
IRS990/OtherExpensesGrp/ProgramServicesAmt2117467
IRS990/OtherExpensesGrp/TotalAmt0264753
IRS990/OtherExpensesGrp/TotalAmt1170298
IRS990/OtherExpensesGrp/TotalAmt2117467
IRS990/OtherExpensesGrp/TotalAmt351664
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt046992
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0503178
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01836747
IRS990/OtherSalariesAndWagesGrp/TotalAmt02386917
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04789
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt048776
IRS990/PayrollTaxesGrp/ProgramServicesAmt0179689
IRS990/PayrollTaxesGrp/TotalAmt0233254
IRS990/PensionPlanContributionsGrp/FundraisingAmt059
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0604
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02227
IRS990/PensionPlanContributionsGrp/TotalAmt02890
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0251884
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0276884
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0259891
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt027998
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01962
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019102
IRS990/PrincipalOfficerNm0GEORGE IRWIN
IRS990/PriorPeriodAdjustmentsAmt0160475
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILLARY PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05319597
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1335309
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05319597
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1335309
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0596402
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01240452
IRS990/PYInvestmentIncomeAmt0256673
IRS990/PYOtherExpensesAmt01297859
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05839632
IRS990/PYRevenuesLessExpensesAmt014211
IRS990/PYSalariesCompEmpBnftPaidAmt04140185
IRS990/PYTotalExpensesAmt06678496
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06692707
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0458493
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05654906
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0695182
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01078250
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03046687
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04336503
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07383190
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0465449
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0458480
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-31969
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0438706
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010635
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0465449
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016108
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0343897
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0438706
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt094809
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0295735
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04325
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0343897
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043837
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0288490
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0950
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0295735
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06295
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0174702
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01748553
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01923255
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01750235
IRS990ScheduleD/ExpensesSubtotalAmt04303242
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt09347
IRS990ScheduleD/InvestmentExpensesNotIncldAmt09347
IRS990ScheduleD/LandGrp/BookValueAmt01023265
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01023265
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-105004
IRS990ScheduleD/OtherExpensesNotIncludedAmt01740888
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0170680
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0258114
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0428794
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01740888
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03136444
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.60390
IRS990ScheduleD/RevenueNotReportedAmt0-105004
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01750235
IRS990ScheduleD/RevenueSubtotalAmt04761735
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL COLLECTS AND HOLDS MONEY FROM STUDENTS AND PARENTS FOR VARIOUS CLASS TRIPS AND ACTIVITIES. THE FUNDS HELD DO NOT BELONG TO THE SCHOOL AND ARE THEREFORE REPORTED AS A LIABILITY TO THE SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ACCOUNTING STANDARD FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE SCHOOL MAY RECOGNIZE THE TAX BENEFITS FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLULDE TAX-EXEMPT STATUS OF THE SCHOOL AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR LIABILITIES RECORDED FOR THE FISCAL YEAR ENDED JUNE 30, 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FINANCIAL AID 1,740,888.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FINANCIAL AID 1,740,888.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 1B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.39610
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04415334
IRS990ScheduleD/TotalBookValueSecuritiesAmt03136444
IRS990ScheduleD/TotalExpensesPerForm990Amt06053477
IRS990ScheduleD/TotalRevenuePerForm990Amt06511970
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04656731
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04303242
IRS990ScheduleE/ComplianceWithRevProc7550Ind01

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,837,981
Liabilities
$1,561,349
Net assets
$7,276,632
Revenue
$6,511,970
Expenses
$6,053,477
Net income
$458,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$9.65$0.72$8.93$5.94$5.81$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.08$0.60$8.48$6.17$5.61$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$2.21$8.87$5.81$4.93$0.88
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.24$1.24$7.00$5.65$5.87$0.22
2019Summary only. Only limited summary data is available for this year.$8.77$0.97$7.80$5.59$5.62$0.02
2018Summary only. Only limited summary data is available for this year.$8.77$0.97$7.80$6.03$5.80$0.23
2017Summary only. Only limited summary data is available for this year.$8.74$1.21$7.53$6.04$5.99$0.05
2016Detailed filing. Detailed filing data is available for this year.$8.84$1.56$7.28$6.51$6.05$0.46
2015Detailed filing. Detailed filing data is available for this year.$8.68$1.92$6.76$6.69$6.68$0.01
2014Summary only. Only limited summary data is available for this year.$8.14$1.18$6.96$6.07$6.42$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.96$0.85$7.11$5.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.77$0.70$7.07$6.16
2011Summary only. Only limited summary data is available for this year.$7.94$0.64$7.30$5.82$5.62$0.20
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits