Civic Intelligence

Kimberton Farms School Inc.

990 • Fiscal year 2017 • EIN 23-1494797

Jul 01, 2016 to Jun 30, 2017 • Filed on May 02, 2018

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

47th percentile

0.14x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.20x

Higher debt load relative to revenue than 54% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

42nd percentile

0.9%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

30th percentile

$78,356

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

30th percentile

-1.1%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-7.2%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Flat

$8,739,172

Flat from 2017

Net Assets

Flat

$7,525,259

Flat from 2017

Liabilities

Flat

$1,213,913

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin42nd percentile

Revenue

Flat

$6,044,288

Flat from 2017

Expenses

Flat

$5,990,563

Flat from 2017

Net Income

Flat

$53,725

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth30th 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 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

2017

Assets$8,739,172
Liabilities$1,213,913
Net Assets$7,525,259
Open 2017 Filing

Operations Trend

Revenue Growth21st 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 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

2017

Revenue$6,044,288
Expenses$5,990,563
Net Income$53,725
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 2, 2018
Return Version
2016v3.0
Gross Receipts
$6,099,605
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$4,415,334$4,247,335▼ $167,999
Investments Other Securities$3,136,444$3,800,253▲ $663,809
Savings and Temporary Cash Investments$1,078,250$477,322▼ $600,928
Accounts Receivable$149,669$172,709▲ $23,040
Pledges and Grants Receivable$27,998$27,498▼ $500
Prepaid Expenses and Deferred Charges$19,102$13,157▼ $5,945
Cash and Non-Interest-Bearing Accounts$11,184$898▼ $10,286
Total Assets$8,837,981$8,739,172▼ $98,809
Liabilities
Mortgage Notes Payable Secured by Investment Property$600,831$525,510▼ $75,321
Deferred Revenue$756,908$497,803▼ $259,105
Accounts Payable and Accrued Expenses$178,383$155,535▼ $22,848
Escrow Account Liability$25,227$35,065▲ $9,838
Total Liabilities$1,561,349$1,213,913▼ $347,436
Net Assets / Fund Balance
Unrestricted Net Assets$5,106,158$5,209,122▲ $102,964
Temporarily Rstr Net Assets$1,893,590$2,029,253▲ $135,663
Permanently Rstr Net Assets$276,884$286,884▲ $10,000
Total Net Assets Fund Balance$7,276,632$7,525,259▲ $248,627
Total Liabilities and Net Assets / Fund Balance$8,837,981$8,739,172▼ $98,809

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,913,730$4,487,385$7,401,115
Equipment$161,496$1,792,692$1,954,188
Land$1,023,265-$1,023,265
Other Land Buildings$148,844$286,815$435,659
Other Securities$3,800,253--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$458,480$10,000▲ $83,349$20,439$531,390
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
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin HughesDean of SchoolFT$62,087$16,269$78,356

Board Members and Trustees

NameTitle
William WiedmannChair
Deborah Merroth-aholaEmeritus Trustee
Courtney Diener-stokesTrustee
George IrwinTrustee
Kathryn HynesTrustee
Mike PrecopioTrustee
Seth BaconTrustee
Vince McdevittTrustee
Andrea BoosSecretary
Robert PowellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$245,802
Program Service Revenue
$5,704,674
Investment Income
$93,812
Other Revenue
$0
All Other Contributions
$245,802
Change in Net Assets
$53,725

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,472,527
Revenue Not Reported on Financial Statements
$1,571,761
Revenue Not Reported on Form 990
$194,902
Other Revenue Adjustments
$1,563,659
Total Revenue per Audited Statements
$4,667,429
Total Revenue per Form 990
$6,044,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,140,871
Grants and Similar Amounts Paid$1,563,659
Other Expenses$1,286,033
Total Fundraising Expense$87,141
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,886,583$528,922$51,875$2,467,380
Grants to Domestic Individuals$1,563,659--$1,563,659
Other Employee Benefits$282,426$79,533$7,634$369,593
Depreciation Depletion$201,350$20,135$2,237$223,722
Payroll Taxes$169,312$47,024$4,823$221,159
Occupancy$85,478$10,215$3,913$99,606
Current Officers, Directors, Trustees, and Key Employees$66,906$12,545$4,181$83,632
All Other Expenses$7,716$64,150$10,559$82,425
Other Expenses$95,643$82,132-$82,132
Insurance$72,663$7,266$807$80,736
Fees for Services Accounting-$69,827-$69,827
Information Technology-$26,416-$26,416
Office Expenses$5,284$14,235$1,132$20,651
Fees for Services Legal-$16,099-$16,099
Interest-$9,388-$9,388
Fees for Service Investment Mgmnt Fees-$8,102-$8,102
Fees for Services Other-$5,649-$5,649
Pension Plan Contributions$-683$-190$-20$-893
Total Functional Expenses$4,861,472$1,041,950$87,141$5,990,563

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,990,563
Expenses per Audited Statements$4,418,802
Total Expenses per Audited Statements$4,418,802
Expenses Not Reported on Financial Statements$1,571,761
Other Expense Adjustments$1,563,659
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 11B

“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
2018-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Irwin
Formed
1941
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
112
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, 2017.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 1,563,659.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 1,563,659.”

Raw XML AppendixShowing 400 of 527 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/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt026416
IRS990/InformationTechnologyGrp/TotalAmt026416
IRS990/InsuranceGrp/FundraisingAmt0807
IRS990/InsuranceGrp/ManagementAndGeneralAmt07266
IRS990/InsuranceGrp/ProgramServicesAmt072663
IRS990/InsuranceGrp/TotalAmt080736
IRS990/InterestGrp/ManagementAndGeneralAmt09388
IRS990/InterestGrp/TotalAmt09388
IRS990/InvestmentIncomeGrp/ExclusionAmt051652
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051652
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03136444
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03800253
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06566892
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04415334
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04247335
IRS990/LandBldgEquipCostOrOtherBssAmt010814227
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt055317
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/EOYAmt0525510
IRS990/NetAssetsOrFundBalancesBOYAmt07276632
IRS990/NetAssetsOrFundBalancesEOYAmt07525259
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt042160
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt042160
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0194902
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03913
IRS990/OccupancyGrp/ManagementAndGeneralAmt010215
IRS990/OccupancyGrp/ProgramServicesAmt085478
IRS990/OccupancyGrp/TotalAmt099606
IRS990/OfficeExpensesGrp/FundraisingAmt01132
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014235
IRS990/OfficeExpensesGrp/ProgramServicesAmt05284
IRS990/OfficeExpensesGrp/TotalAmt020651
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07634
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt079533
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0282426
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0369593
IRS990/OtherExpensesGrp/Desc0SCHOOL SUPPLIES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc2FACULTY DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040502
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt182132
IRS990/OtherExpensesGrp/ProgramServicesAmt0267263
IRS990/OtherExpensesGrp/ProgramServicesAmt1157872
IRS990/OtherExpensesGrp/ProgramServicesAmt295643
IRS990/OtherExpensesGrp/TotalAmt0267263
IRS990/OtherExpensesGrp/TotalAmt1198374
IRS990/OtherExpensesGrp/TotalAmt295643
IRS990/OtherExpensesGrp/TotalAmt382132
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt051875
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0528922
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01886583
IRS990/OtherSalariesAndWagesGrp/TotalAmt02467380
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04823
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt047024
IRS990/PayrollTaxesGrp/ProgramServicesAmt0169312
IRS990/PayrollTaxesGrp/TotalAmt0221159
IRS990/PensionPlanContributionsGrp/FundraisingAmt0-20
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0-190
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0-683
IRS990/PensionPlanContributionsGrp/TotalAmt0-893
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0276884
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0286884
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt027998
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt027498
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019102
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013157
IRS990/PrincipalOfficerNm0GEORGE IRWIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILLARY PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05374224
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1330450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05374224
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1330450
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0374309
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01740888
IRS990/PYInvestmentIncomeAmt0482755
IRS990/PYOtherExpensesAmt01241042
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05654906
IRS990/PYRevenuesLessExpensesAmt0458493
IRS990/PYSalariesCompEmpBnftPaidAmt03071547
IRS990/PYTotalExpensesAmt06053477
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06511970
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt053725
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05704674
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01078250
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0477322
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt02913730
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04487385
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07401115
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0458480
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0531390
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt083349
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt020439
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0465449
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0458480
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-31969
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0438706
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt010635
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0465449
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016108
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0343897
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0438706
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt094809
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0295735
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt04325
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0343897
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043837
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0161496
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01792692
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01954188
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01571761
IRS990ScheduleD/ExpensesSubtotalAmt04418802
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt08102
IRS990ScheduleD/InvestmentExpensesNotIncldAmt08102
IRS990ScheduleD/LandGrp/BookValueAmt01023265
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01023265
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0194902
IRS990ScheduleD/OtherExpensesNotIncludedAmt01563659
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0148844
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0286815
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0435659
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01563659
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03800253
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.53990
IRS990ScheduleD/RevenueNotReportedAmt0194902
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01571761
IRS990ScheduleD/RevenueSubtotalAmt04472527
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, 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FINANCIAL AID 1,563,659.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FINANCIAL AID 1,563,659.
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/TermEndowmentBalanceEOYPct00.46010
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04247335
IRS990ScheduleD/TotalBookValueSecuritiesAmt03800253
IRS990ScheduleD/TotalExpensesPerForm990Amt05990563
IRS990ScheduleD/TotalRevenuePerForm990Amt06044288

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,739,172
Liabilities
$1,213,913
Net assets
$7,525,259
Revenue
$6,044,288
Expenses
$5,990,563
Net income
$53,725
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
2017Detailed filing. Detailed filing data is available for this year.$8.74$1.21$7.53$6.04$5.99$0.05
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