Civic Intelligence

Kimberton Farms School Inc.

990 • Fiscal year 2018 • EIN 23-1494797

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 24, 2019

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

43rd percentile

0.11x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

49th percentile

0.16x

Higher debt load relative to revenue than 49% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

53rd percentile

3.8%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

34th percentile

$87,690

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

44th percentile

0.3%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

37th percentile

-0.3%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Flat

$8,768,499

Flat from 2018

Net Assets

Flat

$7,802,824

Flat from 2018

Liabilities

Flat

$965,675

Flat from 2018

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin53rd percentile

Revenue

Flat

$6,028,997

Flat from 2018

Expenses

Flat

$5,802,319

Flat from 2018

Net Income

Flat

$226,678

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th 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 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

2018

Assets$8,768,499
Liabilities$965,675
Net Assets$7,802,824
Open 2018 Filing

Operations Trend

Revenue Growth37th 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 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

2018

Revenue$6,028,997
Expenses$5,802,319
Net Income$226,678
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 24, 2019
Return Version
2017v2.3
Gross Receipts
$6,038,981
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$4,247,335$4,036,677▼ $210,658
Investments Other Securities$3,800,253$3,954,375▲ $154,122
Savings and Temporary Cash Investments$477,322$368,797▼ $108,525
Pledges and Grants Receivable$27,498$273,390▲ $245,892
Accounts Receivable$172,709$96,557▼ $76,152
Prepaid Expenses and Deferred Charges$13,157$26,108▲ $12,951
Cash and Non-Interest-Bearing Accounts$898$12,595▲ $11,697
Total Assets$8,739,172$8,768,499▲ $29,327
Liabilities
Deferred Revenue$497,803$537,805▲ $40,002
Mortgage Notes Payable Secured by Investment Property$525,510$240,616▼ $284,894
Accounts Payable and Accrued Expenses$155,535$148,650▼ $6,885
Escrow Account Liability$35,065$38,604▲ $3,539
Total Liabilities$1,213,913$965,675▼ $248,238
Net Assets / Fund Balance
Unrestricted Net Assets$5,209,122$5,079,149▼ $129,973
Temporarily Rstr Net Assets$2,029,253$2,426,291▲ $397,038
Permanently Rstr Net Assets$286,884$297,384▲ $10,500
Total Net Assets Fund Balance$7,525,259$7,802,824▲ $277,565
Total Liabilities and Net Assets / Fund Balance$8,739,172$8,768,499▲ $29,327

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,766,121$4,637,394$7,403,515
Equipment$127,204$1,833,923$1,961,127
Land$1,023,265-$1,023,265
Other Land Buildings$120,087$315,572$435,659
Other Securities$3,954,375--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$531,390$10,500▲ $45,157-$587,047
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
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin HughesDean of SchoolFT$68,500$19,190$87,690

Board Members and Trustees

NameTitle
William WiedmannChair
Deborah Merroth-aholaEmeritus Trustee
Courtney Diener-stokesTrustee
Kathryn HynesTrustee
Meredith MitchellTrustee
Mike PrecopioTrustee
Ravi ChanderTrustee
Seth BaconTrustee
Andrea BoosSecretary
Vince McdevittTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$552,957
Program Service Revenue
$5,253,843
Investment Income
$222,197
Other Revenue
$0
All Other Contributions
$552,957
Change in Net Assets
$226,678

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,459,979
Revenue Not Reported on Financial Statements
$1,569,018
Revenue Not Reported on Form 990
$50,887
Other Revenue Adjustments
$1,549,558
Total Revenue per Audited Statements
$4,510,866
Total Revenue per Form 990
$6,028,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,124,750
Grants and Similar Amounts Paid$1,549,558
Other Expenses$1,128,011
Total Fundraising Expense$91,149
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,957,843$395,754$55,335$2,408,932
Grants to Domestic Individuals$1,549,558--$1,549,558
Other Employee Benefits$341,002$68,992$9,490$419,484
Depreciation Depletion$206,797$11,000$2,200$219,997
Payroll Taxes$170,911$34,480$4,990$210,381
Occupancy$101,492$8,052$4,434$113,978
Current Officers, Directors, Trustees, and Key Employees$68,762$12,893$4,298$85,953
Insurance$75,005$3,990$798$79,793
Fees for Services Accounting-$70,192-$70,192
Other Expenses$85,801$57,880-$57,880
Information Technology-$23,586-$23,586
Fees for Services Legal-$22,684-$22,684
Fees for Service Investment Mgmnt Fees-$19,460-$19,460
All Other Expenses$6,279$4,656$8,358$19,293
Interest-$11,165-$11,165
Office Expenses$5,814$1,246$1,246$8,306
Fees for Services Other-$6,255-$6,255
Total Functional Expenses$4,899,069$812,101$91,149$5,802,319

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,802,319
Expenses per Audited Statements$4,233,301
Total Expenses per Audited Statements$4,233,301
Expenses Not Reported on Financial Statements$1,569,018
Other Expense Adjustments$1,549,558
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
Vince Mcdevitt
Title
Treasurer
Phone
6109333635
Signed
2019-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vince Mcdevitt
Formed
1941
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
111
Volunteers
41

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 2B:

“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, 2018.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 1,549,558.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 1,549,558.”

Raw XML AppendixShowing 400 of 520 raw XML fields

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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt023586
IRS990/InformationTechnologyGrp/TotalAmt023586
IRS990/InsuranceGrp/FundraisingAmt0798
IRS990/InsuranceGrp/ManagementAndGeneralAmt03990
IRS990/InsuranceGrp/ProgramServicesAmt075005
IRS990/InsuranceGrp/TotalAmt079793
IRS990/InterestGrp/ManagementAndGeneralAmt011165
IRS990/InterestGrp/TotalAmt011165
IRS990/InvestmentIncomeGrp/ExclusionAmt080452
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080452
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03800253
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03954375
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06786889
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04247335
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04036677
IRS990/LandBldgEquipCostOrOtherBssAmt010823566
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09984
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/BOYAmt0525510
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0240616
IRS990/NetAssetsOrFundBalancesBOYAmt07525259
IRS990/NetAssetsOrFundBalancesEOYAmt07802824
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0141745
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0141745
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt050887
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04434
IRS990/OccupancyGrp/ManagementAndGeneralAmt08052
IRS990/OccupancyGrp/ProgramServicesAmt0101492
IRS990/OccupancyGrp/TotalAmt0113978
IRS990/OfficeExpensesGrp/FundraisingAmt01246
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01246
IRS990/OfficeExpensesGrp/ProgramServicesAmt05814
IRS990/OfficeExpensesGrp/TotalAmt08306
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09490
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt068992
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0341002
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0419484
IRS990/OtherExpensesGrp/Desc0SCHOOL SUPPLIES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc2FACULTY DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3ADMISSIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018533
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt141283
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt257880
IRS990/OtherExpensesGrp/ProgramServicesAmt0217668
IRS990/OtherExpensesGrp/ProgramServicesAmt1112137
IRS990/OtherExpensesGrp/ProgramServicesAmt285801
IRS990/OtherExpensesGrp/TotalAmt0236201
IRS990/OtherExpensesGrp/TotalAmt1153420
IRS990/OtherExpensesGrp/TotalAmt285801
IRS990/OtherExpensesGrp/TotalAmt357880
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt055335
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0395754
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01957843
IRS990/OtherSalariesAndWagesGrp/TotalAmt02408932
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04990
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt034480
IRS990/PayrollTaxesGrp/ProgramServicesAmt0170911
IRS990/PayrollTaxesGrp/TotalAmt0210381
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0286884
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0297384
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt027498
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0273390
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013157
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026108
IRS990/PrincipalOfficerNm0VINCE MCDEVITT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILLARY PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04985180
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1268663
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04985180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1268663
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0245802
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01563659
IRS990/PYInvestmentIncomeAmt093812
IRS990/PYOtherExpensesAmt01286033
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05704674
IRS990/PYRevenuesLessExpensesAmt053725
IRS990/PYSalariesCompEmpBnftPaidAmt03140871
IRS990/PYTotalExpensesAmt05990563
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06044288
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0226678
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05253843
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0477322
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0368797
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt02766121
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04637394
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07403515
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0531390
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0587047
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt045157
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0458480
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0531390
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt083349
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt020439
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0465449
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0458480
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-31969
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0438706
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010635
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0465449
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016108
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0343897
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0438706
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt094809
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0127204
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01833923
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01961127
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01569018
IRS990ScheduleD/ExpensesSubtotalAmt04233301
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt019460
IRS990ScheduleD/InvestmentExpensesNotIncldAmt019460
IRS990ScheduleD/LandGrp/BookValueAmt01023265
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01023265
IRS990ScheduleD/NetUnrealizedGainsInvstAmt050887
IRS990ScheduleD/OtherExpensesNotIncludedAmt01549558
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0120087
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0315572
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0435659
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01549558
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03954375
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.50660
IRS990ScheduleD/RevenueNotReportedAmt050887
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01569018
IRS990ScheduleD/RevenueSubtotalAmt04459979
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, 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FINANCIAL AID 1,549,558.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FINANCIAL AID 1,549,558.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.49340
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04036677
IRS990ScheduleD/TotalBookValueSecuritiesAmt03954375
IRS990ScheduleD/TotalExpensesPerForm990Amt05802319
IRS990ScheduleD/TotalRevenuePerForm990Amt06028997
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04510866
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04233301
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,768,499
Liabilities
$965,675
Net assets
$7,802,824
Revenue
$6,028,997
Expenses
$5,802,319
Net income
$226,678
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
2018Detailed filing. Detailed filing data is available for this year.$8.77$0.97$7.80$6.03$5.80$0.23
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