Civic Intelligence

Kimberton Farms School Inc.

990 • Fiscal year 2023 • EIN 23-1494797

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 24, 2024

Organization ProfileWWW.KIMBERTON.ORG

View Organization Page

410 West Seven Stars RoadPhoenixville, PA 19460

(610) 933-3635

Siviq Scores

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

Liabilities / Assets

41st percentile

0.07x

Higher debt load relative to assets than 41% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.12x

Higher debt load relative to revenue than 42% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

46th percentile

2.1%

Higher net margin than 46% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$100,764

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

52nd percentile

6.2%

Faster asset growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-3.7%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Flat

$9,649,999

Flat from 2023

Net Assets

Flat

$8,928,697

Flat from 2023

Liabilities

Flat

$721,302

Flat from 2023

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin46th percentile

Revenue

Flat

$5,941,174

Flat from 2023

Expenses

Flat

$5,813,531

Flat from 2023

Net Income

Flat

$127,643

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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: $8,928,6972023Assets 2023: $9,649,999Liabilities 2023: $721,302Net Assets 2023: $8,928,6972023

Highlighted filing

2023

Assets$9,649,999
Liabilities$721,302
Net Assets$8,928,697
Open 2023 Filing

Operations Trend

Revenue Growth32nd 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: $127,6432023Revenue 2023: $5,941,174Expenses 2023: $5,813,531Net Income 2023: $127,6432023

Highlighted filing

2023

Revenue$5,941,174
Expenses$5,813,531
Net Income$127,643
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 24, 2024
Return Version
2022v5.0
Gross Receipts
$6,128,192
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$3,553,716$3,659,191▲ $105,475
Investments Other Securities$3,068,968$3,345,845▲ $276,877
Savings and Temporary Cash Investments$504,040$1,059,717▲ $555,677
Cash and Non-Interest-Bearing Accounts$78,469$149,225▲ $70,756
Prepaid Expenses and Deferred Charges$31,040$38,506▲ $7,466
Accounts Receivable$56,443$37,130▼ $19,313
Pledges and Grants Receivable$493,063$1,835▼ $491,228
Total Assets$9,082,749$9,649,999▲ $567,250
Other Assets Total$1,297,010$1,358,550▲ $61,540
Liabilities
Deferred Revenue$325,900$441,477▲ $115,577
Accounts Payable and Accrued Expenses$208,821$267,458▲ $58,637
Mortgage Notes Payable Secured by Investment Property$61,561$8,053▼ $53,508
Escrow Account Liability$4,314$4,314→ $0
Total Liabilities$600,596$721,302▲ $120,706
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,896,976$6,254,677▲ $357,701
Net Assets With Donor Restrictions$2,585,177$2,674,020▲ $88,843
Total Net Assets Fund Balance$8,482,153$8,928,697▲ $446,544
Total Liabilities and Net Assets / Fund Balance$9,082,749$9,649,999▲ $567,250

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,338,575$5,301,449$7,640,024
Equipment$208,156$1,821,389$2,029,545
Land$1,016,216-$1,016,216
Other Land Buildings$96,244$376,607$472,851
Other Assets Org$1,358,550--
Other Securities$3,345,845--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,826,573-▲ $303,863$34,859$3,095,577
2021$3,391,498-▼ $486,068$78,857$2,826,573
2020$2,390,251$394,173▲ $699,657$92,583$3,391,498
2019$2,343,764$10,600▲ $104,541$68,654$2,390,251
2018$2,321,554$10,000▲ $109,010$96,800$2,343,764
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brad KershnerDean of SchoolFT$82,670$18,094$100,764

Board Members and Trustees

NameTitle
Andreas SchadChair
Ashley RandolphTrustee
Liane RacitiTrustee
Mike FrederickTrustee
Natalie FamousTrustee
Sebastian RoemerTrustee
Tim ClemmTrustee
Warren SullivanTrustee
Patricia BrettSecretary
Christopher DemontTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$575,961
Program Service Revenue
$5,242,721
Investment Income
$122,037
Other Revenue
$455
All Other Contributions
$476,875
Change in Net Assets
$127,643

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,820,920
Revenue Not Reported on Financial Statements
$1,120,254
Revenue Not Reported on Form 990
$324,766
Other Revenue Adjustments
$1,095,896
Total Revenue per Audited Statements
$5,145,686
Total Revenue per Form 990
$5,941,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,499,848
Other Expenses$1,217,787
Grants and Similar Amounts Paid$1,095,896
Total Fundraising Expense$77,980
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,048,396$631,322$49,285$2,729,003
Grants to Domestic Individuals$1,095,896--$1,095,896
Other Employee Benefits$313,967$97,140$7,435$418,542
Depreciation Depletion$224,257$11,929$2,386$238,572
Payroll Taxes$167,232$50,893$4,231$222,356
Occupancy$153,523$10,195$4,199$167,917
Insurance$119,896$6,377$1,275$127,548
Current Officers, Directors, Trustees, and Key Employees$82,588$15,485$5,162$103,235
Other Expenses$49,837$48,802-$48,802
Fees for Services Accounting-$30,890-$30,890
Pension Plan Contributions$20,033$6,208$471$26,712
Information Technology-$26,491-$26,491
All Other Expenses$11,402$10,626$3,114$25,142
Fees for Service Investment Mgmnt Fees-$24,358-$24,358
Fees for Services Other-$11,917-$11,917
Office Expenses$1,970$422$422$2,814
Fees for Services Legal-$2,590-$2,590
Interest-$365-$365
Total Functional Expenses$4,700,038$1,035,513$77,980$5,813,531

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,813,531
Total Expenses per Audited Statements$4,699,142
Expenses per Audited Statements$4,693,277
Expenses Not Reported on Financial Statements$1,120,254
Other Expense Adjustments$1,095,896
Expenses Not Reported on Form 990$5,865
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,116
Fundraising Direct Expenses$44,661
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Gala$133,492$34,842$9,180$25,662
Winter Craft Fair$10,590$10,164$788$9,376
Total Events$144,202$45,116$44,661$455
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 35% controlled entity
No
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 ROAD, PHOENIXVILLE, PA 19460

Signing Officer

Name
Brad Kershner
Title
Dean of School
Phone
6109333635
Signed
2024-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brad Kershner
Formed
1941
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
120
Volunteers
18

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of outside perpetual trust 61,540.”

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, 2023.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of outside perpetual trust 61,540.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 1,095,896.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 1,095,896.”

Raw XML AppendixShowing 400 of 583 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/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DEAN OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01941
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingDirectExpensesAmt044661
IRS990/FundraisingGrossIncomeAmt045116
IRS990/GainOrLossGrp/OtherAmt0-12387
IRS990/GainOrLossGrp/SecuritiesAmt015077
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt01095896
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01095896
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0145047
IRS990/GrossReceiptsAmt06128192
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt026491
IRS990/InformationTechnologyGrp/TotalAmt026491
IRS990/InsuranceGrp/FundraisingAmt01275
IRS990/InsuranceGrp/ManagementAndGeneralAmt06377
IRS990/InsuranceGrp/ProgramServicesAmt0119896
IRS990/InsuranceGrp/TotalAmt0127548
IRS990/InterestGrp/ManagementAndGeneralAmt0365
IRS990/InterestGrp/TotalAmt0365
IRS990/InvestmentIncomeGrp/ExclusionAmt0119347
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0119347
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03068968
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03345845
IRS990/IRPDocumentCnt033
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07499445
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03553716
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03659191
IRS990/LandBldgEquipCostOrOtherBssAmt011158636
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt012387
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0129970
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/BOYAmt061561
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt08053
IRS990/NetAssetsOrFundBalancesBOYAmt08482153
IRS990/NetAssetsOrFundBalancesEOYAmt08928697
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02690
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02690
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0455
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0455
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0257361
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05896976
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06254677
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04199
IRS990/OccupancyGrp/ManagementAndGeneralAmt010195
IRS990/OccupancyGrp/ProgramServicesAmt0153523
IRS990/OccupancyGrp/TotalAmt0167917
IRS990/OfficeExpensesGrp/FundraisingAmt0422
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0422
IRS990/OfficeExpensesGrp/ProgramServicesAmt01970
IRS990/OfficeExpensesGrp/TotalAmt02814
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01297010
IRS990/OtherAssetsTotalGrp/EOYAmt01358550
IRS990/OtherChangesInNetAssetsAmt061540
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07435
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt097140
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0313967
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0418542
IRS990/OtherExpensesGrp/Desc0SCHOOL SUPPLIES
IRS990/OtherExpensesGrp/Desc1FACULTY DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc3ADMISSIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011374
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt138129
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt248802
IRS990/OtherExpensesGrp/ProgramServicesAmt0321150
IRS990/OtherExpensesGrp/ProgramServicesAmt189891
IRS990/OtherExpensesGrp/ProgramServicesAmt249837
IRS990/OtherExpensesGrp/TotalAmt0332524
IRS990/OtherExpensesGrp/TotalAmt189891
IRS990/OtherExpensesGrp/TotalAmt287966
IRS990/OtherExpensesGrp/TotalAmt348802
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt049285
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0631322
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02048396
IRS990/OtherSalariesAndWagesGrp/TotalAmt02729003
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04231
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt050893
IRS990/PayrollTaxesGrp/ProgramServicesAmt0167232
IRS990/PayrollTaxesGrp/TotalAmt0222356
IRS990/PensionPlanContributionsGrp/FundraisingAmt0471
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06208
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020033
IRS990/PensionPlanContributionsGrp/TotalAmt026712
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0493063
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01835
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt031040
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038506
IRS990/PrincipalOfficerNm0BRAD KERSHNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILLARY PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04814743
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1427978
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04814743
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1427978
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01140774
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01049685
IRS990/PYInvestmentIncomeAmt0210994
IRS990/PYOtherExpensesAmt01236911
IRS990/PYOtherRevenueAmt0-3617
IRS990/PYProgramServiceRevenueAmt04820364
IRS990/PYRevenuesLessExpensesAmt0562882
IRS990/PYSalariesCompEmpBnftPaidAmt03319037
IRS990/PYTotalExpensesAmt05605633
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06168515
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0127643
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05242721
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0504040
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01059717
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/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.71370
IRS990ScheduleD/BuildingsGrp/BookValueAmt02338575
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05301449
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07640024
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02826573
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03095577
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0303863
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt034859
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03391498
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02826573
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-486068
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt078857
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02390251
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0394173
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03391498
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0699657
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt092583
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02343764
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02390251
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0104541
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt068654
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02321554
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02343764
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0109010
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt096800
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt05865
IRS990ScheduleD/DonatedServicesUseFcltsAmt05865
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0208156
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01821389
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02029545
IRS990ScheduleD/ExpensesNotReportedAmt05865
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01120254
IRS990ScheduleD/ExpensesSubtotalAmt04693277
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt024358
IRS990ScheduleD/InvestmentExpensesNotIncldAmt024358
IRS990ScheduleD/LandGrp/BookValueAmt01016216
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01016216
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0257361
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01358550
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN OUTSIDE PERPETUAL TRUST
IRS990ScheduleD/OtherExpensesNotIncludedAmt01095896

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,649,999
Liabilities
$721,302
Net assets
$8,928,697
Revenue
$5,941,174
Expenses
$5,813,531
Net income
$127,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$9.65$0.72$8.93$5.94$5.81$0.13
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