Civic Intelligence

Kimberton Farms School Inc.

990 • Fiscal year 2024 • EIN 23-1494797

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 04, 2025

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

37th percentile

0.08x

Higher debt load relative to assets than 37% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.13x

Higher debt load relative to revenue than 36% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

39th percentile

0.6%

Higher net margin than 39% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

21st percentile

$98,505

Higher top officer pay than 21% of similar nonprofits.

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

58th percentile

7.5%

Faster asset growth than 58% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

7.3%

Faster revenue growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$10,371,371

Up $721,372 (+7.5%) from 2023

Net Assets

Up

$9,533,719

Up $605,022 (+6.8%) from 2023

Liabilities

Up

$837,652

Up $116,350 (+16%) from 2023

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin39th percentile

Revenue

Up

$6,375,517

Up $434,343 (+7.3%) from 2023

Expenses

Up

$6,334,276

Up $520,745 (+9.0%) from 2023

Net Income

Down

$41,241

Down $86,402 (-68%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th 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 2024: $10,371,371Liabilities 2024: $837,652Net Assets 2024: $9,533,7192024

Highlighted filing

2024

Assets$10,371,371
Liabilities$837,652
Net Assets$9,533,719
Open 2024 Filing

Operations Trend

Revenue Growth49th 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 2024: $6,375,517Expenses 2024: $6,334,276Net Income 2024: $41,2412024

Highlighted filing

2024

Revenue$6,375,517
Expenses$6,334,276
Net Income$41,241
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 4, 2025
Return Version
2023v6.0
Gross Receipts
$6,679,601
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
Investments Other Securities$3,345,845$3,903,974▲ $558,129
Land, Buildings, and Equipment, Net$3,659,191$3,864,134▲ $204,943
Savings and Temporary Cash Investments$1,059,717$860,707▼ $199,010
Accounts Receivable$37,130$82,941▲ $45,811
Intangible Assets-$79,796-
Prepaid Expenses and Deferred Charges$38,506$50,441▲ $11,935
Cash and Non-Interest-Bearing Accounts$149,225$38,501▼ $110,724
Pledges and Grants Receivable$1,835$7,083▲ $5,248
Total Assets$9,649,999$10,371,371▲ $721,372
Other Assets Total$1,358,550$1,483,794▲ $125,244
Liabilities
Deferred Revenue$441,477$463,983▲ $22,506
Accounts Payable and Accrued Expenses$267,458$365,167▲ $97,709
Mortgage Notes Payable Secured by Investment Property$8,053$4,438▼ $3,615
Escrow Account Liability$4,314$4,064▼ $250
Total Liabilities$721,302$837,652▲ $116,350
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,254,677$6,514,183▲ $259,506
Net Assets With Donor Restrictions$2,674,020$3,019,536▲ $345,516
Total Net Assets Fund Balance$8,928,697$9,533,719▲ $605,022
Total Liabilities and Net Assets / Fund Balance$9,649,999$10,371,371▲ $721,372

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,424,558$5,493,609$7,918,167
Equipment$294,026$1,890,116$2,184,142
Land$1,016,216-$1,016,216
Other Land Buildings$129,334$387,861$517,195
Other Assets Org$1,483,794--
Other Securities$3,903,974--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,095,577$120,000▲ $457,770$37,206$3,636,141
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
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brad KershnerHead of SchoolFT$87,217$11,288$98,505

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
$593,365
Program Service Revenue
$5,660,602
Investment Income
$129,971
Other Revenue
$-8,421
All Other Contributions
$493,939
Change in Net Assets
$41,241

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,052,500
Revenue Not Reported on Financial Statements
$1,323,017
Revenue Not Reported on Form 990
$566,902
Other Revenue Adjustments
$1,308,808
Total Revenue per Audited Statements
$5,619,402
Total Revenue per Form 990
$6,375,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,711,226
Other Expenses$1,314,242
Grants and Similar Amounts Paid$1,308,808
Total Fundraising Expense$87,731
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,193,776$619,626$56,455$2,869,857
Grants to Domestic Individuals$1,308,808--$1,308,808
Other Employee Benefits$344,877$96,458$8,992$450,327
Depreciation Depletion$265,355$14,115$2,822$282,292
Payroll Taxes$182,460$50,961$4,917$238,338
Occupancy$133,164$9,135$4,009$146,308
Insurance$128,389$6,829$1,366$136,584
Current Officers, Directors, Trustees, and Key Employees$84,589$15,860$5,287$105,736
Pension Plan Contributions$35,907$10,180$881$46,968
Other Expenses$86,665$34,482-$34,482
Information Technology-$27,345-$27,345
All Other Expenses$10,864$11,905$2,247$25,016
Fees for Services Accounting-$18,990-$18,990
Fees for Service Investment Mgmnt Fees-$14,209-$14,209
Fees for Services Other-$12,644-$12,644
Fees for Services Legal-$8,424-$8,424
Office Expenses$3,524$755$755$5,034
Interest-$192-$192
Total Functional Expenses$5,249,288$997,257$87,731$6,334,276

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,334,276
Total Expenses per Audited Statements$5,014,380
Expenses per Audited Statements$5,011,259
Expenses Not Reported on Financial Statements$1,323,017
Other Expense Adjustments$1,308,808
Expenses Not Reported on Form 990$3,121
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$50,943
Fundraising Gross Income$42,522
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Gala$129,531$30,105$12,953$17,152
Winter Craft Fair$11,039$11,039$1,370$9,669
Total Events$141,948$42,522$50,943$-8,421
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
Head of School
Phone
6109333635
Signed
2025-02-04
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
113
Volunteers
119

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 125,244. Crypto intangible asset remeasurement gain 15,188.”

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, 2024.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of outside perpetual trust 125,244. Crypto intangible asset remeasurement gain 15,188.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 1,308,808.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 1,308,808.”

Raw XML AppendixShowing 400 of 582 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/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01941
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingDirectExpensesAmt050943
IRS990/FundraisingGrossIncomeAmt042522
IRS990/GainOrLossGrp/OtherAmt0-783
IRS990/GainOrLossGrp/SecuritiesAmt03240
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt01308808
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IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0255598
IRS990/GrossReceiptsAmt06679601
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt027345
IRS990/InformationTechnologyGrp/TotalAmt027345
IRS990/InsuranceGrp/FundraisingAmt01366
IRS990/InsuranceGrp/ManagementAndGeneralAmt06829
IRS990/InsuranceGrp/ProgramServicesAmt0128389
IRS990/InsuranceGrp/TotalAmt0136584
IRS990/IntangibleAssetsGrp/EOYAmt079796
IRS990/InterestGrp/ManagementAndGeneralAmt0192
IRS990/InterestGrp/TotalAmt0192
IRS990/InvestmentIncomeGrp/ExclusionAmt0127514
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0127514
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03345845
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03903974
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07771586
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03659191
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03864134
IRS990/LandBldgEquipCostOrOtherBssAmt011635720
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0783
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0252358
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/BOYAmt08053
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04438
IRS990/NetAssetsOrFundBalancesBOYAmt08928697
IRS990/NetAssetsOrFundBalancesEOYAmt09533719
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02457
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02457
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-8421
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-8421
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0423349
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06254677
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06514183
IRS990/NoncashContributionsAmt01134
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04009
IRS990/OccupancyGrp/ManagementAndGeneralAmt09135
IRS990/OccupancyGrp/ProgramServicesAmt0133164
IRS990/OccupancyGrp/TotalAmt0146308
IRS990/OfficeExpensesGrp/FundraisingAmt0755
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0755
IRS990/OfficeExpensesGrp/ProgramServicesAmt03524
IRS990/OfficeExpensesGrp/TotalAmt05034
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01358550
IRS990/OtherAssetsTotalGrp/EOYAmt01483794
IRS990/OtherChangesInNetAssetsAmt0140432
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08992
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt096458
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0344877
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0450327
IRS990/OtherExpensesGrp/Desc0SCHOOL SUPPLIES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc2FACULTY DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3ADMISSIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011714
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt133433
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt234482
IRS990/OtherExpensesGrp/ProgramServicesAmt0329476
IRS990/OtherExpensesGrp/ProgramServicesAmt1141434
IRS990/OtherExpensesGrp/ProgramServicesAmt286665
IRS990/OtherExpensesGrp/TotalAmt0341190
IRS990/OtherExpensesGrp/TotalAmt1174867
IRS990/OtherExpensesGrp/TotalAmt286665
IRS990/OtherExpensesGrp/TotalAmt334482
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt056455
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0619626
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02193776
IRS990/OtherSalariesAndWagesGrp/TotalAmt02869857
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04917
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt050961
IRS990/PayrollTaxesGrp/ProgramServicesAmt0182460
IRS990/PayrollTaxesGrp/TotalAmt0238338
IRS990/PensionPlanContributionsGrp/FundraisingAmt0881
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010180
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt035907
IRS990/PensionPlanContributionsGrp/TotalAmt046968
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01835
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07083
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038506
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050441
IRS990/PrincipalOfficerNm0BRAD KERSHNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILLARY PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05174305
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1486297
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05174305
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1486297
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0575961
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01095896
IRS990/PYInvestmentIncomeAmt0122037
IRS990/PYOtherExpensesAmt01217787
IRS990/PYOtherRevenueAmt0455
IRS990/PYProgramServiceRevenueAmt05242721
IRS990/PYRevenuesLessExpensesAmt0127643
IRS990/PYSalariesCompEmpBnftPaidAmt03499848
IRS990/PYTotalExpensesAmt05813531
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05941174
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt041241
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05660602
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01059717
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0860707
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/BoardDesignatedBalanceEOYPct00.71230
IRS990ScheduleD/BuildingsGrp/BookValueAmt02424558
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05493609
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07918167
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03095577
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0120000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03636141
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0457770
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt037206
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02826573
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03095577
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0303863
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt034859
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03391498
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02826573
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-486068
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt078857
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02390251
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0394173
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03391498
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0699657
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt092583
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02343764
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02390251
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0104541
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt068654
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt03121
IRS990ScheduleD/DonatedServicesUseFcltsAmt03121
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt01890116
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02184142
IRS990ScheduleD/ExpensesNotReportedAmt03121
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01323017
IRS990ScheduleD/ExpensesSubtotalAmt05011259
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014209
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014209
IRS990ScheduleD/LandGrp/BookValueAmt01016216
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01016216
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0423349
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01483794
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN OUTSIDE PERPETUAL TRUST

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,371,371
Liabilities
$837,652
Net assets
$9,533,719
Revenue
$6,375,517
Expenses
$6,334,276
Net income
$41,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.84$9.53$6.38$6.33$0.04
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