Civic Intelligence

The Williams School

990 • Fiscal year 2017 • EIN 51-0201345

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

Organization Profilewww.thewilliamsschool.org

View Organization Page

419 Colonial AvenueNorfolk, VA 23507

(757) 627-1383

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.18x

Higher debt load relative to assets than 53% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.50x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

39th percentile

0.2%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

69th percentile

$168,736

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

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

Asset Growth

42nd percentile

1.8%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

12th percentile

-19%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$9,941,194

Up $173,839 (+1.8%) from 2016

Net Assets

Up

$8,105,990

Up $375,081 (+4.9%) from 2016

Liabilities

Down

$1,835,204

Down $201,242 (-9.9%) from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin39th percentile

Revenue

Down

$3,638,706

Down $834,394 (-19%) from 2016

Expenses

Up

$3,632,071

Up $44,928 (+1.3%) from 2016

Net Income

Down

$6,635

Down $879,322 (-99%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$10M$5.0M$0Assets 2011: $6,607,059Liabilities 2011: $2,705,919Net Assets 2011: $3,901,1402011Assets 2012: $6,622,661Liabilities 2012: $2,657,676Net Assets 2012: $3,964,9852012Assets 2013: $6,606,798Liabilities 2013: $2,462,110Net Assets 2013: $4,144,6882013Assets 2014: $7,983,055Liabilities 2014: $2,399,461Net Assets 2014: $5,583,5942014Assets 2015: $9,128,817Liabilities 2015: $2,306,111Net Assets 2015: $6,822,7062015Assets 2016: $9,767,355Liabilities 2016: $2,036,446Net Assets 2016: $7,730,9092016Assets 2017: $9,941,194Liabilities 2017: $1,835,204Net Assets 2017: $8,105,9902017Assets 2018: $9,894,102Liabilities 2018: $1,577,165Net Assets 2018: $8,316,9372018Assets 2019: $9,512,755Liabilities 2019: $1,189,252Net Assets 2019: $8,323,5032019Assets 2020: $8,812,953Liabilities 2020: $1,361,219Net Assets 2020: $7,451,7342020Assets 2021: $8,477,789Liabilities 2021: $764,635Net Assets 2021: $7,713,1542021Assets 2022: $7,243,363Liabilities 2022: $837,474Net Assets 2022: $6,405,8892022Assets 2023: $6,878,750Liabilities 2023: $767,647Net Assets 2023: $6,111,1032023Assets 2024: $7,078,935Liabilities 2024: $921,220Net Assets 2024: $6,157,7152024Assets 2025: $6,691,801Liabilities 2025: $885,774Net Assets 2025: $5,806,0272025

Highlighted filing

2017

Assets$9,941,194
Liabilities$1,835,204
Net Assets$8,105,990
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,736,149Expenses 2011: $2,796,885Net Income 2011: -$60,7362011Expenses 2012: $2,918,7002012Expenses 2013: $3,198,2312013Revenue 2014: $4,392,482Expenses 2014: $3,372,838Net Income 2014: $1,019,6442014Revenue 2015: $4,877,670Expenses 2015: $3,333,385Net Income 2015: $1,544,2852015Revenue 2016: $4,473,100Expenses 2016: $3,587,143Net Income 2016: $885,9572016Revenue 2017: $3,638,706Expenses 2017: $3,632,071Net Income 2017: $6,6352017Revenue 2018: $3,867,542Expenses 2018: $3,748,168Net Income 2018: $119,3742018Revenue 2019: $3,863,121Expenses 2019: $3,907,902Net Income 2019: -$44,7812019Revenue 2020: $3,205,344Expenses 2020: $4,045,381Net Income 2020: -$840,0372020Revenue 2021: $3,890,139Expenses 2021: $3,992,275Net Income 2021: -$102,1362021Revenue 2022: $3,407,577Expenses 2022: $4,214,796Net Income 2022: -$807,2192022Revenue 2023: $3,165,986Expenses 2023: $3,684,289Net Income 2023: -$518,3032023Revenue 2024: $3,818,108Expenses 2024: $4,065,994Net Income 2024: -$247,8862024Revenue 2025: $3,824,697Expenses 2025: $4,379,247Net Income 2025: -$554,5502025

Highlighted filing

2017

Revenue$3,638,706
Expenses$3,632,071
Net Income$6,635
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.1
Gross Receipts
$4,107,040
Mission and Program Overview

Mission

The williams school builds with each child the foundation for academic, moral and social success. A williams school student embodies confidence, integrity and a love of learning.

The Williams School builds with each child the foundation for the foundation for academic, moral, and social success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,192,572$5,404,630▲ $212,058
Land, Buildings, and Equipment, Net$2,382,190$2,408,673▲ $26,483
Pledges and Grants Receivable$1,145,110$1,077,105▼ $68,005
Savings and Temporary Cash Investments$616,026$548,883▼ $67,143
Cash and Non-Interest-Bearing Accounts$149,005$301,489▲ $152,484
Accounts Receivable$212,695$182,354▼ $30,341
Prepaid Expenses and Deferred Charges$38,871$18,060▼ $20,811
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$9,767,355$9,941,194▲ $173,839
Other Assets Total$30,886$0▼ $30,886
Liabilities
Tax Exempt Bond Liabilities$1,200,000$973,833▼ $226,167
Deferred Revenue$696,485$716,478▲ $19,993
Accounts Payable and Accrued Expenses$105,706$144,893▲ $39,187
Other Liabilities$31,004$0▼ $31,004
Unsecured Notes Loans Payable$3,251$0▼ $3,251
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$2,036,446$1,835,204▼ $201,242
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,307,296$3,242,385▼ $64,911
Unrestricted Net Assets$2,514,279$2,944,271▲ $429,992
Permanently Rstr Net Assets$1,909,334$1,919,334▲ $10,000
Total Net Assets Fund Balance$7,730,909$8,105,990▲ $375,081
Total Liabilities and Net Assets / Fund Balance$9,767,355$9,941,194▲ $173,839

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,875,822$1,492,622$3,368,444
Equipment$312,073$579,372$891,445
Other Land Buildings$195,778$137,043$332,821
Land$25,000-$25,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,220,644$10,000▲ $207,925$87,000$2,351,569
2015$2,274,373$2,500▲ $31,771$88,000$2,220,644
2014$2,290,605$2,500▲ $68,268$87,000$2,274,373
2013$501,400$1,606,407▲ $266,170$83,372$2,290,605
2012$483,661-▲ $17,739-$501,400
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael SpencerHead of SchoolFT$159,653$9,083$168,736

Board Members and Trustees

NameTitle
Trustees listing is attachedTrustees
Revenue and Support

Revenue Composition

Contributions and Grants
$376,779
Program Service Revenue
$3,046,680
Investment Income
$121,571
Other Revenue
$93,676
All Other Contributions
$376,779
Change in Net Assets
$6,635

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,305,886
Revenue Not Reported on Financial Statements
$332,820
Revenue Not Reported on Form 990
$368,446
Other Revenue Adjustments
$332,820
Total Revenue per Audited Statements
$3,674,332
Total Revenue per Form 990
$3,638,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,410,643
Other Expenses$888,608
Grants and Similar Amounts Paid$332,820
Total Fundraising Expense$257,294
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,578,396$236,759$157,840$1,972,995
All Other Expenses$209,904$79,803$57,838$347,545
Grants to Domestic Individuals$332,820--$332,820
Depreciation Depletion$160,243$14,244$3,561$178,048
Current Officers, Directors, Trustees, and Key Employees$119,510$17,926$11,951$149,387
Payroll Taxes$118,565$17,785$11,857$148,207
Other Employee Benefits$112,044$16,806$11,204$140,054
Other Expenses$104,007$9,245$2,311$115,563
Fees for Services Accounting-$38,871-$38,871
Insurance$32,944$2,928$732$36,604
Interest-$27,482-$27,482
Information Technology$24,609--$24,609
Office Expenses-$8,180-$8,180
Total Functional Expenses$2,904,748$470,029$257,294$3,632,071

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,632,071
Expenses per Audited Statements$3,299,251
Total Expenses per Audited Statements$3,299,251
Expenses Not Reported on Financial Statements$332,820
Other Expense Adjustments$332,820
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$119,032
Fundraising Direct Expenses$45,719
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$114,473$114,473$20,094$94,379
Art Fundraiser$1,568$1,568$33$1,535
Total Events$119,032$119,032$45,719$73,313
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 - Review of Form 990

“The form 990 is reviewed by the finance committee and distributed to the board of trustees before filing.”

Form 990, Part VI, Section B, Line 12C - Conflict of Interest

“The board of trustees signs a conflict of interest policy each year. The executive committee, as a sub-committee of the board, then monitors any conflict of interest issues if they arise throughout the year. If there is a possible conflict of interest found, the governance committee of the board investigates the issue and ultimately the chair of the board reviews that committee's recommendation as to how to proceed.”

Form 990, Part VI, Section B, Line 15 - Salary Recommendations

“The finance committee of the board, after reviewing statistical data from both the national association of independent schools and the virginia association of independent schools and tidewater region of the virginia association of independent schools, recommends a salary and benefits package for the head of school to the board of trustees and that is voted on within the budgetary process. All other key officers of the school are under the supervision of the head of school who uses both virginia assocation of independent schools data along with more specific tidewater region independent schools as well as local public school districts as a marker for compensation.”

Form 990, Part VI, Section C, Line 19 - Available to Public

“All governing documents are available to the school community. The school community can attend board meetings if they wish but must leave during executive session. We make our financial statements available through our annual report.”

Filing and Contact Details

Filer

Filer Name
The Williams School
EIN
51-0201345
In Care Of
% THE OFFICERS
Phone
7576271383
Address
419 COLONIAL AVENUE, NORFOLK, VA 23507

Signing Officer

Name
Michael Spencer
Title
Head of School
Phone
7576271383
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Spencer
Formed
1976
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
77
Volunteers
120

Preparer

Firm
Bdo USA Llp
Address
150 Boush Street Suite 1100, Norfolk, VA 23510
Preparer
James E Prince III
Phone
7576407190
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 4 - Program Service Accomplishments

“Disciplines so that the children see the connection between what they learn in one subject and study in another.”

3

“No changes were made to the school's oversight of the audit.”

Financial Statement Notes

Part X, line 2 - Exemptions

“The School is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code; except on net income, if any, resulting from unrelated business taxable income. However, the School is required to file income tax returns. Tax years before 2012 are no longer subject to federal or state income tax examinations. Management continually evaluates tax positions reflected in the School's tax filings and does not believe that any material uncertain tax positions exist.”

Part V, line 4 - Endowment funds

“The School's endowment consists of one donor-restricted fund held with the School for the purpose of attracting other donors who wish to support teachers' salaries in perpetuity through gifts to the endowment.”

Part XI and XII, line 4B - Financial Aid

“Financial statments net financial aid with gross tuition. Form 990 reports financial aid on Part IX Statement of Functional Expenses.”

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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE WILLIAMS SCHOOL BUILDS WITH EACH CHILD THE FOUNDATION FOR ACADEMIC, MORAL AND SOCIAL SUCCESS. A WILLIAMS SCHOOL STUDENT EMBODIES CONFIDENCE, DISCIPLINE, INTEGRITY AND A LOVE OF LEARNING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt08105990
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016497
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016497
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt073313
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt073313
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0368446
IRS990/NoncashContributionsAmt01528
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08180
IRS990/OfficeExpensesGrp/TotalAmt08180
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030886
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011204
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016806
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0112044
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0140054
IRS990/OtherExpensesGrp/Desc0ADMISSIONS
IRS990/OtherExpensesGrp/Desc1ATHLETICS
IRS990/OtherExpensesGrp/Desc2EDUC.SUPPL & EXTENDED PROG
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt02311
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09245
IRS990/OtherExpensesGrp/ProgramServicesAmt033183
IRS990/OtherExpensesGrp/ProgramServicesAmt128597
IRS990/OtherExpensesGrp/ProgramServicesAmt249926
IRS990/OtherExpensesGrp/ProgramServicesAmt3104007
IRS990/OtherExpensesGrp/TotalAmt033183
IRS990/OtherExpensesGrp/TotalAmt128597
IRS990/OtherExpensesGrp/TotalAmt249926
IRS990/OtherExpensesGrp/TotalAmt3115563
IRS990/OtherLiabilitiesGrp/BOYAmt031004
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt020363
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IRS990/OtherRevenueTotalAmt020363
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0157840
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0236759
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01578396
IRS990/OtherSalariesAndWagesGrp/TotalAmt01972995
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt011857
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017785
IRS990/PayrollTaxesGrp/ProgramServicesAmt0118565
IRS990/PayrollTaxesGrp/TotalAmt0148207
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01909334
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01919334
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01145110
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01077105
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038871
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018060
IRS990/PrincipalOfficerNm0MICHAEL SPENCER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1EXTENDED DAY PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2TRANSPORTATION
IRS990/ProgramServiceRevenueGrp/Desc3FOOD
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02939122
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt172968
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt224500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt310090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02939122
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt172968
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt224500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt310090
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01187424
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0309292
IRS990/PYInvestmentIncomeAmt096163
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0899749
IRS990/PYOtherRevenueAmt063001
IRS990/PYProgramServiceRevenueAmt03126512
IRS990/PYRevenuesLessExpensesAmt0885957
IRS990/PYSalariesCompEmpBnftPaidAmt02378102
IRS990/PYTotalExpensesAmt03587143
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04473100
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06635
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03046680
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0616026
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0548883
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01875822
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01492622
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03368444
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02220644
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02351569
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0207925
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt087000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02274373
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02220644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031771
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt088000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02290605
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02274373
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068268
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt087000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0501400
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01606407
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02290605
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0266170
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt083372
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0483661
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0501400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017739
IRS990ScheduleD/EquipmentGrp/BookValueAmt0312073
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0579372
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0891445
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0332820
IRS990ScheduleD/ExpensesSubtotalAmt03299251
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt025000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt025000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0368446
IRS990ScheduleD/OtherExpensesNotIncludedAmt0332820
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0195778
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0137043
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0332821
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0332820
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.81620
IRS990ScheduleD/RevenueNotReportedAmt0368446
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0332820
IRS990ScheduleD/RevenueSubtotalAmt03305886
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The School is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code; except on net income, if any, resulting from unrelated business taxable income. However, the School is required to file income tax returns. Tax years before 2012 are no longer subject to federal or state income tax examinations. Management continually evaluates tax positions reflected in the School's tax filings and does not believe that any material uncertain tax positions exist.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The School's endowment consists of one donor-restricted fund held with the School for the purpose of attracting other donors who wish to support teachers' salaries in perpetuity through gifts to the endowment.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Financial statments net financial aid with gross tuition. Form 990 reports financial aid on Part IX Statement of Functional Expenses.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, line 2 - Exemptions
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part V, line 4 - Endowment funds
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI and XII, line 4b - Financial Aid
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.18380
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02408673
IRS990ScheduleD/TotalExpensesPerForm990Amt03632071
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt03638706
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03674332
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03299251
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE POLICY IS PUBLICIZED IN VARIOUS LOCAL ADVERTISING MEDIA.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 3 - Nondiscriminatory policy
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045719

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,941,194
Liabilities
$1,835,204
Net assets
$8,105,990
Revenue
$3,638,706
Expenses
$3,632,071
Net income
$6,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.69$0.89$5.81$3.82$4.38$0.55
2024Detailed filing. Detailed filing data is available for this year.$7.08$0.92$6.16$3.82$4.07$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.88$0.77$6.11$3.17$3.68$0.52
2022Detailed filing. Detailed filing data is available for this year.$7.24$0.84$6.41$3.41$4.21$0.81
2021Detailed filing. Detailed filing data is available for this year.$8.48$0.76$7.71$3.89$3.99$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.81$1.36$7.45$3.21$4.05$0.84
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.51$1.19$8.32$3.86$3.91$0.04
2018Detailed filing. Detailed filing data is available for this year.$9.89$1.58$8.32$3.87$3.75$0.12
2017Detailed filing. Detailed filing data is available for this year.$9.94$1.84$8.11$3.64$3.63$0.01
2016Detailed filing. Detailed filing data is available for this year.$9.77$2.04$7.73$4.47$3.59$0.89
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.13$2.31$6.82$4.88$3.33$1.54
2014Detailed filing. Detailed filing data is available for this year.$7.98$2.40$5.58$4.39$3.37$1.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$2.46$4.14$3.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.62$2.66$3.96$2.92
2011Summary only. Only limited summary data is available for this year.$6.61$2.71$3.90$2.74$2.80$0.06