Civic Intelligence

The Williams School

990 • Fiscal year 2018 • EIN 51-0201345

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

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

50th percentile

0.16x

Higher debt load relative to assets than 50% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.41x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

51st percentile

3.1%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

67th percentile

$166,808

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

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

Asset Growth

40th percentile

-0.5%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

57th percentile

6.3%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$9,894,102

Down $47,092 (-0.5%) from 2017

Net Assets

Up

$8,316,937

Up $210,947 (+2.6%) from 2017

Liabilities

Down

$1,577,165

Down $258,039 (-14%) from 2017

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin51st percentile

Revenue

Up

$3,867,542

Up $228,836 (+6.3%) from 2017

Expenses

Up

$3,748,168

Up $116,097 (+3.2%) from 2017

Net Income

Up

$119,374

Up $112,739 (+1699%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2018

Assets$9,894,102
Liabilities$1,577,165
Net Assets$8,316,937
Open 2018 Filing

Operations Trend

Revenue Growth57th 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

2018

Revenue$3,867,542
Expenses$3,748,168
Net Income$119,374
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$6,187,613
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$5,404,630$4,236,262▼ $1,168,368
Land, Buildings, and Equipment, Net$2,408,673$3,673,543▲ $1,264,870
Pledges and Grants Receivable$1,077,105$863,754▼ $213,351
Savings and Temporary Cash Investments$548,883$549,225▲ $342
Cash and Non-Interest-Bearing Accounts$301,489$340,267▲ $38,778
Accounts Receivable$182,354$209,014▲ $26,660
Prepaid Expenses and Deferred Charges$18,060$22,037▲ $3,977
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$9,941,194$9,894,102▼ $47,092
Other Assets Total$0$0→ $0
Liabilities
Tax Exempt Bond Liabilities$973,833$778,552▼ $195,281
Deferred Revenue$716,478$744,913▲ $28,435
Accounts Payable and Accrued Expenses$144,893$53,700▼ $91,193
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$1,835,204$1,577,165▼ $258,039
Net Assets / Fund Balance
Unrestricted Net Assets$2,944,271$3,819,589▲ $875,318
Temporarily Rstr Net Assets$3,242,385$2,578,014▼ $664,371
Permanently Rstr Net Assets$1,919,334$1,919,334→ $0
Total Net Assets Fund Balance$8,105,990$8,316,937▲ $210,947
Total Liabilities and Net Assets / Fund Balance$9,941,194$9,894,102▼ $47,092

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,791,066$1,577,378$3,368,444
Leasehold Improvements$1,489,413$12,517$1,501,930
Equipment$334,970$519,770$854,740
Other Land Buildings$33,094$113,147$146,241
Land$25,000-$25,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,351,569$50,000▲ $141,489$91,000$2,452,058
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
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael SpencerHead of SchoolFT$157,095$9,713$166,808

Board Members and Trustees

NameTitle
Trustees listing is attachedTrustees
Revenue and Support

Revenue Composition

Contributions and Grants
$456,952
Program Service Revenue
$3,154,663
Investment Income
$182,961
Other Revenue
$72,966
All Other Contributions
$456,952
Change in Net Assets
$119,374

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,527,182
Revenue Not Reported on Financial Statements
$340,360
Revenue Not Reported on Form 990
$121,023
Other Revenue Adjustments
$340,360
Total Revenue per Audited Statements
$3,648,205
Total Revenue per Form 990
$3,867,542
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,509,840
Other Expenses$897,968
Grants and Similar Amounts Paid$340,360
Total Fundraising Expense$229,502
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,635,823$245,373$163,582$2,044,778
Grants to Domestic Individuals$340,360--$340,360
All Other Expenses$192,423$119,040$21,700$333,163
Depreciation Depletion$168,266$14,957$3,739$186,962
Other Employee Benefits$126,886$19,033$12,689$158,608
Payroll Taxes$125,655$18,848$12,565$157,068
Current Officers, Directors, Trustees, and Key Employees$119,509$17,926$11,951$149,386
Other Expenses$106,047$9,426$2,357$117,830
Insurance$41,338$3,675$919$45,932
Fees for Services Accounting-$42,339-$42,339
Information Technology$29,183--$29,183
Interest-$14,181-$14,181
Office Expenses-$5,800-$5,800
Total Functional Expenses$3,008,068$510,598$229,502$3,748,168

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,748,168
Total Expenses per Audited Statements$3,437,258
Expenses per Audited Statements$3,407,808
Expenses Not Reported on Financial Statements$340,360
Other Expense Adjustments$340,360
Expenses Not Reported on Form 990$29,450
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$106,164
Fundraising Direct Expenses$33,198
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$95,944$95,944$11,959$83,985
Golf$4,393$4,393$521$3,872
Total Events$106,164$106,164$33,198$72,966
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
Margaret Moore
Title
Head of School
Phone
7576271383
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Moore
Formed
1976
Legal Domicile
Va
Voting Board Members
18
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.”

Form 990, Part XII, Line 2C - Audit Selection

“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 2014 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.”

Part XI and XII, line 2D - Loss on Disposal of Assets

“Financial statements report loss on disposal of assets with operating expenses. Form 990 reports loss on disposal of assets on part viii statement of revenue.”

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IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt029950
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02256923
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt08105990
IRS990/NetAssetsOrFundBalancesEOYAmt08316937
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt081389
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt081389
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt072966
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt072966
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt091573
IRS990/NoncashContributionsAmt011373
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05800
IRS990/OfficeExpensesGrp/TotalAmt05800
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012689
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019033
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0126886
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0158608
IRS990/OtherExpensesGrp/Desc0ADMISSIONS
IRS990/OtherExpensesGrp/Desc1ATHLETICS
IRS990/OtherExpensesGrp/Desc2EDUC.SUPPL & EXTENDED PROG
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt02357
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09426
IRS990/OtherExpensesGrp/ProgramServicesAmt032857
IRS990/OtherExpensesGrp/ProgramServicesAmt123245
IRS990/OtherExpensesGrp/ProgramServicesAmt266476
IRS990/OtherExpensesGrp/ProgramServicesAmt3106047
IRS990/OtherExpensesGrp/TotalAmt032857
IRS990/OtherExpensesGrp/TotalAmt123245
IRS990/OtherExpensesGrp/TotalAmt266476
IRS990/OtherExpensesGrp/TotalAmt3117830
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0163582
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0245373
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01635823
IRS990/OtherSalariesAndWagesGrp/TotalAmt02044778
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt012565
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018848
IRS990/PayrollTaxesGrp/ProgramServicesAmt0125655
IRS990/PayrollTaxesGrp/TotalAmt0157068
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01919334
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01919334
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01077105
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0863754
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018060
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022037
IRS990/PrincipalOfficerNm0MARGARET MOORE
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/RelatedOrExemptFuncIncomeAmt03022841
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt198837
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt220000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt312985
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03022841
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt198837
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt220000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt312985
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0376779
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0332820
IRS990/PYInvestmentIncomeAmt0121571
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0888608
IRS990/PYOtherRevenueAmt093676
IRS990/PYProgramServiceRevenueAmt03046680
IRS990/PYRevenuesLessExpensesAmt06635
IRS990/PYSalariesCompEmpBnftPaidAmt02410643
IRS990/PYTotalExpensesAmt03632071
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03638706
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0119374
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03154663
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0548883
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0549225
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.02040
IRS990ScheduleD/BuildingsGrp/BookValueAmt01791066
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01577378
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03368444
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02351569
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02452058
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0141489
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt091000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02220644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02351569
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0207925
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt087000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02274373
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02220644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031771
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt088000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02290605
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02274373
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068268
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt087000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0501400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01606407
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02290605
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0266170
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt083372
IRS990ScheduleD/EquipmentGrp/BookValueAmt0334970
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0519770
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0854740
IRS990ScheduleD/ExpensesNotReportedAmt029450
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0340360
IRS990ScheduleD/ExpensesSubtotalAmt03407808
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt025000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt025000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01489413
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012517
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01501930
IRS990ScheduleD/NetUnrealizedGainsInvstAmt091573
IRS990ScheduleD/OtherExpensesIncludedAmt029450
IRS990ScheduleD/OtherExpensesNotIncludedAmt0340360
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt033094
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0113147
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0146241
IRS990ScheduleD/OtherRevenueAmt029450
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0340360
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.78270
IRS990ScheduleD/RevenueNotReportedAmt0121023
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0340360
IRS990ScheduleD/RevenueSubtotalAmt03527182
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 2014 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/ExplanationTxt3FINANCIAL STATEMENTS REPORT LOSS ON DISPOSAL OF ASSETS WITH OPERATING EXPENSES. FORM 990 REPORTS LOSS ON DISPOSAL OF ASSETS ON PART VIII STATEMENT OF REVENUE.
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/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XI and XII, line 2d - Loss on Disposal of Assets
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.19690
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03673543
IRS990ScheduleD/TotalExpensesPerForm990Amt03748168
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt03867542
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03648205
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03437258
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,894,102
Liabilities
$1,577,165
Net assets
$8,316,937
Revenue
$3,867,542
Expenses
$3,748,168
Net income
$119,374
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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