Civic Intelligence

Saint James School Inc.

990 • Fiscal year 2020 • EIN 52-0591413

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

Organization ProfileWWW.STJAMES.EDU

View Organization Page

17641 College RdHagerstown, MD 21740

(301) 733-9330

Siviq Scores

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

Liabilities / Assets

28th percentile

0.09x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.39x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

61st percentile

8.2%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

29th percentile

$232,952

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

31st percentile

1.2%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-2.8%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$65,031,180

Up $757,266 (+1.2%) from 2019

Net Assets

Up

$59,286,653

Up $948,879 (+1.6%) from 2019

Liabilities

Down

$5,744,527

Down $191,613 (-3.2%) from 2019

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin61st percentile

Revenue

Down

$14,714,350

Down $431,355 (-2.8%) from 2019

Expenses

Down

$13,504,775

Down $251,285 (-1.8%) from 2019

Net Income

Down

$1,209,575

Down $180,070 (-13%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$100M$50M$0Assets 2011: $46,151,888Liabilities 2011: $6,670,136Net Assets 2011: $39,481,7522011Assets 2012: $45,266,227Liabilities 2012: $6,935,288Net Assets 2012: $38,330,9392012Assets 2013: $47,503,697Liabilities 2013: $7,315,395Net Assets 2013: $40,188,3022013Assets 2014: $50,111,386Liabilities 2014: $7,494,566Net Assets 2014: $42,616,8202014Assets 2015: $49,732,127Liabilities 2015: $7,707,246Net Assets 2015: $42,024,8812015Assets 2016: $51,773,799Liabilities 2016: $6,638,861Net Assets 2016: $45,134,9382016Assets 2017: $57,642,264Liabilities 2017: $6,957,839Net Assets 2017: $50,684,4252017Assets 2018: $62,134,406Liabilities 2018: $6,411,844Net Assets 2018: $55,722,5622018Assets 2019: $64,273,914Liabilities 2019: $5,936,140Net Assets 2019: $58,337,7742019Assets 2020: $65,031,180Liabilities 2020: $5,744,527Net Assets 2020: $59,286,6532020Assets 2021: $76,663,098Liabilities 2021: $8,007,958Net Assets 2021: $68,655,1402021Assets 2022: $77,226,869Liabilities 2022: $8,084,916Net Assets 2022: $69,141,9532022Assets 2023: $85,092,924Liabilities 2023: $7,006,648Net Assets 2023: $78,086,2762023Assets 2024: $91,283,304Liabilities 2024: $6,591,625Net Assets 2024: $84,691,6792024

Highlighted filing

2020

Assets$65,031,180
Liabilities$5,744,527
Net Assets$59,286,653
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $9,536,173Expenses 2011: $9,863,577Net Income 2011: -$327,4042011Expenses 2012: $10,436,6112012Expenses 2013: $10,591,1822013Revenue 2014: $11,978,141Expenses 2014: $11,442,273Net Income 2014: $535,8682014Revenue 2015: $15,216,416Expenses 2015: $12,278,819Net Income 2015: $2,937,5972015Revenue 2016: $15,999,625Expenses 2016: $12,834,229Net Income 2016: $3,165,3962016Revenue 2017: $16,609,783Expenses 2017: $12,996,552Net Income 2017: $3,613,2312017Revenue 2018: $17,624,641Expenses 2018: $13,350,577Net Income 2018: $4,274,0642018Revenue 2019: $15,145,705Expenses 2019: $13,756,060Net Income 2019: $1,389,6452019Revenue 2020: $14,714,350Expenses 2020: $13,504,775Net Income 2020: $1,209,5752020Revenue 2021: $13,977,479Expenses 2021: $13,106,765Net Income 2021: $870,7142021Revenue 2022: $20,561,499Expenses 2022: $15,018,208Net Income 2022: $5,543,2912022Revenue 2023: $22,859,864Expenses 2023: $15,716,046Net Income 2023: $7,143,8182023Revenue 2024: $20,719,460Expenses 2024: $16,087,078Net Income 2024: $4,632,3822024

Highlighted filing

2020

Revenue$14,714,350
Expenses$13,504,775
Net Income$1,209,575
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.2
Gross Receipts
$29,443,319
Mission and Program Overview

Mission

To prepare young men and women for academic success in college, and to challenge and inspire them to be leaders for good in the world. We seek to do this within a small and familial residential community which values the moral and spiritual development of our students.

A college preparatory school affiliated with the episcopal church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$34,089,377$34,056,320▼ $33,057
Land, Buildings, and Equipment, Net$21,036,106$23,142,850▲ $2,106,744
Savings and Temporary Cash Investments$4,158,700$3,152,312▼ $1,006,388
Pledges and Grants Receivable$3,186,309$2,872,599▼ $313,710
Cash and Non-Interest-Bearing Accounts$968,266$1,103,913▲ $135,647
Accounts Receivable$173,593$96,971▼ $76,622
Inventories for Sale or Use$107,615$61,002▼ $46,613
Prepaid Expenses and Deferred Charges$63,958$42,273▼ $21,685
Total Assets$64,273,915$65,031,180▲ $757,265
Other Assets Total$489,991$502,940▲ $12,949
Liabilities
Deferred Revenue$3,077,202$3,004,502▼ $72,700
Mortgage Notes Payable Secured by Investment Property$2,437,605$2,192,568▼ $245,037
Accounts Payable and Accrued Expenses$421,333$546,857▲ $125,524
Other Liabilities$0$600▲ $600
Total Liabilities$5,936,140$5,744,527▼ $191,613
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$49,232,776$51,050,841▲ $1,818,065
Net Assets With Donor Restrictions$9,104,999$8,235,812▼ $869,187
Total Net Assets Fund Balance$58,337,775$59,286,653▲ $948,878
Total Liabilities and Net Assets / Fund Balance$64,273,915$65,031,180▲ $757,265

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,238,192$17,848,384$37,086,576
Leasehold Improvements$1,255,143$5,057,825$6,312,968
Equipment$1,012,299$4,383,949$5,396,248
Land$1,542,020-$1,542,020
Other Land Buildings$95,196$729,818$825,014
Other Securities$10,732,656--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$30,089,377$1,227,273▲ $841,855$1,989,274$34,056,320
2018$30,050,332$3,761,203▲ $1,313,962$915,746$30,089,377
2017$22,534,766$541,960▲ $1,664,389$318,912$24,304,105
2016$20,099,957$442,107▲ $2,460,551$362,649$22,534,766
2015$20,944,747-▼ $300,436$423,024$20,099,957
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
The Rev D Stuart DunnanHeadmasterFT$181,119$51,833$232,952
William WivellBusiness ManagerFT$116,097$11,538$127,635

Board Members and Trustees

NameTitle
Geoffrey P PohankaPresident
Tod SalisburyVice Chairman
Adam G ShampaineBoard Member
B Mark DickinsonBoard Member
David HeinBoard Member
David J LudwickBoard Member
Elizabeth DayBoard Member
Eugene T SuttonBoard Member
Gerardo Fernandez MenaBoard Member
John B HokeBoard Member
Joseph S PajerBoard Member
Karen K BeardsleyBoard Member
Maria KarosBoard Member
Mark a FultonBoard Member
Robert G WindsorBoard Member
Sabina G SpicherBoard Member
Stuart E TeachBoard Member
Tao ZhangBoard Member
Ann C DavisSecretary
Dona D YoungTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Lawn LifeField WorkPO BOX 685, Hedgesville, WV 25427$127,980
Revenue and Support

Revenue Composition

Contributions and Grants
$3,356,221
Program Service Revenue
$10,000,155
Investment Income
$1,132,622
Other Revenue
$225,352
All Other Contributions
$3,356,221
Change in Net Assets
$1,209,575

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded33$516,720Fair Market Value
Other Non Cash Contri Table1$25,000Fair Market Value
Total Noncash Contributions34$541,720-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,601,443
Revenue Not Reported on Financial Statements
$112,907
Revenue Not Reported on Form 990
$-227,936
Total Revenue per Audited Statements
$14,373,507
Total Revenue per Form 990
$14,714,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,619,882
Salaries, Compensation, and Employee Benefits$4,687,881
Grants and Similar Amounts Paid$3,197,012
Total Fundraising Expense$535,570
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,196,532$870,975$307,606$3,375,113
Grants to Domestic Individuals$3,197,012--$3,197,012
Depreciation Depletion$1,408,617--$1,408,617
Office Expenses$214,687$227,745$64,792$507,224
Other Employee Benefits$306,894$158,738$19,156$484,788
Occupancy$471,808--$471,808
Current Officers, Directors, Trustees, and Key Employees$288,000--$288,000
Payroll Taxes$184,311$62,567$23,247$270,125
Pension Plan Contributions$154,217$95,908$19,730$269,855
All Other Expenses$69,213$113,232$57,601$240,046
Fees for Service Investment Mgmnt Fees-$112,911-$112,911
Insurance$108,272--$108,272
Other Expenses$106,151$199,441$38,128$106,151
Interest$81,527--$81,527
Travel$36,208$28,280$5,310$69,798
Fees for Services Accounting-$38,300-$38,300
Fees for Services Legal-$21,083-$21,083
Fees for Services Other-$4,093-$4,093
Total Functional Expenses$10,934,431$2,034,774$535,570$13,504,775

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,504,775
Total Expenses per Audited Statements$13,424,629
Expenses per Audited Statements$13,391,868
Expenses Not Reported on Financial Statements$112,907
Expenses Not Reported on Form 990$32,761
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$600

Bond Issues

BondIssuerIssuedIssue PricePurpose
ASandy Spring Bank2016-04-01$3,200,000To be used for project costs, bank fees and cost of issuance.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
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 tax return is prepared by the organization's accounting firm. A copy of the tax return is provided to the business manager for review before filing.”

Form 990, Part VI, Section B, Line 12C

“Each responsible person annually completes a disclosure form identifying any relationships, positions or circumstances in which the responsible person is involved that he or she believes could contribute to a conflict of interest arising. This information is treated as confidential.”

Form 990, Part VI, Section C, Line 19

“The organization provides its governing documents, conflict of interest policy, and financial statements available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Saint James School
EIN
52-0591413
Phone
3017339330
Address
17641 COLLEGE RD, HAGERSTOWN, MD 21740

Signing Officer

Name
William J Wivell
Title
Business Manager
Phone
3017339330
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William J Wivell
Formed
1842
Legal Domicile
Md
Voting Board Members
21
Independent Board Members
20
Employees
135
Volunteers
31

Preparer

Firm
ALBRIGHT CRUMBACKER MOUL & ITELL CPA'S
Address
1110 PROFESSIONAL COURT SUITE 300, HAGERSTOWN, MD 21740
Preparer
R Kert Shipway CPA
Phone
3017395300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's process of obtaining audited financial statements has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The organization complies with asc 740-10 (formerly fin 48), which establishes a threshold for determining when an income tax benefit of a tax position can be recognized. Under asc 740-10, a tax position includes, among other things, (a) a decision not to file a tax return (b) an allocation or a shift of income between jurisdictions (c) the characterization of income or a decision to exclude reporting taxable income in a tax return (d) a decision to classify a transaction, entity, or other position in a tax return as tax exempt and (e) an entity's status, including its status as a tax-exempt not-for-profit entity. Based on its interpretation of the requirements of asc 740-10, management believes that the organization has no uncertain tax positions that qualify for either recognition or disclosure. Accordingly, compliance with this standard had no material effect on the organization's financial statements.”

Raw XML AppendixShowing 400 of 722 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/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2111538
IRS990/Form990PartVIISectionAGrp/PersonNm0THE REV D STUART DUNNAN
IRS990/Form990PartVIISectionAGrp/PersonNm1STUART E TEACH
IRS990/Form990PartVIISectionAGrp/PersonNm2TAO ZHANG
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID HEIN
IRS990/Form990PartVIISectionAGrp/PersonNm4ANN C DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN B HOKE
IRS990/Form990PartVIISectionAGrp/PersonNm6SABINA G SPICHER
IRS990/Form990PartVIISectionAGrp/PersonNm7GEOFFREY P POHANKA
IRS990/Form990PartVIISectionAGrp/PersonNm8ELIZABETH DAY
IRS990/Form990PartVIISectionAGrp/PersonNm9B MARK DICKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK A FULTON
IRS990/Form990PartVIISectionAGrp/PersonNm11EUGENE T SUTTON
IRS990/Form990PartVIISectionAGrp/PersonNm12ADAM G SHAMPAINE
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBERT G WINDSOR
IRS990/Form990PartVIISectionAGrp/PersonNm14KAREN K BEARDSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm15GERARDO FERNANDEZ MENA
IRS990/Form990PartVIISectionAGrp/PersonNm16TOD SALISBURY
IRS990/Form990PartVIISectionAGrp/PersonNm17DONA D YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm18DAVID J LUDWICK
IRS990/Form990PartVIISectionAGrp/PersonNm19MARIA KAROS
IRS990/Form990PartVIISectionAGrp/PersonNm20JOSEPH S PAJER
IRS990/Form990PartVIISectionAGrp/PersonNm21WILLIAM WIVELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0181119
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21116097
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0HEADMASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BUSINESS MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01842
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0454717
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03197012
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03197012
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015183686
IRS990/GrossReceiptsAmt029443319
IRS990/GrossRentsGrp/RealAmt099753
IRS990/GrossSalesOfInventoryAmt057386
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0108272
IRS990/InsuranceGrp/TotalAmt0108272
IRS990/InterestGrp/ProgramServicesAmt081527
IRS990/InterestGrp/TotalAmt081527
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0107615
IRS990/InventoriesForSaleOrUseGrp/EOYAmt061002
IRS990/InvestmentIncomeGrp/ExclusionAmt0677905
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0677905
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt034089377
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt034056320
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt074
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt028019976
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021036106
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023142850
IRS990/LandBldgEquipCostOrOtherBssAmt051162826
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014728969
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PREPARE YOUNG MEN AND WOMEN FOR ACADEMIC SUCCESS IN COLLEGE, AND TO CHALLENGE AND INSPIRE THEM TO BE LEADERS FOR GOOD IN THE WORLD. WE SEEK TO DO THIS WITHIN A SMALL AND FAMILIAL RESIDENTIAL COMMUNITY WHICH VALUES THE MORAL AND SPIRITUAL DEVELOPMENT OF OUR STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02437605
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02192568
IRS990/NetAssetsOrFundBalancesBOYAmt058337775
IRS990/NetAssetsOrFundBalancesEOYAmt059286653
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0454717
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0454717
IRS990/NetIncomeOrLossGrp/ExclusionAmt057386
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt057386
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt099753
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt099753
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-260697
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt049232776
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt051050841
IRS990/NoncashContributionsAmt0541720
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0471808
IRS990/OccupancyGrp/TotalAmt0471808
IRS990/OfficeExpensesGrp/FundraisingAmt064792
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0227745
IRS990/OfficeExpensesGrp/ProgramServicesAmt0214687
IRS990/OfficeExpensesGrp/TotalAmt0507224
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0489991
IRS990/OtherAssetsTotalGrp/EOYAmt0502940
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt019156
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0158738
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0306894
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0484788
IRS990/OtherExpensesGrp/Desc0SERVICES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc2INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc3STUDENT ACTIVITIES
IRS990/OtherExpensesGrp/FundraisingAmt038128
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0101501
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1199441
IRS990/OtherExpensesGrp/ProgramServicesAmt01025360
IRS990/OtherExpensesGrp/ProgramServicesAmt1958171
IRS990/OtherExpensesGrp/ProgramServicesAmt2127451
IRS990/OtherExpensesGrp/ProgramServicesAmt3106151
IRS990/OtherExpensesGrp/TotalAmt01164989
IRS990/OtherExpensesGrp/TotalAmt11157612
IRS990/OtherExpensesGrp/TotalAmt2127451
IRS990/OtherExpensesGrp/TotalAmt3106151
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0600
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE INCOME
IRS990/OtherRevenueMiscGrp/Desc1OTHER PLANT INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt046088
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt122125
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt046088
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt122125
IRS990/OtherRevenueTotalAmt068213
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0307606
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0870975
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02196532
IRS990/OtherSalariesAndWagesGrp/TotalAmt03375113
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt023247
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt062567
IRS990/PayrollTaxesGrp/ProgramServicesAmt0184311
IRS990/PayrollTaxesGrp/TotalAmt0270125
IRS990/PensionPlanContributionsGrp/FundraisingAmt019730
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt095908
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0154217
IRS990/PensionPlanContributionsGrp/TotalAmt0269855
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03186309
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02872599
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt063958
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042273
IRS990/PrincipalOfficerNm0WILLIAM J WIVELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1INSTRUCTIONAL PROGRAMS

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,031,180
Liabilities
$5,744,527
Net assets
$59,286,653
Revenue
$14,714,350
Expenses
$13,504,775
Net income
$1,209,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.3$6.59$84.7$20.7$16.1$4.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.1$7.01$78.1$22.9$15.7$7.14
2022Detailed filing. Detailed filing data is available for this year.$77.2$8.08$69.1$20.6$15.0$5.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.7$8.01$68.7$14.0$13.1$0.87
2020Detailed filing. Detailed filing data is available for this year.$65.0$5.74$59.3$14.7$13.5$1.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.3$5.94$58.3$15.1$13.8$1.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.1$6.41$55.7$17.6$13.4$4.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.6$6.96$50.7$16.6$13.0$3.61
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.8$6.64$45.1$16.0$12.8$3.17
2015Detailed filing. Detailed filing data is available for this year.$49.7$7.71$42.0$15.2$12.3$2.94
2014Detailed filing. Detailed filing data is available for this year.$50.1$7.49$42.6$12.0$11.4$0.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.5$7.32$40.2$10.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.3$6.94$38.3$10.4
2011Summary only. Only limited summary data is available for this year.$46.2$6.67$39.5$9.54$9.86$0.33