Civic Intelligence

The Collegiate School

990T • Fiscal year 2021 • EIN 54-0528203

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 15, 2022

Organization Profilewww.collegiate-va.org

View Organization Page

103 North Mooreland RoadRichmond, VA 23229

(804) 740-7077

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $113,590,809Liabilities 2010: $31,608,874Net Assets 2010: $81,981,9352010Assets 2011: $126,236,375Liabilities 2011: $32,039,973Net Assets 2011: $94,196,4022011Assets 2012: $143,512,822Liabilities 2012: $50,580,056Net Assets 2012: $92,932,7662012Assets 2013: $153,446,854Liabilities 2013: $49,983,878Net Assets 2013: $103,462,9762013Assets 2014: $160,847,577Liabilities 2014: $47,802,884Net Assets 2014: $113,044,6932014Assets 2015: $158,814,830Liabilities 2015: $47,829,038Net Assets 2015: $110,985,7922015Assets 2016: $154,918,511Liabilities 2016: $47,511,216Net Assets 2016: $107,407,2952016Assets 2017: $158,474,889Liabilities 2017: $45,485,609Net Assets 2017: $112,989,2802017Assets 2018: $161,688,287Liabilities 2018: $46,035,086Net Assets 2018: $115,653,2012018Assets 2019: $158,017,644Liabilities 2019: $44,261,162Net Assets 2019: $113,756,4822019Assets 2020: $158,195,585Liabilities 2020: $45,184,553Net Assets 2020: $113,011,0322020Assets 2021: $174,659,421Liabilities 2021: $39,091,944Net Assets 2021: $135,567,4772021Assets 2022: $167,036,679Liabilities 2022: $38,702,884Net Assets 2022: $128,333,7952022Assets 2023: $170,914,242Liabilities 2023: $35,923,532Net Assets 2023: $134,990,7102023Assets 2024: $177,169,569Liabilities 2024: $35,066,361Net Assets 2024: $142,103,2082024

Latest loaded filing

2024

Assets$177,169,569
Liabilities$35,066,361
Net Assets$142,103,208
Open 2024 Filing

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $35,057,3062010Revenue 2011: $42,964,708Expenses 2011: $38,434,995Net Income 2011: $4,529,7132011Revenue 2012: $42,008,682Expenses 2012: $43,410,168Net Income 2012: -$1,401,4862012Expenses 2013: $43,098,2302013Revenue 2014: $47,815,238Expenses 2014: $46,327,699Net Income 2014: $1,487,5392014Revenue 2015: $46,386,528Expenses 2015: $48,673,840Net Income 2015: -$2,287,3122015Revenue 2016: $48,789,060Expenses 2016: $49,689,723Net Income 2016: -$900,6632016Revenue 2017: $50,892,685Expenses 2017: $51,238,604Net Income 2017: -$345,9192017Revenue 2018: $49,712,193Expenses 2018: $52,823,594Net Income 2018: -$3,111,4012018Revenue 2019: $61,894,185Expenses 2019: $53,511,575Net Income 2019: $8,382,6102019Revenue 2020: $59,848,503Expenses 2020: $52,081,252Net Income 2020: $7,767,2512020Revenue 2021: $56,498,042Expenses 2021: $51,866,640Net Income 2021: $4,631,4022021Revenue 2022: $56,461,379Expenses 2022: $56,342,224Net Income 2022: $119,1552022Revenue 2023: $64,649,067Expenses 2023: $58,205,600Net Income 2023: $6,443,4672023Revenue 2024: $64,097,210Expenses 2024: $61,145,741Net Income 2024: $2,951,4692024

Latest loaded filing

2024

Revenue$64,097,210
Expenses$61,145,741
Net Income$2,951,469
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 15, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

To create a diverse and inclusive community of learners committed to a challenging and supportive educational experience that will foster the intellectual, moral, emotional, and physical development of each student.

Filing and Contact Details

Filer

Filer Name
The Collegiate School
EIN
54-0528203
Phone
8047407077
Address
103 NORTH MOORELAND ROAD, RICHMOND, VA 23229

Signing Officer

Name
Phyllis Palmiero
Title
CFO & COO
Phone
8047419799
Signed
2022-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
200 SOUTH 10TH ST STE 900, RICHMOND, VA 23219
Preparer
Amanda Adams
Phone
8046735700
Raw XML Appendix108 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0111990
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt030246
IRS1120ScheduleD/Form4797GainOrLossAmt035576
IRS1120ScheduleD/NetCapitalGainAmt081744
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt081744
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt030246
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt046168
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt030246
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt023961
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt122207
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0THE RICHMOND FUND, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1MAKENA CAPITAL SPLITTER X, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt046168
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt03899
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt126347
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0THE RICHMOND FUND, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1MAKENA CAPITAL SPLITTER X, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt030246
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0PHYLLIS PALMIERO CFO COO
IRS990T/BooksInCareOfDetail/PhoneNum08047419799
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0103 NORTH MOORELAND ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd023229
IRS990T/BookValueAssetsEOYAmt0174659421
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0111990
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt05840
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0772
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt06612
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-166132
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-54142
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-54142
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-60754
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-60754
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-60754
IRS990T/TotalUBTIBeforeSection199AAmt0-60754
IRS990T/TotalUBTIComputedAmt0-60754
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHYLLIS PALMIERO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO & COO
ReturnHeader/BusinessOfficerGrp/PhoneNum08047419799
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COLLEGIATE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0540528203
ReturnHeader/Filer/PhoneNum08047407077
ReturnHeader/Filer/USAddress/AddressLine1Txt0103 NORTH MOORELAND ROAD
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023229
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 SOUTH 10TH ST STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023219
ReturnHeader/PreparerPersonGrp/PhoneNum08046735700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA ADAMS
ReturnHeader/ReturnTs02022-05-12T15:09:10-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHYLLIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PALMIERO
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$177$35.1$142$64.1$61.1$2.95
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$171$35.9$135$64.6$58.2$6.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$167$38.7$128$56.5$56.3$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$175$39.1$136$56.5$51.9$4.63
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$158$45.2$113$59.8$52.1$7.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$158$44.3$114$61.9$53.5$8.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$162$46.0$116$49.7$52.8$3.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$158$45.5$113$50.9$51.2$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$155$47.5$107$48.8$49.7$0.90
2015Detailed filing. Detailed filing data is available for this year.$159$47.8$111$46.4$48.7$2.29
2014Detailed filing. Detailed filing data is available for this year.$161$47.8$113$47.8$46.3$1.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$153$50.0$103$43.1
2012Summary only. Only limited summary data is available for this year.$144$50.6$92.9$42.0$43.4$1.40
2011Summary only. Only limited summary data is available for this year.$126$32.0$94.2$43.0$38.4$4.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$31.6$82.0$35.1