Civic Intelligence

North Cross School

990 • Fiscal year 2018 • EIN 54-0699572

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization ProfileWWW.NORTHCROSS.ORG

View Organization Page

4254 Colonial Ave SWRoanoke, VA 24018

(540) 989-6641

Siviq Scores

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

Liabilities / Assets

37th percentile

0.11x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.10x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

70th percentile

$245,219

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

95th percentile

62%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

78%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$17,775,270

Up $6,827,688 (+62%) from 2017

Net Assets

Up

$15,900,691

Up $6,996,203 (+79%) from 2017

Liabilities

Down

$1,874,579

Down $168,515 (-8.2%) from 2017

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin87th percentile

Revenue

Up

$17,982,358

Up $7,874,715 (+78%) from 2017

Expenses

Up

$11,023,646

Up $596,542 (+5.7%) from 2017

Net Income

Up

$6,958,712

Up $7,278,173 (+2278%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$30M$20M$10M$0Assets 2010: $19,077,765Liabilities 2010: $8,840,078Net Assets 2010: $10,237,6872010Assets 2011: $11,446,381Liabilities 2011: $1,873,592Net Assets 2011: $9,572,7892011Assets 2012: $11,617,440Liabilities 2012: $1,768,336Net Assets 2012: $9,849,1042012Assets 2013: $12,002,038Liabilities 2013: $1,955,361Net Assets 2013: $10,046,6772013Assets 2014: $11,173,688Liabilities 2014: $1,699,517Net Assets 2014: $9,474,1712014Assets 2015: $10,953,766Liabilities 2015: $1,704,365Net Assets 2015: $9,249,4012015Assets 2016: $11,128,256Liabilities 2016: $1,971,965Net Assets 2016: $9,156,2912016Assets 2017: $10,947,582Liabilities 2017: $2,043,094Net Assets 2017: $8,904,4882017Assets 2018: $17,775,270Liabilities 2018: $1,874,579Net Assets 2018: $15,900,6912018Assets 2019: $20,188,327Liabilities 2019: $2,179,250Net Assets 2019: $18,009,0772019Assets 2020: $25,415,430Liabilities 2020: $7,393,015Net Assets 2020: $18,022,4152020Assets 2021: $29,476,514Liabilities 2021: $8,739,397Net Assets 2021: $20,737,1172021Assets 2022: $27,222,167Liabilities 2022: $6,993,010Net Assets 2022: $20,229,1572022Assets 2023: $25,906,876Liabilities 2023: $5,589,392Net Assets 2023: $20,317,4842023Assets 2024: $26,553,120Liabilities 2024: $4,477,405Net Assets 2024: $22,075,7152024

Highlighted filing

2018

Assets$17,775,270
Liabilities$1,874,579
Net Assets$15,900,691
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,643,9212010Expenses 2011: $8,303,2212011Expenses 2012: $6,682,7332012Expenses 2013: $8,174,5242013Revenue 2014: $8,277,930Expenses 2014: $8,888,834Net Income 2014: -$610,9042014Revenue 2015: $9,040,786Expenses 2015: $9,250,752Net Income 2015: -$209,9662015Revenue 2016: $9,525,306Expenses 2016: $9,607,866Net Income 2016: -$82,5602016Revenue 2017: $10,107,643Expenses 2017: $10,427,104Net Income 2017: -$319,4612017Revenue 2018: $17,982,358Expenses 2018: $11,023,646Net Income 2018: $6,958,7122018Revenue 2019: $14,183,345Expenses 2019: $12,060,945Net Income 2019: $2,122,4002019Revenue 2020: $11,830,325Expenses 2020: $11,988,575Net Income 2020: -$158,2502020Revenue 2021: $14,280,358Expenses 2021: $11,839,164Net Income 2021: $2,441,1942021Revenue 2022: $13,034,848Expenses 2022: $13,219,901Net Income 2022: -$185,0532022Revenue 2023: $14,452,163Expenses 2023: $14,405,631Net Income 2023: $46,5322023Revenue 2024: $17,059,582Expenses 2024: $15,525,726Net Income 2024: $1,533,8562024

Highlighted filing

2018

Revenue$17,982,358
Expenses$11,023,646
Net Income$6,958,712
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$18,038,757
Mission and Program Overview

Mission

A non-sectarian, independent, co-educational college preparatory day school, servicing grades pre-kindergarten through twelve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,849,807$8,816,704▼ $33,103
Pledges and Grants Receivable$12,350$5,363,050▲ $5,350,700
Cash and Non-Interest-Bearing Accounts$29,207$1,420,243▲ $1,391,036
Investments Other Securities$1,163,692$1,312,504▲ $148,812
Accounts Receivable$223,632$552,409▲ $328,777
Savings and Temporary Cash Investments$549,650$249,044▼ $300,606
Prepaid Expenses and Deferred Charges$108,065$56,366▼ $51,699
Inventories for Sale or Use$11,179$4,950▼ $6,229
Total Assets$10,947,582$17,775,270▲ $6,827,688
Liabilities
Deferred Revenue$676,124$709,323▲ $33,199
Accounts Payable and Accrued Expenses$589,972$666,634▲ $76,662
Mortgage Notes Payable Secured by Investment Property$722,860$381,537▼ $341,323
Other Liabilities$54,138$117,085▲ $62,947
Total Liabilities$2,043,094$1,874,579▼ $168,515
Net Assets / Fund Balance
Unrestricted Net Assets$7,601,440$7,852,121▲ $250,681
Temporarily Rstr Net Assets$321,794$6,977,425▲ $6,655,631
Permanently Rstr Net Assets$981,254$1,071,145▲ $89,891
Total Net Assets Fund Balance$8,904,488$15,900,691▲ $6,996,203
Total Liabilities and Net Assets / Fund Balance$10,947,582$17,775,270▲ $6,827,688

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,174,781$9,736,597$16,911,378
Equipment$248,117$2,595,057$2,843,174
Other Land Buildings$1,006,201$1,718,743$2,724,944
Land$387,605-$387,605
Other Securities$499,602--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,180,167$89,891▲ $88,941-$1,316,714
2016$1,070,956$49,457▲ $100,769-$1,180,167
2015$1,029,995$96,465▼ $11,915-$1,070,956
2014$1,023,941$52,086▼ $4,873-$1,029,995
2013$878,636$7,240▲ $34,019-$1,023,941
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christian J Procter PhdHead of SchoolFT$183,681$61,538$245,219
Karen ListAssociate HeadFT$110,503$5,105$115,608

Board Members and Trustees

NameTitle
Frank Russell EllettChair
Talfourd H Kemper JrVice Chair
DR CAROLYN L H'DOUBLERTrustee
Dr Donna Rs BatzelTrustee
Dr Michael JeremiahTrustee
Edward M Smith SrTrustee
Gregory M TerrillTrustee
Janet Dunn FrantzTrustee
John Barnett HammondTrustee
Kevin S BloomfieldTrustee
Lori Baker-lloydTrustee
Mary Lynn WrightTrustee
Pam MoskalTrustee
Quinn GraeffTrustee
R Christopher TeterTrustee
Ranjan JhaTrustee
Roberto H RobinsonTrustee
Sarah Tune DohertyTrustee
Susan K StillTrustee
William FarrellTrustee
Sarah Boxley BeckSecretary
Allen B WhittleTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Southern ConcessionsCafeteria Contractor4254 COLONIAL DRIVE, Roanoke, VA 24018$282,251
Balzer & AssociatesArchitecture & Engineering1208 CORPORATE CIRCLE SW, Roanoke, VA 24018$101,379
Revenue and Support

Revenue Composition

Contributions and Grants
$8,089,657
Program Service Revenue
$9,726,944
Investment Income
$50,206
Other Revenue
$115,551
All Other Contributions
$8,088,707
Change in Net Assets
$6,958,712

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 Traded26$900,746Stock Quote
Total Noncash Contributions26$900,746-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,727,917
Other Expenses$3,378,627
Grants and Similar Amounts Paid$1,917,102
Total Fundraising Expense$314,262
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,422,016$189,609$227,222$4,838,847
Grants to Domestic Individuals$1,917,102--$1,917,102
Depreciation Depletion$616,484--$616,484
Other Expenses$369,819$562,662-$369,819
Payroll Taxes$329,347$14,392$16,930$360,669
Other Employee Benefits$316,039$5,428$9,625$331,092
Occupancy$250,532--$250,532
All Other Expenses$187,622-$23,757$211,379
Pension Plan Contributions$177,705$9,360$10,244$197,309
Insurance$100,537--$100,537
Office Expenses$44,185--$44,185
Fees for Services Accounting-$37,200-$37,200
Advertising--$26,484$26,484
Interest$9,302--$9,302
Fees for Services Legal-$2,355-$2,355
Total Functional Expenses$9,888,378$821,006$314,262$11,023,646
International Activity

International Summary

Offices
0
Employees
0
Spending
$212,515

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,EducationTeaching00$212,515
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$101,056
Fundraising Direct Expenses$34,389
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Gala$102,006$101,056$34,389$66,667
Total Events$102,006$101,056$34,389$66,667
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits Held for Others$92,085
Deferred Compensation$25,000
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Susan still, a board member, is also the ceo of hometown bank, which the school has a business relationship with.”

Form 990, Part VI, Section B, Line 11B

“The associate head of school for finance and operations, headmaster, and finance committee reviews the return. Once the audit committe approves the return, the rest of the board reviews it prior to filing.”

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

“The associate head of school for finance and operations is aware of all business transactions and monitors them closely for any conflicts. The conflict of interest policy is approved by the board. Any arising conflict is handled in accordance to procedure outlined in the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“The headmaster's salary is determined by salary comparisons from vais and nais for the national average and approved by the board. The associate head of school for finance and operations and headmaster then start the budget process in november. They start with several salary increase scenarios and determine which of the percentages the organization can afford. A meeting is held with the finance committee for initial review in december. Contracts are sent out with increases in february. New hire salaries are determined by the headmaster. Comparisons are used from vais and nais for national average comparisons.”

Form 990, Part VI, Section C, Line 19

“The employee handbook, posted on the website, details all policies. Financial statements are reviewed by the finance committee, then distributed to the board. The organization's financial statements, conflict of interest policies, and governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
North Cross School
EIN
54-0699572
Phone
5409896641
Address
4254 COLONIAL AVE SW, ROANOKE, VA 24018

Signing Officer

Name
Karen M List
Title
Associate Head of School
Phone
5409896641
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen M List
Formed
1944
Legal Domicile
Va
Voting Board Members
22
Independent Board Members
22
Employees
321
Volunteers
103

Preparer

Firm
Brown Edwards & Company Llp
Address
319 MCCLANAHAN STREET SW, ROANOKE, VA 24014
Preparer
Melissa Stanley
Phone
5403450936
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed either the oversight or selection process for the tax year.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used for scholarships and faculty enrichment.”

PART X, LINE 2:

“The school is exempt from federal income tax under section 501(c)(3) of the internal revenue code. Management has evaluated the effect of guidance provided by gaap in accounting for uncertainty in income taxes. Management believes that the school continues to satisfy the requirements of a tax-exempt organization at june 30, 2018. Management has evaluated all other tax positions that could have a significant effect on the financial statements and determined the school had no uncertain income tax positions at june 30, 2018 or 2017.”

Raw XML AppendixShowing 400 of 704 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/ActivityOrMissionDesc0A NON-SECTARIAN, INDEPENDENT, CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, SERVICING GRADES PRE-KINDERGARTEN THROUGH TWELVE.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt235105
IRS990/Form990PartVIISectionAGrp/PersonNm0FRANK RUSSELL ELLETT
IRS990/Form990PartVIISectionAGrp/PersonNm1TALFOURD H KEMPER JR
IRS990/Form990PartVIISectionAGrp/PersonNm2LORI BAKER-LLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm3ALLEN B WHITTLE
IRS990/Form990PartVIISectionAGrp/PersonNm4DR DONNA RS BATZEL
IRS990/Form990PartVIISectionAGrp/PersonNm5SARAH BOXLEY BECK
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN S BLOOMFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm7SARAH TUNE DOHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN BARNETT HAMMOND
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM FARRELL
IRS990/Form990PartVIISectionAGrp/PersonNm10JANET DUNN FRANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm11QUINN GRAEFF
IRS990/Form990PartVIISectionAGrp/PersonNm12DR CAROLYN L H'DOUBLER
IRS990/Form990PartVIISectionAGrp/PersonNm13DR MICHAEL JEREMIAH
IRS990/Form990PartVIISectionAGrp/PersonNm14PAM MOSKAL
IRS990/Form990PartVIISectionAGrp/PersonNm15RANJAN JHA
IRS990/Form990PartVIISectionAGrp/PersonNm16EDWARD M SMITH SR
IRS990/Form990PartVIISectionAGrp/PersonNm17SUSAN K STILL
IRS990/Form990PartVIISectionAGrp/PersonNm18GREGORY M TERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm19MARY LYNN WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm20ROBERTO H ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm21R CHRISTOPHER TETER
IRS990/Form990PartVIISectionAGrp/PersonNm22CHRISTIAN J PROCTER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm23KAREN LIST
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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/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22183681
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23110503
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASSOCIATE HEAD
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01944
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0950
IRS990/FundraisingDirectExpensesAmt034389
IRS990/FundraisingGrossIncomeAmt0101056
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt01917102
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01917102
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01917102
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt018038757
IRS990/GrossRentsGrp/RealAmt070894
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0100537
IRS990/InsuranceGrp/TotalAmt0100537
IRS990/InterestGrp/ProgramServicesAmt09302
IRS990/InterestGrp/TotalAmt09302
IRS990/InventoriesForSaleOrUseGrp/BOYAmt011179
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04950
IRS990/InvestmentIncomeGrp/ExclusionAmt050206
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050206
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01163692
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01312504
IRS990/IRPDocumentCnt064
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014050397
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08849807
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08816704
IRS990/LandBldgEquipCostOrOtherBssAmt022867101
IRS990/LegalDomicileStateCd0VA
IRS990/LessRentalExpensesGrp/RealAmt022010
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A NON-SECTARIAN, INDEPENDENT, CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, SERVICING GRADES PRE-KINDERGARTEN THROUGH TWELVE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0722860
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0381537
IRS990/NetAssetsOrFundBalancesBOYAmt08904488
IRS990/NetAssetsOrFundBalancesEOYAmt015900691
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt066667
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt066667
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt048884
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt048884
IRS990/NetUnrelatedBusTxblIncmAmt0-2879
IRS990/NetUnrlzdGainsLossesInvstAmt037491
IRS990/NoncashContributionsAmt0900746
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0250532
IRS990/OccupancyGrp/TotalAmt0250532
IRS990/OfficeExpensesGrp/ProgramServicesAmt044185
IRS990/OfficeExpensesGrp/TotalAmt044185
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09625
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05428
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0316039
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0331092
IRS990/OtherExpensesGrp/Desc0INSTRUCTION & STUDENT A
IRS990/OtherExpensesGrp/Desc1GENERAL & ADMINISTRATIV
IRS990/OtherExpensesGrp/Desc2CARTER ATHLETIC CENTER
IRS990/OtherExpensesGrp/Desc3AUXILLARY SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0562662
IRS990/OtherExpensesGrp/ProgramServicesAmt0641422
IRS990/OtherExpensesGrp/ProgramServicesAmt1506266
IRS990/OtherExpensesGrp/ProgramServicesAmt2369819
IRS990/OtherExpensesGrp/TotalAmt0641422
IRS990/OtherExpensesGrp/TotalAmt1562662
IRS990/OtherExpensesGrp/TotalAmt2506266
IRS990/OtherExpensesGrp/TotalAmt3369819
IRS990/OtherLiabilitiesGrp/BOYAmt054138
IRS990/OtherLiabilitiesGrp/EOYAmt0117085
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0227222
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0189609
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04422016
IRS990/OtherSalariesAndWagesGrp/TotalAmt04838847
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016930
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014392
IRS990/PayrollTaxesGrp/ProgramServicesAmt0329347
IRS990/PayrollTaxesGrp/TotalAmt0360669
IRS990/PensionPlanContributionsGrp/FundraisingAmt010244
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09360
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0177705
IRS990/PensionPlanContributionsGrp/TotalAmt0197309
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0981254
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01071145
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012350
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05363050
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0108065
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056366
IRS990/PrincipalOfficerNm0KAREN M LIST
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/BusinessCd2713940
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILLARY SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2CARTER ATHLETIC CENTER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08609052
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1378216
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08609052
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1378216
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2338601
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0338601
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0597172
IRS990/PYExcessBenefitTransInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$17,775,270
Liabilities
$1,874,579
Net assets
$15,900,691
Revenue
$17,982,358
Expenses
$11,023,646
Net income
$6,958,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.6$4.48$22.1$17.1$15.5$1.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$5.59$20.3$14.5$14.4$0.05
2022Detailed filing. Detailed filing data is available for this year.$27.2$6.99$20.2$13.0$13.2$0.19
2021Detailed filing. Detailed filing data is available for this year.$29.5$8.74$20.7$14.3$11.8$2.44
2020Detailed filing. Detailed filing data is available for this year.$25.4$7.39$18.0$11.8$12.0$0.16
2019Detailed filing. Detailed filing data is available for this year.$20.2$2.18$18.0$14.2$12.1$2.12
2018Detailed filing. Detailed filing data is available for this year.$17.8$1.87$15.9$18.0$11.0$6.96
2017Detailed filing. Detailed filing data is available for this year.$10.9$2.04$8.90$10.1$10.4$0.32
2016Detailed filing. Detailed filing data is available for this year.$11.1$1.97$9.16$9.53$9.61$0.08
2015Detailed filing. Detailed filing data is available for this year.$11.0$1.70$9.25$9.04$9.25$0.21
2014Detailed filing. Detailed filing data is available for this year.$11.2$1.70$9.47$8.28$8.89$0.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$1.96$10.0$8.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$1.77$9.85$6.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$1.87$9.57$8.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$8.84$10.2$9.64