Civic Intelligence

North Cross School

990 • Fiscal year 2019 • EIN 54-0699572

Jul 01, 2018 to Jun 30, 2019 • Filed on May 04, 2020

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

39th percentile

0.11x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.15x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

68th percentile

$239,605

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$20,188,327

Up $2,413,057 (+14%) from 2018

Net Assets

Up

$18,009,077

Up $2,108,386 (+13%) from 2018

Liabilities

Up

$2,179,250

Up $304,671 (+16%) from 2018

Revenue

Down

$14,183,345

Down $3,799,013 (-21%) from 2018

Expenses

Up

$12,060,945

Up $1,037,299 (+9.4%) from 2018

Net Income

Down

$2,122,400

Down $4,836,312 (-70%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$20,188,327
Liabilities$2,179,250
Net Assets$18,009,077

Operations Trend

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

2019

Revenue$14,183,345
Expenses$12,060,945
Net Income$2,122,400
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 4, 2020
Return Version
2018v3.1
Gross Receipts
$14,259,999
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$8,816,704$9,403,886▲ $587,182
Pledges and Grants Receivable$5,363,050$6,551,277▲ $1,188,227
Cash and Non-Interest-Bearing Accounts$1,420,243$2,199,926▲ $779,683
Investments Other Securities$1,312,504$1,380,793▲ $68,289
Savings and Temporary Cash Investments$249,044$326,829▲ $77,785
Accounts Receivable$552,409$266,975▼ $285,434
Prepaid Expenses and Deferred Charges$56,366$53,691▼ $2,675
Inventories for Sale or Use$4,950$4,950→ $0
Total Assets$17,775,270$20,188,327▲ $2,413,057
Liabilities
Accounts Payable and Accrued Expenses$666,634$877,156▲ $210,522
Mortgage Notes Payable Secured by Investment Property$381,537$851,313▲ $469,776
Deferred Revenue$709,323$321,722▼ $387,601
Other Liabilities$117,085$129,059▲ $11,974
Total Liabilities$1,874,579$2,179,250▲ $304,671
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,977,425$10,396,770▲ $3,419,345
Unrestricted Net Assets$7,852,121$6,470,618▼ $1,381,503
Permanently Rstr Net Assets$1,071,145$1,141,689▲ $70,544
Total Net Assets Fund Balance$15,900,691$18,009,077▲ $2,108,386
Total Liabilities and Net Assets / Fund Balance$17,775,270$20,188,327▲ $2,413,057

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,771,963$10,170,989$16,942,952
Other Land Buildings$1,998,910$1,829,126$3,828,036
Equipment$245,408$2,711,961$2,957,369
Land$387,605-$387,605
Other Securities$505,946--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,316,714$70,544▲ $51,296-$1,390,554
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christian J Proctor PhdHead of SchoolFT$221,105$18,500$239,605

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson International SchoolStudent Boarding Dormitory416 S JEFFERSON ST, Roanoke, VA 24011$465,565
Balzer & AssociatesArchitecture & Engineering1208 CORPORATE CIRCLE SW, Roanoke, VA 24018$329,468
Southern ConcessionsCafeteria Contractor4254 COLONIAL DRIVE, Roanoke, VA 24018$264,195
Revenue and Support

Revenue Composition

Contributions and Grants
$3,886,639
Program Service Revenue
$10,149,267
Investment Income
$65,310
Other Revenue
$82,129
All Other Contributions
$3,886,639
Change in Net Assets
$2,122,400

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 Traded23$422,304Stock Quote
Total Noncash Contributions23$422,304-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,892,120
Revenue Not Reported on Financial Statements
$2,291,225
Revenue Not Reported on Form 990
$62,640
Other Revenue Adjustments
$2,291,225
Total Revenue per Audited Statements
$11,954,760
Total Revenue per Form 990
$14,183,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,262,901
Other Expenses$3,458,819
Grants and Similar Amounts Paid$2,339,225
Total Fundraising Expense$350,483
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,554,774$1,562,157$259,241$5,376,172
Grants to Domestic Individuals$2,339,225--$2,339,225
Depreciation Depletion$661,679--$661,679
Payroll Taxes$265,576$112,112$19,268$396,956
Other Expenses$353,514$570,402-$353,514
Other Employee Benefits$173,091$83,005$9,496$265,592
Occupancy$62,650$184,594-$247,244
Pension Plan Contributions$146,541$65,638$12,002$224,181
All Other Expenses$124,621-$14,377$138,998
Insurance$505$101,797-$102,302
Office Expenses$53,599$5,187$18,370$77,156
Fees for Services Accounting-$35,850-$35,850
Advertising$884$639$17,729$19,252
Interest$9,370--$9,370
Fees for Services Legal-$707-$707
Total Functional Expenses$8,988,374$2,722,088$350,483$12,060,945

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,060,945
Total Expenses per Audited Statements$9,846,374
Expenses per Audited Statements$9,769,720
Expenses Not Reported on Financial Statements$2,291,225
Other Expense Adjustments$2,291,225
Expenses Not Reported on Form 990$76,654
International Activity

International Summary

Offices
0
Employees
0
Spending
$301,579

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$301,579
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$93,017
Fundraising Direct Expenses$52,543
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala & Big Flea$93,017$93,017$52,543$40,474
Total Events$93,017$93,017$52,543$40,474
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$122,559
Deferred Compensation$6,500
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
Deven Joshi
Title
Asst Head of School-finance and Op
Phone
5409896641
Signed
2020-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deven Joshi
Formed
1944
Legal Domicile
Va
Voting Board Members
18
Independent Board Members
18
Employees
311
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, 2019. 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, 2019 or 2018.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Real property rental expenses shown net of rental income 24,111. Fundraising exp shown net of fundraising revenue 52,543.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Tuition remission shown net on financials 632,466. Financial aid shown net on financials 1,658,759.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising exp shown net of fundraising revenue 52,543. Real property rental expenses shown net of rental income 24,111.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Tuition remission shown net on financials 632,466. Financial aid shown net on financials 1,658,759.

Raw XML AppendixShowing 400 of 709 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0666634
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0877156
IRS990/AccountsReceivableGrp/BOYAmt0552409
IRS990/AccountsReceivableGrp/EOYAmt0266975
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A NON-SECTARIAN, INDEPENDENT, CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, SERVICING GRADES PRE-KINDERGARTEN THROUGH TWELVE.
IRS990/AdvertisingGrp/FundraisingAmt017729
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0639
IRS990/AdvertisingGrp/ProgramServicesAmt0884
IRS990/AdvertisingGrp/TotalAmt019252
IRS990/AllOtherContributionsAmt03886639
IRS990/AllOtherExpensesGrp/FundraisingAmt014377
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0124621
IRS990/AllOtherExpensesGrp/TotalAmt0138998
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DEVEN JOSHI
IRS990/BooksInCareOfDetail/PhoneNum05409896641
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04254 COLONIAL AVE SW
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROANOKE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024018
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01420243
IRS990/CashNonInterestBearingGrp/EOYAmt02199926
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0465565
IRS990/ContractorCompensationGrp/CompensationAmt1329468
IRS990/ContractorCompensationGrp/CompensationAmt2264195
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0416 S JEFFERSON ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11208 CORPORATE CIRCLE SW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt24254 COLONIAL DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ROANOKE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ROANOKE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ROANOKE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd024011
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd124018
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd224018
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0WILSON INTERNATIONAL SCHOOL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BALZER & ASSOCIATES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SOUTHERN CONCESSIONS
IRS990/ContractorCompensationGrp/ServicesDesc0STUDENT BOARDING DORMITORY
IRS990/ContractorCompensationGrp/ServicesDesc1ARCHITECTURE & ENGINEERING
IRS990/ContractorCompensationGrp/ServicesDesc2CAFETERIA CONTRACTOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03886639
IRS990/CYGrantsAndSimilarPaidAmt02339225
IRS990/CYInvestmentIncomeAmt065310
IRS990/CYOtherExpensesAmt03458819
IRS990/CYOtherRevenueAmt082129
IRS990/CYProgramServiceRevenueAmt010149267
IRS990/CYRevenuesLessExpensesAmt02122400
IRS990/CYSalariesCompEmpBnftPaidAmt06262901
IRS990/CYTotalExpensesAmt012060945
IRS990/CYTotalFundraisingExpenseAmt0350483
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014183345
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0709323
IRS990/DeferredRevenueGrp/EOYAmt0321722
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0661679
IRS990/DepreciationDepletionGrp/TotalAmt0661679
IRS990/Desc0INSTRUCTIONAL - FUNDS USED TO PROVIDE COMPREHENSIVE EDUCATIONAL PROGRAMS TO 511 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH TWELFTH, AUXILIARY SERVICES, AND THE CARTER ATHLETIC CENTER FOR THE SCHOOL AND THE PUBLIC.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0311
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt08988374
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt035850
IRS990/FeesForServicesAccountingGrp/TotalAmt035850
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0707
IRS990/FeesForServicesLegalGrp/TotalAmt0707
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1818500
IRS990/Form990PartVIISectionAGrp/PersonNm0FRANK RUSSELL ELLETT
IRS990/Form990PartVIISectionAGrp/PersonNm1TALFOURD H KEMPER JR
IRS990/Form990PartVIISectionAGrp/PersonNm2DR DONNA RS BATZEL
IRS990/Form990PartVIISectionAGrp/PersonNm3SARAH BOXLEY BECK
IRS990/Form990PartVIISectionAGrp/PersonNm4KEVIN S BLOOMFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN D LUGAR
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN BARNEY HAMMOND
IRS990/Form990PartVIISectionAGrp/PersonNm7JOSEPH M HOFF
IRS990/Form990PartVIISectionAGrp/PersonNm8JANET DUNN FRANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm9QUINN GRAEFF
IRS990/Form990PartVIISectionAGrp/PersonNm10ANNE HUFF
IRS990/Form990PartVIISectionAGrp/PersonNm11DR MICHAEL JEREMIAH
IRS990/Form990PartVIISectionAGrp/PersonNm12PAM MOSKAL
IRS990/Form990PartVIISectionAGrp/PersonNm13RANJAN JHA
IRS990/Form990PartVIISectionAGrp/PersonNm14EDWARD M SMITH SR
IRS990/Form990PartVIISectionAGrp/PersonNm15SUSAN K STILL
IRS990/Form990PartVIISectionAGrp/PersonNm16GREGORY M TERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm17R CHRISTOPHER TETER
IRS990/Form990PartVIISectionAGrp/PersonNm18CHRISTIAN J PROCTOR PHD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt18221105
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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01944
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt052543
IRS990/FundraisingGrossIncomeAmt093017
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt02339225
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02339225
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02339225
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt014259999
IRS990/GrossRentsGrp/RealAmt065766
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0101797
IRS990/InsuranceGrp/ProgramServicesAmt0505
IRS990/InsuranceGrp/TotalAmt0102302
IRS990/InterestGrp/ProgramServicesAmt09370
IRS990/InterestGrp/TotalAmt09370
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04950
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04950
IRS990/InvestmentIncomeGrp/ExclusionAmt065310
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt065310
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01312504
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01380793
IRS990/IRPDocumentCnt066
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014712076
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08816704
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09403886
IRS990/LandBldgEquipCostOrOtherBssAmt024115962
IRS990/LegalDomicileStateCd0VA
IRS990/LessRentalExpensesGrp/RealAmt024111
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/BOYAmt0381537
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0851313
IRS990/NetAssetsOrFundBalancesBOYAmt015900691
IRS990/NetAssetsOrFundBalancesEOYAmt018009077
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt040474
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt040474
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt041655
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt041655
IRS990/NetUnrelatedBusTxblIncmAmt0-34985
IRS990/NetUnrlzdGainsLossesInvstAmt0-14014
IRS990/NoncashContributionsAmt0422304
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0184594
IRS990/OccupancyGrp/ProgramServicesAmt062650
IRS990/OccupancyGrp/TotalAmt0247244
IRS990/OfficeExpensesGrp/FundraisingAmt018370
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05187
IRS990/OfficeExpensesGrp/ProgramServicesAmt053599
IRS990/OfficeExpensesGrp/TotalAmt077156
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09496
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt083005
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0173091
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0265592
IRS990/OtherExpensesGrp/Desc0INSTRUCTION & STUDENT A
IRS990/OtherExpensesGrp/Desc1GENERAL & ADMINISTRATIV
IRS990/OtherExpensesGrp/Desc2CARTER ATHLETIC CENTER
IRS990/OtherExpensesGrp/Desc3AUXILLARY SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0570402
IRS990/OtherExpensesGrp/ProgramServicesAmt0713566
IRS990/OtherExpensesGrp/ProgramServicesAmt1528779
IRS990/OtherExpensesGrp/ProgramServicesAmt2353514
IRS990/OtherExpensesGrp/TotalAmt0713566
IRS990/OtherExpensesGrp/TotalAmt1570402
IRS990/OtherExpensesGrp/TotalAmt2528779
IRS990/OtherExpensesGrp/TotalAmt3353514
IRS990/OtherLiabilitiesGrp/BOYAmt0117085
IRS990/OtherLiabilitiesGrp/EOYAmt0129059
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0259241
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01562157
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03554774
IRS990/OtherSalariesAndWagesGrp/TotalAmt05376172
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt019268
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0112112
IRS990/PayrollTaxesGrp/ProgramServicesAmt0265576
IRS990/PayrollTaxesGrp/TotalAmt0396956
IRS990/PensionPlanContributionsGrp/FundraisingAmt012002
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt065638
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0146541
IRS990/PensionPlanContributionsGrp/TotalAmt0224181
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01071145
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01141689
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05363050
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06551277
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt056366
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt053691
IRS990/PrincipalOfficerNm0DEVEN JOSHI
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/RelatedOrExemptFuncIncomeAmt09009278
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1406396
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09009278
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1406396
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2317736
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0317736
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08089657
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01917102
IRS990/PYInvestmentIncomeAmt050206
IRS990/PYOtherExpensesAmt03378627
IRS990/PYOtherRevenueAmt0115551
IRS990/PYProgramServiceRevenueAmt09726944
IRS990/PYRevenuesLessExpensesAmt06958712
IRS990/PYSalariesCompEmpBnftPaidAmt05727917
IRS990/PYTotalExpensesAmt011023646
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017982358
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02122400
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt041655
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09831531
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0249044
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0326829

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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