Civic Intelligence

Westminster School Inc.

990 • Fiscal year 2022 • EIN 54-0795756

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 09, 2023

Organization Profilewww.westminsterschool.com

View Organization Page

3819 Gallows RoadAnnandale, VA 22003-1797

(703) 256-3620

Siviq Scores

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

Liabilities / Assets

70th percentile

0.33x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

65th percentile

0.31x

Higher debt load relative to revenue than 65% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

51st percentile

7.1%

Higher net margin than 51% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

63rd percentile

$153,659

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

10%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$7,024,021

Up $742,920 (+12%) from 2021

Net Assets

Up

$4,716,470

Up $528,738 (+13%) from 2021

Liabilities

Up

$2,307,551

Up $214,182 (+10%) from 2021

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin51st percentile

Revenue

Up

$7,488,716

Up $695,910 (+10%) from 2021

Expenses

Up

$6,959,978

Up $585,481 (+9.2%) from 2021

Net Income

Up

$528,738

Up $110,429 (+26%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$10M$5.0M$0Assets 2012: $8,492,994Liabilities 2012: $2,538,595Net Assets 2012: $5,954,3992012Assets 2013: $7,427,499Liabilities 2013: $2,252,179Net Assets 2013: $5,175,3202013Assets 2014: $6,622,766Liabilities 2014: $2,074,287Net Assets 2014: $4,548,4792014Assets 2015: $6,080,021Liabilities 2015: $2,083,496Net Assets 2015: $3,996,5252015Assets 2016: $5,873,893Liabilities 2016: $2,048,481Net Assets 2016: $3,825,4122016Assets 2017: $5,555,473Liabilities 2017: $2,160,846Net Assets 2017: $3,394,6272017Assets 2018: $5,521,029Liabilities 2018: $2,205,066Net Assets 2018: $3,315,9632018Assets 2019: $5,650,334Liabilities 2019: $2,182,173Net Assets 2019: $3,468,1612019Assets 2020: $5,800,792Liabilities 2020: $2,031,369Net Assets 2020: $3,769,4232020Assets 2021: $6,281,101Liabilities 2021: $2,093,369Net Assets 2021: $4,187,7322021Assets 2022: $7,024,021Liabilities 2022: $2,307,551Net Assets 2022: $4,716,4702022Assets 2023: $7,277,346Liabilities 2023: $2,480,432Net Assets 2023: $4,796,9142023Assets 2024: $7,677,310Liabilities 2024: $2,553,294Net Assets 2024: $5,124,0162024Assets 2025: $9,341,747Liabilities 2025: $3,478,360Net Assets 2025: $5,863,3872025

Highlighted filing

2022

Assets$7,024,021
Liabilities$2,307,551
Net Assets$4,716,470
Open 2022 Filing

Operations Trend

Revenue Growth59th percentile

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

$10M$5.0M$0-$5.0MRevenue 2012: $5,400,950Expenses 2012: $5,830,311Net Income 2012: -$429,3612012Revenue 2013: $5,020,940Expenses 2013: $5,799,950Net Income 2013: -$779,0102013Revenue 2014: $5,487,405Expenses 2014: $6,114,246Net Income 2014: -$626,8412014Revenue 2015: $5,473,944Expenses 2015: $6,025,898Net Income 2015: -$551,9542015Revenue 2016: $5,608,364Expenses 2016: $5,779,477Net Income 2016: -$171,1132016Revenue 2017: $5,845,054Expenses 2017: $6,275,839Net Income 2017: -$430,7852017Revenue 2018: $6,410,757Expenses 2018: $6,489,944Net Income 2018: -$79,1872018Revenue 2019: $6,299,465Expenses 2019: $6,147,267Net Income 2019: $152,1982019Revenue 2020: $6,569,192Expenses 2020: $6,267,930Net Income 2020: $301,2622020Revenue 2021: $6,792,806Expenses 2021: $6,374,497Net Income 2021: $418,3092021Revenue 2022: $7,488,716Expenses 2022: $6,959,978Net Income 2022: $528,7382022Revenue 2023: $7,411,193Expenses 2023: $7,330,749Net Income 2023: $80,4442023Revenue 2024: $8,168,768Expenses 2024: $7,841,666Net Income 2024: $327,1022024Revenue 2025: $8,847,096Expenses 2025: $8,107,725Net Income 2025: $739,3712025

Highlighted filing

2022

Revenue$7,488,716
Expenses$6,959,978
Net Income$528,738
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 9, 2023
Return Version
2021v4.1
Gross Receipts
$7,572,956
Mission and Program Overview

Mission

To provide the opportunity for a superior elementary and middle school education based on exceptionally high curricula and standards.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,010,626$5,337,648▲ $327,022
Savings and Temporary Cash Investments$1,072,800$1,445,214▲ $372,414
Cash and Non-Interest-Bearing Accounts$92,491$119,373▲ $26,882
Prepaid Expenses and Deferred Charges$58,330$77,417▲ $19,087
Accounts Receivable$39,554$44,369▲ $4,815
Pledges and Grants Receivable$7,300$0▼ $7,300
Total Assets$6,281,101$7,024,021▲ $742,920
Liabilities
Deferred Revenue$1,760,448$1,874,220▲ $113,772
Accounts Payable and Accrued Expenses$291,896$361,491▲ $69,595
Other Liabilities$38,011$71,840▲ $33,829
Unsecured Notes Loans Payable$3,014$0▼ $3,014
Total Liabilities$2,093,369$2,307,551▲ $214,182
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,925,278$4,430,551▲ $505,273
Net Assets With Donor Restrictions$262,454$285,919▲ $23,465
Total Net Assets Fund Balance$4,187,732$4,716,470▲ $528,738
Total Liabilities and Net Assets / Fund Balance$6,281,101$7,024,021▲ $742,920

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,280,110$3,447,224$6,727,334
Land$1,484,234-$1,484,234
Other Land Buildings$285,883$537,199$823,082
Equipment$287,421$531,910$819,331
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy SchulerHead of School effective Aug 1, 2021FT$146,000$7,659$153,659
Nancy Schuler--$145,000$8,659$153,659
Ellis H GloverHeadmaster - until July 31, 2021FT$125,526$12,103$137,629
Susan GlazierAssistant Head of SchoolFT$123,698$11,130$134,828
Dolores NelsonBusiness Manager/SecretaryFT$93,543$273$93,816

Board Members and Trustees

NameTitle
Keith FulkChair
Amanda MeadowsTrustee
Jennie WillsTrustee
Karen CourtneyTrustee
Lane NemirowTrustee
Michael TownsendTrustee
Mojan NourbakhshTrustee
Nina BreenTrustee
E Antonio Tony SarrgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$205,232
Program Service Revenue
$6,887,566
Investment Income
$-1,331
Other Revenue
$397,249
All Other Contributions
$168,400
Change in Net Assets
$528,738

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,508,041
Revenue Not Reported on Financial Statements
$-19,325
Revenue Not Reported on Form 990
$-1,675,634
Other Revenue Adjustments
$-19,325
Total Revenue per Audited Statements
$5,832,407
Total Revenue per Form 990
$7,488,716
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,955,783
Grants and Similar Amounts Paid$1,675,634
Other Expenses$1,328,561
Total Fundraising Expense$116,566
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,576,462$434,583$45,761$3,056,806
Grants to Domestic Individuals$1,675,634--$1,675,634
Current Officers, Directors, Trustees, and Key Employees$103,175$172,345$25,380$300,900
Other Employee Benefits$216,760$49,184$5,351$271,295
Office Expenses$209,085$58,754$1,448$269,287
Payroll Taxes$193,184$43,570$5,046$241,800
Occupancy$208,607$29,534$3,187$241,328
Depreciation Depletion$209,464$15,937$2,277$227,678
Advertising$129,883$0$0$129,883
Travel$95,865$3,571$414$99,850
Information Technology$75,790$19,030$2,272$97,092
Pension Plan Contributions$70,857$13,116$1,009$84,982
All Other Expenses$8,177$6,389$23,552$38,118
Fees for Services Other$0$29,563$0$29,563
Fees for Services Legal$0$29,153$0$29,153
Insurance$11,055$2,493$289$13,837
Conferences and Meetings$11,777$0$0$11,777
Other Expenses$7,698$1,736$201$9,635
Interest$1,515$1,515$0$3,030
Total Functional Expenses$5,930,292$913,120$116,566$6,959,978

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,959,978
Total Expenses per Audited Statements$5,303,669
Expenses per Audited Statements$5,284,344
Expenses Not Reported on Financial Statements$1,675,634
Other Expense Adjustments$1,675,634
Expenses Not Reported on Form 990$19,325
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$54,977
Fundraising Gross Income$42,579
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
60th Jubilee$33,531$22,212$8,010$14,202
Class of 2022$16,571$13,440$13,440$0
Total Events$68,461$42,580$36,975$5,605
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Madeleine SchulerHead of School's daughterSalary and benefitsNo$67,985
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital leases payable$71,840
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Westminster School Inc
EIN
54-0795756
Phone
7032563620
Address
3819 Gallows Road, Annandale, VA 22003-1797

Signing Officer

Name
Nancy Schuler
Title
Head of School
Phone
7032563620
Signed
2023-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Schuler
Formed
1962
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
80
Volunteers
50

Preparer

Firm
Hozik & Company PLC
Address
374 Maple Ave E Ste 305, Vienna, VA 22180
Preparer
Corrie Scott
Phone
7032727109
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Form 990 for the school is prepared by an independent audit firm. The Treasurer reviews the forms to be filed.”

Pt VI, Line 12C

“The Board of Trustees has a written Conflict of Interest policy and a copy is given to each Trustee once a year to be read, signed and collected by the Board Secretary and filed for record.”

Pt VI, Line 15A

“The national, state and regional independent school organizations, to which this school is a member, collect statistical data every”

Pt VI, Line 15B

“year including salary and benefit information of key employees. The results are used as comparability data in determining fair salaries: a. The headmaster's salary, auto allowance and expense account are determined by the Executive Committee of the Board of Trustees, with discussion to come to a decision. All other benefits are the same as all other employees of the school. b. The salary for the Business Manager and other key employees is determined using the same comparability data, with annual increases determined as a percentage by the full Board of Trustees.”

Pt VI, Line 19

“These documents are kept in the Business Office and copies are distributed by request.”

Pt XII, Line 2C

“The Treasurer and Business office provide information for the audit. The Finance Committee and full Board review the audited financial statements when completed. The Finance committee approves the auditing firm prior to the audit.”

Financial Statement Notes

Pt XI, Line 2D

“Financial aid”

Pt XII, Line 4B

“Financial aid”

Pt XI, Line 4B

“Special event expenses”

Pt XII, Line 2D

“Special event expenses”

Raw XML AppendixShowing 400 of 624 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0291896
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0361491
IRS990/AccountsReceivableGrp/BOYAmt039554
IRS990/AccountsReceivableGrp/EOYAmt044369
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide the opportunity for a superior elementary and middle school education based on exceptionally high curricula and standards.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt0129883
IRS990/AdvertisingGrp/TotalAmt0129883
IRS990/AllOtherContributionsAmt0168400
IRS990/AllOtherExpensesGrp/FundraisingAmt023552
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06389
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08177
IRS990/AllOtherExpensesGrp/TotalAmt038118
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0The Organization
IRS990/BooksInCareOfDetail/PhoneNum07032563620
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03819 Gallows Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Annandale
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020003
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt092491
IRS990/CashNonInterestBearingGrp/EOYAmt0119373
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt025380
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0172345
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0103175
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0300900
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt011777
IRS990/ConferencesMeetingsGrp/TotalAmt011777
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt036832
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0205232
IRS990/CYGrantsAndSimilarPaidAmt01675634
IRS990/CYInvestmentIncomeAmt0-1331
IRS990/CYOtherExpensesAmt01328561
IRS990/CYOtherRevenueAmt0397249
IRS990/CYProgramServiceRevenueAmt06887566
IRS990/CYRevenuesLessExpensesAmt0528738
IRS990/CYSalariesCompEmpBnftPaidAmt03955783
IRS990/CYTotalExpensesAmt06959978
IRS990/CYTotalFundraisingExpenseAmt0116566
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07488716
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01760448
IRS990/DeferredRevenueGrp/EOYAmt01874220
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt02277
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt015937
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0209464
IRS990/DepreciationDepletionGrp/TotalAmt0227678
IRS990/Desc0Private education program for grades preschool through middle school (8th grade). The School has approximately 225 students.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0262454
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0285919
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt080
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt05930292
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt029153
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt029153
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt029563
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt029563
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt060.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.51
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt012103
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt111130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt27659
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3273
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/PersonNm0Ellis H Glover
IRS990/Form990PartVIISectionAGrp/PersonNm1Susan Glazier
IRS990/Form990PartVIISectionAGrp/PersonNm2Nancy Schuler
IRS990/Form990PartVIISectionAGrp/PersonNm3Dolores Nelson
IRS990/Form990PartVIISectionAGrp/PersonNm4Mojan Nourbakhsh
IRS990/Form990PartVIISectionAGrp/PersonNm5Karen Courtney
IRS990/Form990PartVIISectionAGrp/PersonNm6Nina Breen
IRS990/Form990PartVIISectionAGrp/PersonNm7Michael Townsend
IRS990/Form990PartVIISectionAGrp/PersonNm8Jennie Wills
IRS990/Form990PartVIISectionAGrp/PersonNm9Amanda Meadows
IRS990/Form990PartVIISectionAGrp/PersonNm10Lane Nemirow
IRS990/Form990PartVIISectionAGrp/PersonNm11Keith Fulk
IRS990/Form990PartVIISectionAGrp/PersonNm12E Antonio Tony Sarrge
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0125526
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1123698
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2146000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt393543
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/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/TitleTxt0Headmaster - until July 31, 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt1Assistant Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt2Head of School effective Aug 1, 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt3Business Manager/Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt036832
IRS990/FundraisingDirectExpensesAmt054977
IRS990/FundraisingGrossIncomeAmt042579
IRS990/GainOrLossGrp/OtherAmt0-1420
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt01675634
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01675634
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01675634
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt027843
IRS990/GrossReceiptsAmt07572956
IRS990/GrossRentsGrp/RealAmt08845
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02272
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt019030
IRS990/InformationTechnologyGrp/ProgramServicesAmt075790
IRS990/InformationTechnologyGrp/TotalAmt097092
IRS990/InsuranceGrp/FundraisingAmt0289
IRS990/InsuranceGrp/ManagementAndGeneralAmt02493
IRS990/InsuranceGrp/ProgramServicesAmt011055
IRS990/InsuranceGrp/TotalAmt013837
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt01515
IRS990/InterestGrp/ProgramServicesAmt01515
IRS990/InterestGrp/TotalAmt03030
IRS990/InvestmentIncomeGrp/ExclusionAmt089
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt089
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04516333
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05010626
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05337648
IRS990/LandBldgEquipCostOrOtherBssAmt09853981
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt029263
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide the opportunity for a superior elementary and middle school education based on exceptionally high curricula and standards.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04187732
IRS990/NetAssetsOrFundBalancesEOYAmt04716470
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1420
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1420
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-12398
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-12398
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt08845
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08845
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03925278
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04430551
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt03187
IRS990/OccupancyGrp/ManagementAndGeneralAmt029534
IRS990/OccupancyGrp/ProgramServicesAmt0208607
IRS990/OccupancyGrp/TotalAmt0241328
IRS990/OfficeExpensesGrp/FundraisingAmt01448
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt058754
IRS990/OfficeExpensesGrp/ProgramServicesAmt0209085
IRS990/OfficeExpensesGrp/TotalAmt0269287
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05351
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt049184
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0216760
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0271295
IRS990/OtherExpensesGrp/Desc0Student benefits
IRS990/OtherExpensesGrp/Desc1Athletic expenses
IRS990/OtherExpensesGrp/Desc2Campaign improvements
IRS990/OtherExpensesGrp/Desc3Holiday expenses
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt2379
IRS990/OtherExpensesGrp/FundraisingAmt3201
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22647
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31736
IRS990/OtherExpensesGrp/ProgramServicesAmt080241
IRS990/OtherExpensesGrp/ProgramServicesAmt110270
IRS990/OtherExpensesGrp/ProgramServicesAmt234793
IRS990/OtherExpensesGrp/ProgramServicesAmt37698
IRS990/OtherExpensesGrp/TotalAmt080241
IRS990/OtherExpensesGrp/TotalAmt110270
IRS990/OtherExpensesGrp/TotalAmt237819
IRS990/OtherExpensesGrp/TotalAmt39635
IRS990/OtherLiabilitiesGrp/BOYAmt038011
IRS990/OtherLiabilitiesGrp/EOYAmt071840
IRS990/OtherRevenueMiscGrp/BusinessCd0999999
IRS990/OtherRevenueMiscGrp/Desc0Insurance proceeds
IRS990/OtherRevenueMiscGrp/ExclusionAmt0400802
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0400802
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0400802
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045761
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0434583
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02576462
IRS990/OtherSalariesAndWagesGrp/TotalAmt03056806
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05046
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt043570
IRS990/PayrollTaxesGrp/ProgramServicesAmt0193184
IRS990/PayrollTaxesGrp/TotalAmt0241800
IRS990/PensionPlanContributionsGrp/FundraisingAmt01009
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt013116
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt070857
IRS990/PensionPlanContributionsGrp/TotalAmt084982
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07300
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058330
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt077417
IRS990/PrincipalOfficerNm0Nancy Schuler
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0Tuition and fees
IRS990/ProgramServiceRevenueGrp/Desc1Tutoring/other school related
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06765283
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1122283
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0848608
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01490103
IRS990/PYInvestmentIncomeAmt058
IRS990/PYOtherExpensesAmt01198344
IRS990/PYOtherRevenueAmt0-5938
IRS990/PYProgramServiceRevenueAmt05950078
IRS990/PYRevenuesLessExpensesAmt0418309
IRS990/PYSalariesCompEmpBnftPaidAmt03686050
IRS990/PYTotalExpensesAmt06374497
IRS990/PYTotalRevenueAmt06792806
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0528738
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt08845
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06887566
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01072800
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01445214
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt03280110
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03447224
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06727334
IRS990ScheduleD/EquipmentGrp/BookValueAmt0287421
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0531910
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0819331
IRS990ScheduleD/ExpensesNotReportedAmt019325
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01675634

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,024,021
Liabilities
$2,307,551
Net assets
$4,716,470
Revenue
$7,488,716
Expenses
$6,959,978
Net income
$528,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.34$3.48$5.86$8.85$8.11$0.74
2024Detailed filing. Detailed filing data is available for this year.$7.68$2.55$5.12$8.17$7.84$0.33
2023Detailed filing. Detailed filing data is available for this year.$7.28$2.48$4.80$7.41$7.33$0.08
2022Detailed filing. Detailed filing data is available for this year.$7.02$2.31$4.72$7.49$6.96$0.53
2021Detailed filing. Detailed filing data is available for this year.$6.28$2.09$4.19$6.79$6.37$0.42
2020Detailed filing. Detailed filing data is available for this year.$5.80$2.03$3.77$6.57$6.27$0.30
2019Detailed filing. Detailed filing data is available for this year.$5.65$2.18$3.47$6.30$6.15$0.15
2018Summary only. Only limited summary data is available for this year.$5.52$2.21$3.32$6.41$6.49$0.08
2017Summary only. Only limited summary data is available for this year.$5.56$2.16$3.39$5.85$6.28$0.43
2016Summary only. Only limited summary data is available for this year.$5.87$2.05$3.83$5.61$5.78$0.17
2015Summary only. Only limited summary data is available for this year.$6.08$2.08$4.00$5.47$6.03$0.55
2014Summary only. Only limited summary data is available for this year.$6.62$2.07$4.55$5.49$6.11$0.63
2013Summary only. Only limited summary data is available for this year.$7.43$2.25$5.18$5.02$5.80$0.78
2012Summary only. Only limited summary data is available for this year.$8.49$2.54$5.95$5.40$5.83$0.43