Civic Intelligence

Wakefield School Inc.

990 • Fiscal year 2014 • EIN 54-1096344

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileWWW.WAKEFIELDSCHOOL.ORG

View Organization Page

PO Box 10720198

(540) 253-5393

Siviq Scores

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

Liabilities / Assets

80th percentile

0.66x

Higher debt load relative to assets than 80% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

1.51x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

61st percentile

6.2%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

67th percentile

$224,593

Higher top officer pay than 67% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

42nd percentile

1.5%

Faster asset growth than 42% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

41st percentile

1.7%

Faster revenue growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$24,816,525

Up $371,522 (+1.5%) from 2013

Net Assets

Up

$8,396,912

Up $1,245,035 (+17%) from 2013

Liabilities

Down

$16,419,613

Down $873,513 (-5.1%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin61st percentile

Revenue

$10,882,189

No earlier filing loaded for comparison.

Expenses

Down

$10,212,352

Down $370,013 (-3.5%) from 2013

Net Income

$669,837

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$30M$20M$10M$0Assets 2011: $24,705,020Liabilities 2011: $17,947,738Net Assets 2011: $6,757,2822011Assets 2012: $24,618,269Liabilities 2012: $18,143,787Net Assets 2012: $6,474,4822012Assets 2013: $24,445,003Liabilities 2013: $17,293,126Net Assets 2013: $7,151,8772013Assets 2014: $24,816,525Liabilities 2014: $16,419,613Net Assets 2014: $8,396,9122014Assets 2015: $24,218,902Liabilities 2015: $15,722,841Net Assets 2015: $8,496,0612015Assets 2016: $24,382,106Liabilities 2016: $15,446,049Net Assets 2016: $8,936,0572016Assets 2017: $24,012,922Liabilities 2017: $14,585,721Net Assets 2017: $9,427,2012017Assets 2018: $20,429,842Liabilities 2018: $11,366,584Net Assets 2018: $9,063,2582018Assets 2019: $19,772,765Liabilities 2019: $11,011,423Net Assets 2019: $8,761,3422019Assets 2020: $19,693,970Liabilities 2020: $11,108,448Net Assets 2020: $8,585,5222020Assets 2021: $21,347,789Liabilities 2021: $11,117,316Net Assets 2021: $10,230,4732021Assets 2022: $21,121,136Liabilities 2022: $10,316,082Net Assets 2022: $10,805,0542022Assets 2023: $20,507,313Liabilities 2023: $9,688,581Net Assets 2023: $10,818,7322023Assets 2024: $19,822,599Liabilities 2024: $9,409,607Net Assets 2024: $10,412,9922024

Highlighted filing

2014

Assets$24,816,525
Liabilities$16,419,613
Net Assets$8,396,912
Open 2014 Filing

Operations Trend

Revenue Growth41st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $10,337,929Expenses 2011: $10,355,819Net Income 2011: -$17,8902011Expenses 2012: $10,704,4302012Expenses 2013: $10,582,3652013Revenue 2014: $10,882,189Expenses 2014: $10,212,352Net Income 2014: $669,8372014Revenue 2015: $9,732,660Expenses 2015: $9,838,521Net Income 2015: -$105,8612015Revenue 2016: $10,010,165Expenses 2016: $9,761,263Net Income 2016: $248,9022016Revenue 2017: $10,009,218Expenses 2017: $9,918,887Net Income 2017: $90,3312017Revenue 2018: $10,518,306Expenses 2018: $10,506,802Net Income 2018: $11,5042018Revenue 2019: $10,036,675Expenses 2019: $10,370,321Net Income 2019: -$333,6462019Revenue 2020: $9,572,700Expenses 2020: $9,716,578Net Income 2020: -$143,8782020Revenue 2021: $12,268,956Expenses 2021: $10,796,911Net Income 2021: $1,472,0452021Revenue 2022: $12,570,122Expenses 2022: $12,145,186Net Income 2022: $424,9362022Revenue 2023: $12,516,762Expenses 2023: $12,570,650Net Income 2023: -$53,8882023Revenue 2024: $12,669,250Expenses 2024: $13,182,196Net Income 2024: -$512,9462024

Highlighted filing

2014

Revenue$10,882,189
Expenses$10,212,352
Net Income$669,837
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$11,056,725
Mission and Program Overview

Mission

The school provides a private nonsectarin school of instruction for children in junior kndergarten through grade 12.

To provide a school of instruction.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$19,275,376$18,849,430▼ $425,946
Investments in Publicly Traded Securities$2,609,084$3,140,401▲ $531,317
Savings and Temporary Cash Investments$1,525,492$1,668,843▲ $143,351
Pledges and Grants Receivable$297,218$515,637▲ $218,419
Prepaid Expenses and Deferred Charges$156,867$135,566▼ $21,301
Cash and Non-Interest-Bearing Accounts$148,438$108,975▼ $39,463
Accounts Receivable$88,060$83,147▼ $4,913
Total Assets$24,445,003$24,816,525▲ $371,522
Other Assets Total$344,468$314,526▼ $29,942
Liabilities
Tax Exempt Bond Liabilities$14,700,000$14,345,000▼ $355,000
Other Liabilities$1,347,288$1,133,069▼ $214,219
Deferred Revenue$646,980$475,199▼ $171,781
Accounts Payable and Accrued Expenses$598,858$466,345▼ $132,513
Total Liabilities$17,293,126$16,419,613▼ $873,513
Net Assets / Fund Balance
Unrestricted Net Assets$7,042,249$7,251,703▲ $209,454
Temporarily Rstr Net Assets$23,205$1,058,786▲ $1,035,581
Permanently Rstr Net Assets$86,423$86,423→ $0
Total Net Assets Fund Balance$7,151,877$8,396,912▲ $1,245,035
Total Liabilities and Net Assets / Fund Balance$24,445,003$24,816,525▲ $371,522

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,627,350$7,100,791$24,728,141
Equipment$372,080$1,883,270$2,255,350
Land$850,000-$850,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,825,403$16,835▲ $439,541-$3,281,779
2012$2,421,085$126,770▲ $277,548-$2,825,403
2011$116,623$2,226,588▲ $77,874-$2,421,085
2010$86,423$30,200--$116,623
2009$86,423---$86,423
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edward CostelloHeadmasterFT$220,000$4,593$224,593

Board Members and Trustees

NameTitle
Susan LewisBoard Chair
Paul MayerVice Chair
Alba AlemanTrustee
Charles KuhnTrustee
Drew SchaeferTrustee
Glen ThomasTrustee
Guy GravettTrustee
Jay BryantTrustee
Kevin ColeTrustee
Kevin HanfordTrustee
Louis DolanTrustee
Lt General John FairfieldTrustee
Mark OhrstromTrustee
Mark ThompsonTrustee
Molly Dunning OhrstromTrustee
Neal GumbinTrustee
Pamela GarnerTrustee
Kristen ByersSecretary
Robert Dale IiiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cubas Cleaning Services INCCleaning-$194,122
Virginia RidesBus Contractor-$164,680
Revenue and Support

Revenue Composition

Contributions and Grants
$1,860,835
Program Service Revenue
$8,887,586
Investment Income
$88,242
Other Revenue
$45,526
All Other Contributions
$1,723,394
Change in Net Assets
$669,837

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$24,940Sales Price of Security
Other Non Cash Contri Table1$15,000Donor Provided Amoun
Other Non Cash Contri Table1$4,987Donor Provided Amoun
Other Non Cash Contri Table1$4,292Donor Provided Amoun
Other Non Cash Contri Table1$3,024Donor Provided Amoun
Total Noncash Contributions6$52,243-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,882,189
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$596,910
Total Revenue per Audited Statements
$11,479,099
Total Revenue per Form 990
$10,882,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,844,704
Other Expenses$3,315,258
Grants and Similar Amounts Paid$1,052,390
Total Fundraising Expense$205,680
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,663,586$1,315,803$205,680$4,185,069
Grants to Domestic Individuals$1,052,390--$1,052,390
Other Employee Benefits$486,500$464,577-$951,077
Depreciation Depletion$766,429--$766,429
Interest$552,627--$552,627
Occupancy$388,654$121,391-$510,045
Payroll Taxes$200,613$139,985-$340,598
Current Officers, Directors, Trustees, and Key Employees$168,445$56,148-$224,593
Advertising$148,875--$148,875
Pension Plan Contributions$143,367--$143,367
Office Expenses$33,958$79,615-$113,573
Information Technology-$91,413-$91,413
All Other Expenses$59,083--$59,083
Other Expenses$57,433--$57,433
Insurance$52,214--$52,214
Fees for Services Other-$39,998-$39,998
Fees for Services Accounting-$24,500-$24,500
Fees for Services Legal-$2,300-$2,300
Total Functional Expenses$7,670,942$2,335,730$205,680$10,212,352

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,234,064
Expenses per Audited Statements$10,212,352
Total Expenses per Form 990$10,212,352
Expenses Not Reported on Form 990$21,712
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$135,688
Fundraising Direct Expenses$90,162
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$246,462$109,021$22,260$86,761
Event 2$26,667$26,667$14,318$12,349
Total Events$273,129$135,688$90,162$45,526
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest Rate Swap Contract Liab.$1,133,069

Bond Issues

BondIssuerIssuedIssue PricePurpose
A54-60012742008-04-10$16,000,000SEE SCHEDULE O.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$16,000,000--$200,000

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Wakefield is organized as a non-stock corporation according to its articles of incorporation.”

Form 990, Part VI, Section A, Line 8B

“The organization does not contemporaneously document the meetings held or written actions undertaken during the year by each committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“A copy of form 990 was not provided to the organization's governing body before it was filed. The headmaster and the school's finance committee review the form 990 before it is filed.”

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

“The conflict of interest policy covers the school's officers, trustees, headmaster and chief employed financial executive (assistant headmaster) and is monitored by an annual disclosure of interests that could give rise to conflicts of interest on a school provided form which are reviewed and maintained by the chairman of the board of trustees. Chairman of the board of trustees reviews each transaction to come before the board for potential or actual conflicts of interest. If potential or actual conflicts (past, present or future) are identified, the chairman will determine whether to a) take no actions; b) assure full disclosure to the board of trustees and other individuals covered by this policy; c) ask the person to recuse him or herself from participation in related discussions or decisions within the school; or d) ask the person to resign from his or her position in the school (failing which the individual may become subject to possible removal). The identified conflicts of interest and appropriate recusals are documented in the minutes of each board or committee meeting.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation of the following persons includes a review and approval by the executive committee. Comparability data used in the review process is obtained from vais. The deliberations and decisions are documented in the minutes of the applicable board and/or committee meeting. The compensation determination process applies to the following offices/positions and the most recent year for which this process was undertaken for each is identified: -headmaster”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request and through guidestar.”

Filing and Contact Details

Filer

EIN
54-1096344
Phone
5402535393

Signing Officer

Name
John T Kennedy
Title
Assistant Headmaster
Phone
5402537500
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Dale
Formed
1978
Legal Domicile
Va
Voting Board Members
20
Independent Board Members
19
Employees
164
Volunteers
60

Preparer

Preparer
Robert B Dale Iii CPA
Phone
5406876381
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Gain on interest rate swap 214,220.”

Part XI, Line 2C

“The organization does have a committee that assumes responsibilty for oversight of the audit of its financial statements and selection of an independent accountant and the process has not changed from the prior year.”

Schedule E, Question 3

“The school admits students of any race with all the rights, privileges, and activities generally accorded or made available to students at the school. The school does not discriminate on the basis of race in administration of its educational policies, admissions policies, financial aid program and athletic and other school administered programs.”

Schedule K, Part I, Line A, Part (F)

“The purpose of the bond issue to refund an outstanding $4,000,000 2006 educational facilities revenue bond and a $8,000,000 2003 educational facilities revenue bond and for construction and equipping of school.”

Financial Statement Notes

PART V, LINE 4:

“The endowment was established to provide financial strength for the school in the years ahead.”

PART X, LINE 2:

“The organization has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements, and no interest and penalities have been recorded in the accompanying financial statements related to uncertain tax positions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Gain on interest rate swap 214,220.”

Raw XML AppendixShowing 400 of 722 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/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/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0MOLLY DUNNING OHRSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm1KRISTEN BYERS
IRS990/Form990PartVIISectionAGrp/PersonNm2EDWARD COSTELLO
IRS990/Form990PartVIISectionAGrp/PersonNm3LOUIS DOLAN
IRS990/Form990PartVIISectionAGrp/PersonNm4LT GENERAL JOHN FAIRFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSAN LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL MAYER
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK OHRSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT DALE III
IRS990/Form990PartVIISectionAGrp/PersonNm9GUY GRAVETT
IRS990/Form990PartVIISectionAGrp/PersonNm10CHARLES KUHN
IRS990/Form990PartVIISectionAGrp/PersonNm11GLEN THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm13ALBA ALEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14DREW SCHAEFER
IRS990/Form990PartVIISectionAGrp/PersonNm15NEAL GUMBIN
IRS990/Form990PartVIISectionAGrp/PersonNm16KEVIN COLE
IRS990/Form990PartVIISectionAGrp/PersonNm17PAMELA GARNER
IRS990/Form990PartVIISectionAGrp/PersonNm18JAY BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm19KEVIN HANFORD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2220000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2HEADMASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
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/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0137441
IRS990/FundraisingDirectExpensesAmt090162
IRS990/FundraisingGrossIncomeAmt0135688
IRS990/GainOrLossGrp/OtherAmt0-484
IRS990/GainOrLossGrp/SecuritiesAmt029871
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt01052390
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01052390
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01052390
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0300
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0113461
IRS990/GrossReceiptsAmt011056725
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt091413
IRS990/InformationTechnologyGrp/TotalAmt091413
IRS990/InsuranceGrp/ProgramServicesAmt052214
IRS990/InsuranceGrp/TotalAmt052214
IRS990/InterestGrp/ProgramServicesAmt0552627
IRS990/InterestGrp/TotalAmt0552627
IRS990/InvestmentIncomeGrp/ExclusionAmt058855
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058855
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02609084
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03140401
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt040
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08984061
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019275376
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018849430
IRS990/LandBldgEquipCostOrOtherBssAmt027833491
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0784
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt083590
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SCHOOL PROVIDES A PRIVATE NONSECTARIAN SCHOOL OF INSTRUCTION FOR CHILDREN IN PRESCHOOL THROUGH HIGH SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07151877
IRS990/NetAssetsOrFundBalancesEOYAmt08396912
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt029387
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029387
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt045526
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt045526
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0360978
IRS990/NoncashContributionsAmt052243
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0121391
IRS990/OccupancyGrp/ProgramServicesAmt0388654
IRS990/OccupancyGrp/TotalAmt0510045
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt079615
IRS990/OfficeExpensesGrp/ProgramServicesAmt033958
IRS990/OfficeExpensesGrp/TotalAmt0113573
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0344468
IRS990/OtherAssetsTotalGrp/EOYAmt0314526
IRS990/OtherChangesInNetAssetsAmt0214220
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0464577
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0486500
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0951077
IRS990/OtherExpensesGrp/Desc0SCHOOL ACTIVITIES
IRS990/OtherExpensesGrp/Desc1STUDENT TRANSPORTATION
IRS990/OtherExpensesGrp/Desc2INSTRUCTIONAL COSTS EXP
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTANENCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0462191
IRS990/OtherExpensesGrp/ProgramServicesAmt1231731
IRS990/OtherExpensesGrp/ProgramServicesAmt2202846
IRS990/OtherExpensesGrp/ProgramServicesAmt357433
IRS990/OtherExpensesGrp/TotalAmt0462191
IRS990/OtherExpensesGrp/TotalAmt1231731
IRS990/OtherExpensesGrp/TotalAmt2202846
IRS990/OtherExpensesGrp/TotalAmt357433
IRS990/OtherLiabilitiesGrp/BOYAmt01347288
IRS990/OtherLiabilitiesGrp/EOYAmt01133069
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0205680
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01315803
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02663586
IRS990/OtherSalariesAndWagesGrp/TotalAmt04185069
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0139985
IRS990/PayrollTaxesGrp/ProgramServicesAmt0200613
IRS990/PayrollTaxesGrp/TotalAmt0340598
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0143367
IRS990/PensionPlanContributionsGrp/TotalAmt0143367
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt086423
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt086423
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0297218
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0515637
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0156867
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0135566
IRS990/PrincipalOfficerNm0ROBERT DALE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1OTHER STUDENT PROGRAMS AND ACTIVI
IRS990/ProgramServiceRevenueGrp/Desc2STUDENT ACTIVITY FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08432791
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1336495
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2118300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08432791
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1336495
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2118300
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01039958
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0927365
IRS990/PYInvestmentIncomeAmt055221
IRS990/PYOtherExpensesAmt03685714
IRS990/PYOtherRevenueAmt058269
IRS990/PYProgramServiceRevenueAmt09421050
IRS990/PYRevenuesLessExpensesAmt0-7867
IRS990/PYSalariesCompEmpBnftPaidAmt05969286
IRS990/PYTotalExpensesAmt010582365
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010574498
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0669837
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,816,525
Liabilities
$16,419,613
Net assets
$8,396,912
Revenue
$10,882,189
Expenses
$10,212,352
Net income
$669,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.8$9.41$10.4$12.7$13.2$0.51
2023Detailed filing. Detailed filing data is available for this year.$20.5$9.69$10.8$12.5$12.6$0.05
2022Detailed filing. Detailed filing data is available for this year.$21.1$10.3$10.8$12.6$12.1$0.42
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$11.1$10.2$12.3$10.8$1.47
2020Detailed filing. Detailed filing data is available for this year.$19.7$11.1$8.59$9.57$9.72$0.14
2019Summary only. Only limited summary data is available for this year.$19.8$11.0$8.76$10.0$10.4$0.33
2018Summary only. Only limited summary data is available for this year.$20.4$11.4$9.06$10.5$10.5$0.01
2017Summary only. Only limited summary data is available for this year.$24.0$14.6$9.43$10.0$9.92$0.09
2016Summary only. Only limited summary data is available for this year.$24.4$15.4$8.94$10.0$9.76$0.25
2015Summary only. Only limited summary data is available for this year.$24.2$15.7$8.50$9.73$9.84$0.11
2014Detailed filing. Detailed filing data is available for this year.$24.8$16.4$8.40$10.9$10.2$0.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.4$17.3$7.15$10.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$18.1$6.47$10.7
2011Summary only. Only limited summary data is available for this year.$24.7$17.9$6.76$10.3$10.4$0.02