Civic Intelligence

Middleburg Academy Inc

990 • Fiscal year 2015 • EIN 54-1708655

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 25, 2015

Organization ProfileWWW.MIDDLEBURGACADEMY.ORG

View Organization Page

35321 Notre Dame LaneMiddleburg, VA 20117

(540) 687-5581

Siviq Scores

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

Liabilities / Assets

97th percentile

1.63x

Higher debt load relative to assets than 97% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

1.63x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$234,182

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

32nd percentile

-2.8%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

39th percentile

-0.1%

Faster revenue growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$3,479,356

Down $100,829 (-2.8%) from 2014

Net Assets

Up

-$2,196,896

Up $33,298 (+1.5%) from 2014

Liabilities

Down

$5,676,252

Down $134,127 (-2.3%) from 2014

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin47th percentile

Revenue

Down

$3,486,789

Down $4,646 (-0.1%) from 2014

Expenses

Down

$3,424,165

Down $443,565 (-11%) from 2014

Net Income

Up

$62,624

Up $438,919 (+117%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $3,385,804Liabilities 2011: $5,313,178Net Assets 2011: -$1,927,3742011Assets 2012: $3,187,548Liabilities 2012: $5,193,910Net Assets 2012: -$2,006,3622012Assets 2013: $3,035,202Liabilities 2013: $4,986,999Net Assets 2013: -$1,951,7972013Assets 2014: $3,580,185Liabilities 2014: $5,810,379Net Assets 2014: -$2,230,1942014Assets 2015: $3,479,356Liabilities 2015: $5,676,252Net Assets 2015: -$2,196,8962015Assets 2016: $3,247,744Liabilities 2016: $5,797,867Net Assets 2016: -$2,550,1232016Assets 2017: $4,239,378Liabilities 2017: $5,891,105Net Assets 2017: -$1,651,7272017Assets 2018: $4,601,290Liabilities 2018: $6,315,846Net Assets 2018: -$1,714,5562018Assets 2019: $4,490,788Liabilities 2019: $6,143,620Net Assets 2019: -$1,652,8322019Assets 2020: $3,417,130Liabilities 2020: $5,675,784Net Assets 2020: -$2,258,6542020Assets 2021: $2,397,449Liabilities 2021: $5,063,574Net Assets 2021: -$2,666,1252021Assets 2022: $327,479Liabilities 2022: $285,495Net Assets 2022: $41,9842022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2015

Assets$3,479,356
Liabilities$5,676,252
Net Assets-$2,196,896
Open 2015 Filing

Operations Trend

Revenue Growth39th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,345,538Expenses 2011: $4,548,746Net Income 2011: -$203,2082011Expenses 2012: $4,218,3712012Revenue 2013: $4,017,008Expenses 2013: $4,038,550Net Income 2013: -$21,5422013Revenue 2014: $3,491,435Expenses 2014: $3,867,730Net Income 2014: -$376,2952014Revenue 2015: $3,486,789Expenses 2015: $3,424,165Net Income 2015: $62,6242015Revenue 2016: $3,391,145Expenses 2016: $3,718,065Net Income 2016: -$326,9202016Revenue 2017: $4,828,602Expenses 2017: $3,984,361Net Income 2017: $844,2412017Revenue 2018: $3,903,614Expenses 2018: $3,927,810Net Income 2018: -$24,1962018Revenue 2019: $3,837,783Expenses 2019: $3,747,113Net Income 2019: $90,6702019Revenue 2020: $3,586,847Expenses 2020: $3,868,958Net Income 2020: -$282,1112020Revenue 2021: $393,777Expenses 2021: $801,248Net Income 2021: -$407,4712021Revenue 2022: $3,125,207Expenses 2022: $317,099Net Income 2022: $2,808,1082022Revenue 2023: $810Expenses 2023: $42,794Net Income 2023: -$41,9842023

Highlighted filing

2015

Revenue$3,486,789
Expenses$3,424,165
Net Income$62,624
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 25, 2015
Return Version
2014v5.0
Gross Receipts
$3,533,429
Mission and Program Overview

Mission

Middleburg academy inspires students to excellence in academics, the arts, and athletics. We are a dynamic community of students, faculty and staff, parents, and alumni dedicated to lifelong learning, service to others, spirtual growth, and the success of each student. Our school strives to develop young men and women of moral integrity who will be responsible leaders and citizens in a diverse and ever-changing world.

Middleburg academy inspires students to excellence in academics, the arts, and athletics. We are a dynamic community of students, faculty and staff, board of trustees, parents, and alumni dedicated to lifelong learning, service to others, spirtual growth, and the success of each student. Our school strives to develop young men and women of moral integrity who will be responsible leaders and citizens in a diverse and ever-changing world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$3,040,000$3,040,000→ $0
Land, Buildings, and Equipment, Net$1,943,131$1,873,184▼ $69,947
Investments in Publicly Traded Securities$735,537$737,653▲ $2,116
Savings and Temporary Cash Investments$532,232$467,880▼ $64,352
Accounts Receivable$115,427$170,259▲ $54,832
Cash and Non-Interest-Bearing Accounts$192,560$113,374▼ $79,186
Prepaid Expenses and Deferred Charges$25,374$77,709▲ $52,335
Pledges and Grants Receivable$25,924$29,297▲ $3,373
Total Assets$3,580,185$3,479,356▼ $100,829
Other Assets Total$10,000$10,000→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,104,173$1,018,076▼ $86,097
Deferred Revenue$674,381$704,675▲ $30,294
Other Liabilities$640,495$640,495→ $0
Accounts Payable and Accrued Expenses$351,330$273,006▼ $78,324
Total Liabilities$5,810,379$5,676,252▼ $134,127
Net Assets / Fund Balance
Permanently Rstr Net Assets$448,325$448,325→ $0
Temporarily Rstr Net Assets$333,542$402,970▲ $69,428
Unrestricted Net Assets$-3,012,061$-3,048,191▼ $36,130
Total Net Assets Fund Balance$-2,230,194$-2,196,896▲ $33,298
Total Liabilities and Net Assets / Fund Balance$3,580,185$3,479,356▼ $100,829

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,478,787$950,908-
Other Land Buildings$30,061$436,353-
Land$200,335--
Equipment$164,001$775,681-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$592,174-▲ $51,971$29,500$614,645
2014$585,149-▲ $38,525$31,500$592,174
2013$598,236-▲ $15,892$28,979$585,149
2012$587,849$23,325▲ $5,062$18,000$598,236
2011$471,048$10,000▲ $112,801$6,000$587,849
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Colley W Bell IiiHead of SchoolFT$175,000$59,182$234,182

Board Members and Trustees

NameTitle
Mr Michael HooverChairman of the Board
Mrs Margaret ManganoVice Chairperson
Mr Jeffrey StaplesTrustee
Mr John G LathropTrustee
Mr Joseph SwiatekTrustee
Mr Kevin CallananTrustee
Ms Lynn DimoffTrustee
Mrs Geraldine Anne PorterSecretary
Mr John ZugschwertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$336,142
Program Service Revenue
$3,008,742
Investment Income
$57,927
Other Revenue
$83,978
All Other Contributions
$213,616
Change in Net Assets
$62,624

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,953,666
Revenue Not Reported on Financial Statements
$533,123
Revenue Not Reported on Form 990
$-8,608
Other Revenue Adjustments
$533,123
Total Revenue per Audited Statements
$2,945,058
Total Revenue per Form 990
$3,486,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,766,013
Other Expenses$1,134,309
Grants and Similar Amounts Paid$523,843
Total Fundraising Expense$49,793
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,217,876$129,578$17,106$1,364,560
Grants to Domestic Individuals$523,843--$523,843
Occupancy$79,044$211,689-$290,733
Current Officers, Directors, Trustees, and Key Employees$87,500$70,000$17,500$175,000
Interest$450$164,510-$164,960
Depreciation Depletion$40,486$121,457-$161,943
Payroll Taxes$92,755$14,621$2,640$110,016
Other Employee Benefits$78,204$26,508$4,573$109,285
Information Technology$44,186$13,531$2,823$60,540
Office Expenses$22,229$19,445$4,071$45,745
Advertising$40,266--$40,266
Other Expenses$17,241$18,306-$35,547
Insurance$15,107$9,635$172$24,914
Fees for Services Accounting-$19,620-$19,620
All Other Expenses$15,347--$15,347
Pension Plan Contributions$5,047$1,760$345$7,152
Travel$3,690$2,475$563$6,728
Fees for Services Other-$2,455-$2,455
Fees for Services Legal-$2,374-$2,374
Conferences and Meetings$1,003$474-$1,477
Total Functional Expenses$2,545,934$828,438$49,793$3,424,165

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,424,165
Total Expenses per Audited Statements$2,911,760
Expenses per Audited Statements$2,891,041
Expenses Not Reported on Financial Statements$533,124
Other Expense Adjustments$533,124
Expenses Not Reported on Form 990$20,719
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,716
Fundraising Gross Income$9,100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Soiree$131,626$9,100$4,070$5,030
Total Events$131,626$9,100$20,716$-11,616
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$3,040,000$3,040,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advances - Conditional Gifts$640,495
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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 2

“One trustee was also trustee of the frank mangano foundation during the year ended june 30, 2015. Also refer to schedule l, part ii, loans to and/or from interested persons.”

Form 990, Part VI, Section B, Line 11

“The return preparer emails a copy of the return to the head of school for review. After the head of school reviews the return it is sent to the board of trustees for review.”

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

“A code of ethics form is signed annually by trustees that includes a conflict of interest statement.”

Form 990, Part VI, Section B, Line 15A

“Use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Middleburg Academy Inc
EIN
54-1708655
Phone
5406875581
Address
35321 NOTRE DAME LANE, MIDDLEBURG, VA 20117

Signing Officer

Name
Colley W Bell Iii
Title
Head of School
Phone
5406875581
Signed
2015-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Colley W Bell Iii
Formed
1994
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
53
Volunteers
50

Preparer

Firm
Hill Barth & King LLC
Address
119 EAST STATE STREET, ALLIANCE, OH 44601
Preparer
Marcie E Curry
Phone
3308212150
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2C

“The financial statements were audited by an independent accountant. The organization has a board of trustees finance committee that oversees the audit and the final report. This process is the same as it was in the previous year.”

Financial Statement Notes

PART V, LINE 4:

“The school's endowment consists of four endowment funds established mainly to provide for scholarships for students.”

PART X, LINE 2:

“The internal revenue service has determined that the school is exempt from federal income tax under section 501(c)(3) of the internal revenue code. The school will be taxed only to the extent it has taxable trade or business income unrelated to its exempt purpose.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expense 20,718.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 523,845. Disposal of asset 9,278.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expense 20,719.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 523,846. Disposal of asset 9,278.”

Raw XML AppendixShowing 400 of 641 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/ActivityOrMissionDesc0MIDDLEBURG ACADEMY INSPIRES STUDENTS TO EXCELLENCE IN ACADEMICS, THE ARTS, AND ATHLETICS. WE ARE A DYNAMIC COMMUNITY OF STUDENTS, FACULTY AND STAFF, BOARD OF TRUSTEES, PARENTS, AND ALUMNI DEDICATED TO LIFELONG LEARNING, SERVICE TO OTHERS, SPIRTUAL GROWTH, AND THE SUCCESS OF EACH STUDENT. OUR SCHOOL STRIVES TO DEVELOP YOUNG MEN AND WOMEN OF MORAL INTEGRITY WHO WILL BE RESPONSIBLE LEADERS AND CITIZENS IN A DIVERSE AND EVER-CHANGING WORLD.
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IRS990/Form990PartVIISectionAGrp/PersonNm2MRS GERALDINE ANNE PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm3MR JOHN ZUGSCHWERT
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0122526
IRS990/FundraisingDirectExpensesAmt020716
IRS990/FundraisingGrossIncomeAmt09100
IRS990/GainOrLossGrp/SecuritiesAmt04948
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0523843
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0523843
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0523843
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt030872
IRS990/GrossReceiptsAmt03533429
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02823
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013531
IRS990/InformationTechnologyGrp/ProgramServicesAmt044186
IRS990/InformationTechnologyGrp/TotalAmt060540
IRS990/InsuranceGrp/FundraisingAmt0172
IRS990/InsuranceGrp/ManagementAndGeneralAmt09635
IRS990/InsuranceGrp/ProgramServicesAmt015107
IRS990/InsuranceGrp/TotalAmt024914
IRS990/InterestGrp/ManagementAndGeneralAmt0164510
IRS990/InterestGrp/ProgramServicesAmt0450
IRS990/InterestGrp/TotalAmt0164960
IRS990/InvestmentIncomeGrp/ExclusionAmt052979
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052979
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0735537
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0737653
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02162942
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01943131
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01873184
IRS990/LandBldgEquipCostOrOtherBssAmt04036126
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt025924
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt03040000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt03040000
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MIDDLEBURG ACADEMY INSPIRES STUDENTS TO EXCELLENCE IN ACADEMICS, THE ARTS, AND ATHLETICS. WE ARE A DYNAMIC COMMUNITY OF STUDENTS, FACULTY AND STAFF, PARENTS, AND ALUMNI DEDICATED TO LIFELONG LEARNING, SERVICE TO OTHERS, SPIRTUAL GROWTH, AND THE SUCCESS OF EACH STUDENT. OUR SCHOOL STRIVES TO DEVELOP YOUNG MEN AND WOMEN OF MORAL INTEGRITY WHO WILL BE RESPONSIBLE LEADERS AND CITIZENS IN A DIVERSE AND EVER-CHANGING WORLD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01104173
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01018076
IRS990/NetAssetsOrFundBalancesBOYAmt0-2230194
IRS990/NetAssetsOrFundBalancesEOYAmt0-2196896
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04948
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04948
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-11616
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-11616
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-29326
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0211689
IRS990/OccupancyGrp/ProgramServicesAmt079044
IRS990/OccupancyGrp/TotalAmt0290733
IRS990/OfficeExpensesGrp/FundraisingAmt04071
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019445
IRS990/OfficeExpensesGrp/ProgramServicesAmt022229
IRS990/OfficeExpensesGrp/TotalAmt045745
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010000
IRS990/OtherAssetsTotalGrp/EOYAmt010000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04573
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026508
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt078204
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0109285
IRS990/OtherExpensesGrp/Desc0STUDENT PROGRAMS
IRS990/OtherExpensesGrp/Desc1BUS SERVICE
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018306
IRS990/OtherExpensesGrp/ProgramServicesAmt0112215
IRS990/OtherExpensesGrp/ProgramServicesAmt185806
IRS990/OtherExpensesGrp/ProgramServicesAmt263639
IRS990/OtherExpensesGrp/ProgramServicesAmt317241
IRS990/OtherExpensesGrp/TotalAmt0112215
IRS990/OtherExpensesGrp/TotalAmt185806
IRS990/OtherExpensesGrp/TotalAmt263639
IRS990/OtherExpensesGrp/TotalAmt335547
IRS990/OtherLiabilitiesGrp/BOYAmt0640495
IRS990/OtherLiabilitiesGrp/EOYAmt0640495
IRS990/OtherRevenueMiscGrp/BusinessCd0480000
IRS990/OtherRevenueMiscGrp/BusinessCd1611600
IRS990/OtherRevenueMiscGrp/BusinessCd2531110
IRS990/OtherRevenueMiscGrp/Desc0BUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc2FACILITY RENTAL INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt052375
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt125236
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt217983
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt052375
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt125236
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt217983
IRS990/OtherRevenueTotalAmt095594
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017106
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0129578
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01217876
IRS990/OtherSalariesAndWagesGrp/TotalAmt01364560
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02640
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014621
IRS990/PayrollTaxesGrp/ProgramServicesAmt092755
IRS990/PayrollTaxesGrp/TotalAmt0110016
IRS990/PensionPlanContributionsGrp/FundraisingAmt0345
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01760
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05047
IRS990/PensionPlanContributionsGrp/TotalAmt07152
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0448325
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0448325
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025924
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt029297
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025374
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt077709
IRS990/PrincipalOfficerNm0COLLEY W BELL III
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03008742
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03008742
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0391272
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0720699
IRS990/PYInvestmentIncomeAmt043438
IRS990/PYOtherExpensesAmt01194379
IRS990/PYOtherRevenueAmt098861
IRS990/PYProgramServiceRevenueAmt02957864
IRS990/PYRevenuesLessExpensesAmt0-376295
IRS990/PYSalariesCompEmpBnftPaidAmt01952652
IRS990/PYTotalExpensesAmt03867730
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03491435
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt062624
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03104336
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0532232
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0467880
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01478787
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0950908
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02429695
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0592174
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0614645
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt051971
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt029500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0585149
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0592174
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038525
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt031500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0598236
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0585149
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015892
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt028979
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0587849
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt023325
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0598236
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05062
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt018000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0471048
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0587849
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0112801
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt06000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0164001
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0775681
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0939682
IRS990ScheduleD/ExpensesNotReportedAmt020719
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0533124
IRS990ScheduleD/ExpensesSubtotalAmt02891041
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0200335
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0200335
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-29326
IRS990ScheduleD/OtherExpensesIncludedAmt020719
IRS990ScheduleD/OtherExpensesNotIncludedAmt0533124
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt030061
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0436353
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0466414
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0640495
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE ADVANCES - CONDITIONAL GIFTS
IRS990ScheduleD/OtherRevenueAmt020718
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0533123
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.72940
IRS990ScheduleD/RevenueNotReportedAmt0-8608
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0533123
IRS990ScheduleD/RevenueSubtotalAmt02953666
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S ENDOWMENT CONSISTS OF FOUR ENDOWMENT FUNDS ESTABLISHED MAINLY TO PROVIDE FOR SCHOLARSHIPS FOR STUDENTS.

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,479,356
Liabilities
$5,676,252
Net assets
-$2,196,896
Revenue
$3,486,789
Expenses
$3,424,165
Net income
$62,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.33$0.29$0.04$3.13$0.32$2.81
2021Detailed filing. Detailed filing data is available for this year.$2.40$5.06$2.67$0.39$0.80$0.41
2020Detailed filing. Detailed filing data is available for this year.$3.42$5.68$2.26$3.59$3.87$0.28
2019Detailed filing. Detailed filing data is available for this year.$4.49$6.14$1.65$3.84$3.75$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.60$6.32$1.71$3.90$3.93$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.24$5.89$1.65$4.83$3.98$0.84
2016Detailed filing. Detailed filing data is available for this year.$3.25$5.80$2.55$3.39$3.72$0.33
2015Detailed filing. Detailed filing data is available for this year.$3.48$5.68$2.20$3.49$3.42$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.58$5.81$2.23$3.49$3.87$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$4.99$1.95$4.02$4.04$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$5.19$2.01$4.22
2011Summary only. Only limited summary data is available for this year.$3.39$5.31$1.93$4.35$4.55$0.20