Civic Intelligence

Montgomery Academy Inc.

990 • Fiscal year 2016 • EIN 63-0401358

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 11, 2017

Organization Profilewww.montgomeryacademy.org

View Organization Page

3240 Vaughn RoadMontgomery, AL 36106

(334) 272-8210

Siviq Scores

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

Liabilities / Assets

74th percentile

0.58x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

1.18x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

49th percentile

2.1%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

21st percentile

$147,965

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

31st percentile

-1.4%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

4.1%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$25,194,163

Down $360,776 (-1.4%) from 2015

Net Assets

Up

$10,697,307

Up $240,671 (+2.3%) from 2015

Liabilities

Down

$14,496,856

Down $601,447 (-4.0%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin49th percentile

Revenue

Up

$12,272,658

Up $478,649 (+4.1%) from 2015

Expenses

Down

$12,017,639

Down $104,719 (-0.9%) from 2015

Net Income

Up

$255,019

Up $583,368 (+178%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$30M$20M$10M$0Assets 2010: $29,363,888Liabilities 2010: $16,449,397Net Assets 2010: $12,914,4912010Assets 2011: $29,419,232Liabilities 2011: $17,617,881Net Assets 2011: $11,801,3512011Assets 2012: $27,773,935Liabilities 2012: $16,911,989Net Assets 2012: $10,861,9462012Assets 2013: $26,693,377Liabilities 2013: $16,705,265Net Assets 2013: $9,988,1122013Assets 2014: $26,963,591Liabilities 2014: $16,168,857Net Assets 2014: $10,794,7342014Assets 2015: $25,554,939Liabilities 2015: $15,098,303Net Assets 2015: $10,456,6362015Assets 2016: $25,194,163Liabilities 2016: $14,496,856Net Assets 2016: $10,697,3072016Assets 2017: $23,711,974Liabilities 2017: $13,621,756Net Assets 2017: $10,090,2182017Assets 2018: $22,701,512Liabilities 2018: $13,046,494Net Assets 2018: $9,655,0182018Assets 2019: $21,964,193Liabilities 2019: $12,965,899Net Assets 2019: $8,998,2942019Assets 2020: $22,347,255Liabilities 2020: $13,626,429Net Assets 2020: $8,720,8262020Assets 2021: $22,740,065Liabilities 2021: $12,097,522Net Assets 2021: $10,642,5432021Assets 2022: $22,690,741Liabilities 2022: $11,902,809Net Assets 2022: $10,787,9322022Assets 2023: $21,418,403Liabilities 2023: $11,720,001Net Assets 2023: $9,698,4022023Assets 2024: $20,433,738Liabilities 2024: $11,895,666Net Assets 2024: $8,538,0722024

Highlighted filing

2016

Assets$25,194,163
Liabilities$14,496,856
Net Assets$10,697,307
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $11,071,1992010Revenue 2011: $9,980,267Expenses 2011: $11,124,068Net Income 2011: -$1,143,8012011Expenses 2012: $11,704,6132012Expenses 2013: $12,030,4622013Revenue 2014: $13,152,782Expenses 2014: $12,337,237Net Income 2014: $815,5452014Revenue 2015: $11,794,009Expenses 2015: $12,122,358Net Income 2015: -$328,3492015Revenue 2016: $12,272,658Expenses 2016: $12,017,639Net Income 2016: $255,0192016Revenue 2017: $11,572,668Expenses 2017: $12,179,757Net Income 2017: -$607,0892017Revenue 2018: $11,854,658Expenses 2018: $12,289,858Net Income 2018: -$435,2002018Revenue 2019: $10,835,715Expenses 2019: $11,492,439Net Income 2019: -$656,7242019Revenue 2020: $11,005,286Expenses 2020: $11,282,754Net Income 2020: -$277,4682020Revenue 2021: $13,472,054Expenses 2021: $11,550,337Net Income 2021: $1,921,7172021Revenue 2022: $12,119,811Expenses 2022: $11,974,422Net Income 2022: $145,3892022Revenue 2023: $12,252,122Expenses 2023: $13,341,652Net Income 2023: -$1,089,5302023Revenue 2024: $12,637,060Expenses 2024: $13,797,390Net Income 2024: -$1,160,3302024

Highlighted filing

2016

Revenue$12,272,658
Expenses$12,017,639
Net Income$255,019
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 11, 2017
Return Version
2015v3.0
Gross Receipts
$12,378,699
Mission and Program Overview

Mission

The montgomery academy develops leaders committed to honor, scholarship, service and the pursuit of excellence.

College preparatory school, kindergarten through grade 12

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$20,238,161$19,504,769▼ $733,392
Cash and Non-Interest-Bearing Accounts$2,778,184$3,151,424▲ $373,240
Pledges and Grants Receivable$1,373,902$1,611,631▲ $237,729
Accounts Receivable$342,881$397,686▲ $54,805
Savings and Temporary Cash Investments$230,112$230,112→ $0
Investments in Publicly Traded Securities$172,352--
Inventories for Sale or Use$133,683$135,059▲ $1,376
Prepaid Expenses and Deferred Charges$148,908$132,664▼ $16,244
Total Assets$25,554,939$25,194,163▼ $360,776
Other Assets Total$136,756$30,818▼ $105,938
Liabilities
Tax Exempt Bond Liabilities$9,535,445$9,092,008▼ $443,437
Deferred Revenue$4,214,601$4,087,622▼ $126,979
Accounts Payable and Accrued Expenses$560,281$754,890▲ $194,609
Other Liabilities$741,732$562,336▼ $179,396
Mortgage Notes Payable Secured by Investment Property$46,244--
Total Liabilities$15,098,303$14,496,856▼ $601,447
Net Assets / Fund Balance
Unrestricted Net Assets$9,294,696$9,301,025▲ $6,329
Temporarily Rstr Net Assets$1,161,940$1,396,282▲ $234,342
Total Net Assets Fund Balance$10,456,636$10,697,307▲ $240,671
Total Liabilities and Net Assets / Fund Balance$25,554,939$25,194,163▼ $360,776

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,409,624$15,047,684$29,457,308
Equipment$1,089,690$3,324,792$4,414,482
Land$3,826,565-$3,826,565
Other Land Buildings$178,890$490,666$669,556
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vivian Barfoot - IncomingHead OF SCHOOLFT$137,497$10,468$147,965
Amy D ForrestChief Financial OfficerFT$96,470$7,973$104,443

Board Members and Trustees

NameTitle
ronniE BROWNDirector - President
Temple milSAPDIRECTOR - Vice president
Alex CarothersdIRECTOR
Anita BarreraDirector
Brad KatzDirector
Debby SpainDirector
Don RickarddIRECTOR
Emilie ReiddIRECTOR
John FosheeDirector
Katie SlawsonDirector
Krystal MimsDirector
Laurie WeilDirector
Lee SellersdIRECTOR
Mike JenkinsDirector
Peter SelmanDirector
Rodney SmithDirector
Roly SinghDirector
Shannon SpeirDirector
Tamika ReeddIRECTOR
leuRA CANARYDirector
owen aronovdIRECTOR
steVE DAVIDSONDirector
Dave BordenDIRECTOR - Secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,305,372
Program Service Revenue
$10,895,165
Investment Income
$-38,911
Other Revenue
$111,032
All Other Contributions
$1,163,710
Change in Net Assets
$255,019

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$96,547Fair Market Value (FMV)
Total Noncash Contributions8$96,547-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,073,489
Other Expenses$4,944,150
Total Fundraising Expense$246,027
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,110,648$474,259$118,245$5,703,152
Depreciation Depletion$1,084,964$96,648-$1,181,612
Occupancy$825,265$67,976-$893,241
Other Employee Benefits$648,695$65,454$11,680$725,829
All Other Expenses$376,881$115,281$63,413$555,575
Payroll Taxes$360,661$39,197$9,892$409,750
Interest-$273,834-$273,834
Current Officers, Directors, Trustees, and Key Employees$86,860$117,379$30,519$234,758
Other Expenses$194,999--$194,999
Insurance$52,765$49,129-$101,894
Advertising$3,554$76,662$9,042$89,258
Office Expenses$48,266$33,660$3,236$85,162
Fees for Services Accounting-$37,500-$37,500
Conferences and Meetings-$17,087-$17,087
Total Functional Expenses$10,307,546$1,464,066$246,027$12,017,639
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Foundation$381,714
Due to Agencies$180,622

Bond Issues

BondIssuerIssuedIssue PricePurpose
AThe Montgomery Academy2007-01-01$8,000,000construction

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Committees make monthly oral reports at the organization's Board Meeting. These reports are memorialized in written minutes of each Board Meeting.”

Form 990, Part VI, Section B, line 11

“The Finance Committee operates as the audit committee. It meets annually with the audit firm to review the audited financial statements in detail. The audit firm then prepares the Form 990 from the information it has obtained through the audit and reviewed with the audit committee.”

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

“Each board member is asked to review and sign a conflict of interest policy every year. This puts the board member on notice of their continuing obligation throughout the year. A presentation on the conflict of interest policy is given at the annual Board retreat. New members are instructed on the policy as part of their new member orientation. Through out the year, attention is paid to identify potential conflicts that would prevent a board member from voting on a matter. If such a matter arises, the Board Member abstains from the vote.”

Form 990, Part VI, Section B, line 15

“The Headmaster's salary is determined by using benchmark data from the National Association of Independent Schools and negotiations between the Headmaster and the Board President, Vice President and Treasurer.”

Form 990, Part VI, Section C, line 19

“The public portion of Form 990 is available upon written request to anyone who requests a copy. It can also be found on various websites on the internet. The 990 is prepared using audited financial statements. All financial information is available through that document. Other documents are not required by law to be publicly available.”

Filing and Contact Details

Filer

Filer Name
The Montgomery Academy
EIN
63-0401358
Phone
3342728210
Address
3240 Vaughn Road, Montgomery, AL 36106

Signing Officer

Name
Amy D Forrest
Title
Chief Financial Officer
Phone
3342728210
Signed
2017-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy D Forrest
Formed
1959
Legal Domicile
Al
Voting Board Members
23
Independent Board Members
23
Employees
204
Volunteers
50

Preparer

Firm
Jackson Thornton & Co PC
Address
PO Box 96, Montgomery, AL 36101-0096
Preparer
Lucinda S Chappelle
Phone
3348347660
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Adjustment to Net Assets for auxillary organization income -14,348.”

Raw XML AppendixShowing 400 of 650 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/PersonNm22LAURIE WEIL
IRS990/Form990PartVIISectionAGrp/PersonNm23AMY D FORREST
IRS990/Form990PartVIISectionAGrp/PersonNm24Vivian Barfoot - Incoming
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2396470
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24137497
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR - PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR - Vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR - Secretary/treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt24Head OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt065000
IRS990/GrossReceiptsAmt012378699
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt049129
IRS990/InsuranceGrp/ProgramServicesAmt052765
IRS990/InsuranceGrp/TotalAmt0101894
IRS990/InterestGrp/ManagementAndGeneralAmt0273834
IRS990/InterestGrp/TotalAmt0273834
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0133683
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0135059
IRS990/InvestmentIncomeGrp/ExclusionAmt01182
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01182
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0172352
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018863142
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020238161
IRS990/LandBldgEquipBasisNetGrp/EOYAmt019504769
IRS990/LandBldgEquipCostOrOtherBssAmt038367911
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0105093
IRS990/LessRentalExpensesGrp/RealAmt0948
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The mission of The Montgomery Academy is the pursuit of excellence within the four major spheres of Academy life: academics, the arts, athletics and activities. Implicit in this is the existence of an environment in which students are simultaneously supported and challenged. The ultimate component of this mission is to assist students in becoming adults of strong moral character who contribute to society in both their professional and community lives.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt046244
IRS990/NetAssetsOrFundBalancesBOYAmt010456636
IRS990/NetAssetsOrFundBalancesEOYAmt010697307
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-40093
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-40093
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-948
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-948
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt067976
IRS990/OccupancyGrp/ProgramServicesAmt0825265
IRS990/OccupancyGrp/TotalAmt0893241
IRS990/OfficeExpensesGrp/FundraisingAmt03236
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033660
IRS990/OfficeExpensesGrp/ProgramServicesAmt048266
IRS990/OfficeExpensesGrp/TotalAmt085162
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0136756
IRS990/OtherAssetsTotalGrp/EOYAmt030818
IRS990/OtherChangesInNetAssetsAmt0-14348
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011680
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt065454
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0648695
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0725829
IRS990/OtherExpensesGrp/Desc0AUXILIARY SERVICES
IRS990/OtherExpensesGrp/Desc1TUITION ASSISTANCE
IRS990/OtherExpensesGrp/Desc2DEPARTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc3FACULTY RECRUITMENT
IRS990/OtherExpensesGrp/ProgramServicesAmt0700514
IRS990/OtherExpensesGrp/ProgramServicesAmt1484764
IRS990/OtherExpensesGrp/ProgramServicesAmt2328710
IRS990/OtherExpensesGrp/ProgramServicesAmt3194999
IRS990/OtherExpensesGrp/TotalAmt0700514
IRS990/OtherExpensesGrp/TotalAmt1484764
IRS990/OtherExpensesGrp/TotalAmt2328710
IRS990/OtherExpensesGrp/TotalAmt3194999
IRS990/OtherLiabilitiesGrp/BOYAmt0741732
IRS990/OtherLiabilitiesGrp/EOYAmt0562336
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IRS990/OtherRevenueMiscGrp/BusinessCd1611710
IRS990/OtherRevenueMiscGrp/Desc0Publication Revenue
IRS990/OtherRevenueMiscGrp/Desc1Miscellaneous
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt151054
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt060926
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt151054
IRS990/OtherRevenueTotalAmt0111980
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0118245
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0474259
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05110648
IRS990/OtherSalariesAndWagesGrp/TotalAmt05703152
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09892
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt039197
IRS990/PayrollTaxesGrp/ProgramServicesAmt0360661
IRS990/PayrollTaxesGrp/TotalAmt0409750
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01373902
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01611631
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0148908
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0132664
IRS990/PrincipalOfficerNm0Amy D Forrest
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILLIARY SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2CAMPS & OTHER PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc3ATHLETIC REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010083267
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1584702
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2142989
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt384207

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,194,163
Liabilities
$14,496,856
Net assets
$10,697,307
Revenue
$12,272,658
Expenses
$12,017,639
Net income
$255,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.4$11.9$8.54$12.6$13.8$1.16
2023Detailed filing. Detailed filing data is available for this year.$21.4$11.7$9.70$12.3$13.3$1.09
2022Detailed filing. Detailed filing data is available for this year.$22.7$11.9$10.8$12.1$12.0$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$12.1$10.6$13.5$11.6$1.92
2020Detailed filing. Detailed filing data is available for this year.$22.3$13.6$8.72$11.0$11.3$0.28
2019Detailed filing. Detailed filing data is available for this year.$22.0$13.0$9.00$10.8$11.5$0.66
2018Detailed filing. Detailed filing data is available for this year.$22.7$13.0$9.66$11.9$12.3$0.44
2017Detailed filing. Detailed filing data is available for this year.$23.7$13.6$10.1$11.6$12.2$0.61
2016Detailed filing. Detailed filing data is available for this year.$25.2$14.5$10.7$12.3$12.0$0.26
2015Detailed filing. Detailed filing data is available for this year.$25.6$15.1$10.5$11.8$12.1$0.33
2014Detailed filing. Detailed filing data is available for this year.$27.0$16.2$10.8$13.2$12.3$0.82
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.7$16.7$9.99$12.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$16.9$10.9$11.7
2011Summary only. Only limited summary data is available for this year.$29.4$17.6$11.8$9.98$11.1$1.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$16.4$12.9$11.1