Civic Intelligence

The Gregory School

990 • Fiscal year 2019 • EIN 86-0374130

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 18, 2020

Organization ProfileWWW.GREGORYSCHOOL.ORG

View Organization Page

3231 North Craycroft RoadTucson, AZ 85712

(520) 327-6395

Siviq Scores

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

Liabilities / Assets

70th percentile

0.38x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.42x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

20th percentile

-9.3%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

77th percentile

$206,963

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

29th percentile

-1.7%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

2.8%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$7,870,416

Down $135,855 (-1.7%) from 2018

Net Assets

Down

$4,891,491

Down $539,268 (-9.9%) from 2018

Liabilities

Up

$2,978,925

Up $403,413 (+16%) from 2018

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin20th percentile

Revenue

Up

$7,064,980

Up $193,996 (+2.8%) from 2018

Expenses

Up

$7,723,247

Up $979,391 (+15%) from 2018

Net Income

Down

-$658,267

Down $785,395 (-618%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$15M$10M$5.0M$0Assets 2010: $11,560,970Liabilities 2010: $3,196,507Net Assets 2010: $8,364,4632010Assets 2011: $10,693,060Liabilities 2011: $2,941,255Net Assets 2011: $7,751,8052011Assets 2012: $10,518,424Liabilities 2012: $3,225,085Net Assets 2012: $7,293,3392012Assets 2013: $10,377,731Liabilities 2013: $3,323,439Net Assets 2013: $7,054,2922013Assets 2014: $9,766,587Liabilities 2014: $2,970,742Net Assets 2014: $6,795,8452014Assets 2015: $8,955,153Liabilities 2015: $2,753,257Net Assets 2015: $6,201,8962015Assets 2016: $8,454,108Liabilities 2016: $2,897,934Net Assets 2016: $5,556,1742016Assets 2017: $7,763,091Liabilities 2017: $2,621,680Net Assets 2017: $5,141,4112017Assets 2018: $8,006,271Liabilities 2018: $2,575,512Net Assets 2018: $5,430,7592018Assets 2019: $7,870,416Liabilities 2019: $2,978,925Net Assets 2019: $4,891,4912019Assets 2020: $8,401,284Liabilities 2020: $3,527,803Net Assets 2020: $4,873,4812020Assets 2021: $8,582,916Liabilities 2021: $2,189,304Net Assets 2021: $6,393,6122021Assets 2022: $8,600,796Liabilities 2022: $2,197,959Net Assets 2022: $6,402,8372022Assets 2023: $9,544,900Liabilities 2023: $2,636,136Net Assets 2023: $6,908,7642023

Highlighted filing

2019

Assets$7,870,416
Liabilities$2,978,925
Net Assets$4,891,491
Open 2019 Filing

Operations Trend

Revenue Growth47th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $5,140,6332010Expenses 2011: $5,008,0782011Expenses 2012: $5,167,9552012Expenses 2013: $5,062,0982013Revenue 2014: $4,721,039Expenses 2014: $4,979,486Net Income 2014: -$258,4472014Revenue 2015: $4,476,327Expenses 2015: $5,070,276Net Income 2015: -$593,9492015Revenue 2016: $4,458,815Expenses 2016: $5,104,537Net Income 2016: -$645,7222016Revenue 2017: $4,671,715Expenses 2017: $5,086,478Net Income 2017: -$414,7632017Revenue 2018: $6,870,984Expenses 2018: $6,743,856Net Income 2018: $127,1282018Revenue 2019: $7,064,980Expenses 2019: $7,723,247Net Income 2019: -$658,2672019Revenue 2020: $7,639,682Expenses 2020: $7,654,810Net Income 2020: -$15,1282020Revenue 2021: $8,752,250Expenses 2021: $7,864,710Net Income 2021: $887,5402021Revenue 2022: $8,677,304Expenses 2022: $8,310,549Net Income 2022: $366,7552022Revenue 2023: $9,623,114Expenses 2023: $9,390,628Net Income 2023: $232,4862023

Highlighted filing

2019

Revenue$7,064,980
Expenses$7,723,247
Net Income-$658,267
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 18, 2020
Return Version
2018v3.1
Gross Receipts
$8,345,863
Mission and Program Overview

Mission

The gregory school, as a diverse learning community, challenges and supports students to achieve excellence in character, scholarship, leadership, and innovation and prepares them to make a positive impact in the world.

To create leaders and innovators for the 21st century by providing independent, coeducational, grade 5-12 education

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,827,997$4,737,760▼ $90,237
Investments Other Securities$2,460,095$2,531,727▲ $71,632
Cash and Non-Interest-Bearing Accounts$169,205$232,157▲ $62,952
Savings and Temporary Cash Investments$317,574$137,619▼ $179,955
Investments in Publicly Traded Securities$76,618$77,307▲ $689
Prepaid Expenses and Deferred Charges$48,905$54,429▲ $5,524
Accounts Receivable$8,770$6,621▼ $2,149
Inventories for Sale or Use$2,642--
Total Assets$8,006,271$7,870,416▼ $135,855
Other Assets Total$94,465$92,796▼ $1,669
Liabilities
Deferred Revenue$2,041,740$2,352,310▲ $310,570
Accounts Payable and Accrued Expenses$275,340$333,564▲ $58,224
Mortgage Notes Payable Secured by Investment Property$249,711$283,576▲ $33,865
Other Liabilities$8,721$9,475▲ $754
Total Liabilities$2,575,512$2,978,925▲ $403,413
Net Assets / Fund Balance
Unrestricted Net Assets$2,580,791$2,282,895▼ $297,896
Permanently Rstr Net Assets$1,467,275$1,505,295▲ $38,020
Temporarily Rstr Net Assets$1,382,693$1,103,301▼ $279,392
Total Net Assets Fund Balance$5,430,759$4,891,491▼ $539,268
Total Liabilities and Net Assets / Fund Balance$8,006,271$7,870,416▼ $135,855

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,689,209$8,376,137-
Other Land Buildings$156,969$638,443-
Land$1,109,277--
Equipment$184,228$1,089,473-
Leasehold Improvements$598,077$637,622-
Other Securities$1,185,156--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,460,095$38,020▲ $176,580-$2,531,727
2017$2,318,589$64,081▲ $217,615-$2,460,095
2016$2,132,082$25,000▲ $270,618-$2,318,589
2015$2,176,271$24,765▲ $38,898-$2,132,082
2014$2,130,436$20,000▲ $133,912-$2,176,271
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie SherrillHead of SchoolFT$186,263$20,700$206,963
Paul ForknerDirector of FinanceFT$44,833$4,300$49,133

Board Members and Trustees

NameTitle
Patti WisnomPresident
Alicia SaposnikVice President
Amy JobstTrustee
Andrea MainmanTrustee
Clayton ColwellTrustee
Hanna MillerTrustee
Kathy PetersTrustee
Will ConroyTrustee
Will PewTrustee
Patty NolenSecretary
Naomi WeinerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sage Dining Services INCFood Service Provider1402 YORK ROAD, Lutherville, MD 21093$250,553
Ais Industries INCConstruction4300 S STATION MASTER DR, Tucson, AZ 85714$112,915
Pate Contractors LLCConstruction4500 E SPEEDWAY BLVD STE 6, Tucson, AZ 85712$104,262
Revenue and Support

Revenue Composition

Contributions and Grants
$1,584,688
Program Service Revenue
$5,398,691
Investment Income
$58,693
Other Revenue
$22,908
All Other Contributions
$1,584,688
Change in Net Assets
$-658,267

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,692,163
Revenue Not Reported on Financial Statements
$1,372,817
Revenue Not Reported on Form 990
$118,999
Other Revenue Adjustments
$1,362,849
Total Revenue per Audited Statements
$5,811,162
Total Revenue per Form 990
$7,064,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,424,668
Other Expenses$1,935,730
Grants and Similar Amounts Paid$1,362,849
Total Fundraising Expense$74,458
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,545,748$835,698-$3,381,446
Grants to Domestic Individuals$1,362,849--$1,362,849
Depreciation Depletion$312,051$55,805-$367,856
Other Employee Benefits$182,008$135,057-$317,065
Current Officers, Directors, Trustees, and Key Employees$87,300$176,000$43,650$306,950
Payroll Taxes$195,431$83,491-$278,922
Occupancy$211,560$51,632-$263,192
Pension Plan Contributions$97,963$42,322-$140,285
Insurance-$107,464-$107,464
Information Technology$14,693$21,709$21,947$58,349
Advertising$35,683$505$4,343$40,531
Other Expenses$37,153$74,576$27$37,153
Fees for Services Accounting-$32,649-$32,649
Travel$26,114--$26,114
Interest$21,965$3,928-$25,893
Office Expenses$1,085$18,500$4,491$24,076
Fees for Service Investment Mgmnt Fees-$9,968-$9,968
Conferences and Meetings-$9,895-$9,895
Fees for Services Other-$5,329-$5,329
Total Functional Expenses$5,984,261$1,664,528$74,458$7,723,247

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,723,247
Expenses per Audited Statements$6,350,430
Total Expenses per Audited Statements$6,350,430
Expenses Not Reported on Financial Statements$1,372,817
Other Expense Adjustments$1,362,849
Expenses Not Reported on Form 990$0
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
Other Current Liabilities$9,475
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
Yes
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 4

“The gregory school bylaws have been amended and restated during 2019 to revise the minimum and maximum number of trustees, to modify the term limits for officers and trustees, to impose a minimum number of trustees necessary to take action in a quorum, etc.”

Form 990, Part VI, Section A, Line 6

“Per the by-laws article 3, section 1 - the corporation shall have one class of trustee members (herein referred to as "trustees") who shall consist of those persons serving as members of the board of trustees of the corporation”

Form 990, Part VI, Section A, Line 7A

“Per the by-laws article 3, section 1 - the corporation shall have one class of trustee members (herein referred to as "trustees") who shall consist of those persons serving as members of the board of trustees of the corporation”

Form 990, Part VI, Section B, Line 11B

“After being reviewed by the head of school and director of finance, the draft 990 is reviewed in detail by the finance committee. After the 990 is approved by the finance committee, it is provided to the board of directors at the next meeting prior to being filed.”

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

“The policy is reviewed annually or with major changes in board membership”

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

“The board assists with recruiting key employees and approves compensation. No officers are compensated.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
The Gregory School
EIN
86-0374130
Phone
5203276395
Address
3231 NORTH CRAYCROFT ROAD, TUCSON, AZ 85712
Doing Business As
The Gregory School

Signing Officer

Name
Julie Sherrill Phd
Title
Head of School
Phone
5203276395
Signed
2020-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patti Wisnom
Formed
1979
Legal Domicile
Az
Voting Board Members
11
Independent Board Members
11
Employees
123
Volunteers
50

Preparer

Firm
Cliftonlarsonallen Llp
Address
5255 EAST WILLIAMS CIRCLE STE 5000, TUCSON, AZ 85711
Preparer
Lisa Adams
Phone
5207903500
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The gregory school's endowment consists of 13 individual funds established for a variety of purposes. Its endowment includes donor-restricted endowment funds.”

PART X, LINE 2:

“The school is required to perform an evaluation of all tax positions taken or expected to be taken in the course of preparing the school's tax returns to determine whether the tax positions meet a "more likely than not" standard of being sustained under examination by the applicable taxing authorities. This evaluation is required to be performed for all open tax years, as defined by the various statutes of limitations, for federal and state purposes. The school is only subject to income taxes on unrelated business taxable income (ubti). As a result, the school is required to file informational returns for federal and state purposes and, if it has ubti, federal and state income tax returns. The federal and state tax returns are subject to examination by the internal revenue service and state taxing authorities, generally for three years after filed. Management has performed its evaluation of tax positions taken on all open tax returns and has determined that there were no positions taken that do not meet the "more likely than not" standard.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid and scholarship 1,362,849.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid and scholarship 1,362,849.”

Raw XML AppendixShowing 400 of 681 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/PersonNm11JULIE SHERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm12PAUL FORKNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11186263
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1244833
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF FINANCE
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IRS990/FormationYr01979
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02117
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt01362849
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01362849
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01362849
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01283000
IRS990/GrossReceiptsAmt08345863
IRS990/GrossRentsGrp/RealAmt024577
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt021947
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt021709
IRS990/InformationTechnologyGrp/ProgramServicesAmt014693
IRS990/InformationTechnologyGrp/TotalAmt058349
IRS990/InsuranceGrp/ManagementAndGeneralAmt0107464
IRS990/InsuranceGrp/TotalAmt0107464
IRS990/InterestGrp/ManagementAndGeneralAmt03928
IRS990/InterestGrp/ProgramServicesAmt021965
IRS990/InterestGrp/TotalAmt025893
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02642
IRS990/InvestmentIncomeGrp/ExclusionAmt056576
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056576
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02460095
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02531727
IRS990/InvestmentsPubTradedSecGrp/BOYAmt076618
IRS990/InvestmentsPubTradedSecGrp/EOYAmt077307
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010741675
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04827997
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04737760
IRS990/LandBldgEquipCostOrOtherBssAmt015479435
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01280883
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CREATE LEADERS AND INNOVATORS FOR THE 21ST CENTURY BY PROVIDING INDEPENDENT, COEDUCATIONAL, GRADE 5-12 EDUCATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0249711
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0283576
IRS990/NetAssetsOrFundBalancesBOYAmt05430759
IRS990/NetAssetsOrFundBalancesEOYAmt04891491
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02117
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02117
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt024577
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt024577
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0118999
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt051632
IRS990/OccupancyGrp/ProgramServicesAmt0211560
IRS990/OccupancyGrp/TotalAmt0263192
IRS990/OfficeExpensesGrp/FundraisingAmt04491
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018500
IRS990/OfficeExpensesGrp/ProgramServicesAmt01085
IRS990/OfficeExpensesGrp/TotalAmt024076
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt094465
IRS990/OtherAssetsTotalGrp/EOYAmt092796
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0135057
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0182008
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0317065
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER MISCELLANEOUS COS
IRS990/OtherExpensesGrp/Desc2STUDENT ACTIVITIES
IRS990/OtherExpensesGrp/FundraisingAmt027
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt074576
IRS990/OtherExpensesGrp/ProgramServicesAmt0766632
IRS990/OtherExpensesGrp/ProgramServicesAmt186026
IRS990/OtherExpensesGrp/ProgramServicesAmt237153
IRS990/OtherExpensesGrp/TotalAmt0766632
IRS990/OtherExpensesGrp/TotalAmt1160629
IRS990/OtherExpensesGrp/TotalAmt237153
IRS990/OtherLiabilitiesGrp/BOYAmt08721
IRS990/OtherLiabilitiesGrp/EOYAmt09475
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN LIFE INSURANCE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-1669
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-1669
IRS990/OtherRevenueTotalAmt0-1669
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0835698
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02545748
IRS990/OtherSalariesAndWagesGrp/TotalAmt03381446
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt083491
IRS990/PayrollTaxesGrp/ProgramServicesAmt0195431
IRS990/PayrollTaxesGrp/TotalAmt0278922
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt042322
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt097963
IRS990/PensionPlanContributionsGrp/TotalAmt0140285
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01467275
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01505295
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048905
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt054429
IRS990/PrincipalOfficerNm0PATTI WISNOM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1ACTIVITY FEES & MISCELLANEOUS CHA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05259176
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1139515
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05259176
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1139515
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01911198
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01326526
IRS990/PYInvestmentIncomeAmt056161
IRS990/PYOtherExpensesAmt01506520
IRS990/PYOtherRevenueAmt079118
IRS990/PYProgramServiceRevenueAmt04824507
IRS990/PYRevenuesLessExpensesAmt0127128
IRS990/PYSalariesCompEmpBnftPaidAmt03910810
IRS990/PYTotalExpensesAmt06743856
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06870984
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-658267
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt024577
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05398691
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0317574
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0137619
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt02689209
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08376137
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt011065346
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt09968
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02460095
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt038020
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02531727
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0133000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176580
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt09190
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02318589
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt064081
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02460095
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0131000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0217615
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08111
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02132082
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02318589
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0101000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0270618
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07762

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,870,416
Liabilities
$2,978,925
Net assets
$4,891,491
Revenue
$7,064,980
Expenses
$7,723,247
Net income
-$658,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$9.54$2.64$6.91$9.62$9.39$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.60$2.20$6.40$8.68$8.31$0.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.58$2.19$6.39$8.75$7.86$0.89
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.40$3.53$4.87$7.64$7.65$0.02
2019Detailed filing. Detailed filing data is available for this year.$7.87$2.98$4.89$7.06$7.72$0.66
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.01$2.58$5.43$6.87$6.74$0.13
2017Summary only. Only limited summary data is available for this year.$7.76$2.62$5.14$4.67$5.09$0.41
2016Summary only. Only limited summary data is available for this year.$8.45$2.90$5.56$4.46$5.10$0.65
2015Detailed filing. Detailed filing data is available for this year.$8.96$2.75$6.20$4.48$5.07$0.59
2014Detailed filing. Detailed filing data is available for this year.$9.77$2.97$6.80$4.72$4.98$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$3.32$7.05$5.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$3.23$7.29$5.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$2.94$7.75$5.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$3.20$8.36$5.14