Civic Intelligence

The Gregory School

990 • Fiscal year 2020 • EIN 86-0374130

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 16, 2021

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

71st percentile

0.42x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.46x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

36th percentile

-0.2%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

78th percentile

$210,128

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

52nd percentile

6.7%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

8.1%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$8,401,284

Up $530,868 (+6.7%) from 2019

Net Assets

Down

$4,873,481

Down $18,010 (-0.4%) from 2019

Liabilities

Up

$3,527,803

Up $548,878 (+18%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin36th percentile

Revenue

Up

$7,639,682

Up $574,702 (+8.1%) from 2019

Expenses

Down

$7,654,810

Down $68,437 (-0.9%) from 2019

Net Income

Up

-$15,128

Up $643,139 (+98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2020

Assets$8,401,284
Liabilities$3,527,803
Net Assets$4,873,481
Open 2020 Filing

Operations Trend

Revenue Growth63rd 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

2020

Revenue$7,639,682
Expenses$7,654,810
Net Income-$15,128
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 16, 2021
Return Version
2019v5.2
Gross Receipts
$7,751,506
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$4,737,760$4,501,943▼ $235,817
Investments Other Securities$2,531,727$2,435,021▼ $96,706
Cash and Non-Interest-Bearing Accounts$232,157$1,086,215▲ $854,058
Savings and Temporary Cash Investments$137,619$140,797▲ $3,178
Investments in Publicly Traded Securities$77,307$77,371▲ $64
Prepaid Expenses and Deferred Charges$54,429$60,790▲ $6,361
Accounts Receivable$6,621$0▼ $6,621
Total Assets$7,870,416$8,401,284▲ $530,868
Other Assets Total$92,796$99,147▲ $6,351
Liabilities
Deferred Revenue$2,352,310$2,170,897▼ $181,413
Mortgage Notes Payable Secured by Investment Property$283,576$1,064,988▲ $781,412
Accounts Payable and Accrued Expenses$333,564$274,935▼ $58,629
Other Liabilities$9,475$16,983▲ $7,508
Total Liabilities$2,978,925$3,527,803▲ $548,878
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,608,596$2,674,349▲ $65,753
Net Assets Without Donor Restrictions$2,282,895$2,199,132▼ $83,763
Total Net Assets Fund Balance$4,891,491$4,873,481▼ $18,010
Total Liabilities and Net Assets / Fund Balance$7,870,416$8,401,284▲ $530,868

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,165,308$8,863,487-
Other Land Buildings$136,599$171,450-
Land$1,109,277--
Equipment$236,496$253,526-
Leasehold Improvements$854,263$113,449-
Other Securities$1,085,119--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,531,727$40,300▲ $58,643-$2,475,652
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
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie SherrillHead of SchoolFT$195,000$15,128$210,128
Paul ForknerFormer Director of FinanceFT$80,000$8,536$88,536
Mary BabbittDirector of FinanceFT$76,500$11,523$88,023

Board Members and Trustees

NameTitle
Patti WisnomPresident
Hanna MillerVice President
Amy JobstTrustee
Claudine MessingTrustee
Kathy PetersTrustee
Leslie HerosTrustee
Marie MaloneyTrustee
Mark ClineTrustee
Patty NolenTrustee
Will ConroyTrustee
Will PewTrustee
Clayton ColwellSecretary
Naomi WeinerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sage Dining Services INCFood Service Provider1402 YORK ROAD, Lutherville, MD 21093$354,263
Caylor Design And ConstructionBathroom Remodel2 E CONGRESS SUITE 900, Tucson, AZ 85701$138,342
Revenue and Support

Revenue Composition

Contributions and Grants
$1,681,158
Program Service Revenue
$5,878,677
Investment Income
$61,536
Other Revenue
$18,311
All Other Contributions
$1,681,158
Change in Net Assets
$-15,128

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,029,476
Revenue Not Reported on Financial Statements
$1,610,206
Revenue Not Reported on Form 990
$-2,882
Other Revenue Adjustments
$1,593,688
Total Revenue per Audited Statements
$6,026,594
Total Revenue per Form 990
$7,639,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,272,855
Other Expenses$1,767,017
Grants and Similar Amounts Paid$1,593,688
Total Fundraising Expense$71,795
Professional Fundraising Fees$21,250

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,519,390$694,882-$3,214,272
Grants to Domestic Individuals$1,593,688--$1,593,688
Depreciation Depletion$308,347$55,142-$363,489
Current Officers, Directors, Trustees, and Key Employees$84,100$216,405$42,050$342,555
Other Employee Benefits$206,949$113,012-$319,961
Occupancy$247,242$53,542-$300,784
Payroll Taxes$189,158$77,376-$266,534
Pension Plan Contributions$103,737$36,421-$140,158
Insurance-$96,619-$96,619
Information Technology$49,968$31,698$10,809$92,475
Interest$27,800$4,971-$32,771
Advertising$26,425$400$2,086$28,911
Fees for Services Accounting-$22,925-$22,925
Office Expenses$204$12,436$6,225$18,865
Travel$17,831--$17,831
Fees for Service Investment Mgmnt Fees-$16,518-$16,518
Fees for Services Professional Fundraising--$10,625$10,625
Fees for Services Other-$2,615-$2,615
Conferences and Meetings-$2,151-$2,151
Other Expenses$-4,461$67,287-$-4,461
Total Functional Expenses$6,078,615$1,504,400$71,795$7,654,810

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,654,810
Expenses per Audited Statements$6,044,604
Total Expenses per Audited Statements$6,044,604
Expenses Not Reported on Financial Statements$1,610,206
Other Expense Adjustments$1,593,688
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$21,250
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$16,983
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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

“Per the by-laws article 5, 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 5, 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

“A draft copy of the 990 is reviewed in detail by the head of school, director of finance, the executive committee and the finance committee prior to filing.”

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 15

“A subset of the board reviews the employment contract for the head of school within the final year of the then-current contract, and then both the executive committee and the full board of trustees review and approve substantive changes to the renewal contract, as applicable. Data from other independent schools is compared as part of the contract renewal process. Minutes from applicable executive and board meetings reflect that the contract was reviewed and approved. The head of school and director of finance review the salaries annually of the remaining employees, with the head of school responsible for the final determination thereof. Salaries of similar positions and length of service at the largest public school district in the local area are used as benchmarks for comparison with adjustments based on merit. The salaries are documented in the annual employment contracts. Salaries and related employment benefits are reviewed annually with the board of trustees input about any across the board raises.”

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
2021-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patti Wisnom
Formed
1979
Legal Domicile
Az
Voting Board Members
13
Independent Board Members
13
Employees
103
Volunteers
50

Preparer

Firm
Cliftonlarsonallen Llp
Address
5255 EAST WILLIAMS CIRCLE SUITE, 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 1,593,688.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid and scholarship 1,593,688.”

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IRS990/Form990PartVIISectionAGrp/PersonNm3NAOMI WEINER
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK CLINE
IRS990/Form990PartVIISectionAGrp/PersonNm5WILL CONROY
IRS990/Form990PartVIISectionAGrp/PersonNm6LESLIE HEROS
IRS990/Form990PartVIISectionAGrp/PersonNm7AMY JOBST
IRS990/Form990PartVIISectionAGrp/PersonNm8MARIE MALONEY
IRS990/Form990PartVIISectionAGrp/PersonNm9CLAUDINE MESSING
IRS990/Form990PartVIISectionAGrp/PersonNm10PATTY NOLEN
IRS990/Form990PartVIISectionAGrp/PersonNm11KATHY PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm12WILL PEW
IRS990/Form990PartVIISectionAGrp/PersonNm13JULIE SHERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm14MARY BABBITT
IRS990/Form990PartVIISectionAGrp/PersonNm15PAUL FORKNER
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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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1580000
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/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/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt15FORMER DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt024304
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt01593688
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01593688
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01593688
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0118128
IRS990/GrossReceiptsAmt07751506
IRS990/GrossRentsGrp/RealAmt029960
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt010809
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt031698
IRS990/InformationTechnologyGrp/ProgramServicesAmt049968
IRS990/InformationTechnologyGrp/TotalAmt092475
IRS990/InsuranceGrp/ManagementAndGeneralAmt096619
IRS990/InsuranceGrp/TotalAmt096619
IRS990/InterestGrp/ManagementAndGeneralAmt04971
IRS990/InterestGrp/ProgramServicesAmt027800
IRS990/InterestGrp/TotalAmt032771
IRS990/InvestmentIncomeGrp/ExclusionAmt037232
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037232
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02531727
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02435021
IRS990/InvestmentsPubTradedSecGrp/BOYAmt077307
IRS990/InvestmentsPubTradedSecGrp/EOYAmt077371
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09401912
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04737760
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04501943
IRS990/LandBldgEquipCostOrOtherBssAmt013903855
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt093824
IRS990/LessRentalExpensesGrp/RealAmt018000
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/BOYAmt0283576
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01064988
IRS990/NetAssetsOrFundBalancesBOYAmt04891491
IRS990/NetAssetsOrFundBalancesEOYAmt04873481
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt024304
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt024304
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt011960
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt011960
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2882
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02282895
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02199132
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt053542
IRS990/OccupancyGrp/ProgramServicesAmt0247242
IRS990/OccupancyGrp/TotalAmt0300784
IRS990/OfficeExpensesGrp/FundraisingAmt06225
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012436
IRS990/OfficeExpensesGrp/ProgramServicesAmt0204
IRS990/OfficeExpensesGrp/TotalAmt018865
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt092796
IRS990/OtherAssetsTotalGrp/EOYAmt099147
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0113012
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0206949
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0319961
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER MISCELLANEOUS COS
IRS990/OtherExpensesGrp/Desc2STUDENT ACTIVITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt067287
IRS990/OtherExpensesGrp/ProgramServicesAmt0638419
IRS990/OtherExpensesGrp/ProgramServicesAmt169818
IRS990/OtherExpensesGrp/ProgramServicesAmt2-4461
IRS990/OtherExpensesGrp/TotalAmt0638419
IRS990/OtherExpensesGrp/TotalAmt1137105
IRS990/OtherExpensesGrp/TotalAmt2-4461
IRS990/OtherLiabilitiesGrp/BOYAmt09475
IRS990/OtherLiabilitiesGrp/EOYAmt016983
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN LIFE INSURAN
IRS990/OtherRevenueMiscGrp/ExclusionAmt06351
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06351
IRS990/OtherRevenueTotalAmt06351
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0694882
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02519390
IRS990/OtherSalariesAndWagesGrp/TotalAmt03214272
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt077376
IRS990/PayrollTaxesGrp/ProgramServicesAmt0189158
IRS990/PayrollTaxesGrp/TotalAmt0266534
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt036421
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0103737
IRS990/PensionPlanContributionsGrp/TotalAmt0140158
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt054429
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt060790
IRS990/PrincipalOfficerNm0PATTI WISNOM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1ACTIVITY FEES & MISCEL
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1147021
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1147021
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01584688
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01362849
IRS990/PYInvestmentIncomeAmt058693
IRS990/PYOtherExpensesAmt01935730
IRS990/PYOtherRevenueAmt022908
IRS990/PYProgramServiceRevenueAmt05398691
IRS990/PYRevenuesLessExpensesAmt0-658267
IRS990/PYSalariesCompEmpBnftPaidAmt04424668
IRS990/PYTotalExpensesAmt07723247
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07064980
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-15128
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt011960
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05878677
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0137619
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0140797
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/BookValueAmt02165308
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08863487
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt011028795
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt016518
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02531727
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt040300
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02475652
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0138500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt058643
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt09968

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,401,284
Liabilities
$3,527,803
Net assets
$4,873,481
Revenue
$7,639,682
Expenses
$7,654,810
Net income
-$15,128
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
2020Detailed filing. Detailed filing data is available for this year.$8.40$3.53$4.87$7.64$7.65$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$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