Totals
- Total revenue
- $37,616,219
- Total expenses
- $31,641,856
- Contributions and grants received
- $7,744,881
- Grants paid
- $4,016,200
- Program service revenue
- $28,412,437
- Investment income
- $814,221
- Other revenue
- $644,680
- Total assets, end of year
- $100,957,663
- Total liabilities, end of year
- $26,773,104
- Net assets or fund balances, end of year
- $74,184,559
- Program services expenses (Part IX)
- $24,427,515
- Management and general expenses
- $6,214,470
- Fundraising expenses
- $999,871
- Program service expenses (Part III)
- $24,427,515
Program services were 77.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$207,895
-
1e · Government grants (contributions)
$374,800
-
1f · All other contributions, gifts and grants
$7,162,186
-
1g · Noncash contributions included above
$435,669
-
2a · Program service revenue: TUITION
total $26,697,852 · related or exempt $26,697,852
-
2b · Program service revenue: FEE INCOME
total $1,377,620 · related or exempt $1,377,620
-
2c · Program service revenue: AUXILIARY SERVICES
total $336,965 · related or exempt $336,965
-
3 · Investment income
total $829,611 · excluded $829,611
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $17,835
-
6b · Less rental expenses
real property $12,243
-
6c · Rental income or loss
real property $5,592 · personal property $0
-
6d · Net rental income or loss
total $5,592 · excluded $5,592
-
7a · Gross sales of assets other than inventory
securities $8,000,241 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $7,896,528 · other assets $119,103
-
7c · Gain or loss
securities $103,713 · other assets -$119,103
-
7d · Net gain or loss
total -$15,390 · excluded -$15,390
-
8a · Fundraising events: gross income
$783,296
-
8a · Fundraising events: contributions included on line 1c
$207,895
-
8b · Fundraising events: direct expenses
$244,926
-
8c · Net income from fundraising events
total $538,370 · excluded $538,370
-
9a · Gaming: gross income
$16,583
-
9b · Gaming: direct expenses
$2,160
-
9c · Net income from gaming
total $14,423 · excluded $14,423
-
10a · Gross sales of inventory
$232,029
-
10b · Cost of goods sold
$145,734
-
10c · Net income from sales of inventory
total $86,295 · related or exempt $86,295
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $6,500 · program services $6,500
-
2 · Grants to domestic individuals
total $4,009,700 · program services $4,009,700
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $597,637 · program services $388,464 · management and general $185,267 · fundraising $23,906
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $12,050,527 · program services $7,832,843 · management and general $3,735,663 · fundraising $482,021
-
8 · Pension plan contributions
total $487,102 · program services $316,616 · management and general $151,002 · fundraising $19,484
-
9 · Other employee benefits
total $1,218,177 · program services $889,269 · management and general $280,181 · fundraising $48,727
-
10 · Payroll taxes
total $925,982 · program services $629,668 · management and general $259,275 · fundraising $37,039
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $36,203 · management and general $36,203
-
11c · Fees: accounting
total $57,674 · management and general $57,674
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $39,334 · management and general $39,334
-
11g · Fees: other
total $1,424,467 · program services $1,139,574 · management and general $213,670 · fundraising $71,223
-
12 · Advertising and promotion
total $177,011 · program services $88,506 · management and general $61,954 · fundraising $26,551
-
13 · Office expenses
total $426,097 · program services $289,744 · management and general $119,307 · fundraising $17,046
-
14 · Information technology
total $593,863 · program services $403,827 · management and general $166,282 · fundraising $23,754
-
15 · Royalties
total $0
-
16 · Occupancy
total $2,188,697 · program services $1,969,827 · management and general $196,983 · fundraising $21,887
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $61,215 · program services $48,972 · management and general $9,794 · fundraising $2,449
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $2,579,739 · program services $2,321,765 · management and general $232,177 · fundraising $25,797
-
23 · Insurance
total $46,006 · program services $36,805 · management and general $7,361 · fundraising $1,840
-
24a · Other expenses: ADMISSIONS & PRINCIPALS OFFICE
total $1,192,155 · program services $596,078 · management and general $417,254 · fundraising $178,823
-
24b · Other expenses: FOOD SERVICE
total $1,121,071 · program services $1,121,071
-
24c · Other expenses: ATHLETICS
total $714,992 · program services $714,992
-
24d · Other expenses: ACADEMIC SUPPORT
total $613,626 · program services $613,626
-
24e · All other expenses
total $1,074,081 · program services $1,009,668 · management and general $45,089 · fundraising $19,324
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $19,629,811 · end of year $18,338,328
-
2 · Savings and temporary cash investments
beginning of year $2,782,167 · end of year $6,811,591
-
3 · Pledges and grants receivable
beginning of year $12,032,767 · end of year $11,737,395
-
4 · Accounts receivable
beginning of year $12,762,925 · end of year $13,517,002
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $141,473 · end of year $112,842
-
9 · Prepaid expenses and deferred charges
beginning of year $418,949 · end of year $571,124
-
10a · Land, buildings and equipment: cost or other basis
$69,590,594
-
10b · Land, buildings and equipment: accumulated depreciation
$25,261,443
-
10c · Land, buildings and equipment, net
beginning of year $43,490,775 · end of year $44,329,151
-
11 · Investments: publicly traded securities
beginning of year $2,818,018 · end of year $5,485,918
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $67,656 · end of year $54,312
-
17 · Accounts payable and accrued expenses
beginning of year $945,610 · end of year $1,358,026
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $22,639,251 · end of year $23,465,078
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $1,950,000
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $2,450,000 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $47,324,370 · end of year $45,818,414
-
28 · Net assets with donor restrictions
beginning of year $20,785,310 · end of year $28,366,145
Mission and programs · 2023
Mission
WHITEFIELD ACADEMY IS A CHRIST-CENTERED COLLEGE PREPARATORY SCHOOL THAT BOLSTERS CHRISTIAN FAMILIES IN REARING YOUNG PEOPLE WHO GO ON TO COLLEGE AND LIFE WITH A PASSION FOR LEARNING, FOR PUTTING OTHERS AHEAD OF SELF, AND FOR THE LIVING AND ACTIVE JESUS. WHITEFIELD ACADEMY OPERATES PRE-KINDERGARTEN THROUGH HIGH SCHOOL WITH TIME-TESTED PRACTICES AND QUALITIES OF A TOP PREP SCHOOL. THE SCHOOL REQUIRES ACADEMIC EXCELLENCE WITHOUT EXCUSE BASED IN EVANGELICAL CHRISTIANITY WITHOUT APOLOGY. THE SCHOOL BUILDS A STRONG SENSE OF COMMUNITY THROUGH RESPONSIBILITY AND INITIATIVE WITHOUT MANIPULATION OR COERCION.
Activities or mission (Part I)
A CHRIST-CENTERED COLLEGE PREP SCHOOL THAT BOLSTERS CHRISTIAN FAMILIES WITH A PASSION FOR LEARNING. THE SCHOOL REQUIRES ACADEMIC EXCELLENCE BASED IN EVANGELICAL CHRISTIANITY.
-
THE WHITEFIELD EDUCATIONAL PROGRAM INCLUDES THE TRADITIONAL ACADEMIC DISCIPLINES AS WELL AS RELIGIOUS STUDIES, SPORTS, THEATER, ART, AND COMMUNITY SERVICE. WE ACCEPT STUDENTS FROM ALL CHRISTIAN DENOMINATIONS WHO WISH TO JOIN OTHER CHRISTIAN BELIEVERS IN PROVIDING CHILDREN THE FINEST CHRIST-CENTERED PREPARATORY SCHOOL EDUCATION. ENROLLMENT 966, PK4-12.
Expenses $24,427,515 · Grants $4,016,200 · Revenue $28,412,437
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kevin BracherKEVIN BRACHER
HEAD OF SCHOOL
- Total calculated
- $472,350
- From this org
- $421,708
- From related orgs
- $0
- Other
- $50,642
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $360,500
- Bonus
- $40,000
- Other
- $21,208
- Deferred
- $18,025
- Nontaxable benefits
- $33,366
- Filer's total
- $473,099
-
Brian KennerlyBRIAN KENNERLY
ASST HEAD OF OPERATIONS
- Total calculated
- $197,035
- From this org
- $149,574
- From related orgs
- $0
- Other
- $47,461
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $148,374
- Bonus
- $0
- Other
- $1,200
- Deferred
- $7,813
- Nontaxable benefits
- $40,144
- Filer's total
- $197,531
-
Michael ShaheenMICHAEL SHAHEEN
DIR OF STUDENT LEADERSHIP
- Total calculated
- $184,442
- From this org
- $123,407
- From related orgs
- $0
- Other
- $61,035
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $91,637
- Bonus
- $8,350
- Other
- $23,420
- Deferred
- $5,953
- Nontaxable benefits
- $55,387
- Filer's total
- $184,747
-
Heather KarvisHEATHER KARVIS
ASSISTANT HEAD OF ACADEMICS
- Total calculated
- $176,344
- From this org
- $126,324
- From related orgs
- $0
- Other
- $50,020
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $123,124
- Bonus
- $0
- Other
- $3,200
- Deferred
- $6,120
- Nontaxable benefits
- $44,258
- Filer's total
- $176,702
-
Lauren RaceLAUREN RACE
DIR OF DEVELOPMENT
- Total calculated
- $172,394
- From this org
- $136,608
- From related orgs
- $0
- Other
- $35,786
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $135,408
- Bonus
- $0
- Other
- $1,200
- Deferred
- $7,215
- Nontaxable benefits
- $29,046
- Filer's total
- $172,869
-
Maryellen BerryMARYELLEN BERRY
DIR OF PROFESSIONAL GROWTH
- Total calculated
- $163,889
- From this org
- $134,339
- From related orgs
- $0
- Other
- $29,550
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $128,299
- Bonus
- $5,020
- Other
- $1,020
- Deferred
- $7,123
- Nontaxable benefits
- $22,856
- Filer's total
- $164,318
-
Frances BantaFRANCES BANTA
DIR OF FINANCE
- Total calculated
- $147,514
- From this org
- $116,455
- From related orgs
- $0
- Other
- $31,059
- Hours/week
- 50
-
Christopher HerschendCHRISTOPHER HERSCHEND
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Peter KantorPETER KANTOR
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jeanne WatsonJEANNE WATSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Kevin ByrneKEVIN BYRNE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Aaron MessnerAARON MESSNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Allyson WatsonALLYSON WATSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Antony SanacoryANTONY SANACORY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Byron JohnsonBYRON JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Chris ScottCHRIS SCOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Erika Davies-VennERIKA DAVIES-VENN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John BrowneJOHN BROWNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Johnathan EdwardsJOHNATHAN EDWARDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joseph KnightJOSEPH KNIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mary Jean BrostrandMARY JEAN BROSTRAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul CahillPAUL CAHILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ricardo LopezRICARDO LOPEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Travel for companions
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 5a · Pay contingent on this organization's revenues
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 1A
- TRAVEL IS PROVIDED TO COMPANIONS FOR MISSIONS TRIP.
- SCHEDULE J, PART I, LINE 4B
- THE ACADEMY PROVIDES A 403(B) DEFINED CONTRIBUTION PLAN THAT COVERS ALL EMPLOYEES WHO HAVE MET CERTAIN AGE REQUIREMENTS AND WORK AT LEAST 75% OF THE TIME. EMPLOYEES ARE ELIGIBLE TO CONTRIBUTE BETWEEN 1% AND 15% OF THEIR ELIGIBLE COMPENSATION TO THE PLAN IN ACCORDANCE WITH THE PROVISIONS OF THE PLAN. DURING 2024 AND 2023, THE ACADEMY MATCHED A MULTI-TIERED PERCENTAGE OF EMPLOYEE CONTRIBUTIONS TO THE PLAN. THE ACADEMY CONTRIBUTED $464,719 AND $439,553 TO THE PLAN FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, RESPECTIVELY. THE ACADEMY ESTABLISHED 457(F) DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE SECTION 457 WHICH PROVIDES TAX DEFERRED COMPENSATION ON RETIREMENT SAVINGS IN ADDITION TO THE 403(B) PLAN. THE 457(F) PLAN PROVIDES FOR PRE-TAX CONTRIBUTIONS ON BEHALF OF KEY EXECUTIVES AS A RETIREMENT BENEFIT. DURING THE YEAR ENDED JUNE 30, 2024, THE ACADEMY CONTRIBUTED $47,360 TO THE 457(F) PLAN.
- SCHEDULE J, PART I, LINE 5A
- THE BONUS PAID TO THE HEAD OF SCHOOL IS BASED ON PERFORMANCE AGAINST CERTAIN BOARD-APPROVED OBJECTIVES, INCLUDING STUDENT PERFORMANCE AND ENROLLMENT.
- SCHEDULE J, PART I, LINE 7
- THE BONUS PAYMENT FOR THE FISCAL YEAR 2024 TO THE HEAD OF SCHOOL WAS $40,000 BASED ON PERFORMANCE. ALL OTHER BONUS PAYMENTS FOR THE FISCAL YEAR 2024 TO OTHER EMPLOYEES LISTED ON PART VII ARE FOR RETENTION.
- SCHEDULE J, PART II, COLUMN (D)
- NONTAXABLE BENEFITS INCLUDES TUITION ASSISTANCE.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$6,500
GENERAL SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520949349301762
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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