2024-03-08T07:11:24-08:00 2023-06-30 Hozik & Company PLC 374 Maple Ave E Ste 305 Vienna VA 22180 990 2022-07-01 541371815 The J127 Education Foundation J127 7038540619 9657 Blake Lane Fairfax VA 22031 Christin Soly Executive Director/Treasurer 7038540619 2024-02-22 true Christin Soly XXX-XX-XXXX true Corrie Scott P01295891 8588633319 2024-03-08 0 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Christin Soly 9657 Blake Lane Fairfax VA 22031 20342604 false X www.merrittacademy.org, www.firststepstysons.com X 1986 VA Elementary education and daycare services to 626 students ranging in age from 6 weeks to 14 years old. 4 2 369 4 0 0 4066053 741040 14484213 15187332 858372 -200169 228166 107229 19636804 15835432 441275 166916 0 10849381 11874085 0 0 3825228 4078877 15115884 16119878 4520920 -284446 22852049 29517575 8483869 14157009 14368180 15360566 The J127 Education Foundation, DBA Merritt Academy, DBA The Appletree School, and DBA First Steps Academy (The "Education Foundation") was formed for the purpose of operating private schools and a child care center ("Merritt Academy", "The Appletree School", and "First Steps Academy") to serve the needs of children from all economic backgrounds. The Education Foundation's major sources of revenue are tuition, registration fees, and other activities. false false 14009181 166916 15187332 Elementary education and daycare services to 626 students ranging in age from 6 weeks to 14 years old. 14009181 true true false false false false false false false false true true false true true false true false true false false false false false true false false false true true false false false false false true true false true false false false false true false false false true 27 0 true 369 true false false false false false false false false false false false false X 4 2 true false false false false true true true false false false false true true true true true false true false VA X Stephen Roberson 7032738000 9211 Arlington Blvd Fairfax VA 22031 Christin Soly Secretary/Merritt E.D. 30.00 X 186898 0 2600 Peter Smith Director of Facilities 40.00 X 145602 0 24537 Linda Potts School Principal 40.00 X 117177 0 16692 Kathlena Momm Director 40.00 X 116202 0 11089 Alfons Ostroveanu Director of IT 40.00 X 110261 0 11721 Sandy Briscoe Senior Accountant 40.00 X 110194 0 20338 Stephen Roberson Director of Finance 35.00 X 102735 0 24023 Amy Feather Director 1.00 X 0 0 0 Carol Edelstein Director 1.00 X 0 0 0 Teresa Merritt Chariman 2.00 X X 0 0 0 Paul Klaassen Vice Chairman 1.00 X X 0 0 0 889069 0 111000 8 false true false 8069 621699 111272 108546 741040 Tution 611110 14703818 0 0 Other school related income 611110 483514 0 0 15187332 395417 0 395417 107229 0 107229 107229 107229 3890647 0 4483170 3063 -592523 -3063 -595586 0 0 -595586 20939 8069 20939 0 0 0 15835432 15187332 0 -92940 166916 166916 526511 78977 447534 0 8929377 7916162 1013215 0 45915 35895 10020 0 1685057 1476611 208446 0 687225 687225 0 0 55226 55226 0 0 8431 0 8431 0 63786 0 63786 0 222027 32498 189529 0 39026 39026 0 0 248174 224958 23216 0 49773 45157 4616 0 1664954 1584631 80323 0 32687 32671 16 0 76131 72324 3807 0 575611 546830 28781 0 279548 265571 13977 0 Bad debt 15000 0 15000 0 Food services 495637 495637 0 0 School operations 210353 210353 0 0 School activity expenses 42513 42513 0 0 16119878 14009181 2110697 0 3477675 3121338 1404902 0 60240 811305 208336 198702 15608010 8956251 6977748 6651759 10693578 8845325 29570 9889146 22852049 29517575 860835 786944 2294918 3153787 5328116 10216278 8483869 14157009 X 14366680 15359066 1500 1500 14368180 15360566 22852049 29517575 -284446 1276832 X false true true false X 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 5305599 1794472 3511127 8765222 5946163 2819059 1013206 810433 202773 523983 405183 118800 6651759 Pooled investment fund with the J127 Foundation 8845325 F 8845325 Security Deposits 29570 Finance lease right-of-use assets 30967 Operating lease right-of-use assets 9828609 9889146 Finance lease payable 34683 Operating lease liabilities 10181595 10216278 16902501 1276832 -166916 1109916 15792585 63786 -20939 42847 15835432 15910115 20939 20939 15889176 63786 166916 230702 16119878 Pt XI, Line 2d Financial aid Pt XII, Line 4b Financial aid Pt XI, Line 4b Special event expenses Pt XII, Line 2d Special event expenses true true true true true true true false false false false false false false false true false true Line 6b During 2023, the Education Foundation received revenue from the Employee Tax Retention Credit. Line 3 The Foundation's website includes a statement about the nondiscriminatory policy. The Foundation's website includes a statement about the nondiscriminatory policy. Book Fair 15143 2969 12174 12174 T-Shirts 5411 2869 2542 2542 20554 5838 14716 14716 14716 0 true Financial aid 28 0 166916 FMV Tuition reduction X X false false false false false false false false false Christin Soly 176498 0 0 0 10400 0 2600 0 0 0 189498 0 0 0 Peter Smith 135162 0 0 0 10440 0 2610 0 21927 0 170139 0 0 0 Christin Soly Daughter of Officers 192534 Compensation false Appletree of Fairfax Inc 2 Officers are owners of Appletree 316483 The Fdn leases property from Appletree of Fairfax false Paul Klaassen and Teresa Merritt Officers 227426 The Fdn leases property owned by the Officers false X 7200 FMV X STEM lab materials 1 10000 FMV X Security cameras 1 41579 FMV X Smartboards and 3D printer 8 31003 FMV X Intruder locks project and lockdown shades 18 18764 FMV 0 false false false Pt VI, Line 2 Christin Soly is the daughter to Paul Klaassen and Teresa Merritt. Pt VI, Line 7a The J127 Education Foundation is the sole member and has the right to appoint the Board. Pt VI, Line 7b The sole member, The J127 Foundation, has the power to appoint and remove the School's Executive Director to approve any borrowings by the Education Foundation, to elect and remove the Directors of the Education Foundation, and to approve the adoption of and any admendments to the Bylaws. Pt VI, Line 8b The Foundation has no committees with the authority to act on behalf of the Governing Body and therefore there are no meetings to document. Pt VI, Line 11b The Director of Finance reviews the Form 990 and then submits it to the Chairman of the Board or Secretary of the Board for review and signature. Pt VI, Line 12c All Board Members completed a disclosure statement and do so on an annual basis. In the event of a potential conflict, that person will recuse himself/herself from all discussions and vote. Pt VI, Line 15b The Board performs a thorough review to determine suitable compensation. This process includes a review of comparability data. Comparability data can include compensation surveys and written employment contracts. The Board retains documentation of the deliberation and final decision. Pt VI, Line 19 The Organization makes its governing documents, conflict of interest policy and finanical statements available to the public upon request. The J127 Foundation 9657 Blake Lane Fairfax VA 22031 450523312 Supporting Organization to The J127 Education Fdn VA 501(c)(3) Line 12B II NA false false false false false false false false false true false false true false true false true true false The J127 Foundation O 73665 FMV