2024-01-18T10:33:30-05:00 2023-06-30 KUNDINGER CORDER & MONTOYA PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990 2022-07-01 846049400 ST ANNE'S EPISCOPAL SCHOOL INC STAN 3037569481 2701 S YORK ST DENVER CO 802106098 CHRIS BENNETT CFO FROM 6/15/22 3037569481 2024-01-18 true CHRIS BENNETT 999009999 false MARIA MONTOYA P01363907 3035345953 2024-01-18 2022 2023-04-26 12:10:37Z CHRIS COX 2701 SOUTH YORK STREET DENVER CO 80210 23711490 false X WWW.ST-ANNES.ORG X 1967 CO GROUNDED IN OUR FOUNDING VALUES, WE CULTIVATE A COMMUNITY OF CURIOUS AND COMPASSIONATE LEARNERS WHO ARE INSPIRED TO SERVE AND ENRICH THE WORLD. SEE ALSO DESCRIPTION FOR PART III, LINE 1 ON SCHEDULE O. 15 15 140 150 0 1791788 1255052 11561310 12082955 2100175 638482 9177 45470 15462450 14021959 1511819 1458678 0 8488974 9138211 0 489756 3399021 3936342 13399814 14533231 2062636 -511272 46260720 48650000 2247868 2383384 44012852 46266616 X SEE SCHEDULE O. false false 11633443 1458678 12082995 ST. ANNE'S EPISCOPAL SCHOOL HAS GROWN INTO A PREMIER PRESCHOOL THROUGH GRADE 8 INDEPENDENT, COEDUCATIONAL DAY SCHOOL WITH MORE THAN 420 STUDENTS CURRENTLY ENROLLED. STUDENTS ARE PROVIDED WITH WELL-BALANCED, STATE-OF-THE-ART PROGRAMS IN ACADEMICS, ATHLETICS AND THE ARTS. ADDITIONALLY, AN EXTRAORDINARY EMPHASIS IS PLACED ON CHARACTER DEVELOPMENT AND ETHICAL DECISION MAKING THROUGH THE SCHOOL'S UNIQUE HISTORY AND HERITAGE AND AN ARRAY OF PROGRAMS AND ACTIVITIES. THESE ACTIVITIES AND RELATIONSHIPS OCCUR ON A BEAUTIFUL, GARDEN-FILLED 7.5 ACRE DENVER CAMPUS AND A SCENIC, 15.5 ACRE EXPERIENTIAL FACILITY IN THE FOOTHILLS OUTSIDE THE CITY. 11633443 true true false false false false false false false true true true false false true false true false true false true false false false true true false false true true false false false false false false false false false false false false false false false false false true 29 0 true 140 true false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false X CHRIS BENNETT 3037569481 2701 SOUTH YORK STREET DENVER CO 80210 LORI FRANK INTERIM HOS THRU 63022 ASST HOS FRO 40.00 X 216065 0 22500 CHRIS COX HOS FROM 7/1 50.00 X 190379 0 13400 JUDITH PERSING CFO THRU 6/3 40.00 X 123911 0 9151 RICHARD SIGLER TEACHER 40.00 X 122568 0 10356 TIMOTHY SEITZ DIR OF PLANT 40.00 X 119198 0 12342 PATRICIA NARAJKA TEACHER 40.00 X 119789 0 10884 GLEN WORTHING DIR OF TECHN 40.00 X 118376 0 11754 JENNIFER RUPORT DIR OF DEVEL 40.00 X 118645 0 9816 CHRIS BENNETT CFO FROM 6/1 40.00 X 93184 0 7866 EMILY BARRETT TRUSTEE 4.00 X 0 0 0 MEGAN CANNIZZARO TRUSTEE 4.00 X 0 0 0 DAVID CHUNG TRUSTEE 4.00 X 0 0 0 JEFF ELSNER TRUSTEE 4.00 X 0 0 0 MOLLY ENGLES TRUSTEE 4.00 X 0 0 0 BILL HOWARD TRUSTEE 4.00 X 0 0 0 MARK JENKINS TRUSTEE 4.00 X 0 0 0 HEATHER LEW TRUSTEE 4.00 X 0 0 0 SCOTT LICHTENBERGER TRUSTEE 4.00 X 0 0 0 NICOLE LINDBERG SECRETARY 4.00 X X 0 0 0 SARAH MENGSHOL TRUSTEE 4.00 X 0 0 0 MIKE NEARY TRUSTEE 4.00 X 0 0 0 KIMBERLY NECKERS TREASURER 4.00 X X 0 0 0 LIZ WALKER PRESIDENT 4.00 X X 0 0 0 ANNIE WEINIG TRUSTEE 4.00 X 0 0 0 1222115 108069 8 true true false SODEXO AMERICA LLC 900 AURARIA PARKWAY DENVER CO 80204 LUNCH CATERING 736606 BEAVER BUILDERS LLC 4660 S CLARKSON STREET ENGELWOOD CO 80113 CONSTRUCTION 110301 2 560 1254492 24765 1255052 TUITION AND FEES 900099 11901322 11901322 AUXILIARY AND OTHER 900099 181633 181633 12082955 1341358 1341358 8928250 9631126 -702876 -702876 -702876 28774 560 28774 51458 12349 39109 39109 23643 17282 6361 6361 14021959 12082955 683952 1458678 1458678 803564 616334 155088 32142 6299213 4831497 1215748 251968 467204 358345 90170 18689 990778 759926 191221 39631 577452 442906 111448 23098 58636 58636 70601 70601 132869 44175 88694 193925 60236 130548 3141 93781 71930 18100 3751 1024627 879704 137669 7254 962393 826272 129307 6814 LUNCH PROGRAM 618193 618193 CLASSROOM/EDUCATION 530327 530327 PROFESSIONAL DEV. 200764 155668 37354 7742 DUES AND SUBSCRIPTIONS 29179 22380 5632 1167 21047 1047 14335 5665 14533231 11633443 2410032 489756 4490666 4617756 262815 165975 64593 117875 200886 208770 24015817 13071789 11280364 10944028 26785150 28812319 3176246 3708327 74950 46260720 48650000 846071 937808 1401797 1370626 74950 2247868 2383384 X 40516003 42643625 3496849 3622991 44012852 46266616 46260720 48650000 -511272 2765036 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30145884 1369729 3393421 1761394 33147640 35953667 1296707 -5544974 1559516 30145884 27432604 2142498 7730866 1352301 35953667 26045992 2203510 506893 1323791 27432604 23792263 1844971 1614373 1205615 26045992 0.89600 0.08800 0.01600 false false 170750 170750 21451604 8754755 12696849 2378968 4317034 -1938066 14495 14495 10944028 ALTERNATIVE INVESTMENTS 3708327 F 3708327 OPERATING LEASE LIABILITY 74950 74950 15328317 2765036 -1458678 1306358 14021959 14021959 13003952 13003952 70601 1458678 1529279 14533231 SCHEDULE D, PAGE 4, PART XI, LINE 2D SCHOLARSHIPS AWARDED -1,458,678 SCHEDULE D, PAGE 4, PART XII, LINE 4B SCHOLARSHIPS AWARDED 1,458,678 SCHEDULE D, PAGE 4, PART XIII PART V, LINE 4: THE INVESTMENT COMMITTEE OF THE SCHOOL HAS ESTABLISHED A SPENDING POLICY FOR AN ANNUAL DISTRIBUTION FROM THE ENDOWMENT FUND TO THE OPERATING FUND OF THE SCHOOL. THESE FUNDS ARE DESIGNATED FOR FINANCIAL AID TO STUDENTS, PROFESSIONAL DEVELOPMENT FOR FACULTY AND STAFF, AND THE GENERAL OPERATIONS OF THE SCHOOL. DONOR RESTRICTED ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS TO SELECTED STUDENTS. true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 PUBLICIZED IN NEWSPAPERS AND INCLUDED IN BOTH WRITTEN AND VERBAL COMMUNICATION TO APPLICANTS. false CENTRAL AMERICA AND THE CARIBBEAN - ANTI INVESTING 3708035 3708035 3708035 true false false true false false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN - ANTI 0 3,708,035 PUMPKIN PATCH 17342 560 16782 16782 2 17342 560 16782 16782 16782 51458 12349 false false false 51458 12349 12349 39109 CO true false false false 1.00000 MEGAN CANNIZZARO 2701 S YORK ST DENVER CO 80210 false MEGAN CANNIZZARO-VOLUNTEER MAINTAIN VALID GAMING LICENCES, ETC false true SCHOLARSHIPS 91 1458678 SCHEDULE I, PAGE 1, PART I, LINE 2 SCHOLARSHIPS ARE AWARDED BASED ON NEED AND MONITORED OVER THE COURSE OF THE YEAR. X X X X false false false false false false false false false LORI FRANK INTERIM HOS THRU 63022 ASST HOS FROM 7/1/22 215405 660 22500 25053 238565 CHRIS COX HOS FROM 7/1/22 190379 13400 15680 203779 JUDITH PERSING CFO THRU 6/30/22 123251 660 9151 8606 133062 FORM 990, PART III ST. ANNE'S EPISCOPAL SCHOOL IS AN INDEPENDENT SCHOOL FROM PRESCHOOL THROUGH GRADE 8. THE SCHOOL IS COMMITTED TO THE HERITAGE AND ENVIRONMENT CREATED BY ITS FOUNDING SISTERS. THE SCHOOL STRIVES TO 1) GUIDE EACH CHILD TOWARD THE DEVELOPMENT OF HIS OR HER OWN MORAL, INTELLECTUAL, CREATIVE AND PHYSICAL CAPACITY WHILE FOSTERING A SHARED PURPOSE OF SOCIAL RESPONSIBILITY AND INVOLVEMENT; 2) INSTILL A GENUINE LOVE OF LEARNING WHILE PROVIDING A BROAD CHALLENGING AND STIMULATING EDUCATION, PROMOTING SELF-RELIANCE, AND ESTABLISHING A SUPPORTIVE AND NURTURING LEARNING EXPERIENCE FOR STUDENTS OF VARIED TALENTS AND ABILITIES; 3) MAINTAIN A STRONG, INCLUSIVE FAMILY ATMOSPHERE COMMITTED TO JUDEO-CHRISTIAN VALUES WHILE HONORING THE SOCIO-ECONOMIC, ETHNIC, AND RELIGIOUS DIVERSITY WITHIN THE SCHOOL COMMUNITY. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE AD HOC COMPENSATION COMMITTEE COMPOSED OF THE BOARD PRESIDENT AND CHAIR OF THE FINANCE COMMITTEE BEFORE IT IS FINALIZED. THIS INFORMATION IS THEN REPORTED TO THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 12C TRUSTEES, FACULTY AND STAFF REVIEW THE APPROPRIATE CONFLICT OF INTEREST POLICY ANNUALLY AND COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. POTENTIAL CONFLICTS ARE REQUIRED TO BE REPORTED TO AN OFFICER OF THE BOARD AS THEY OCCUR. MATTERS REQUIRING DISCUSSION ARE BROUGHT TO THE FULL BOARD FOR RESOLUTION. FORM 990, PAGE 6, PART VI, LINE 15A SALARY FOR THE HEAD OF SCHOOL IS DETERMINED BY AN AD HOC COMPENSATION COMMITTEE COMPOSED OF THE BOARD PRESIDENT AND CHAIR OF THE FINANCE COMMITTEE. THIS COMMITTEE REVIEWS DATA GATHERED BY THE CHIEF FINANCIAL OFFICER COMPARING HEAD OF SCHOOL SALARIES WITHIN ACIS AND NAIS. THEY SET THE SALARY AND THE HEAD OF SCHOOL IS GIVEN A CONTRACT THAT IS REVISED EVERY THREE TO FOUR YEARS. THIS COMMITTEE ALSO PREPARES AN ANNUAL EVALUATION OF THE HEAD OF SCHOOL. FORM 990, PAGE 6, PART VI, LINE 15B WHEN A MEMBER OF SENIOR MANAGEMENT IS HIRED, THE SALARY IS SET BY THE CHIEF FINANCIAL OFFICER AND THE HEAD OF SCHOOL BASED ON SALARY DATA FROM ACIS AND NAIS. THESE SALARIES ARE REVIEWED TRI-ANNUALLY. IF THE POSITION BEING HIRED IS THE CHIEF FINANCIAL OFFICER, THE CHAIR OF THE FINANCE COMMITTEE AND THE BOARD PRESIDENT PLAY A ROLE IN THE HIRING PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 12, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. THE INDEPENDENT AUDITORS ARE RECOMMENDED TO THE BOARD OF TRUSTEES BY THE SCHOOL'S FINANCE COMMITTEE. THE INDEPENDENT AUDITORS MEET WITH BOTH THE BOARD AND THE FINANCE COMMITTEE AT LEAST ONCE ANNUALLY TO REVIEW THE AUDIT PROCESS AND RESULTS. THERE HAS BEEN NO CHANGE TO THESE PROCEDURES SINCE THE PRIOR YEAR.