2024-02-07T13:42:11-06:00 2023-06-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-07-01 741185668 St John's School STJO 7138500222 2401 Claremont Lane Houston TX 770195897 L Greg Swan CFO 7138500222 2024-02-07 1 L Greg Swan 999009999 0 Barbara Murphy P01386215 7134395739 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Daniel Alig 2401 Claremont Lane Houston TX 770195897 96873046 0 X www.sjs.org X 1946 TX St. John's School provides talented students in grades K-12 with a rigorous college preparatory curriculum and a wealth of enrichment opportunities carefully designed to prepare students for lives of leadership, service, and personal fulfillment. 22 22 559 500 20017 18017 6971863 16952073 46294572 47190145 8056983 1650881 480726 229060 61804144 66022159 3786328 4088963 0 0 31597792 33891899 0 0 1754577 24816201 21059124 60200321 59039986 1603823 6982173 417226705 333963830 242405378 145044614 174821327 188919216 See Schedule OSt. John's School is an independent, co-educational day school presenting a 13-year sequence of college preparatory training. A non-profit institution, it was founded in 1946 to provide the community with a school of exacting standards in the development of individual, spiritual, ethical, intellectual, social and physical growth. While the means to achieve that purpose may change, it remains the basic mission of the School. 0 0 48550343 4088963 47326008 St. John's School provides approximately 1,420 talented students in grades K-12 with a rigorous college preparatory curriculum and a wealth of enrichment opportunities carefully designed to prepare students for lives of leadership, service, and personal fulfillment.The School seeks to develop the whole person in preparation for a lifetime of personal fulfillment and contribution to society. In particular, it is dedicated to the enhancement and the expansion of future leadership for Houston and the country. The School offers talented, motivated and energetic students a genuine challenge for academic accomplishment and development of a sense of self-worth and personal responsibility. The School in turn holds itself responsible for providing that challenge. 48550343 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 137 0 1 559 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X L Greg Swan 7138504100 2401 Claremont Lane Houston TX 77019 Mark C Rodriquez Chairman 10.00 X X 0 0 0 William Gentry Lee Jr Vice Chairman 2.00 X X 0 0 0 Carrie C Miller Secretary 2.00 X X 0 0 0 Christopher B Johnson Treasurer 2.00 X X 0 0 0 Kathy Britton Trustee 2.00 X 0 0 0 Joe Dilg Trustee 2.00 X 0 0 0 Angela Fullen Trustee 2.00 X 0 0 0 Will Giraud Trustee 2.00 X 0 0 0 Lacey Fluor Goossen Trustee 2.00 X 0 0 0 David Harvey Trustee 2.00 X 0 0 0 Frank Hogan Trustee 2.00 X 0 0 0 Rosa Kim Trustee 2.00 X 0 0 0 Tola Laniyan Trustee 2.00 X 0 0 0 Ransom C Lummis Trustee 2.00 X 0 0 0 Andrew D McCullough Jr Trustee 2.00 X 0 0 0 LeRoy Melcher Trustee 2.00 X 0 0 0 Camilo E Munoz Trustee 2.00 X 0 0 0 Ba Nguyen Trustee 2.00 X 0 0 0 Christopher Sarofim Trustee 2.00 X 0 0 0 Leslie E Sasser Trustee 2.00 X 0 0 0 Elizabeth N Stepanian Trustee 2.00 X 0 0 0 Maria Zerr Trustee 2.00 X 0 0 0 Daniel J Alig Head of School/CEO 50.00 X 469029 0 100950 L Greg Swan CFO 50.00 X 330285 0 33336 Mark Dini CAO through 7/22 50.00 X 164947 0 20673 Christine M Curran Associate Head of School 50.00 X 248690 0 34148 Thomas M McLaughlin Head of Lower School 50.00 X 184581 0 22722 Chia-Chee Chiu Head of Middle School 50.00 X 188272 0 18271 Dawsey D Romero Director of Advancement 50.00 X 163194 0 13955 Richard Still Director of Security & Facilities 50.00 X 217748 0 11646 Jamie L Kim Head of College Counseling 50.00 X 163157 0 17243 Vincent S Arduini Director of Athletics 50.00 X 153984 0 20087 Courtney Burger Director of Admissions 50.00 X 154076 0 19778 Dwight Raulston Teacher 50.00 X 147714 0 26279 Mark Desjardins Former Head of School 50.00 X 285225 0 0 2870902 0 339088 41 1 1 0 Fieldturf USA Inc 175 North Industrial Blvd Calhoun GA 30701 Install field turf 1812148 PJS of Houston Inc PO Box 4346 Dept 195 Houston TX 77210 Janitorial services 346494 STA Security and Investigations LLC 6118 N Fawnlake Dr Katy TX 77493 Security patrols 284667 Hirtle Callaghan & Co 300 Barr Harbor Dr Ste 500 West Conshohocken PA 19428 Investment manager 275436 Curtis & Windham Architects Inc 3815 Montrose Blvd 100 Houston TX 77006 Architect services 190847 9 16952073 8159542 16952073 Tuition 611600 44410565 44410565 Cafeteria fees 611710 1378456 1378456 Activity fees 611710 774732 774732 Auxiliary service fees 611710 626392 626392 47190145 2784165 2784165 73180 0 73180 73180 73180 28885345 30018629 -1133284 -1133284 -1133284 802029 832258 -30229 -30229 Shared parking garage income 900099 166092 166092 Partnership income 722100 20017 20017 186109 66022159 47326008 20017 1724061 4088963 4088963 2176231 1044991 670216 461024 25458535 23918882 1014095 525558 1220477 920936 272481 27060 3185212 2734563 384046 66603 1851444 1442934 355248 53262 22491 22491 57069 57069 359038 359038 564173 81751 324423 157999 3433100 2355371 850856 226873 703652 290800 412852 2284508 2116194 144931 23383 519808 441949 56988 20871 3311516 3311516 5482573 5231655 191721 59197 1193107 1087501 93301 12305 Student activities,trip 1113772 1113772 Food/Cafeteria expenses 1074093 1073077 428 588 Contract services 535494 495425 11777 28292 Printing, web & publica 223968 57651 116955 49362 180762 53928 84634 42200 59039986 48550343 8735066 1754577 38208026 17922490 97707342 30994884 1533903 1436572 114285 292787 775673 446066 506946 573153 267266606 75745643 191633148 191520963 66249347 68587265 20396064 22145229 101971 44421 417226705 333963830 6272417 4868386 35104642 36022722 200429390 103521324 598929 632182 242405378 145044614 X 94129674 94272696 80691653 94646520 174821327 188919216 417226705 333963830 6982173 7115716 0 X 0 1 X 1 0 X 7162599 7710993 5419680 6971863 16952073 44217208 7162599 7710993 5419680 6971863 16952073 44217208 8939037 35278171 2248756 1972033 1923763 2513464 2857345 11515361 3 11131 20017 31151 166092 166092 166092 166092 166092 830460 56594180 230512603 0.62340 0.74610 X Schedule A, Part II, Line 10, Explanation of Other Income: Shared parking garage income - 2018 Amount: $ 166,092. 2019 Amount: $ 166,092. 2020 Amount: $ 166,092. 2021 Amount: $ 166,092. 2022 Amount: $ 166,092. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 87436101 728918 7172719 3500000 91837738 100631944 495687 -10441530 3250000 87436101 80236090 4244228 19311626 3160000 100631944 79406259 2016739 1968092 3155000 80236090 78471755 451511 3877993 3395000 79406259 0.10950 0.51440 0.37610 0 0 106263751 106263751 117101880 44233716 72868164 20369901 13026317 7343584 20333149 18485610 1847539 3197925 3197925 191520963 Investments in partnerships 22145229 F 22145229 69522132 7115716 7115716 62406416 359038 3256705 3615743 66022159 55424243 832258 832258 54591985 359038 4088963 4448001 59039986 Part IV, Line 2b: The School holds funds for several related school groups. The School has limited discretion over the use of these funds. Funds held for others are included in the School's cash and as a liability of the School. Part V, Line 4: The endowment fund was established to support St. John's School in the following areas: faculty salaries, tuition aid, faculty studies, college scholarships, college counseling, technology, and operation and maintenance of facilities. Part XI, Line 4b - Other Adjustments: Bookstore COGS -832,258. Financial Aid 4,088,963. Part XII, Line 2d - Other Adjustments: Bookstore COGS 832,258. Part XII, Line 4b - Other Adjustments: Financial Aid 4,088,963. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 Notice of the school's nondiscriminatory policy regarding students is posted on the School's website. It was also posted on the website of Houston Area Independent Schools found at houstonprivateschools.org. Central America and the Caribbean 0 0 Investments 11518013 0 0 0 0 0 0 11518013 0 11518013 1 0 1 1 1 0 Part III Accounting Method: Part I, Line 3f - Investments & Expenditures Per Region The amount reported in Part I, Line 3f represents the fair value of investments held in the region. 1 Financial assistance 196 4088963 Part I, Line 2: St. John's School awards financial aid each year based on demonstrated financial need of the student's family regardless of race, color, nationality or ethnic origin. X X X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 Daniel J Alig Head of School/CEO 432438 0 0 0 36591 0 90250 0 10700 0 569979 0 0 0 L Greg Swan CFO 330285 0 0 0 0 0 24400 0 8936 0 363621 0 0 0 Mark Desjardins Former Head of School 285225 0 0 0 0 0 0 0 0 0 285225 0 0 0 Christine M Curran Associate Head of School 248690 0 0 0 0 0 24980 0 9168 0 282838 0 0 0 Richard Still Director of Security & Facilities 217748 0 0 0 0 0 9932 0 1714 0 229394 0 0 0 Thomas M McLaughlin Head of Lower School 184581 0 0 0 0 0 9686 0 13036 0 207303 0 0 0 Chia-Chee Chiu Head of Middle School 188272 0 0 0 0 0 9405 0 8866 0 206543 0 0 0 Mark Dini CAO through 7/22 164947 0 0 0 0 0 13802 0 6871 0 185620 0 0 0 Jamie L Kim Head of College Counseling 163157 0 0 0 0 0 8003 0 9240 0 180400 0 0 0 Dawsey D Romero Director of Advancement 163194 0 0 0 0 0 12514 0 1441 0 177149 0 0 0 Vincent S Arduini Director of Athletics 153984 0 0 0 0 0 10892 0 9195 0 174071 0 0 0 Dwight Raulston Teacher 147714 0 0 0 0 0 15928 0 10351 0 173993 0 0 0 Courtney Burger Director of Admissions 154076 0 0 0 0 0 10583 0 9195 0 173854 0 0 0 Part I, Line 1a All of the benefits checked in Part I are provided to Daniel Alig, the Head of School. - The School provides a house on campus and pays for utilities and maintenance of the house including the services of a housekeeper. The value of this benefit (estimated at $108,046 for this fiscal year) is not treated as taxable compensation because it meets the criteria for exclusion under IRC Section 119. - The School included a gross-up payment of $57,515 for this fiscal year relating to non-cash fringe benefits provided. This amount was treated as taxable compensation. Part I, Lines 4a-b The School has established a Rabbi Trust for the benefit of Daniel Alig, the Head of School. The amount treated as deferred compensation to him under this plan during this fiscal year was $75,000. Former Head of School Mark Desjardins received $285,225 of severance pay during calendar year 2022. A COH Higher Education Finance Corporation 760387014 2022-06-03 105385000 Current refunding of taxable loan dated 4/15/2020 0 0 0 A 1505000 105385000 105385000 2022 0 1 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 X 61 8042624 FMV X 2 116918 Sales proceeds 1 0 1 0 Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Audit Committee of the Board of Trustees. A copy of the Form is provided to the entire Board prior to filing. Form 990, Part VI, Section B, line 12c Board members are required to complete a questionnaire annually which discloses any potential conflicts of interest. The question of whether a financial interest gives rise to a conflict of interest shall, at the Chairman of the Board of Trustees' discretion, be referred to either the full Board or the Audit Committee. After disclosure of the financial interest and all material facts relating thereto, and after any discussion thereof, including the interested person's presentation to the Board or Audit Committee (as the case may be), the interested person shall leave the Board meeting or Audit Committee meeting while the potential conflict of interest is discussed and voted upon. The remaining disinterested Board Trustees or Audit Committee members shall decide if a conflict of interest exists. An interested person shall not be present in any meeting during any discussion of, and vote on, the financial interest, transaction or arrangement that results in the potential or actual conflict of interest. Form 990, Part VI, Section B, line 15 Compensation of the Head of School/CEO is determined by the Head of School Committee of the Board of Trustees. The Head of School Committee consists of only independent trustees. To assist in its determinations, the Committee is provided with information from an independent consultant regarding comparability data and the Intermediate Sanctions provisions of the Internal Revenue Code. The deliberations and determinations of the Committee are recorded in the minutes of the Committee's meetings, which are approved by the Committee. Compensation of other officers of the organization is determined by the Head of School/CEO based upon comparability data and contemporaneous substantiation. The organization is a member of several groups that benchmark various metrics for independent schools including comparative compensation data. Form 990, Part VI, Section C, line 19 Upon request.