2024-05-14T14:48:23-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 221 W 6TH STREET STE 1900 AUSTIN TX 78701 990 2022-07-01 746003626 ST ANDREWS EPISCOPAL SCHOOL INC STAN 5122999800 1112 W 31ST STREET AUSTIN TX 787051902 SEAN GREENBERG TREASURER 5122999800 2024-05-14 1 SEAN GREENBERG 999009999 0 AMY DOSIK P00890743 5124796000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MELISSA GRUBB 1112 W 31ST STREET AUSTIN TX 787051902 38252195 0 X WWW.SASAUSTIN.ORG X 1952 TX TO PROVIDE AN ENRICHED ACADEMIC PROGRAM WITHIN A CHRISTIAN ENVIRONMENT EMPHASIZING THE FULFILLMENT OF EACH STUDENT'S POTENTIAL. 18 18 399 95 127 0 1908534 2306758 29281348 30815988 349241 179058 1766200 3151131 33305323 36452935 2546163 2714671 0 0 20716306 22006473 0 0 3173110 9951239 11390443 33213708 36111587 91615 341348 101099866 105822091 34719896 37224929 66379970 68597162 TO PROVIDE AN ENRICHED ACADEMIC PROGRAM WITHIN A CHRISTIAN ENVIRONMENT EMPHASIZING THE FULFILLMENT OF EACH STUDENT'S POTENTIAL. 0 0 31864754 2714671 30815988 THE SCHOOL SEEKS STUDENTS OF CHARACTER AND INTELLIGENCE FROM DIVERSE ETHNIC, RACIAL, AND SOCIOECONOMIC BACKGROUNDS. THE SCHOOL STRIVES TO HELP YOUNG PEOPLE ACHIEVE THEIR POTENTIAL, NOT ONLY IN INTELLECTUAL UNDERSTANDING BUT ALSO IN ESTHETIC SENSITIVITY, PHYSICAL WELL-BEING, ATHLETIC PROWESS AND MORAL DECISIVENESS SO THAT THEY MAY LEAD PRODUCTIVE, RESPONSIBLE LIVES, NOT ONLY FOR THEMSELVES, BUT ALSO FOR THEIR COMMUNITY. OUR CORE VALUES OF COMMUNITY, SPIRITUAL FOUNDATION, HIGH EXPECTATIONS, AND CARING, CELEBRATION, AND HUMOR LEAD OUR MISSION EACH DAY AND SHAPE OUR STUDENTS INTO COMMUNITY LEADERS AND LIFELONG LEARNERS. 31864754 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 94 0 1 399 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X KAREN COWAN 5122999805 1112 W 31ST STREET AUSTIN TX 78705 YVETTE RIOS CHAIR 1.00 X X 0 0 0 THOMAS QUEEN VICE-CHAIR 1.00 X X 0 0 0 SEAN GREENBERG TREASURER 1.00 X X 0 0 0 NICOLE BRENNIG SECRETARY 1.00 X X 0 0 0 TORI BLAKE TRUSTEE 1.00 X 0 0 0 BETH COHEN TRUSTEE 1.00 X 0 0 0 PHIL DIAL TRUSTEE 1.00 X 0 0 0 ANGELA CORTIAS TRUSTEE 1.00 X 0 0 0 VICKY GREGG TRUSTEE 1.00 X 0 0 0 JEFF HOWARD TRUSTEE 1.00 X 0 0 0 MICHAEL HSU TRUSTEE 1.00 X 0 0 0 GRACE INGRAM-EISER TRUSTEE 1.00 X 0 0 0 CHRIS MABLEY TRUSTEE 1.00 X 0 0 0 AMY PADDOCK TRUSTEE 1.00 X 0 0 0 ANNE SMALLING TRUSTEE 1.00 X 0 0 0 ROBERT STRAUSS TRUSTEE 1.00 X 0 0 0 RAVI VEMULAPALLI TRUSTEE 1.00 X 0 0 0 GREG WEAVER TRUSTEE 1.00 X 0 0 0 MELISSA GRUBB HEAD OF SCHOOL 40.00 X 478933 0 0 KAREN COWAN CHIEF FINANCIAL OFFICER 40.00 X 205582 0 15958 BRANDON ARMBRUSTER CHIEF OPERATING OFFICER 40.00 X 197095 0 14221 ALICE NEZZER ASSOCIATE HEAD OF SCHOOL 40.00 X 164166 0 13880 CATHERINE HERTER DIRECTOR OF ADVANCEMENT 40.00 X 142070 0 12775 MICHELLE ROE DIRECTOR OF FINANCE & HUMAN RESOURCES 40.00 X 136554 0 12499 BENJAMIN COURCHESNE HEAD OF UPPER SCHOOL 40.00 X 134266 0 10148 LOURDES ROYBAL HEAD OF LOWER SCHOOL 40.00 X 131566 0 4625 PRISCILLA LUND DIRECTOR OF ENROLLMENT MANAGEMENT & FINANCIAL AID 40.00 X 129763 0 12150 JOHN C MURPHY FORMER HEAD OF SCHOOL 0.00 X 189147 0 0 1909142 0 96256 28 1 1 0 SAGE DINING SERVICES INC 1402 YORK RD STE 100 LUTHERVILLE MD 21093 DINING SERVICES 1477749 TEXASCAPES INC 13740 N HIGHWAY 183 STE J7 AUSTIN TX 78750 LANDSCAPE SERVICES 530492 LPA INC 5301 CALIFORNIA AVE STE 100 IRVINE CA 92617 ARCHITECTURAL SERVICES 499256 5-F MECHANICAL GROUP INC 15705 BRENDA ST AUSTIN TX 78728 MECHANICAL SERVICES 412147 JK COMMERCIAL CLEANING 16227 BULL WHIP PASS BUDA TX 78610 JANITORIAL SERVICES 275449 17 179649 2127109 115902 2306758 TUITION AND FEES 611110 29917333 29917333 SUMMER CAMP PROGRAM 611110 528051 528051 BEYOND THE CLASSROOM 611110 337624 337624 BUS FEES (TRANSPORTATION) 480000 32980 32980 30815988 335346 127 335219 2050018 0 2050018 2050018 2050018 1456607 11660 1624555 0 -167948 11660 -156288 -156288 1247589 179649 174705 1072884 1072884 FSA FORFEITURES 900099 15769 15769 BAD DEBT COLLECTION 900099 11931 11931 OTHER REVENUE 900099 529 529 28229 36452935 30815988 127 3330062 2714671 2714671 1108607 1008626 28074 71907 16721167 15213149 423441 1084577 585396 532602 14824 37970 2284931 1995895 146744 142292 1306372 1188555 33082 84735 51749 10095 1267 40387 70978 70978 57543 57543 248936 12176 1528 235232 51471 10041 1260 40170 975479 221992 51939 701548 96962 18916 2374 75672 2298836 1983178 136168 179490 5765 1125 141 4499 18310 3572 448 14290 907832 817049 27235 63548 2310056 2079050 69302 161704 301230 58766 7375 235089 STUDENT SUPPLIES AND SE 3459555 3459555 OTHER PROGRAM EXPENSES 535741 535741 36111587 31864754 1073723 3173110 6275507 8462492 12493473 11988233 600500 31817 20992 727141 1148222 102854219 35523819 67402963 67330400 13411233 14442189 757732 630858 0 1198205 101099866 105822091 2201467 2394968 14954055 15871840 17225387 17862771 338987 1095350 34719896 37224929 X 57410421 58944301 8969549 9652861 66379970 68597162 101099866 105822091 341348 1875844 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14168965 106090 1138997 -280215 15133837 16547366 102150 -2480551 14168965 13201594 12750 3333022 16547366 13192163 22250 -12819 13201594 12608342 18030 565791 13192163 0.36220 0.63780 0.00000 0 0 10840565 14437760 25278325 67463350 28712269 38751081 9468018 6811550 2656468 644526 644526 67330400 CAPITAL LEASE OBLIGATION 249309 OPERATING LEASE LIABILITIES 846041 1095350 X 35020824 1875844 1875844 33144980 57543 3250412 3307955 36452935 32803632 0 32803632 57543 3250412 3307955 36111587 PART V, LINE 4: ENDOWMENT FUNDS CONSIST OF BOTH BOARD DESIGNATED AND DONOR RESTRICTED AMOUNTS TO SUPPORT GENERAL OPERATING EXPENSES, SOCIAL AND EMOTIONAL LEARNING PROGRAMS, MIDDLE SCHOOL PROPERTY AND MAINTENANCE, AND SCHOLARSHIPS AND FINANCIAL AID. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: THE SCHOOL REGULARLY ASSESSES UNCERTAIN TAX POSITIONS IN EACH OF THE TAX JURISDICTIONS IN WHICH IT HAS OPERATIONS AND ACCOUNTS FOR THE RELATED FINANCIAL STATEMENT IMPLICATIONS. UNRECOGNIZED TAX BENEFITS ARE REPORTED USING THE TWO-STEP APPROACH UNDER WHICH TAX EFFECTS OF A POSITION ARE RECOGNIZED ONLY IF IT IS MORE LIKELY THAN NOT TO BE SUSTAINED AND THE AMOUNT OF THE TAX BENEFIT RECOGNIZED IS EQUAL TO THE LARGEST TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT OF THE TAX POSITION. DETERMINING THE APPROPRIATE LEVEL OF UNRECOGNIZED TAX BENEFITS REQUIRES THE SCHOOL TO EXERCISE JUDGMENT REGARDING THE UNCERTAIN APPLICATION OF TAX LAW. THE AMOUNT OF UNRECOGNIZED TAX BENEFITS IS ADJUSTED WHEN INFORMATION BECOMES AVAILABLE OR WHEN AN EVENT OCCURS INDICATING A CHANGE IS APPROPRIATE. FUTURE CHANGES IN UNRECOGNIZED TAX BENEFITS REQUIREMENTS COULD HAVE A MATERIAL IMPACT ON THE RESULTS OF OPERATIONS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NETTED AGAINST REVENUE IN FS 3,250,412. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NETTED AGAINST REVENUE IN FS 3,250,412. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 DISCLOSED ON THE HOME PAGE OF THE SCHOOL'S WEBSITE. X 1 DINI SPHERIS 2727 ALLEN PKWY 1650 HOUSTON TX 77019 FUNDRAISING CONSULTING 0 0 238999 -238999 238999 -238999 TX ANNUAL GALA 1427238 179649 1247589 50903 50017 8000 65785 1427238 179649 1247589 50903 50017 8000 65785 174705 1072884 1 TUITION ASSISTANCE 156 0 2714671 TUITION VALUE FINANCIAL AID SCHEDULE I, PART III FINANCIAL AID AWARDS ARE ADMINISTERED BY THE SCHOOL AND ARE USED TO OFFSET CHARGES TO STUDENT ACCOUNTS. NO EXCHANGE OF FUNDS EVER TAKES PLACE. THE AWARD IS SIMPLY A CREDIT TOWARDS THE TUITION BALANCE, SO NO MONITORING OF THE FUNDS IS NEEDED ONCE AWARDED. X 0 1 X X X X 1 0 0 0 0 0 0 0 0 MELISSA GRUBB HEAD OF SCHOOL 469133 0 0 0 9800 0 0 0 0 0 478933 0 0 0 KAREN COWAN CHIEF FINANCIAL OFFICER 203567 0 2015 0 0 0 10078 0 5880 0 221540 0 0 0 BRANDON ARMBRUSTER CHIEF OPERATING OFFICER 195080 0 2015 0 0 0 9653 0 4568 0 211316 0 0 0 JOHN C MURPHY FORMER HEAD OF SCHOOL 189147 0 0 0 0 0 0 0 0 0 189147 0 0 0 ALICE NEZZER ASSOCIATE HEAD OF SCHOOL 162083 0 2083 0 0 0 8000 0 5880 0 178046 0 0 0 CATHERINE HERTER DIRECTOR OF ADVANCEMENT 139987 0 2083 0 0 0 6895 0 5880 0 154845 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS IN HOUSING PROVIDED BY THE SCHOOL. THIS IS TREATED AS A NONTAXABLE BENEFIT. PART I, LINE 3 COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS DETERMINED BY EVALUATION BY THE GOVERNING COMMITTEE IN FORMAL SURVEY AND EVALUATION PROCESS AND THEN RECOMMENDED TO THE BOARD. PART I, LINE 4A JOHN C. MURPHY RECEIVED SALARY CONTINUATION PAYMENTS PAYABLE FOR THE TWELVE MONTH PERIOD FROM JULY 1, 2021 TO JUNE 30, 2022. X 10 115902 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE SCHOOL'S CFO REVIEWS THE RETURN PRIOR TO PROVIDING A FULL PUBLIC DISCLOSURE COPY OF THE 990 TO EACH BOARD MEMBER TO REVIEW BEFORE FILING. THE SCHOOL DOES NOT PROVIDE A FULL COPY OF THE 990 WHICH INCLUDES THE DONORS NAMES AND ADDRESSES IN SCHEDULE B TO THE BOARD OF TRUSTEES IN ORDER TO PROTECT DONOR PRIVACY. AFTER THEIR REVIEW, THE BOARD OF TRUSTEES THEN VOTES AND APPROVES THE RETURN TO BE FILED. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER OF THE BOARD REVIEWS THE RETURN BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ASKS BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST AND DISCUSS AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS DETERMINED BY EVALUATION BY THE GOVERNING COMMITTEE IN FORMAL SURVEY AND EVALUATION PROCESS AND THEN RECOMMENDED TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST.