ST JOHNSBURY ACADEMY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ST JOHNSBURY ACADEMY (EIN 03-0181215)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-13
- IRS object ID
- 202423189349309682
- Schema version
- 2023v5.1
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T16:22:06-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030181215 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Johnsbury Academy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STJO | BusinessNameControlTxt |
| Phone | 8027488171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Main Street | AddressLine1Txt |
| City | St Johnsbury | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05819 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Sharon Howell | PersonNm |
| Person Title | Headmaster | PersonTitleTxt |
| Phone | 8027488171 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Magoon CPA | PreparerPersonNm |
| PTIN | P01712842 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dr Sharon Howell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Main Street | AddressLine1Txt |
| City | St Johnsbury | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,438,296 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.stjohnsburyacademy.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1842 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | Founded in 1842, St. Johnsbury Academy is a comprehensive independent private high school widely recognized as an institution that fosters character, academic excellence, and civic responsibility in its students. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 441 | TotalEmployeeCnt |
| Total Volunteers | 127 | TotalVolunteersCnt |
| Total Gross UBI | $71,006 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $63,466 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,977,508 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,449,791 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,655,485 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,795,225 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,074,571 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,696,001 | CYInvestmentIncomeAmt |
| PY Other Revenue | $333,333 | PYOtherRevenueAmt |
| CY Other Revenue | $475,833 | CYOtherRevenueAmt |
| PY Total Revenue | $35,040,897 | PYTotalRevenueAmt |
| CY Total Revenue | $38,416,850 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,053,327 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,983,713 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,261,908 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,749,931 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $909,611 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,509,091 | PYOtherExpensesAmt |
| CY Other Expenses | $11,802,337 | CYOtherExpensesAmt |
| PY Total Expenses | $34,824,326 | PYTotalExpensesAmt |
| CY Total Expenses | $36,535,981 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $216,571 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,880,869 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $73,844,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,612,446 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,693,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,817,412 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $60,150,928 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,795,034 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | This is the mission of St. Johnsbury Academy, a diverse, comprehensive, and independent educational community grounded by our traditions, our deep optimism regarding young people, and our commitment to academic excellence: to teach good character by modeling and fostering compassion, respect, responsibility, and integrity. To foster a love for learning by challenging individuals to pursue knowledge, creativity, and intellectual self-reliance. To encourage each individual to understand his or her relationships, rights, and responsibilities within a community that is itself part of the larger world. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,457,346 | ExpenseAmt |
| Grant | $2,983,713 | GrantAmt |
| Revenue | $32,231,713 | RevenueAmt |
| Desc | St. Johnsbury Academy offers a comprehensive high school program serving students in grades 9-12 and a postgraduate year. St. Johnsbury Academy offers a rigorous, wide-ranging, standards-based curriculum designed to meet the needs and interests of a wide range of abilities, career goals, and interests. St. Johnsbury Academy served 920 students (including boarders) in the day school program which includes standard high school curriculum, special education, fine arts, technical education and athletic programs. The school day consists of a five block daily schedule with 70 minute courses. Scholarships are provided to students from around the world including throughout the United States and North America, Central America and the Caribbean, Russia and the Newly Independent States, East Asia, Europe, and South America. St. Johnsbury Academy offers a boarding program on our campus to 180 students from across the country and the world, creating a global community. The Academy has ten dormitories on the campus, six for boys and four for girls. Different in size and personality, each dorm houses faculty advisors, their families, and students. The Academy has a comprehensive resident life curriculum that complements our day school programs. Students are able to take advantage of weekend campus activities as well as travel opportunities throughout the semester. Our boarding program also includes an English as a second language program for students who require additional instruction as well as learning support programs for resident students. Expenses presented on this schedule do not reflect an inclusion of general and administrative expenses that are necessary for the school's day to day operations. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $679,475 | ExpenseAmt |
| Revenue | $563,512 | RevenueAmt |
| Desc | St. Johnsbury Academy offers a summer advanced placement institute for secondary teachers. The course covers the AP exam including test development reading, new directions within the AP curriculum, developing successful AP assignments and collaborative teaching approaches as well as workshops for experienced AP teachers. St. Johnsbury Academy served nearly 350 teachers during the past year. Expenses presented on this schedule do not reflect an inclusion of general and administrative expenses that are necessary for the school's day to day operations. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,136,821 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 441 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carol Lyon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8027487703 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Main Street | AddressLine1Txt |
| City | St Johnsbury | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05819 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Cathy Judd-Stein | |||||||
| President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Robert M Fairbanks | |||||||
| Vice President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Peter F Crosby | |||||||
| Treasurer | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Peter F Hammer | |||||||
| Secretary | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Noble Allen | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bruce E Buxton | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Martha D Cavanaugh | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Timothy A Clouatre | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Craig S Douglas | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jenis Ellingwood | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Frank A Empsall | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Nancy U Goodrich | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Joshua Kantrowitz | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jesse C Laflamme | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sanghyun Lee | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| James H Murphy | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Deane E Rankin | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Kathy A Silloway | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul C Simpson | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward R Zuccaro | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Erin Mayo | |||||||
| Past Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sharon L Howell | |||||||
| Headmaster | 60.00 | Yes (X) | $430,764 | $0 | $77,242 | ||
| Carol L Lyon | |||||||
| CFO/Asst Headmaster Business Services | 60.00 | Yes (X) | $164,008 | $0 | $30,163 | ||
| Tammy S Cady | |||||||
| Assistant Head for Advance | 60.00 | $146,713 | $0 | $7,040 | Yes (X) | ||
| Henry W Eaton | |||||||
| Academic Dean | 40.00 | $118,533 | $0 | $17,542 | Yes (X) | ||
| Binaca M Hanson | |||||||
| Asst Headmaster Academic & Student Life | 60.00 | $165,720 | $0 | $32,485 | Yes (X) | ||
| John Lenzini | |||||||
| Assoc Headmaster | 60.00 | $149,744 | $0 | $38,870 | Yes (X) | ||
| James G Mazzonna | |||||||
| Chief Technology Officer | 60.00 | $138,919 | $0 | $6,659 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,314,401 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $210,001 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Aladdin Food Management Services LLC | |||||
| 16567 Collections Center Drive | Chicago | IL | 60693 | Food Service | $1,163,730 |
| Opal Global LLC | |||||
| 137 High Street | Belfast | ME | 04915 | Architectural Svcs | $553,030 |
| Black Bear Coatings & Concrete | |||||
| 488 Main Street | Leominster | MA | 01453 | Floor Refinishing | $134,460 |
| Allied Universal Technology Services | |||||
| PO Box 200906 | Dallas | TX | 753200906 | Security Systems | $129,511 |
| Refab | |||||
| 1193 Ashley Boulevard | New Bedford | MA | 02745 | Paint/Construction | $104,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,449,791 | AllOtherContributionsAmt |
| Noncash Contributions | $158,308 | NoncashContributionsAmt |
| Total Contributions | $2,449,791 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Day School Tuition | 611600 | $20,940,303 | $20,940,303 | |
| Res School Tuition | 611600 | $8,755,954 | $8,755,954 | |
| Other Educ. Prog. | 611600 | $1,878,058 | $1,878,058 | |
| Miscellaneous Income | 611600 | $674,012 | $61,509 | $612,503 |
| Field House & recreation Activity | 611600 | $546,898 | $546,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,795,225 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,365,175 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $71,006 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,294,169 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $333,333 | TotalRevenueColumnAmt |
| Exclusion | $333,333 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,752,272 | SecuritiesAmt |
| Other | $600,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,853,172 | SecuritiesAmt |
| Other | $168,274 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $899,100 | SecuritiesAmt |
| Other | $431,726 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,330,826 | TotalRevenueColumnAmt |
| Exclusion | $1,330,826 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance Proceeds | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $142,500 | TotalRevenueColumnAmt |
| Exclusion | $142,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $142,500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,416,850 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,182,722 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $71,006 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,713,331 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,983,713 | TotalAmt |
| Program Services | $2,983,713 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,177 | TotalAmt |
| Management And General | $582,364 | ManagementAndGeneralAmt |
| Fundraising | $119,813 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,426,361 | TotalAmt |
| Program Services | $13,783,558 | ProgramServicesAmt |
| Management And General | $1,133,437 | ManagementAndGeneralAmt |
| Fundraising | $509,366 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,091 | TotalAmt |
| Program Services | $657,314 | ProgramServicesAmt |
| Management And General | $24,228 | ManagementAndGeneralAmt |
| Fundraising | $19,549 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,768,624 | TotalAmt |
| Program Services | $3,103,559 | ProgramServicesAmt |
| Management And General | $592,553 | ManagementAndGeneralAmt |
| Fundraising | $72,512 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151,678 | TotalAmt |
| Program Services | $1,088,516 | ProgramServicesAmt |
| Management And General | $35,116 | ManagementAndGeneralAmt |
| Fundraising | $28,046 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,250 | TotalAmt |
| Program Services | $2,138 | ProgramServicesAmt |
| Management And General | $243,112 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,880 | TotalAmt |
| Management And General | $49,880 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,280 | TotalAmt |
| Management And General | $80,280 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,266 | TotalAmt |
| Management And General | $111,266 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,130,837 | TotalAmt |
| Program Services | $170,227 | ProgramServicesAmt |
| Management And General | $924,300 | ManagementAndGeneralAmt |
| Fundraising | $36,310 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,968 | TotalAmt |
| Program Services | $55,984 | ProgramServicesAmt |
| Management And General | $85,984 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,030 | TotalAmt |
| Program Services | $121,416 | ProgramServicesAmt |
| Management And General | $96,678 | ManagementAndGeneralAmt |
| Fundraising | $58,936 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,342,367 | TotalAmt |
| Program Services | $2,297,117 | ProgramServicesAmt |
| Management And General | $38,646 | ManagementAndGeneralAmt |
| Fundraising | $6,604 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,753 | TotalAmt |
| Program Services | $324,905 | ProgramServicesAmt |
| Management And General | $123,967 | ManagementAndGeneralAmt |
| Fundraising | $28,881 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,355 | TotalAmt |
| Program Services | $213,355 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,113,759 | TotalAmt |
| Program Services | $2,113,759 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,431 | TotalAmt |
| Program Services | $419,431 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food Services | $2,724,873 | $2,700,610 | $208 | $24,055 |
| Student Activities and | $1,046,892 | $1,018,003 | $28,889 | |
| Miscellaneous | $414,069 | $83,216 | $325,314 | $5,539 |
| UBI Tax | $13,327 | $13,327 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,535,981 | TotalAmt |
| Program Services | $31,136,821 | ProgramServicesAmt |
| Management And General | $4,489,549 | ManagementAndGeneralAmt |
| Fundraising | $909,611 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,300 | BOYAmt |
| EOY | $791,663 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,977,256 | BOYAmt |
| EOY | $4,778,267 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,632 | BOYAmt |
| EOY | $679,717 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,497,383 | BOYAmt |
| EOY | $1,118,575 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,019,629 | BOYAmt |
| EOY | $1,037,030 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,977 | BOYAmt |
| EOY | $84,875 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $581,204 | BOYAmt |
| EOY | $267,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $65,595,590 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,517,840 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,202,982 | BOYAmt |
| EOY | $33,077,750 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,840,974 | BOYAmt |
| EOY | $31,536,191 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,821,061 | BOYAmt |
| EOY | $2,937,608 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,071 | BOYAmt |
| EOY | $168,926 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,591 | BOYAmt |
| EOY | $134,459 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,844,060 | BOYAmt |
| EOY | $76,612,446 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,304 | BOYAmt |
| EOY | $670,802 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,754,609 | BOYAmt |
| EOY | $2,661,486 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,806,704 | BOYAmt |
| EOY | $7,359,534 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,121,515 | BOYAmt |
| EOY | $2,125,590 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,693,132 | BOYAmt |
| EOY | $12,817,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,782,948 | BOYAmt |
| EOY | $47,595,742 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,367,980 | BOYAmt |
| EOY | $16,199,292 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,150,928 | BOYAmt |
| EOY | $63,795,034 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,844,060 | BOYAmt |
| EOY | $76,612,446 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,880,869 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,604,721 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $158,516 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $80,280 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $80,280 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Hired a professional lobbying firm to monitor on behalf of the Academy legislative activities related to education funding and not for profit business regulations in Vermont. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,536,992 | BeginningYearBalanceAmt |
| Contributions | $248,203 | ContributionsAmt |
| Investment Earnings Or Losses | $844,705 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $344,995 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,284,905 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,572,142 | BeginningYearBalanceAmt |
| Contributions | $476,174 | ContributionsAmt |
| Investment Earnings Or Losses | $771,362 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $282,686 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,536,992 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,385,599 | BeginningYearBalanceAmt |
| Contributions | $209,261 | ContributionsAmt |
| Investment Earnings Or Losses | -$779,804 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $242,914 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,572,142 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,916,205 | BeginningYearBalanceAmt |
| Contributions | $97,088 | ContributionsAmt |
| Investment Earnings Or Losses | $1,592,938 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $220,632 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,385,599 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,126,139 | BeginningYearBalanceAmt |
| Contributions | $72,306 | ContributionsAmt |
| Investment Earnings Or Losses | $19,760 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $302,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,916,205 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.76545 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23455 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,335,204 | OtherCostOrOtherBasisAmt |
| Book Value | $3,335,204 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,367,835 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,255,031 | DepreciationAmt |
| Book Value | $27,112,804 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $652,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $652,637 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,827,073 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,022,125 | DepreciationAmt |
| Book Value | $1,804,948 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,412,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $588,047 | DepreciationAmt |
| Book Value | $824,794 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,077,750 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Funds Held on Behalf of Others | $324,427 |
| Early Retirement Benefit Obligation | $1,254,473 |
| Deferred Compensation Payable | $374,990 |
| Operating Lease Liabilities | $171,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,125,590 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,132,980 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,604,721 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $47,872 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $228,428 | OtherRevenueAmt |
| Revenue Not Reported | $1,881,021 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,251,959 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $111,266 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,053,625 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,164,891 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,416,850 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,488,874 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $47,872 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $47,872 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,441,002 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $111,266 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,983,713 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,094,979 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,535,981 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Academy manages its endowment funds, including donor restricted and board designated endowments, in accordance with the laws of the state of Vermont, specifically the Uniform Prudent Management of Institutional Funds Act. Accordingly, the Academy has adopted investment and spending policies for endowment assets that are reviewed annually and attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. The Academy has a policy of appropriating for distribution each year an annual draw from its endowment fund. Each year the investment committee reviews the present circumstances and future plans for the Academy, and recommends a drawing figure based on both near and longer term considerations. The spending rate calculation weights inflation at 70% and current endowment value at 30%. The policy will allow the spending rate to rise following periods of low returns and fall following periods of high returns, but maintain close to a 4.5% spending rate over time. This is consistent with the Academy's objective of maintaining the purchasing power of the endowment assets held in perpetuity or for a specified term, as well as providing additional real growth through new gifts and investment return. The spending is to be used first in accordance with donor restrictions, if any, and then for operations, support of capital expenditures investments, scholarships to students, or other board-designated purposes. |
| Part X, Line 2: | The Academy accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The Academy has identified its tax status as a tax-exempt entity and its determination of which activities are related and unrelated as its only significant tax positions; however, the Academy has determined that such tax positions do not result in an uncertainty requiring recognition. The Academy is not currently under examination by any taxing jurisdictions. The Academy's federal and state tax returns are generally open for examination for three years following the date filed. |
| Part XI, Line 2d - Other Adjustments: | Change in Split Interest Agreement 228,428. |
| Part XI, Line 4b - Other Adjustments: | Financial Aid 2,983,713. Change in Actuarial Value of Retirement Benefit 69,912. |
| Part XII, Line 4b - Other Adjustments: | Financial Aid 2,983,713. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Nondiscriminatory policy is communicated in all relevant media. |
| Schedule E, Part I, Line 6 | St. Johnsbury Academy participates in the state of Vermont child nutrition program and received a fixed reimbursement for free and reduced breakfast and lunch eligible students as well as commodities to supplement the foodservice program. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Foreign financial investment - hedge fund | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,317,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,317,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,317,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships to students - details available upon request | 111 | $2,928,532 |
| Awards to graduating students | 57 | $55,181 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Assistance to individuals is in the form of financial aid, grants, scholarships and tuition discounts awarded to students. Assistance for SJA tuition is applied directly to the student's account balance. Additionally, awards are also given to students at graduation from various endowments. Monitoring of these funds varies based on the terms of the endowment. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sharon L Howell | ||||||||||||||
| Headmaster | $309,122 | $0 | $85,000 | $0 | $36,642 | $0 | $49,899 | $0 | $27,343 | $0 | $508,006 | $0 | $0 | $0 |
| Binaca M Hanson | ||||||||||||||
| Asst Headmaster Academic & Student L | $140,081 | $0 | $25,000 | $0 | $639 | $0 | $7,250 | $0 | $25,235 | $0 | $198,205 | $0 | $0 | $0 |
| Carol L Lyon | ||||||||||||||
| CFO/Asst Headmaster Business Service | $156,789 | $0 | $5,000 | $0 | $2,219 | $0 | $8,080 | $0 | $22,083 | $0 | $194,171 | $0 | $0 | $0 |
| John Lenzini | ||||||||||||||
| Assoc Headmaster | $145,094 | $0 | $4,000 | $0 | $650 | $0 | $7,425 | $0 | $31,445 | $0 | $188,614 | $0 | $0 | $0 |
| Tammy S Cady | ||||||||||||||
| Assistant Head for Advance | $140,802 | $0 | $5,000 | $0 | $911 | $0 | $7,040 | $0 | $0 | $0 | $153,753 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | As a condition of employment, the headmaster and assistant headmaster reside on campus. |
| Part I, Lines 4a-b | Line 4b: Sharon Howell, Headmaster, and Thomas Lovett, former Headmaster, both participate in a Section 457(f) plan. St. Johnsbury Academy |
| Part I, Line 7 | Sharon Howell's bonus was awarded by the compensation committee of the board of trustees. Other members of the Administrative Leadership Team were awarded bonuses based on the Headmaster's discretion. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vermont Education and Health Buildings Financing Agency | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 127154467 | BondIssuerEIN |
| Bond Issued | 2021-05-20 | BondIssuedDt |
| Issue Price | $8,166,893 | IssuePriceAmt |
| Purpose | To refinance previous bond | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $678,736 | RetiredAmt |
| Total Proceeds | $8,166,893 | TotalProceedsAmt |
| Other Spent Proceeds | $8,166,893 | OtherSpentProceedsAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $232 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $47,070 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $59,868 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Market Value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,655 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Life insurance policy | 1 | $43,868 | Net Present Value |
| Yes (X) | Manikins | 1 | $1,119 | Invoice |
| Yes (X) | Others | 3 | $666 | Invoice |
| Yes (X) | Robotics | 1 | $453 | Invoice |
| Yes (X) | Chair and table | 1 | $199 | Invoice |
| Yes (X) | 2 lift tickets | 1 | $178 | Invoice |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 7h | The Academy received a vehicle as a contribution and provided the donor with contemporaneous acknowledgement but did not file the Form 1098-C as of yearend. The Form 1098-C will be filed by the due date in February 2025. |
| Form 990, Part VI, Section A, line 2 | Mr. Jamie Murphy and Ms. Martha Cavanaugh's husband are each 33.33% partners in Kingdom Development Company. |
| Form 990, Part VI, Section B, line 11b | Once the 990 was prepared, copies were sent to members of the full board who then had 10 days to review the document and present any questions to the audit committee, CFO, or headmaster. No objections were presented and the return was filed. |
| Form 990, Part VI, Section B, line 12c | The board of trustees reviews and signs a new conflict of interest agreement each fall. Any conflicts are disclosed at that time. |
| Form 990, Part VI, Section B, line 15 | The compensation committee of the board of trustees reviews the compensation of the headmaster annually using performance measures, achievement of defined goals and a customized report purchased from NAIS that provides comparative data from other independent schools, the state of Vermont as well as national statistics. The compensation committee's recommendations are reviewed and the headmaster's compensation is approved by the full board of trustees. Other key employees have an annual performance appraisal by the headmaster and are compensated using survey data from NAIS, AISNE, and the state of Vermont. |
| Form 990, Part VI, Section C, line 19 | Upon request or through guidestar.org |
| Form 990, Part X, Line 10: Land, Buildings, and Equipment: | St. Johnsbury Academy 1000 Main Street St. Johnsbury, VT 05819 EIN: 03-0181215 Section 1.263(a)-3(n) Election: St. Johnsbury Academy is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). |
| Form 990, Part XI, line 9: | Change in Value of Split-Interest Agreements 228,428. Change in Actuarial Value of Retirement Benefit -69,912. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New Depot Square Commercial Properties LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Ridgewood Drive | AddressLine1Txt |
| City | St Johnsbury | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831612255 | EIN |
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kingdom Development Company Inc | ||||||||||||
| 23 Ridgewood Drive | St Johnsbury | VT | 05819 | 800547309 | Online education and economic development | VT | St Johnsbury Academy | C | $381,585 | $1,272,963 | 0.71790 | Yes (1) |
| Prescott W Stearns FBO St Johnsbury Academy Trust | ||||||||||||
| 328 H Sparta Avenue | Sparta | NJ | 07871 | 466515924 | Beneficial Interest in Trust | NJ | St Johnsbury Academy | T | $42,829 | $2,465,045 | 1.00000 | Yes (1) |
| Dussault Family Legacy Trust | ||||||||||||
| 252 Library Road | Danville | VT | 05873 | Beneficial Interest in Trust | VT | St Johnsbury Academy | T | $385,791 | 1.00000 | Yes (1) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Kingdom Development Company Inc | ||
| D | $887,030 | FMV of secured bond |
| Prescott W Stearns FBO St Johnsbury Academy Trust | ||
| S | $111,881 | Cash paid |
| Kingdom Development Company Inc | ||
| R | $561,196 | Transfer of Cash |
| Kingdom Development Company Inc | ||
| A | $69,341 | Interest Received |
Comments