2022-05-11T13:48:28-05:00 2021-06-30 203746583 TAYLOR ROTH AND COMPANY 800 GRANT ST STE 205 DENVER CO 802032944 990 2020-07-01 850165745 SANTA FE PREPARATORY SCHOOL SANT 5059821829 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 87505 BRUCE SACHS DIRECTOR OF FINANCE 5059823181 2022-05-10 true BRUCE SACHS 999009999 SHANNON L GILLILAND P02243875 3038308109 2022-05-11 2020 2022-09-23 18:48:47Z AARON SCHUBACH 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 87505 40397621 false X WWW.SFPREP.ORG X 1961 NM SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICATED TO EDUCATIONAL EXCELLENCE. 20 20 153 25 0 5691401 26318682 7812943 8155637 1312575 1660250 46665 -22764 14863584 36111805 6964230 9467149 0 6981492 7470028 0 369793 2682649 2227014 16628371 19164191 -1764787 16947614 56010684 79113849 18426725 20396605 37583959 58717244 SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICATED TO EDUCATIONAL EXCELLENCE. false false 7565987 1189411 8155637 THE SCHOOL PROVIDES A COLLEGE PREPARATORY EDUCATION TO 330 STUDENTS IN GRADES 7 THROUGH 12. THE SCHOOL ALSO HOSTS THE EE FORD SUMMER TEACHERS COLLOQUIUM SERVING 40 TEACHERS. 8718015 8277738 DAVIS NEW MEXICO SCHOLARS AND BREAKTHROUGH SANTA FE (BREAKTHROUGH): BREAKTHROUGH IS A PREP PROGRAM THAT ASSISTS STUDENTS IN GRADES 7 THROUGH 12 FROM UNDERSERVED PUBLIC SCHOOLS TO BECOME THE FIRST IN THEIR FAMILIES TO GO TO COLLEGE. STUDENTS COMMIT TO THE PROGRAM FOR 6 YEARS AND PARTICIPATE IN SUMMER PROGRAMING, SCHOOL YEAR SUPPORT, AND ONE-ON-ONE COLLEGE COUNSELING. BREAKTHROUGH SANTA FE ALSO PARTNERS WITH THE SHELBY CULLOM DAVIS CHARITABLE FUND, INC. TO ADMINISTER AND AWARD FULL-TUITION COLLEGE SCHOLARSHIPS TO STUDENTS PARTICIPATING IN THE DAVIS NEW MEXICO SCHOLARS PROGRAM (DAVIS NEW MEXICO). AS OF JUNE 30, 2021, 141 DAVIS NEW MEXICO SCHOLARSHIP RECEIPIENTS ARE ENROLLED IN COLLEGE. 16284002 true true false false false false true true false true true false false false false true true false true false false false false false true false false true true true false false false false false false false false true false false false false false false false false true 104 0 true 153 true false false false false false true true false false false false false false X 20 20 false false false false false false false true true false false false true true true true true true false false NM AK AL AR CA CT FL HI MA MD ME MN MS NC NH NJ NV NY SC OH OK OR SC TX WA UT VA X BRUCE SACHS 5059821829 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 87505 LIZ BREMNER TRUSTEE 3.00 X 0 0 0 STEPHEN MILLS BADGER II TRUSTEE 3.00 X 0 0 0 JOSIAH CHILD TRUSTEE 3.00 X 0 0 0 JULIA BOAZ COOPER TRUSTEE 3.00 X 0 0 0 EDWARD GALE TRUSTEE 3.00 X 0 0 0 ADELMA HNASKO TRUSTEE 3.00 X 0 0 0 JENNY KAUFMAN TRUSTEE 3.00 X 0 0 0 DAVID KOCON TRUSTEE 3.00 X 0 0 0 MIQUELA SALAZAR KORTE TRUSTEE 3.00 X 0 0 0 CHRISTINE LEHMAN TRUSTEE 3.00 X 0 0 0 ALEX LORUSSO TRUSTEE 3.00 X 0 0 0 FRED NATHAN TRUSTEE 3.00 X 0 0 0 ALEJANDRA CASTILLO ROTH TRUSTEE 3.00 X 0 0 0 JENNA SCANLAN TRUSTEE 3.00 X 0 0 0 PHIL SCHILIRO TRUSTEE 3.00 X 0 0 0 LEAH SWANSON TRUSTEE 3.00 X 0 0 0 CHRISTIAN WEICHSEL TRUSTEE 3.00 X 0 0 0 KRISTINA ALLEY CHAIR 3.00 X X 0 0 0 ELICIA MONTOYA VICE CHAIR 3.00 X X 0 0 0 WILL HALM SECRETARY 3.00 X X 0 0 0 PHIL MURRAY TREASURER 3.00 X X 0 0 0 AARON SCHUBACH HEAD OF SCHO 40.00 X 149492 0 11538 BRUCE SACHS DIRECTOR OF 40.00 X 116711 0 22223 SUSAN MATTHEWS DIRECTOR OF 40.00 X 135471 0 13119 JOHN UTSEY DIR OF TECHN 40.00 X 110189 0 21655 JAMES LEONARD PAST HEAD OF 40.00 X 843276 0 17494 1355139 86029 5 false true false 80995 855277 25382410 29402 26318682 TUITION AND FEES 611600 8148098 8148098 COURSE FEES 611600 7539 7539 8155637 346433 346433 899 899 1500 1500 1500 1500 5574681 4260864 1313817 1313817 1313817 6000 80995 24952 -18952 -18952 GRANT REFUNDS 611600 -1118 -1118 CHANGE IN VALUE LIFE INSURANC 611600 -5093 -5093 -6211 36111805 8154519 1638604 267975 267975 9199174 9199174 482774 165393 285642 31739 5046836 3793339 1062680 190817 280035 208860 60580 10595 1260288 929093 282309 48886 400095 288427 95707 15961 20402 20402 40291 40291 31622 31622 65013 32690 32025 298 104283 8851 94732 700 498704 171621 303730 23353 106967 89066 17901 11773 10963 810 296202 216422 67936 11844 19856 14435 4616 805 38428 26234 9081 3113 552829 505839 41462 5528 94875 67482 23326 4067 TEXTBOOKS 124059 124059 PROFESSIONAL DEVELOPMENT 35534 18247 10543 6744 LIBRARY MTLS, TECHNOLOGY 33612 33612 STIPENDS 28700 28700 123864 83520 25001 15343 19164191 16284002 2510396 369793 X 8841467 10684312 75458 61726 16172440 33292816 104879 106959 136499 134353 132117 397166 17806513 9098718 9163275 8707795 20268485 25602011 113565 107256 1002499 19455 56010684 79113849 725148 712914 14300268 17235890 2026032 2447801 855277 520000 18426725 20396605 X 6864594 23202098 30719365 35515146 37583959 58717244 56010684 79113849 X 16947614 4185671 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 1 19.49 1 true 20.00 270907 X false 21480355 33200 5772876 -971140 26315291 18584864 2789163 706226 -599898 21480355 18067836 361086 1040214 -884272 18584864 17237345 41518 1371291 -494736 -87582 18067836 15256826 393450 2163827 -393034 -183724 17237345 0.53350 0.46650 false false 133917 133917 14708268 7415927 7292341 1745548 656014 1089534 817152 715313 101839 401628 311464 90164 8707795 X 39076443 4185671 -1189411 2996260 36080183 31622 31622 36111805 17943158 -1189411 -1189411 19132569 31622 31622 19164191 SCHEDULE D, PAGE 1, PART II, LINE 5 THE ORGANIZATION HAS A WRITTEN POLICY REGARDING MONITORING, INSPECTING, AND ENFORCING THE VIOLATION OF EASEMENT AGREEMENTS. SCHEDULE D, PAGE 1, PART II, LINE 9 THE SCHOOL INCLUDES THE CONSERVATION EASEMENT, VALUED AT 45,000, IN THE "PROPERTY AND EQUIPMENT" OF THE STATEMENT OF FINANCIAL POSITION. SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED TO PRODUCE PRESENT AND FUTURE RETURNS TO BE EXPENDED OR ADDED TO PRINCIPAL. THE SCHOOL CURRENTLY HAS UNRESTRICTED AND DONOR-RESTRICTED ENDOWMENT FUNDS THAT BENEFIT THE SCHOOL AND ITS OPERATIONS, PROVIDE FUNDS FOR FACULTY DEVELOPMENT AND RECOGNITION, AND PROVIDE FUNDS FOR STUDENT FINANCIAL AID. SCHEDULE D, PAGE 3, PART X THE SCHOOL IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D STUDENT FINANCIAL ASSISTANCE -1,189,411 SCHEDULE D, PAGE 4, PART XII, LINE 2D STUDENT FINANCIAL ASSISTANCE -1,189,411 SCHEDULE D, PAGE 4, PART XIII PART XI AND PART XII, LINE 2D AMOUNT IS FOR THE FINANCIAL ASSISTANCE FOR 115 STUDENTS. true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 ALL INFORMATION PACKAGES AND PROMOTIONAL ADVERTISING REFLECT A RACIALLY NONDISCRIMINATORY POLICY. LIP SYNC GALA C 86995 80995 6000 6000 18952 86995 80995 6000 6000 18952 24952 -18952 true ACADEMY FOR TECHNOLOGY AND THE CLASSICS 74 A VAN NU PO SANTA FE NM 87508 856000016 501C3 9975 COLLEGE READINESS SANTA FE PUBLIC SCHOOLS AVID PRGRM 1300 CAMINO SIERRA VISTA SANTA FE NM 87505 856000169 501C3 30000 COLLEGE READINESS NACA INSPIRED SCHOOLS NETWORK 1000 INDIAN SCHOOL RD NW ALBUQUERQUE NM 87104 472981893 501C3 30000 COLLEGE READINESS NEW MEXICO SIMON SCHOLARS PROGRAM 524 DON GASPAR SANTA FE NM 87505 273309123 501C3 30000 COLLEGE READINESS SOUTH VALLEY ACADEMY 3426 BLAKE RD SW ALBUQUERQUE NM 87105 850467121 501C3 30000 COLLEGE READINESS THE MASTERS PROGRAM 6401 RICHARDS AVE SANTA FE NM 87508 800477817 501C3 20000 COLLEGE READINESS COLLEGE HORIZONS PO BOX 1262 PENA BLANCA NM 87041 201730126 501C3 30000 COLLEGE READINESS BREAKTHROUGH SANTA FE 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 87505 850165745 501C3 10000 COLLEGE READINESS UPWARD BOUND ESPANOLA 921 N PASEO DE ONATE ESPANOLA NM 87532 856000545 501C3 18000 COLLEGE READINESS NAVAJO PREPARATORY SCHOOL 1220 W APACHE ST FARMINGTON NM 87401 850395073 501C3 30000 COLLEGE READINESS POJOAQUE VALLEY SCHOOL 1574 STATE ROAD 502 WEST SANTA FE NM 87506 811176194 501C3 30000 COLLEGE READINESS 11 COLLEGE TUITION 141 7697731 FINANCIAL AID 115 1189411 EDUCATIONAL SUPPORT 141 312032 TUTORING/TRAVEL SCHEDULE I, PAGE 1, PART I, LINE 2 SFPS AWARDS SCHOLARSHIPS BASED ON NEED. PARENTS COMPLETE APPLICATIONS WITH AN OUTSIDE VENDOR WHO THEN PROVIDES A LISTING TO SFPS OF THE FAMILIES' NEED TO ATTEND SCHOOL. SFPS THEN USES THAT FIGURE AS A STARTING POINT TO AWARD GRANTS. THE SCHOOL DOES NOT ISSUE MERIT AID. SCHEDULE I, PAGE 4, PART IV SCHEDULE I, PART II, GRANTS AND ASSISTANCE TO DOMESTIC ORGANIZATION: THE FINANCIAL STATEMENTS INCLUDE GRANT EXPENSE OF 267,975 TO SUPPORT COLLEGE READINESS EDUCATIONAL PROGRAMS THROUGHOUT THE STATE OF NEW MEXICO. SCHEDULE I, PART III, GRANTS AND ASSISTANCE TO DOMESTIC INDIVIDUALS: A TOTAL OF 312,032 WAS EXPENDED TO PROVIDE NON-CASH SUPPORT FOR STUDENTS IN THE DAVIS NEW MEXICO SCHOLARS PROGRAM. THE SUPPORT INCLUDED PAYMENTS TO THIRD PARTIES ON BEHALF OF THE STUDENTS FOR SUPPLIES, TUTORING, TRAVEL AND LIVING EXPENSES. DURING THE YEAR ENDED JUNE 30, 2021, 7,697,731 WAS EXPENDED FOR COLLEGE TUITION SCHOLARSHIP EXPENSE WHICH INCLUDES AN ACCRUAL OF 4 YEARS' COLLEGE EXPENSE FOR THE 51 STUDENTS ENTERING THE NEW MEXICO DAVIS SCHOLARS PROGRAM AS OF JUNE 30, 2021, NET OF THE PRESENT VALUE DISCOUNT CHARGE. TOTAL OUTSTANDING SCHOLARSHIPS PAYABLE FOR THE NEW MEXICO DAVIS SCHOLARS PROGRAM AS OF JUNE 30, 2021, IS 17,235,890. X true true X X X false true false false false false false false false AARON SCHUBACH HEAD OF SCHOOL 149492 6417 5121 161030 JAMES LEONARD PAST HEAD OF SCHOOL 136232 707044 17494 860770 520000 SCHEDULE J, PAGE 1, PART I, LINE 4 JAMES LEONARD 0 707,044 0 SCHEDULE J, PART III PART I, LINE 4B: THE DEFERRED COMPENSATION LIABILITY AS OF JUNE 30, 2020, FOR JAMES LEONARD, PRIOR HEAD OF SCHOOL, WAS 520,000. 187,044 WAS CHARGED AS AN EXPENSE OF THE SCHOOL DURING THE YEAR ENDED JUNE 30, 2021, WHICH WAS THE DIFFERENCE BETWEEN THE LIABILITY OF 520,000 AND THE FINAL PAYOUT OF THE DEFERRED COMPENSATION PLAN OF 707,044. THE PLAN WAS FUNDED BY A WHOLE LIFE INSURANCE POLICY AND THE PAYOUT OF 707,044 WAS MADE IN SEPTEMBER 2020. X 3 23669 FAIR MARKET VALUE X SUPPLIES 1 5733 COST false true true SCHEDULE M, PAGE 1, PART I, LINE 32B THE SCHOOL USES AN UNRELATED INVESTMENT FIRM TO PROCESS/SELL STOCK CONTRIBUTIONS. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS PROVIDED ASSISTANCE PRIMARILY WITH SOLICITATION OF DONATIONS. BOARD MEMBERS ALSO SERVED ON A VOLUNTEER BASIS. FORM 990, PAGE 6, PART VI, LINE 11B ONCE THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD, THE SCHOOL E-MAILS THE PUBLIC DISCLOSURE COPY TO EACH BOARD MEMBER FOR THEIR REVIEW. AT THE NEXT BOARD MEETING, THE BOARD MEMBERS DISCUSS ANY ISSUES THEY MAY HAVE. FORM 990, PAGE 6, PART VI, LINE 12C SANTA FE PREPARATORY SCHOOL MONITORS CONFLICT OF INTEREST YEARLY. THE CONTRACTS THAT FACULTY AND STAFF SIGN EVERY YEAR HAVE A CLAUSE THAT PROHIBITS CONFLICT OF INTEREST, AND IF ANY EMPLOYEE SEEKS OUTSIDE ADDITIONAL EMPLOYMENT OR WORK, THE HEAD OF SCHOOL MUST APPROVE. FORM 990, PAGE 6, PART VI, LINE 15A THE SCHOOL HAS A SALARY SCALE AND LOOKS AT BENCHMARKS FROM OTHER ISAS AND NAIS SCHOOLS IN DETERMINING COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 17 NORTH CAROLINA, NEW HAMPSHIRE, NEW JERSEY, NEVADA, NEW YORK, SOUTH CAROLINA, OHIO, OKLAHOMA, OREGON, SOUTH CAROLINA, TEXAS, WASHINGTON, UTAH, VIRGINIA FORM 990, PAGE 6, PART VI, LINE 19 INFORMATION IS MAILED OUT OR AVAILABLE TO BE PICKED UP AT THE SCHOOL UPON REQUEST. FORM 990, PART XI, LINE 9 STUDENT FINANCIAL ASSISTANCE -1,189,411 STUDENT FINANCIAL ASSISTANCE 1,189,411