SAINT MARYS SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAINT MARYS SCHOOL (EIN 56-0532314)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-06-10
- IRS object ID
- 202501629349300700
- Schema version
- 2023v6.0
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-10T11:20:22-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560532314 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saint Marys School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Adam Holden | InCareOfNm |
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 9194244128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 HILLSBOROUGH ST | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276031610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Adam Holden | PersonNm |
| Person Title | Head of School | PersonTitleTxt |
| Signature | 2025-06-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Adam Holden | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 HILLSBOROUGH ST | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276031610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,780,014 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | sms.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1897 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | Saint Marys School in Raleigh North Carolina is an independent college-preparatory girls boarding and day school dedicated to academic excellence and personal achievement for grades 9 - 12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 217 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $304,195 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $84,961 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,318,191 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,143,406 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,797,722 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,695,444 | CYProgramServiceRevenueAmt |
| PY Investment Income | $800,556 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,815,612 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $662,206 | CYOtherRevenueAmt |
| PY Total Revenue | $19,916,469 | PYTotalRevenueAmt |
| CY Total Revenue | $23,316,668 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,881,900 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,122,538 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,191,573 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,937,434 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $22,371 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $23,110 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,242,757 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,755,429 | PYOtherExpensesAmt |
| CY Other Expenses | $8,255,928 | CYOtherExpensesAmt |
| PY Total Expenses | $20,851,273 | PYTotalExpensesAmt |
| CY Total Expenses | $21,339,010 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$934,804 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,977,658 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $90,279,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,685,810 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,150,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,426,346 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,128,778 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $80,259,464 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Saint Marys School in Raleigh North Carolina is an independent college-preparatory girls boarding and day school dedicated to academic excellence and personal achievement for grades 9 - 12. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,649,644 | ExpenseAmt |
| Grant | $3,122,538 | GrantAmt |
| Revenue | $14,695,444 | RevenueAmt |
| Desc | Educational activities provide support for around 300 students including a boarding program for students and faculty who opt for it alongside additional services to enhance academic success. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | N A | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | N A | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $14,649,644 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 114 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 217 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michelle Lammon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9194244128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Hillsborough Street | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Adam Holden | ||||||||||
| Head of School | 40.00 | 0.00 | Yes (X) | $316,502 | $0 | $103,931 | ||||
| Julie Ricciardi | ||||||||||
| Assoc Head of School - Institutional Advancement | 40.00 | 0.00 | $191,465 | $0 | $34,570 | Yes (X) | Yes (X) | |||
| Michelle Lammon | ||||||||||
| Assistant Head for Finance and Operations | 40.00 | 0.00 | Yes (X) | $163,236 | $0 | $7,576 | ||||
| Patricia Sasser | ||||||||||
| Assistant Head for Academic Affairs | 40.00 | 0.00 | $143,647 | $0 | $53,044 | Yes (X) | ||||
| Jayme Richards | ||||||||||
| Director of Technology | 40.00 | 0.00 | $120,287 | $0 | $9,248 | Yes (X) | ||||
| Adriana Apostol-O'Docharty | ||||||||||
| Director of Employee Life | 40.00 | 0.00 | $112,397 | $0 | $14,922 | Yes (X) | Yes (X) | |||
| Lauren Gerber | ||||||||||
| Director of Annual Fund | 40.00 | 0.00 | $109,074 | $0 | $14,758 | Yes (X) | ||||
| Andrew Hunter Heffner | ||||||||||
| Dean of College Counseling | 40.00 | 0.00 | $106,496 | $0 | $47,013 | Yes (X) | ||||
| Merritt Atkins | ||||||||||
| Board Chair | 4.50 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Tiffany Clark | ||||||||||
| Vice Chair | 2.87 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Julian Williamson | ||||||||||
| Secretary | 0.94 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Jean Redding | ||||||||||
| Treasurer | 1.13 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Diane Becton | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Martin M Borden | ||||||||||
| Trustee | 1.13 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| April Browne | ||||||||||
| Trustee | 1.13 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Catherine Bryant | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Hope Carmichael | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Elizabeth Dixon | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Ken Howard | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Earl Johnson III | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Sheila McLamb | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Janie Swain Molster | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Sallie Sabiston Pelletier | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Susan Rankin | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Will Rideout | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Elizabeth M Roberts | ||||||||||
| Trustee | 1.13 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| D Ward Russell | ||||||||||
| Trustee | 1.13 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Charles A Sanders | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Sallie Shuping-Russell | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Maura Moylan Sullivan | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Melissa Tillman | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Heather Clark Warren | ||||||||||
| Trustee | 0.75 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,263,104 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $285,062 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FLIK Independent School Services | |||||
| PO Box 417632 | Boston | MA | 02241 | Food and dining services | $1,824,988 |
| Williams Realty & Building Company Inc | |||||
| 3111 Glenwood Avenue | Raleigh | NC | 27612 | Building construction and renovation | $1,637,814 |
| Tri South Mechanical LLC | |||||
| 5916 Triangle Drive | Raleigh | NC | 27617 | Building construction and renovation | $393,164 |
| Baker Roofing | |||||
| PO Box 26057 | Raleigh | NC | 27611 | Roof repair and replacement | $363,215 |
| CJMW Architecture | |||||
| 1838 Wake Forest Road | Raleigh | NC | 27608 | Theater renovations | $251,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $5,143,406 | AllOtherContributionsAmt |
| Noncash Contributions | $587,284 | NoncashContributionsAmt |
| Total Contributions | $5,143,406 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 900099 | $14,099,112 | $14,108,539 | $0 | -$9,428 |
| Housing | 900099 | $304,195 | $0 | $304,195 | $0 |
| Sports Other Camps | 900099 | $157,869 | $157,869 | $0 | $0 |
| Student Store | 900099 | $96,430 | $96,430 | $0 | $0 |
| Food Service | 900099 | $37,838 | $37,838 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,695,444 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,627,949 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,627,949 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,651,009 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,463,346 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,187,663 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,187,663 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,187,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Employee Retention Credit | 900099 | $488,085 | $488,085 | $0 | $0 |
| Leadership Program | 900099 | $174,121 | $174,121 | $0 | $0 |
| $0 | $0 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $662,206 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,316,668 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,062,882 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $304,195 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,806,184 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,671,313 | TotalAmt |
| Program Services | $2,671,313 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,225 | TotalAmt |
| Program Services | $451,225 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780,722 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $780,722 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,259,232 | TotalAmt |
| Program Services | $4,451,700 | ProgramServicesAmt |
| Management And General | $2,226,555 | ManagementAndGeneralAmt |
| Fundraising | $580,978 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,250 | TotalAmt |
| Program Services | $229,559 | ProgramServicesAmt |
| Management And General | $43,735 | ManagementAndGeneralAmt |
| Fundraising | $22,956 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028,639 | TotalAmt |
| Program Services | $686,360 | ProgramServicesAmt |
| Management And General | $247,244 | ManagementAndGeneralAmt |
| Fundraising | $95,035 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,591 | TotalAmt |
| Program Services | $330,009 | ProgramServicesAmt |
| Management And General | $199,480 | ManagementAndGeneralAmt |
| Fundraising | $43,101 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,688 | TotalAmt |
| Program Services | $18,275 | ProgramServicesAmt |
| Management And General | $27,413 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,149 | TotalAmt |
| Program Services | $44,060 | ProgramServicesAmt |
| Management And General | $66,089 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,110 | TotalAmt |
| Fundraising | $23,110 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,837 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $142,837 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $772,538 | TotalAmt |
| Program Services | $532,030 | ProgramServicesAmt |
| Management And General | $149,972 | ManagementAndGeneralAmt |
| Fundraising | $90,535 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,317 | TotalAmt |
| Program Services | $187,781 | ProgramServicesAmt |
| Management And General | $76,447 | ManagementAndGeneralAmt |
| Fundraising | $28,089 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,523 | TotalAmt |
| Program Services | $243,803 | ProgramServicesAmt |
| Management And General | $493,578 | ManagementAndGeneralAmt |
| Fundraising | $103,142 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,807 | TotalAmt |
| Program Services | $535,392 | ProgramServicesAmt |
| Management And General | $57,096 | ManagementAndGeneralAmt |
| Fundraising | $18,319 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,547 | TotalAmt |
| Program Services | $755,592 | ProgramServicesAmt |
| Management And General | $83,955 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,861 | TotalAmt |
| Program Services | $84,167 | ProgramServicesAmt |
| Management And General | $16,730 | ManagementAndGeneralAmt |
| Fundraising | $26,964 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,470 | TotalAmt |
| Program Services | $28,394 | ProgramServicesAmt |
| Management And General | $28,634 | ManagementAndGeneralAmt |
| Fundraising | $22,442 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,238 | TotalAmt |
| Program Services | $8,951 | ProgramServicesAmt |
| Management And General | $254,287 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350,297 | TotalAmt |
| Program Services | $1,215,267 | ProgramServicesAmt |
| Management And General | $135,030 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other Food Service and Meals | $2,109,166 | $1,910,221 | $36,835 | $162,109 |
| Other Repairs and Replacements | $237,103 | $11,468 | $225,511 | $125 |
| Other Program Expenses | $203,525 | $225,038 | -$37,771 | $16,258 |
| Buildings and Grounds Maintenance | $107,877 | $1,834 | $105,938 | $105 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,985 | TotalAmt |
| Program Services | $27,205 | ProgramServicesAmt |
| Management And General | $86,291 | ManagementAndGeneralAmt |
| Fundraising | $9,489 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,339,010 | TotalAmt |
| Program Services | $14,649,644 | ProgramServicesAmt |
| Management And General | $5,446,608 | ManagementAndGeneralAmt |
| Fundraising | $1,242,757 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,420 | BOYAmt |
| EOY | $1,420 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,528,572 | BOYAmt |
| EOY | $4,233,658 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,957,922 | BOYAmt |
| EOY | $2,846,871 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,446 | BOYAmt |
| EOY | $125,743 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,954 | BOYAmt |
| EOY | $50,049 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,303 | BOYAmt |
| EOY | $349,147 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,317,227 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,572,799 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,588,669 | BOYAmt |
| EOY | $27,744,428 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,525,466 | BOYAmt |
| EOY | $56,995,044 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,312 | BOYAmt |
| EOY | $756,152 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,267,103 | BOYAmt |
| EOY | $1,583,298 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,279,167 | BOYAmt |
| EOY | $94,685,810 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,524 | BOYAmt |
| EOY | $295,676 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,690 | BOYAmt |
| EOY | $620,406 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,940,347 | BOYAmt |
| EOY | $8,345,772 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,043,828 | BOYAmt |
| EOY | $5,164,492 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,150,389 | BOYAmt |
| EOY | $14,426,346 | 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 | $18,082,111 | BOYAmt |
| EOY | $21,172,038 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,046,667 | BOYAmt |
| EOY | $59,087,426 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,128,778 | BOYAmt |
| EOY | $80,259,464 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,279,167 | BOYAmt |
| EOY | $94,685,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,977,658 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,068,028 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $85,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,556,777 | BeginningYearBalanceAmt |
| Contributions | $1,905,966 | ContributionsAmt |
| Investment Earnings Or Losses | $105,314 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $847,347 | GrantsOrScholarshipsAmt |
| Other Expenditures | $520,660 | OtherExpendituresAmt |
| Administrative Expenses | $142,837 | AdministrativeExpensesAmt |
| End Year Balance | $33,057,213 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,598,846 | BeginningYearBalanceAmt |
| Contributions | $461,906 | ContributionsAmt |
| Investment Earnings Or Losses | $3,008,731 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $861,764 | GrantsOrScholarshipsAmt |
| Other Expenditures | $515,401 | OtherExpendituresAmt |
| Administrative Expenses | $135,541 | AdministrativeExpensesAmt |
| End Year Balance | $32,556,777 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,714,580 | BeginningYearBalanceAmt |
| Contributions | $1,823,741 | ContributionsAmt |
| Investment Earnings Or Losses | $1,353,954 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $699,483 | GrantsOrScholarshipsAmt |
| Other Expenditures | $436,620 | OtherExpendituresAmt |
| Administrative Expenses | $157,326 | AdministrativeExpensesAmt |
| End Year Balance | $30,598,846 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,820,791 | BeginningYearBalanceAmt |
| Contributions | $953,240 | ContributionsAmt |
| Investment Earnings Or Losses | $2,036,184 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $615,742 | GrantsOrScholarshipsAmt |
| Other Expenditures | $353,327 | OtherExpendituresAmt |
| Administrative Expenses | $126,566 | AdministrativeExpensesAmt |
| End Year Balance | $28,714,580 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,296,459 | BeginningYearBalanceAmt |
| Contributions | $1,424,279 | ContributionsAmt |
| Investment Earnings Or Losses | $967,744 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $465,286 | GrantsOrScholarshipsAmt |
| Other Expenditures | $289,425 | OtherExpendituresAmt |
| Administrative Expenses | $112,980 | AdministrativeExpensesAmt |
| End Year Balance | $26,820,791 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $217,476 | OtherCostOrOtherBasisAmt |
| Book Value | $217,476 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $39,937,795 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,243,655 | DepreciationAmt |
| Book Value | $20,694,140 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,443,745 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,143,136 | DepreciationAmt |
| Book Value | $300,609 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $8,718,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,186,008 | DepreciationAmt |
| Book Value | $6,532,203 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,744,428 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Prepaid Tuition and Other Deposits | $4,015,585 |
| Operating Lease Liabilities | $1,148,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,164,492 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $22,119,321 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,068,028 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$3,122,538 | OtherRevenueAmt |
| Revenue Not Reported | -$1,054,510 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,173,831 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $142,837 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $142,837 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,316,668 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,988,635 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | -$3,122,538 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$3,122,538 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,111,173 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $142,837 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $85,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $227,837 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,339,010 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, line 2d | Scholarships and Financial Aid decreased revenue by $3,122,538. |
| Part XII, line 2d | Scholarships and financial aid increased expenses by $3,122,538. |
| Part XII, line 4b | Officer and key employee housing and utility benefits totaled $85,000. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I | FormAndLineReferenceDesc |
| Explanation | | PartandLinenumber:,Explanation:| Part1Line3,Saint Marys School does not discriminate on the basis of race color national or ethnic origin religion mental or physical disability or any other status protected by applicable law in the administration of its educational admission financial aid athletic and other policies and programs. Saint Marys does not discriminate against qualified students of any race color national or ethnic origin religion or mental or physical disability in providing rights privileges and activities generally accorded or made available to students at the School. This statement is included in advertising in local regional magazines on admission materials in the Schools biannual magazine and on the Schools website.| | ExplanationTxt |
Schedule F IRS990ScheduleF
Grants To Org Outside US GrantsToOrgOutsideUSGrp (10 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Sub-Saharan Africa | Financial Aid - Tuition Reduction | $55,850 | Tuition Reduction |
| North America | Financial Aid - Tuition Reduction | $55,850 | Tuition Reduction |
| Sub-Saharan Africa | Financial Aid - Tuition Reduction | $28,425 | Tuition Reduction |
| East Asia and the Pacific | Financial Aid - Tuition Reduction | $10,000 | Tuition Reduction |
| East Asia and the Pacific | Financial Aid - Tuition Reduction | $52,850 | Tuition Reduction |
| East Asia and the Pacific | Financial Aid - Tuition Reduction | $48,850 | Tuition Reduction |
| East Asia and the Pacific | Financial Aid - Tuition Reduction | $52,850 | Tuition Reduction |
| North America | Financial Aid - Tuition Reduction | $45,850 | Tuition Reduction |
| North America | Financial Aid - Tuition Reduction | $44,850 | Tuition Reduction |
| North America | Financial Aid - Tuition Reduction | $55,850 | Tuition Reduction |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Financial Aid - Tuition Reduction | Sub-Saharan Africa | 2 | $84,275 | Reduced Tuition |
| Financial Aid - Tuition Reduction | East Asia and the Pacific | 4 | $164,550 | Reduced Tuition |
| Financial Aid - Tuition Reduction | North America | 4 | $202,400 | Reduced Tuition |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WilsonBennett Technology | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3053 Hwy 367 North | AddressLine1Txt |
| Address Line2 | Suite C | AddressLine2Txt |
| City | Austin | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Phone solicitations for Annual Fund | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $26,164 | GrossReceiptsAmt |
| Retained By Contractor | $23,110 | RetainedByContractorAmt |
| Net To Organization | $3,054 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $26,164 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $23,110 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,054 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | PR | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Scholarship - Need-based Aid | 71 | $1,843,538 | $0 | FMV | Not applicable |
| Scholarship - Merit Aid | 54 | $746,400 | $0 | FMV | Not applicable |
| Tuition Remission | 5 | $81,375 | $0 | FMV | Not applicable |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | The School offers both need-based and merit-based financial assistance. Need-based financial assistance is given in the form of grants to students with demonstrated need who would not otherwise be able to attend the school. All need-based awards are reviewed annually. Applicants and returning families who are interested in need-based financial aid must apply each year with current financial information by the published deadlines. Unless there is a significant change in a familys financial situation returning students who meet the financial aid application deadlines can expect the level of aid to be consistent from year to year. If a boarding student becomes a day student or vice versa the financial aid will adjust accordingly. The School also offers new students the opportunity to apply for two merit-based scholarships each year -- one for a boarding student and one for a Raleigh student. These scholarships are solely dependent upon an applicants merit and a familys financial need is not considered. Students who apply for either merit scholarships are also eligible to apply for need-based assistance. Applicants must adhere to the deadlines and listed requirements in order to be considered for these scholarships. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Adam Holden | ||||||||||||||
| Head of School | $316,141 | $0 | $0 | $0 | $361 | $0 | $15,727 | $0 | $88,204 | $0 | $420,433 | $0 | $0 | $0 |
| Julie Ricciardi | ||||||||||||||
| Assoc Head of School - Institutional Advancement | $191,271 | $0 | $0 | $0 | $193 | $0 | $9,723 | $0 | $24,848 | $0 | $226,035 | $0 | $0 | $0 |
| Michelle Lammon | ||||||||||||||
| Assistant Head for Finance and Operations | $163,110 | $0 | $0 | $0 | $126 | $0 | $7,575 | $0 | $0 | $0 | $170,811 | $0 | $0 | $0 |
| Patricia Sasser | ||||||||||||||
| Assistant Head for Academic Affairs | $143,521 | $0 | $0 | $0 | $126 | $0 | $7,840 | $0 | $45,205 | $0 | $196,692 | $0 | $0 | $0 |
| Andrew Hunter Heffner | ||||||||||||||
| Dean of College Counseling | $106,395 | $0 | $0 | $0 | $101 | $0 | $5,315 | $0 | $41,699 | $0 | $153,510 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 1a | | Name :, Title:, Item Selected:, Description:| Head of School HOS, The Head of School HOS is provided on-campus housing and utilities benefits of $69,399 as well as cleaning services for the residence. The HOS residence is used for many school functions in addition to serving as the personal residence. The HOS is given a discretionary fund for expenses that are considered useful in serving the mission of the school.| |
| Part I Line 1a | | Name :, Title:, Item Selected:, Description:| Assoc HOS for Institutional Adv, The Associate Head of School AHOS for Institutional Advancement was provided with on-campus housing benefits of $15,600.| |
| Part I Line 1a | | Name :, Title:, Item Selected:, Description:| Assoc HOS for Academics, Associate Head of School AHOS for Academics was provided with on-campus housing of $26,400.| |
| Part I Line 1a | | Name :, Title:, Item Selected:, Description:| Dean of College Counseling, The Dean of College Counseling was provided with on-campus housing and utilities benefits of $41,699.| |
| Part I Line 4a | | Name :, Amount:| Carol Meyers severance, 113625| |
| Part I Line 4a | | Name :, Amount:| Robert Weltz severance, 20094| |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 62 | ContributionCnt |
| Noncash Contributions Rpt F990 | $579,632 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Services | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,752 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI, Line 12c | Members of the Board of Trustees annually sign a Conflict of Interest Policy document and discuss conflicts of interest throughout the year as circumstances change. |
| Part VI, Line 15 | The process for determining compensation involves compiling benchmark data reviewing its impact on the financial budget and presenting recommendations to the Board of Trustees for approval. |
| Part VI, Line 19 | The School provides its governing documents Conflict of Interest Policy and financial statements to the public upon request. The list of the Board of Trustees is available on the Schools website. |
| Part XI, Line 9 | | Description:, Explanation:, Amount:| Value of on-campus housing and utilities benefits, Officer and Key Employee Housing Benefits, $85000| |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMS Acquisition LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Hillsborough Street | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853713101 | EIN |
| Primary Activities | Holding entity for land gifts | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $430,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saint Marys School | BusinessNameLine1Txt |
Comments