2019-04-30T14:02:05-05:00 2018-06-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2017-07-01 591147278 EPISCOPAL SCHOOL OF JACKSONVILLE INC EPIS 9043965751 4455 ATLANTIC BOULEVARD JACKSONVILLE FL 32207 STEPHANIE L BROWN COMPTROLLER 9043965751 2019-04-30 1 ROBERT D ROSARIO P01224805 9043965831 2019-03-25 97.65.155.77 2019-04-30 15:01:09 ED P F362EEFF9D1FE0FFC2C6A6A69F994E670B238353 6E07FE3B73E9390602D240F8ACB0FD5D4F95493F 2017 2019-02-21 02:37:17Z STEPHANIE L BROWN 4455 ATLANTIC BOULEVARD JACKSONVILLE FL 32207 25232092 0 X WWW.ESJ.ORG X 1966 FL THE MISSION OF EPISCOPAL SCHOOL OF JACKSONVILLE IS TO PROVIDE A SUPERIOR COLLEGE-PREPARATORY EDUCATION IN AN ENVIRONMENT MARKED BY HIGH EXPECTATION, CHRISTIAN NURTURE, AND SOCIAL DIVERSITY. THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S FACULTY SEEKS TO INSTILL IN EACH STUDENT INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, RESPONSIBLE LEADERSHIP, AND A COMMITTMENT TO COMMUNITY SERVICE. 26 26 347 100 0 0 2933170 1833193 21114919 22046232 68293 114154 309943 340821 24426325 24334400 4114682 4109913 0 0 12539075 12941571 0 0 618968 6864024 7554558 23517781 24606042 908544 -271642 49347298 48568276 11619855 11439954 37727443 37128322 X THE MISSION OF EPISCOPAL SCHOOL OF JACKSONVILLE IS TO PROVIDE A SUPERIOR COLLEGE-PREPARATORY EDUCATION IN AN ENVIRONMENT MARKED BY HIGH EXPECTATION, CHRISTIAN NURTURE, AND SOCIAL DIVERSITY. THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S FACULTY SEEKS TO INSTILL IN EACH STUDENT INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, RESPONSIBLE LEADERSHIP, AND A COMMITTMENT TO COMMUNITY SERVICE. 0 0 17812215 4109913 21534788 PROVIDE A SUPERIOR COLLEGE-PREPARATORY EDUCATION IN AN ENVIRONMENT MARKED BY HIGH EXPECTATION, CHRISTIAN NURTURE AND SOCIAL DIVERSITY. THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S FACULTY SEEKS TO INSTILL IN EACH STUDENT INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, RESPONSIBLE LEADERSHIP, AND A COMMITMENT TO COMMUNITY SERVICE. 17812215 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 37 0 1 347 1 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X STEPHANIE L BROWN COMPTROLLER 9043965751 4455 ATLANTIC BLVD JACKSONVILLE FL 32207 X CLAUDIA S AMLIE TRUSTEE 1.00 X 0 0 0 CLARE BERRY TRUSTEE 1.00 X 0 0 0 PATRICIA BLANCHARD TRUSTEE 1.00 X 0 0 0 BEVERLY H BONAPARTE PHD TRUSTEE 1.00 X 0 0 0 STEPHEN D BUSEY TRUSTEE 1.00 X 0 0 0 JACQUELINE J BUSSE TRUSTEE 1.00 X 0 0 0 ANGELA COREY TRUSTEE 1.00 X 0 0 0 TROY M DAVIS TRUSTEE 1.00 X 0 0 0 DAVID C HODGES JR TRUSTEE 1.00 1.00 X X 0 0 0 R BRIAN KING TRUSTEE 1.00 X 0 0 0 THE VERY REVERAND KATHERINE MOOREHE TRUSTEE 1.00 X X 0 0 0 HELEN C ROWAN TRUSTEE 1.00 X X 0 0 0 SALLY H SINGLETARY TRUSTEE 1.00 X 0 0 0 WILLIAM N STEITZ III TRUSTEE 1.00 X 0 0 0 CARL E STOUDEMIRE TRUSTEE 1.00 X 0 0 0 STEPHEN SUDDATH TRUSTEE 1.00 X 0 0 0 THEODORA D WALTON TRUSTEE 1.00 X 0 0 0 MARK V YOUNG TRUSTEE 1.00 X 0 0 0 THE RIGHT REVEREND SAMUEL J HOWARD EX-OFFICIO 1.00 X 0 0 0 JOHN C SCHMIDT TRUSTEE 1.00 X 0 0 0 KELLY FLANAGAN TRUSTEE 1.00 X 0 0 0 MARK LABORDE TRUSTEE 1.00 X 0 0 0 THE HONORABLE DON LESTER TRUSTEE 1.00 X 0 0 0 ARNOLD D TRITT JR TRUSTEE 1.00 X 0 0 0 JOHN MAGEVNEY TRUSTEE 1.00 X 0 0 0 CHARLES CHUNN EX-OFFICIO 1.00 X 0 0 0 SIDNEY WELLS TRUSTEE 1.00 X 0 0 0 STEPHANIE L BROWN COMPTROLLER 40.00 X 0 0 0 CORNELIUS H GOEBERTUS ASSISTANT HEAD OF SCHOOL 40.00 X 179141 0 8849 MELISSA KETCHUM DIRECTOR OF ADVANCEMENT 40.00 X 0 0 0 THE REV ADAM S GREENE HEAD OF SCHOOL 40.00 X 300107 0 35753 MARK BRUNELL HEAD FOOTBALL COACH 40.00 X 121513 0 39535 CHARLES F ZIMMER FORMER HEAD OF SCHOOL 0.00 X 0 0 0 600761 0 84137 8 0 1 0 CARLTON CONSTRUCTION 4615 US HIGHWAY 17 1 FLEMING ISLAND FL 32003 GROUNDS SECURITY SERVICES 3245034 SCHERER CONSTRUCTION OF NE FL 2926 EDISON AVENUE JACKSONVILLE FL 32254 CONSTRUCTION GENERAL CONTRACTOR 1824026 SODEXHO 3030 HARTLEY RD JACKSONVILLE FL 32257 CAFETERIA MANAGEMENT SERVICES 708204 TAYLOR PUBLISHING COMPANY 7211 CIRCLE S ROAD AUSTIN TX 78745 YEARBOOK PUBLISHER 111970 4 1833193 325720 1833193 STUDENT FEES 611710 20943511 20943511 CAFETERIA SALES 722210 586700 586700 SWIM PROGRAM 611710 312850 312850 SUMMER SCHOOL TUITION 611710 102986 102986 SUMMER CAMP INCOME 611710 77626 77626 22559 22559 22046232 116917 116917 62210 41006 21204 21204 21204 322957 325720 -2763 -2763 -2763 127770 30347 97423 97423 660678 500619 160059 160059 OTHER INCOME 611710 62135 56815 5320 62135 24334400 21534788 0 966419 4109913 4109913 10252411 7956275 2029353 266783 488299 368655 109503 10141 1483534 1140320 299659 43555 717327 596233 101685 19409 32800 32800 183664 146440 37224 189294 130958 58336 1085588 811515 220313 53760 207676 62782 140112 4782 2358467 1570163 775154 13150 20928 11204 9308 416 20242 10262 9980 114502 98555 15947 2052676 2052676 DEPARTMENTAL EXPENSES 610496 589153 21343 MISCELLANEOUS 484020 133374 274749 75897 DUES 59272 45053 14219 BAD DEBTS 58520 58520 76413 76413 24606042 17812215 6174859 618968 3297911 1237570 6811532 5120106 3415196 2003787 5266010 6176436 545153 514982 522077 602452 61991359 29078416 29489419 32912943 49347298 48568276 1671401 1454183 9440702 9439421 215000 287832 292752 258518 11619855 11439954 X 36481806 36439561 1245637 688761 37727443 37128322 49347298 48568276 X -271642 95 -327574 X X 0 1 X 1 0 X 3490890 3490890 40104003 19153644 20950359 9189063 5659647 3529416 9207403 4265125 4942278 32912943 DUE TO STUDENT ACTIVITIES 258518 258518 X 24533884 95 526963 527058 24006826 327574 327574 24334400 25133005 526963 526963 24606042 0 24606042 PART X, LINE 2: INCOME TAXES ARE NOT PROVIDED FOR IN THE FINANCIAL STATEMENTS SINCE THE SCHOOL AND THE FOUNDATION ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL APPLIES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES RELATED TO INCOME TAX UNCERTAINTIES. THE SCHOOL AND FOUNDATION HAVE DETERMINED THAT THERE WERE NO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED JUNE 30, 2018 AND 2017. THE SCHOOL AND THE FOUNDATION FILE TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS ARE 2015 AND FORWARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 500,619. RENTAL INCOME 26,344. PART XI, LINE 4B - OTHER ADJUSTMENTS: ENDOWMENT FUNDRAISING ON BEHALF OF FOUNDATION 327,574. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 500,619. RENTAL EXPENSES 26,344. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 WRITTEN MATERIAL FROM ADMISSIONS CONTAINS THE NON-DISCRIMATORY POLICY. POLICY ALSO AVAILABLE ON THE ADMISSIONS PAGE OF OUR WEBSITE. X X X X X X 0 FL CELEBRATION 123480 123480 1043 3533 14716 2200 7500 TENNIS TOURNAMENT 4290 4290 509 819 27 127770 127770 1552 3533 15535 2200 7527 30347 97423 STEPHANIE BROWN 4455 ATLANTIC BLVD JACKSONVILLE FL 32207 1 FINANCIAL AID 325 4086663 PART I, LINE 2: ALL FINANCIAL AID GIVEN IS IN THE FORM OF TUITION REDUCTIONS SHOWN ON MONTHLY TUITION STATEMENTS. FINANCIAL AID IS NEVER GIVEN IN CASH AND IS NON-REFUNDABLE. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 CORNELIUS H GOEBERTUS ASSISTANT HEAD OF SCHOOL 178595 0 0 0 546 0 8849 0 0 0 187990 0 0 0 THE REV ADAM S GREENE HEAD OF SCHOOL 180827 0 0 0 119280 0 13428 0 22325 0 335860 0 0 0 MARK BRUNELL HEAD FOOTBALL COACH 121098 0 0 0 415 0 6010 0 33525 0 161048 0 0 0 PART I, LINE 1A PAID HOUSING ALLOWANCE AND SOCIAL CLUB MEMBERSHIP FOR KEY EMPLOYEES. X 14 325720 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B COMPTROLLER, HEAD OF SCHOOL AND FINANCE COMMITTEE CHAIR REVIEW ALL INFORMATION IN DETAIL. BOARD MEMBERS ARE GIVEN OPPORTUNITY TO REVIEW BEFORE SUBMITTAL TO IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST LETTER DISCLOSING CONFLICTS. ANY BOARD MEMBER WITH A CONFLICT ON A GIVEN MOTION IS PROHIBITED FROM VOTING ON THAT GIVEN MOTION. FORM 990, PART VI, SECTION B, LINE 15 BOARD DETERMINES COMPENSATION OF HEAD OF SCHOOL BASED UPON REVIEW/COMPARISON TO OTHER SIMILAR PRIVATE SCHOOL'S HEAD OF SCHOOL POSITIONS AND THE HELP OF AN INDEPENDENT CONSULTANT. HEAD OF SCHOOL DETERMINES COMPENSATION OF OTHER KEY EMPLOYEES BASED UPON REVIEW/COMPARISON TO OTHER SIMILAR PRIVATE SCHOOL'S EMPLOYEES HOLDING SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST FORM 990, PART XI, LINE 9: ENDOWMENT FUNDRAISING ON BEHALF OF FOUNDATION -327,574. FORM 990, PART XII, LINE 2C: AUDIT COMMITTEE OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEAR. EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC 4455 ATLANTIC BLVD JACKSONVILLE FL 32207 237003394 ENDOWMENT FL 501(C)(3) LINE 12D, III-O 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC C 318004 BOOK VALUE EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC M 353074 BOOK VALUE