2018-04-13T07:12:00-05:00 2017-06-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2016-07-01 591147278 EPISCOPAL SCHOOL OF JACKSONVILLE INC EPIS 9043965751 4455 ATLANTIC BOULEVARD JACKSONVILLE FL 32207 STEPHANIE L BROWN COMPTROLLER 9043965751 2018-04-10 1 ROBERT T LOVERICH P00218080 9043965831 69.174.87.156 2018-04-10 12:26:25 ED P D7FEF378F57F0D0409754A86640AAC96007FE28E F792FF8B43E6A0B57718ED89C31CBB6C878B342F 2016 2021-01-29 14:40:06Z STEPHANIE L BROWN 4455 ATLANTIC BOULEVARD JACKSONVILLE FL 32207 24966106 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 26 349 100 13550 -16987 8610285 2933170 20688694 21114919 62410 68293 255185 309943 29616574 24426325 3936106 4114682 0 0 12853116 12539075 0 0 329886 6540973 6864024 23330195 23517781 6286379 908544 48010573 49347298 11065284 11619855 36945289 37727443 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 13406724 4114682 20563857 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. 13406724 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 48 0 1 349 1 1 1 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 JILL L DAME TRUSTEE 1.00 X 0 0 0 TROY M DAVIS TRUSTEE 1.00 X 0 0 0 WILLIAM M EASTON TRUSTEE 1.00 X 0 0 0 DAVID C HODGES JR TRUSTEE 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 NIELS P MURPHY TRUSTEE 1.00 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 ANNE MARIE HULSEY 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 STEPHANIE L BROWN COMPTROLLER 40.00 X 0 0 0 CORNELIUS H GOEBERTUS ASSISTANT HEAD OF SCHOOL 40.00 X 152693 0 7400 MELISSA KETCHUM DIRECTOR OF ADVANCEMENT 40.00 X 0 0 0 MARK BRUNELL HEAD FOOTBALL COACH 40.00 X 124953 0 49962 THE REV ADAM S GREENE HEAD OF SCHOOL 40.00 X 97414 0 10800 JAMES F BAILEY TRUSTEE 1.00 X 0 0 0 EDWARD E BURR TRUSTEE 1.00 X 0 0 0 ROBERT M CLEMENTS TRUSTEE, EX-OFFICIO 1.00 X 0 0 0 JOHN FALCONETTI TRUSTEE 1.00 X 0 0 0 SUSAN M JANGRO TRUSTEE 1.00 X 0 0 0 CHARLES F ZIMMER FORMER HEAD OF SCHOOL 40.00 X 770090 0 506930 1145150 0 575092 8 1 1 0 SODEXHO 3030 HARTLEY RD JACKSONVILLE FL 32257 CAFETERIA MANAGEMENT SERVICES 725144 BASHAM & LUCAS DESIGN GROUP INC 7645 GATE PARKWAY SUITE 201 JACKSONVILLE FL 32256 CONSTRUCTION ARCHITECT 328710 WEISTER SECURITY SERVICES INC PO BOX 51720 NEW ORLEANS LA 70151 GROUNDS SECURITY SERVICES 196280 TAYLOR PUBLISHING COMPANY 7211 CIRCLE S ROAD AUSTIN TX 78745 YEARBOOK PUBLISHER 135869 THE HASKELL COMPANY 111 RIVERSIDE AVE JACKSONVILLE FL 32202 CONSTRUCTION CONSULTANT 125000 5 2933170 693564 2933170 STUDENT FEES 611710 19929027 19929027 CAFETERIA SALES 722210 685879 685879 SWIM PROGRAM 611710 273073 273073 SUMMER SCHOOL TUITION 611710 104674 104674 SUMMER CAMP INCOME 611710 96018 96018 26248 26248 21114919 68293 68293 85717 0 85717 85717 72167 13550 95010 39892 55118 55118 602612 499889 102723 102723 OTHER INCOME 611710 66385 62650 3735 66385 24426325 20563857 13550 915748 4114682 4114682 9909299 5797790 4023541 87968 544503 318581 221088 4834 1383553 809497 561774 12282 701720 422896 273210 5614 37500 37500 122677 50340 61178 11159 137591 94543 43048 1139004 848231 260612 30161 260409 13693 196724 49992 2148659 84347 2064312 16525 11855 3218 1452 19818 11440 8378 93881 49158 44723 1633565 1633565 OAK LANE OFFICE RENTAL 33250 33250 DEPARTMENTAL EXPENSES 593933 575973 17960 MISCELLANEOUS 442370 119280 295930 27160 DUES 52409 44208 8201 132433 84418 48015 23517781 13406724 9781171 329886 4953398 3297911 6824149 6811532 6061785 3415196 4946548 5266010 500734 545153 284537 522077 56515159 27025740 24439422 29489419 48010573 49347298 1720311 1671401 8941936 9440702 215000 215000 188037 292752 11065284 11619855 X 35286420 36481806 1658869 1245637 36945289 37727443 48010573 49347298 X 908544 29 -126419 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3490890 3490890 34312312 17929350 16382962 7342034 5170900 2171134 11369923 3925490 7444433 29489419 DUE TO STUDENT ACTIVITIES 292752 292752 24799824 29 499889 499918 24299906 126419 126419 24426325 24017670 499889 499889 23517781 0 23517781 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 499,889. PART XI, LINE 4B - OTHER ADJUSTMENTS: ENDOWMENT FUNDRAISING ON BEHALF OF FOUNDATION 126,419. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 499,889. 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 BASH 82700 82700 1482 7217 11218 1000 5497 GOLF TOURNAMENT 12310 12310 12367 1111 95010 95010 1482 19584 11218 1000 6608 39892 55118 STEPHANIE BROWN 4455 ATLANTIC BLVD JACKSONVILLE FL 32207 1 FINANCIAL AID 318 4036878 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 1 0 0 0 0 0 0 0 0 CORNELIUS H GOEBERTUS ASSISTANT HEAD OF SCHOOL 152147 0 0 0 546 0 7400 0 0 0 160093 0 0 0 MARK BRUNELL HEAD FOOTBALL COACH 124538 0 0 0 415 0 6162 0 43800 0 174915 0 0 0 THE REV ADAM S GREENE HEAD OF SCHOOL 84641 0 0 0 12773 0 0 0 10800 0 108214 0 0 0 CHARLES F ZIMMER FORMER HEAD OF SCHOOL 766551 0 0 0 3539 0 506930 0 0 0 1277020 0 0 0 PART I, LINE 1A PAID HOUSING ALLOWANCE AND SOCIAL CLUB MEMBERSHIP FOR KEY EMPLOYEES. PART I, LINE 4A SEVERANCE PAID TO C ZIMMER 7/16-6/17 X 15 693564 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 -126,419. 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 12C, III-FI 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 320000 BOOK VALUE EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC M 315180 BOOK VALUE