2017-10-27T14:13:36-05:00 2017-06-30 Kundinger Corder & Engle PC 475 Lincoln St Ste 200 Denver CO 80203 990 2016-07-01 846049400 St Anne's Episcopal School Inc STAN 3037569481 2701 S York St Denver CO 802106098 Judy Persing Business Manager 3037569481 2017-10-27 1 Laurie Anderson P01416697 3035345953 2017-10-25 50.78.203.69 2017-10-27 13:13:21 MD P AFB07EEAF3D48E08074994E36D975E68554D47DE AFB07EEAF3D48E08074994E36D975E68554D47DE 2016 2021-01-29 14:40:06Z Alan Smiley 2701 S York St Denver CO 802106098 13330242 0 X www.st-annes.org X 1967 CO See description for Part III, Line 1 on Schedule O. 18 18 119 150 0 0 1579131 3033216 8962091 9300723 685851 742464 61486 29620 11288559 13106023 1275232 1170288 0 0 6817555 7154037 0 0 357134 2802076 3005317 10894863 11329642 393696 1776381 35063086 38151106 1768883 1656395 33294203 36494711 X See Schedule O.St. Anne's Episcopal School is an independent school from preschool through grade 8. The School is committed to the heritage and environment created by its founding sisters. The school strives to 1) guide each child toward the development of his or her own moral, intellectual, creative and physical capacity while fostering a shared purpose of social responsibility and involvement; 2) instill a genuine love of learning while providing a broad challenging and stimulating education, promoting self-reliance, and establishing a supportive and nurturing learning experience for students of varied talents and abilities; 3) maintain a strong, inclusive family atmosphere committed to Judeo-Christian values while honoring the socio-economic, ethnic, and religious diversity within the school community. 0 0 9304360 1170288 9300723 St. Anne's Episcopal School has grown into a premier preschool through grade 8 independent, coeducational day school with more than 430 students currently enrolled. Students are provided with well-balanced, state-of-the-art programs in academics, athletics and the arts. Additionally, an extraordinary emphasis is placed on character development and ethical decision making through the school's unique history and heritage and an array of programs and activities. These activities and relationships occur on a beautiful, garden-filled 7.5 acre Denver campus and a scenic, 15.5 acre experiential facility in the foothills outside the city. 9304360 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 1 119 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Ms Judy Persing 3037569481 2701 S York St Denver CO 802106098 Holly Baroway Trustee 4.00 X 0 0 0 Michele Bergner Trustee 4.00 X 0 0 0 Ed Calligan Trustee 4.00 X 0 0 0 Barry Danielsen Trustee 4.00 X 0 0 0 Scott Lichtenberger Trustee 4.00 X 0 0 0 Tom Kaesemeyer Trustee 4.00 X 0 0 0 Mike McGawn Trustee 4.00 X 0 0 0 Sarah Mengshol Trustee 4.00 X 0 0 0 Vatsala Pathy Trustee 4.00 X 0 0 0 Emily Strong Trustee 4.00 X 0 0 0 Buzz Taplin Trustee 4.00 X 0 0 0 Jane Toll Trustee 4.00 X 0 0 0 Liz Walker Trustee 4.00 X 0 0 0 Kristin Wiley Trustee 4.00 X 0 0 0 Brian Wilkinson Trustee 4.00 X 0 0 0 Luke Simpson President 6.00 X X 0 0 0 Keith Oxenreider Secretary 4.00 X X 0 0 0 John Birkeland Treasurer 4.00 X X 0 0 0 Alan Smiley Head of School 50.00 X 285257 0 84048 Judy Persing Business Manager 40.00 X 157955 0 21956 Deena Tarleton Head of Lower School 40.00 X 109794 0 16430 553006 0 122434 3 0 1 0 Sodexo America LLC 10150 Stone Ridge Terrace Parker CO 80134 Catering of school lunches and events 663298 Beaver Builders LLC 2665 S Santa Fe Drive 5J Denver CO 80223 Construction services 106165 2 97229 2935987 305414 3033216 Tuition and fees 900099 9049337 9049337 Auxiliary and other 900099 251386 251386 9300723 462827 462827 174248 105389 0 0 174248 105389 279637 279637 58064 97229 58064 0 13910 1525 12385 12385 181865 164630 17235 17235 13106023 9300723 0 772084 1170288 1170288 565822 192374 373448 5178555 4330392 643887 204276 360946 319435 25306 16205 609383 496102 90322 22959 439331 349275 74127 15929 21702 21702 54465 54465 47797 47797 122864 58723 64141 123024 57082 63339 2603 55806 44367 9416 2023 575837 494391 77369 4077 854403 733556 114798 6049 Lunch program 571068 571068 Classroom/education 386986 386986 Professional dev. 174532 140534 27985 6013 Miscellaneous 26701 2091 24610 -9868 16419 -14536 -11751 11329642 9304360 1668148 357134 1743185 3475211 311448 677884 71026 30355 146363 188556 20684271 8463037 12460418 12221234 20037777 21243878 72869 48988 220000 265000 35063086 38151106 712382 862793 538784 491561 297717 37041 220000 265000 1768883 1656395 X 31432583 33043260 274386 1817085 1587234 1634366 33294203 36494711 35063086 38151106 1776381 1424127 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18596615 1419793 1979944 1407477 20588875 19028205 1016965 140191 1588746 18596615 19629340 617310 57810 1276255 19028205 17205765 952712 2502746 1031883 19629340 15968536 513746 1511202 787719 17205765 0.91100 0.07940 0.00960 0 0 170750 170750 18671265 7116393 11554872 1803010 1346644 456366 39246 39246 12221234 Deferred compensation 265000 265000 13305397 1424127 -1170288 253839 13051558 54465 54465 13106023 10104889 0 10104889 54465 1170288 1224753 11329642 Part V, Line 4: The Investment Committee of the School has established a spending policy for an annual distribution from the endowment fund to the operating fund of the School. These funds are designated for financial aid to students, professional development for faculty and staff, and the general operations of the School. Donor restricted endowment funds are used to provide scholarships to selected students. Part XI, Line 2d - Other Adjustments: Scholarships awarded Part XII, Line 4b - Other Adjustments: Scholarships awarded 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 Publicized in newspapers and included in both written and verbal communication to applicants. 8th Grade Fundraisers 93481 58959 34522 34522 8 61812 38270 23542 23542 155293 97229 58064 58064 58064 0 6215 1525 1 1.00000 7695 1 1.00000 13910 1525 1525 12385 CO 1 0 0 0 1.00000 Shannon Love 2701 S York St Denver CO 80210 0 Shannon Love - Volunteer 0 Maintain valid gaming licenses for the state of Colorado; record revenue and expense for the event; review expenses made for event to assure they are valid and appropriate expenses. 1 27538 1 Scholarships 82 1170288 Part I, Line 2: Scholarships are awarded based on need and monitored over the course of the year. X X X X 0 1 0 0 0 0 0 0 0 Alan Smiley Head of School 285257 0 0 0 0 0 69887 0 14161 0 369305 0 0 0 Judy Persing Business Manager 157955 0 0 0 0 0 13163 0 8793 0 179911 0 0 0 X 17 82930 Sale price 0 0 0 Form 990, Part VI, Section B, line 11b The 990 is reviewed by the ad hoc compensation committee composed of the Board President and Chair of the Finance Committee before it is finalized. This information is then reported to the Board of Trustees. Form 990, Part VI, Section B, line 12c Trustees, faculty and staff review the appropriate Conflict of Interest Policy annually and complete a Conflict of Interest Disclosure Statement. Potential conflicts are required to be reported to an officer of the Board as they occur. Matters requiring discussion are brought to the full board for resolution. Form 990, Part VI, Section B, line 15 Salary for the Head of School is determined by an ad hoc compensation committee composed of the Board President and Chair of the Finance Committee. This committee reviews data gathered by the Business Manager comparing Head of School salaries within ACIS and NAIS. They set the salary and the Head of School is given a contract that is revised every three to four years. This committee also prepares an annual evaluation of the Head of School. When a member of senior management is hired, the salary is set by the Business Manager and the Head of School based on salary data from ACIS and NAIS. These salaries are reviewed tri-annually. If the position being hired is the business manager, the Chair of the Finance Committee and the Board President play a role in the hiring process. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements are made available to the public upon request. Form 990, Part XII, Line 2c The Board of Trustees assumes responsibility for the oversight of the audit. The independent auditors are recommended to the Board of Trustees by the School's finance committee. The independent auditors meet with both the Board and the finance committee at least once annually to review the audit process and results. There has been no change to these procedures since the prior year.