SAINT EDWARDS SCHOOL: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SAINT EDWARDS SCHOOL (EIN 59-1059214)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-03-03
- IRS object ID
- 201740629349300324
- Schema version
- 2015v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-03T14:07:41-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5070 N HIGHWAY A1A STE 250 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591059214 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT EDWARD'S SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 7722316731 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1895 SAINT EDWARDS DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF HURWITZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7722316731 | PhoneNum |
| Signature | 2017-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH A CRUM CPA | PreparerPersonNm |
| PTIN | P00282890 | PTIN |
| Phone | 7722348484 | PhoneNum |
| Preparation | 2017-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL MERSKY HEAD OF S | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1895 SAINT EDWARDS DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,601,421 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | STEDS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SAINT EDWARD'S SCHOOL IS A COMMUNITY AND CULTURE WHICH PROMOTES LIFE-LONGLEARNING BY DEVELOPING CRITICAL THINKING, COLLABORATION, AND A THOROUGHPREPARATION FOR COLLEGE AND THE FUTURE. FOUNDED UPON THE EPISCOPALTRADITION, THE FOCUS IS ON THE WHOLE CHILD, LED BY A STRONG FACULTY WHOWORK TO HELP ALL STUDENTS REACH THEIR FULL POTENTIAL IN THE CLASSROOM AND BEYOND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 230 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $169,971 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$41,980 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,999,369 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,864,074 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,068,351 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,918,669 | CYProgramServiceRevenueAmt |
| PY Investment Income | $342,981 | PYInvestmentIncomeAmt |
| CY Investment Income | $109,479 | CYInvestmentIncomeAmt |
| PY Other Revenue | $203,463 | PYOtherRevenueAmt |
| CY Other Revenue | $2,545,178 | CYOtherRevenueAmt |
| PY Total Revenue | $17,614,164 | PYTotalRevenueAmt |
| CY Total Revenue | $20,437,400 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,888,173 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,113,185 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,696,170 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,135,681 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $551,649 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,900,440 | PYOtherExpensesAmt |
| CY Other Expenses | $4,817,908 | CYOtherExpensesAmt |
| PY Total Expenses | $13,484,783 | PYTotalExpensesAmt |
| CY Total Expenses | $14,066,774 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,129,381 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,370,626 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,740,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,521,145 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,716,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,647,892 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,024,646 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,873,253 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SAINT EDWARD'S SCHOOL IS A COMMUNITY AND CULTURE WHICH PROMOTES LIFE-LONG LEARNING BY DEVELOPING CRITICAL THINKING, COLLABORATION, AND A THOROUGH PREPARATION FOR COLLEGE AND THE FUTURE. FOUNDED UPON THE EPISCOPAL TRADITION, THE FOCUS IS ON THE WHOLE CHILD, LED BY A STRONG FACULTY WHO WORK TO HELP ALL STUDENTS REACH THEIR FULL POTENTIAL IN THE CLASSROOM AND BEYOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,361,275 | ExpenseAmt |
| Grant | $2,113,185 | GrantAmt |
| Revenue | $12,668,036 | RevenueAmt |
| Desc | ST. EDWARD'S SCHOOL PROVIDES EDUCATION FOR PRIMARY, INTERMEDIATE AND SECONDARY STUDENTS. APPROXIMATELY 564 STUDENTS WERE SERVED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $234,468 | ExpenseAmt |
| Revenue | $308,080 | RevenueAmt |
| Desc | ST. EDWARD'S SCHOOL PROVIDES SEVERAL AUXILIARY SERVICES SUCH AS A SUMMER CAMP PROGRAM, RECREATIONAL/CLUB SWIM TEAM, TUTORIAL CENTER, AND EXTENDED DAY CARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,595,743 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 230 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ZAMERSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7724922313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1895 ST EDWARDS DR | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOSEPH P CORR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD L EDWARDS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REV CHRIS RODRIGUEZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN BARRY | |||||||
| CHAIRMAN | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEFF HURWITZ | |||||||
| TREASURER | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUSAN MORRISON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TREY SMITH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD J RENNICK JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY R TREMML | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON PROCTOR | |||||||
| SECRETARY | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUSAN TEMPLE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RON CHESLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HURYN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT RITTER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN LOWENBERG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MCDERMOTT | |||||||
| VICE-CHAIR | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRYAN CORRIGAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET ANNE EVANS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW KENNEDY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA WALDROP | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MERSKY | |||||||
| HEAD OF SCHOOL | 40.00 | $403,130 | $0 | $31,841 | Yes (X) | ||
| BRUCE WACHTER | |||||||
| HEAD OF UPPER SCHOOL | 40.00 | $132,927 | $0 | $11,495 | Yes (X) | ||
| BETH ZAMERSKI | |||||||
| CFO | 40.00 | $125,087 | $0 | $43,637 | Yes (X) | ||
| ANNE STORCH | |||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | $123,418 | $0 | $6,368 | Yes (X) | ||
| KEIRA MURPHY | |||||||
| HEAD OF MIDDLE SCHOOL | 40.00 | $115,244 | $0 | $36,824 | Yes (X) | ||
| MARGARET ANDERSON | |||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $101,683 | $0 | $5,240 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,001,489 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $135,405 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SODEXO INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 536922 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303536922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MAINTENANCE | ServicesDesc |
| Compensation | $746,617 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $246,006 | FundraisingAmt |
| All Other Contributions | $4,618,068 | AllOtherContributionsAmt |
| Noncash Contributions | $269,713 | NoncashContributionsAmt |
| Total Contributions | $4,864,074 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION & FEES | 611110 | $12,309,965 | $12,309,965 | |
| OTHER PROGRAM REVENUE | 611110 | $300,624 | $300,624 | |
| AUXILIARY SERVICES - TAXABLE | 713990 | $169,971 | $169,971 | |
| AUXILIARY SERVICES - EXEMPT | 611110 | $138,109 | $138,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,918,669 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,832 | TotalRevenueColumnAmt |
| Exclusion | $108,832 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,850 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,203 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $647 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $647 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $237,433 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $246,006 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $93,766 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,667 | TotalRevenueColumnAmt |
| Exclusion | $143,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $113,510 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $69,052 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,458 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,458 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| GAIN ON DEBT FORGIVENESS | 900099 | $2,344,711 | $2,344,711 | |
| RENTAL INCOME | 531190 | $12,342 | $12,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,357,053 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,437,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,806,145 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $169,971 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,597,210 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,113,185 | TotalAmt |
| Program Services | $2,113,185 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,005 | TotalAmt |
| Management And General | $200,900 | ManagementAndGeneralAmt |
| Fundraising | $86,105 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,728,672 | TotalAmt |
| Program Services | $4,018,163 | ProgramServicesAmt |
| Management And General | $1,440,270 | ManagementAndGeneralAmt |
| Fundraising | $270,239 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,334 | TotalAmt |
| Program Services | $196,199 | ProgramServicesAmt |
| Management And General | $80,135 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,719 | TotalAmt |
| Program Services | $242,623 | ProgramServicesAmt |
| Management And General | $99,096 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,951 | TotalAmt |
| Program Services | $314,431 | ProgramServicesAmt |
| Management And General | $128,425 | ManagementAndGeneralAmt |
| Fundraising | $59,095 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,483 | TotalAmt |
| Management And General | $18,483 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,550 | TotalAmt |
| Management And General | $72,550 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,751 | TotalAmt |
| Management And General | $5,751 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,626 | TotalAmt |
| Management And General | $65,626 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,799 | TotalAmt |
| Program Services | $9,611 | ProgramServicesAmt |
| Management And General | $107,188 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,361 | TotalAmt |
| Program Services | $212,361 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,675 | TotalAmt |
| Program Services | $499,675 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116 | TotalAmt |
| Management And General | $116 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,955 | TotalAmt |
| Program Services | $540,181 | ProgramServicesAmt |
| Management And General | $371,316 | ManagementAndGeneralAmt |
| Fundraising | $21,458 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,884 | TotalAmt |
| Program Services | $11,783 | ProgramServicesAmt |
| Management And General | $502,101 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OUTSOURCED MANAGEMENT E | $620,746 | $620,746 | |
| BUILDING/GROUNDS MAINTE | $312,204 | $312,204 | |
| SPORTS | $269,451 | $269,451 | |
| CRP EXPENSES | $168,530 | $168,530 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,008,777 | TotalAmt |
| Program Services | $547,334 | ProgramServicesAmt |
| Management And General | $346,691 | ManagementAndGeneralAmt |
| Fundraising | $114,752 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,066,774 | TotalAmt |
| Program Services | $9,595,743 | ProgramServicesAmt |
| Management And General | $3,919,382 | ManagementAndGeneralAmt |
| Fundraising | $551,649 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,926 | BOYAmt |
| EOY | $167,166 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,769,108 | BOYAmt |
| EOY | $8,875,347 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,797,700 | BOYAmt |
| EOY | $2,471,547 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,079 | BOYAmt |
| EOY | $34,660 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,893 | BOYAmt |
| EOY | $35,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,049,421 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,606,317 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,996,800 | BOYAmt |
| EOY | $15,443,104 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,395,187 | BOYAmt |
| EOY | $11,023,547 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,221 | BOYAmt |
| EOY | $469,860 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,740,914 | BOYAmt |
| EOY | $38,521,145 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,633 | BOYAmt |
| EOY | $395,036 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,208,386 | BOYAmt |
| EOY | $4,968,048 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,744,711 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,538 | BOYAmt |
| EOY | $284,808 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,716,268 | BOYAmt |
| EOY | $5,647,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,267,444 | BOYAmt |
| EOY | $21,101,922 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,123,695 | BOYAmt |
| EOY | $2,866,423 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,633,507 | BOYAmt |
| EOY | $8,904,908 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,024,646 | BOYAmt |
| EOY | $32,873,253 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,740,914 | BOYAmt |
| EOY | $38,521,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,370,626 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$522,019 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Grants | $7,500 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $352,595 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,114,280 | BeginningYearBalanceAmt |
| Contributions | $1,555,512 | ContributionsAmt |
| Investment Earnings Or Losses | -$382,319 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $266,977 | OtherExpendituresAmt |
| End Year Balance | $9,020,496 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,310,004 | BeginningYearBalanceAmt |
| Contributions | $696,000 | ContributionsAmt |
| Investment Earnings Or Losses | $304,916 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $196,640 | OtherExpendituresAmt |
| End Year Balance | $8,114,280 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,112,769 | BeginningYearBalanceAmt |
| Contributions | $399,206 | ContributionsAmt |
| Investment Earnings Or Losses | $944,143 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $146,114 | OtherExpendituresAmt |
| End Year Balance | $7,310,004 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,009,787 | BeginningYearBalanceAmt |
| Contributions | $661,947 | ContributionsAmt |
| Investment Earnings Or Losses | $614,698 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $173,663 | OtherExpendituresAmt |
| End Year Balance | $6,112,769 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,964,529 | BeginningYearBalanceAmt |
| Contributions | $1,261,135 | ContributionsAmt |
| Investment Earnings Or Losses | -$77,562 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $138,315 | OtherExpendituresAmt |
| End Year Balance | $5,009,787 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $695,256 | OtherCostOrOtherBasisAmt |
| Book Value | $695,256 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,058,299 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,025,310 | DepreciationAmt |
| Book Value | $13,032,989 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,689,672 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,691,777 | DepreciationAmt |
| Book Value | $997,895 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,606,194 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,889,230 | DepreciationAmt |
| Book Value | $716,964 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,443,104 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (12 entries)
| DescDesc | AmtAmt |
|---|---|
| A/P-L/S DISCRETIONARY FUND | $68,398 |
| A/P-M/S DISCRETIONARY FUND | $15,684 |
| A/P-U/S DISCRETIONARY FUND | $32,162 |
| RESERVE FOR LACROSSE | $3,250 |
| STUDENT ACTIVITY-CLUB FUNDS | $12,150 |
| SUPERFANS CLUB | $654 |
| RESERVE FOR LEARNING SUPPORT SERVICE | $63,122 |
| SCIENCE NATIONAL HONOR SOCIETY RESE | $490 |
| BOOK RESERVE- LOWER SCHOOL TEXTS | $82,816 |
| RESERVE FOR LONG RANGE PLANNING PRO | $3,993 |
| BAND EQUIPMENT MAINTENANCE RESERVE | $745 |
| RESERVE FOR LS BOX TOPS | $1,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $284,808 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,949,427 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$522,019 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $152,982 | OtherRevenueAmt |
| Revenue Not Reported | -$369,037 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,318,464 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,751 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,113,185 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,118,936 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,437,400 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,100,820 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $152,982 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $152,982 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,947,838 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,751 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,113,185 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,118,936 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,066,774 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PROGRAM SUPPORT FUNDS ENHANCE THE CURRICULUM AND SUPPORT PROGRAMS VITAL TO THE SCHOOL'S MISSION. FACULTY SUPPORT FUNDS RECOGNIZE THAT A VITAL AND ENERGIZED FACULTY ARE THE HALLMARK OF AN EXCEPTIONAL INDEPENDENT SCHOOL. THESE GIFTS NOURISH AND STRENGTHEN THE FACULTY AS WELL AS HONOR THEIR MANY ACHIEVEMENTS. FACILITY SUPPORT FUNDS ENSURE THE STEWARSHIP OF THE PHYSICAL RESROUCES. STUDENT SUPPORT FUNDS PROVIDE FINANCIAL ASSISTANCE SO THAT TALENTED STUDENTS THROUGHOUT THE COMMUNITY ARE ABLE TO ATTEND SAINT EDWARD'S SCHOOL. |
| PART X, LINE 2: | THE SCHOOL IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM SIMILAR STATE AND LOCAL TAXES. ALTHOUGH THE SCHOOL WAS GRANTED INCOME TAX EXEMPTION BY THE INTERNAL REVENUE SERVICE, SUCH EXEMPTION DOES NOT APPLY TO "UNRELATED BUSINESS TAXABLE INCOME." SUCH INCOME, PURSUANT TO THE INTERNAL REVENUE CODE AND RELATED REGULATIONS, INCLUDES INVESTMENT INCOME SUCH AS INTEREST RECEIVED FROM SOURCES OTHER THAN DIRECTLY FROM DONORS OR GRANTORS. THE SCHOOL HAS BEEN CLASSIFIED AS NOT A PRIVATE FOUNDATION. THE SCHOOL ANALYZES ITS INCOME TAX FILING POSITIONS IN THE FEDERAL AND STATE JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, AS WELL AS ALL OPEN TAX YEARS IN THESE JURISDICTIONS, TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. THE SCHOOL TREATS INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, AND REFLECTS ANY CHARGES FOR SUCH, TO THE EXTENT THEY ARISE, AS A COMPONENT OF ITS MANAGEMENT AND GENERAL EXPENSES. THE SCHOOL HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2013 THROUGH 2016, THE YEARS, WHICH REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2016. THE SCHOOL CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE SCHOOL'S FINANCIAL STATEMENTS. THE SCHOOL DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE SCHOOL DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT JUNE 30, 2016 OR 2015, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFICATION DIFFERENCE 152,982. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND FINANCIAL AID 2,113,185. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFICATION DIFFERENCE 152,982. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND FINANCIAL AID 2,113,185. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ST. EDWARD'S NON-DISCRIMINATORY POLICY IS PUBLICIZED WHEN SOLICITING FOR STUDENTS IN ALL SCRIPPS NEWSPAPERS INCLUDING VERO BEACH PRESS JOURNAL AND ST.LUCIE TRIBUNE, WATERMARK MAGAZINE, 32963 MAGAZINE, STUART MAGAZINE, VERO BEACH MAGAZINE, ALL ON-CAMPUS EVENT PROGRAMS AND BROCHURES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL BENFIT | Event1Nm |
| Gross Receipts Event1 | $333,606 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $246,006 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $87,600 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $500 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $32,374 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $22,877 | OtherDirectExpensesEvent1Amt |
| Event2 | PARENTS ASSOCIATION | Event2Nm |
| Gross Receipts Event2 | $149,833 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $149,833 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $36,515 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $483,439 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $246,006 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $237,433 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $500 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $32,374 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $59,392 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $93,766 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $143,667 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL AID-EXISTING STUDENTS | 91 | $1,443,525 |
| BENEFIT- EMPLOYEE TUTION REMISSION | 55 | $669,660 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I - PART III | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS AND FINANCIAL AID ARE A REDUCTION OF THE STUDENT'S TUITION AND NO MONEY IS DIRECTLY PAID TO THE STUDENTS OR PARENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL MERSKY | ||||||||||||||
| HEAD OF SCHOOL | $393,716 | $0 | $0 | $0 | $9,414 | $0 | $26,624 | $0 | $5,217 | $0 | $434,971 | $0 | $0 | $0 |
| BETH ZAMERSKI | ||||||||||||||
| CFO | $125,087 | $0 | $0 | $0 | $0 | $0 | $5,500 | $0 | $38,137 | $0 | $168,724 | $0 | $0 | $0 |
| KEIRA MURPHY | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $115,244 | $0 | $0 | $0 | $0 | $0 | $5,652 | $0 | $31,172 | $0 | $152,068 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING BENEFITS ARE PROVIDED TO MICHAEL MERSKY, THE HEAD OF SCHOOL: 1) DISCRETIONARY SPENDING ACCOUNT:THE DISCREATIONAY ACCOUNT IS AN AMOUNT IN THE SCHOOL'S BUDGET EACH YEAR THAT THE HEAD OF SCHOOL IS ALLOWED TO DIRECT THE SPENDING. IT MUST ONLY BE USED FOR SCHOOL EXPENSES, NOT PERSONAL EXPENSES. 2) HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: A RESIDENCE FOR PERSONAL USE IS PROVIDED TO THE HEAD OF SCHOOL. THE VALUE OF THE BENEFIT IS ESTIMATED TO BE $43,710 AND IS NOT TREATED AS TAXABLE COMPENSATION. 3) HEALTH OR SOCIAL CLUB DUES: THE HEAD OF SCHOOL RECEIVED $4,628 FOR CLUB DUES WHICH WAS TREATED AS TAXABLE COMPENSATION. 4) TRAVEL FOR COMPANIONS: THE HEAD OF SCHOOL ATTENDS AN ANNUAL CONFERENCE FOR HEAD OF SCHOOLS NATIONWIDE. THE CONFERENCE INCLUDES PROGRAMMING FOR SPOUSES AND INCLUDES SPOUSES IN THE CONFERENCE. THE SCHOOL PAYS AIRFARE FOR THE HEAD OF SCHOOL SPOUSE ONLY FOR THIS CONFERENCE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WHITNEY SMITH | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $19,687 | TransactionAmt |
| Transaction | RECEIVED COMPENSATION AS LEARNING SUPPORT TEACHER | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $269,713 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE EPISCOPAL DIOCESE BISHOP HAS THE RIGHT TO APPOINT THE DIOCESE'S BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PROVIDED TO THE BOARD PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | REVIEWED ANNUALLY AND ANY POTENTIAL CONFLICTS ARE ADDRESSED. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPARISON WITH COMPATIBILITY DATA OF EQUIVALENT SCHOOLS; PERFORMANCE EVALUATION; NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL (NAIS), REVIEW BY OUTSIDE COMPENSATION CONSULTANT, AND FLORIDA COUNCIL OF INDEPENDENT SCHOOLS (FCIS)STATISTICS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |