2016-04-26T12:09:13-05:00 2015-06-30 TAYLOR ROTH AND COMPANY 800 GRANT ST STE 205 DENVER CO 802032944 990 2014-07-01 850165745 SANTA FE PREPARATORY SCHOOL SANT 5059821829 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 87505 BRUCE SACHS DIRECTOR OF FINANCE 5059821829 2016-04-19 true KEN ROTH P01389203 3038308109 2016-04-26 2014 2016-08-17 19:52:53Z SANTA FE PREPARATORY SCHOOL JAMES LEONARD 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 87505 11576865 false X WWW.SFPREP.ORG X 1961 NM SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICATED TO EDUCATIONAL EXCELLENCE. 22 22 164 62 0 5669041 4220251 6412090 6718676 302639 343808 -29929 176304 12353841 11459039 802040 1346731 0 5368647 5598781 71547 0 297522 2293435 2397368 8535669 9342880 3818172 2116159 28616598 30661102 2913066 2727808 25703532 27933294 SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICATED TO EDUCATIONAL EXCELLENCE. false false 7144169 1378616 THE SCHOOL PROVIDED A COLLEGE PREPARATORY EDUCATION TO 307 STUDENTS IN GRADES 7 THROUGH 12. THE SCHOOL ALSO HOSTS THE SANTA FE BREAKTHROUGH COLLABORATIVE SERVING 130 STUDENTS AND EF FORD SUMMER TEACHERS COLLOQUIUM SERVING 40 TEACHERS. 7144169 true true false false false false true true false true true false false false true true false true true false false false false false true false false false true true false false false false false false true false true false false false false false false false false true 82 0 true 164 true false false false false false true true false false false false X 22 22 false false false false false false false true true false false true true true true true true true false false NM X BRUCE SACHS 5059823181 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 87505 X MAGGIE ANDERSON DIRECTOR 3.00 0.50 X 0 0 0 BRIAN BOYD DIRECTOR 3.00 0.50 X 0 0 0 ELIZABETH BRADLEY DIRECTOR 5.00 X 0 0 0 KELSEY DALY BROWN DIRECTOR 3.00 X 0 0 0 BILL BROYLES DIRECTOR 3.00 X 0 0 0 FRIEDA BURNES DIRECTOR 2.00 X 0 0 0 ANDREW DAVIS DIRECTOR 3.00 X 0 0 0 JIM GOODWIN DIRECTOR 3.00 X 0 0 0 WILL HALM DIRECTOR 3.00 X 0 0 0 LIZ LAWRENCE DIRECTOR 3.00 X 0 0 0 CHRISTINE LEHMAN DIRECTOR 3.00 X 0 0 0 SAYURI MATTHEWS DIRECTOR 3.00 X 0 0 0 JOE MCCLAUGHERTY DIRECTOR 3.00 X 0 0 0 SUZANNE MOSS DIRECTOR 3.00 X 0 0 0 PHIL MURRAY DIRECTOR 3.00 X 0 0 0 BLAIR NAYLOR DIRECTOR 5.00 X 0 0 0 RACHEL O'KEEFE DIRECTOR 3.00 X 0 0 0 GEORGE RIVERA DIRECTOR 3.00 X 0 0 0 CAROL ROMERO-WIRTH DIRECTOR 3.00 X 0 0 0 HUNTER TEMPLE DIRECTOR 3.00 X 0 0 0 WARREN THOMPSON DIRECTOR 3.00 X 0 0 0 KELSEY DALY BROWN CHAIR 12.00 X X 0 0 0 BILL BROYLES VICE CHAIR 3.00 X X 0 0 0 ANDREW DAVIS TREASURER 3.00 X X 0 0 0 LIZ LAWRENCE SECRETARY 3.00 X X 0 0 0 JAMES LEONARD HEAD OF SCHO 60.00 X 198041 0 42311 BRUCE SACHS DIRECTOR OF 50.00 X 97550 0 14820 295591 57131 2 false true false 30401 50540 4139310 121796 4220251 TUITION AND FEES 611600 6691748 6691748 OTHER EARNED REVENUES 611600 23080 23080 TICKET SALES 611600 3848 3848 6718676 343808 343808 73404 73404 3358 3358 3358 3358 207926 30401 117826 90100 90100 CHANGE IN VALUE OF LIFE INSUR 8942 8942 OTHER REVENUE 500 500 9442 11459039 6728118 510670 1346731 1346731 337953 250084 74350 13519 4057553 2999116 891594 166843 212193 157024 46682 8487 667596 563139 91612 12845 323486 239379 71167 12940 3255 3255 21693 21693 121657 56362 64540 755 114387 6068 108319 162026 96215 51112 14699 180023 57570 122453 11055 6916 4139 306306 230142 64447 11717 93437 93183 254 120969 28517 78733 13719 513398 379915 112947 20536 59482 2447 57035 TEXTBOOKS 283553 283553 PROGRAM SUPPLIES 170080 162263 7817 PROFESSIONAL DEVELOPMENT 54604 34073 20416 115 FOOD SERVICE-- STUDENTS 35070 35070 146373 116402 8624 21347 9342880 7144169 1901189 297522 X 2158908 2414950 668917 883319 2752980 3138298 115789 217537 106258 122186 89221 102478 15603815 6369812 9390226 9234003 12545525 13679179 152240 157514 636534 711638 28616598 30661102 613144 681070 1909922 1630738 390000 416000 2913066 2727808 X 9775622 9444443 7738307 8625608 8189603 9863243 25703532 27933294 28616598 30661102 X 2116159 74949 38654 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 1 19.49 1 true 20.00 256207 X false 13356282 1773640 417409 -265777 -188117 15093437 10098494 1978735 1753184 -474131 13356282 8325738 747432 1234346 -209022 10098494 5000160 2460015 59568 -260000 7259743 4832004 172587 578295 -582726 5000160 0.65350 0.34650 false false 133917 133917 12174702 5058702 7116000 1776076 303055 1473021 1287092 797191 489901 232028 210864 21164 9234003 DEFERRED COMPENSATION 416000 416000 X SCHEDULE D, PAGE 1, PART II, LINE 5 THE ORGANIZATION HAS A WRITTEN POLICY REGARDING MONITORING, INSPECTING, AND ENFORCING THE VIOLATION OF EASEMENT AGREEMENTS. SCHEDULE D, PAGE 1, PART II, LINE 9 THE SCHOOL INCLUDES THE CONSERVATION EASEMENT, VALUED AT 45,000, IN THE "PROPERTY AND EQUIPMENT" OF THE STATEMENT OF FINANCIAL POSITION. SCHEDULE D, PAGE 2, PART III, LINE 4 SANTA FE PREPARATORY SCHOOL MAINTAINS A SMALL ART COLLECTION CONSISTING OF ITEMS DONATED TO THE SCHOOL OVER APPROXIMATELY THE PAST 50 YEARS. THE ART COLLECTION IS CURRENTLY DISPLAYED IN VARIOUS VENUES ACROSS CAMPUS FOR THE EDIFICATION OF OUR STUDENTS AS WELL AS FOR THE ENJOYMENT OF VISITORS TO OUR CAMPUS. SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED TO PRODUCE PRESENT AND FUTURE RETURNS TO BE EXPENDED OR ADDED TO PRINCIPAL. THE SCHOOL CURRENTLY HAS UNRESTRICTED AND DONOR-RESTRICTED ENDOWMENT FUNDS THAT BENEFIT THE SCHOOL AND ITS OPERATIONS, PROVIDE FUNDS FOR FACULTY DEVELOPMENT AND RECOGNITION, AND PROVIDE FUNDS FOR STUDENT FINANCIAL AID. SCHEDULE D, PAGE 3, PART X THE SCHOOL AND THE CLUB ARE EACH EXEMPT FROM INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS SEPARATE LEGAL ENTITIES, EACH ORGANIZATION IS RESPONSIBLE FOR ITS OWN TAX FILING REQUIREMENTS, AND EACH ENTITY'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) IS SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS. SCHEDULE D, PAGE 4, PART XIII PART V, LINE 1A: THE "TWO YEARS BACK" BEGINNING BALANCE DOESN'T AGREE TO THE "THREE YEARS BACK" ENDING BALANCE BECAUSE THE ENDOWMENT FUNDS IN PREVIOUS YEARS WERE REPORTED AT COST AND THE BEGINNING BALANCE OF THIS YEAR WAS REPORTED AT FAIR VALUE. true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 ALL INFORMATION PACKAGES AND PROMOTIONAL ADVERTISING REFLECT A RACIALLY NONDISCRIMINATORY POLICY. DWIGHT YOAKAM C 135295 10541 124754 88226 DANCING W/STARS 72638 19860 52778 4720 16280 8600 1 29572 29572 237505 30401 207104 4720 16280 8600 88226 117826 89278 true COLLEGE TUITION 6 243862 FINANCIAL AID 130 1102869 SCHEDULE I, PAGE 1, PART I, LINE 2 SFPS AWARDS SCHOLARSHIPS BASED ON NEED. PARENTS COMPLETE APPLICATIONS TO AN OUTSIDE VENDOR WHO THEN PROVIDES A LISTING TO SFPS OF THE FAMILIES' NEED TO ATTEND SCHOOL. SFPS THEN USES THAT FIGURE AS A STARTING POINT TO AWARD GRANTS. THE SCHOOL DOES NOT ISSUE MERIT AID. X true true X X X false true false false false false false false false JAMES LEONARD HEAD OF SCHOOL 198041 26968 15343 240352 SCHEDULE J, PAGE 1, PART I, LINE 4 JAMES LEONARD 0 416,000 0 SCHEDULE J, PART III PART I, LINE 4B EXPLANATION: JAMES LEONARD, HEAD OF SCHOOL - DEFERRED COMPENSATION LIABILITY AS OF JUNE 30, 2015, WAS 416,000. THE PLAN IS FUNDED BY A WHOLE LIFE INSURANCE POLICY. STORY LEONARD SPOUSE OF HEAD 55959 W-2 COMPENSATION false X 5788 THRIFT STORE VALUE X 6 107843 FMV ON STOCK MARKET X SUPPLIES 13 8165 THRIFT STORE VALUE false true true SCHEDULE M, PAGE 1, PART I, LINE 32B SFPS USES STOCK BROKER TO PROCESS/SELL STOCK CONTRIBUTIONS. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS PROVIDED ASSISTANCE MAINLY WITH SOLICITING DONATIONS: WRITING NOTES AND MAKING PHONE CALLS TO PROSPECTIVE DONORS. BOARD MEMBERS ALSO SERVED ON A VOLUNTEER BASIS. FORM 990, PAGE 6, PART VI, LINE 11B ONCE THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD, THE SCHOOL EMAILS THE PUBLIC DISCLOSURE COPY TO EACH BOARD MEMBER FOR THEIR REVIEW. AT THE NEXT BOARD MEETING, THE BOARD MEMBERS DISCUSS ANY ISSUES THEY MAY HAVE. FORM 990, PAGE 6, PART VI, LINE 12C SANTA FE PREPARATORY SCHOOL MONITORS CONFLICT OF INTEREST YEARLY. THE CONTRACTS THAT FACULTY AND STAFF SIGN EVERY YEAR HAVE A CLAUSE THAT PROHIBITS CONFLICT OF INTEREST, AND IF ANY EMPLOYEE SEEKS OUTSIDE ADDITIONAL EMPLOYMENT OR WORK, THE HEAD OF SCHOOL MUST APPROVE. FORM 990, PAGE 6, PART VI, LINE 15A THE SCHOOL HAS A SALARY SCALE AND LOOKS AT BENCHMARKS FROM OTHER ISAS AND NAIS SCHOOLS IN DETERMINING COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 INFORMATION IS MAILED OUT OR AVAILABLE TO BE PICKED UP AT THE SCHOOL UPON REQUEST. FORM 990, PAGE 7, PART VII PARENT ORGANIZATION HAS FILED A SEPARATE RETURN FORM 990, PART XI, LINE 9 SFPABC CONSOLIDATED LOSS -3,531 FINANCIAL AID AND SCHOLARSHIPS -1,102,869 FINANCIAL AID AND SCHOLARSHIPS 1,102,869 FORM 990, PART XI, LINE 9 CHANGE IN BEGINNING NET ASSETS--CONSOLIDATION 40,016 CHANGE IN ENDING NET ASSETS--CONSOLIDATION -2,169 PART IX, LINE 9 - OTHER CHANGES IN NET ASSETS EXPLANATION: SANTA FE PREPARATORY SCHOOL'S AUDITED FINANCIAL STATEMENTS ARE ISSUED ON A CONSOLIDATED BASIS WITH SANTA FE PREP ATHLETIC BOOSTER CLUB. BOOSTER CLUB IS A SEPARATE LEGAL ENTITY (EIN 85-0368755) AND FILES ITS OWN FORM 990-EZ. THE TOTAL AMOUNT ON LINE 9 REPRESENTS THE COMBINED CHANGE IN BEGINNING NET ASSETS BETWEEN THE CONSOLIDATED FINANCIAL STATEMENTS AND THE BEGINNING NET ASSETS ON FORM 990 FILED FOR FISCAL YEAR 2015 (40,016) AND THE CHANGE (-2,169)IN ENDING NET ASSETS FOR FISCAL YEAR 2015 RESULTING FROM THE CONSOLIDATION.