2015-03-23T14:27:03-05:00 2014-06-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2013-07-01 591147278 EPISCOPAL SCHOOL OF JACKSONVILLE INC EPIS 9043965751 4455 ATLANTIC BOULEVARD JACKSONVILLE FL 32207 STEPHANIE BROWN CHIEF FINANCIAL OFFICER 9043965751 2015-03-09 1 ROBERT T LOVERICH P00218080 9043965831 2013 2016-03-07 17:11:31Z STEPHANIE BROWN 4455 ATLANTIC BOULEVARD JACKSONVILLE FL 32207 28487098 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 ADVERSITY. 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. 27 27 392 0 41456 0 1434358 2679865 17603302 18255672 295157 553408 132578 141577 19465395 21630522 2853081 3036329 0 0 10749566 11191839 0 0 248113 6363991 7092899 19966638 21321067 -501243 309455 43960376 39640112 16376321 11610480 27584055 28029632 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 ADVERSITY. 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 10546944 3036329 17107290 THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S EXCELLENT FACULTY ENGAGES THE TOTAL STUDENT IN INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, UNSELFISH LEADERSHIP, AND COMMUNITY SERVICE. 10546944 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 1 0 1 1 0 0 0 0 1 0 0 0 1 34 0 1 392 1 1 1 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X STEPHANIE BROWN CFO 9043965751 4455 ATLANTIC BLVD JACKSONVILLE FL 32207 JAMES F BAILEY TRUSTEE 1.00 X 0 0 0 OLIVER J BARAKAT TRUSTEE 1.00 X 0 0 0 PATRICIA BLANCHARD TRUSTEE 1.00 X 0 0 0 EDWARD E BURR TRUSTEE 1.00 X 0 0 0 STEPHEN D BUSEY TRUSTEE 1.00 X 0 0 0 ROBERT M CLEMENTS TRUSTEE 1.00 X X 0 0 0 SUSAN JANGRO TRUSTEE 1.00 X X 0 0 0 WYNDEL LAPRADE TRUSTEE 1.00 X 0 0 0 DERRICK W SMITH TRUSTEE 1.00 X 0 0 0 JOHN STROM TRUSTEE 1.00 X 0 0 0 HERSCHEL T VINYARD JR TRUSTEE 1.00 X 0 0 0 ALONZO WALTON TRUSTEE 1.00 X 0 0 0 THE RIGHT REV SAMUEL J HOWARD EX-OFFICIO 1.00 X 0 0 0 NIELS P MURPHY TRUSTEE 1.00 X 0 0 0 JILL L DAME TRUSTEE 1.00 X 0 0 0 ANGELA COREY TRUSTEE 1.00 X 0 0 0 THE VERY REVERAND KATHERINE MOOREHE TRUSTEE 1.00 X X 0 0 0 PRESTON HASKELL III TRUSTEE 1.00 X 0 0 0 HELEN ROWAN TRUSTEE 1.00 X X 0 0 0 CLAUDIA S AMLIE TRUSTEE 1.00 X 0 0 0 CLARE BERRY TRUSTEE 1.00 X 0 0 0 DAVID C HODGES JR TRUSTEE 1.00 X 0 0 0 WILLIAM N STEITZ III TRUSTEE 1.00 X 0 0 0 STEPHEN SUDDATH TRUSTEE 1.00 X 0 0 0 ALEX GRAHAM EX-OFFICIO 1.00 X 0 0 0 JOHN FALCONETTI TRUSTEE 1.00 X 0 0 0 WILLIAM M EASTON TRUSTEE 1.00 X 0 0 0 JACQUELINE J BUSSE TRUSTEE 1.00 X 0 0 0 CHARLES F ZIMMER HEAD OF SCHOOL 40.00 X 386383 0 15854 386383 0 15854 1 0 1 0 SODEXHO 3030 HARTLEY RD JACKSONVILLE FL 32257 CAFETERIA MANAGEMENT SERVICES 728056 WEISER SECURITY SERVICES INC PO BOX 51720 NEW ORLEANS LA 70151 GROUNDS SECURITY SERVICES 177882 2 67080 2612785 62813 2679865 STUDENT FEES 611710 17072314 17072314 CAFETERIA SALES 722210 699776 699776 SWIM PROGRAM 913940 312966 312966 SUMMER CAMP INCOME 611710 81697 81697 SUMMER SCHOOL TUITION 611710 61132 61132 27787 27787 18255672 182528 182528 76432 0 76432 76432 34976 41456 6855365 3000 6487485 0 367880 3000 370880 370880 0 67080 37807 -37807 -37807 416062 331284 84778 84778 OTHER INCOME 611710 18174 12922 5252 18174 21630522 17603794 41456 1305407 3036329 3036329 8810675 5205388 3524647 80640 419428 419428 1327547 34817 1292730 634189 378663 249339 6187 200 200 30700 30700 10218 10218 196396 42237 57283 96876 102659 4936 97649 74 1064920 852317 194445 18158 186030 181989 4041 2116673 86579 2030094 24314 12096 2955 9263 9088 4583 4505 54990 40870 14120 788766 788766 1588657 1588657 OAK LANE OFFICE RENTAL 28433 28433 DEPARTMENTAL EXPENSES 459404 459404 MISCELLANEOUS 301951 150574 149391 1986 GRADUATION 47120 47120 82380 9042 38409 34929 21321067 10546944 10526010 248113 2642596 1307641 3221235 3368992 397583 1630246 4757572 8223631 167631 481079 186840 197535 47143059 22981760 25137894 24161299 7449025 269689 43960376 39640112 797148 2638063 8071090 8578556 7343702 0 215000 164381 178861 16376321 11610480 X 27417239 27993273 166816 36359 27584055 28029632 43960376 39640112 309455 136122 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3144362 3144362 33398677 14797145 18601532 5532485 4635306 897179 5067535 3549309 1518226 24161299 DUE TO STUDENT ACTIVITIES 178861 178861 22411731 136122 645087 781209 21630522 0 21630522 21966154 645087 645087 21321067 0 21321067 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 331,284. ENDOWMENT FUNDRAISING ON BEHALF OF THE FOUNDATION 313,803. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 331,284. ENDOWMENT FUNDRAISING ON BEHALF OF THE FOUNDATION 313,803. 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 1 FORD & ASSOCIATES 1447 PEACHTREE STREET NORTHEAST ATLANTA GA 30309 CONSULTANT ONLY 0 368154 96876 271278 368154 96876 271278 FL GOLF & TENNIS TOURNAMENT 14920 14920 14358 68 202 BASH 52160 52160 1500 5893 12193 500 3093 67080 67080 1500 20251 12261 500 3295 37807 -37807 STEPHANIE BROWN 4455 ATLANTIC BLVD JACKSONVILLE FL 32207 1 FINANCIAL AID 267 3013820 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 ARE NON-REFUNDABLE. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 CHARLES F ZIMMER HEAD OF SCHOOL 271278 0 0 0 115105 0 15625 0 229 0 402237 0 0 0 PART I, LINE 1A PAID HOUSING ALLOWANCE AND SOCIAL CLUB MEMBERSHIP FOR KEY EMPLOYEES. PART I, LINE 4B 457 PLAN FISCAL YEAR $100,000 AND CALENDAR YEAR $58,620. ROBERT CLEMENTS ESJ-CHAIRMAN OF THE BOARD,EVERBANK-CHAIRMAN OF THE BOARD & CEO 3623159 ESJ MAINTAINS DEPOSITORY ACCOUNTS AT EVERBANK. THE BALANCES AT 06.30.2014 TOTALED $3,623,159. THESE ARE THE SAME TYPE OF ACCOUNTS THAT ANY NON-PROFIT BUSINESS COULD MAINTAIN AT EVERBANK AND ALL RATES AND FEES ARE STANDARD.THERE ARE NO OTHER TRANSACTIONS OUTSIDE OF A NORMAL DEPOSITORY RELATIONSHIP. 0 X 2 46778 FAIR MARKET VALUE X VARIOUS 2 16035 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: ITEMS WERE NOT REPORTED AS REVENUE OR EXPENSES DUE TO THE NATURE OF THE ITEMS, EXCEPT SECURITIES. FORM 990, PART VI, SECTION B, LINE 11 CHIEF FINANCIAL OFFICER REVIEWS ALL INFORMATION IN DETAIL. HEAD OF SCHOOL AND FINANCE COMMITTEE CHAIR CONDUCT A SECOND-LEVEL REVIEW. ALL BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO READ AND ASK QUESTIONS BEFORE SUBMISSION TO THE 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. EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC 4455 ATLANTIC BLVD JACKSONVILLE FL 32207 237003394 ENDOWMENT FL 501(C)(3) LINE 11C, III-FI 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC C 317907 BOOK VALUE EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC K 313803 BOOK VALUE