2015-07-15T14:33:21-05:00 2014-08-31 464001827 SAXBST LLP 26 COMPUTER DRIVE WEST ALBANY NY 12205 990 2013-09-01 980013401 ST STEPHEN'S SCHOOL STST 2125057409 15 GRAMERCY PARK SO NEW YORK NY 10003 JEFF SCHON CHAIRMAN, BOARD OF TRUSTEES 2125057409 2015-07-15 1 TODD P TERESCO P00247720 5184596700 2013 2016-02-25 16:41:14Z JEFF SCHON 326 WILTON ROAD WESTPORT CT 06880 10400167 0 X WWW.SSSROME.IT X 1962 CT EDUCATIONAL (HIGH SCHOOL) INSTITUTION. 27 25 75 40 0 0 175261 329423 7997700 8799248 151687 124662 992648 1146834 9317296 10400167 564652 677064 0 0 4425970 4734787 90000 150275 181985 3823971 4493240 8904593 10055366 412703 344801 10061621 11384061 5841309 6582150 4220312 4801911 X REVENUES PROVIDE FOR THE PRIMARY OBJECTIVES OF THE SCHOOL, WHICH ARE: ACADEMIC EXCELLENCE, THE FOSTERING OF SENSE OF FELLOWSHIP AMONG STUDENTS AND FACULTY, AND THE PROMOTION OF STUDENTS AS INDEPENDENT, RESPONSIBLE AND RESPONSIVE CONTRIBUTING MEMBERS OF THE LARGER WORLD COMMUNITY. 0 0 7223375 677064 9946082 A CO-ED HIGH SCHOOL (THE SCHOOL) THAT OPERATES IN ROME, ITALY. THE SCHOOL IS OPEN TO AMERICANS AND STUDENTS FROM OTHER COUNTRIES, AND COMPRISES OF A MULTI-RACIAL STUDENT BODY. CURRENTLY, THE SCHOOL HAS 274 STUDENTS WITH 39 NATIONALITIES REPRESENTED. THE STUDENT TO FACULTY RATIO IS 7 TO 1, WITH AN AVERAGE CLASS SIZE OF 12 STUDENTS. 83% OF FACULTY MEMBERS HAVE ADVANCE DEGREES AND 100% OF STUDENTS MATRICULATE INTO A COLLEGE OR UNIVERSITY. THE AVERAGE INTERNATIONAL BACCALAUREATE SCORE IS 35 WITH THE IB DIPLOMA REQUIREMENT BEING A SCORE OF 24. THE SCHOOL WAS RECENTLY REACCREDITED BY THE COUNCIL OF INTERNATIONAL SCHOOLS AND THE NEW ENGLAND ASSOCIATION OF SCHOOLS AND COLLEGES. 7223375 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 75 0 0 1 IT 0 0 0 0 0 0 0 0 0 X 27 25 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 0 0 0 NY X X GRAZIA BORLANDELLI 2125057409 VIA AVENTINA 3 ROME IT 06901 F THOMAS ADEN BOARD OF TRUSTEE 1.00 X 0 0 0 ROHIT THOMAS AGGARWALA SECOND VICE CHAIR 1.00 X X 0 0 0 STEPHEN ALTSCHUL BOARD OF TRUSTEE 1.00 X 0 0 0 CHRISTIAN BASTIAN BOARD OF TRUSTEE 1.00 X 0 0 0 ANNE FISK BERGAN BOARD OF TRUSTEE 1.00 X 0 0 0 SANDRA CRAIG BOARD OF TRUSTEE 1.00 X 0 0 0 VERDELLA CARACCIOLO DE BENEDICTIS BOARD OF TRUSTEE 1.00 X 0 0 0 THOMAS GALDY EXECUTIVE TREASURER 2.00 X X 0 0 0 ERICA M DORNBURG BOARD OF TRUSTEE 1.00 X 0 0 0 MASSIMO ELSER BOARD OF TRUSTEE 1.00 X 0 0 0 FRED H GAGE BOARD OF TRUSTEE 1.00 X 0 0 0 WILLIAM GRUY BOARD OF TRUSTEE 1.00 X 0 0 0 GEORGE KLOPFER BOARD OF TRUSTEE 1.00 X 0 0 0 FIONA LECKIE BOARD OF TRUSTEE 1.00 X 0 0 0 CARMEN MOAURO BOARD OF TRUSTEE 2.00 X 0 0 0 CHERYL P MOWINCKEL BOARD OF TRUSTEE 1.00 X 0 0 0 DEBORAH PACKER MUMM SECRETARY 2.00 X X 0 0 0 ERIC MAYER HEADMASTER 50.00 X X 0 0 0 DUNCAN POLLOCK BOARD OF TRUSTEE 1.00 X 0 0 0 RICHARD M ROUTHIER TREASURER 2.00 X X 0 0 0 DANIELA SALVIONI BOARD OF TRUSTEE 1.00 X 0 0 0 JEFFREY SCHON CHAIRMAN 4.00 X X 0 0 0 HARVEY STONE BOARD OF TRUSTEE 1.00 X 0 0 0 CAROLYN DITTMEIER BOARD OF TRUSTEE 1.00 X 0 0 0 HELEN HANNICK BOARD OF TRUSTEE 1.00 X 0 0 0 DANA ENGLISH BOARD OF TRUSTEE 1.00 X 0 0 0 DINA KAPLAN BOARD OF TRUSTEE 1.00 X 0 0 0 SARAH ELY KELLY BOARD OF TRUSTEE 1.00 X 0 0 0 ELIZABETH MORRIS BOARD OF TRUSTEE 1.00 X 0 0 0 LESLEY MURPHY HEADMASTER 60.00 X 132913 0 0 THERESA PANUCCIO BOARD OF TRUSTEE 1.00 X 0 0 0 132913 0 0 1 0 0 0 VIVENDA SRL VIA ALTOLISEI 25 ROMA IT 00173 CATERING AND FOOD SUPPLIES 561494 STRELE SRL VIA DELLA GIUSTINIANA 1212 ROMA IT 00189 BUILDING MAINTENANCE & IMPROVEMENT 252104 PRIMIGENIA CONSULTING SRL VIALE GORIZIA 20 ROMA IT 00198 SECURITY SERVICES 137537 COPYANDO SRL VIA OSTIENSE 457/D ROMA IT 00146 EVENT ORGANIZER 114962 ROBERT D HOLCOMB 304 CLIFF AVENUE PELHAM NY 10803 FUNDRAISER 102500 5 15736 313687 329423 TUITION AND FEES 611600 8799248 8799248 8799248 124662 124662 OTHER INCOME 611710 442551 442551 SCHOOL LUNCH PROGRAM 611710 394835 394835 STUDENT TRIPS 611710 309448 309448 1146834 10400167 9946082 0 124662 677064 677064 132913 53269 79644 4601874 3221312 1380562 36358 36358 69370 69370 77448 77448 150275 150275 7941 7941 63729 63729 812499 528124 276250 8125 550148 440118 104528 5502 GENERAL ADMINISTRATION 1304777 782866 508863 13048 STUDENT SERVICES 589457 589457 STUDENT ACTIVITIES 472603 472603 CURRICULUM 257169 257169 251741 201393 45313 5035 10055366 7223375 2650006 181985 2284287 4528863 1767832 797879 7419 175228 534820 557405 8013323 7053083 1330812 960240 4136451 4364446 10061621 11384061 480522 424690 3455718 1438362 1575174 3922425 1126568 5841309 6582150 X 0 0 0 0 4220312 4801911 4220312 4801911 10061621 11384061 X 344801 90135 146663 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6410658 5642466 768192 1201998 1057962 144036 400667 352655 48012 960240 IRONGATE GLOBAL STRATEGY FUNDS 42019 F OTHER INVESTMENTS 4322427 F 4364446 ADVANCES ON TUITION 295214 OTHER LIABILITIES 831354 1126568 X 9826512 90135 13274 103409 9723103 677064 677064 10400167 9378302 0 9378302 677064 677064 10055366 PART X, LINE 2: ST. STEPHEN'S IS A TAX EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE NEW YORK STATE LAW. ST. STEPHEN'S HAS BEEN CLASSIFIED AS A PUBLICALLY-SUPPORTED ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. ST. STEPHEN'S FILES A FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITION'S TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED ST. STEPHEN'S TAX POSITIONS, INCLUDING THAT ST. STEPHEN'S IS EXEMPT FROM TAXES AND NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME, AND CONCLUDED THAT ST. STEPHEN'S HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF AUGUST 31, 2013 AND 2012. FORMS 990 FILED BY ST. STEPHEN'S ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. ST. STEPHEN'S IS NO LONGER SUBJECT TO EXAMINATION FOR THE FISCAL YEARS ENDED AUGUST 31, 2009, AND PRIOR. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON FOREIGN CURRENCY TRANSLATION 13,274. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AIDS AND DISCOUNTS 677,064. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AIDS AND DISCOUNTS 677,064. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL MAKES ITS RACIALLY NONDISCRIMINATORY POLICY KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED BY THE SCHOOL. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES ASSISTANCE FROM THE GOVERNMENT FOR SUPPORTING FINANCIAL AID. 0 ROME, ITALY 1 75 PROGRAM SERVICES EDUCATION 9211665 1 75 0 0 1 75 9211665 0 9211665 FINANCIAL AID ASSISTANCE ROME, ITALY 134 677064 REDUCTION OF EDUCATION COSTS 0 0 0 0 0 0 0 ROBERT HOLCOMB 304 CLIFF AVENUE PELHAM NY 10803 ALL FACETS OF FUNDRAISING 1 210000 102500 107500 210000 102500 107500 NY FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WHO HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS EXAMINED BY THE ITALIAN EXTERNAL AUDITOR AND UPON APPROVAL, IT IS SUBMITTED TO THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR SIGNING. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S POLICY MANUAL IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSET ADJUSTMENT 146,663.