2015-03-09T09:30:23-05:00 2014-06-30 452781062 WEINER & COMPANY PC 460 SAINT MICHAELS DRIVE SUITE 1203 SANTA FE NM 87505 990 2013-07-01 850165745 SANTA FE PREPARATORY SCHOOL SANT 5059821829 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 875050396 BRUCE SACHS DIRECTOR OF FINANCE 5059821829 2015-03-02 1 SEAN S WEINER P00171183 5054247200 2013 2016-04-25 22:37:26Z JAMES LEONARD 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 875050396 12476671 0 X WWW.SFPRP.ORG X 1961 NM PRIVATE SCHOOL 21 21 182 275 0 0 2550573 5669041 6121030 6412090 225357 302639 -30788 -29929 8866172 12353841 840417 802040 0 0 4703476 5368647 100000 71547 350786 2042370 2293435 7686263 8535669 1179909 3818172 23357451 28616598 2873446 2913066 20484005 25703532 SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES SEVEN THROUGH TWELVE, DEDICATED TO EDUCATIONAL EXCELLENCE. 0 0 6753125 802040 6412090 THE SCHOOL PROVIDED A COLLEGE PREPARATORY EDUCATION TO 307 STUDENTS IN GRADES SEVEN THROUGH TWELVE. THE SCHOOL ALSO HOSTS THE SANTA FE BREAKTROUGH COLLABORATIVE SERVING 130 STUDENTS AND EF FORD SUMMER TEACHERS COLLOQUIUM SERVING 40 TEACHERS. 6753125 1 1 0 0 0 0 1 1 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 42 0 1 182 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 NM X BRUCE SACHS DIRECTOR OF FINANCE 5059821829 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 875050396 KELSEY DALY BROWN CHAIR 12.00 X X 0 0 0 SALLY CORNING VICE CHAIR 3.00 X X 0 0 0 ANDREW DAVIS TREASURER 3.00 X X 0 0 0 STACY QUINN SECRETARY 3.00 X X 0 0 0 MAGGIE ANDERSSON BOARD MEMBER 3.00 X 0 0 0 MARC BERTRAM BOARD MEMBER 3.00 X 0 0 0 BRIAN BOYD BOARD MEMBER 3.00 X 0 0 0 ELIZABETH BRADLEY BOARD MEMBER 5.00 X 0 0 0 BILL BROYLES BOARD MEMBER 3.00 X 0 0 0 FRIEDA BURNES BOARD MEMBER 2.00 X 0 0 0 MELISSA CICCI BOARD MEMBER 5.00 X 0 0 0 JIM GOODWIN BOARD MEMBER 3.00 X 0 0 0 WILL HALM BOARD MEMBER 3.00 X 0 0 0 LIZ LAWRENCE BOARD MEMBER 3.00 X 0 0 0 DUNCAN MCBRANCH BOARD MEMBER 3.00 X 0 0 0 JOE MCCLAUGHERTY BOARD MEMBER 3.00 X 0 0 0 PHIL MURRAY BOARD MEMBER 3.00 X 0 0 0 BLAIR NAYLOR BOARD MEMBER 5.00 X 0 0 0 RACHEL O'KEEFE BOARD MEMBER 3.00 X 0 0 0 DENNIS ROMERO BOARD MEMBER 3.00 X 0 0 0 HUNTER TEMPLE BOARD MEMBER 3.00 X 0 0 0 JAMES LEONARD HEAD OF SCHOOL 60.00 X 164973 0 61474 BRUCE SACHS DIRECTOR OF FINANCE 50.00 X 93535 0 13198 258508 0 74672 1 0 1 0 WESTWIND LANDSCAPE 2739 VASSAR PL ALBUQUERQUE NM 87107 BUILD FIELD 571202 WATSON CONSERVATION 1517 CANYON RD SANTA FE NM 87501 RENOVATE BLDG 146799 2 27902 5641139 565940 5669041 TUITION AND FEES 611600 6393831 6393831 OTHER EARNED REVENUES 611600 13342 13342 TICKET SALES 611600 4917 4917 6412090 188950 188950 6555 6555 11660 0 11660 11660 11660 113689 0 113689 113689 113689 74686 27902 122830 -48144 -48144 12353841 6412090 0 272710 802040 802040 335719 335719 4180358 3438749 570053 171556 162027 137232 18215 6580 378499 308771 54924 14804 312044 240155 60374 11515 17712 17712 12376 12376 53852 53852 71547 71547 23069 23069 59735 50129 9606 61655 61655 225739 191495 32485 1759 138457 69929 28865 39663 185956 181993 2923 1040 37082 15340 812 20930 111737 80218 29382 2137 514885 514885 114282 2527 111755 TEXTBOOKS 237645 237645 MAINTENANCE AND REPAIRS 193573 193573 50TH YEAR CELEBRATION E 104228 104228 OUTSIDE SERVICES 41545 40817 728 159907 125687 25693 8527 8535669 6753125 1431758 350786 1890047 2158908 400044 668917 1150990 2752980 108584 115789 104800 106258 143356 89221 15271026 5880800 8704863 9390226 9908524 12545525 159173 152240 787070 636534 23357451 28616598 622202 613144 1887244 1909922 364000 390000 2873446 2913066 X 9374444 9775622 4898693 7738307 6210868 8189603 20484005 25703532 23357451 28616598 X 3818172 1445390 -3508 -40527 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 1 19.49 0 0 0 1 1 20.00 0 246963 X 0 10098494 1978735 1753184 374129 13456284 8325738 747432 1234346 209022 10098494 5000160 2460015 59568 260000 7259743 4832004 172587 578295 582726 5000160 4599568 222758 159678 150000 4832004 0.00000 0.61000 0.39000 0 0 152622 152622 12171136 4720711 7450425 1768412 237209 1531203 948128 702506 245622 230728 220374 10354 9390226 DEFERRED COMPENSATION 390000 390000 X 12991773 1445390 3508 133074 1581972 11409801 944040 944040 12353841 7866401 3508 44035 85229 132772 7733629 802040 802040 8535669 PART II, LINE 9: THE SCHOOL INCLUDED THE CONSERVATION EASEMENT IN THE STATEMENT OF FINANCIAL POSITION CAPTION LINE "LAND". PART III, LINE 4: SANTA FE PREP 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. 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 DIRECTED ENDOWMENT FUNDS THAT BENEFIT THE SCHOOL AND ITS OPERATIONS, PROVIDE FUNDS FOR FACULTY DEVELOPMENT AND RECOGNITION, AND PROVIDE FUNDS FOR STUDENT FINANCIAL AID. PART X, LINE 2: SANTA FE PREPARATORY SCHOOL AND SANTA FE PREP ATHLETIC BOOSTER CLUB ARE EACH EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND COMPARABLE STATE LAW. AS SEPARATE LEGAL ENTITIES, EACH ORGANIZATION IS RESPONSIBLE FOR ITS OWN TAX FILING REQUIREMENTS. CONTRIBUTIONS TO EACH ENTITY ARE TAX DEDUCTIBLE WITHIN THE LIMITATIONS PRESCRIBED BY THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. INTEREST AND PENALTIES RECOGNIZED WILL BE CLASSIFIED IN THE FINANCIAL STATEMENTS AS AN EXPENSE. WITH FEW EXCEPTIONS, EACH ENTITY IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, OR LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST INCOME 37,492. BAD DEBT EXPENSE NETTED WITH CONTRIBUTIONS 25,278. SANTA FE PREP ATHLETIC BOOSTER CLUB IS A SEPERATE LEGAL ENTITY (85-0368755) WHICH FILES ITS OWN 990, BUT IS CONSOLIDATED WITH SANTA FE PREPARTORY SCHOOL ON THE AUDITED FINANCIAL STATEMENTS 70,304. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINACIAL AID NETTED AGAINST TUITION ON FINANCIAL STATEMENT 802,040. BOOSTER CLUB CONTRIBUTION ELIMATION 142,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST INCOME 37,492. BAD DEBT EXPENSE NETTED WITH CONTRIBUTIONS 25,278. SANTA FE PREP ATHLETIC BOOSTER CLUB IS A SEPERATE LEGAL ENTITY (85-0368755) WHICH FILES ITS OWN 990, BUT IS CONSOLIDATED WITH SANTA FE PREPARTORY SCHOOL ON THE AUDITED FINANCIAL STATEMENTS 22,459. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINACIAL AID NETTED AGAINST TUITION ON FINANCIAL STATEMENT 802,040. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL INFORMATION PACKAGES AND PROMOTIONAL ADVERTISING REFLECT A RACIALLY NONDISCRIMINATORY POLICY. X X X X X 1 THE COMPASS GROUP 6815 ORINOCO CIRCLE BLOOMFIELD HILLS MI 483012936 50TH CAPITAL CAMPAIGN CONSULTING 0 0 70000 -70000 70000 -70000 GALA AND SILENT AUCTION 84810 108137 -23327 3716 11711 8465 4373 RUMMAGE SALE 15487 15487 3968 1 2291 2291 8071 102588 110428 -7840 3716 11711 8465 16412 40304 -48144 1 FINANCIAL AID - GENERAL 104 802040 X 1 1 X X X 0 1 0 0 0 0 0 0 0 JAMES LEONARD HEAD OF SCHOOL 164973 0 0 0 0 0 37261 0 24213 0 226447 0 0 0 PART I, LINE 4B JAMES LEONARD, HEAD OF SCHOOL: DEFERRED COMPENSATION LIABILITY AS OF 06/30/14 WAS $390,000. THE PLAN IS FUNDED BY A WHOLE LIFE INSURANCE POLICY. STORY LEONARD SPOUSE OF HEAD OF SCHOOL 47960 W-2 COMPENSATION 0 X 30 17927 FMV X 262 THRIFT STORE VALUE X 7989 THRIST STORE VALUE X 13 602945 FMV ON STOCK MARKET X 40 9965 THRIFT STORE VALUE X GIFT CERTIFIC 114 46515 RETAIL COST X SUPPLIES/EQUI 5 3768 THRIFT STORE VALUE X FOOD 4 2150 RETAIL COST 14 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 ONCE THE 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, PART VI, SECTION B, LINE 12C SANTA FE PREP MONITORS CONFLICT OF INTEREST YEARLY. THE CONTRACTS THAT FACULTY AND STAFF SIGN EVERY YEAR HAS 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, PART VI, SECTION B, LINE 15A THE SCHOOL HAS A SALARY SCALE AND LOOKS TO BENCHMARKS FROM OTHER ISAS AND NAIS SCHOOLS IN DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS MAILED OUT OR AVAILABLE TO BE PICKED UP AT THE SCHOOL UPON REQUEST. FORM 990, PART XI, LINE 9: SANTA FE PREP ATHLETIC BOOSTER CLUB IS A SEPERATE LEGAL ENTITY (85-0368755) IN PRIOR YEARS THE TAX RETURN BALANCE SHEET INCLUDED AMOUNTS RELATED TO THIS CLUB. IN THE CURRENT YEAR, THE CLUB IS EXCLUDED FROM THE BALANCE, AS. CLUB FILES ITS OWN 990. -40,527.