BUSINESS MANAGER

2014-02-14T15:23:11-06:00 2013-06-30 521130974 ALBRIGHT CRUMBACKER MOUL & ITELL CPA'S 1110 PROFESSIONAL COURT SUITE 300 HAGERSTOWN MD 21740 990 2012-07-01 520591413 SAINT JAMES SCHOOL SAIN 3017339330 17641 COLLEGE RD HAGERSTOWN MD 21740 WILLIAM J WIVELL BUSINESS MANAGER 3017339330 2014-02-08 1 R KERT SHIPWAY CPA P00349171 3017395300 2014-02-08 2012 2015-11-30 17:44:51Z WILLIAM J WIVELL 17641 COLLEGE ROAD ST JAMES MD 21781 19840759 0 X WWW.STJAMES.EDU X 1842 MD A COLLEGE PREPARATORY SCHOOL AFFILIATED WITH THE EPISCOPAL CHURCH. 24 24 118 72 0 0 1363871 2791589 7605363 7572167 463331 1015833 266334 291228 9698899 11670817 1456819 1509022 0 0 3709833 3754090 0 0 320564 5269959 5328070 10436611 10591182 -737712 1079635 45266227 47503697 6935288 7315395 38330939 40188302 TO PREPARE YOUNG MEN AND WOMEN FOR ACADEMIC SUCCESS IN COLLEGE, AND TO CHALLENGE AND INSPIRE THEM TO BE LEADERS FOR GOOD IN THE WORLD. WE SEEK TO DO THIS WITHIN A SMALL AND FAMILIAL RESIDENTIAL COMMUNITY WHICH VALUES THE MORAL AND SPIRITUAL DEVELOPMENT OF OUR STUDENTS. 0 0 3593169 7572167 INSTRUCTION AND STUDENT ACTIVITIES 3574766 34302 FACILITIES MAINTENANCE 1509022 1509022 FINANCIAL AID 8676957 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 122 0 1 118 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X X WILLIAM WIVELL BUSINESS MANAGER 3017339330 17641 COLLEGE ROAD ST JAMES MD 21781 THE REV D STUART DUNNAN HEADMASTER 40.00 X X 126500 0 0 JEREMY H BIGGS BOARD MEMBER 0.50 X 0 0 0 JAMES L HOLLOWAY III BOARD MEMBER 0.50 X 0 0 0 ROBERT H GARNER BOARD MEMBER 0.50 X 0 0 0 HENRY B DAVENPORT BOARD MEMBER 0.50 X 0 0 0 ANN C DAVIS BOARD MEMBER 0.50 X 0 0 0 ADNA B FULTON BOARD MEMBER 0.50 X 0 0 0 JOHN M MATTINGLY BOARD MEMBER 0.50 X 0 0 0 RANDALL W BODNER BOARD MEMBER 0.50 X 0 0 0 SPENCE W PERRY BOARD MEMBER 0.50 X 0 0 0 GEOFFREY P POHANKA BOARD MEMBER 0.50 X 0 0 0 SANDRA L POLLOCK BOARD MEMBER 0.50 X 0 0 0 GEORGE R REINHART BOARD MEMBER 0.50 X 0 0 0 CHRISTOPHER BARTON BOARD MEMBER 0.50 X 0 0 0 L LUDINGTON SELLS BOARD MEMBER 0.50 X 0 0 0 STEPHANIE E SMITH-PHILLIPS BOARD MEMBER 0.50 X 0 0 0 EUGENE T SUTTON BOARD MEMBER 0.50 X 0 0 0 FANXIN MENG BOARD MEMBER 0.50 X 0 0 0 JOHN D WORTHINGTON BOARD MEMBER 0.50 X 0 0 0 STOCKTON N SMITH BOARD MEMBER 0.50 X 0 0 0 LUCY COOK BOARD MEMBER 0.50 X 0 0 0 KYUNG WON CHOI KC KIM BOARD MEMBER 0.50 X 0 0 0 TOD SALISBURY BOARD MEMBER 0.50 X 0 0 0 DONA D YOUNG BOARD MEMBER 0.50 X 0 0 0 MARGARET A SHULTZ BOARD MEMBER 0.50 X 0 0 0 PARKER TURNER IV BOARD MEMBER 0.50 X 0 0 0 WILLIAM WIVELL BUSINESS MANAGER 40.00 X 0 0 0 126500 0 0 1 0 0 0 FIELDTURF USA INC 7445 COLE-DE-LIESSE SUITE 200 SAINT-LAURENT, QC H4T 1G2 CANADA CA CONSTRUCTION OF TURF FIELDS 1346466 JOLIFFE MASONRY 12082 KEMPS MILL RD WILLIAMSPORT MD 21795 BRICK WORK 217771 CRAIG PAVING INC 118 HUMP ROAD HAGERSTOWN MD 21740 TRACK RESURFACING, ASPHALT OVERLAY 201068 JOHNSON'S EXCAVATING 5729 CHERRY RUN ROAD HEDGESVILLE WV 25427 FIELD/FENCE WORK 135400 INNOVATIVE INC 222 EAST OAK RIDGE DRIVE SUITE 250 HAGERSTOWN MD 21740 SUPPORT BLOCKS, NETWORK REPAIRS, ETC. 117161 5 2791589 2791589 TUITION AND FEES 900099 7434761 7434761 INSTRUCTIONAL PROGRAMS 900099 137406 137406 7572167 543177 543177 34302 0 34302 34302 34302 8642598 8169942 472656 472656 472656 206901 0 206901 206901 ADMINISTRATIVE INCOME 900099 31788 31788 OTHER PLANT INCOME 900099 18237 18237 50025 11670817 7656494 0 1222734 1509022 1509022 128000 128000 2790222 1968353 656628 165241 201006 124840 65627 10539 393905 270667 120941 2297 240957 175521 51414 14022 19530 19530 36200 36200 142672 142672 3247 3247 384246 204691 123366 56189 337216 329568 7648 355633 277286 70233 8114 218671 218671 1456266 1452637 3629 134685 134685 SERVICES 992151 936257 55894 EQUIPMENT RENTAL & MAIN 729726 583480 146246 INSTRUCTIONAL MATERIALS 197840 197840 STUDENT ACTIVITIES 130501 130501 189486 34938 90386 64162 10591182 8676957 1593661 320564 2287725 3618827 1830455 1744272 337186 220933 232388 218432 121067 107514 65347 39470 40379781 17876375 21741709 22503406 18286299 18676175 364051 374668 45266227 47503697 433623 764194 2401665 2551201 4100000 4000000 6935288 7315395 X 19970455 20726097 906566 786030 17453918 18676175 38330939 40188302 45266227 47503697 1079635 777728 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17453918 0 1699851 334922 142672 18676175 17877106 0 86177 360770 148595 17453918 15796126 178704 2820091 793025 124790 17877106 13375640 1290737 1612365 400544 82072 15796126 16776024 457717 -2856094 944800 57207 13375640 1.00000 0 0 1324482 1324482 28637156 12048105 16589051 5659000 1877904 3781096 4108209 3387319 720890 650934 563047 87887 22503406 COMMON STOCKS 15493621 F CORPORATE BONDS AND NOTES 299704 F US TREASURY 1505707 F MONEY MARKET 1377143 F 18676175 X 12326587 777728 20714 798442 11528145 142672 142672 11670817 10469224 20714 20714 10448510 142672 142672 10591182 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION COMPLIES WITH ASC 740-10 (FORMERLY FIN 48), WHICH ESTABLISHES A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT OF A TAX POSITION CAN BE RECOGNIZED. UNDER ASC 740-10, A TAX POSITION INCLUDES, AMONG OTHER THINGS, (A) A DECISION NOT TO FILE A TAX RETURN (B) AN ALLOCATION OR A SHIFT OF INCOME BETWEEN JURISDICTIONS (C) THE CHARACTERIZATION OF INCOME OR A DECISION TO EXCLUDE REPORTING TAXABLE INCOME IN A TAX RETURN (D) A DECISION TO CLASSIFY A TRANSACTION, ENTITY, OR OTHER POSITION IN A TAX RETURN AS TAX EXEMPT AND (E) AN ENTITY'S STATUS, INCLUDING ITS STATUS AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. BASED ON ITS INTERPRETATION OF THE REQUIREMENTS OF ASC 740-10, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE. ACCORDINGLY, COMPLIANCE WITH THIS STANDARD HAD NO MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY AD PLACED IN THE NEWSPAPER "THE BALTIMORE SUN" AND THE "WASHINGTON POST" 1 FINANCIAL AID & OTHER SCHOLARSHIPS 68 1474022 MERIT & OTHER AWARDS 7 35000 FINANCIAL AID AND AWARDS ARE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION AND NOT TO THE INDIVIDUALS, ENSURING THAT THE AMOUNTS ARE UTILIZED IN THE MANNER INTENDED. A M & T INVESTMENT GROUP 1999-12-01 5000000 TO BE USED FOR PROJECT COSTS, BANK FEES AND COST OF ISSUANCE. 0 0 0 A 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE TAX RETURN IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM. A COPY OF THE TAX RETURN IS PROVIDED TO THE BUSINESS MANAGER FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH RESPONSIBLE PERSON ANNUALLY COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. THIS INFORMATION IS TREATED AS CONFIDENTIAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE ORGANIZATION'S PROCESS OF OBTAINING AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED FROM PRIOR YEAR.