2014-05-13T10:45:30-05:00 2013-06-30 452781062 WEINER CHERNE & COMPANY PC 460 SAINT MICHAELS DRIVE SUITE 1203 SANTA FE NM 87505 990 2012-07-01 850165745 SANTA FE PREPARATORY SCHOOL SANT 5059821829 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 875050396 BRUCE SACHS 5059821829 2014-05-09 1 SEAN S WEINER P00171183 5054247200 2012 2015-11-30 17:44:51Z JAMES LEONARD 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 875050396 9009565 0 X WWW.SFPRP.ORG X 1961 NM PRIVATE SCHOOL 17 17 172 30 0 0 3475137 2550573 5956343 6121030 51853 225357 14017 -30788 9497350 8866172 0 840417 0 0 4699193 4703476 0 100000 408761 2804869 2042370 7504062 7686263 1993288 1179909 20953820 23357451 2558817 2873446 18395003 20484005 SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES SEVEN THROUGH TWELVE, DEDICATED TO EDUCATIONAL EXCELLENCE. 0 0 6021682 840417 6121030 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. 6021682 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 1 172 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 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 5.00 X X 0 0 0 SALLY CORNING 3.00 X X 0 0 0 ANDREW DAVIS 5.00 X X 0 0 0 STACY QUINN 5.00 X X 0 0 0 MAGGIE ANDERSSON 2.00 X 0 0 0 MARC BERTRAM 4.00 X 0 0 0 BRIAN BOYD 2.00 X 0 0 0 ELIZABETH BRADLEY 5.00 X 0 0 0 BILL BROYLES 3.00 X 0 0 0 FRIEDA BURNES 3.00 X 0 0 0 MELISSA CICCI 2.00 X 0 0 0 LIZ LAWRENCE 4.00 X 0 0 0 DUNCAN MCBRANCH 3.00 X 0 0 0 JOE MCCLAUGHERTY 3.00 X 0 0 0 BLAIR NAYLOR 2.00 X 0 0 0 RACHEL O'KEEFE 2.00 X 0 0 0 DENNIS ROMERO 3.00 X 0 0 0 JAMES LEONARD 55.00 X 160047 0 53946 BRUCE SACHS 50.00 X 91147 0 10357 251194 0 64303 1 0 1 0 PRESBYTERIAN INSURANCE CO PO BOX 911600 DENVER CO 802911600 INSURANCE 507157 1 50769 2499804 104009 2550573 TUITION AND FEES 611600 6110147 6110147 OTHER EARNED REVENUES 611600 6542 6542 TICKET SALES 611600 4341 4341 6121030 189476 189476 5693 5693 18088 0 18088 18088 18088 35881 0 35881 35881 35881 88824 50769 143393 -54569 -54569 8866172 6121030 0 194569 840417 840417 309544 309544 3549204 2970956 410305 167943 154045 130650 17115 6280 394780 314232 64290 16258 295903 228304 57781 9818 30401 30401 3006 3006 35745 35745 100000 100000 15996 15996 120575 65227 32280 23068 57799 57799 173241 132069 38801 2371 180459 70070 60338 50051 179267 170990 7449 828 25552 16532 9020 114099 70746 34780 8573 490800 490800 100154 16645 83509 TEXTBOOKS 206504 206504 MAINTENANCE AND REPAIRS 144049 144049 OUTSIDE SERVICES 31963 30979 984 132760 92111 27082 13567 7686263 6021682 1255820 408761 1449700 1890047 3680691 400044 215313 1150990 150110 108584 64775 104800 95513 143356 14077712 5372849 9134923 8704863 5542818 9908524 2068 159173 617909 787070 20953820 23357451 656762 622202 1564055 1887244 338000 364000 2558817 2873446 X 9437073 9005118 698915 5743131 8259015 5735756 18395003 20484005 20953820 23357451 X 1179909 981874 45000 -117781 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 40.00 0 246963 X 0 8325738 272320 1234346 209022 9623382 5000160 2460015 59568 260000 7259743 4832004 172587 578295 582726 5000160 4599568 222758 159678 150000 4832004 4446603 271951 118939 237925 4599568 0.00000 0.59600 0.40400 0 0 793028 793028 11944788 4389974 7554814 216007 172270 43737 893161 592379 300782 230728 218226 12502 8704863 DEFERRED COMPENSATION 364000 364000 X 10045138 1004376 27888 146702 1178966 8866172 0 8866172 7866965 27888 22500 130314 180702 7686263 0 7686263 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST INCOME ($48,880) BAD DEBT EXPENSE NETTED WITH CONTRIBUTIONS ($32,742) 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 SCHOO ON THE AUDITED FINANCIAL STATEMENTS ($65,080) PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST INCOME ($48,880) BAD DEBT EXPENSE NETTED WITH CONTRIBUTIONS ($32,742) 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 SCHOO ON THE AUDITED FINANCIAL STATEMENTS ($48,692) SCHEDULE D PART V LINE 1A: ENDOWMENT FUNDS IN PRIOR YEARS WERE REPORTED AT COST. THE CURRENT YEAR BEGINNING OF YEAR BALANCE IS REPORTED AT FAIR VALUE. 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 ALL INFORMATION PACKAGES AND PROMOTIONAL ADVERTISING REFLECT A RACIALLY NONDISCRIMINATORY POLICY. X 1 THE COMPASS GROUP 6815 ORINOCO CIRCLE BLOOMFIELD HILLS MI 483012936 50TH CAPITAL CAMPAIGN CONSULTING 0 0 100000 -100000 100000 -100000 GALA AND SILENT AUCTION 96225 122423 -26198 1683 11173 6105 8644 GOLF TOURNAMENT 20779 13679 7100 2769 6710 1935 1954 2 22589 4035 18554 13052 139593 140137 -544 2769 8393 13108 6105 23650 54025 -54569 1 FINANCIAL AID - GENERAL 94 641904 FMV FINANCIAL AID - TUITION REMISSION 14 198513 FMV X 1 1 X X X 0 1 0 0 0 0 0 0 0 JAMES LEONARD 160047 0 0 0 0 0 36986 0 16960 0 213993 0 0 0 PART I, LINE 4B JAMES LEONARD, HEAD OF SCHOOL: DEFERRED COMPENSATION LIABILITY AS OF 06/30/13 WAS $364,000. THE PLAN IS FUNDED BY A WHOLE LIFE INSURANCE POLICY. STORY LEONARD SPOUSE OF HEAD OF SCHOOL 43543 W-2 COMPENSATION 0 X 28 23705 FMV X 450 THRIFT STORE VALUE X 9455 THRIST STORE VALUE X 8 53961 FMV ON STOCK MARKET X EQUIPMENT 5 6107 THRIFT STORE VALUE X PROGRAM SUPPLIES 1 714 WHOLESALE VALUE X FOOD 9 2847 RETAIL COST X GIFT CERTIFICATES 91 41643 RETAIL COST X JEWELRY 27 14018 DONOR VALUE X GIFT BASKETS 8 5070 DONOR VALUE 5 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. -117,781.