ST JOHNS SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ST JOHNS SCHOOL (EIN 74-1185668)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-07
- IRS object ID
- 201420669349300617
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-07T11:05:23-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741185668 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Johns School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 7138500222 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 Claremont Lane | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | L Greg Swan | Name |
| Title | Director of Fin/Op. | Title |
| Date Signed | 2014-03-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jody Blazek | Name |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | L Greg Swan | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 Claremont Lane | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 78255723 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sjs.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | St. John's School provides approximately 1,275 talented students in grades K-12 with a rigorous college preparatory curriculum and a wealth of enrichment opportunities carefully designed to prepare students for lives of leadership, service, and personal fulfillment. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 528 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 2661 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1161 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9058444 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 39140934 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26770278 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28619484 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3541160 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3692302 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 265043 | OtherRevenuePriorYear |
| Other Revenue Current Year | 396941 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 39634925 | TotalRevenuePriorYear |
| Total Revenue Current Year | 71849661 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2461674 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2528970 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22259120 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 23560185 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 626500 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9875349 | OtherExpensePriorYear |
| Other Expenses Current Year | 11075165 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34596143 | TotalExpensesPriorYear |
| Total Expenses Current Year | 37164320 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5038782 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 34685341 | RevenuesLessExpensesCY |
| Total Assets BOY | 131449675 | TotalAssetsBOY |
| Total Assets EOY | 256574384 | TotalAssetsEOY |
| Total Liabilities BOY | 15331405 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 103126257 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 116118270 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 153448127 | NetAssetsOrFundBalancesEOY |
| Mission Description | St. John's is an independent, co-educational day school presenting a 13-year sequence of college preparatory training. A non-profit institution, it was founded in 1946 to provide the community with a school of exacting standards in the development of individual, spiritual, ethical, intellectual, social and physical growth. While the means to achieve that purpose may change, it remains the basic mission of the School. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 29420592 | Expense |
| Grants | 2528970 | Grants |
| Revenue | 28856197 | Revenue |
| Description | St. John's School provides approximately 1,275 talented students in grades K-12 with a rigorous college preparatory curriculum and a wealth of enrichment opportunities carefully designed to prepare students for lives of leadership, service, and personal fulfillment.The School seeks to develop the whole person in preparation for a lifetime of personal fulfillment and contribution to society. In particular, it is dedicated to the enhancement and the expansion of future leadership for Houston and the country. The School offers talented, motivated and energetic students a genuine challenge for academic accomplishment and for development of a sense of self-worth and of personal responsibility. The School in turn holds itself responsible for providing that challenge. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 405569 | Expense |
| Description | Breakthrough Houston (BTH) is a tuition-free program for academically gifted students from underserved families in the Houston community. The program makes a six-year commitment to its students, starting the summer before 7th grade and lasting until high school graduation. Middle school students participate in an academically rigorous six-week Summer Program and a School Year program made up of ten school-year Saturday enrichment sessions. High school students participate in a four year college preparatory program made up of ACT prep, college visits, and resume building opportunities.BTH, part of the national Breakthrough Collaborative, is a joint venture of St. John's School (SJS) and Episcopal High School. Both schools co-host the program by making their campuses available for BTH to operate. BTH operates under the 501(c)3 designation of SJS and SJS acts as the fiscal agent for BTH. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 29826161 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 71 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 528 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | L Greg Swan | NamePerson |
| Telephone Number | 7138504100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 Claremont Lane | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77019 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Carl W Vogt | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jennifer L Vogel | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| S Wil VanLoh Jr | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Harper B Trammell | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Y Ping Sun | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Anne Shepherd | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Reynaldo Reza | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Isabel Lummis | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| John R Holstead | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Evan Harrel | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Dawn Hanson | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| D Fort Flowers Jr | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jenny Elkins | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Byron Cherry | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Anne Chao | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Maria W Boyce | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Edward R Allen III | ||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jane Bland | ||||||||
| Secretary | 2.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Robert W Harvey | ||||||||
| Treasurer | 2.00 | 0.00 | X | 0 | 0 | 0 | X | |
| John Moody | ||||||||
| Vice Chairman | 2.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Ann Stern | ||||||||
| Chairman | 10.00 | 0.00 | X | 0 | 0 | 0 | X | |
| L Greg Swan | ||||||||
| Dir of Fin&Ops | 50.00 | 0.00 | 232397 | 0 | 23712 | X | ||
| Mark D Desjardins | ||||||||
| Headmaster | 50.00 | 0.00 | 501683 | 0 | 259219 | X | ||
| Mark Dini | ||||||||
| Dir of Advancement | 50.00 | 0.00 | 227097 | 0 | 23521 | X | ||
| Kef Wilson | ||||||||
| Upper Sch Head | 50.00 | 0.00 | 157532 | 0 | 19497 | X | ||
| Eric Lombardi | ||||||||
| Middle Sch Head | 50.00 | 0.00 | 167959 | 0 | 19940 | X | ||
| Christine M Curran | ||||||||
| Lower Sch Head | 50.00 | 0.00 | 148200 | 0 | 18628 | X | ||
| Dwight Raulston | ||||||||
| Dir of Curriculum | 50.00 | 0.00 | 123478 | 0 | 24784 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1558346 | TotalReportableCompFromOrg |
| Total Other Compensation | 389301 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WorldStrides | |||||
| PO Box 9033 | Charlottesville | VA | 22906 | Travel services | 289929 |
| River Dale Patrol | |||||
| PO Box 27321 | Houston | TX | 77227 | Security Patrol | 266337 |
| Perennial Landscaping | |||||
| 800 Town Country Blvd | Houston | TX | 77024 | Landscaping | 108332 |
| Jostens | |||||
| 21336 Network Place | Chicago | IL | 60673 | Publishing | 168033 |
| Hirtle Callaghan & Co | |||||
| 300 Barr Harbor Dr | W Conshohocken | PA | 19428 | Investment Advisor | 236295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 39140934 | AllOtherContributions |
| Noncash Contributions | 3171801 | NoncashContributions |
| Total Contributions | 39140934 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition | 611600 | 26185018 | 26185018 |
| Cafeteria fees | 611710 | 943422 | 943422 |
| Auxiliary service fees | 611710 | 1491044 | 1491044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28619484 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1555684 | TotalRevenueColumn |
| Exclusion | $1,555,684 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 151848 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 151848 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 151848 | TotalRevenueColumn |
| Exclusion | $151,848 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8023561 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5886943 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2136618 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2136618 | TotalRevenueColumn |
| Exclusion | $2,136,618 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 755832 | GrossSalesOfInventory |
| Cost Of Goods Sold | 519119 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 236713 | TotalRevenueColumn |
| Related Or Exempt Function Income | 236713 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Refunds/other | 900099 | 4249 | $4,249 | |
| Partnership income | 722100 | 3034 | $373 | 2661 |
| Interest on note receiv. | 900099 | 1097 | $1,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8380 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71849661 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28856197 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2661 | UnrelatedBusinessRevenue |
| Exclusion | $3,849,869 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2528970 | Total |
| Program Services | 2528970 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1014863 | Total |
| Program Services | 328151 | ProgramServices |
| Management And General | 535602 | ManagementAndGeneral |
| Fundraising | 151110 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16668643 | Total |
| Program Services | 12917884 | ProgramServices |
| Management And General | 3665944 | ManagementAndGeneral |
| Fundraising | 84815 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2244000 | Total |
| Program Services | 2035078 | ProgramServices |
| Management And General | 188948 | ManagementAndGeneral |
| Fundraising | 19974 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2305138 | Total |
| Program Services | 1942460 | ProgramServices |
| Management And General | 328656 | ManagementAndGeneral |
| Fundraising | 34022 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1327541 | Total |
| Program Services | 1063241 | ProgramServices |
| Management And General | 243766 | ManagementAndGeneral |
| Fundraising | 20534 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25673 | Total |
| Management And General | 25673 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49764 | Total |
| Management And General | 49764 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311327 | Total |
| Management And General | 311327 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429116 | Total |
| Program Services | 379347 | ProgramServices |
| Management And General | 47425 | ManagementAndGeneral |
| Fundraising | 2344 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 592831 | Total |
| Program Services | 218088 | ProgramServices |
| Management And General | 290092 | ManagementAndGeneral |
| Fundraising | 84651 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301396 | Total |
| Program Services | 55128 | ProgramServices |
| Management And General | 246268 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1037352 | Total |
| Program Services | 724649 | ProgramServices |
| Management And General | 307335 | ManagementAndGeneral |
| Fundraising | 5368 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161237 | Total |
| Program Services | 65550 | ProgramServices |
| Management And General | 95687 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441465 | Total |
| Program Services | 239808 | ProgramServices |
| Management And General | 186751 | ManagementAndGeneral |
| Fundraising | 14906 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 810794 | Total |
| Program Services | 810794 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2757995 | Total |
| Program Services | 2717728 | ProgramServices |
| Management And General | 20133 | ManagementAndGeneral |
| Fundraising | 20134 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336538 | Total |
| Program Services | 284273 | ProgramServices |
| Management And General | 50158 | ManagementAndGeneral |
| Fundraising | 2107 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Security | 341340 | 336357 | 2492 | 2491 |
| Student activities | 851896 | 851896 | ||
| Other expenses | 957631 | 657949 | 115638 | 184044 |
| Curriculum expenses | 1668810 | 1668810 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37164320 | Total |
| Program Services | 29826161 | ProgramServices |
| Management And General | 6711659 | ManagementAndGeneral |
| Fundraising | 626500 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33805 | BOY |
| EOY | 37747 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12349207 | BOY |
| EOY | 20165399 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4520708 | BOY |
| EOY | 25510875 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 776973 | BOY |
| EOY | 908536 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137035 | BOY |
| EOY | 110108 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139975 | BOY |
| EOY | 203166 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240435 | BOY |
| EOY | 101299 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 179198668 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32722577 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56133669 | BOY |
| EOY | 146476091 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52325749 | BOY |
| EOY | 57507723 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4586567 | BOY |
| EOY | 5112310 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205552 | BOY |
| EOY | 441130 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131449675 | BOY |
| EOY | 256574384 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 761388 | BOY |
| EOY | 2070780 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11915558 | BOY |
| EOY | 11647316 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2245000 | BOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 409459 | BOY |
| EOY | 388282 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 89019879 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15331405 | BOY |
| EOY | 103126257 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55146192 | BOY |
| EOY | 75614117 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30379812 | BOY |
| EOY | 45096139 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30592266 | BOY |
| EOY | 32737871 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116118270 | BOY |
| EOY | 153448127 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131449675 | BOY |
| EOY | 256574384 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 34685341 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2644516 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 56799889 | BeginningOfYearBalance |
| Contributions | 2145605 | Contributions |
| Investment Earnings Or Losses | 6025491 | InvestmentEarningsOrLosses |
| Other Expenditures | 2620000 | OtherExpenditures |
| End Of Year Balance | 62350985 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 59356617 | BeginningOfYearBalance |
| Contributions | 65420 | Contributions |
| Investment Earnings Or Losses | 362852 | InvestmentEarningsOrLosses |
| Other Expenditures | 2985000 | OtherExpenditures |
| End Of Year Balance | 56799889 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50434629 | BeginningOfYearBalance |
| Contributions | 283007 | Contributions |
| Investment Earnings Or Losses | 11238981 | InvestmentEarningsOrLosses |
| Other Expenditures | 2600000 | OtherExpenditures |
| End Of Year Balance | 59356617 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47314245 | BeginningOfYearBalance |
| Contributions | 408416 | Contributions |
| Investment Earnings Or Losses | 5834529 | InvestmentEarningsOrLosses |
| Other Expenditures | 3122561 | OtherExpenditures |
| End Of Year Balance | 50434629 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58240744 | BeginningOfYearBalance |
| Contributions | 254735 | Contributions |
| Investment Earnings Or Losses | -8167255 | InvestmentEarningsOrLosses |
| Other Expenditures | 3013979 | OtherExpenditures |
| End Of Year Balance | 47314245 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.07790 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.52030 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.40180 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 106251025 | OtherCostOrOtherBasis |
| Book Value | 106251025 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55015259 | OtherCostOrOtherBasis |
| Depreciation | 20910330 | Depreciation |
| Book Value | 34104929 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4983237 | OtherCostOrOtherBasis |
| Depreciation | 3161741 | Depreciation |
| Book Value | 1821496 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11779143 | OtherCostOrOtherBasis |
| Depreciation | 8650506 | Depreciation |
| Book Value | 3128637 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1170004 | OtherCostOrOtherBasis |
| Book Value | 1170004 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 146476091 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Total return stratgies hedge fund | 3778622 | F |
| Absolute return strategies hedge fund | 1130743 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Revenue Etc Audited Fincl Stmt | 72528656 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2644516 | NetUnrealizedGainsInvestments |
| Other Revenues | 935119 | OtherRevenues |
| Revenue Not Rptd F990 | 3579635 | RevenueNotRptdF990 |
| Revenue Subtotal | 68949021 | RevenueSubtotal |
| Investment Expenses Not Included | 311327 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2589313 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2900640 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 71849661 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 34782799 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 519119 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 519119 | ExpensesNotRptdF990 |
| Expenses Subtotal | 34263680 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 311327 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 2589313 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2900640 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 37164320 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Financial Aid $2518970 Other expenses $70343 |
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | Bookstore COGS $519119 |
| Part XI, Line 4b | Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | Financial Aid $2518970 Other expenses $70343 |
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Bookstore COGS $519119 Income recognized in prior year $416000 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The endowment fund was established to support St. John's School in the following areas: faculty salaries, tuition aid, faculty studies, college scholarships, college counseling, technology, and operation and maintenance of the facilities. |
| Part IV, Line 2b | Part IV, Line 2b: Explanation of escrow account liability | The School holds funds for several related school groups. The School has limited discretion over the use of these funds. Funds held for others are included in the Schools cash and as a liability of the School. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Identifier |
| Explanation | Notice of the school's nondiscriminatory policy as to students was published in the Houston Chronicle on September 6, 2012. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 5112310 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 5112310 | SubtotalAmountSpent |
| Total Amount Spent | 5112310 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Teaching awards | 4 | 10000 | |||
| Financial assistance | 182 | 2518970 | Amt of tuition reduction | Tuition reduction |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | St. John's School awards financial aid each year based on demonstrated financial need of the family regardless of race, color, national or ethnic origin. The financial aid awards are reflected as reduction of tuition, not cash grants, therefore no monitoring is required to ensure the grants are used as intended. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg |
|---|---|---|---|---|---|
| Mark Dini | |||||
| Dir of Advancement | 227097 | 23521 | 250618 | ||
| Mark D Desjardins | |||||
| Headmaster | 370584 | 129219 | 760902 | 131099 | 130000 |
| L Greg Swan | |||||
| Dir of Fin&Ops | 232397 | 23712 | 256109 | ||
| Kef Wilson | |||||
| Upper Sch Head | 157532 | 19497 | 177029 | ||
| Eric Lombardi | |||||
| Middle Sch Head | 152574 | 19940 | 187899 | 15385 | |
| Christine M Curran | |||||
| Lower Sch Head | 148200 | 18628 | 166828 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| Explanation | All of the benefits checked in Part I are provided to Mark Desjardins, the school's headmaster.The school provides a house on campus and pays for utilities and maintenance of the house including the services of a housekeeper. The cost of this benefit is not treated as taxable compensation to him as it meets the criteria for exclusion under IRC Section 119.The school provides a discretionary spending allowance of $2,000 per year. This amount is treated as taxable compensation to him.The school includes a gross-up payment relating to a non-cash fringe benefit received by him. This amount is treated as taxable compensation to him. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mark Desjardins | NamePerson |
| Relationship With Organization | Officer | RelationshipWithOrganization |
| Purpose Of Loan | Relocate | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $138,759 | OriginalPrincipalAmount |
| Balance Due | 110108 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 110108 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 22 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3169349 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Val date recd | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Supplies/Equip. | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2452 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | Raymond James receives and immediately sells stock gifts for SJS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The organization does not currently make these items available to the public. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Compensation of other officers of the organization is determined by the CEO based upon comparability data and contemporaneous substantiation. The organization is a member of several groups that benchmark various metrics for independent schools including compensation comparative data. |
| Form 990, Part VI, Line 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | Compensation of the Headmaster (CEO) is determined by the Headmaster Committee of the Board of Trustees. The Headmaster Committee consists of only independent trustees. To assist in its determinations, the Committee is provided with information from an independent consultant regarding comparability data and the Intermediate Sanctions provisions of the Internal Revenue Code. The deliberations and determinations of the Committee are recorded in the minutes of the Committee's meetings, which are approved by the Committee. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Board members are required to complete a questionnaire annually which discloses any potential conflicts of interest. The question of whether a Financial Interest gives rise to a Conflict of Interest shall, at the Chairman of the Board of Trustees discretion, be referred to either the full Board or the Audit Committee. After disclosure of the Financial Interest and all material facts relating thereto, and after any discussion thereof, including the Interested Persons presentation to the Board or Audit Committee (as the case may be), the Interested Person shall leave the Board meeting or Audit Committee meeting while the Financial Interest is discussed and voted upon. The remaining disinterested Board Trustees or Audit Committee members shall decide if a Conflict of Interest exists. An Interested Person shall not be present in any meeting during any discussion of, and vote on, the Financial Interest, transaction or arrangement that results in the potential or actual Conflict of Interest. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | The Form 990 is reviewed by the Audit Committee of the Board of Trustees. A copy of the Form is provided to the entire Board prior to filing. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISAS Group Benefits Trust | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12712 Park Central Dr Ste 100 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731366012 | EIN |
| Primary Activities | VEBA | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(c)(9) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISAS Group Benefits Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | r | TransactionType |
| Amount Involved | 2084166 | AmountInvolved |
| Method Of Amt Determination | Cash | MethodOfAmtDetermination |
Comments