ST EDMUNDS ACADEMY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ST EDMUNDS ACADEMY (EIN 25-1030682)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-10-29
- IRS object ID
- 201433029349300963
- Schema version
- 2013v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-29T14:22:52-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251777567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVE SCHERLE & BAUER PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 GRANT STREET SUITE 1020 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152192295 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251030682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST EDMUND'S ACADEMY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STED | BusinessNameControlTxt |
| Phone | 4125211907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5705 DARLINGTON ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152171511 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID NICHOLSON | PersonNm |
| Person Title | CHAIR-BOARD OF TRUSTEES | PersonTitleTxt |
| Phone | 4125211907 | PhoneNum |
| Signature | 2014-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH S SCHERLE | PreparerPersonNm |
| PTIN | P00295471 | PTIN |
| Phone | 4122818270 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL CHAD BARNETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5705 DARLINGTON ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,850,253 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STEDMUNDS.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | ST. EDMUND'S ACADEMY IS A COEDUCATIONAL PRIVATE DAY SCHOOL ENROLLING STUDENTS IN PREKINDERGARTEN THROUGH THE 8TH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 98 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $452,942 | PYContributionsGrantsAmt |
| CY Contributions Grants | $481,416 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,848,857 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,942,367 | CYProgramServiceRevenueAmt |
| PY Investment Income | $302,903 | PYInvestmentIncomeAmt |
| CY Investment Income | $460,538 | CYInvestmentIncomeAmt |
| PY Other Revenue | $56,420 | PYOtherRevenueAmt |
| CY Other Revenue | $63,570 | CYOtherRevenueAmt |
| PY Total Revenue | $5,661,122 | PYTotalRevenueAmt |
| CY Total Revenue | $5,947,891 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,074,256 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,105,764 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,224,649 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,225,787 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $197,137 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,289,544 | PYOtherExpensesAmt |
| CY Other Expenses | $1,408,513 | CYOtherExpensesAmt |
| PY Total Expenses | $5,588,449 | PYTotalExpensesAmt |
| CY Total Expenses | $5,740,064 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $72,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $207,827 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,631,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,369,292 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $826,377 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,099,783 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,805,213 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,269,509 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDING EDUCATION TO YOUTHS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,330,287 | ExpenseAmt |
| Revenue | $4,942,367 | RevenueAmt |
| Desc | INSTITUTIONAL INSTRUCTION AND RELATED ACTIVITIES TO APPROXIMATELY 287 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH EIGHTH GRADE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,105,764 | ExpenseAmt |
| Desc | FINANCIAL AID TO APPROXIMATELY 134 STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $762,317 | ExpenseAmt |
| Desc | MAINTENANCE OF PLANT FACILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,198,368 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 98 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANA E MCALLISTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4125211907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5705 DARLINGTON ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15217 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| WILLIAM L KINDLER | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | Yes (X) | $266,526 | $0 | $34,712 | |
| DAVID NICHOLSON | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JANET HUNT | |||||||
| 1ST VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS MCCRADY | |||||||
| 2ND VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN RUDOLF | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NANCY WOLFSON | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERIN N FISCHER | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYSON DATT | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS FLEISCHNER | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS M HARDIMAN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA LADLEY | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSANNA M LEERS | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LARA WASHINGTON | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA K DOOLITTLE | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM P WIDDOES | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA SCHULTZ | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY BERNSTEIN | |||||||
| PAST CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN MILLER | |||||||
| ASST. HEAD OF SCHOOL | 40.00 | $136,510 | $0 | $13,182 | Yes (X) | ||
| MCALLISTER DIANA | |||||||
| DIRECTOR OF FINANCE | 40.00 | $102,896 | $0 | $12,467 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $505,932 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $60,361 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HIGHMARK | |||||
| 101 BRADFORD ROAD SUITE 340 | WEXFORD | PA | 15090 | EMPLOYEE HEALTH INSURANCE | $265,885 |
| JENLOR INTEGRATIONS INC | |||||
| 606 WASHINGTON AVENUE | BRIDGEVILLE | PA | 15017 | COMPUTER HARDWARE AND SOFTWARE FIRM | $217,053 |
| METZ & ASSOCIATES | |||||
| TWO WOODLAND DRIVE | DALLAS | PA | 18612 | FOOD SERVICE | $158,197 |
| SHAW SPORTS TURF | |||||
| 185 SOUTH INDUSTRIAL BLVD | CALHOUN | GA | 30701 | SPORTS FIELD RENOVATION | $104,888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $481,416 | AllOtherContributionsAmt |
| Total Contributions | $481,416 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND AUXILIARY SERVICES | 900099 | $4,860,197 | $4,860,197 |
| MISCELLANEOUS | 900099 | $82,170 | $82,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,942,367 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,854 | TotalRevenueColumnAmt |
| Exclusion | $64,854 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,200 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,200 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,200 | TotalRevenueColumnAmt |
| Exclusion | $18,200 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,268,391 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,872,707 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $395,684 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $395,684 | TotalRevenueColumnAmt |
| Exclusion | $395,684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $75,025 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $29,655 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,370 | TotalRevenueColumnAmt |
| Exclusion | $45,370 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,947,891 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,942,367 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $524,108 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105,764 | TotalAmt |
| Program Services | $1,105,764 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,293 | TotalAmt |
| Management And General | $566,293 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,181,145 | TotalAmt |
| Program Services | $1,701,866 | ProgramServicesAmt |
| Management And General | $377,801 | ManagementAndGeneralAmt |
| Fundraising | $101,478 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,376 | TotalAmt |
| Program Services | $53,034 | ProgramServicesAmt |
| Management And General | -$4,654 | ManagementAndGeneralAmt |
| Fundraising | $10,996 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,435 | TotalAmt |
| Program Services | $148,545 | ProgramServicesAmt |
| Management And General | $36,507 | ManagementAndGeneralAmt |
| Fundraising | $6,383 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,538 | TotalAmt |
| Program Services | $141,956 | ProgramServicesAmt |
| Management And General | $76,357 | ManagementAndGeneralAmt |
| Fundraising | $9,225 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,591 | TotalAmt |
| Management And General | $8,591 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,298 | TotalAmt |
| Management And General | $27,298 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,293 | TotalAmt |
| Management And General | $18,069 | ManagementAndGeneralAmt |
| Fundraising | $2,224 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,763 | TotalAmt |
| Program Services | $134,698 | ProgramServicesAmt |
| Management And General | $54,572 | ManagementAndGeneralAmt |
| Fundraising | $3,493 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,729 | TotalAmt |
| Program Services | $110,729 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,966 | TotalAmt |
| Program Services | $185,966 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,839 | TotalAmt |
| Program Services | $18,417 | ProgramServicesAmt |
| Management And General | $3,422 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403 | TotalAmt |
| Program Services | $403 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,165 | TotalAmt |
| Program Services | $301,165 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,065 | TotalAmt |
| Program Services | $36,065 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL PROGRAMS | $135,311 | $135,311 | ||
| ACTIVITIES | $88,150 | $79,292 | $2,859 | $5,999 |
| HEAD OF SCHOOL SEARCH | $60,814 | $60,814 | ||
| PTA | $37,164 | $1,835 | $35,329 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,962 | TotalAmt |
| Program Services | $43,322 | ProgramServicesAmt |
| Management And General | $116,630 | ManagementAndGeneralAmt |
| Fundraising | $22,010 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,740,064 | TotalAmt |
| Program Services | $4,198,368 | ProgramServicesAmt |
| Management And General | $1,344,559 | ManagementAndGeneralAmt |
| Fundraising | $197,137 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,679,400 | BOYAmt |
| EOY | $1,761,923 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,315 | BOYAmt |
| EOY | $12,700 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,602 | BOYAmt |
| EOY | $21,956 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,756 | BOYAmt |
| EOY | $2,363 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,110,874 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,715,419 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,271,816 | BOYAmt |
| EOY | $5,395,455 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,649,701 | BOYAmt |
| EOY | $5,174,895 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,631,590 | BOYAmt |
| EOY | $12,369,292 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,203 | BOYAmt |
| EOY | $320,847 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,647 | BOYAmt |
| EOY | $393,121 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $175,002 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,527 | BOYAmt |
| EOY | $210,813 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,377 | BOYAmt |
| EOY | $1,099,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,906,003 | BOYAmt |
| EOY | $6,920,724 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,661,079 | BOYAmt |
| EOY | $2,079,530 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,238,131 | BOYAmt |
| EOY | $2,269,255 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,805,213 | BOYAmt |
| EOY | $11,269,509 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,631,590 | BOYAmt |
| EOY | $12,369,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $207,827 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $256,469 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,659,489 | BeginningYearBalanceAmt |
| Contributions | $31,125 | ContributionsAmt |
| Investment Earnings Or Losses | $578,477 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$97,348 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$94,700 | OtherExpendituresAmt |
| End Year Balance | $4,077,043 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,502,303 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $339,065 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$92,133 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$89,846 | OtherExpendituresAmt |
| End Year Balance | $3,659,489 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,502,326 | BeginningYearBalanceAmt |
| Contributions | $57,623 | ContributionsAmt |
| Investment Earnings Or Losses | $99,362 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$78,107 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$78,901 | OtherExpendituresAmt |
| End Year Balance | $3,502,303 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,984,560 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $651,530 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$66,518 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$67,246 | OtherExpendituresAmt |
| End Year Balance | $3,502,326 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,827,362 | BeginningYearBalanceAmt |
| Contributions | $600 | ContributionsAmt |
| Investment Earnings Or Losses | $301,774 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$72,221 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$72,955 | OtherExpendituresAmt |
| End Year Balance | $2,984,560 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,994,947 | OtherCostOrOtherBasisAmt |
| Book Value | $1,994,947 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,959,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,470,706 | DepreciationAmt |
| Book Value | $2,488,793 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $881,352 | OtherCostOrOtherBasisAmt |
| Depreciation | $408,134 | DepreciationAmt |
| Book Value | $473,218 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,275,076 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,836,579 | DepreciationAmt |
| Book Value | $438,497 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,395,455 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ACCOUNTS | $10,813 |
| DEFERRED COMPENSATION | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $210,813 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,192,937 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $256,469 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $21,591 | OtherRevenueAmt |
| Revenue Not Reported | $278,060 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,914,877 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,033,014 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,033,014 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,947,891 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,728,641 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $21,591 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $21,591 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,707,050 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,033,014 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,033,014 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,740,064 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INCOME FROM THE ENDOWMENT IS USED PRINCIPALLY FOR FINANCIAL AID AND FACULTY DEVELOPMENT. |
| PART X, LINE 2: | THE ACADEMY ACCOUNTS FOR UNCERTAIN TAX POSITIONS UNDER THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES SUBTOPIC OF THE ASC. THE SUBTOPIC CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES RECOGNITION THRESHOLDS AND MEASUREMENT PRINCIPLES F0R FINANCIAL STATEMENT DISCLOSURE OF TAX POSITIONS TO BE TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE ACADEMY HAS REVIEWED ALL OPEN TAX YEARS (2011-PRESENT) AND MAJOR JURISDICTIONS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CERTAIN FUNDRAISING EXPENSES NET AGAINST REVENUE ON 990 BUT IS INCLUDED AS AN EXPENSE IN AUDITED FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID TO ST EDMUND'S STUDENTS IS NETTED AGAINST TUITION IN AUDITED FINANCIAL STATEMENTS BUT IS INCLUDED AS AN EXPENSE ON THE 990. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CERTAIN FUNDRAISING EXPENSES NET AGAINST REVENUE ON 990 BUT IS INCLUDED AS AN EXPENSE IN AUDITED FINANCIAL STATEMENTS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID TO ST EDMUND'S STUDENTS IS NETTED AGAINST TUITION IN AUDITED FINANCIAL STATEMENTS BUT IS INCLUDED AS AN EXPENSE ON FORM 990. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | ALL ADVERTISING AND PUBLIC RELATIONS MATERIAL STATE THE SCHOOL'S POLICY OF NON DISCRIMINATION |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL PARTICIPATES IN THE PURCHASE AND LOAN OF TEXTBOOKS AND INSTRUCTIONAL MATERIALS UNDER COMMONWEALTH OF PENNSYLVANIA ACTS 195 AND 90.THE SCHOOL RECEIVES GRANTS AND EDUCATIONAL MATERIALS UNDER THESE PROGRAMS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OKTOBERFEST | NameOfEvent1Amt |
| Gross Receipts Event1 | $39,088 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $39,088 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $8,064 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | AUCTION | NameOfEvent2Amt |
| Gross Receipts Event2 | $35,937 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $35,937 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $21,591 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $75,025 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $75,025 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,655 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,655 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $45,370 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL AID TO ST EDMUND'S STUDENTS | 119 | $1,033,014 |
| FINANCIAL AID TO OTHER SCHOOLS' STUDENTS | 15 | $72,750 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL MAINTAINS DETAILED RECORDS OF THE CRITERIA USED TO AWARD FINANCIAL AID TO STUDENTS ALONG WITH THE AMOUNT AWARDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM L KINDLER | PersonNm |
| Title | HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $158,876 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $25,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $82,650 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $15,992 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $18,720 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $301,238 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1B | THE SCHOOL DOES NOT HAVE A WRITTEN POLICY BUT DOES FOLLOW THE HEAD OF SCHOOL'S CONTRACT THAT OUTLINES THE HOUSING ALLOWANCE. |
| PART I, LINE 4B | WILLIAM L. KINDLER, DEFERRED COMPENSATION ACCRUED BUT NOT PAID IN THE AMOUNT OF $42,858 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 IS REVIEWED ONLY BY THE EXECUTIVE COMMITTEE, WHICH IS A SUBCOMMITTEE OF THE BOARD OF TRUSTEES, PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, AND MORE FREQUENTLY IN THE EVENT OF CHANGES IN SAID STATEMENT, ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT. DETERMINATIONS OF WHETHER A CONFLICT EXISTS ARE MADE BY THE BOARD CHAIRPERSON. ACTUAL CONFLICTS ARE REVIEWED BY THE FULL BOARD, WHICH MAY IN ITS DISCRETION IMPOSE APPROPRIATE RESTRICTIONS ON PERSONS WITH A CONFLICT, INCLUDING BUT NOT LIMITED TO PROHIBITIONS ON PARTICIPATING IN BOARD DELIBERATIONS AND VOTING ON MATTERS THAT COULD FURTHER ANY SUCH BUISNESS RELATIONSHIPS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ST. EDMUND'S ACADEMY BOARD OF TRUSTEES HAS ESTABLISHED A POLICY OF IMMEDIATE SANCTIONS THAT ENSURES THAT COMPENSATION TO KEY EMPLOYEES IS REASONABLE AND DOES NOT CONSTITUTE AN EXCESS BENEFIT TRANSACTION. FACTORS THAT ARE CONSIDERED WHEN DETERMINING REASONABLE COMPENSATION INCLUDE COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA OF THE SCHOOL, CURRENT COMPENSATION SURVEYS SUCH AS PUBLISHED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, AND ACTUAL WRITTEN OFFERS FROM SIMILAR SCHOOLS COMPETING FOR THE SAME SERVICES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
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