2014-10-29T14:22:52-05:00 2014-06-30 251777567 LOVE SCHERLE & BAUER PC 310 GRANT STREET SUITE 1020 PITTSBURGH PA 152192295 990 2013-07-01 251030682 ST EDMUND'S ACADEMY STED 4125211907 5705 DARLINGTON ROAD PITTSBURGH PA 152171511 DAVID NICHOLSON CHAIR-BOARD OF TRUSTEES 4125211907 2014-09-22 1 JOSEPH S SCHERLE P00295471 4122818270 2013 2015-11-30 17:44:51Z PAUL CHAD BARNETT 5705 DARLINGTON ROAD PITTSBURGH PA 15217 7850253 0 X WWW.STEDMUNDS.NET X 1948 PA ST. EDMUND'S ACADEMY IS A COEDUCATIONAL PRIVATE DAY SCHOOL ENROLLING STUDENTS IN PREKINDERGARTEN THROUGH THE 8TH GRADE. 17 16 98 40 0 0 452942 481416 4848857 4942367 302903 460538 56420 63570 5661122 5947891 1074256 1105764 0 0 3224649 3225787 0 0 197137 1289544 1408513 5588449 5740064 72673 207827 11631590 12369292 826377 1099783 10805213 11269509 PROVIDING EDUCATION TO YOUTHS 0 0 2330287 4942367 INSTITUTIONAL INSTRUCTION AND RELATED ACTIVITIES TO APPROXIMATELY 287 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH EIGHTH GRADE. 1105764 FINANCIAL AID TO APPROXIMATELY 134 STUDENTS. 762317 MAINTENANCE OF PLANT FACILITIES. 4198368 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 98 1 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X DIANA E MCALLISTER 4125211907 5705 DARLINGTON ROAD PITTSBURGH PA 15217 WILLIAM L KINDLER HEAD OF SCHOOL 40.00 X X 266526 0 34712 DAVID NICHOLSON CHAIR 3.00 X X 0 0 0 JANET HUNT 1ST VICE CHAIR 3.00 X X 0 0 0 CHRIS MCCRADY 2ND VICE CHAIR 3.00 X X 0 0 0 JOHN RUDOLF TREASURER 3.00 X X 0 0 0 NANCY WOLFSON SECRETARY 3.00 X X 0 0 0 ERIN N FISCHER TRUSTEE 3.00 X 0 0 0 BRYSON DATT TRUSTEE 3.00 X 0 0 0 CHRIS FLEISCHNER TRUSTEE 3.00 X 0 0 0 THOMAS M HARDIMAN TRUSTEE 3.00 X 0 0 0 DEBRA LADLEY TRUSTEE 3.00 X 0 0 0 SUSANNA M LEERS TRUSTEE 3.00 X 0 0 0 LARA WASHINGTON TRUSTEE 3.00 X 0 0 0 BARBARA K DOOLITTLE TRUSTEE 3.00 X 0 0 0 WILLIAM P WIDDOES TRUSTEE 3.00 X 0 0 0 DANA SCHULTZ TRUSTEE 3.00 X 0 0 0 NANCY BERNSTEIN PAST CHAIR 3.00 X 0 0 0 SUSAN MILLER ASST. HEAD OF SCHOOL 40.00 X 136510 0 13182 MCALLISTER DIANA DIRECTOR OF FINANCE 40.00 X 102896 0 12467 505932 0 60361 3 0 1 0 HIGHMARK 101 BRADFORD ROAD SUITE 340 WEXFORD PA 15090 EMPLOYEE HEALTH INSURANCE 265885 JENLOR INTEGRATIONS INC 606 WASHINGTON AVENUE BRIDGEVILLE PA 15017 COMPUTER HARDWARE AND SOFTWARE FIRM 217053 METZ & ASSOCIATES TWO WOODLAND DRIVE DALLAS PA 18612 FOOD SERVICE 158197 SHAW SPORTS TURF 185 SOUTH INDUSTRIAL BLVD CALHOUN GA 30701 SPORTS FIELD RENOVATION 104888 4 481416 481416 TUITION AND AUXILIARY SERVICES 900099 4860197 4860197 MISCELLANEOUS 900099 82170 82170 4942367 64854 64854 18200 0 18200 18200 18200 2268391 1872707 395684 395684 395684 75025 29655 45370 45370 5947891 4942367 0 524108 1105764 1105764 566293 566293 2181145 1701866 377801 101478 59376 53034 -4654 10996 191435 148545 36507 6383 227538 141956 76357 9225 8591 8591 27298 27298 20293 18069 2224 192763 134698 54572 3493 110729 110729 185966 185966 21839 18417 3422 403 403 301165 301165 36065 36065 SPECIAL PROGRAMS 135311 135311 ACTIVITIES 88150 79292 2859 5999 HEAD OF SCHOOL SEARCH 60814 60814 PTA 37164 1835 35329 181962 43322 116630 22010 5740064 4198368 1344559 197137 1679400 1761923 8315 12700 7602 21956 14756 2363 11110874 5715419 5271816 5395455 4649701 5174895 11631590 12369292 299203 320847 312647 393121 175002 214527 210813 826377 1099783 X 6906003 6920724 1661079 2079530 2238131 2269255 10805213 11269509 11631590 12369292 207827 256469 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3659489 31125 578477 -97348 -94700 4077043 3502303 100 339065 -92133 -89846 3659489 3502326 57623 99362 -78107 -78901 3502303 2984560 651530 -66518 -67246 3502326 2827362 600 301774 -72221 -72955 2984560 0 0 1994947 1994947 5959499 3470706 2488793 881352 408134 473218 2275076 1836579 438497 5395455 AGENCY ACCOUNTS 10813 DEFERRED COMPENSATION 200000 210813 X 5192937 256469 21591 278060 4914877 1033014 1033014 5947891 4728641 21591 21591 4707050 1033014 1033014 5740064 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. OKTOBERFEST 39088 39088 8064 AUCTION 35937 35937 21591 75025 75025 29655 29655 45370 1 FINANCIAL AID TO ST EDMUND'S STUDENTS 119 1033014 FINANCIAL AID TO OTHER SCHOOLS' STUDENTS 15 72750 PART I, LINE 2: THE SCHOOL MAINTAINS DETAILED RECORDS OF THE CRITERIA USED TO AWARD FINANCIAL AID TO STUDENTS ALONG WITH THE AMOUNT AWARDED. X 0 1 X X 0 1 0 0 0 0 0 0 0 WILLIAM L KINDLER HEAD OF SCHOOL 158876 0 25000 0 82650 0 15992 0 18720 0 301238 0 0 0 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 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.