2014-03-26T09:49:07-05:00 2013-06-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2012-07-01 591147278 EPISCOPAL SCHOOL OF JACKSONVILLE INC EPIS 9043965751 4455 ATLANTIC BOULEVARD JACKSONVILLE FL 32207 STEPHANIE BROWN 9043965751 2014-03-24 1 ROBERT T LOVERICH P00218080 9043965831 2012 2015-11-30 17:44:51Z STEPHANIE BROWN 4455 ATLANTIC BOULEVARD JACKSONVILLE FL 32207 21669758 0 X WWW.ESJ.ORG X 1966 FL THE MISSION OF EPISCOPAL SCHOOL OF JACKSONVILLE IS TO PROVIDE A SUPERIOR COLLEGE-PREPARATORY EDUCATION IN AN ENVIRONMENT MARKED BY HIGH EXPECTATION, CHRISTIAN NURTURE, AND SOCIAL ADVERSITY. THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S FACULTY SEEKS TO INSTILL IN EACH STUDENT INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, RESPONSIBLE LEADERSHIP, AND A COMMITTMENT TO COMMUNITY SERVICE. 27 27 383 0 0 0 1198446 1434358 17199976 17603302 257779 295157 118417 132578 18774618 19465395 2572594 2853081 0 0 10406183 10749566 0 0 35676 6338344 6363991 19317121 19966638 -542503 -501243 44780748 43960376 16807947 16376321 27972801 27584055 X THE MISSION OF EPISCOPAL SCHOOL OF JACKSONVILLE IS TO PROVIDE A SUPERIOR COLLEGE-PREPARATORY EDUCATION IN AN ENVIRONMENT MARKED BY HIGH EXPECTATION, CHRISTIAN NURTURE, AND SOCIAL ADVERSITY. THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S FACULTY SEEKS TO INSTILL IN EACH STUDENT INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, RESPONSIBLE LEADERSHIP, AND A COMMITTMENT TO COMMUNITY SERVICE. 0 0 10384804 2853081 16930633 THROUGH A BALANCED PROGRAM OF ACADEMICS, ARTS AND ATHLETICS, EPISCOPAL'S EXCELLENT FACULTY ENGAGES THE TOTAL STUDENT IN INTELLECTUAL GROWTH, CHARACTER DEVELOPMENT, UNSELFISH LEADERSHIP, AND COMMUNITY SERVICE. 10384804 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 34 0 1 383 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X STEPHANIE BROWN CFO 9043965751 4455 ATLANTIC BLVD JACKSONVILLE FL 32207 JAMES F BAILEY 1.00 X 0 0 0 OLIVER J BARAKAT 1.00 X 0 0 0 PATRICIA BLANCHARD 1.00 X 0 0 0 EDWARD E BURR 1.00 X 0 0 0 STEPHEN D BUSEY 1.00 X 0 0 0 ROBERT M CLEMENTS 1.00 X X 0 0 0 JOHN W DONAHOO III 1.00 X 0 0 0 SUSAN JANGRO 1.00 X X 0 0 0 RICHARD H JONES 1.00 X 0 0 0 WYNDEL LAPRADE 1.00 X 0 0 0 DERRICK W SMITH 1.00 X 0 0 0 JOHN STROM 1.00 X X 0 0 0 HERSCHEL T VINYARD JR 1.00 X 0 0 0 ALONZO WALTON 1.00 X 0 0 0 THE RIGHT REV SAMUEL J HOWARD 1.00 X 0 0 0 NIELS P MURPHY 1.00 X 0 0 0 JILL L DAME 1.00 X 0 0 0 ANGELA COREY 1.00 X 0 0 0 THE VERY REVERAND KATHERINE MOOREHE 1.00 X X 0 0 0 RICK ALEXANDER 1.00 X 0 0 0 PRESTON HASKELL III 1.00 X 0 0 0 HELEN ROWAN 1.00 X 0 0 0 CLAUDIA S AMLIE 1.00 X 0 0 0 CLARE BERRY 1.00 X 0 0 0 DAVID C HODGES JR 1.00 X 0 0 0 WILIAM N STEITZ III 1.00 X 0 0 0 STEPHEN SUDDATH 1.00 X 0 0 0 CHARLES F ZIMMER 40.00 X 310650 0 7003 310650 0 7003 1 0 1 0 SODEXHO 3030 HARTLEY RD JACKSONVILLE FL 32257 CAFETERIA MANAGEMENT SERVICES 706069 J B COXWELL CONTRACTING INC 6741 LLOYD RD W JACKSONVILLE FL 32254 GENERAL CONTRACTOR 259172 WW GAY MECHANICAL CONTRACTORS 524 STOCKTON ST JACKSONVILLE FL 32204 HVAC REPLACEMENT 240377 WEISER SECURITY SERVICES INC PO BOX 51720 NEW ORLEANS LA 70151 GROUNDS SECURITY SERVICES 167157 4 146882 1287476 88069 1434358 STUDENT FEES 611710 16430157 16430157 CAFETERIA SALES 722210 701918 701918 SWIM PROGRAM 913940 299891 299891 SUMMER CAMP INCOME 611710 86578 86578 SUMMER SCHOOL TUITION 611710 66673 66673 18085 18085 17603302 190356 190356 29249 0 29249 29249 29249 1821833 6700 1712285 11447 109548 -4747 104801 104801 0 146882 55224 -55224 -55224 549075 425407 123668 123668 OTHER INCOME 611710 34885 29238 5647 34885 19465395 16959871 0 1071166 2853081 2853081 8491324 5292210 3199114 390063 390063 1236577 34409 1202168 631602 398626 232976 5335 5335 33400 33400 17412 17412 127196 127196 70136 5762 64374 1054603 849202 183632 21769 174200 166113 8087 1907552 57123 1850429 27031 10931 4073 12027 12851 5883 6968 26981 16740 10241 257744 257744 1610456 1610456 DEPARTMENTAL EXPENSES 447524 447524 MISCELLANEOUS 203038 203038 MISCELLANEOUS 175534 175534 AMORTIZATION OF LOAN CO 104849 104849 108149 71666 34603 1880 19966638 10384804 9546158 35676 3738799 2642596 2020127 3221235 682664 397583 4470625 4757572 350639 167631 288180 186840 46530997 21393103 25414914 25137894 7814800 7449025 44780748 43960376 842077 797148 7708426 8071090 8095000 7343702 162444 164381 16807947 16376321 X 27762162 27417239 210639 166816 27972801 27584055 44780748 43960376 -501243 112496 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2897678 2897678 32977224 15375040 17602184 5450588 3873575 1577013 5205507 2144488 3061019 25137894 ROCKPOINT REAL ESTATE FUND II 154689 F POINTER MANAGEMENT LP 1184384 F VARIOUS OTHER FUNDS 218728 F LONGLEAF PARTNERS FUNDS 319181 F UBS FUNDS 3280881 F DAVIS FUNDS 2291162 F 7449025 DUE TO STUDENT ACTIVITIES 164381 164381 20014745 112496 436853 549349 19465396 0 19465396 20403491 436853 436853 19966638 0 19966638 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 425,407. COST BASIS OF ASSETS SOLD 11,446. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 425,407. COST BASIS OF ASSETS SOLD 11,446. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 WRITTEN MATERIAL FROM ADMISSIONS CONTAINS THE NON-DISCRIMATORY POLICY. POLICY ALSO AVAILABLE ON THE ADMISSIONS PAGE OF OUR WEBSITE. X X X X X 0 FL GOLF & TENNIS TOURNAMENT 17490 17490 15 13520 815 4488 CELEBRATION/AUCTION 114192 114192 4988 6183 17438 800 3756 1 15200 15200 3000 221 146882 146882 8003 19703 18253 800 8465 55224 -55224 STEPHANIE BROWN 4455 ATLANTIC BLVD JACKSONVILLE FL 32207 1 FINANCIAL AID 268 2822916 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL FINANCIAL AID GIVEN IS IN THE FORM OF TUITION REDUCTIONS SHOWN ON MONTHLY TUITION STATEMENTS. FINANCIAL AID IS NEVER GIVEN IN CASH AND ARE NON-REFUNDABLE. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 CHARLES F ZIMMER 215731 0 0 0 94919 0 6875 0 128 0 317653 0 0 0 PART I, LINE 1A PAID HOUSING ALLOWANCE AND SOCIAL CLUB MEMBERSHIP FOR KEY EMPLOYEES. PART I, LINE 4B 457 PLAN FISCAL YEAR $73,620 AND CALENDAR YEAR $90,000. ROBERT CLEMENTS ESJ-CHAIRMAN OF THE BOARD,EVERBANK-CHAIRMAN OF THE BOARD & CEO 3349217 ESJ MAINTAINS DEPOSITORY ACCOUNTS AT EVERBANK. THE BALANCES AT 06.30.2013 TOTALED $3,349,217. THESE ARE THE SAME TYPE OF ACCOUNTS THAT ANY NON-PROFIT BUSINESS COULD MAINTAIN AT EVERBANK AND ALL RATES AND FEES ARE STANDARD.THERE ARE NO OTHER TRANSACTIONS OUTSIDE OF A NORMAL DEPOSITORY RELATIONSHIP. 0 X 5 63706 FAIR MARKET VALUE X AUCTION ITEMS 45 11801 FAIR MARKET VALUE X VARIOUS 7 12562 FAIR MARKET VALUE 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: ITEMS WERE NOT REPORTED AS REVENUE OR EXPENSES DUE TO THE NATURE OF THE ITEMS, EXCEPT SECURITIES. AUCTION ITEMS WERE LATER SOLD AT AUCTION AND PROCEEDS USED TO FUND CURRENT OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11 CHIEF FINANCIAL OFFICER, HEAD OF SCHOOL AND FINANCE COMMITTEE CHAIR REVIEW ALL INFORMATION IN DETAIL. IT HAS BEEN REVIEWED BY THE FINANCE COMMITTEE TO WHOM THE GOVERNING BOARD HAS DELEGATED THE AUTHORITY TO REVEIW AND APPROVE THE FORM 990. BOARD MEMBERS ARE GIVEN OPPORTUNITY TO REVIEW BEFORE SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST LETTER DICLOSING CONFLICTS. ANY BOARD MEMBER WITH A CONFLICT ON A GIVEN MOTION IS PROHIBITED FROM VOTING ON THAT GIVEN MOTION. FORM 990, PART VI, SECTION B, LINE 15 BOARD DETERMINES COMPENSATION OF HEAD OF SCHOOL BASED UPON REVIEW/COMPARISON TO OTHER SIMILAR PRIVATE SCHOOL'S HEAD OF SCHOOL POSITIONS AND THE HELP OF INDEPENDENT CONSULTANT. HEAD OF SCHOOL DETERMINES COMPENSATION OF OTHER KEY EMPLOYEES BASED UPON REVIEW/COMPARISON TO OTHER SIMILAR PRIVATE SCHOOL'S EMPLOYEES HOLDING SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST. EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC 4455 ATLANTIC BLVD JACKSONVILLE FL 32207 237003394 ENDOWMENT FL 501(C)(3) LINE 11C, III-FI 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC C 392326 BOOK VALUE EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC E 7343702 BOOK VALUE