SAINT ANDREWS SCHOOL OF BOCA RATON INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAINT ANDREWS SCHOOL OF BOCA RATON INC (EIN 59-0942383)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-12
- IRS object ID
- 201300439349301240
- Schema version
- 2011v1.2
- 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 K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-12T13:49:46-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141918990 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLETON & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 LAKEVIEW AVENUE SUITE 1200 | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590942383 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST ANDREW'S SCHOOL OF BOCA RATON INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAN | NameControl |
| Phone | 5612102032 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 JOG ROAD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33434 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP CORK | Name |
| Title | ASSOCIATE HEADMASTER OF FINANCE | Title |
| Phone | 5612102032 | Phone |
| Date Signed | 2013-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ISABELLA LUNSFORDCPA | Name |
| PTIN | P00642327 | PTIN |
| Phone | 5617989988 | Phone |
| Date Prepared | 2013-02-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PHILIP CORK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 JOG ROAD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33434 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 46930057 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SAINTANDREWS.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE EDUCATION FOR STUDENTS IN GRADES PK THROUGH 12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 515 | TotalNbrEmployees |
| Total Nbr Volunteers | 24 | TotalNbrVolunteers |
| Total Gross UBI | -24642 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -24642 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2586875 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2260691 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 33113496 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 33770977 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1313740 | InvestmentIncomePriorYear |
| Investment Income Current Year | 428740 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 328231 | OtherRevenuePriorYear |
| Other Revenue Current Year | 195476 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 37342342 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36655884 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3582445 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3821238 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17451574 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18269079 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1193731 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14676220 | OtherExpensePriorYear |
| Other Expenses Current Year | 14646953 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 35710239 | TotalExpensesPriorYear |
| Total Expenses Current Year | 36737270 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1632103 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -81386 | RevenuesLessExpensesCY |
| Total Assets BOY | 66001440 | TotalAssetsBOY |
| Total Assets EOY | 65417698 | TotalAssetsEOY |
| Total Liabilities BOY | 54441620 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 57347717 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11559820 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8069981 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE EDUCATION FOR STUDENTS IN PK THROUGH 12. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 28450982 | Expense |
| Grants | 3821238 | Grants |
| Revenue | 33375135 | Revenue |
| Description | ACADEMIC PROGRAM:- INSTRUCTION TO APPROXIMATELY 1315 STUDENTS FROM GRADES PK-12 - INTERNATIONAL BACCALAUREATE PROGRAM FOR 11TH AND 12TH GRADERS- STUDENT ACTIVITIES- STUDENT FOOD SERVICES- SUMMER PROGRAMS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1993506 | Expense |
| Revenue | 395842 | Revenue |
| Description | AUXILIARY SERVICES:- SCHOOL PUBLICATIONS, NEWSPAPER & YEARBOOK- AUXILIARY FACILITIES USAGE- INFIRMARY- SCHOOL STORE | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 30444488 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Number Of Employees | 515 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY VAN VALKENBURG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5612102032 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 JOG ROAD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33434 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JEFFREY A STOOPS | ||||||||
| CHAIR | 3.00 | X | X | 0 | 0 | 0 | ||
| DIANE C BOK | ||||||||
| VICE CHAIR | 3.00 | X | X | 0 | 0 | 0 | ||
| PHILIP L NADEL | ||||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | ||
| GARY PETERS | ||||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | ||
| DR STEVEN M SHAPIRO | ||||||||
| ASSISTANT TREASURER | 3.00 | X | X | 0 | 0 | 0 | ||
| MARY JO FINOCCHIARO | ||||||||
| ASSISTANT SECRETARY | 3.00 | X | X | 0 | 0 | 0 | ||
| MARK J MARIANI | ||||||||
| PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| NADINE B ASSAF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LUIS H BALL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARK J BELLISSIMO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ATUL BISARIA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES M CANTWELL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM J CARAGOL JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN S CIESLOWSKI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MELODY S CREESE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FORREST HEATHCOTT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN D HODGEMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CATHY MOABERY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID W ROBERTS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN H SHELTON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LUANNE M SPADEA-NACHMANN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAMS S WEPRIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR ANN MARIE KREJCAREK | ||||||||
| EX OFFICIO/HEADMASTER | 60.00 | X | X | 419864 | 0 | 39338 | ||
| REVEREND LEOPOLD FRADE | ||||||||
| EX OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| RYAN P CARLSON | ||||||||
| EX OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| REVEREND ANDREW J SHERMAN | ||||||||
| EX OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| KATHLEEN A ASSAF | ||||||||
| TRUSTEE EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| J MURFREE BUTLER | ||||||||
| TRUSTEE EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| MARILYN MAYER | ||||||||
| TRUSTEE EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| EDGAR OTTO | ||||||||
| TRUSTEE EMERITI | 1.00 | X | 0 | 0 | 0 | |||
| PHILIP CORK | ||||||||
| ASSOC HEADMAST OF FINANCE | 60.00 | X | 181836 | 0 | 22204 | |||
| PETER GALLO | ||||||||
| ASSOC HEADMAST OF DEVELOPMENT | 60.00 | 166261 | 0 | 21994 | X | |||
| KATHY VAN VALKENBURG | ||||||||
| BUSINESS MANAGER | 60.00 | 131336 | 0 | 23406 | X | |||
| ELIAS BASSIL | ||||||||
| CHIEF INFORMATION OFFICER | 50.00 | 127195 | 0 | 20479 | X | |||
| KILIAN FORGUS | ||||||||
| ASSOC HEADMAST OF ENROLLMENT | 60.00 | 147510 | 0 | 50249 | X | |||
| DUNCAN HOSSACK | ||||||||
| HEAD OF LOWER SCHOOL | 50.00 | 127710 | 0 | 14931 | X | |||
| ANN HAYNES | ||||||||
| HEAD OF MIDDLE SCHOOL | 50.00 | 119461 | 0 | 17583 | X | |||
| JULIAN DOMENECH | ||||||||
| HEAD OF UPPER SCHOOL | 50.00 | 129213 | 0 | 11505 | X | |||
| DIANE JONES | ||||||||
| ASST. HEAD OF ADMIN. | 50.00 | 127529 | 0 | 18971 | X | |||
| ROBERT BOURESSA | ||||||||
| DIRECTOR COLLEGE GUIDANCE | 50.00 | 117900 | 0 | 18309 | X | |||
| VERONICA BIDDER | ||||||||
| DIRECTOR DONOR RELATIONS | 50.00 | 106868 | 0 | 15819 | X | |||
| STEPHEN CASSIDY | ||||||||
| AQUATICS DIRECTOR | 50.00 | 105157 | 0 | 15819 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2007840 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 290607 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 153081 | FundraisingEvents |
| All Other Contributions | 2107610 | AllOtherContributions |
| Noncash Contributions | 55774 | NoncashContributions |
| Total Contributions | 2260691 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| TUITION BOARD & FEES | 31856852 | 31856852 |
| SUMMER CAMPS & PROGRAM | 1518283 | 1518283 |
| FACILITY REVENUES | 297309 | 297309 |
| STUDENT PUBLICATIONS | 98533 | 98533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 33770977 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 326042 | TotalRevenueColumn |
| Exclusion | $326,042 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9119376 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9016678 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 102698 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102698 | TotalRevenueColumn |
| Exclusion | $102,698 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 571060 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 153081 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 613367 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -42307 | TotalRevenueColumn |
| Exclusion | -$42,307 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 788008 | GrossSalesOfInventory |
| Cost Of Goods Sold | 644128 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 143880 | TotalRevenueColumn |
| Related Or Exempt Function Income | 143880 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| OTHER MISCELLANEOUS | 118545 | 118545 | |
| COLLEGE POOL RENTAL | -24642 | -24642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 93903 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36655884 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34033402 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -24642 | UnrelatedBusinessRevenue |
| Exclusion | $386,433 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3821238 | Total |
| Program Services | 3821238 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 767961 | Total |
| Management And General | 767961 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13959978 | Total |
| Program Services | 11138492 | ProgramServices |
| Management And General | 2217055 | ManagementAndGeneral |
| Fundraising | 604431 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 771757 | Total |
| Program Services | 586535 | ProgramServices |
| Management And General | 154352 | ManagementAndGeneral |
| Fundraising | 30870 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1624239 | Total |
| Program Services | 1241973 | ProgramServices |
| Management And General | 302689 | ManagementAndGeneral |
| Fundraising | 79577 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1145144 | Total |
| Program Services | 870309 | ProgramServices |
| Management And General | 229029 | ManagementAndGeneral |
| Fundraising | 45806 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9804 | Total |
| Management And General | 9804 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50079 | Total |
| Management And General | 50079 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62218 | Total |
| Management And General | 62218 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105314 | Total |
| Management And General | 34000 | ManagementAndGeneral |
| Fundraising | 71314 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149947 | Total |
| Program Services | 4194 | ProgramServices |
| Management And General | 20031 | ManagementAndGeneral |
| Fundraising | 125722 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123331 | Total |
| Program Services | 10190 | ProgramServices |
| Management And General | 108510 | ManagementAndGeneral |
| Fundraising | 4631 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5158196 | Total |
| Program Services | 4858485 | ProgramServices |
| Management And General | 261260 | ManagementAndGeneral |
| Fundraising | 38451 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200101 | Total |
| Program Services | 46876 | ProgramServices |
| Management And General | 62599 | ManagementAndGeneral |
| Fundraising | 90626 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1220839 | Total |
| Program Services | 1220839 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3368294 | Total |
| Program Services | 3172583 | ProgramServices |
| Management And General | 170602 | ManagementAndGeneral |
| Fundraising | 25109 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26576 | Total |
| Program Services | 26576 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACTED FOOD SERVICE | 1597089 | 1597089 | |
| REPAIRS AND MAINTENANCE | 344507 | 246273 | 98234 |
| ATHLETIC EXPENSE | 289668 | 289668 | |
| BAD DEBT | 271118 | 271118 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1669872 | Total |
| Program Services | 1042050 | ProgramServices |
| Management And General | 550628 | ManagementAndGeneral |
| Fundraising | 77194 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36737270 | Total |
| Program Services | 30444488 | ProgramServices |
| Management And General | 5099051 | ManagementAndGeneral |
| Fundraising | 1193731 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51569 | BOY |
| EOY | 3216757 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14487127 | BOY |
| EOY | 10794706 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1359089 | BOY |
| EOY | 1058670 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87566 | BOY |
| EOY | 192993 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 538955 | BOY |
| EOY | 498900 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 753413 | BOY |
| EOY | 840116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 81879705 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 35594806 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45208858 | BOY |
| EOY | 46284899 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2894405 | BOY |
| EOY | 605187 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 620458 | BOY |
| EOY | 1925470 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66001440 | BOY |
| EOY | 65417698 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1117814 | BOY |
| EOY | 1488599 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16736300 | BOY |
| EOY | 17185055 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32140000 | BOY |
| EOY | 30945000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4447506 | BOY |
| EOY | 7729063 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54441620 | BOY |
| EOY | 57347717 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8226372 | BOY |
| EOY | 6814405 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3333448 | BOY |
| EOY | 1255576 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11559820 | BOY |
| EOY | 8069981 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66001440 | BOY |
| EOY | 65417698 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -81386 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3408453 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | 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) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11055374 | BeginningOfYearBalance |
| Contributions | -300656 | Contributions |
| End Of Year Balance | 10754718 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10745575 | BeginningOfYearBalance |
| Contributions | 309799 | Contributions |
| End Of Year Balance | 11055374 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10140600 | BeginningOfYearBalance |
| Contributions | 604975 | Contributions |
| End Of Year Balance | 10745575 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9635764 | BeginningOfYearBalance |
| Contributions | 504836 | Contributions |
| End Of Year Balance | 10140600 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4958242 | OtherCostOrOtherBasis |
| Book Value | 4958242 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55819414 | OtherCostOrOtherBasis |
| Depreciation | 21801785 | Depreciation |
| Book Value | 34017629 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7374561 | OtherCostOrOtherBasis |
| Depreciation | 6358224 | Depreciation |
| Book Value | 1016337 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13727488 | OtherCostOrOtherBasis |
| Depreciation | 7434797 | Depreciation |
| Book Value | 6292691 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 46284899 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FINANCIAL DERIVATIVE - INTEREST RATE SWAP | $7,317,619 |
| CAPITAL LEASE | $411,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7729063 | TotalOfAmounts |
| Total Revenue | 36655884 | TotalRevenue |
| Total Expenses | 36737270 | TotalExpenses |
| Excess Or Deficit For Year | -81386 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -538340 | NetUnrealizedGLOnInvestments |
| Other | -$2,870,113 | OtherAmount |
| Total Adjustments | -3408453 | TotalAdjustments |
| Excess Or Deficit Per FS | -3489839 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 32930635 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -538340 | NetUnrealizedGainsInvestments |
| Other Revenues | 696547 | OtherRevenues |
| Revenue Not Rptd F990 | 158207 | RevenueNotRptdF990 |
| Revenue Subtotal | 32772428 | RevenueSubtotal |
| Investment Expenses Not Included | 62218 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 3821238 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3883456 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36655884 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 36420474 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3566660 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3566660 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32853814 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 62218 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3821238 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3883456 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 36737270 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE SCHOOL MAINTAINS MAYAN POTTERY AND PAINTINGS TO ASSIST IN THE EDUCATION OF THE TOPIC TO THE STUDENT BODY AND TO PRESERVE FOR THE USE OF FUTURE STUDENTS. | |
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO GENERATE INCOME TO SUPPORT FINANCIAL AID, TO SUPPORT FACULTY SALARIES, TO FUND PROFESSIONAL DEVELOPMENT AND TO MAINTAIN FACILITIES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | SAINT ANDREWS AND THE FUND HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. SAINT ANDREWS AND THE FUND ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE PROVISIONS OF THE IRC TO MAINTAIN THEIR EXEMPT STATUS. THE SCHOOL ANALYSES TAX POSITIONS IN JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS. BASED ON ITS EVALUATION, THE SCHOOL DID NOT IDENTIFY ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE. FOR THE YEARS ENDED JUNE 30, 2012 AND 2011, THERE WERE NO RELATED INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE SCHOOLS FINANCIAL STATEMENTS. THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO 2008. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| UNREALIZED LOSS ON CASH FLOW HEDGE -2,870,113. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSE 52,419. COST OF GOODS SOLD 644,128. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS PAID 3,821,238. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 644,128. RENTAL EXPENSE 52,419. UNREALIZED CASH FLOW HEDGE LOSS 2,870,113. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS PAID 3,821,238. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | ADVERTISEMENTS ARE PLACED IN THREE NEWSPAPERS SERVING AREAS FROM WHICH STUDENTS ARE RECRUITED. COPIES OF ADVERTISEMENTS ARE ON FILE IN ACCORDANCE WITH REVENUE PROCEDURES 75-70, SECTION 7. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 569786 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 153081 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 416705 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 322911 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 68310 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 68310 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 30264 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 86045 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 86045 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 260192 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 724141 | GrossReceiptsTotal |
| Charitable Contributions Total | 153081 | CharitableContributionsTotal |
| Gross Revenue Total Events | 571060 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 613367 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 613367 | DirectExpenseSummaryEvents |
| Net Income Summary | -42307 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID (175)/TUITION REMISSION (72) | TypeOfGrant |
| Number Of Recipients | 247 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 3821238 | AmountOfNonCashAssistance |
| Method Of Valuation | COST OF ATTENDANCE | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FINANCIAL AID IS AWARDED BASED ON FINANCIAL NEED. FINANCIAL NEED IS DETERMINED FROM A COMPLETED FINANCIAL AID APPLICATION SUBMITTED BY THE FAMILY REQUESTING AID. THE SCHOOL'S FINANCIAL AID COMMITTEE USES A THIRD-PARTY SERVICE TO HELP TO OBJECTIVELY DETERMINE A FAMILY'S ABILITY TO PAY FOR SCHOOL TUITION AND OTHER EDUCATIONAL EXPENSES, BASED ON A PARENTS' FINANCIAL STATEMENT AND ANY ADDITIONAL SUPPORTING DOCUMENTATION FROM THE FAMILY AS MAY BE NEEDED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ANN MARIE KREJCAREK | |||||||||||||
| 333053 | 0 | 55000 | 0 | 31811 | 0 | 21000 | 0 | 18338 | 0 | 459202 | 0 | 0 | 0 |
| PHILIP CORK | |||||||||||||
| 175350 | 0 | 0 | 0 | 6486 | 0 | 10521 | 0 | 11683 | 0 | 204040 | 0 | 0 | 0 |
| PETER GALLO | |||||||||||||
| 162810 | 0 | 0 | 0 | 3451 | 0 | 9769 | 0 | 12225 | 0 | 188255 | 0 | 0 | 0 |
| KATHY VAN VALKENBURG | |||||||||||||
| 130250 | 0 | 0 | 0 | 1086 | 0 | 11723 | 0 | 11683 | 0 | 154742 | 0 | 0 | 0 |
| KILIAN FORGUS | |||||||||||||
| 144130 | 0 | 0 | 0 | 3380 | 0 | 8648 | 0 | 41601 | 0 | 197759 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | CERTAIN KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES RECEIVE A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE FOR THE BENEFIT OF THE SCHOOL. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALM BEACH COUNTY FLORIDA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 596000785 | IssuerEIN |
| CUSIP Number | 696547EX2 | CUSIPNumber |
| Date Issued | 2007-06-14 | DateIssued |
| Issue Price | 36000000 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE O | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 31.300000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 31731 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | SPORTS EQUIPMENT | 2 | 20538 | FAIR MARKET VALUE |
| X | RESIDENCE MAINTENANCE | 1 | 1100 | FAIR MARKET VALUE |
| X | TRAVEL | 1 | 1405 | FAIR MARKET VALUE |
| X | OTHER | 1000 | OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | ALL VOTING BOARD MEMBERS WERE PROVIDED A COPY OF FORM 990 FOR REVIEW PRIOR TO FILING. A COPY OF FORM 990 IS ALSO PROVIDED TO THE SCHOOL'S AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | SCHOOL HAS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH REQUIRES THE BOARD OF TRUSTEES, OFFICERS AND MANAGERS TO REVIEW ANNUALLY THE REQUIREMENTS FOR THIS POLICY. THE BOARD, OFFICERS AND MANAGERS ACKNOWLEDGE ANNUALLY IN WRITING THEIR COMMITMENT TO FOLLOWING THIS POLICY. DETERMINATION OF WHETHER A CONFLICT EXISTS IS MADE BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, OR IF APPEALED BY THE FULL BOARD OF TRUSTEES. TRUSTEES, OFFICERS AND MANAGERS FOUND TO HAVE A CONFLICT OF INTEREST ARE PROHIBITED FROM DELIBERATIONS OR DECISIONS ON THE TRANSACTION. DISCLOSURE OR ACKNOWLEDGEMENT OF A CONFLICT OF INTEREST IS NOTED IN THE MINUTES OF THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 15A | HEADMASTER'S COMPENSATION APPROVED ANNUALLY BY BOARD OF TRUSTEES. CHAIR OF THE BOARD OF TRUSTEES MAKES RECOMMENDATION TO BOARD OF TRUSTEES, USING COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN SIMILAR HEADMASTER POSITIONS IN SIMILARLY SITUATED INDEPENDENT SCHOOLS. THIS PROCESS WAS LAST COMPLETED IN 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON WRITTEN REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -538,340. UNREALIZED LOSS ON CASH FLOW HEDGE -2,870,113. TOTAL TO FORM 990, PART XI, LINE 5: -3,408,453. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT ANDREW'S SCHOOL ENDOWMENT FUND INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 JOG ROAD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33434 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591622670 | EIN |
| Primary Activities | TO HOLD AND INVEST CERTAIN CONTRIBUTIONS AND TRANSFER EARNINGS | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) TYPE 1 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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