2013-11-13T07:21:16-06:00 2013-06-30 251777567 LOVE SCHERLE & BAUER PC 310 GRANT STREET SUITE 1020 PITTSBURGH PA 152192295 990 2012-07-01 251030682 ST EDMUND'S ACADEMY STED 4125211907 5705 DARLINGTON ROAD PITTSBURGH PA 152171511 NANCY A BERNSTEIN 4125211907 2013-11-04 1 JOSEPH S SCHERLE P00295471 4122818270 2012 2016-02-24 21:20:13Z WILLIAM L KINDLER 5705 DARLINGTON ROAD PITTSBURGH PA 15217 6540864 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. 16 15 109 40 0 0 742224 452942 4875980 4848857 191609 302903 73602 56420 5883415 5661122 967305 1074256 0 0 3085332 3224649 0 0 169335 1336338 1289544 5388975 5588449 494440 72673 11575143 11631590 961347 826377 10613796 10805213 PROVIDING EDUCATION TO YOUTHS 0 0 2323514 4807742 INSTITUTIONAL INSTRUCTION AND RELATED ACTIVITIES TO APPROXIMATELY 287 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH EIGHTH GRADE. 1074256 41115 FINANCIAL AID TO APPROXIMATELY 131 STUDENTS. 679959 MAINTENANCE OF PLANT FACILITIES. 4077729 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 2 0 1 109 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 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 40.00 X X 303526 0 34554 NANCY BERNSTEIN 3.00 X X 0 0 0 JANET HUNT 3.00 X X 0 0 0 CHRIS MCCRADY 3.00 X X 0 0 0 DAVID NICHOLSON 3.00 X X 0 0 0 CYNDY MOSITES 3.00 X X 0 0 0 ERIN FISCHER ACTON 3.00 X 0 0 0 BRYSON DATT 3.00 X 0 0 0 CHRIS FLEISCHNER 3.00 X 0 0 0 THOMAS M HARDIMAN 3.00 X 0 0 0 DEBRA LADLEY 3.00 X 0 0 0 SUSANNA M LEERS 3.00 X 0 0 0 LARA WASHINGTON 3.00 X 0 0 0 JOHN RUDOLF 3.00 X X 0 0 0 WILLIAM P WIDDOES 3.00 X 0 0 0 NANCY WOLFSON 3.00 X X 0 0 0 SUSAN MILLER 40.00 X 132589 0 13545 MCALLISTER DIANA 40.00 X 109003 0 14767 545118 0 62866 3 0 1 0 BRIDGES AND COMPANY INC 209 PINE CREEK ROAD WEXFORD PA 15090 CONSTRUCTION/RENOVATIONS 633355 HIGHMARK 125 WARRENDALE BAYNE ROAD STE 275 WARRENDALE PA 15068 EMPLOYEE HEALTH INSURANCE 247196 METZ & ASSOCIATES TWO WOODLAND DRIVE DALLAS PA 18612 FOOD SERVICE 159512 3 452942 6048 452942 TUITION AND AUXILIARY SERVICES 900099 4766956 4766956 MISCELLANEOUS 900099 81901 81901 4848857 71695 71695 27571 0 27571 27571 27571 1093704 862496 231208 231208 231208 46095 17246 28849 28849 5661122 4848857 0 359323 1074256 1074256 607985 607985 2163911 1649388 420086 94437 57317 52470 4847 178025 156643 19884 1498 217411 138535 70400 8476 6177 6177 27321 27321 22189 21299 890 195579 126859 64819 3901 121388 121388 165326 165326 9642 9479 163 256788 256788 33291 33291 SPECIAL PROGRAMS 137041 137041 ACTIVITIES 93729 71645 22008 76 PTA 40863 1000 39863 TEACHERS DEVELOPMENT 24684 24684 155526 58936 76396 20194 5588449 4077729 1341385 169335 2259550 1679400 11750 8315 103461 7602 148 14756 10686071 5414255 4737718 5271816 4462516 4649701 11575143 11631590 474787 299203 362532 312647 124028 214527 961347 826377 X 6917402 6906003 1458363 1661079 2238031 2238131 10613796 10805213 11575143 11631590 72673 118744 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3502303 100 339065 -92133 -89846 3659489 3502326 57623 99362 -78107 -78901 3502303 2984560 651530 -66518 -67246 3502326 2827362 600 301774 -72221 -72955 2984560 3779054 600 -738560 -106326 -107406 2827362 0 0 1994947 1994947 5914866 3289915 2624951 776464 375921 400543 1999794 1748419 251375 5271816 AGENCY ACCOUNTS 14527 DEFERRED COMPENSATION 200000 214527 X 4722856 118744 17246 135990 4586866 1074256 1074256 5661122 4531439 17246 17246 4514193 1074256 1074256 5588449 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INCOME FROM THE ENDOWMENT IS USED PRINCIPALLY FOR FINANCIAL AID AND FACULTY DEVELOPMENT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 (2010-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: 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 IS NETTED AGAINST TUITION IN AUDITED FINANCIAL STATEMENTS BUT IS INCLUDED AS AN EXPENSE ON FORM 990. PART XII, LINE 2D - OTHER ADJUSTMENTS: 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 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 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 ALL ADVERTISING AND PUBLIC RELATIONS MATERIAL STATE THE SCHOOL'S POLICY OF NON DISCRIMINATION EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE 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. AUCTION 46095 46095 17246 46095 46095 17246 17246 28849 1 FINANCIAL AID TO SPECIFIC SCHOOL STUDENTS 131 1074256 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 154249 0 25000 0 124277 0 18212 0 16342 0 338080 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 $85,716 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.