2012-05-11T11:52:50-05:00 2011-06-30 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2010-07-01 591147278 EPISCOPAL SCHOOL OF JACKSONVILLE INC EPIS 9043965751 4455 ATLANTIC BOULEVARD JACKSONVILLE FL 32207 STEPHANIE BROWN 9043965751 2012-05-08 1 ROBERT T LOVERICH 9043965831 2010 2016-02-24 21:20:13Z STEPHANIE BROWN 4455 ATLANTIC BOULEVARD JACKSONVILLE FL 32207 24695611 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. 26 26 306 0 0 0 1905572 1945490 15999805 16611816 182972 294961 74418 115945 18162767 18968212 1921720 2228957 0 0 9957521 10320406 0 0 37643 5723825 6151212 17603066 18700575 559701 267637 45517694 46151614 18026324 17393273 27491370 28758341 X THE MISSION OF EPISCOPAL SCHOOL OF JACKSONVILLE IS OT 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 9408253 15949644 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. 9408253 1 1 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 0 1 0 0 0 0 1 0 0 0 0 1 33 0 1 306 1 0 0 0 0 0 1 1 0 0 X 26 26 1 0 1 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 A DELANEY 1.00 X 0 0 0 JOHN W DONAHOO III 1.00 X 0 0 0 THOMAS DONAHOO JR 1.00 X 0 0 0 MICHAEL O GAYLE 1.00 X 0 0 0 GEORGE W GIBBS 1.00 X 0 0 0 MC HARDEN III 1.00 X 0 0 0 SUSAN JANGRO 1.00 X 0 0 0 RICHARD H JONES 1.00 X X 0 0 0 WYNDEL LAPRADE 1.00 X 0 0 0 JANET DAVIS OWEN 1.00 X 0 0 0 JOHN H PHARR 1.00 X 0 0 0 RANDLE P SHOEMAKER 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 X 0 0 0 NIELS P MURPHY 1.00 X 0 0 0 JILL L DAME 1.00 X 0 0 0 CHARLES L GIBBS 1.00 X 0 0 0 ANGELA COREY 1.00 X 0 0 0 THE VERY REVERAND KATHERINE MOOREHE 1.00 X 0 0 0 DALE D REGAN - DECEASED 40.00 X X 230385 0 54724 CH GOEBERTUS 1.00 X 0 0 0 THAD L MCNULTY 1.00 X 0 0 0 THE VERY REVERAND PJ WOODALL 1.00 X 0 0 0 230385 0 54724 2 0 1 0 ELKINS CONTRUCTORS INC 701 WEST ADAMS ST JACKSONVILLE FL 32204 BUILDING GENERAL CONTRACTORS 1826051 SODEXHO 3030 HARTLEY RD JACKSONVILLE FL 32257 CAFETERIA MANAGEMENT SERVICES 706751 AXIOM CONTRACTORS INC 4773 LENOX AVE JACKSONVILLE FL 32205 ROOF REPLACEMENT 178637 WEISER SECURITY SERVICES INC PO BOX 51720 NEW ORLEANS LA 70151 GROUNDS SECURITY SERVICES 152343 4 142785 1802705 62314 1945490 STUDENT FEES 611710 15406480 15406480 CAFETERIA SALES 722210 681178 681178 SWIM PROGRAM 913940 367117 367117 SUMMER SCHOOL TUITION 611710 72342 72342 SUMMER CAMP INCOME 611710 62250 62250 22449 22449 16611816 189595 189595 6264 6264 6264 6264 5451911 400 5346945 104966 400 105366 105366 0 142785 56250 -56250 -56250 477393 324204 153189 153189 OTHER INCOME 611710 12742 12742 12742 18968212 15949644 0 1073078 2228957 2228957 8148949 5085455 3063494 348255 348255 1233163 3185 1229978 590039 374646 215393 33500 33500 7955 7955 116506 116506 80159 33877 46282 986066 794110 170845 21111 156916 147269 9647 1900138 11088 1889050 30213 9198 6823 14192 9829 4791 5038 27283 27283 284147 284147 1586128 1586128 DEPARTMENTAL EXPENSES 470899 470899 MISCELLANEOUS 341083 169609 171474 DUES 41404 39064 2340 GRADUATION 37082 37082 BAD DEBT 26949 26949 14955 11138 3817 18700575 9408253 9254679 37643 6408471 3679464 1068369 121529 1282251 1161707 3918276 4009280 334056 373563 245054 251830 45903321 19593704 23672849 26309617 8588368 10244624 45517694 46151614 1249387 1079604 7517605 7534910 9090000 8605000 38784 169332 134975 18026324 17393273 X 25069324 28668239 2422046 90102 27491370 28758341 45517694 46151614 X 267637 999334 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1291405 1291405 34552064 13256637 21295427 5287462 4468173 819289 4772390 1868894 2903496 26309617 SIRE PARTNERS II OFFSHORE LTD 549127 F ROCKPOINT REAL ESTATE FUND II 109129 F POINTER MANAGEMENT LP 1086740 F VARIOUS OTHER FUNDS 1930352 F LONGLEAF PARTNERS FUNDS 765330 F AMERICAN FUNDS 759802 F UBS FUNDS 4540728 F DAVIS FUNDS 250395 F CALAMOS FUNDS 253021 F 10244624 DUE TO STUDENT ACTIVITIES 134975 134975 18968212 18700575 267637 999334 999334 1266971 20291750 999334 324204 1323538 18968212 0 18968212 19024779 324204 324204 18700575 0 18700575 PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 324,204. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 324,204. 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 IS ALSO AVAILABLE ON THE ADMISSIONS PAGE OF THE SCHOOL WEBSITE. X X X X X GOLF & TENNIS TOURNAMENT 34920 34920 1210 10717 2621 CELEBRATION/AUCTION 107865 107865 15000 9330 740 16632 1 142785 142785 16210 10717 9330 740 19253 56250 -56250 FL 1 0 0 0 1.00000 STEPHANIE BROWN 4455 ATLANTIC BLVD JACKSONVILLE FL 32207 0 0 1 FINANCIAL AID 228 2074475 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 IS NON-REFUNDABLE. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 DALE D REGAN - DECEASED 230385 0 0 0 0 0 32750 0 21974 0 285109 0 98910 0 PART I, LINE 1A PAID HOUSING ALLOWANCE AND SOCIAL CLUB MEMBERSHIP FOR KEY EMPLOYEES. PART I, LINE 4B 457 PLAN FISCAL YEAR $65,000 AND CALENDAR YEAR $32,750. X 3 12799 FAIR MARKET VALUE X AUCTION PRIZES 131 49515 FAIR MARKET VALUE 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: AUCTION ITEMS WERE NOT REPORTED AS REVENUE OR EXPENSES DUE TO THE NATURE OF THE ITEMS. FORM 990, PART VI, SECTION A, LINE 2 JOHN W. DONAHOO, III AND THOMAS DONAHOO, JR. ARE FIRST COUSINS AND ARE BOTH INDIVIDUAL TRUSTEES. FORM 990, PART VI, SECTION A, LINE 4 NAME CHANGED 7/22/11 FROM EPISCOPAL HIGH SCHOOL OF JACKSONVILLE INC. TO EPISCOPAL SCHOOL OF JACKSONVILLE INC. FORM 990, PART VI, SECTION B, LINE 11 CHIEF FINANCIAL OFFICER, HEAD OF SCHOOL AND FINANCE COMMITTEE CHAIR REVIEW ALL INFORMATION IN DETAIL. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 999,334. FORM 990, PART XII, LINE 2C JOHN W. DONAHOO, III AND THOMAS DONAHOO, JR. ARE FIRST COUSINS AND ARE BOTH TRUSTEES. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION INC C 261000