SAINT MARYS SCHOOL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SAINT MARYS SCHOOL (EIN 56-0532314)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201111339349304061
- Schema version
- 2009v1.2
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T13:27:32-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560532314 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT MARYS SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 9194244125 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Hillsborough Street | AddressLine1 |
| City | Raleigh | City |
| State | NC | State |
| ZIP Code | 27603 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Gripman | Name |
| Title | Business Manager | Title |
| Phone | 9194244123 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | John B Gripman | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Hillsborough Street | AddressLine1 |
| City | Raleigh | City |
| State | NC | State |
| ZIP Code | 27603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15708908 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.sms.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1897 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | Saint Mary's School in Raleigh, North Carolina, is an independent, college-preparatory girls boarding and day school dedicatd to academic excellence and personal achievement for grades 9 - 12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 178 | TotalNbrEmployees |
| Total Nbr Volunteers | 363 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2428634 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7093006 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8212066 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8197135 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 164052 | InvestmentIncomePriorYear |
| Investment Income Current Year | 33689 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 39769 | OtherRevenuePriorYear |
| Other Revenue Current Year | 73724 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10844521 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15397554 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1103713 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1240853 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 294063 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5816709 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 46013 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 748945 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11135467 | OtherExpensePriorYear |
| Other Expenses Current Year | 4788940 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12533243 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11892515 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1688722 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3505039 | RevenuesLessExpensesCY |
| Total Assets BOY | 51324811 | TotalAssetsBOY |
| Total Assets EOY | 55589214 | TotalAssetsEOY |
| Total Liabilities BOY | 19870986 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19777835 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31453825 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35811379 | NetAssetsOrFundBalancesEOY |
| Mission Description | Saint Mary's School in Raleigh, North Carolina, is an independent, college-preparatory girls boarding and day school dedicated to academic excellence and personal achievement for grades 9 - 12. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6378243 | Expense |
| Grants | 1240853 | Grants |
| Revenue | 5518431 | Revenue |
| Description | Educational activities and related academic support and aid for 277 students. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 953072 | Expense |
| Grants | 0 | Grants |
| Revenue | 2524894 | Revenue |
| Description | Saint Mary's provides a boarding program for students and faculty and other auxiliary services to further academic achievement. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 7331315 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 1 | 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 | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 80 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 178 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | 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 | 0 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saint Mary's School | BusinessNameLine1 |
| Business Name Line2 | John B Gripman | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9194244123 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Hillsborough Street | AddressLine1 |
| City | Raleigh | City |
| State | NC | State |
| ZIP Code | 27603 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| W Trent Ragland III | |||||||
| Chairman | 0 | X | 0 | 0 | 0 | ||
| William G Taylor | |||||||
| Vice Chairman | 0 | X | 0 | 0 | 0 | ||
| Kathryn Scott Long | |||||||
| Secretary | 0 | X | 0 | 0 | 0 | ||
| R Marks Arnold | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Blanche Robertson Bacon | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Theodore D Bratton | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Mary Louise Bizzell Burress | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Elizabeth Stewart Long | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Kathryn Scott Long | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Dabney Johnston Mann | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Lanier Brown May | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Thomas H McGuire Jr | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| John F Nash | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| William V Nutt Jr | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Louis Oats | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Robert C Paschal | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| W Trent Ragland III | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Paul D Reynolds III | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Frances Schultz | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Peter M Scott III | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Penny Gillam Sermons | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Tracey Fodor Smith | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Margery Johnson Springer | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| William G Taylor | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Edwin L Walker | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Lauren Jones Worth | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Louise Johnson Clement | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Angelyn Thomas Bridges | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Mary Clara Capel | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Anna DuBose Doughton | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Theo Wilkes Coonrod | |||||||
| Head of School | 40 | 146663 | 0 | 95201 | X | ||
| John B Gripman | |||||||
| Business Manager | 40 | 109328 | 0 | 3945 | X | ||
| Sylvia Rodriguez | |||||||
| Dean of Academics | 40 | 110548 | 0 | 15503 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 366539 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 114649 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Brock and Company Inc | |||||
| 257 Great Valley Parkway | Malvern | PA | 19355 | Food Service | 590029 |
| IBM | |||||
| PO Box 643600 | Pittsburgh | PA | 15264 | Leasing Tablets | 269227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 70000 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 7023006 | AllOtherContributions |
| Noncash Contributions | 744767 | NoncashContributions |
| Total Contributions | 7093006 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition & Fees | 900099 | 5518431 | 5518431 | 0 | $0 |
| Housing | 900099 | 1349098 | 1349098 | 0 | $0 |
| Food Service | 900099 | 1017741 | 1017741 | 0 | $0 |
| Gift Shop | 900099 | 52928 | 50248 | 0 | $2,680 |
| Sports & Other Camps | 900099 | 105127 | 105127 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 153810 | TotalRevenueColumn |
| Related Or Exempt Function Income | 153810 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8197135 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 111140 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $111,140 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 170057 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 247508 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -77451 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -77451 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$77,451 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 137570 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 70000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 63846 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73724 | TotalRevenueColumn |
| Related Or Exempt Function Income | 73724 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15397554 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8268179 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $36,369 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1240853 | Total |
| Program Services | 1240853 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 366539 | Total |
| Management And General | 366539 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4438319 | Total |
| Program Services | 3218450 | ProgramServices |
| Management And General | 768024 | ManagementAndGeneral |
| Fundraising | 451845 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168916 | Total |
| Program Services | 165208 | ProgramServices |
| Fundraising | 3708 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 443011 | Total |
| Program Services | 443011 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 399924 | Total |
| Program Services | 233845 | ProgramServices |
| Management And General | 133321 | ManagementAndGeneral |
| Fundraising | 32758 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4998 | Total |
| Management And General | 4998 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31283 | Total |
| Management And General | 31283 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46013 | Total |
| Fundraising | 46013 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149187 | Total |
| Management And General | 149187 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130462 | Total |
| Program Services | 65561 | ProgramServices |
| Management And General | 64901 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201958 | Total |
| Program Services | 96732 | ProgramServices |
| Management And General | 1980 | ManagementAndGeneral |
| Fundraising | 103246 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 388186 | Total |
| Program Services | 185202 | ProgramServices |
| Management And General | 109019 | ManagementAndGeneral |
| Fundraising | 93965 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206144 | Total |
| Program Services | 197302 | ProgramServices |
| Management And General | 7042 | ManagementAndGeneral |
| Fundraising | 1800 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407609 | Total |
| Program Services | 407609 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62229 | Total |
| Program Services | 45108 | ProgramServices |
| Management And General | 14279 | ManagementAndGeneral |
| Fundraising | 2842 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 810335 | Total |
| Management And General | 810335 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 979840 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 979840 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93730 | Total |
| Program Services | 18746 | ProgramServices |
| Management And General | 74984 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Meals | 562693 | 554428 | 7635 | 630 |
| Repairs & Replacements | 156522 | 31304 | 125218 | |
| Program Expenses | 343801 | 326319 | 5344 | 12138 |
| Building, Grounds & Maintenance | 129817 | 18556 | 111261 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130146 | Total |
| Program Services | 83081 | ProgramServices |
| Management And General | 47065 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11892515 | Total |
| Program Services | 7331315 | ProgramServices |
| Management And General | 3812255 | ManagementAndGeneral |
| Fundraising | 748945 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1420 | BOY |
| EOY | 1420 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4920782 | BOY |
| EOY | 6992563 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3581573 | BOY |
| EOY | 4170297 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122362 | BOY |
| EOY | 105994 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1347688 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112430 | BOY |
| EOY | 110667 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69398 | BOY |
| EOY | 110780 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 37834625 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12491838 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25991406 | BOY |
| EOY | 25342787 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15580940 | BOY |
| EOY | 15242601 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 475352 | BOY |
| EOY | 860411 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469148 | BOY |
| EOY | 1304006 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51324811 | BOY |
| EOY | 55589214 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1220224 | BOY |
| EOY | 1801293 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17455000 | BOY |
| EOY | 16885000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248000 | BOY |
| EOY | 228000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 947762 | BOY |
| EOY | 863542 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19870986 | BOY |
| EOY | 19777835 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1438072 | BOY |
| EOY | 2756961 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10401860 | BOY |
| EOY | 13415577 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19613893 | BOY |
| EOY | 19638841 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31453825 | BOY |
| EOY | 35811379 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51324811 | BOY |
| EOY | 55589214 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13796801 | BeginningOfYearBalance |
| Contributions | 338802 | Contributions |
| Investment Earnings Or Losses | 1125556 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 90881 | GrantsOrScholarships |
| Other Expenditures | 114523 | OtherExpenditures |
| Administrative Expenses | 149187 | AdministrativeExpenses |
| End Of Year Balance | 14906568 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19385244 | BeginningOfYearBalance |
| Contributions | 374452 | Contributions |
| Investment Earnings Or Losses | -4539503 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 749391 | GrantsOrScholarships |
| Other Expenditures | 520227 | OtherExpenditures |
| Administrative Expenses | 153774 | AdministrativeExpenses |
| End Of Year Balance | 13796801 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.026 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.964 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 217476 | OtherCostOrOtherBasis |
| Book Value | 217476 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 30524334 | OtherCostOrOtherBasis |
| Depreciation | 9402862 | Depreciation |
| Book Value | 21121472 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2734633 | OtherCostOrOtherBasis |
| Depreciation | 1519406 | Depreciation |
| Book Value | 1215227 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4358182 | OtherCostOrOtherBasis |
| Depreciation | 1569570 | Depreciation |
| Book Value | 2788612 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25342787 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 860411 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 860411 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Notes Receivable Endowed Loan | 252514 |
| Bond Financing Issue Costs | 138573 |
| Beneficial Interest in Trust | 912919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1304006 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuities | $31,079 |
| Note Payable to the Endowment | $252,514 |
| Advances & Deposits | $579,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 863542 | TotalOfAmounts |
| Total Revenue | 15397554 | TotalRevenue |
| Total Expenses | 11892515 | TotalExpenses |
| Excess Or Deficit For Year | 3505039 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1323973 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$471,458 | OtherAmount |
| Total Adjustments | 852515 | TotalAdjustments |
| Excess Or Deficit Per FS | 4357554 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15389155 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1323973 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -1240853 | OtherRevenues |
| Revenue Not Rptd F990 | 83120 | RevenueNotRptdF990 |
| Revenue Subtotal | 15306035 | RevenueSubtotal |
| Investment Expenses Not Included | 149187 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -57668 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 91519 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15397554 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10669561 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | -1240853 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -1240853 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11910414 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 149187 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -167086 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -17899 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11892515 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Endowed funds may be restricted to a purpose designated by the donor(s) that is consistent with the School's mission, goals and programs, subject to the approval by the Board of Trustees. When the donor(s) does not restrict the use of a named fund, the Head of School and the Board Chair have discretion in allocating these funds. Uses of funds include: financial aid, building maintenance, faculty development, and student support services. |
| SchD_P10_S00_L00 | Schedule D, Part X | Not applicable. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Unrealized loss on cash flow hedge (-362,040) plus FS reclass between gifts & institutional support (-109,418) |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Student aid |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Auction expense (-63,846) + Misc adj (6,178) |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Student aid |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Fundraising Event (Auction): <$63,846>; Reclass entry between gifts and grants and institutional support (impairment of Williams Trust): <$110,001>; Unallocated difference so that net assets will rollforward from 2009 to 2010 - run throrough institutional account: $6,761 |
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 |
| Pub Via Broadcast Media Expln | The nondiscriminatory policy statement is: "Saint Mary's School is an independent, college preparatory, day and boarding school for young women in grades 9-12. We admit girls of any race, color, religion, or national or ethnic origin." The statement is included in ads in the Raleigh News & Observer, routinely 3 or 4 times prior to each visitation day, which occur 4 times a year. | PubViaBroadcastMediaExpln |
| 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 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
| All States | All States | AllStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction | NameOfEvent1 |
| Gross Receipts Event1 | 207570 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 70000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 137570 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 5800 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 8750 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 9812 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 26040 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 13444 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 207570 | GrossReceiptsTotal |
| Charitable Contributions Total | 70000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 137570 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 5800 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 8750 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 9812 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 26040 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 13444 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 63846 | DirectExpenseSummaryEvents |
| Net Income Summary | 73724 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Scholarship - Merit Based | 69 | 477884 |
| Scholarship - Need Based | 66 | 762969 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Merit Based Scholarship: limited merit aid opportunities to students who have demonstrated high academic achievement, exemplary leadership, and strong citizenship within the community. In order to be eligible for merit aid, students must have a weighted 3.5 or higher on a 4.0 GPA scale at their current school and score within the top 25% on the SSAT. Merit aid is renewed each year if the recipient earns a weighted 3.0 or higher GPA and remains in good standing at Saint Mary's School. Need Based Scholarship: are given to students with demonstrated need who would not otherwise have been able to afford Saint Mary's School. All need-based financial aid awards are reviewed annually. Applicants and returning students who are interested in need-based financial aid must apply each year with current financial information by the published deadlines. Tuition Remission: for the daughters and stepdaughters of all benefited employees of the School for 50% of the tuition charges at Saint Mary's School. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Theo Wilkes Coonrod | |||||||||||||
| 146663 | 0 | 0 | 0 | 0 | 0 | 44324 | 0 | 50877 | 0 | 241864 | 0 | 186906 | 0 |
| John B Gripman | |||||||||||||
| 109328 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3945 | 0 | 113273 | 0 | 0 | 31951 |
| Sylvia Rodriguez | |||||||||||||
| 110548 | 0 | 0 | 0 | 0 | 0 | 5818 | 0 | 27579 | 0 | 143945 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | Head of School is provided a personal residence on campus. Head of School is also provided a cleaning service for her personal residence. Her residence is used for many school functions in addition to serving as her personal residence. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NC Capital Facilities Finance Agency | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 561592154 | IssuerEIN |
| CUSIP Number | 65819GCZ9 | CUSIPNumber |
| Date Issued | 2006-09-20 | DateIssued |
| Issue Price | 18000000 | IssuePrice |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 18928988 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Amount Defeased | 0 | AmountDefeased |
| Amount Unspent | 0 | AmountUnspent |
| Issuance Costs From Proceeds | 144846 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 18784142 | CapitalExpenditures |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | 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 |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 1 | 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 | Wells Fargo | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 15 | TermOfHedge |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | Louise Mann Clement | NameOfInterestedPerson |
| Relationship With Organization | Daughter of Board of Trustee Member | RelationshipWithOrganization |
| Amount Of Grant | 1500 | AmountOfGrant |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | David Coonrod | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Spouse of Head of School | Relationship |
| Amount Of Transaction | 651 | AmountOfTransaction |
| Description Of Transaction | School Van Driver | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 34 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 744766 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| 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 (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L08b | Form 990, Part VI, Section A, Line 8b | Board of Trustee meetings are documented through minutes taken; minutes are not taken for the individual committee meetings. |
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | Completed form 990 was electronically provided to the Finance Committee of the BOT for their review, and then discussion at their committee meeting on 05/04/11. The return was edited per comments received. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | BOT members annually sign a Conflict of Interest Policy document and discuss conflict of interest throughout the year as circumstances change. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The process for determining compensation involves compilation of benchmark data and review of the impact on the financial budget which results in recommendations presented to the Board of Trustees for their approval. Last review of compensation of all individuals reported was 2009. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The School provides its governing documents, conflict of interest policy and financial statements to the public upon request. The list of Board of Trustees is available to the public on the School's web site. |
| SchK_P01_S00_L00f | Schedule K, Part I, Column f | Purpose of Bonds: providing funds, together with any other available funds to: (a) pay the costs of the (i)acquisition, construction, renovation and equipping of Smedes Hall, including, without limitation, the modernization of dormitory rooms and the addition of a state-of-the art student center, (ii) acquisition and construction of improvements to the Schools' infrastructure, including a new chilled water system, HVAC system and electrical grid, (iii) acquisition, construction and equipping of new townhomes for faculty and living on campus and (iv) construction of a new athletic field. |
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