Director of Finance

2011-05-13T11:32:34-05:00 2010-06-30 BARRACLOUGH & ASSOCIATES PC PO BOX 1847 SANTA FE NM 87504 990 2009-07-01 850165745 Santa Fe Preparatory School SANT 5059821829 1101 Camino de la Cruz Blanca Santa Fe NM 875050396 Bruce Sachs Director of Finance 5059821829 2011-05-13 1 Rhonda Williams 5059833387 2009 2016-02-24 21:20:13Z JAMES LEONARD 1101 Camino de la Cruz Blanca Santa Fe NM 875050396 7830778 0 X WWW.SFPREP.oRG X 1961 NM PRIVATE SCHOOL 19 19 171 20 0 0 817030 867890 6308799 6317527 195452 167725 80030 91487 7401311 7444629 0 0 4777763 4924826 0 214917 2995403 2683731 7773166 7608557 -371855 -163928 20502101 21111971 5591425 5500956 14910676 15611015 Santa Fe Preparatory School is an independent co-educational college preparatory day school, grades seven through twelve, dedicated to educational excellence. 0 0 6087857 6317527 The school provided a college preparatory education to 346 students in grades seven through twelve. 6087857 1 1 0 0 0 0 1 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 37 0 1 171 1 0 0 0 0 0 1 1 0 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 0 0 X X bruce sachs director of finance 5059821829 1101 Camino DE LA Cruz Blanca Santa Fe NM 875050396 Carol Romero-Wirth Chair 10.00 X X 0 0 0 Melissa Cicci Vice Chair 2.00 X X 0 0 0 Stacy Quinn Secretary 2.00 X X 0 0 0 Ernie Romero Treasurer 2.00 X X 0 0 0 Mark Alexander Board Member 2.00 X 0 0 0 Marc Bertram Board Member 2.00 X 0 0 0 Kelsey Daly Brown Board Member 2.00 X 0 0 0 Frieda Simons Burnes Board Member 2.00 X 0 0 0 Sally Corning Board Member 2.00 X 0 0 0 Jeff P Croy Board Member 2.00 X 0 0 0 Andrew Davis Board Member 2.00 X 0 0 0 Andy Duettra Board Member 2.00 X 0 0 0 Liz Lawrence Board Member 2.00 X 0 0 0 Diana Lowe Board Member 2.00 X 0 0 0 Joe McClaugherty Board Member 2.00 X 0 0 0 Suzanne Moss Trustee Emerita 2.00 X 0 0 0 Kimberly Stertzer Board Member 2.00 X 0 0 0 Hunter Temple Board Member 2.00 X 0 0 0 Warren Thompson Trustee Emeritus 2.00 X 0 0 0 James Leonard Head of School 50.00 X 155191 0 127240 Bruce Sachs Director of Finance 50.00 X 85055 0 12840 240246 0 140080 1 0 1 0 0 21640 13380 832870 76445 867890 tuition and fees 611600 6300015 6300015 TICKET SALES 611600 13087 13087 other EARNED REVENUES 611600 4425 4425 6317527 145008 145008 7515 7515 22585 22585 22585 22585 372761 350044 22717 22717 22717 97492 13380 36105 61387 61387 7444629 6317527 0 259212 364783 364783 3695808 3055410 488225 152173 182019 151096 23666 7257 365860 288459 63546 13855 316356 241439 63320 11597 817 817 19517 19517 7466 7466 68800 60921 2054 5825 31660 3996 26384 1280 111479 80406 28732 2341 45815 11385 31100 3330 104534 104534 10604 10192 412 40727 23479 13785 3463 604 604 490756 490756 92151 18194 73957 FINANCIAL AID 823527 823527 TEXTBOOKS 178033 178033 SUPPLIES 172599 148943 20103 3553 MAINTENANCE & REPAIRS 108590 108590 PUBLICATIONS 71141 38873 26106 6162 304911 249624 51206 4081 7608557 6087857 1305783 214917 138230 178273 2704852 2529707 498342 294203 2855658 2689490 82100 84972 94328 67697 14886720 5258814 9796599 9627906 3673151 4402992 235852 700204 9597 9081 413392 527446 20502101 21111971 619096 659398 4777025 4555558 195304 286000 5591425 5500956 X 9882512 9585072 491508 425597 4536656 5600346 14910676 15611015 20502101 21111971 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12550 12550 0 4599568 222758 159678 150000 4832004 4446603 271951 118939 237925 4599568 1.00000 0 0 18705 760107 778812 11949078 3543467 8405611 210858 7253 203605 1093689 853987 239702 854283 854107 176 9627906 DEFERRED COMPENSATION 286000 286000 7444629 7608557 -163928 864267 864267 700339 8346270 864268 1872 36105 902245 7444025 604 604 7444629 7645930 1872 36105 37977 7607953 604 604 7608557 Part V, Line 4: Description of Intended Use of Endowment Funds: Endowment funds are to be used to produce present and future returns to be expended or added to principal. The school currently has 22 specifically directed funds that benefit the school and its operations, provide funds for faculty development and recognition, and provide funds for student financial aid. Part XI, Line 8 - Other Adjustments: UNREALIZED GAIN INVESTMENTS Part XII, Line 2d - Other Adjustments: Special events expenses netted against income Part XII, Line 4b - Other Adjustments: imputed interest on employee loans Part XIII, Line 2d - Other Adjustments: Special Events expenses netted against income Part XIII, Line 4b - Other Adjustments: imputed interest on employee loans 1 1 1 All informational packages and promotional advertising reflect A RACIALLY NONDISCRIMINATORY POLICY. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Gala 80838 6840 73998 2060 13800 12768 GOLF TOURNAMENT 18320 6540 11780 515 6527 1 11714 11714 135 300 110872 13380 97492 515 8587 13935 13068 36105 61387 X 1 1 X X X 0 0 0 0 0 0 0 0 0 James Leonard 155191 0 0 0 0 0 99753 0 27487 0 282431 0 0 0 James Leonard HEAD OF SCHOOL TUITION REDUCTION Amount $ 22822. X 3 12600 FMV X 27 THRIFT STORE VALUE X 3575 THRIFT STORE VALUE X 6 58064 FMV on stock market X PROGRAM SUPPLIES 3 743 THRIFT STORE VALUE X EQUIPMENT 2 1300 THRIFT STORE VALUE X FOOD 1 135 WHOLESALE VALUE 5 0 1 0 Form 990, Part VI, Section B, line 11 The President of the Board, the Head of the School and the Finance Chairman review the 990 prior to filing with the IRS. Form 990, Part VI, Section B, line 15a The school has a salary scale and looks to benchmarks from other ISAS and NAIS schools in determining compensation. Form 990, Part VI, Section C, line 19 Information is mailed out or available to be picked up at the school upon request. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.