2026-04-29T12:52:12-05:00 2025-06-30 450250958 Eide Bailly LLP 2950 E Harmony Rd Ste 290 Fort Collins CO 805283429 990 2024-07-01 846049400 St Anne's Episcopal School Inc STAN 3037569481 2701 S York St Denver CO 80210 Christopher Bennett CFO 3037569481 2026-04-28 1 1 Kyle Fritch CPA P01313374 9702238825 2026-04-28 2024 2025-03-06 01:10:19Z Christopher Cox 2701 S York St Denver CO 80210 19727058 0 X www.St-Annes.org X 1967 CO To cultivate curious and compassionate learners, inspired to serve and enrich our world. 16 16 140 150 0 0 3727956 1646597 12581607 13625910 1302756 3068830 -30108 125623 17582211 18466960 1458590 1599459 0 0 9991810 10672427 0 0 859450 4387560 4806261 15837960 17078147 1744251 1388813 57365886 61355581 2258247 3295199 55107639 58060382 St. Anne's Episcopal School is a PK-8 independent school dedicated to fostering academic excellence, character development, and a strong sense of community, guided by our core values of community, curiosity, faith, compassion, and humility. 0 0 13628559 1599459 13625910 St. Anne's Episcopal School operates a coeducational independent day school serving students in preschool through grade 8, with enrollment of approximately 440 students. The school's mission is to provide a balanced education that supports students' academic achievement and the development of character, ethical decision-making, and community responsibility. The school provides instruction in core academic subjects as well as programs in athletics, visual and performing arts, and experiential learning. Educational programs are delivered on the school's 7.5-acre campus in Denver, Colorado, and through activities at a 15.5-acre experiential education facility located in the foothills outside the city. 13628559 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 1 0 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 140 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Christopher Bennett 3037569481 2701 S York St Denver CO 80210 David Chung President 4.00 X X 0 0 0 Kimberly Neckers Treasurer 4.00 X X 0 0 0 Nicole Lindberg Secretary 4.00 X X 0 0 0 Emily Barrett Trustee 4.00 X 0 0 0 Megan Cannizzaro Trustee 4.00 X 0 0 0 Jeff Elsner Trustee 4.00 X 0 0 0 Molly Engles Trustee 4.00 X 0 0 0 William Howard Trustee 4.00 X 0 0 0 Mark Jenkins Trustee 4.00 X 0 0 0 Heather Lew Trustee 4.00 X 0 0 0 Mike Neary Trustee 4.00 X 0 0 0 Annie Weinig Trustee 4.00 X 0 0 0 Ali Boyd Trustee 4.00 X 0 0 0 Vicki Puchi Trustee 4.00 X 0 0 0 Amit Sabharwal Trustee 4.00 X 0 0 0 Tyler Downs Trustee 4.00 X 0 0 0 Christopher Cox Head of School 40.00 X 337184 0 75693 Christopher Bennett Chief Financial Officer 40.00 X 176942 0 30841 Lori Frank Assistant Head of School 40.00 X 182208 0 30072 Jennifer Ruport Director of Dev (thru Dec) 40.00 X 142430 0 11293 Timothy Seitz- Director of Facilities (thru Dec) 40.00 X 131113 0 28259 Patricia Narakja Teacher 40.00 X 129439 0 22285 Glen Worthing Director of Technology 40.00 X 127607 0 27668 Richard Sigler Teacher 40.00 X 123849 0 21755 1350772 0 247866 16 0 1 0 Sodexo PO Box 360170 Pittsburgh PA 15262 Food and custodial services 977449 Eide Bailly 7001 E Belleview Ave 700 Denver CO 80237 Auditing and tax services 179638 CCS Presentation Systems 700 W Mississippi Ave Denver CO 80223 Sound system installation 162234 Community Counseling Service PO Box 824885 Philapelphia PA 19182 Capital campaign consulting 158000 4 21031 1625566 20986 1646597 Tuition and Fees 900099 13308851 13308851 Auxiliary and Other 900099 239625 239625 77434 77434 13625910 1696272 1696272 2592694 1220136 1372558 1372558 1372558 72150 23859 48291 48291 93435 16103 77332 77332 18466960 13625910 0 3194453 1599459 1599459 919720 272355 556815 90550 6818269 5800140 819441 198688 561616 478236 66298 17082 1749336 1440827 248902 59607 623486 495836 104946 22704 134215 134215 71653 71653 344912 20049 324863 176368 64397 111971 178744 51554 124105 3085 200568 158840 34306 7422 981929 844459 131578 5892 1071883 921820 143632 6431 Education Expense 671629 671629 Lunch Program 654654 654654 Professional Developmen 258987 205106 44298 9583 Dues & Subscriptions 42482 33644 7266 1572 18237 18237 17078147 13628559 2590138 859450 5048839 7676041 102509 1768804 39157 106894 302569 26076559 14579621 11514574 11496938 31655312 33774966 3416088 3948747 3752866 4117163 57365886 61355581 789966 982685 1412885 2149047 55396 163467 2258247 3295199 X 47343878 49773439 7763761 8286943 55107639 58060382 57365886 61355581 X 1388813 1167330 396600 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32852632 256123 3358068 1192600 35274223 33147640 375362 3998532 1118400 3550502 32852632 30145884 1369729 3393421 1761394 33147640 35953667 1296707 -5544974 1559516 30145884 27432604 2142498 7730866 1352301 35953667 0.87740 0.09050 0.03210 0 0 170750 170750 22527808 12436056 10091752 3242283 2143565 1098718 135718 135718 11496938 Private Debt and Hedged Equity 2358940 F Hedged Equity 1589807 F 3948747 Beneficial Interest in Perpetual Tr 3953696 Right of Use Lease Asset 163467 4117163 Operating Lease Liability 163467 163467 X 18359778 1167330 -1202859 -35529 18395307 71653 71653 18466960 15407035 0 15407035 71653 1599459 1671112 17078147 Part V, Line 4: The School's endowment consists of individual funds established by donors to provide annual funding for scholarships and general operations of the school. The Endowment also includes certain net assets without donor restrictions that have been designated for endowment by the Board of Trustees and may also be used to support the general operations of the school. Part X, Line 2: Management believes that the School has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The School would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 2d - Other Adjustments: Scholarships reported in expenses for 990 purposes -1,599,459. Change in value of beneficial interest in perpetual trust 396,600. Part XII, Line 4b - Other Adjustments: Scholarships reported in expenses for 990 purposes 1,599,459. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 Publicized in newspapers and included in both written and verbal communications to applicants. Central America and the Caribbean 0 0 Investments 4916602 0 0 0 0 0 0 4916602 0 4916602 1 0 0 0 0 0 72150 23859 1 1.00000 72150 23859 23859 48291 CO 1 0 0 0 1.00000 Kristen Bennett 2701 S York St Denver CO 80210 0 Megan Cannizaro 0 Record keeping and managing of activities X 1 48291 1 Scholarships 78 1599459 Part I, Line 2: Scholarships are awarded based on need and monitored over the course of the year. X X X X 0 0 0 0 0 0 0 0 0 Christopher Cox Head of School 337184 0 0 0 0 0 27600 0 49680 0 414464 0 0 0 Lori Frank Assistant Head of School 182208 0 0 0 0 0 18242 0 13417 0 213867 0 0 0 Christopher Bennett Chief Financial Officer 176942 0 0 0 0 0 14597 0 17831 0 209370 0 0 0 Timothy Seitz- Director of Facilities (thru Dec) 131113 0 0 0 0 0 12010 0 17429 0 160552 0 0 0 Glen Worthing Director of Technology 127607 0 0 0 0 0 12020 0 16796 0 156423 0 0 0 Jennifer Ruport Director of Dev (thru Dec) 142430 0 0 0 0 0 11293 0 1282 0 155005 0 0 0 Patricia Narakja Teacher 129439 0 0 0 0 0 10166 0 13284 0 152889 0 0 0 Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the board Treasurer, Chief Financial Officer and Head of School and makes available for the finance committee to review before it is finalized. This information is then reported to the board of trustees to accept the filing. Form 990, Part VI, Section B, line 12c Trustees, faculty and staff review the appropriate conflict of interest policy annually and complete a conflict of interest disclosure statement. Potential conflicts are required to be reported to an officer of the board as they occur. Matters requiring discussion are brought to the full board for resolution. The individual involved in the transaction is recused from voting on the matter. Form 990, Part VI, Section B, line 15 Salary for the head of school is determined by the Executive Committee of the board of trustees, comprised of the board Chair, Secretary and Treasurer. This committee reviews data gathered by the Chief Financial Officer comparing head of school salaries within ACIS and NAIS. They set the salary and the head of school is given a contract that is revised every three to four years. The Committee on Trustees prepares an annual evaluation of the head of school. When a member of senior management is hired, the salary is set by the Chief Financial Officer and the Head Of School based on salary data from ACIS and NAIS. These salaries are reviewed tri-annually. If the position being hired is the Chief Financial Officer, the Chair of the Finance Committee and the Board President play a role in the hiring process. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements are made available to the public upon request. Form 990, Part XI, line 9: Change in value of beneficial interest in perpetual trust 396,600. Form 990, Page 12, Part XII, Line 2c: The board of trustees assumes responsibility for the oversight of the audit. The independent auditors are recommended to the board of trustees by the school's finance committee. The independent auditors meet with both the board and the finance committee at least once annually to review the audit process and results. There has been no change to these procedures since the prior year.