2023-05-15T11:29:24-05:00 2022-06-30 204989621 VERDEJA DE ARMAS TRUJILLO ALVAREZ LLP 255 ALHAMBRA CIR STE 630 CORAL GABLES FL 331347417 990 2021-07-01 590942383 SAINT ANDREW'S SCHOOL OF BOCA RATON INC 2383 5612102032 3900 JOG ROAD BOCA RATON FL 33434 ETHAN SHAPIRO HEAD OF SCHOOL 5612102032 2023-05-15 1 ETHAN SHAPIRO XXX-XX-XXXX OCTAVIO A VERDEJA P00640853 3054463177 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X ETHAN SHAPIRO 3900 JOG ROAD BOCA RATON FL 33434 78087340 0 X WWW.SAINTANDREWS.NET X 1961 FL FOUNDED IN 1961, SAINT ANDREW'S SCHOOL IS A NATIONALLY RECOGNIZED PRE-K THROUGH GRADE 12, DAY AND BOARDING, COLLEGE PREPARATORY SCHOOL IN BOCA RATON, FLORIDA. THE SCHOOL OFFERS A RIGOROUS, PRIVATE SCHOOL CURRICULUM THAT FOSTERS CREATIVE THINKING, OPPORTUNITIES TO ACHIEVE BALANCE, AND EXPERIENCES THAT BUILD STRONG CHARACTER. THE SCHOOL SERVES OVER 1,300 STUDENTS FROM OVER 40 COUNTRIES OF MULTIPLE FAITHS AND CULTURES. 19 17 489 306 30212 5042 3131013 18752334 45050731 48950039 3138378 1740478 410401 4063134 51730523 73505985 7300625 6988455 0 0 26092678 27290359 0 0 2136557 18075516 16878151 51468819 51156965 261704 22349020 98372123 114146495 63882973 60196423 34489150 53950072 SAINT ANDREW'S SCHOOL IS AN INDEPENDENT SCHOOL FOUNDED IN THE EPISCOPAL TRADITION. OUR MISSION IS TO BUILD A COMMUNITY OF LEARNERS, PROVIDE EXCELLENCE IN EDUCATION, AND NURTURE EACH STUDENT IN MIND, BODY, AND SPIRIT. 0 0 39129891 6988455 47587606 SAINT ANDREW'S HAS DEVELOPED A TOP COLLEGE PREPARATORY CURRICULUM, INCLUDING HONORS, ADVANCED PLACEMENT (AP), AND INTERNATIONAL BACCALAUREATE (IB) COURSES. OUR STUDENTS IN GRADES PRE-K-12 ARE CHALLENGED TO THINK CRITICALLY AND SOLVE PROBLEMS THROUGH A CARING AND WORLD-CLASS FACULTY WHILE LEARNING IN A COLLABORATIVE ENVIRONMENT SAFE FOR RISK-TAKING. WE OFFER STUDENT ACTIVITIES, ATHLETICS, SUMMER AND AUXILIARY PROGRAMMING, AS WELL AS STUDENT AND FACULTY HOUSING ON OUR 81-ACRE CAMPUS. 1702636 2160043 AUXILIARY SERVICES - SCHOOL PUBLICATIONS, NEWSPAPER & YEARBOOK - AUXILIARY FACILITIES USAGE - SCHOOL STORE 40832527 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 56 1 1 489 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 17 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X HOLLY PRATT 5612102031 3900 JOG ROAD BOCA RATON FL 33434 MICHAEL W GOODMAN CHAIR 3.00 X X 0 0 0 KENNETH BLATT VICE CHAIR 3.00 X X 0 0 0 GLENN ALBA TREASURER 3.00 X X 0 0 0 WILLIAM FLEMING SECRETARY 3.00 X X 0 0 0 MICHAEL F ZAMMIELLO ASSISTANT SECRETARY 3.00 X X 0 0 0 CAREN SNEAD WILLIAMS MEMBER-AT-LARGE 1.00 X X 0 0 0 JASON JENNINGS MEMBER-AT-LARGE 1.00 X X 0 0 0 KENNETH CHARLES TRUSTEE 1.00 X 0 0 0 GITA COSTA TRUSTEE 1.00 X 0 0 0 NICOLE GOLDBERG TRUSTEE 1.00 X 0 0 0 CYMONIE S ROWE HINKEL TRUSTEE 1.00 X 0 0 0 GEORGE N MATTSON TRUSTEE 1.00 X 0 0 0 BRIAN SCHMIER TRUSTEE 1.00 X 0 0 0 DR STEVEN M SHAPIRO TRUSTEE 1.00 X 0 0 0 CHRIS W SHUMWAY TRUSTEE 1.00 X 0 0 0 THE RIGHT REVEREND PETER EATON EX OFFICIO 1.00 X 0 0 0 HARRIS G NEWMAN EX OFFICIO 1.00 X 0 0 0 KATHLEEN ASSAF TRUSTEES EMERITI 1.00 X 0 0 0 DR ALBERT S COHEN TRUSTEES EMERITI 1.00 X 0 0 0 MARILYN MAYER TRUSTEES EMERITI 1.00 X 0 0 0 GARY PETERS TRUSTEES EMERITI 1.00 X 0 0 0 ETHAN SHAPIRO HEAD OF SCHOOL 50.00 X 505730 0 38830 HOLLY PRATT CHIEF FINANCIAL OFFICER 50.00 X 232934 0 77581 GREGORY GOOD HEAD OF THE US 50.00 X 199705 0 20888 FELICIA SMITH DIR OF INSTITUTIONAL ADV 50.00 X 205348 0 17097 ELIAS BASSIL CHIEF INFORMATION OFFICER 50.00 X 158079 0 31908 ALEXANDRA TOLISCHUS DIR OF ENROLLMENT MANAGEMENT 50.00 X 183880 0 23193 THOMAS FALLS DIRECTOR OF OPERATIONS 50.00 X 153435 0 17355 1639111 0 226852 31 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICES 2928534 TF CONSTRUCTION MANAGEMENT SERVICES 2379 NW 30TH STREET BOCA RATON FL 33431 CONTRACTOR 871059 ACL CLEANING SYSTEMS 3314 NW 69TH STREET FORT LAUDERDALE FL 33309 JANITORIAL 851911 CARNEY SANDOE & ASSOCIATES 5070 HIGHWAY AIA SUITE 260 VERO BEACH FL 32963 RECRUITING 490468 NANAK'S LANDSCAPING INC 998 S MILITARY TRAIL DEERFIELD BEACH FL 33442 LANDSCAPING 211920 11 756543 17995791 2596387 18752334 TUITION BOARD & FEES 611110 47587606 47587606 SUMMER CAMPS & PROGRAMS 611710 1284136 1284136 STUDENT PUBLICATIONS 611710 78297 78297 48950039 6380 6380 125472 95260 30212 30212 30212 5076968 37800 3380670 0 1696298 37800 1734098 1734098 501260 756543 550500 -49240 -49240 672138 554925 117213 117213 FORGIVENESS OF PPP LOAN 900099 3609655 3609655 OTHER MISCELLANEOUS 611710 355294 355294 3964949 73505985 53032201 30212 1691238 6988455 6988455 814187 814187 20938498 15859793 3911612 1167093 1067442 1024211 31703 11528 2996410 1552255 1176549 267606 1473822 1414132 43773 15917 170860 170860 42540 42540 1263104 975637 228714 58753 150432 150432 125507 58497 39730 27280 580364 580364 1002893 875498 117541 9854 33216 2166 29156 1894 237244 208079 21864 7301 1389043 1332786 41255 15002 3626614 3479736 107710 39168 1253696 1205628 34498 13570 OTHER EXPENSES 3217269 1790839 1085065 341365 CONTRACTED FOOD SERVICE 2630729 2630729 REPAIRS & MAINTENANCE 890449 853722 26933 9794 BAD DEBT AND PROVISIONS 264191 264191 51156965 40832527 8187881 2136557 25514674 39182406 1368225 5880218 99665 276850 357491 277252 652671 1015806 108342325 64550335 44686749 43791990 8333946 9616678 17023252 13769845 335450 335450 98372123 114146495 1735064 1540936 22838692 25320332 32460157 31713721 3609655 3239405 1621434 63882973 60196423 X 15326510 20571363 19162640 33378709 34489150 53950072 98372123 114146495 22349020 -2888098 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 25590573 621364 -2969647 23242290 20226954 44787 5318832 25590573 19802325 7600 417029 20226954 18523494 -4968 1283799 19802325 17363104 -20544 1180934 18523494 0.28030 0.71970 0 0 4958242 4958242 75874895 41529243 34345652 13715339 11947744 1767595 13793849 11073348 2720501 43791990 CORPORATE DEBT SECURITIES 1765317 F SECURITIES 429182 F PRIVATE FUNDS 3630674 F ETFS 1760393 F FIXED INCOME FUNDS 2091730 F COMMINGLED FUNDS 4092549 F 13769845 FINANCIAL DERIVATIVE-INT. RATE 1012903 CAPITAL LEASE 608531 1621434 X 64279617 -2888098 650185 -2237913 66517530 6988455 6988455 73505985 44818695 650185 650185 44168510 6988455 6988455 51156965 PART III, LINE 4: THE SCHOOL MAINTAINS MAYAN POTTERY AND PAINTINGS TO ASSIST IN THE EDUCATION OF THE TOPIC TO THE STUDENT BODY AND TO PRESERVE FOR THE USE OF FUTURE STUDENTS. PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO GENERATE INCOME TO SUPPORT FINANCIAL AID, TO SUPPORT FACULTY SALARIES, TO FUND PROFESSIONAL DEVELOPMENT AND TO MAINTAIN FACILITIES. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC NO 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" ("ASC NO 740"). ASC 740 REQUIRED THAT THE IMPACT OF TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. AT 6/30/22, THERE WERE NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES TAX RETURNS WITH US FEDERAL AND OTHER TAX AUTHORITIES FOR WHICH STATUTE LIMITATIONS MAY GO BACK TO THE YEAR ENDED 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 554,925. RENTAL EXPENSE 95,260. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP PAID 6,988,455. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 554,925. RENTAL EXPENSE 95,260. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP PAID 6,988,455. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION MAINTAINS A WEBSITE IN WHICH IT DESCRIBES ITS MISSION, HISTORY, APPLICATION PROCESS, AND QUALIFICATIONS FOR ADMISSION INCLUDING ITS ADMISSION POLICIES AND NONDISCRIMINATION POLICIES. SAINT ANDREW'S SCHOOL DOES NOT AND SHALL NOT DISCRIMINATE ON THE BASIS OF AGE, GENDER, RACE, RELIGION, COLOR, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, NATIONAL ORIGIN, ANCESTRY, CITIZENSHIP STATUS, MARITAL OR FAMILIAL STATUS, PREGNANCY, DISABILITY/HANDICAP, GENETIC INFORMATION, MILITARY STATUS, OR ANY OTHER PROTECTED STATUS IN THE ADMINISTRATION OF ITS EDUCATIONAL PROGRAM, ADMISSION, FINANCIAL AID, ATHLETIC, OR SCHOOL POLICIES. IT STRICTLY ADHERES TO ALL APPLICABLE LOCAL, STATE, AND FEDERAL LAWS. ALL STUDENTS ARE AFFORDED EQUAL RIGHTS AND PRIVILEGES, AND ACCESS TO PROGRAMS AND ACTIVITIES AVAILABLE TO SAINT ANDREW'S SCHOOL STUDENTS. AUCTION 1257803 756543 501260 550500 1257803 756543 501260 550500 550500 -49240 1 FINANCIAL AID/TUITION REMISSION 345 6988455 COST OF ATTENDANCE FINANCIAL ASSISTANCE AWARDED BY SAINT ANDREW'S SCHOOL. PART I, LINE 2 FINANCIAL AID IS AWARDED BASED ON FINANCIAL NEED. FINANCIAL NEED IS DETERMINED FROM A COMPLETED FINANCIAL AID APPLICATION SUBMITTED BY THE FAMILY REQUESTING AID. THE SCHOOL'S FINANCIAL AID COMMITTEE USES A THIRD-PARTY SERVICE TO HELP TO OBJECTIVELY DETERMINE A FAMILY'S ABILITY TO PAY FOR SCHOOL TUITION AND OTHER EDUCATIONAL EXPENSES, BASED ON A PARENTS' FINANCIAL STATEMENT AND ANY ADDITIONAL SUPPORTING DOCUMENTATION FROM THE FAMILY AS MAY BE NEEDED. X 1 1 X X X 0 1 0 0 0 0 0 0 0 ETHAN SHAPIRO HEAD OF SCHOOL 505730 0 0 0 0 0 33500 0 5330 0 544560 0 0 0 HOLLY PRATT CHIEF FINANCIAL OFFICER 232934 0 0 0 0 0 12816 0 64765 0 310515 0 0 0 FELICIA SMITH DIR OF INSTITUTIONAL ADV 205348 0 0 0 0 0 0 0 17097 0 222445 0 0 0 GREGORY GOOD HEAD OF THE US 199705 0 0 0 0 0 0 0 20888 0 220593 0 0 0 ALEXANDRA TOLISCHUS DIR OF ENROLLMENT MANAGEMENT 183880 0 0 0 0 0 9595 0 13598 0 207073 0 0 0 ELIAS BASSIL CHIEF INFORMATION OFFICER 158079 0 0 0 0 0 16601 0 15307 0 189987 0 0 0 THOMAS FALLS DIRECTOR OF OPERATIONS 153435 0 0 0 0 0 8210 0 9145 0 170790 0 0 0 PART I, LINE 1A CERTAIN KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES RECEIVE A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE FOR THE BENEFIT OF THE SCHOOL. A PALM BEACH COUNTY FLORIDA 596000785 2014-09-02 28730000 SEE SCHEDULE K, PART VI 0 0 0 A 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 1 1 BANK OF AMERICA 3130.000000000000 0 0 0 0 0 A 0 PART I, LINE F: THE BONDS WERE FINANCED FOR THE ACQUISTION OF LAND, CONSTRUCTION AND EQUIPING OF AN ADDITIONAL LOWER SCHOOL BUILDING AND IMPROVEMENTS ON THE RELATED TRACT OF LAND AND TO RETIRE THE SCHOOL'S OUTSTANDING VARIABLE RATE DEMAND BOND REVENUE BONDS SERIES 2007. 144646 TUITION REMISSION PART III TUITION REMISSION FOR OFFICERS AND TWO TRUSTEES, TWO OF WHICH ARE A SPOUSE OF AN EMPLOYEE OF THE SCHOOL AND ARE ELIGIBLE FOR REMISSION PER THE SCHOOL'S POLICY. X 1 24000 FMV X 8 2564883 FMV X 1 7504 FMV 1 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A CERTAIN DESIGNEES OF THE DIOCESE OF SOUTHEAST FLORIDA AND THE ALUMNI ASSOCIATION SERVE AS MEMBERS OF THE BOARD OF TRUSTEES OF SAINT ANDREW'S SCHOOL AND HAVE THE SAME AUTHORITY AS OTHER ELECTED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DESIGNEES OF THE DIOCESE OF SOUTHEAST FLORIDA AND THE ALUMNI ASSOCIATION SERVE AS MEMBERS OF THE BOARD OF TRUSTEES OF SAINT ANDREW'S SCHOOL AND HAVE THE SAME AUTHORITY AS OTHER ELECTED MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B ALL VOTING BOARD MEMBERS ARE PROVIDED A COPY OF FORM 990 FOR REVIEW PRIOR TO FILING. A COPY OF FORM 990 IS ALSO PROVIDED TO THE SCHOOL'S AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C SCHOOL HAS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH REQUIRES THE BOARD OF TRUSTEES, OFFICERS AND MANAGERS TO REVIEW ANNUALLY THE REQUIREMENTS FOR THIS POLICY. THE BOARD, OFFICERS AND MANAGERS ACKNOWLEDGE ANNUALLY IN WRITING THEIR COMMITMENT TO FOLLOWING THIS POLICY. DETERMINATION OF WHETHER A CONFLICT EXISTS IS MADE BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, OR IF APPEALED BY THE FULL BOARD OF TRUSTEES. TRUSTEES, OFFICERS AND MANAGERS FOUND TO HAVE A CONFLICT OF INTEREST ARE PROHIBITED FROM DELIBERATIONS OR DECISIONS ON THE TRANSACTION DISCLOSURE OR ACKNOWLEDGEMENT OF A CONFLICT OF INTEREST IS NOTED IN THE MINUTES OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS OUTLINED IN A MULTI-YEAR CONTRACT APPROVED BY THE BOARD OF TRUSTEES. THE CHAIR OF THE BOARD OF TRUSTEES MAKES A RECOMMENDATION TO THE EXECUTIVE AND GOVERNANCE COMMITTEES USING COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN SIMILAR HEAD OF SCHOOL POSITIONS IN SIMILARLY SITUATED INDEPENDENT SCHOOLS. THE EXECUTIVE AND GOVERNANCE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR FINAL APPROVAL. THIS PROCESS WAS LAST COMPLETED IN 2018. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST.