2023-05-15T15:51:10-05:00 2022-06-30 411647057 MAHONEY ULBRICH CHRISTIANSEN & RUSS PA 10 RIVER PARK PLAZA SUITE 800 SAINT PAUL MN 55107 990 2021-07-01 410943433 ST PAUL ACADEMY AND SUMMIT SCHOOL STPA 6516961319 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 CHRISTIE JANSEN DIRECTOR OF FINANCE 6516961319 2023-05-05 1 CHRISTIE JANSEN 999009999 ROZALYN Z ALLYSON P00234621 6512276695 2023-05-05 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CHRISTIE JANSEN 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 37391386 0 X WWW.SPA.EDU X 1969 MN TO PROVIDE STUDENTS WITH EDUCATIONAL INSTRUCTION. 22 22 442 250 0 1485 6290203 2331504 30182338 30843724 1106779 2074605 0 0 37579320 35249833 6095641 6056365 0 0 19831097 19946323 10853 0 948226 9849180 10458149 35786771 36460837 1792549 -1211004 155552723 144322742 17152320 16884863 138400403 127437879 X ST. PAUL ACADEMY AND SUMMIT SCHOOL (SPA) IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL SERVING STUDENTS IN KINDERGARTEN THROUGH GRADE 12 FROM SAINT PAUL, MINNEAPOLIS, AND SURROUNDING COMMUNITIES. SPA GENERATES REVENUE FROM A VARIETY OF SOURCES TO CONDUCT ITS PROGRAM AND SUPPORTING SERVICES, INCLUDING TUITION, FEES, CONTRIBUTIONS, AUXILIARY ENTERPRISES, AND INVESTMENT INCOME. 0 0 31920426 6056365 30853208 ST. PAUL ACADEMY IS AN INSTRUCTIONAL INSTITUTION FOR STUDENTS. 31920426 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 77 0 1 442 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X CHRISTIE JANSEN 6516961319 1712 RANDOLPH AVE ST PAUL MN 55105 TIMOTHY A WELSH PRESIDENT 5.00 X X 0 0 0 LITTON E S FIELD JR TREASURER 1.00 X X 0 0 0 WILLAM M BEADIE SECRETARY 4.00 X X 0 0 0 MARK W ADDICKS TRUSTEE 1.00 X 0 0 0 BARLETT J BAKER TRUSTEE 1.00 X 0 0 0 HYUNG CHOI TRUSTEE 1.00 X 0 0 0 JENNIFER COATES TRUSTEE 1.00 X 0 0 0 JOHN W COSGRIFF TRUSTEE 1.00 X 0 0 0 ELIZABETH DRISCOLL HLAVKA TRUSTEE 1.00 X 0 0 0 ANNE LARSEN HOOLEY TRUSTEE 1.00 X 0 0 0 DAVID W KANSAS TRUSTEE 1.00 X 0 0 0 VARUN KHARBANDA TRUSTEE 1.00 X 0 0 0 DAVID A KRISTAL TRUSTEE 1.00 X 0 0 0 AMANDA KAY LIU TRUSTEE 1.00 X 0 0 0 SCOT W MALLOY TRUSTEE 1.00 X 0 0 0 PHILIP MCKOY TRUSTEE 1.00 X 0 0 0 BARBARA L NARAMORE TRUSTEE 1.00 X 0 0 0 TIM O'BRIEN TRUSTEE 1.00 X 0 0 0 THOMAS H PATTERSON TRUSTEE 1.00 X 0 0 0 CHRIS PEARSON TRUSTEE 1.00 X 0 0 0 JP PELTIER TRUSTEE 1.00 X 0 0 0 ANTHONY SANNEH TRUSTEE 1.00 X 0 0 0 BRYN ROBERTS HEAD OF SCHOOL 50.00 X 470478 0 211344 CHELSEA KIMPTON DIRECTOR OF FINANCE 40.00 X 155985 0 25711 CINDY RICHTER ASSISTANT HEAD OF SCHOOL 40.00 X 200667 0 36511 DOROTHY GOLDIE DIRECTOR OF ADVANCEMENT 40.00 X 169886 0 29217 HEATHER PLOEN DIRECTOR OF ADMISSION AND 40.00 X 138197 0 36843 SARAH J ROMANS ASSISTANT HEAD OF SCHOOL 40.00 X 178172 0 40752 1313385 0 380378 6 0 1 0 MCGOUGH CONSTRUCTION CO INC NW590 PO BOX 1450 MINNEAPOLIS MN 554855970 GENERAL CONTRACTOR 347038 ALLIED UNIVERSAL SECURITY SERVICES 2001 KILLEBREW DRIVE SUITE 335 BLOOMINGTON MN 55425 SECURITY SERVICE 266724 AMERICAN SECURITY LLC MI93 PO BOX 1150 MINNEAPOLIS MN 55480 SECURITY SERVICE 241344 3 28296 2303208 253749 2331504 TUITION AND FEES 611600 29788729 29788729 OTHER REVENUE 611600 881522 881522 SUMMER SCHOOL TUITION 611600 173473 173473 30843724 1094868 1094868 3101790 19500 2131537 10016 970253 9484 979737 9484 970253 35249833 30853208 0 2065121 6056365 6056365 1864572 977774 629737 257061 13610858 11726681 1571900 312277 980140 891850 82179 6111 2438315 2070894 292166 75255 1052438 872703 143489 36246 132829 118282 8334 6213 23769 23769 319429 319429 80442 71633 5047 3762 293825 183706 66147 43972 728477 654467 46111 27899 1385569 1364617 14234 6718 22550 20259 1427 864 367066 361515 3771 1780 2166454 2133694 22256 10504 INSTRUCTIONAL 1335387 1335387 FOOD SERVICE 1117152 1117152 BLDG AND GROUNDS MAINT 675420 665206 6939 3275 SECURITY 601846 592745 6183 2918 1207934 705496 349067 153371 36460837 31920426 3592185 948226 500405 1141887 1517225 647857 106742 204401 5438 303965 581318 738655 104560664 36283301 69593032 68277363 80971571 71148823 2276992 1859791 155552723 144322742 754919 944039 2428112 2623774 13419451 12743844 549838 573206 17152320 16884863 X 64819949 63920579 73580454 63517300 138400403 127437879 155552723 144322742 -1211004 -9751520 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65265723 701530 -7605744 -2243069 -62323 60666901 47798225 658026 14783304 -1976006 -50162 65265723 47295160 409312 2144926 -2005467 -45706 47798225 45823612 291926 3224342 -1973812 -70908 47295160 43299704 337261 4096647 -1814548 -95452 45823612 1 0 3484334 3484334 90771641 28681642 62089999 6706678 5099157 1607521 3598011 2502502 1095509 68277363 ASSET RETIREMENT OBLIGATION 573206 573206 X 21117432 -9751520 -4380881 -14132401 35249833 0 35249833 32079956 0 32079956 4380881 4380881 36460837 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND WAS ESTABLISHED WITH DONOR RESTRICTED CONTRIBUTIONS TO SUPPORT OPERATIONS, BUILDING AND GROUNDS, FACULTY DEVELOPMENT, INSTRUCTIONAL PROGRAM, AND SCHOLARSHIPS. PART X, LINE 2: SPA IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE RETURNS FOR A PERIOD OF THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS -4,061,452. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS -319,429. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS 4,061,452. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS 319,429. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 DIVERSITY ACTION PLAN AND LOCAL AFFILIATIONS OF THE ORGANIZATION ARE POSTED ON ITS WEBSITE. 1 FINANCIAL AID FOR TUITION 302 4061453 EMPLOYEE DISCOUNTS 109 1994912 PART I, LINE 2: THE SCHOOL PROVIDES FINANCIAL AID TO STUDENTS WHO QUALIFY TO RECEIVE AID. THE SCHOOL PROVIDES EMPLOYEE DISCOUNTS TO ELIGIBLE FACULTY OR STAFF. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 BRYN ROBERTS HEAD OF SCHOOL 470478 0 0 0 0 0 150935 0 60409 0 681822 0 0 0 CINDY RICHTER ASSISTANT HEAD OF SCHOOL 200667 0 0 0 0 0 19415 0 17096 0 237178 0 0 0 SARAH J ROMANS ASSISTANT HEAD OF SCHOOL 178172 0 0 0 0 0 18500 0 22252 0 218924 0 0 0 DOROTHY GOLDIE DIRECTOR OF ADVANCEMENT 169886 0 0 0 0 0 15648 0 13569 0 199103 0 0 0 CHELSEA KIMPTON DIRECTOR OF FINANCE 155985 0 0 0 0 0 14925 0 10786 0 181696 0 0 0 HEATHER PLOEN DIRECTOR OF ADMISSION AND 138197 0 0 0 0 0 14353 0 22490 0 175040 0 0 0 PART I, LINE 1B HOUSING ALLOWANCE IS PART OF NEGOTIATED CONTRACT. HEALTH/SOCIAL CLUB DUES ARE BILLED DIRECTLY TO SCHOOL. A CITY OF FALCON HEIGHTS MN 416007644 2017-09-06 7375000 EDUCATIONAL FACILITIES REVENUE 0 0 0 B CITY OF LITTLE CANADA MN 410973960 2017-09-06 7375000 EDUCATIONAL FACILITIES REVENUE 0 0 0 A 1009392 7375000 7375000 0 1 1 1 B 851847 7375000 7375000 0 1 1 1 A 0 0 0 1 1 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 0 B 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF FALCON HEIGHTS, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 07/31/2018 ISSUER NAME: CITY OF LITTLE CANADA, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 07/31/2018 X 33 233749 PRICE ON DATE REC'D X PIANO 1 20000 APPRAISAL 0 0 1 1 PART I, LINE 32B: STOCK CONTRIBUTIONS ARE PROCESSED AND SOLD THROUGH LICENSED BROKERAGE SERVICE COMPANIES. FORM 990, PART VI, SECTION A, LINE 4 CHANGES WERE MADE TO THE ARTICLES AND BYLAWS WHICH INCLUDE THE NAME OF THE ORGANIZATION, CHANGES TO THE BOARD OF TRUSTEES NUMBER, QUALIFICATIONS, TERM IN OFFICE, METHOD OF ELECTION, POWERS AND AUTHORITIES AND DUTIES. FORM 990, PART VI, SECTION B, LINE 11B FOR EXPEDIENCY, THE 990 IS REVIEWED FOR ACCURACY BY THE DIRECTOR OF FINANCE AND THE HEAD OF SCHOOL, BEFORE FILING. THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD FOLLOWING THE REVIEW. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ON A YEARLY BASIS. THE SCHOOL HAS IMPLEMENTED A QUESTIONNAIRE THAT SPECIFICALLY REQUIRES BOARD MEMBERS AND OFFICERS TO DISCLOSE BUSINESS INTERESTS TO ENSURE POSSIBLE CONFLICTS CAN BE READILY IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 INDEX SURVEY, NAIS SURVEY, INDEPENDENT SALARY CONSULTANT, WERE USED FOR SALARY RANGES. WRITTEN EMPLOYMENT CONTRACT OFFERED AFTER BOARD APPROVAL. INDEX SURVEY, NAIS SURVEY CONSULTED FOR SALARY RANGES. WRITTEN EMPLOYMENT OFFER PRESENTED TO OFFICER FROM HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.