2023-05-01T14:30:40-05:00 2022-06-30 383635706 REHMANN ROBSON LLC 5070 HIGHWAY A1A STE 250 VERO BEACH FL 32963 990 2021-07-01 591059214 SAINT EDWARD'S SCHOOL INC SAIN 7724922313 1895 SAINT EDWARDS DRIVE VERO BEACH FL 32963 DARREN SYLVIA TREASURER 7724922313 2023-04-25 1 DARREN SYLVIA 999009999 DEBORAH A CRUM CPA P00282890 7722348484 2023-04-24 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z STUART HIRSTEIN HEAD OF 1895 SAINT EDWARDS DRIVE VERO BEACH FL 32963 20151463 0 X STEDS.ORG X 1965 FL SAINT EDWARD'S SCHOOL IS A COMMUNITY AND CULTURE WHICH PROMOTES LIFE-LONGLEARNING BY DEVELOPING CRITICAL THINKING, COLLABORATION, AND A THOROUGHPREPARATION FOR COLLEGE AND THE FUTURE. FOUNDED UPON THE EPISCOPALTRADITION, THE FOCUS IS ON THE WHOLE CHILD, LED BY A STRONG FACULTY WHOWORK TO HELP ALL STUDENTS REACH THEIR FULL POTENTIAL IN THE CLASSROOM AND BEYOND. 16 14 291 200 200794 0 1653908 3240851 14394252 16570155 1141191 28238 61636 167912 17250987 20007156 2415100 2435079 0 0 8568399 9378102 0 0 580110 5548260 5679171 16531759 17492352 719228 2514804 54149022 54393636 7039691 7979601 47109331 46414035 X SAINT EDWARD'S SCHOOL IS A COMMUNITY AND CULTURE WHICH PROMOTES LIFE-LONG LEARNING BY DEVELOPING CRITICAL THINKING, COLLABORATION, AND A THOROUGH PREPARATION FOR COLLEGE AND THE FUTURE. FOUNDED UPON THE EPISCOPAL TRADITION, THE FOCUS IS ON THE WHOLE CHILD, LED BY A STRONG FACULTY WHO WORK TO HELP ALL STUDENTS REACH THEIR FULL POTENTIAL IN THE CLASSROOM AND BEYOND. 0 0 12556842 2435079 16014321 ST. EDWARD'S SCHOOL PROVIDES EDUCATION FOR PRIMARY, INTERMEDIATE AND SECONDARY STUDENTS. APPROXIMATELY 647 STUDENTS WERE SERVED. 768735 604252 ST. EDWARD'S SCHOOL PROVIDES SEVERAL AUXILIARY SERVICES SUCH AS A SUMMER CAMP PROGRAM, RECREATIONAL/CLUB SWIM TEAM, TUTORIAL CENTER, AND EXTENDED DAY CARE. 13325577 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 52 0 1 291 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 14 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X BETH ZAMERSKI 7724922313 1895 ST EDWARDS DR VERO BEACH FL 32963 ADAM LOGEMANN TRUSTEE 2.00 X 0 0 0 ANDREW RUSSELL TRUSTEE 2.00 X 0 0 0 JOHN HURYN TRUSTEE 2.00 X 0 0 0 DARREN SYLVIA TREASURER/SECRETARY 8.00 X X 0 0 0 ELSON SMITH TRUSTEE 2.00 X 0 0 0 KATY HEALY TRUSTEE 2.00 X 0 0 0 JOHN LOWENBERG TRUSTEE 2.00 X 0 0 0 JASON FYKES TRUSTEE 2.00 X 0 0 0 JASON ORZECHOWSKI TRUSTEE 2.00 X 0 0 0 GREG ROSENCRANCE TRUSTEE 2.00 X 0 0 0 REV CHRIS RODRIGUEZ TRUSTEE 2.00 X 0 0 0 RICHARD MCDERMOTT VICE-CHAIR 8.00 X X 0 0 0 ROMAN ORTEGA-COWAN TRUSTEE 2.00 X 0 0 0 STUART ROGERS TRUSTEE 2.00 X 0 0 0 WENDY PORTER CHAIR 8.00 X X 0 0 0 WILLIAM LOCKWOOD TRUSTEE 2.00 X 0 0 0 STUART HIRSTEIN HEAD OF SCHOOL 40.00 X 281905 0 30222 BETH ZAMERSKI ASSOC HEAD OF SCHOOL-FINAN 40.00 X 163289 0 15322 JOHN MACMULLAN HEAD OF UPPER SCHOOL 40.00 X 162980 0 17243 KEIRA MURPHY HEAD OF MIDDLE SCHOOL 40.00 X 137578 0 15755 QUENTIN VOYLES DIRECTOR OF TECHNOLOGY 40.00 X 115530 0 12908 861282 0 91450 8 0 1 0 FLIK INDEPENDENT SCHOOLS PO BOX 50196 LOS ANGELES CA 90074 FOOD SERVICES 435067 BLACKBAUD INC POBOX 844827 BOSSTON MA 02284 SCHOOLWIDE DATABASES/SOFTWARE 131443 APPLE INC PO BOX 281877 ATLANTA GA 30384 IT EQUIPMENT/EXPENSES 121313 INDIAN RIVER COUNTY SHERIFF'S OFFICE 4055 41ST AVENUE VERO BEACH FL 32960 SCHOOL RESOURCE OFFFICER 105472 4 314619 2926232 156703 3240851 TUITION & FEES 611110 15864068 15864068 AUXILIARY SERVICES - EXEMPT 611110 403458 403458 AUXILIARY SERVICES - TAXABLE 713990 200794 200794 OTHER PROGRAM REVENUE 611110 101835 101835 16570155 25338 25338 2900 0 2900 2900 2900 211571 314619 89177 122394 122394 100568 55130 45438 45438 RENTAL INCOME 531190 80 80 80 20007156 16417779 200794 147732 2435079 2435079 284625 199238 85387 7379411 5594682 1492572 292157 426876 272844 134503 19529 704516 450302 221984 32230 582674 374545 181321 26808 126293 126293 43194 43194 57246 57246 102242 12644 89598 263229 115545 115769 31915 394629 353484 36842 4303 2560 2560 1063867 841519 202135 20213 788093 706066 73449 8578 FACILITIES EXPENSES 1098617 956188 127266 15163 SPORTS 421965 421965 LUNCH PROGRAM 187834 187834 STUDENT PROGRAMS 108948 108948 1020454 493932 482695 43827 17492352 13325577 3586665 580110 7 10782883 15228357 202668 147165 1282853 803605 25424 21331 35533303 22057864 14224517 13475439 27066822 23598501 563855 1119231 54149022 54393636 625745 715514 6046511 7015853 367435 248234 7039691 7979601 X 27243324 28168752 19866007 18245283 47109331 46414035 54149022 54393636 2514804 -3210100 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 483694 1 1 19587411 202268 -2787906 473100 16528673 14458528 518368 5002016 391501 19587411 14175189 591352 77289 385302 14458528 13349897 695271 459762 329741 14175189 11567546 1031915 1023167 272731 13349897 1.00000 0 0 695256 695256 25449764 14833745 10616019 3274320 2127998 1146322 6113963 5096121 1017842 13475439 BOOK RESERVE- LOWER SCHOOL TEXTS -3487 BAND EQUIPMENT MAINTENANCE RESERVE 11960 TABLET DEPOSITS 80700 A/P-L/S DISCRETIONARY FUND 16401 A/P-M/S DISCRETIONARY FUND 48695 A/P-U/S DISCRETIONARY FUND 33423 RESERVE FOR LACROSSE 1471 STUDENT ACTIVITY-CLUB FUNDS 11844 RESERVE FOR LEARNING SUPPORT SERVIC 24601 RESERVE FOR LS BOX TOPS 1182 RESERVE FOR US LIBRARY 19413 SCIENCE NATIONAL HONOR SOCIETY RESE 888 SUPERFANS CLUB 430 RESERVE FOR FOOTBALL 713 248234 X 14518525 -3210100 156548 -3053552 17572077 2435079 2435079 20007156 15213821 156548 156548 15057273 2435079 2435079 17492352 PART V, LINE 4: PROGRAM SUPPORT FUNDS ENHANCE THE CURRICULUM AND SUPPORT PROGRAMS VITAL TO THE SCHOOL'S MISSION. FACULTY SUPPORT FUNDS RECOGNIZE THAT A VITAL AND ENERGIZED FACULTY ARE THE HALLMARK OF AN EXCEPTIONAL INDEPENDENT SCHOOL. THESE GIFTS NOURISH AND STRENGTHEN THE FACULTY AS WELL AS HONOR THEIR MANY ACHIEVEMENTS. FACILITY SUPPORT FUNDS ENSURE THE STEWARSHIP OF THE PHYSICAL RESROUCES. STUDENT SUPPORT FUNDS PROVIDE FINANCIAL ASSISTANCE SO THAT TALENTED STUDENTS THROUGHOUT THE COMMUNITY ARE ABLE TO ATTEND SAINT EDWARD'S SCHOOL. PART X, LINE 2: THE SCHOOL ANALYZES ITS INCOME TAX FILING POSITIONS IN THE FEDERAL AND STATE JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, AS WELL AS ALL OPEN TAX YEARS IN THESE JURISDICTIONS, TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. THE SCHOOL TREATS INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, AND REFLECTS ANY CHARGES FOR SUCH, TO THE EXTENT THEY ARISE, AS A COMPONENT OF ITS MANAGEMENT AND GENERAL EXPENSES. THE SCHOOL IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM SIMILAR STATE AND LOCAL TAXES. THE SCHOOL HAS BEEN CLASSIFIED AS NOT A PRIVATE FOUNDATION. ALTHOUGH THE SCHOOL WAS GRANTED INCOME TAX EXEMPTION BY THE INTERNAL REVENUE SERVICE, SUCH EXEMPTION DOES NOT APPLY TO "UNRELATED BUSINESS TAXABLE INCOME". SUCH INCOME, PURSUANT TO THE INTERNAL REVENUE CODE AND RELATED REGULATIONS, INCLUDES PROGRAM INCOME AND INVESTMENT INCOME SUCH AS INTEREST RECEIVED FROM SOURCES OTHER THAN DIRECTLY FROM DONORS OR GRANTORS. THE SCHOOL HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2019 THROUGH 2022, THE YEARS THAT REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2022. THE SCHOOL CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE SCHOOL'S FINANCIAL STATEMENTS. THE SCHOOL DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE SCHOOL DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT JUNE 30, 2022 OR 2021, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION DIFFERENCE 156,548. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID & EMPLOYEE TUITION REMISSION 2,435,079. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION DIFFERENCE 156,548. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND EMPLOYEE TUITION REMISSION 2,435,079. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ST. EDWARD'S NON-DISCRIMINATORY POLICY IS PUBLICIZED WHEN SOLICITING FOR STUDENTS AND IN ALL ON-CAMPUS EVENT PROGRAMS AND BROCHURES. ANNUAL BENEFIT 374714 314619 60095 1000 2000 12600 41293 PARENTS ASSOCIATION 151476 151476 32284 526190 314619 211571 1000 2000 12600 73577 89177 122394 1 FINANCIAL AID-EXISTING STUDENTS 150 1683766 BENEFIT- EMPLOYEE TUITION REMISSION 63 751313 SCHEDULE I - PART III TUTION REMISSION AND FINANCIAL AID ARE A REDUCTION OF THE STUDENT'S TUITION AND NO MONEY IS DIRECTLY PAID TO THE STUDENTS OR PARENTS. X X X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 STUART HIRSTEIN HEAD OF SCHOOL 279391 0 1322 0 1192 0 22994 0 7228 0 312127 0 0 0 JOHN MACMULLAN HEAD OF UPPER SCHOOL 161559 0 1421 0 0 0 8077 0 9166 0 180223 0 0 0 BETH ZAMERSKI ASSOC HEAD OF SCHOOL-FINAN 161868 0 1421 0 0 0 8093 0 7229 0 178611 0 0 0 KEIRA MURPHY HEAD OF MIDDLE SCHOOL 134999 0 2579 0 0 0 6749 0 9006 0 153333 0 0 0 PART I, LINE 1A THE FOLLOWING BENEFITS ARE PROVIDED TO STUART HIRSTEIN, THE HEAD OF SCHOOL: 1) DISCRETIONARY SPENDING ACCOUNT:THE DISCRETIONARY ACCOUNT IS AN AMOUNT IN THE SCHOOL'S BUDGET EACH YEAR THAT THE HEAD OF SCHOOL IS ALLOWED TO DIRECT THE SPENDING. IT MUST ONLY BE USED FOR SCHOOL EXPENSES, NOT PERSONAL EXPENSES. 2) HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: A RESIDENCE FOR PERSONAL USE IS PROVIDED TO THE HEAD OF SCHOOL. THE VALUE OF THE BENEFIT IS ESTIMATED TO BE $96,000 AND IS NOT TREATED AS TAXABLE COMPENSATION. 3) HEALTH OR SOCIAL CLUB DUES: THE HEAD OF SCHOOL RECEIVED $6,179 FOR CLUB DUES PART OF WHICH WAS TREATED AS TAXABLE COMPENSATION. 4) TRAVEL FOR COMPANIONS: THE HEAD OF SCHOOL ATTENDS AN ANNUAL CONFERENCE FOR HEAD OF SCHOOLS NATIONWIDE. THE CONFERENCE INCLUDES PROGRAMMING FOR SPOUSES AND INCLUDES SPOUSES IN THE CONFERENCE. THE SCHOOL PAYS TRAVEL COSTS FOR THE HEAD OF SCHOOL SPOUSE ONLY FOR THIS CONFERENCE. PART I, LINE 7 YES, ALL FULL-TIME EMPLOYEES RECEIVED A $1,000 BONUS. JASON FYKES BOARD MEMBER 37655 EMPLOYEE TUITION REMISSION SCHOOL TUITION JASON ORZECHOWSKI BOARD MEMBER 29270 EMPLOYEE TUITION REMISSION SCHOOL TUITION KELLY FYKES SPOUSE OF BOARD MEMBER 42007 RECEIVED COMPENSATION 0 VANESSA ORZECHOWSKI SPOUSE OF BOARD MEMBER 39260 RECEIVED COMPENSATION 0 X 4 156703 NYSE 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE EPISCOPAL DIOCESE BISHOP HAS THE RIGHT TO APPOINT THE DIOCESE'S BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PROVIDED TO THE BOARD PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C REVIEWED ANNUALLY AND ANY POTENTIAL CONFLICTS ARE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 15A COMPARISON WITH COMPATIBILITY DATA OF EQUIVALENT SCHOOLS; PERFORMANCE EVALUATION; NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL (NAIS), REVIEW BY OUTSIDE COMPENSATION CONSULTANT, AND FLORIDA COUNCIL OF INDEPENDENT SCHOOLS (FCIS)STATISTICS. 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.