2025-01-14T14:55:06-06:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-07-01 590942383 SAINT ANDREW'S SCHOOL OF BOCA RATON INC SAIN 5612102032 3900 JOG ROAD BOCA RATON FL 33434 HOLLY PRATT CHIEF FINANCIAL & OPERATING OFFICER 5612102032 2025-01-13 1 1 MATTHEW PETROSKI P00853132 9257902600 2025-01-13 2023 2024-10-15 13:58:12Z ETHAN SHAPIRO 3900 JOG ROAD BOCA RATON FL 33434 70371554 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. 22 19 519 357 -83855 0 9992174 5639353 52390790 55612611 -569356 907373 1163749 -337504 62977357 61821833 7792789 4965092 0 0 29009872 34444307 69505 214619 3414262 18623991 19457871 55496157 59081889 7481200 2739944 125112050 157218172 60420914 86954797 64691136 70263375 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 43872198 4965092 52996600 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. 2161885 2786138 AUXILIARY SERVICES - SCHOOL PUBLICATIONS, NEWSPAPER & YEARBOOK - AUXILIARY FACILITIES USAGE. 46034083 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 117 0 1 519 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 19 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 5612102032 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 CAREN SNEAD WILLIAMS ASSISTANT SECRETARY 3.00 X X 0 0 0 JASON JENNINGS ASSISTANT TREASURER 3.00 X X 0 0 0 JOSHUA GLASSMAN MEMBER-AT-LARGE 1.00 X X 0 0 0 BRIAN S SCHMIER MEMBER-AT-LARGE 1.00 X X 0 0 0 KATHLEEN ASSAF TRUSTEE 1.00 X 0 0 0 CHARLES F BRITTON TRUSTEE 1.00 X 0 0 0 KENNETH CHARLES TRUSTEE 1.00 X 0 0 0 NICOLE GOLDBERG TRUSTEE 1.00 X 0 0 0 MICHELLE HAGERTY TRUSTEE 1.00 X 0 0 0 CYMONIE S ROWE HINKEL TRUSTEE 1.00 X 0 0 0 JON KAIDEN TRUSTEE 1.00 X 0 0 0 GEORGE N MATTSON TRUSTEE 1.00 X 0 0 0 ASHTON NEWHALL TRUSTEE 1.00 X 0 0 0 HARRIS G NEWMAN TRUSTEE 1.00 X 0 0 0 TANDY L STILLER ROBINSON TRUSTEE 1.00 X 0 0 0 THE RIGHT REVEREND PETER EATON EX OFFICIO 1.00 X 0 0 0 CHRISTINE M SILVEIRA EX OFFICIO 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 585061 0 114793 HOLLY PRATT CFO & COO 50.00 X 323832 0 90419 ANTHONY HARTH ASSISTANT HEAD OF SCHOOL 50.00 X 258509 0 20998 FELICIA SMITH DIR OF INSTITUTE ADV 50.00 X 224777 0 20998 ELIAS BASIL CHIEF INFORMATION OFFICER 50.00 X 203946 0 18778 ALEXANDRA TOLISCHUS DIRECTOR OF ENROLLMENT MANAGEMENT 50.00 X 207785 0 14892 ROBERT BOURESSA DIRECTOR OF COLLEGE GUIDANCE 50.00 X 175698 0 12866 1979608 0 293744 41 0 1 0 GILBANE BUILDING COMPANY 1499 W PALMETTO PARK RD STE 105 BOCA RATON FL 33486 CONTRACTOR 6575968 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICES 2175925 ZUBATKIN OWNER REPRESENTATION LLC 25220 HANCOCK AVE STE 440 MURRIETA GA 92562 PROJECT MANAGEMENT 865539 CENTERBROOK ARCHITECTS & PLANNERS LLP PO BOX 955 CENTERBROOK CT 064090955 ARCHITECTS 782159 ARCARCHITECTUARAL RESOURCES CAMBRIDGE 501 BOYLSTON STREET STE 4101 BOSTON MA 02116 ARCHITECTS 626083 21 744872 4894481 107500 5639353 TUITION AND FEES 611110 52996600 52996600 SUMMER CAMPS AND PROGR 611710 2269543 2269543 OTHER PROGRAM REVENUE 611110 269808 269808 STUDENT PUBLICATIONS 611710 76660 76660 55612611 1054501 1054501 170010 253865 -83855 -83855 -83855 6697884 20000 6871480 -6468 -173596 26468 -147128 -147128 535148 744872 1063706 -528558 -528558 24200 0 24200 24200 537265 367138 170127 170127 LOSS ON UNCOLLECTIBLES 900099 80582 80582 80582 61821833 55782738 -83855 483597 4965092 4965092 1114107 834164 279943 23636165 17311728 4784187 1540250 1221854 1172369 36289 13196 6720734 4249092 1801097 670545 1751447 1680513 52018 18916 142286 142286 48485 48485 214619 214619 41995 41995 1527638 1387509 112427 27702 140546 68660 71886 122810 84220 33070 5520 723061 600663 94554 27844 1071216 1027832 31815 11569 102369 10722 84010 7637 340049 252886 60392 26771 1688093 1619726 50136 18231 3753462 3601447 111478 40537 1526234 1464422 45329 16483 CONTRACTED FOOD SERVICE 2924198 2805768 86849 31581 REPAIRS AND MAINTENANCE 1077539 1041431 26479 9629 BAD DEBT 149462 149462 4078428 2758663 938362 381403 59081889 46034083 9633544 3414262 44895185 49187451 7899456 28339659 101406 198440 344686 269903 1103464 1383404 112486090 62876143 44587252 49609947 9554418 15968162 27464485 658021 764883 125112050 157218172 1792684 3095215 26846287 52941477 30574952 29739503 1206991 1178602 60420914 86954797 X 22934936 26482685 41756200 43780690 64691136 70263375 125112050 157218172 2739944 2832295 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 335450 X X 1 25370420 1269515 2621182 675177 28585940 23242290 803512 1324618 25370420 25590573 621364 -2969647 23242290 20226954 44787 5318832 25590573 19802325 7600 417029 20226954 0.28150 0.71850 0.00000 0 0 4958242 4958242 74268495 44002712 30265783 14523847 11665129 2858718 18735506 7208302 11527204 49609947 CORPORATE DEBT SECURITIES 365918 F ETFS 5371012 F ALTERNATIVE INVESTMENTS 21033232 F MUTUAL FUNDS 676609 F EQUITY FUNDS 17714 F 27464485 INTEREST RATE SWAP 20846 FINANCE LEASE LIABILITIES 728323 OPERATING LEASE LIABILITIES 429433 1178602 X 60268044 2832295 -4965092 -2132797 62400841 41995 -621003 -579008 61821833 54695805 621003 621003 54074802 41995 4965092 5007087 59081889 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 SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE CONSIDERED NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -4,965,092. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS -367,138. RENTAL EXPENSES -253,865. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 367,138. RENTAL EXPENSES 253,865. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,965,092. 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. X X X 0 MARTS & LUNDY INC 160 CHUBB AVE STE 303 LYNDHURST NJ 07071 PREPARATION FOR CAPITAL CAMPAIGN 0 0 142028 -142028 KRISTIN FOGDALL STUDIO 285 JERSEY WAY MORRISVILE VT 05661 PREPARATION FOR CAPITAL CAMPAIGN 0 0 34645 -34645 CHASE SOLUTIONS INC PO BOX 1116 CENTERVILLE MA 02632 PREPARATION FOR CAPITAL CAMPAIGN 0 0 17025 -17025 TOM KATES PHOTOGRAPH 25 BARLETT CRESCENT UNIT 2 BROOKLINE MA 02446 PREPARATION FOR CAPITAL CAMPAIGN 0 0 20920 -20920 214618 -214618 AUCTION 1280020 744872 535148 79185 489422 495099 1280020 744872 535148 79185 489422 495099 1063706 -528558 24200 0 24200 24200 FL 0 THE STATE OF FLORIDA DOES NOT REQUIRE A LICENSE FOR RAFFLES. 0 0 0 HOLLY PRATT 3900 JOG ROAD BOCA RATON FL 33434 0 0 1 FINANCIAL AID 336 4965092 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 PARENT'S FINANCIAL STATEMENT AND ANY ADDITIONAL SUPPORTING DOCUMENTS 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 585061 0 0 0 0 0 89599 0 25194 0 699854 0 0 0 HOLLY PRATT CFO & COO 323832 0 0 0 0 0 18230 0 72189 0 414251 0 0 0 ANTHONY HARTH ASSISTANT HEAD OF SCHOOL 258509 0 0 0 0 0 20998 0 0 0 279507 0 0 0 FELICIA SMITH DIR OF INSTITUTE ADV 224777 0 0 0 0 0 20998 0 0 0 245775 0 0 0 ELIAS BASIL CHIEF INFORMATION OFFICER 203946 0 0 0 0 0 18778 0 0 0 222724 0 0 0 ALEXANDRA TOLISCHUS DIRECTOR OF ENROLLMENT MANAGEMENT 207785 0 0 0 0 0 0 0 14892 0 222677 0 0 0 ROBERT BOURESSA DIRECTOR OF COLLEGE GUIDANCE 175698 0 0 0 0 0 12866 0 0 0 188564 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVED A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE FOR THE BENEFIT OF THE SCHOOL IN THE AMOUNT OF $20,000, WHICH WAS INCLUDED IN NON-TAXABLE COMPENSATION. PART I, LINE 4B THE HEAD OF SCHOOL ACCRUED $50,000 IN A 457(F) PLAN FOR CALENDAR YEAR 2023. A PALM BEACH COUNTY FLORIDA 596000785 2014-09-02 28730000 INDUSTRIAL DEV. REVENUE BOND 0 0 0 A 5261000 28730000 295000 28435000 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 1 1 BANKUNITED NA 10.000000000000 0 0 0 0 0 PART I, LINE F: THE BONDS WERE FINANCED FOR THE ACQUISITION OF LAND, CONSTRUCTION AND EQUIPPING 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 SERIES 2007. FAMILY MEMBERS OF BOARD MEMBERS FAMILY MEMBERS OF BOARD MEMBERS 277013 THERE ARE THREE EMPLOYEES WHO HAVE FAMILY MEMBERS ON THE BOARD OF TRUSTEES FOR THE FISCAL YEAR ENDED JUNE 30, 2024. NONE OF THE EMPLOYEES ARE KEY EMPLOYEES. THE TOTAL COMPENSATION FOR THESE EMPLOYEES TOTALED $277,013. 0 X LITHOGRAPHS 1 107500 FMV 1 1 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 30B: 5 YEARS ON HOLD. 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 THE FORM 990 IS ALSO PROVIDED TO THE SCHOOL'S AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE 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 2023. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST.