2025-05-09T15:19:41-05:00 2024-06-30 450250958 Eide Bailly LLP 2950 E Harmony Rd Ste 290 Fort Collins CO 805283429 990 2023-07-01 846049400 St Anne's Episcopal School Inc STAN 3037569481 2701 S York St Denver CO 80210 Christopher Bennett Chief Financial Officer 3037569481 2025-05-09 1 1 Kyle Fritch CPA P01313374 9702238825 2025-05-08 2023 2025-03-06 01:10:19Z Christopher Cox 2701 S York St Denver CO 80210 19435828 0 X www.St-Annes.org X 1967 CO To cultivate curious and compassionate learners, inspired to serve and enrich our world. 17 17 137 150 0 0 1255052 3727956 12082955 12581607 638482 1302756 45470 -30108 14021959 17582211 1458678 1458590 0 0 9138211 9991810 0 0 546875 3936342 4387560 14533231 15837960 -511272 1744251 48650000 57365886 2383384 2258247 46266616 55107639 X 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, we provide a nurturing and inclusive learning environment that prepares students for the next phase of their lives. 0 0 12631151 1458590 12581607 St. Anne's Episcopal School has grown into a premier preschool through grade 8 independent, coeducational day school with more then 420 students currently enrolled. Students are provided with well-balanced, state-of-the-art programs in academics, athletics and the arts. Additionally, an extraordinary emphasis is placed on character development and ethical decision making through the school's unique history and heritage and an array of programs and activities. These activities and relationships occur on a beautiful, garden-filled 7.5 acre Denver campus and a scenic, 15.5 acre experiential facility in the foothills outside the city. 12631151 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 1 137 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 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 Elizabeth Walker 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 David Chung 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 Sarah Mengshol 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 Christopher Cox Head of School 50.00 X 324209 0 74607 Christopher Bennett Chief Financial Officer 40.00 X 171589 0 30367 Lori Frank Assistant Head of School 40.00 X 180427 0 29502 Patricia Narajka Teacher 40.00 X 137455 0 23239 Maurine McKleroy Teacher 40.00 X 132331 0 21828 Jennifer Ruport Director of Development 40.00 X 128429 0 10408 Richard Sigler Teacher 40.00 X 126364 0 22678 Timothy Seitz Director of Facilities 40.00 X 124427 0 22057 1325231 0 234686 16 0 1 0 Sodexo PO Box 360170 Pittsburgh PA 152626170 Food & custodial 1011378 Beaver Builders 4660 S Clarkson St Cherry Hills Village CO 80113 General contracting construction 832090 2 591650 1716380 1419926 116321 3727956 Tuition and Fees 900099 12318078 12318078 Auxiliary and Other 900099 228402 228402 35127 35127 12581607 1151588 1151588 1840824 1689656 151168 151168 151168 22727 591650 141528 -118801 -118801 9050 0 9050 9050 102076 22433 79643 79643 17582211 12581607 0 1272648 1458590 1458590 814605 198504 576400 39701 6388497 5376437 757671 254389 522922 441885 59998 21039 1693656 1352836 271935 68885 572130 447617 101189 23324 224386 224386 77789 77789 177583 71180 106403 183863 53741 127269 2853 173996 132063 34921 7012 949084 816212 127177 5695 1077468 926622 144381 6465 Lunch program 652611 652611 Education Expense 569391 569391 Professional Developmen 222696 173514 39969 9213 Dues & Subscription 39951 31128 7170 1653 38742 38499 243 15837960 12631151 2659934 546875 4617756 5048839 165975 102509 117875 1768804 208770 106894 25089811 13575237 10944028 11514574 28812319 31655312 3708327 3416088 74950 3752866 48650000 57365886 937808 789966 1370626 1412885 74950 55396 2383384 2258247 X 42643625 47343878 3622991 7763761 46266616 55107639 48650000 57365886 X 1744251 3257710 3493807 345255 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33147640 375362 3998532 1118400 3550502 32852632 30145884 1369729 3393421 1761394 33147640 35953667 1296707 -5544974 1559516 30145884 27432604 2142498 7730866 1352301 35953667 26045992 2203510 506893 1323791 27432604 0.88420 0.08940 0.02640 0 0 170750 170750 22592929 11764192 10828737 2326132 1811045 515087 11514574 Private Debt and Hedged Equity 1833895 F Hedged Equity 1582193 F 3416088 Beneficial Interest in Perpetual Trust 3697470 Right of Use Lease Asset 55396 3752866 Operating Lease Liability 55396 55396 X 19726209 3257710 -1113335 2144375 17581834 377 377 17582211 14378993 0 14378993 377 1458590 1458967 15837960 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 -1,458,590. Change in value of beneficial interest in perpetual trust 345,255. Part XII, Line 4b - Other Adjustments: Scholarships reported in expenses for 990 purposes 1,458,590. 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 4437136 0 0 0 0 0 0 4437136 0 4437136 1 0 0 0 0 0 2024 Benefit 614377 591650 22727 28803 31299 15775 65651 614377 591650 22727 28803 31299 15775 65651 141528 -118801 1 Scholarships 78 1458590 Part I, Line 2: Scholarships are awarded based on need and monitored over the course of the year. X X X 0 0 0 0 0 0 0 0 0 Christopher Cox Head of School 324209 0 0 0 0 0 26872 0 49086 0 400167 0 0 0 Lori Frank Assistant Head of School 180427 0 0 0 0 0 17880 0 14726 0 213033 0 0 0 Christopher Bennett Chief Financial Officer 171589 0 0 0 0 0 14304 0 18337 0 204230 0 0 0 Patricia Narajka Teacher 137455 0 0 0 0 0 11617 0 13646 0 162718 0 0 0 Maurine McKleroy Teacher 132331 0 0 0 0 0 10206 0 12993 0 155530 0 0 0 Richard Sigler Teacher 126364 0 0 0 0 0 11053 0 14721 0 152138 0 0 0 X 20 116321 Hi-lo average FMV 0 0 0 0 Part I, Column (b): The organization reports the number of contributions in column (b). 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 Committee on Trustees, composed of the board President, Secretary and Chair of the finance committee. 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. This committee also 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 345,255.