2022-05-09T10:15:13-05:00 2021-06-30 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2020-07-01 310896538 ST FRANCIS SCHOOL INC FKA ST FRANCIS HIGH SCHOOL INC STFR 5025852057 233 WEST BROADWAY LOUISVILLE KY 40202 ALEXANDRA THURSTONE HEAD OF SCHOOL 5025852057 2022-05-09 1 ALEXANDRA THURSTONE 999009999 TRAVIS C FRICK P01728213 5025830248 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ALEXANDRA THURSTONE 233 WEST BROADWAY LOUISVILLE KY 40202 14909755 0 X STFRANCISSCHOOL.ORG X 1966 KY OPERATION OF COEDUCATIONAL INDEPENDENT SECONDARY, ELEMENTARY, MIDDLE, AND PRESCHOOLS. 27 27 118 100 0 0 1012696 8595983 6499068 6155730 26495 -2803 114370 79570 7652629 14828480 0 0 0 0 4621285 4478003 0 0 314361 3672024 3293416 8293309 7771419 -640680 7057061 23429382 30909657 8687126 8164947 14742256 22744710 X ACCREDITED BY THE INDEPENDENT SCHOOLS ASSOCIATION OF THE CENTRAL STATES (ISACS), ST. FRANCIS SCHOOL IS AN INDEPENDENT SCHOOL EDUCATING CHILDREN AGES 2 THROUGH GRADE 12. ST. FRANCIS SCHOOL'S MISSION STATES: "ST. FRANCIS SCHOOL CULTIVATES A JOYFUL, COMPASSIONATE, INTELLECTUAL COMMUNITY THAT CELEBRATES INDIVIDUALITY AND INSPIRES INDEPENDENT THINKING FOR LIFE." 0 0 5609631 6146045 THE ORGANIZATION'S PURPOSE IS THE OPERATION OF AN INDEPENDENT SCHOOL FOR GRADES PRESCHOOL THROUGH GRADE 12 SERVING APPROXIMATELY 466 STUDENTS AND 98 FACULTY AND STAFF ON TWO CAMPUSES. 5609631 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 21 0 1 118 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 KY X ST FRANCIS SCHOOL INC 5027953369 233 WEST BROADWAY LOUISVILLE KY 40202 JAMES MELHUISH BOARD CHAIR 4.00 X X 0 0 0 LAURA LINKOUS VICE CHAIR 4.00 X X 0 0 0 KELLY WRIGHT HENRION SECRETARY 4.00 X X 0 0 0 WES JOHNSON TREASURER 4.00 X X 0 0 0 EMILY KIRCHDORFER DIRECTOR 4.00 X 0 0 0 EMILY YAO DIRECTOR 4.00 X 0 0 0 GINNY FRAZIER DIRECTOR 4.00 X 0 0 0 HEATHER MCHOLD DIRECTOR 4.00 X 0 0 0 JAMES MASON DIRECTOR 4.00 X 0 0 0 AMANDA SCHRIBER DIRECTOR 4.00 X 0 0 0 JASON SNYDER DIRECTOR 4.00 X 0 0 0 JOHN SHUMATE EXECUTIVE COMMITTEE 4.00 X 0 0 0 KAPAUNER LEWIS DIRECTOR 4.00 X 0 0 0 ANNA BASS-WILSON DIRECTOR 4.00 X 0 0 0 KEN EDWARDS DIRECTOR 4.00 X 0 0 0 BRIAN SCANTLAND DIRECTOR 4.00 X 0 0 0 LEE MIDDENDORF DIRECTOR 4.00 X 0 0 0 PR LANCASTER EXECUTIVE COMMITTEE 4.00 X 0 0 0 PAULA CAFFER EXECUTIVE COMMITTEE 4.00 X 0 0 0 ROB PENTA DIRECTOR 4.00 X 0 0 0 SUZY LANCASTER EXECUTIVE COMMITTEE 4.00 X 0 0 0 CHAD CARLTON DIRECTOR 4.00 X 0 0 0 KELLEY COX EXECUTIVE COMMITTEE 4.00 X 0 0 0 SHERRY CORNELL DIRECTOR 4.00 X 0 0 0 JERRON JONES DIRECTOR 4.00 X 0 0 0 STEWART LUSSKY DIRECTOR 4.00 X 0 0 0 LATOYA WHITLOCK DIRECTOR 4.00 X 0 0 0 ALEXANDRA THURSTONE HEAD OF SCHOOL 40.00 X 197121 0 16050 197121 0 16050 1 0 1 0 BUFFALO CONSTRUCTION 2700 STANLEY GAULT PKWY 130 LOUISVILLE KY 40223 CONSTRUCTION 345474 SAGE DINING SERVICES 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 CATERING 271980 THE LANGSFORD CENTER 2520 BARDSTOWN ROAD LOUISVILLE KY 40205 TUTORING SERVICES 154132 LUCKETT & FARLEY 737 SOUTH THIRD STREET LOUISVILLE KY 40202 CONSTRUCTION 127831 4 100275 1325303 7170405 8595983 STUDENT TUITION AND FEES 900099 5540142 5540142 LEARNING CENTER 900099 173176 173176 TUITION SERVICE CHARGES AND LATE 900099 102574 102574 BUS SERVICE REVENUE 900099 87239 87239 SUMMER PROGRAMS 900099 86293 86293 166306 166306 6155730 7929 7929 10732 -10732 -10732 -10732 149066 100275 70543 78523 78523 MISCELLANEOUS OTHER 900099 1047 1047 1047 14828480 6146045 0 86452 197121 197121 3476533 2562250 733583 180700 160975 107656 53319 352723 255727 96996 290651 203771 86880 42385 42385 31367 31367 206484 31330 31330 143824 71565 29719 41846 700281 595239 70028 35014 1234 1234 190751 190751 636510 541033 63651 31826 ATHLETICS 274136 274136 INSTRUCTIONAL EXPENSES 271065 271065 CAFETERIA 233911 233911 THE LEARNING CENTER 198310 198310 435417 304250 208170 -77003 7771419 5609631 1847427 314361 1443129 1930049 841854 6589807 329085 352630 107485 75772 23897982 6241927 17675483 17656055 2811470 4030883 5057 3371 215819 271090 23429382 30909657 235425 563585 2093558 2712320 5228818 4874398 1129325 14644 8687126 8164947 X 11760557 13922070 2981699 8822640 14742256 22744710 23429382 30909657 7057061 945393 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3249056 5192270 937366 61101 15763 9301828 3277936 112500 57330 184288 14422 3249056 3045855 114882 244870 117344 10327 3277936 2754267 45629 259370 3565 9846 3045855 2540392 39971 337126 153267 9955 2754267 0.19300 0.71080 0.09620 1 0 3345152 3345152 19372082 5844029 13528053 680773 397898 282875 499975 499975 17656055 MUTUAL FUNDS 4030883 F 4030883 CAPITAL LEASE PAYABLE 14644 14644 X 15773873 945393 945393 14828480 0 14828480 7771419 0 7771419 0 7771419 PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS, FUNDING FOR THE LEARNING CENTER, PROFESSIONAL DEVELOPMENT EXPENSES AND FUNDING FOR BOOKS. PART X, LINE 2: THE SCHOOL QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE IN THESE STATEMENTS. THE SCHOOL'S ACCOUNTING POLICY PROVIDES THAT A TAX EXPENSE/BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS RESULTING IN AN ACCRUAL OF A TAX EXPENSE OR BENEFIT. THE SCHOOL'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX IS SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTE OF LIMITATIONS ON THE RETURN, WHICH IS GENERALLY THREE YEARS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 STATEMENTS CONCERNING ST. FRANCIS SCHOOL'S NON-DISCRIMINATORY POLICY APPEAR ON THE APPLICATION FOR ADMISSIONS FORMS. X X X X X X IMAGINE ART AUCTION 244591 95525 149066 13342 2765 45271 OGE AUCTION 4750 4750 5000 4165 249341 100275 149066 13342 7765 49436 70543 78523 X X X 0 0 0 0 0 0 0 0 0 ALEXANDRA THURSTONE HEAD OF SCHOOL 197121 0 0 0 0 0 0 0 16050 0 213171 0 0 0 X 420208 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING AMENDMENTS WERE MADE TO THE SCHOOL'S BYLAWS: ARTICLE II - BOARD OF TRUSTEES -SECTION 2. TERM: TERM EXTENSION IS NOT PRESUMED AND IT WILL BE A MUTUAL DECISION BETWEEN THE ELECTED TRUSTEE WILLING TO SERVE FOR ANOTHER YEAR AND THE GOVERNANCE COMMITTEE RECOMMENDATION. -SECTION 5. RESIGNATION AND REMOVAL: NON-EXHAUSTIVE CASES WHERE TRUSTEES ARE SUBJECT TO REMOVAL BY THE VOTE OF A MAJORITY OF VOTING TRUSTEES (EXCLUDING THE TRUSTEE IN QUESTION). RESIGNATIONS CAN BE REVIEWED BY THE EXECUTIVE OR GOVERNANCE COMMITTEE. ARTICLE III - POWERS AND DUTIES OF THE BOARD OF TRUSTEES -SECTION 1. POWERS: MEMBERS OF THE EXECUTIVE COMMITTEE, INCLUDING THE CHAIR, SHALL EVALUATE, NEGOTIATE, AND EXECUTE ANY AND ALL RELEVANT AGREEMENTS RELATED TO THE HEAD OF THE SCHOOL. ARTICLE IV - OFFICERS AND THEIR DUTIES; GENERAL COUNSEL -SECTION 1. GENERALLY. A. OFFICERS OF THE BOARD OF TRUSTEES A) CHAIR TERM OF TWO YEARS, WHICH MAY BE EXTENDED AT THE PLEASURE OF THE GOVERNANCE AND EXECUTIVE COMMITTEES. B) PAST CHAIR ROLES CAN BE FILLED BY ANY PREVIOUS BOARD CHAIR WHO IS STILL A VOTING TRUSTEE,WHEN THE IMMEDIATE PAST CHAIR IS UNWILLING TO SERVE IN THIS ROLE. C) THE VICE CHAIR SHALL ACT AS THE CHAIR ELECT, AND SUCCEED INTO THE CHAIR ROLE WHEN THE CURRENT CHAIR RETIRES FROM THE ROLE. B. GENERAL COUNSEL A) GENERAL COUNSEL MAY BE APPOINTED BY THE CHAIR UPON RECOMMENDATION BY THE GOVERNANCE COMMITTEE WHEN NECESSARY. ARTICLE V - HEAD OF THE SCHOOL -SECTION 3. CONTINUED EMPLOYMENT OF THE HEAD OF SCHOOL; REVIEW. - MEMBERS OF THE EXECUTIVE COMMITTEE, INCLUDING THE CHAIR, ARE RESPONSIBLE FOR EVALUATING THE HEAD OF THE SCHOOL'S PERFORMANCE AND MANAGEMENT OF THE SCHOOL PERIODICALLY. ARTICLE VI - COMMITTEES -SECTION 1. STANDING COMMITTEES OF THE BOARD OF TRUSTEES -MEMBERSHIP IN EACH STANDING COMMITTEE APPOINTED BY THE CHAIR WITH THE ADVICE AND CONSENT OF THE BOARD OF TRUSTEES AND EACH COMMITTEE CHAIR PRIOR TO THE FIRST BOARD MEETING OF THE NEW BOARD YEAR IN THE SUMMER. -CHAIR AND VICE-CHAIR OR PAST CHAIR ARE NON-VOTING MEMBERS OF ALL STANDING COMMITTEES. A) MEMBERS OF THE EXECUTIVE COMMITTEE SHALL EVALUATE, NEGOTIATE, AND EXECUTE ANY AND ALL RELEVANT AGREEMENTS RELATED TO THE HEAD OF THE SCHOOL. C) THE FINANCE COMMITTEE CAN MAKE RECOMMENDATIONS TO THE BOARD OF TRUSTEES REGARDING DEBT INSTRUMENTS, INVESTMENT POLICIES, INITIATING AND OVERSEEING AN ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND PRESENTS RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE FINANCE COMMITTEE ANNUALLY REQUIRES WRITTEN INDEPENDENCE STATEMENTS FROM ALL BOARD AND STAFF MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS TO DETERMINE THE COMPENSATION AND ENSURE THAT IT IS COMPARABLE. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST ON SITE. FORM 990, PART XII, LINE 2C: NO CHANGES IN CURRENT YEAR.