2022-04-21T14:15:02-05:00 2021-06-30 411647057 MAHONEYULBRICHCHRISTIANSEN & RUSS PA 10 RIVER PARK PLAZA SUITE 800 SAINT PAUL MN 55107 990 2020-07-01 410943433 ST PAUL ACADEMY AND SUMMIT SCHOOL STPA 6516961319 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 CHELSEA KIMPTON DIRECTOR OF FINANCE 6516961319 2022-04-18 1 CHELSEA KIMPTON 999009999 ROZALYN Z ALLYSON P00234621 6512276695 2022-04-18 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHELSEA KIMPTON 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 58556345 0 X WWW.SPA.EDU X 1969 MN TO PROVIDE STUDENTS WITH EDUCATIONAL INSTRUCTION. 19 19 418 250 0 0 3808933 6290203 29068049 30182338 1300824 1106779 0 0 34177806 37579320 5340858 6095641 0 0 18178798 19831097 318000 10853 1008165 9347932 10193339 33185588 36130930 992218 1448390 144164701 155552723 23908808 17152320 120255893 138400403 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 32716454 6095641 30182338 ST. PAUL ACADEMY IS AN INSTRUCTIONAL INSTITUTION FOR STUDENTS. 32716454 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 81 0 1 418 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X CHELSEA KIMPTON 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 ELIZABETH DRISCOLL HLAVKA TRUSTEE 1.00 X 0 0 0 MARK W ADDICKS TRUSTEE 1.00 X 0 0 0 PHILIP MCKOY TRUSTEE 1.00 X 0 0 0 JOHN W COSGRIFF TRUSTEE 1.00 X 0 0 0 SCOT W MALLOY TRUSTEE 1.00 X 0 0 0 ANNE LARSEN HOOLEY TRUSTEE 1.00 X 0 0 0 BARBARA L NARAMORE TRUSTEE 1.00 X 0 0 0 DAVID W KANSAS TRUSTEE 1.00 X 0 0 0 DAVID A KRISTAL 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 JP PELTIER TRUSTEE 1.00 X 0 0 0 AMANDA KAY LIU TRUSTEE 1.00 X 0 0 0 BAKE BAKER TRUSTEE 1.00 X 0 0 0 VARUN KHARBANDA TRUSTEE 1.00 X 0 0 0 CHIP PETERSON TRUSTEE 1.00 X 0 0 0 BRYN ROBERTS HEAD OF SCHOOL 50.00 X 420464 0 209290 CHELSEA KIMPTON DIRECTOR OF FINANCE 40.00 X 140354 0 25425 CINDY RICHTER ASSISTANT HEAD OF SCHOOL 40.00 X 184701 0 36074 DOROTHY GOLDIE DIRECTOR OF ADVANCEMENT 40.00 X 149929 0 29306 HEATHER PLOEN DIRECTOR OF ADMISSION AND 40.00 X 124226 0 61443 MARK DICKINSON DIRECTOR OF OPERATIONS 40.00 X 148284 0 12245 SARAH J ROMANS ASSISTANT HEAD OF SCHOOL 40.00 X 160065 0 64588 1328023 0 438371 7 0 1 0 MCGOUGH CONSTRUCTION CO INC NW590 PO BOX 1450 MINNEAPOLIS MN 554855970 GENERAL CONTRACTOR 769136 ALLIED UNIVERSAL SECURITY SERVICES 2001 KILLEBREW DRIVE SUITE 335 BLOOMINGTON MN 55425 SECURITY SERVICE 416598 COMMUNITY COUNSELLING SERVICES 155 N UPPER WACKER DR 1790 CHICAGO IL 60606 FUNDRAISING 163185 3 3711394 2578809 213831 6290203 TUITION AND FEES 611600 29444647 29444647 OTHER REVENUE 611600 625354 625354 SUMMER SCHOOL TUITION 611600 112337 112337 30182338 1048653 1048653 21035151 20977025 58126 58126 58126 37579320 30182338 0 1106779 6095641 6095641 1834992 738979 647655 448358 13709179 12644606 764265 300308 991618 983435 8183 2210632 2050348 120107 40177 1084676 949916 89117 45643 42041 37656 2690 1695 25247 25247 10853 10853 344160 344160 56845 50916 3637 2292 241217 171438 33422 36357 612365 548495 39178 24692 1200601 1182446 12334 5821 10742 9622 687 433 442459 435769 4545 2145 2180346 2147376 22399 10571 BLDG AND GROUNDS MAINT 1769688 1742928 18180 8580 INSTRUCTIONAL 1137635 1137635 FOOD SERVICE 881928 881928 SECURITY 496628 489118 5102 2408 751437 418202 265403 67832 36130930 32716454 2406311 1008165 3987163 500405 3884339 1517225 52308 106742 286913 5438 513535 581318 103739431 34146399 69072756 69593032 64583538 80971571 1784149 2276992 144164701 155552723 590585 754919 2211851 2428112 17205362 13419451 3373587 0 527423 549838 23908808 17152320 X 62292441 64819949 57963452 73580454 120255893 138400403 144164701 155552723 1448390 16696120 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48037412 658026 14783304 1976006 50162 61452574 47295160 648499 2144926 2005467 45706 48037412 45823612 291926 3224342 1973812 70908 47295160 43299704 337261 4096647 1814548 95452 45823612 38741263 879906 5526053 1757497 88504 43299704 0.60000 0.40000 1 0 3484334 3484334 90222496 27129959 63092537 6552863 4631531 1921332 3479738 2384909 1094829 69593032 ASSET RETIREMENT OBLIGATION 549838 549838 X 49730543 16696120 -4200737 12495383 37235160 344160 344160 37579320 31586033 -4200737 -4200737 35786770 344160 344160 36130930 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 -4,200,737. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS -4,200,737. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS 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 BOARD RESOLUTION, DIVERSITY ACTION PLAN, AND LOCAL AFFILIATIONS OF THE ORGANIZATION ARE POSTED ON ITS WEBSITE. 1 FINANCIAL AID FOR TUITION 286 4200737 EMPLOYEE DISCOUNTS 78 1894904 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 420464 0 0 0 0 0 157413 0 51877 0 629754 0 0 0 SARAH J ROMANS ASSISTANT HEAD OF SCHOOL 160065 0 0 0 0 0 19227 0 45361 0 224653 0 0 0 CINDY RICHTER ASSISTANT HEAD OF SCHOOL 184701 0 0 0 0 0 20438 0 15636 0 220775 0 0 0 HEATHER PLOEN DIRECTOR OF ADMISSION AND 124226 0 0 0 0 0 14917 0 46526 0 185669 0 0 0 DOROTHY GOLDIE DIRECTOR OF ADVANCEMENT 149929 0 0 0 0 0 16555 0 12751 0 179235 0 0 0 CHELSEA KIMPTON DIRECTOR OF FINANCE 140354 0 0 0 0 0 15511 0 9914 0 165779 0 0 0 MARK DICKINSON DIRECTOR OF OPERATIONS 148284 0 0 0 0 0 10249 0 1996 0 160529 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 638521 7375000 7375000 0 1 1 1 B 532603 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 38 213831 PRICE ON DATE REC'D 0 0 1 1 PART I, LINE 32B: STOCK CONTRIBUTIONS ARE PROCESSED AND SOLD THROUGH LICENSED BROKERAGE SERVICE COMPANIES. 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.