2021-03-02T09:33:29-06:00 2020-06-30 383635706 REHMANN ROBSON LLC 5070 HIGHWAY A1A STE 250 VERO BEACH FL 32963 990 2019-07-01 591059214 SAINT EDWARD'S SCHOOL INC SAIN 7724922313 1895 SAINT EDWARDS DRIVE VERO BEACH FL 32963 DARREN SYLVIA TREASURER 7724922313 2021-02-24 1 DEBORAH A CRUM CPA P00282890 7722348484 2021-02-24 2019 2022-09-23 18:48:47Z STUART HIRSTEIN HEAD OF 1895 SAINT EDWARDS DRIVE VERO BEACH FL 32963 18348852 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. 20 17 265 150 161790 -3273 1513825 3295092 14597558 14716067 110242 76690 191331 142321 16412956 18230170 2310739 2338806 0 0 8677158 8486590 0 0 535287 5087243 5320010 16075140 16145406 337816 2084764 44750844 43834262 6781321 3524752 37969523 40309510 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 11676086 2338806 14433826 ST. EDWARD'S SCHOOL PROVIDES EDUCATION FOR PRIMARY, INTERMEDIATE AND SECONDARY STUDENTS. APPROXIMATELY 577 STUDENTS WERE SERVED. 650990 309253 ST. EDWARD'S SCHOOL PROVIDES SEVERAL AUXILIARY SERVICES SUCH AS A SUMMER CAMP PROGRAM, RECREATIONAL/CLUB SWIM TEAM, TUTORIAL CENTER, AND EXTENDED DAY CARE. 12327076 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 65 0 1 265 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 17 0 0 0 0 0 1 0 1 1 1 0 1 1 1 1 1 1 1 0 0 X BETH ZAMERSKI 7724922313 1895 ST EDWARDS DR VERO BEACH FL 32963 KEVIN BARRY CHAIRMAN 8.00 X X 0 0 0 RICHARD MCDERMOTT VICE-CHAIR 8.00 X X 0 0 0 DARREN SYLVIA TREASURER/SECRETARY 8.00 X X 0 0 0 FRANK ADAMS TRUSTEE 2.00 X 0 0 0 RONALD J RENNICK JR TRUSTEE 2.00 X 0 0 0 EMILY R TREMML TRUSTEE 2.00 X 0 0 0 NELL KLEINSCHMIDT TRUSTEE 2.00 X 0 0 0 WENDY PORTER TRUSTEE 2.00 X 0 0 0 MARK GERBER TRUSTEE 2.00 X 0 0 0 SANDY HAMMONDS TRUSTEE 2.00 X 0 0 0 ADAM LOGEMANN TRUSTEE 2.00 X 0 0 0 BRYAN CORRIGAN TRUSTEE 2.00 X 0 0 0 MARGARET ANNE EVANS TRUSTEE 2.00 X 0 0 0 ANDREW KENNEDY TRUSTEE 2.00 X 0 0 0 ANGELA WALDROP TRUSTEE 2.00 X 0 0 0 JASON FYKES TRUSTEE 2.00 X 0 0 0 KEVIN GIVEN TRUSTEE 2.00 X 0 0 0 REV CHRIS RODRIGUEZ TRUSTEE 2.00 X 0 0 0 ANDREW RUSSELL TRUSTEE 2.00 X 0 0 0 CHRISTINE KAHLER TRUSTEE 2.00 X 0 0 0 MICHAEL MERSKY HEAD OF SCHOOL 40.00 X 353892 0 40116 BETH ZAMERSKI ASSOC HEAD OF SCHOOL-FINANCE & OPERATIONS 40.00 X 152297 0 16257 QUENTIN VOYLES DIRECTOR OF TECHNOLOGY 40.00 X 107473 0 12305 KEIRA MURPHY HEAD OF MIDDLE SCHOOL 40.00 X 127149 0 29707 JOHN MACMULLAN HEAD OF UPPER SCHOOL 40.00 X 152163 0 44159 892974 0 142544 7 0 1 0 FLIK INDEPENDENT SCHOOLS PO BOX 50196 LOS ANGELES CA 90074 FOOD SERVICE/CAFETERIA EQUIPMENT 175024 ATLANTIC ROOFING OF VERO BEACH 4310 45TH STREET VERO BEACH FL 32967 ROOF REPAIRS/MAINTENANCE 168104 APAV SOLUTIONS 825 SUNSHINE LANE ALTMONTE SPRINGS FL 32714 REPLACE SOUND/AUDIO SYSTEMS N THEATER 129124 BLACKBAUD INC PO BOX 930256 ATLANTA GA 31193 SCHOOLWIDE DATABASE SUBSCRIPTIONS 125759 PRESIDIO NETWORK SOLUTIONS PO BOX 822169 PHILADELPHIA PA 19182 IT NETWORK EQUIPMENT, FIREWALL 108018 5 232376 1366895 1695821 146418 3295092 TUITION & FEES 611110 14169109 14169109 OTHER PROGRAM REVENUE 611110 237705 237705 AUXILIARY SERVICES - TAXABLE 713990 161790 161790 AUXILIARY SERVICES - EXEMPT 611110 147463 147463 14716067 78834 78834 14241 16385 -2144 -2144 -2144 172124 232376 58959 113165 113165 69356 43338 26018 26018 RENTAL INCOME 531190 3138 3138 3138 18230170 14581289 161790 191999 2338806 2338806 347495 243247 104248 6581911 4972062 1372428 237421 351717 224806 110821 16090 681442 435553 214714 31175 524025 331247 169069 23709 21352 21352 58701 58701 58659 58659 102911 13399 89512 221315 97146 97335 26834 393193 352197 36709 4287 997712 789192 189564 18956 812464 728928 74800 8736 FACILITIES EXPENSES 1077135 942807 119194 15134 SPORTS 310251 310251 DISCRETIONARY FUND 132946 132946 LUNCH PROGRAM 93345 93345 1040026 564391 426938 48697 16145406 12327076 3283043 535287 1 9134292 7682890 450278 495250 61503 103325 26707 31453 35936952 21197472 14698419 14739480 19471838 19946619 907807 835244 44750844 43834262 676796 895249 5806549 2238279 297976 391224 6781321 3524752 X 23409999 25401132 14559524 14908378 37969523 40309510 44750844 43834262 2084764 255223 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 326638 1 1 14175189 591352 77289 385302 14458528 13349897 695271 459762 329741 14175189 11567546 1031915 1023167 272731 13349897 9020496 1626619 1194344 273913 11567546 8114280 1555512 -382319 266977 9020496 1.00000 0 0 695256 695256 25158120 13519232 11638888 4183499 2791158 1392341 5900077 4887082 1012995 14739480 BOOK RESERVE- LOWER SCHOOL TEXTS 22566 BAND EQUIPMENT MAINTENANCE RESERVE 17392 TABLET DEPOSITS 113064 A/P-L/S DISCRETIONARY FUND 26377 A/P-M/S DISCRETIONARY FUND 39371 A/P-U/S DISCRETIONARY FUND 38175 RESERVE FOR LACROSSE 1471 STUDENT ACTIVITY-CLUB FUNDS 20272 RESERVE FOR LEARNING SUPPORT SERVIC 39913 RESERVE FOR LS BOX TOPS 3031 RESERVE FOR US LIBRARY 33787 SCIENCE NATIONAL HONOR SOCIETY RESE 888 SUPERFANS CLUB 699 LUNCH PROGRAM ACCOUNT FUNDING 33510 RESERVE FOR FOOTBALL 708 391224 X 16323134 255223 176547 431770 15891364 2338806 2338806 18230170 13983147 176547 176547 13806600 2338806 2338806 16145406 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 2017 THROUGH 2020, THE YEARS THAT REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2020. 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, 2020 OR 2019, 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 176,547. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID & EMPLOYEE TUITION REMISSION 2,338,806. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION DIFFERENCE 176,547. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND EMPLOYEE TUITION REMISSION 2,338,806. 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 232376 232376 13286 PARENTS ASSOCIATION 172124 172124 45673 404500 232376 172124 58959 58959 113165 1 FINANCIAL AID-EXISTING STUDENTS 129 1563323 BENEFIT- EMPLOYEE TUITION REMISSION 59 775483 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 MICHAEL MERSKY HEAD OF SCHOOL 343931 0 0 0 9961 0 33000 0 7116 0 394008 0 0 0 BETH ZAMERSKI ASSOC HEAD OF SCHOOL-FINANCE & OPERA 152297 0 0 0 0 0 7615 0 8642 0 168554 0 0 0 KEIRA MURPHY HEAD OF MIDDLE SCHOOL 127149 0 0 0 0 0 6357 0 23350 0 156856 0 0 0 JOHN MACMULLAN HEAD OF UPPER SCHOOL 152163 0 0 0 0 0 7608 0 36551 0 196322 0 0 0 PART I, LINE 1A THE FOLLOWING BENEFITS ARE PROVIDED TO MICHAEL MERSKY, 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 $46,175 AND IS NOT TREATED AS TAXABLE COMPENSATION. 3) HEALTH OR SOCIAL CLUB DUES: THE HEAD OF SCHOOL RECEIVED $5,716 FOR CLUB DUES 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 AIRFARE FOR THE HEAD OF SCHOOL SPOUSE ONLY FOR THIS CONFERENCE. PART I, LINE 7 $1,000 10-YEAR ANNIVERSARY BONUS; YEARS OF SERVICE BONUS PROGRAM APPLIES TO ALL EMPLOYEES. JASON FYKES BOARD MEMBER 30030 EMPLOYEE TUITION REMISSION SCHOOL TUITION KELLY FYKES SPOUSE OF BOARD MEMBER 51100 RECEIVED COMPENSATION 0 PAULA GIVEN SPOUSE OF BOARD MEMBER 34658 RECEIVED COMPENSATION 0 LOUISE KENNEDY FAMILY OF BOARD MEMBER 60075 RECEIVED COMPENSATION 0 X 9 146418 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. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC MICHAEL MERSKY - 1408 RIDGE ROAD, LANCASTER, PA 17603.