2020-04-28T14:38:43-05:00 2019-06-30 743001153 PMB HELIN DONOVAN LLP 12301 RESEARCH BLVD BLDG 5 160 AUSTIN TX 78759 990 2018-07-01 746003626 ST ANDREWS EPISCOPAL SCHOOL INC STAN 5122999800 1112 W 31ST STREET AUSTIN TX 787051902 JACK NELSON TREASURER 5122999800 2020-04-28 1 NORMAN TRUBEE P00962119 5122589670 2020-04-28 74.192.163.180 2020-04-28 12:19:06 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6E7E0E5E43DCF795FC2D0E7EA97D58B532BF5A60 2018 2020-11-19 02:30:22Z JOHN C MURPHY 1112 W 31ST STREET AUSTIN TX 787051902 30787653 0 X WWW.SASAUSTIN.ORG X 1952 TX TO PROVIDE AN ENRICHED ACADEMIC PROGRAM WITHIN A CHRISTIAN ENVIRONMENT EMPHASIZING THE FULLFILLMENT OF EACH STUDENT'S POTENTIAL. 21 18 381 205 0 0 1153701 2691191 25295036 26199232 1566413 383763 390467 199712 28405617 29473898 2535861 2423550 0 0 15673930 16384254 0 0 778798 9286387 9562664 27496178 28370468 909439 1103430 92412872 94681993 26462436 27277107 65950436 67404886 TO PROVIDE AN ENRICHED ACADEMIC PROGRAM WITHIN A CHRISTIAN ENVIRONMENT EMPHASIZING THE FULFILLMENT OF EACH STUDENT'S POTENTIAL. 0 0 24694260 2423550 26199232 ELEMENTARY, MIDDLE, AND HIGH SCHOOL EDUCATION FOR STUDENTS IN GRADES 1-12. 24694260 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 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 95 0 1 381 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X KAREN COWAN 5122999800 1112 W 31ST STREET AUSTIN TX 78705 DAVID GRIMM CHAIR 1.00 X X 0 0 0 ROBIN SHEPHERD VICE-CHAIR 1.00 X X 0 0 0 JACK NELSON TREASURER 1.00 X X 0 0 0 BREMOND MACDOUGALL SECRETARY 1.00 X X 0 0 0 MARGIE GAUDIN PAST CHAIR 1.00 X 0 0 0 AMY PADDOCK TRUSTEE 1.00 X 0 0 0 ANGELA BERRY TRUSTEE 1.00 X 0 0 0 ARDINA WASHINGTON TRUSTEE 1.00 X 0 0 0 DAN HERD TRUSTEE 1.00 X 0 0 0 EDIE ROGAT TRUSTEE 1.00 X 0 0 0 GERALD SPEITEL TRUSTEE 1.00 X 0 0 0 GRACE INGRAM-EISER TRUSTEE 1.00 X 0 0 0 GREG WEAVER TRUSTEE 1.00 X 0 0 0 J PITTMAN MCGEHEE TRUSTEE 1.00 X 0 0 0 JASON NEAR TRUSTEE 1.00 X 0 0 0 LAURIE RATLIFF TRUSTEE 1.00 X 0 0 0 PHIL DIAL TRUSTEE 1.00 X 0 0 0 TAYLOR BOWLES TRUSTEE 1.00 X 0 0 0 THE RT REV DENA HARRISON BISHOP SUFFRAGEN OF TEXAS 1.00 X 0 0 0 YVETTE WESBECHER TRUSTEE 1.00 X 0 0 0 JOHN C MURPHY HEAD OF SCHOOL 40.00 X 331183 0 101728 KAREN COWAN CHIEF FINANCIAL OFFICER 40.00 X 148117 0 8840 BRANDON ARMBRUSTER CHIEF OPERATING OFFICER 40.00 X 156395 0 10711 TIMOTHY MCGHEE ACADEMIC DEAN 40.00 X 130525 0 0 CATHERINE HERTER DIRECTOR OF DEVELOPMENT 40.00 X 108435 0 7264 CHARLES TODD STEPHENSON UPPER SCHOOL DIVISION HEAD 40.00 X 120515 0 0 ALICE NEZZER MIDDLE SCHOOL DIVISION HEAD 40.00 X 104914 0 7054 KAMA BRUCE LOWER SCHOOL DIVISION HEAD 40.00 X 103517 0 10719 MATTHEW LIPSTEIN DIRECTOR OF TECHNOLOGY 40.00 X 103135 0 7256 PRISCILLA LUND DIRECTOR OF ENROLLMENT MGMT 40.00 X 105193 0 7359 LUCY NAZRO FORMER HEAD OF SCHOOL 0.00 X 147868 0 0 1559797 0 160931 11 1 1 0 SAGE DINING SERVICES INC 1402 YORK RD SUITE 100 LUTHERVILLE MD 21093 DINING SERVICES 1321841 FOX SERVICE CO INC PO BOX 19047 AUSTIN TX 78760 AIR CONDITIONING REPAIRS/INSTALLATION 344687 TEXASCAPES INC 13740 RESEARCH BLVD STE J-7 AUSTIN TX 787501832 LANDSCAPING 282296 DENNIS SECURITY AND PROFESSIONAL SERVICE 2101 SOUTH IH-35 SUITE 105 AUSTIN TX 78741 SECURITY SERVICE 234752 JK COMMERCIAL CLEANING PO BOX 91121 AUSTIN TX 78709 JANITORIAL SERVICES 151783 12 921250 1769941 48652 2691191 TUITION AND FEES 900099 25455899 25455899 SUMMER CAMP PROGRAM 900099 369017 369017 BEYOND THE CLASSROOM 900099 320730 320730 BUS FEES (TRANSPORTATION) 900099 53586 53586 26199232 422194 422194 167194 0 167194 167194 167194 882657 242980 991665 172403 -109008 70577 -38431 -38431 131289 921250 149687 -18398 -18398 MISCELLANEOUS INCOME 900099 50916 50916 50916 29473898 26250148 0 532559 2423550 2423550 498745 454307 31955 12483 13416344 12220962 859584 335798 1444621 1249746 160535 34340 1024544 933258 65643 25643 84760 18203 64147 2410 59655 12811 45147 1697 451814 406633 31627 13554 1979294 1781365 138550 59379 STUDENT SUPPLIES AND SE 2890711 2877423 9302 3986 OPERATIONS AND MAINTENA 1575879 1368670 106452 100757 OTHER ADMINISTRATIVE SU 1169771 251220 885289 33262 CONTRACT EXPENSE AND OT 760631 642677 45204 72750 590149 53435 453975 82739 28370468 24694260 2897410 778798 12861450 15956823 262539 468006 1117959 619121 259444 213290 496764 321965 90397684 26914845 64342131 63482839 13072585 13486643 0 133306 92412872 94681993 1966066 1893486 12069066 13086851 12427304 12296770 26462436 27277107 X 53342094 54212723 4114364 4680155 8493978 8512008 65950436 67404886 92412872 94681993 1103430 403271 -52251 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12608342 18030 565791 13192163 10906774 5475 1928455 232362 12608342 10807852 20935 289571 211584 10906774 11220561 52161 -438530 26340 10807852 11974752 13356 -283776 483771 11220561 0.65000 0.35000 0 0 13605633 13605633 65016167 26914845 38101322 4137973 4137973 7149811 7149811 488100 488100 63482839 X 26966351 403271 403271 26563080 52251 2858567 2910818 29473898 25511901 0 25511901 2858567 2858567 28370468 PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME, OF WHICH THE SCHOOL HAD NO SIGNIFICANT AMOUNTS FOR THE YEARS ENDED JUNE 30, 2019 AND 2018, IS SUBJECT TO FEDERAL INCOME TAXES AND FRANCHISE TAXES. ACCORDINGLY, THERE IS NO PROVISION OR LIABILITY FOR FEDERAL INCOME TAXES OR FRANCHISE TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO ITS FISCAL YEAR ENDED JUNE 30, 2015. THE SCHOOL REGULARLY ASSESSES UNCERTAIN TAX POSITIONS IN EACH OF THE TAX JURISDICTIONS IN WHICH IT HAS OPERATIONS AND ACCOUNTS FOR THE RELATED CONSOLIDATED FINANCIAL STATEMENT IMPLICATIONS. UNRECOGNIZED TAX BENEFITS ARE REPORTED USING THE TWO-STEP APPROACH UNDER WHICH TAX EFFECTS OF A POSITION ARE RECOGNIZED ONLY IF IT IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED AND THE AMOUNT OF THE TAX BENEFIT RECOGNIZED IS EQUAL TO THE LARGEST TAX BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT OF THE TAX POSITION. DETERMINING THE APPROPRIATE LEVEL OF UNRECOGNIZED TAX BENEFITS REQUIRES THE SCHOOL TO EXERCISE JUDGMENT REGARDING THE UNCERTAIN APPLICATION OF TAX LAW. THE AMOUNT OF UNRECOGNIZED TAX BENEFITS IS ADJUSTED WHEN INFORMATION BECOMES AVAILABLE OR WHEN AN EVENT OCCURS INDICATING A CHANGE IS APPROPRIATE. FUTURE CHANGES IN UNRECOGNIZED TAX BENEFITS REQUIREMENTS COULD HAVE A MATERIAL IMPACT ON THE RESULTS OF OPERATIONS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL AND HAS CONCLUDED THAT AS OF JUNE 30, 2019 AND 2018 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 2,423,550. BEYOND THE CLASSROOM EXPENSES 146,516. SUMMER CAMP EXPENSES 288,501. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 2,423,550. BEYOND THE CLASSROOM EXPENSES 146,516. SUMMER CAMP EXPENSES 288,501. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED ANNUALLY IN THE PREDOMINANT LOCAL NEWSPAPER. FINANCIAL AID GALA 1052539 921250 131289 13899 88537 47251 1052539 921250 131289 13899 88537 47251 149687 -18398 1 TUITION ASSISTANCE 132 2423550 TUITION VALUE FINANCIAL AID X 0 1 X X X X 0 1 0 0 0 0 0 0 0 JOHN C MURPHY HEAD OF SCHOOL 331183 0 0 0 0 0 23728 0 78000 0 432911 0 0 0 KAREN COWAN CHIEF FINANCIAL OFFICER 148117 0 0 0 0 0 5390 0 3450 0 156957 0 0 0 BRANDON ARMBRUSTER CHIEF OPERATING OFFICER 156395 0 0 0 0 0 10711 0 0 0 167106 0 0 0 LUCY NAZRO FORMER HEAD OF SCHOOL 0 0 0 0 147868 0 0 0 0 0 147868 0 147868 0 PART I, LINE 1A HEAD OF SCHOOL HAS DISCRETIONARY SPENDING ACCOUNT FOR TRAVEL FOR SCHOOL BUSINESS. THE SCHOOL PAYS THE RENT ON A HOUSE FOR THE HEAD OF SCHOOL WHILE A NEW HOUSE ON THE SCHOOL PROPERTY IS BEING BUILT. RENT PAID FOR 2018 WAS $78,000. PART I, LINE 3 COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS DETERMINED BY EVALUATION BY THE GOVERNING COMMITTEE IN FORMAL SURVEY AND EVALUATION PROCESS AND THEN RECOMMENDED TO THE BOARD. PART I, LINE 4B DURING FISCAL YEAR 2000, THE SCHOOL ADOPTED A RETIREMENT PLAN TO PROVIDE RETIREMENT BENEFITS FOR THE THEN FORMER HEAD OF SCHOOL. THE SCHOOL ESTABLISHED A $215,000 FUND AND IT COULD, AT ITS DISCRETION, MAKE CONTRIBUTIONS TO THE ESTABLISHED FUND AS APPROVED BY THE BOARD OF TRUSTEES. UPON TERMINATION OF HER EMPLOYMENT AS THE HEAD OF SCHOOL, THE SCHOOL USED A PORTION OF THE FUND TO PURCHASE A HOME SELECTED BY THE FORMER HEAD OF SCHOOL VALUED AT $360,000 PLUS THE PROPERTY TAXES AND OTHER EXPENSES. THE TITLE ON THIS PROPERTY IS TO BE TRANSFERRED TO THE FORMER HEAD OF SCHOOL BEGINNING ON THE FIFTH ANNIVERSARY FROM THE DATE OF TERMINATION AND WILL COMPLETELY TRANSFER ON THE SEVENTH ANNIVERSARY. IN 2018, THE SCHOOL TRANSFERRED $147,868 OF THE HOME VALUE TO THE FORMER HEAD OF SCHOOL. X NONCASH CONTRIBUTIONS 1 48652 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER OF THE BOARD REVIEWS THE RETURN BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ASKS BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST AND DISCUSS AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS DETERMINED BY EVALUATION BY THE GOVERNING COMMITTEE IN FORMAL SURVEY AND EVALUATION PROCESS AND THEN RECOMMENDED TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.