2019-05-14T09:10:31-05:00 2018-06-30 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2017-07-01 520709497 ST PAUL'S SCHOOL FOR GIRLS INC STPA 4108236323 11232 FALLS ROAD BROOKLANDVILLE MD 21022 PENNY BACH EVINS HEAD OF SCHOOL 4108236323 2019-05-14 1 JULIA FLANNERY CPA P00928918 4102469300 66.98.98.9 2019-05-14 06:23:49 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 4EE6A31F760B3C5EA0809148B0E883CC4242B14C 2017 2020-01-14 16:20:31Z PENNY BACH EVINS 11232 FALLS ROAD BROOKLANDVILLE MD 21022 19131013 0 X WWW.SPSFG.ORG X 1959 MD ST. PAUL'S SCHOOL FOR GIRLS EDUCATES HEARTS AND MINDS IN AN INCLUSIVE COMMUNITY THAT IS GROUNDED IN THE EPISCOPAL VALUES OF RESPECT, INTEGRITY, AND SPIRITUAL GROWTH. WE EMPOWER VOICE, NURTURE INTELLECTUAL CURIOSITY AND CREATIVITY, AND INSPIRE CONFIDENT LEADERS WHO SERVE IN THE WORLD. 30 29 166 60 0 0 1427727 1590868 11973643 12946543 840228 376182 134256 115700 14375854 15029293 2242768 2524144 0 0 6847012 7739140 0 172230 710492 4611341 4492319 13701121 14927833 674733 101460 32235565 33333106 5761929 6057434 26473636 27275672 X ST. PAUL'S SCHOOL FOR GIRLS EDUCATES THE MINDS AND HEARTS OF GIRLS IN A SUPPORTIVE AND INTELLECTUALLY CHALLENGING COMMUNITY THAT ENCOURAGES RESPECT, INTEGRITY, CREATIVITY, AND SPIRITUAL GROWTH, PREPARING THEM AS INDEPENDENT AND CONFIDENT YOUNG WOMEN TO EMBRACE THE EXTRAORDINARY OPPORTUNITIES OF OUR COMPLEX WORLD. 0 0 11166695 2524144 12940407 ST. PAUL'S SCHOOL FOR GIRLS IS AN INDEPENDENT DAY SCHOOL COMMITTED TO EDUCATING OVER 400 STUDENTS WITH DIVERSE TALENTS, ABILITIES, AND BACKGROUNDS. THE SCHOOL SUPPORTS A WELL-EDUCATED AND EXPERIENCED FACULTY COMMITTED TO PROVIDING AN ACADEMICALLY CHALLENGING PROGRAM WHILE NURTURING AND SUPPORTING EACH STUDENT IN GRADES FIVE THROUGH TWELVE. 11166695 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 77 0 1 166 1 0 0 0 0 0 1 1 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X KATHRYN R MCKEW 4436321004 11232 FALLS ROAD BROOKLANDVILLE MD 21022 JOANNE P BARTLETT PRESIDENT 10.00 5.00 X X 0 0 0 REV MARK STANLEY VICE PRESIDENT 2.00 2.00 X X 0 0 0 SCOTT BURGER VICE PRESIDENT 2.00 2.00 X X 0 0 0 ELISE A BUTLER VICE PRESIDENT 2.00 2.00 X X 0 0 0 DANA FOLEY SECRETARY 2.00 2.00 X X 0 0 0 PAMELA S SCHUTZ TREASURER 2.00 2.00 X X 0 0 0 TRACY BACIGALUPO BOARD MEMBER 2.00 X 0 0 0 ANN S BARRY BOARD MEMBER 2.00 X 0 0 0 KIM GOETZE BURCH BOARD MEMBER 2.00 X 0 0 0 PATRICIA C CARROLL BOARD MEMBER 2.00 2.00 X 0 0 0 JENNIFER L COLLINS BOARD MEMBER 2.00 X 0 0 0 PENNY BACH EVINS HEAD OF SCHOOL 60.00 5.00 X X 307061 0 189391 MARY BAKER EDWARDS BOARD MEMBER 2.00 X 0 0 0 CARLOS FERNANDEZ BOARD MEMBER 2.00 X 0 0 0 GEORGE W GEPHART BOARD MEMBER 2.00 X 0 0 0 STEPHEN W GUY BOARD MEMBER 2.00 2.00 X 0 0 0 CHERYL HOLCOMB-MCCOY PHD BOARD MEMBER 2.00 X 0 0 0 JOHN HUPPLER BOARD MEMBER 2.00 X 0 0 0 JAMES AC KENNEDY BOARD MEMBER 2.00 X 0 0 0 DR MARLENE R MILLER BOARD MEMBER 2.00 2.00 X 0 0 0 R CARL POHLHAUS BOARD MEMBER 2.00 X 0 0 0 MICHAEL L PONSI BOARD MEMBER 2.00 X 0 0 0 W JAMES PRICE IV BOARD MEMBER 2.00 X 0 0 0 KELLY NOCHER RIEPE BOARD MEMBER 2.00 X 0 0 0 MICHAEL D SULLIVAN BOARD MEMBER 2.00 X 0 0 0 ANN TEAFF BOARD MEMBER 2.00 2.00 X 0 0 0 JAMES A VLK BOARD MEMBER 2.00 X 0 0 0 JOHN P WATERHOUSE BOARD MEMBER 2.00 X 0 0 0 TEHMA SMITH WILSON BOARD MEMBER 2.00 X 0 0 0 SCOTT WINN BOARD MEMBER 2.00 2.00 X 0 0 0 KATHRYN R MCKEW CFO/COO 55.00 2.00 X 171384 0 24522 KIMBERLY PARKS DIRECTOR OF DEVELOPMENT 40.00 X 111099 0 23389 JOHN F HENDRICKS DEAN OF THE ARTS 40.00 X 106630 0 15602 696174 0 252904 4 0 1 0 VENABLE LLP PO BOX 62727 BALTIMORE MD 21264 LEGAL 119741 1 37215 1553653 69543 1590868 TUITION 611600 12383300 12383300 ATHLETICS 611600 210015 210015 OTHER CHARGES 611600 198556 198556 SCHOLARSHIPS 611600 142180 142180 DRIVER'S EDUCATION 611600 6356 6356 6136 6136 12946543 220265 220265 180000 0 180000 180000 180000 3849708 3693791 155917 155917 155917 72585 37215 28937 43648 43648 4207 1767 2440 2440 266837 377225 -110388 -110388 15029293 12940407 0 498018 2524144 2524144 582675 401395 152620 28660 5572664 3825786 1448008 298870 355829 169452 167391 18986 783707 628677 142728 12302 444265 314160 106193 23912 14123 14123 55531 55531 172230 172230 80860 80860 296916 281682 15234 30430 463 29967 359118 168827 124614 65677 224245 115081 108398 766 643873 635543 8330 50595 29479 21116 20407 18469 1503 435 62570 62570 907707 905051 2656 109593 109593 ST. PAUL'S STUDENT CTR. 410168 410168 ATHLETICS 205824 205824 FIELD TRIPS 109338 109338 911021 423156 414445 73420 14927833 11166695 3050646 710492 2844575 3318472 302826 332905 581150 502392 33991 52521 50606 100303 26342828 12064090 14380878 14278738 12363476 14720841 1631692 46371 26934 32235565 33333106 390659 427319 2895563 3427786 2007212 1629770 468495 572559 5761929 6057434 X 15961172 16067978 4367514 4940812 6144950 6266882 26473636 27275672 32235565 33333106 101460 700576 0 X 0 1 X 1 0 X 13939868 250253 1078337 254182 268421 80860 14664995 12944830 213451 1265479 232688 251204 13939868 13499723 112198 -224088 308866 134137 12944830 13095380 326618 475725 188935 209065 13499723 11478574 145887 1699669 108310 120440 13095380 0.27410 0.41500 0.31090 0 0 137091 137091 23235420 10560361 12675059 2723197 1503729 1219468 247120 247120 14278738 ACCRUED SALARIES AND WAGES 572559 572559 X 15905552 700576 2736854 3437430 12468122 80860 2480311 2561171 15029293 15012784 2676826 2676826 12335958 80860 2511015 2591875 14927833 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT NEED BASED FINANCIAL AID; MERIT BASED SCHOLARSHIPS AND PRIZES; PROFESSIONAL DEVELOPMENT FOR FACULTY; VISITING SCHOLARS; AND THE LEARNING SERVICES PROGRAM. PART X, LINE 2: THE SCHOOLS HAVE ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE COMBINED FINANCIAL STATEMENTS. UNDER THIS POLICY, THE SCHOOLS MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS EVALUATED THE SCHOOLS' TAX POSITIONS AND HAS CONCLUDED THAT THE SCHOOLS HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE COMBINED FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. THE SCHOOLS ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD ON F/S REPORTED ON PAGE 9, LINE 10B OF 990 377,225. REVENUE FROM AFFILIATE INCLUDED ON COMBINED FINANCIAL STATEMENTS 2,359,629. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID NETTED ON FINANCIAL STATEMENTS 2,331,015. REVENUE ELIMINATED ON COMBINED FINANCIAL STATEMENTS 180,000. FUNDRAISING EXPENSES NETTED WITH REVENUE -28,937. GAMING EXPENSES NETTED WITH REVENUE -1,767. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD ON F/S REPORTED ON LINE 10B OF 990 377,225. EXPENSES FROM AFFILIATE INCLUDED ON COMBINED FINANCIAL STATEMENTS 2,268,897. FUNDRAISING EXPENSES NETTED WITH REVENUE 28,937. GAMING EXPENSES NETTED WITH REVENUE 1,767. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID NETTED ON FINANCIAL STATEMENTS 2,331,015. EXPENSES ELIMINATED ON COMBINED FINANCIAL STATEMENTS 180,000. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 IN THE ANNUAL HANDBOOK AND NEWSPAPER ADVERTISEMENTS. X X X X X 1 GRAHAM-PELTON CONSULTING INC 39 BEECHWOOD RD SUMMIT NJ 07901 CAPITAL CAMPAIGN CONSULTANT 0 0 172230 -172230 172230 -172230 MD GALA 109800 37215 72585 2515 26422 109800 37215 72585 2515 26422 28937 43648 1 SCHOLARSHIPS AND FINANCIAL AID 191 2524144 0 PART I, LINE 2: THE FINANCIAL AID AND SCHOLARSHIPS ARE CREDITED TO THE STUDENT'S ACCOUNT. THE NET AMOUNT OF TUITION IS PAID. THE STUDENTS ACADEMIC PROGRESS IS MONITORED THROUGHOUT EACH SCHOOL YEAR TO ENSURE SHE IS IN GOOD STANDING. X 1 1 X X X 0 1 0 0 0 0 0 0 0 PENNY BACH EVINS HEAD OF SCHOOL 249405 0 0 0 57656 0 90102 0 99289 0 496452 0 0 0 KATHRYN R MCKEW CFO/COO 171384 0 0 0 0 0 13691 0 10831 0 195906 0 0 0 PART I, LINE 1A PENNY BACH EVINS IS PROVIDED WITH ON CAMPUS HOUSING. IT IS NOT INCLUDED IN HER TAXABLE COMPENSATION. PART I, LINE 4B THE HEAD OF SCHOOL, PENNY BACH EVINS, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THERE WERE $53,891 IN CONTRIBUTIONS DURING THE YEAR. THERE WERE NO PAYMENTS FROM THIS PLAN DURING THE CALENDAR YEAR. X 17 69543 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD CHAIR AND THE TREASURER REVIEW THE FORM 990 FOR OVERALL REASONABLENESS. THE 990 IS POSTED TO THE BOARD OF TRUSTEES PORTAL FOR REVIEW PRIOR TO FILING THE 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL HAS A CONFLICT OF INTEREST POLICY WHICH IS REQUIRED TO BE SIGNED ANNUALLY BY EACH TRUSTEE. FOR ANY MATERIAL GOODS/SERVICES PROCUREMENT THE POLICY REQUIRES AT LEAST THREE BIDS WHICH ARE OBTAINED BY EXECUTIVE MANAGEMENT, AND IF OVER $50,000, ARE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. IF A CONFLICT IS DEEMED TO EXIST, THOSE PERSON(S) ARE PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS OF THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES FORMED A SUBCOMMITTEE TO NEGOTIATE AND DOCUMENT THE HEAD OF SCHOOL'S CONTRACT. STATISTICS FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, ASSOCIATION OF INDEPENDENT MARYLAND SCHOOLS, AND OTHER BENCHMARKING TOOLS WERE USED TO DETERMINE THE COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE REQUEST CAN BE MADE THOUGH THE HEAD OF SCHOOL WHO WOULD NOTIFY THE DIRECTOR OF FINANCE AND OPERATIONS TO GATHER THE DOCUMENTS AND HAVE THEM DISTRIBUTED BY THE HEAD OF SCHOOL. ST PAUL'S PLUS 11232 FALLS ROAD BROOKLANDVILLE MD 21022 521748592 DAY CARE, DAY CARE FACILITIES, PROGRAMS AND SERVICES MD 501(C)(3) LINE 2 ST PAUL'S SCHOOL FOR GIRLS INC 1 ST PAUL'S STUDENT CENTER CORPORATION 11152 FALLS ROAD BROOKLANDVILLE MD 21022 521659715 ARTS CENTER AND DINING HALL MD 501(C)(3) LINE 12A, I ST PAUL'S SCHOOL FOR GIRLS INC 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 1 0 ST PAUL'S PLUS L 105000 FMV ST PAUL'S PLUS J 75000 FMV ST PAUL'S STUDENT CENTER CORPORATION R 410168 FMV