2017-03-02T13:39:00-06:00 2016-06-30 411647057 MahoneyUlbrichChristiansen & Russ PA 10 River Park Plaza Suite 800 Saint Paul MN 55107 990 2015-07-01 410943433 ST PAUL ACADEMY AND SUMMIT SCHOOL STPA 6516961317 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 pam dykstra DIRECTOR OF FINANCE 6516961317 2017-02-25 1 ROZALYN Z ALLYSON P00234621 6512276695 2017-02-24 2015 2021-01-29 14:40:06Z pam dykstra 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 52993186 0 X WWW.SPA.EDU X 1969 MN To provide students with educational instruction. 19 19 458 250 0 -323 8363417 5870139 24488888 25978509 965899 1065329 0 0 33818204 32913977 4759618 4789837 0 0 15403909 15852259 64699 18889 1116183 7699971 8603243 27928197 29264228 5890007 3649749 100598984 101676611 19732115 18114146 80866869 83562465 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 25386630 4789837 25978509 St. Paul Academy is an instructional institution for students. 25386630 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 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 88 0 1 458 1 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 PAM DYKSTRA 6516982451 1712 RANDOLPH AVE ST PAUL MN 55105 CHARLOTTE S JOHNSON PRESIDENT 5.00 X X 0 0 0 Dr Mrunalini Parvataneni SECRETARY 4.00 X X 0 0 0 SCOT W MALLOY TREASURER 2.00 X X 0 0 0 WILLIAM M BEADIE TRUSTEE 1.00 X 0 0 0 ELIZABETH DRISCOLL HLAVKA TRUSTEE 1.00 X 0 0 0 ANNE LARSEN HOOLEY TRUSTEE 1.00 X 0 0 0 FREDERICK C KAEMMER 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 PAUL S MOE TRUSTEE 1.00 X 0 0 0 ANN RUHR PIFER TRUSTEE 1.00 X 0 0 0 TIMOTHY A WELSH President-Elect 1.00 X 0 0 0 SHANNON MCNEELY WHITAKER TRUSTEE 1.00 X 0 0 0 PHILIP W WHITE TRUSTEE 1.00 X 0 0 0 ALLAN W KLEIN TRUSTEE 1.00 X 0 0 0 Mark W Addicks Trustee 1.00 X 0 0 0 Litton ES Field Jr TrusTEE 1.00 X 0 0 0 Tim O'Brien TrusTEE 1.00 X 0 0 0 Wilhelmina M Wright TrusTEE 1.00 X 0 0 0 BRYN ROBERTS HEAD OF SCHOOL 50.00 X 390820 0 64527 PAMELA DYKSTRA DIRECTOR OF FINANCE 40.00 X 125563 0 20278 heather ploen Admissions 40.00 X 108921 0 35444 CINDY RICHTER ASSISTANT HEAD OF SCHOOL 40.00 X 145584 0 39606 DOROTHY GOLDIE DIRECTOR OF INSTITUTIONAL 40.00 X 123866 0 21971 Chris Hughes Upper School Head 40.00 X 139912 0 61353 William Boulger Faculty 40.00 X 100127 0 15180 Sarah J Romans Middle School Head 40.00 X 105448 0 98688 Michael F Brown Assistant Director of Athletics 40.00 X 101390 0 16542 1341631 0 373589 9 0 1 0 MCGOUGH CONSTRUCTION CO INC NW590 PO BOX 1450 MINNEAPOLIS MN 554855970 CONSTRUCTION 3375382 TAHER INC PO BOX 44719 MADISON WI 53744 Dining Service 929005 PARSONS ELECTRIC 5960 MAIN ST NE FRIDLEY MN 55432 AV/SOUND EQUIPMENT 619891 MONARCH BUS SERVICE INC 101 EAST 10TH ST STE 300 HASTINGS MN 55033 Transportation 342036 Fidelity Building Servies LLC 951 American Boulevard E mINNEAPOLIS MN 55420 Custodial Services 299471 10 5870139 1563392 5870139 TUITION AND FEES 611600 24883015 24883015 other REVENUE 611600 988831 988831 SUMMER SCHOOL TUITION 611600 106663 106663 25978509 829692 829692 20314846 20079209 235637 235637 235637 32913977 25978509 0 1065329 4789837 4789837 1715217 1636579 66614 12024 11027623 8981151 1482866 563606 1083168 902607 132014 48547 1145057 898114 178174 68769 881194 730686 109621 40887 62220 51593 7740 2887 30275 25104 3766 1405 18889 18889 427124 354171 53134 19819 587566 487210 73093 27263 89286 74036 11107 4143 764174 633653 95063 35458 1501745 1245247 186817 69681 INSTRUCTIONAL 1872871 1872871 FOOD SERVICE 855103 855103 EQUIP RENTAL/MAINTENANC 811787 673134 100986 37667 ADMINISTRATION 591230 490248 73549 27433 1009862 685286 186871 137705 29264228 25386630 2761415 1116183 441537 399908 5705313 4091097 103537 54582 8212 9316 357996 468101 67089975 28913865 36377391 38176110 55662459 56634110 133309 118897 1809230 1724490 100598984 101676611 2844534 1090600 1524952 1636011 14780913 14777571 581716 609964 19732115 18114146 X 29670370 33726414 30182748 26648156 21013751 23187895 80866869 83562465 100598984 101676611 3649749 -954153 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38308594 2257989 -66245 -1676912 -83680 38739746 37181403 97711 2467120 -1354125 -83515 38308594 32901064 552368 5610657 -1805185 -77501 37181403 29674275 111404 4389757 -1201833 -72539 32901064 30244144 98193 621712 -1223354 -66420 29674275 0.56000 0.44000 1 0 3484334 3484334 54961714 22684062 32277652 5734328 4334216 1400112 2909599 1895587 1014012 38176110 ASSET RETIREMENT OBLIGATION 609964 609964 X 28528890 -954153 -3430934 -4385087 32913977 0 32913977 25833294 0 25833294 3430934 3430934 29264228 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 -3,258,573. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS -172,361. Part XII, Line 4b - Other Adjustments: FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS 3,258,573. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS 172,361. 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 IT'S WEBSITE. X X X X 0 Ruffalo Noel Levitz PO Box 718 Des Moines IA 50303 Annual Fund phonaton calls 0 0 9339 -9339 9339 -9339 MN 1 FINANCIAL AID FOR TUITION 214 3258573 EMPLOYEE DISCOUNTS 73 1531264 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 390820 0 0 0 0 0 0 0 64527 0 455347 0 0 0 CINDY RICHTER ASSISTANT HEAD OF SCHOOL 145584 0 0 0 0 0 0 0 39606 0 185190 0 0 0 Chris Hughes Upper School Head 139912 0 0 0 0 0 0 0 61353 0 201265 0 0 0 Sarah J Romans Middle School Head 105448 0 0 0 0 0 0 0 98688 0 204136 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 St Paul Housing and Redevelopment Authority 521440945 79289GAA8 2007-08-16 14807230 ADVANCE REFUND THE SERIES 1999 BONDS IN ADVANCE OF THEIR MATURITY. 0 0 0 A 14807230 246803 14560427 2000 0 1 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 X 54 1563392 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 11 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 JRPO Survey, NAIS Survey, Independent Salary Consultant, were used for salary ranges. Written employment contract offered after board approval. JRPO 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 THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.