2016-04-06T16:18:40-05:00 2015-06-30 411647057 MAHONEYULBRICHCHRISTIANSEN & RUSS PA 10 RIVER PARK PLAZA SUITE 800 SAINT PAUL MN 55107 990 2014-07-01 410943433 ST PAUL ACADEMY AND SUMMIT SCHOOL STPA 6516961317 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 PAM DYKSTRA DIRECTOR OF FINANCE 6516961317 2016-02-27 1 ROZALYN Z ALLYSON P00234621 6512276695 2016-02-27 2014 2016-08-17 19:52:53Z PAM DYKSTRA 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 61029836 0 X WWW.SPA.EDU X 1969 MN TO PROVIDE STUDENTS WITH EDUCATIONAL INSTRUCTION. 19 19 455 250 0 0 6555182 8363417 24274166 24488888 1408638 965899 0 0 32237986 33818204 4547242 4759618 0 0 14679714 15403909 457350 64699 1023024 7288278 7699971 26972584 27928197 5265402 5890007 92378806 100598984 18310004 19732115 74068802 80866869 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 24667297 4759618 24488888 ST. PAUL ACADEMY IS AN INSTRUCTIONAL INSTITUTION FOR STUDENTS. 24667297 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 90 0 1 455 1 1 1 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 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 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 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 388296 0 63092 PAMELA DYKSTRA DIRECTOR OF FINANCE 40.00 X 70530 0 14291 HEATHER PLOEN DIRECTOR OF ADMISSIONS 40.00 X 106111 0 52258 CINDY REIS-RICHTER ASSISTANT HEAD OF SCHOOL 40.00 X 139027 0 45162 DOROTHY GOLDIE DIRECTOR OF ADVANCEMENT 40.00 X 120069 0 26939 CHRISTOPHER HUGHES UPPER SCHOOL HEAD 40.00 X 136971 0 75885 WILLIAM J BOULGER FACULTY 40.00 X 101604 0 17411 PETER SAWKINS FORMER ATHLETIC DIRECTOR 40.00 X 148243 0 14708 1210851 0 309746 9 1 1 0 MCGOUGH CONSTRUCTION CO INC NW590 PO BOX 1450 MINNEAPOLIS MN 554855970 CONSTRUCTION 12233362 HAMMEL GREEN AND ABRAHAMSON INC 420 NORTH 5TH STREET STE 100 MINNEAPOLIS MN 55401 ARCHITECT 1198346 TAHER INC PO BOX 44719 MADISON WI 53744 DINING SERVICE 894082 PARSONS ELECTRIC 5960 MAIN ST NE FRIDLEY MN 55432 AV/SOUND EQUIPMENT 414728 MONARCH BUS SERVICE INC 101 EAST 10TH ST STE 300 HASTINGS MN 55033 TRANSPORTATION 351492 5 8363417 1304772 8363417 TUITION AND FEES 611600 23393750 23393750 OTHER REVENUE 611600 1014373 1014373 SUMMER SCHOOL TUITION 611600 80765 80765 24488888 876243 876243 27301288 27211632 89656 89656 89656 33818204 24488888 0 965899 4759618 4759618 1837157 1763312 62760 11085 10628104 9044057 1096586 487461 948387 782894 119781 45712 1137582 889606 178196 69780 852679 703887 107693 41099 86025 71014 10865 4146 33364 27542 4214 1608 64699 64699 450455 371851 56892 21712 565916 467164 71475 27277 68158 56265 8608 3285 762762 629660 96337 36765 1010657 834297 127646 48714 INSTRUCTIONAL 1942147 1942147 FOOD SERVICE 810875 810875 EQUIP RENTAL/MAINTENANC 750670 619678 94810 36182 ADMINISTRATION 317444 262050 40093 15301 901498 631380 161920 108198 27928197 24667297 2237876 1023024 1638928 441537 4864722 5705313 57290 103537 20785 0 1116 0 9782 8212 377102 357996 63837781 27460390 21704801 36377391 61674568 55662459 147721 133309 1881991 1809230 92378806 100598984 1858890 2844534 1112265 1524952 14784255 14780913 554594 581716 18310004 19732115 X 14258335 29670370 39719896 30182748 20090571 21013751 74068802 80866869 92378806 100598984 5890007 908060 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37181403 97711 2467120 -1354125 -83515 38308594 32901064 552368 5610657 -1805185 -77501 37181403 29674275 111404 4389757 -1201833 -72539 32901064 30244144 98193 621712 -1223354 -66420 29674275 27922205 75315 4902192 -193258 -2398178 -64132 30244144 0.51000 0.49000 1 0 3484334 3484334 53107851 21525008 31582843 4463434 4125297 338137 2782162 1810085 972077 36377391 ASSET RETIREMENT OBLIGATION 581716 581716 X 31321963 908060 -3404301 -2496241 33818204 0 33818204 24523896 0 24523896 3404301 3404301 27928197 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 -3,262,953. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS -141,348. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS 3,262,953. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS 141,348. 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 CCS 155 NORTH WACKER SUITE 1790 CHICAGO IL 60606 CAPITAL CAMPAIGN 0 0 28922 -28922 28922 -28922 MN 1 FINANCIAL AID FOR TUITION 212 3262953 EMPLOYEE DISCOUNTS 75 1496665 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 388296 0 0 0 0 0 0 0 63092 0 451388 0 0 0 HEATHER PLOEN DIRECTOR OF ADMISSIONS 106111 0 0 0 0 0 0 0 52258 0 158369 0 0 0 CINDY REIS-RICHTER ASSISTANT HEAD OF SCHOOL 139027 0 0 0 0 0 0 0 45162 0 184189 0 0 0 CHRISTOPHER HUGHES UPPER SCHOOL HEAD 136971 0 0 0 0 0 0 0 75885 0 212856 0 0 0 PETER SAWKINS FORMER ATHLETIC DIRECTOR 148243 0 0 0 0 0 0 0 14708 0 162951 0 0 0 PART I, LINE 1B HOUSING ALLOWANCE IS PART OF NEGOTIATED CONTRACT. HEALTH/SOCIAL CLUB DUES ARE BILLED DIRECTLY TO SCHOOL. A 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 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 45 1304772 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.