2015-03-11T08:23:37-05:00 2014-06-30 610420207 JONES NALE & MATTINGLY PLC 642 SOUTH FOURTH ST STE 300 LOUISVILLE KY 40202 990 2013-07-01 310896538 ST FRANCIS SCHOOL INC STFR 5025852057 233 WEST BROADWAY LOUISVILLE KY 40202 ALEXANDRA THURSTONE HEAD OF SCHOOL 5025852057 2015-02-26 1 JON A MEYER P01379283 5025830248 2013 2016-02-25 16:41:14Z BEN HOLT 233 WEST BROADWAY LOUISVILLE KY 40202 7557469 0 X STFRANCISSCHOOL.ORG X 1966 KY OPERATION OF COEDUCATIONAL INDEPENDENT SECONDARY, ELEMENTARY, MIDDLE, AND PRESCHOOLS. 22 22 124 170 0 0 916049 1622232 5024730 5528330 39951 41514 139077 125731 6119807 7317807 0 0 0 0 3961630 4236298 0 0 43534 2130055 2128038 6091685 6364336 28122 953471 12368635 16133135 3763081 6638735 8605554 9494400 X ACCREDITED BY THE INDEPENDENT SCHOOLS OF THE CENTRAL STATES (ISACS), ST. FRANCIS SCHOOL IS AN INDEPENDENT SCHOOL EDUCATING CHILDREN AGES 2 THROUGH GRADE 12. ST. FRANCIS SCHOOL'S MISSION STATES: "ST. FRANCIS SCHOOL CULTIVATES JOYFUL, COMPASSIONATE, CONFIDENT LEARNERS WHO ACT WITH INTEGRITY AND SOCIAL RESPONSIBILITY." 0 0 4874146 5519147 THE ORGANIZATION'S PURPOSE IS THE OPERATION OF AN INDEPENDENT SCHOOL FOR GRADES PRESCHOOL THROUGH GRADE 12 SERVING APPROXIMATELY 460 STUDENTS AND 100 FACULTY AND STAFF ON THREE CAMPUSES. 4874146 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 0 124 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 KY X ST FRANCIS SCHOOL INC 5025852057 233 WEST BROADWAY LOUISVILLE KY 40202 WES JOHNSON CHAIRMAN 4.00 X X 0 0 0 LEE MIDDENDORF VICE-CHAIR 4.00 X X 0 0 0 JOHN BROWN TREASURER 4.00 X X 0 0 0 SUZY BAGGA SECRETARY 4.00 X X 0 0 0 BONITA BLACK CHAIR 4.00 X X 0 0 0 MICHELLE COSTEL CHAIR 4.00 X X 0 0 0 SCOTT GREGOR CO-CHAIR 4.00 X X 0 0 0 PR LANCASTER CHAIR 4.00 X X 0 0 0 MIKE RISLEY CHAIR 4.00 X X 0 0 0 GINNY FRAZIER CO-CHAIR 4.00 X X 0 0 0 DANIEL ALVAREZ DIRECTOR 4.00 X 0 0 0 JOEL BERES DIRECTOR 4.00 X 0 0 0 LEEA BRIDGEMAN DIRECTOR 4.00 X 0 0 0 KEN EDWARDS DIRECTOR 4.00 X 0 0 0 ZONETTA ENGLISH DIRECTOR 4.00 X 0 0 0 ROB FREDERICK DIRECTOR 4.00 X 0 0 0 ROB HARVEY DIRECTOR 4.00 X 0 0 0 DACE MAKI DIRECTOR 4.00 X 0 0 0 JAMES MASON DIRECTOR 4.00 X 0 0 0 DENISE RAGLAND DIRECTOR 4.00 X 0 0 0 DR WILLIAM SCARFE DIRECTOR 4.00 X 0 0 0 JANE TIERNEY DIRECTOR 4.00 X 0 0 0 SARAH HARLAN PARENT ASSOC. REPRESENTATI 4.00 X 0 0 0 OLIVIA SLEADD PARENT ASSOC. REPRESENTATI 4.00 X 0 0 0 BEN HOLT EMERITUS 4.00 X 0 0 0 NANCY KECK EMERITUS 4.00 X 0 0 0 LAURA LINKOUS EMERITUS 4.00 X 0 0 0 ELLEN ROSENBLOOM EMERITUS 4.00 X 0 0 0 LISA FLEMING EX-OFFICIO GENERAL COUNSEL 4.00 X 0 0 0 JENNIFER GRIFFITH DEAN OF FACULTY, GOSHEN CAMPUS 4.00 X 0 0 0 RENEE HENNESSY DIRECTOR OF THE PRESCHOOL 4.00 X 0 0 0 CIA WHITE DEAN OF FACULTY, DOWNTOWN CAMPUS 4.00 X 0 0 0 EMILY CARTER-ESSEX DIRECTOR OF DEVELOPMENT 4.00 X 0 0 0 GREG BORDERS BUSINESS MANAGER 40.00 X 0 0 0 SIOFRA RUCKER DIRECTOR OF ADVANCEMENT 40.00 X 0 0 0 ALEXANDRA THURSTONE HEAD OF SCHOOL 4.00 X 179833 0 0 179833 0 0 1 0 1 0 PETERS CONSTRUCTION COMPANY 2005 LONGEST AVE LOUISVILLE KY 40204 CONSTRUCTION 304974 PEAK CONSTRUCTION 7611 GLASER LN LOUISVILLE KY 40228 CONSTRUCTION 260889 SAGE DINING SERVICES 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 CATERING 238395 3 1622232 1622232 STUDENT TUITION AND FE 900099 4906051 4906051 AFTER SCHOOL AND OTHER 900099 263339 263339 ENRICHMENT AND EXTENDE 900099 105874 105874 TUITION SERVICE CHARGE 900099 81828 81828 BUS SERVICE INCOME 900099 59950 59950 111288 111288 5528330 39737 39737 375 0 375 375 375 50453 48676 1777 1777 1777 327677 190986 136691 136691 MISC OTHER 900099 -11335 -11335 -11335 7317807 5519147 0 176428 3716676 2688850 1027826 25066 16786 8280 239091 171511 67580 255465 185188 70277 700 700 15500 15500 62545 62545 353963 353963 6915 6915 121566 121566 353094 329842 23252 INSTRUCTIONAL EXPENSES 489296 489296 CAFETERIA 249882 249882 OTHER ADMINISTRATIVE 232361 226326 6035 ATHLETICS 121744 121744 120472 82973 37499 6364336 4874146 1446656 43534 694214 1170150 781433 1086746 88082 184610 58546 75456 14705396 3277938 8150661 11427458 1846881 2094539 0 13312 748818 80864 12368635 16133135 259172 498165 2154871 2406706 1349038 3733864 3763081 6638735 X 7125720 7813856 768707 969417 711127 711127 8605554 9494400 12368635 16133135 X 953471 319143 -383768 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1919840 349273 86263 7446 2175404 1741976 263176 85312 1919840 1941736 5000 20675 225435 1741976 0.56000 0.33000 0.11000 0 0 2942550 2942550 10998761 2632760 8366001 160434 45617 114817 603651 599561 4090 11427458 MUTUAL FUNDS 2094539 F 2094539 X 7636950 319143 319143 7317807 0 7317807 6364336 0 6364336 0 6364336 PART X, LINE 2: THE SCHOOL QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE IN THESE STATEMENTS. THE SCHOOL'S ACCOUNTING POLICY PROVIDES THAT A TAX EXPENSE/BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS RESULTING IN AN ACCRUAL OF A TAX EXPENSE OR BENEFIT. THE SCHOOL'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX IS SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTE OF LIMITATIONS ON THE RETURN, WHICH IS GENERALLY THREE YEARS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 STATEMENTS CONCERNING ST. FRANCIS SCHOOL'S NON-DISCRIMINATORY POLICY APPEAR ON THE APPLICATION FOR ADMISSIONS FORMS. IMAGINE ART AUCTION 171196 171196 109289 OGE AUCTION 156481 156481 81697 327677 327677 190986 190986 136691 X X 0 0 0 0 0 0 0 0 0 ALEXANDRA THURSTONE HEAD OF SCHOOL 179833 0 0 0 0 0 0 0 0 0 179833 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND PRESENTS RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE FINANCE COMMITTEE ANNUALLY REQUIRES WRITTEN INDEPENDENCE STATEMENTS FROM ALL BOARD AND STAFF MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST ON SITE. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: IN OCTOBER 2013, THE 233 WEST BROADWAY BUILDING, INC. (WBB) WAS MERGED INTO ST. FRANCIS SCHOOL, INC. AND SUBSEQUENTLY DISSOLVED. AS A RESULT OF THE MERGER; THE SCHOOL ACQUIRED ALL THE ASSETS ($998,504) AND ASSUMED ALL THE LIABILITIES ($1,382,272) OF WBB. THE 233 WEST BROADWAY BUILDING 233 WEST BROADWAY LOUISVILLE KY 40202 611133943 MAINTAIN AND MANAGE REAL ESTATE FOR ST. FRANCIS SCHOOL, INC. KY 501(C)(3) LINE 11A, I 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 THE 233 WEST BROADWAY BUILDING S -383769 BOOK VALUE