SAINT EDWARDS SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SAINT EDWARDS SCHOOL (EIN 59-1059214)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201411349349302046
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T09:38:49-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383635706 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5070 NORTH HIGHWAY A1A SUITE 250 | AddressLine1 |
| City | VERO BEACH | City |
| State | FL | State |
| ZIP Code | 32963 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591059214 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT EDWARD'S SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 7722316731 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1895 SAINT EDWARDS DRIVE | AddressLine1 |
| City | VERO BEACH | City |
| State | FL | State |
| ZIP Code | 32963 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF BASS | Name |
| Title | TREASURER | Title |
| Phone | 7722316731 | Phone |
| Date Signed | 2014-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH A CRUM CPA | Name |
| PTIN | P00282890 | PTIN |
| Phone | 7722348484 | Phone |
| Date Prepared | 2014-05-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL MERSKY HEAD OF S | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1895 SAINT EDWARDS DRIVE | AddressLine1 |
| City | VERO BEACH | City |
| State | FL | State |
| ZIP Code | 32963 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14931055 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | STEDS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | SAINT EDWARD'S SCHOOL IS A COMMUNITY AND CULTURE WHICH PROMOTES LIFE-LONGLEARNING BY DEVELOPING CRITICAL THINKING, COLLABORATION, AND A THOROUGHPREPARATION FOR COLLEGE AND THE FUTURE. FOUNDED UPON THE EPISCOPALTRADITION, THE FOCUS IS ON THE WHOLE CHILD, LED BY A STRONG FACULTY WHOWORK TO HELP ALL STUDENTS REACH THEIR FULL POTENTIAL IN THE CLASSROOM AND BEYOND. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 225 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 135334 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -59165 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1831287 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3814486 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10974387 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10594947 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 667802 | InvestmentIncomePriorYear |
| Investment Income Current Year | 147230 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 172035 | OtherRevenuePriorYear |
| Other Revenue Current Year | 182290 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13645511 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14738953 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1898909 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1865744 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5961067 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6074176 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 488480 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4990896 | OtherExpensePriorYear |
| Other Expenses Current Year | 5023370 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12850872 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12963290 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 794639 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1775663 | RevenuesLessExpensesCY |
| Total Assets BOY | 31342763 | TotalAssetsBOY |
| Total Assets EOY | 30885197 | TotalAssetsEOY |
| Total Liabilities BOY | 14758890 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11894964 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16583873 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18990233 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SAINT EDWARD'S SCHOOL IS A COMMUNITY AND CULTURE WHICH PROMOTES LIFE-LONG LEARNING BY DEVELOPING CRITICAL THINKING, COLLABORATION, AND A THOROUGH PREPARATION FOR COLLEGE AND THE FUTURE. FOUNDED UPON THE EPISCOPAL TRADITION, THE FOCUS IS ON THE WHOLE CHILD, LED BY A STRONG FACULTY WHO WORK TO HELP ALL STUDENTS REACH THEIR FULL POTENTIAL IN THE CLASSROOM AND BEYOND. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8962204 | Expense |
| Grants | 1865744 | Grants |
| Revenue | 10239117 | Revenue |
| Description | ST. EDWARD'S SCHOOL PROVIDES EDUCATION FOR PRIMARY, INTERMEDIATE AND SECONDARY STUDENTS. APPROXIMATELY 472 STUDENTS WERE SERVED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 311034 | Expense |
| Revenue | 276558 | Revenue |
| Description | ST. EDWARD'S SCHOOL PROVIDES SEVERAL AUXILIARY SERVICES SUCH AS A SUMMER CAMP PROGRAM, RECREATIONAL/CLUB SWIM TEAM, TUTORIAL CENTER, AND EXTENDED DAY CARE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 9273238 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 81 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 225 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ZAMERSKI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7724922313 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1895 ST EDWARDS DR | AddressLine1 |
| City | VERO BEACH | City |
| State | FL | State |
| ZIP Code | 32963 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOSEPH P CORR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RONALD L EDWARDS | |||||||
| CHAIRMAN | 8.00 | X | 0 | 0 | 0 | X | |
| KATHRYN WOODY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MISTY MINTON | |||||||
| VICE CHAIRMAN | 8.00 | X | 0 | 0 | 0 | X | |
| REV GREGORY O BREWER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SUSAN MORRISON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TREY SMITH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BRIAN BAREFOOT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEFF BASS | |||||||
| TREASURER | 8.00 | X | 0 | 0 | 0 | X | |
| KATHRYN FABER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TERESA WINSLOW | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ALLISON PROCTOR | |||||||
| SECRETARY | 8.00 | X | 0 | 0 | 0 | X | |
| SUSAN TEMPLE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RON CHESLEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN HURYN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT RITTER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL MERSKY | |||||||
| HEAD OF SCHOOL | 40.00 | 291779 | 0 | 25617 | X | ||
| BRUCE WACHTER | |||||||
| HEAD OF UPPER SCHOOL | 40.00 | 124419 | 0 | 9974 | X | ||
| KEIRA MURPHY | |||||||
| HEAD OF MIDDLE SCHOOL | 40.00 | 107626 | 0 | 34704 | X | ||
| ANNE STORCH | |||||||
| DIR. ADVANCEMENT | 40.00 | 113565 | 0 | 9386 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 637389 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 79681 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO INC | |||||
| PO BOX 536922 | ATLANTA | GA | 303536922 | MAINTENANCE | 629354 |
| SENECA DATA DISTRIBUTORS | |||||
| PO BOX 10245 | ALBANY | NY | 122015245 | COMPUTERS | 204943 |
| TULIP TRAVEL INC | |||||
| 2 POTTERS COURT | GREAT NECK | NY | 11024 | TRAVEL AGENT | 173707 |
| APPLE INC | |||||
| PO BOX 281877 | ATLANTA | GA | 303841877 | COMPUTERS | 115580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 292696 | FundraisingEvents |
| All Other Contributions | 3521790 | AllOtherContributions |
| Noncash Contributions | 200905 | NoncashContributions |
| Total Contributions | 3814486 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION & FEES | 611110 | 10182340 | 10182340 | |
| AUXILIARY SERVICES - EXEMPT | 611110 | 141224 | 141224 | |
| OTHER SOURCES | 611110 | 136049 | 136049 | |
| AUXILIARY SERVICES - TAXABLE | 713990 | 135334 | 135334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10594947 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 148738 | TotalRevenueColumn |
| Exclusion | $148,738 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 7230 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 8738 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -1508 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1508 | TotalRevenueColumn |
| Exclusion | -$1,508 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 254322 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 292696 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 128094 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126228 | TotalRevenueColumn |
| Exclusion | $126,228 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 100621 | GrossSalesOfInventory |
| Cost Of Goods Sold | 55270 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45351 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45351 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENTAL INCOME | Description |
| Business Code | 531190 | BusinessCode |
| Total Revenue Column | 10711 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10711 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10711 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14738953 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10515675 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 135334 | UnrelatedBusinessRevenue |
| Exclusion | $273,458 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1865744 | Total |
| Program Services | 1865744 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273182 | Total |
| Management And General | 204886 | ManagementAndGeneral |
| Fundraising | 68296 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4927038 | Total |
| Program Services | 3416595 | ProgramServices |
| Management And General | 1239117 | ManagementAndGeneral |
| Fundraising | 271326 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211278 | Total |
| Program Services | 148511 | ProgramServices |
| Management And General | 62767 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238753 | Total |
| Program Services | 167823 | ProgramServices |
| Management And General | 70930 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 423925 | Total |
| Program Services | 264795 | ProgramServices |
| Management And General | 111914 | ManagementAndGeneral |
| Fundraising | 47216 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13977 | Total |
| Management And General | 13977 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43132 | Total |
| Management And General | 43132 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66030 | Total |
| Management And General | 66030 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148926 | Total |
| Program Services | 11925 | ProgramServices |
| Management And General | 137001 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166955 | Total |
| Program Services | 166955 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 454165 | Total |
| Program Services | 454165 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118 | Total |
| Management And General | 118 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67527 | Total |
| Program Services | 67527 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1147027 | Total |
| Program Services | 664703 | ProgramServices |
| Management And General | 456969 | ManagementAndGeneral |
| Fundraising | 25355 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500772 | Total |
| Program Services | 17526 | ProgramServices |
| Management And General | 483246 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| OUTSOURCED MANAGEMENT E | 998348 | 998348 |
| ATHLETIC - SPORTS | 284979 | 284979 |
| PARENTS ASSOCIATION PRO | 170414 | 170414 |
| DISCREATIONARY FUND | 129951 | 129951 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831049 | Total |
| Program Services | 443277 | ProgramServices |
| Management And General | 311485 | ManagementAndGeneral |
| Fundraising | 76287 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12963290 | Total |
| Program Services | 9273238 | ProgramServices |
| Management And General | 3201572 | ManagementAndGeneral |
| Fundraising | 488480 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700 | BOY |
| EOY | 253921 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7046016 | BOY |
| EOY | 2604718 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319156 | BOY |
| EOY | 287589 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36064 | BOY |
| EOY | 23229 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58266 | BOY |
| EOY | 66581 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33647316 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16333141 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18334597 | BOY |
| EOY | 17314175 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5173081 | BOY |
| EOY | 9971517 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374883 | BOY |
| EOY | 363467 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31342763 | BOY |
| EOY | 30885197 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 488029 | BOY |
| EOY | 289381 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3501742 | BOY |
| EOY | 2770607 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10444711 | BOY |
| EOY | 8544711 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324408 | BOY |
| EOY | 290265 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14758890 | BOY |
| EOY | 11894964 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10526407 | BOY |
| EOY | 11892247 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2924359 | BOY |
| EOY | 3306382 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3133107 | BOY |
| EOY | 3791604 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16583873 | BOY |
| EOY | 18990233 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31342763 | BOY |
| EOY | 30885197 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1775663 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 630697 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Funds Held | 1 | NumberFundsHeld |
| Aggregate Fund Value | 303763 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5009787 | BeginningOfYearBalance |
| Contributions | 661947 | Contributions |
| Investment Earnings Or Losses | 614698 | InvestmentEarningsOrLosses |
| Other Expenditures | 173663 | OtherExpenditures |
| End Of Year Balance | 6112769 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3964529 | BeginningOfYearBalance |
| Contributions | 1261135 | Contributions |
| Investment Earnings Or Losses | -77562 | InvestmentEarningsOrLosses |
| Other Expenditures | 138315 | OtherExpenditures |
| End Of Year Balance | 5009787 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3087042 | BeginningOfYearBalance |
| Contributions | 504288 | Contributions |
| Investment Earnings Or Losses | 509335 | InvestmentEarningsOrLosses |
| Other Expenditures | 136136 | OtherExpenditures |
| End Of Year Balance | 3964529 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2869245 | BeginningOfYearBalance |
| Contributions | 101416 | Contributions |
| Investment Earnings Or Losses | 255819 | InvestmentEarningsOrLosses |
| Other Expenditures | 139438 | OtherExpenditures |
| End Of Year Balance | 3087042 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3710579 | BeginningOfYearBalance |
| Contributions | 11495 | Contributions |
| Investment Earnings Or Losses | -711362 | InvestmentEarningsOrLosses |
| Other Expenditures | 141467 | OtherExpenditures |
| End Of Year Balance | 2869245 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 695256 | OtherCostOrOtherBasis |
| Book Value | 695256 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24008528 | OtherCostOrOtherBasis |
| Depreciation | 9075648 | Depreciation |
| Book Value | 14932880 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3686434 | OtherCostOrOtherBasis |
| Depreciation | 2654007 | Depreciation |
| Book Value | 1032427 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5257098 | OtherCostOrOtherBasis |
| Depreciation | 4603486 | Depreciation |
| Book Value | 653612 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17314175 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (16 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESERVE FOR LEARNING SUPPORT SERVICES | $81,338 |
| GREEN TEEN COURT US | $1,044 |
| BOOK RESERVE - LOWER SCHOOL | $111,254 |
| BAND EQUIPMENT MAINTENANCE RESERVE | $14,284 |
| MU ALPHA THETA CLUB FUNDS | $3,410 |
| TABLET DEPOSITS | $30,889 |
| RESERVE FOR LONG RANGE PLANNING | $3,993 |
| RESERVE FOR WAXLAX CENTER | $128 |
| A/P-L/S DISCRETIONARY FUND | $14,719 |
| A/P-M/S DISCRETIONARY FUND | $3,629 |
| A/P-U/S DISCRETIONARY FUND | $12,344 |
| RESERVE FOR LACROSSE | $3,250 |
| STUDENT ACTIVITY-CLUB FUNDS | $8,939 |
| SUPERFANS CLUB | $662 |
| RESERVE FOR HILTON/BUELL ART SCHOOL | $50 |
| GLOBAL AWARENESS CLUB | $332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 290265 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 13508090 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 630697 | NetUnrealizedGainsInvestments |
| Other Revenues | 25051 | OtherRevenues |
| Revenue Not Rptd F990 | 655748 | RevenueNotRptdF990 |
| Revenue Subtotal | 12852342 | RevenueSubtotal |
| Other Revenues Not Included | 1886611 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1886611 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14738953 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11101730 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 25051 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 25051 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11076679 | ExpensesSubtotal |
| Other Expenses Not Included | 1886611 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1886611 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12963290 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PROGRAM SUPPORT FUNDS ENHANCE THE CURRICULUM AND SUPPORT PROGRAMS VITAL TO THE SCHOOL'S MISSION. FACULTY SUPPORT FUNDS RECOGNIZE THAT A VITAL AND ENERGIZED FACULTY ARE THE HALLMARK OF AN EXCEPTIONAL INDEPENDENT SCHOOL. THESE GIFTS NOURISH AND STRENGTHEN THE FACULTY AS WELL AS HONOR THEIR MANY ACHIEVEMENTS. FACILITY SUPPORT FUNDS ENSURE THE STEWARSHIP OF THE PHYSICAL RESROUCES. STUDENT SUPPORT FUNDS PROVIDE FINANCIAL ASSISTANCE SO THAT TALENTED STUDENTS THROUGHOUT THE COMMUNITY ARE ABLE TO ATTEND SAINT EDWARD'S SCHOOL. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE SCHOOL IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM SIMILAR STATE AND LOCAL TAXES. ALTHOUGH THE SCHOOL WAS GRANTED INCOME TAX EXEMPTION BY THE INTERNAL REVENUE SERVICE, SUCH EXEMPTION DOES NOT APPLY TO "UNRELATED BUSINESS TAXABLE INCOME." SUCH INCOME, PURSUANT TO THE INTERNAL REVENUE CODE AND RELATED REGULATIONS, INCLUDES INVESTMENT INCOME SUCH AS INTEREST RECEIVED FROM SOURCES OTHER THAN DIRECTLY FROM DONORS OR GRANTORS. THE SCHOOL HAS BEEN CLASSIFIED AS NOT A PRIVATE FOUNDATION.IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES," THE SCHOOL MUST CONSIDER WHETHER IT HAS ENGAGED IN ACTIVITIES THAT JEOPARDIZE ITS CURRENT TAX EXEMPT STATUS WITH THE INTERNAL REVENUE SERVICE. FURTHERMORE, THE SCHOOL MUST DETERMINE WHETHER IT HAS ANY UNRELATED BUSINESS INCOME, WHICH MAY BE SUBJECT TO US FEDERAL AND STATE INCOME TAXES. THE SCHOOL ANALYZES ITS FILING POSITIONS IN THE FEDERAL AND STATE JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS. THE EVALUATION WAS PERFORMED FOR THE YEARS 2010 2013, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTION AS OF JUNE 30, 2013. THE SCHOOL ALSO TREATS INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, AND REFLECTS ANY CHARGES FOR SUCH, TO THE EXTENT THEY ARISE, AS A COMPONENT OF ITS MANAGEMENT AND GENERAL EXPENSES. THE CONTINUED APPLICATION OF ASC TOPIC 740 HAS HAD NO SIGNIFICANT IMPACT ON THE SCHOOLS FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFICATION DIFFERENCE 25,051. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND FINANCIAL AID 1,865,744. RECLASSIFICATION DIFFERENCE 20,867. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFICATION DIFFERENCE 25,051. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND FINANCIAL AID 1,865,744. RECLASSIFICATION DIFFERENCE 20,867. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | ST. EDWARD'S NON-DISCRIMINATORY POLICY IS PUBLICIZED WHEN SOLICITING FOR STUDENTS IN ALL SCRIPPS NEWSPAPERS INCLUDING VERO BEACH PRESS JOURNAL AND FORT PIERCE TRIBUNE, 32963 MAGAZINE, STUART MAGAZINE, VERO BEACH MAGAZINE,LYRIC & SUNRISE THEATERS, AND WQCS & 93.7 RADIO STATIONS. ST. EDWARD'S ALSO ADVERTISES ON AN ANNUAL BASIS IN THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS HANDBOOK AND THE FLORIDA COUNCIL OF INDEPENDENT SCHOOLS HANDBOOK. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUL BENFIT | NameOfEvent1 |
| Gross Receipts Event1 | 369776 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 292696 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 77080 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 7500 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 1500 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 65608 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PARENTS ASSOCIATION | NameOfEvent2 |
| Gross Receipts Event2 | 177242 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 177242 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 53486 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 547018 | GrossReceiptsTotal |
| Charitable Contributions Total | 292696 | CharitableContributionsTotal |
| Gross Revenue Total Events | 254322 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 7500 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 1500 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 119094 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 128094 | DirectExpenseSummaryEvents |
| Net Income Summary | 126228 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FINANCIAL AID-EXISTING ST | 90 | 1204724 |
| BENEFIT- FACULTY SCHOLARS & FINANCIAL AID | 43 | 661020 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL MERSKY | NamePerson |
| Title | HEAD OF SCHOOL | Title |
| Base Compensation Filing Org | 281475 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 10304 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 21111 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 4506 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 317396 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 200905 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE EPISCOPAL DIOCESE BISHOP HAS THE RIGHT TO APPOINT THE DIOCESE'S BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PROVIDED TO THE BOARD PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | REVIEWED ANNUALLY AND ANY POTENTIAL CONFLICTS ARE ADDRESSED. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPARISON WITH COMPATIBILITY DATA OF EQUIVALENT SCHOOLS; PERFORMANCE EVALUATION; NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL (NAIS), REVIEW BY OUTSIDE COMPENSATION CONSULTANT, AND FLORIDA COUNCIL OF INDEPENDENT SCHOOLS (FCIS)STATISTICS. |
| 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. |