2014-02-03T09:03:41-06:00 2013-06-30 411647057 MAHONEYULBRICHCHRISTIANSEN & RUSS PA 30 EAST PLATO BOULEVARD SAINT PAUL MN 551071809 990 2012-07-01 410943433 ST PAUL ACADEMY AND SUMMIT SCHOOL STPA 6516961317 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 MARY ALBACHTEN 6516961317 2014-01-24 1 ROZALYN Z ALLYSON P00234621 6512276695 2014-01-24 2012 2015-11-30 17:44:51Z MARY ALBACHTEN 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 36171036 0 X WWW.SPA.EDU X 1969 MN TO PROVIDE STUDENTS WITH EDUCATIONAL INSTRUCTION. 19 19 386 250 0 636 8069627 4374011 22047459 23169572 751866 1622205 0 0 30868952 29165788 4421218 4492015 0 0 13883409 14218059 46229 60062 917276 7072770 7118301 25423626 25888437 5445326 3277351 73669255 80747723 17558399 17520823 56110856 63226900 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 22884396 4492015 23169572 ST. PAUL ACADEMY IS AN INSTRUCTIONAL INSTITUTION FOR STUDENTS. 22884396 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 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 81 0 1 386 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 MARY ALBACHTEN 6516982451 1712 RANDOLPH AVE ST PAUL MN 55105 CHARLOTTE S JOHNSON 5.00 X X 0 0 0 TIM O'BRIEN 4.00 X X 0 0 0 SCOT W MALLOY 2.00 X X 0 0 0 WILLIAM M BEADIE 1.00 X 0 0 0 ELIZABETH DRISCOLL HLAVKA 1.00 X 0 0 0 ANNE LARSEN HOOLEY 1.00 X 0 0 0 RUTH S HUSS 1.00 X 0 0 0 FREDERICK C KAEMMER 1.00 X 0 0 0 DAVID W KANSAS 1.00 X 0 0 0 SARAH S KARON 1.00 X 0 0 0 DR ANDERS M KNUTZEN 1.00 X 0 0 0 BRUCE A LILLY 1.00 X 0 0 0 RANLET MINER JR 1.00 X 0 0 0 PAUL S MOE 1.00 X 0 0 0 ANN RUHR PIFER 1.00 X 0 0 0 GAIL A WARD 1.00 X 0 0 0 TIMOTHY A WELSH 1.00 X 0 0 0 SHANNON MCNEELY WHITAKER 1.00 X 0 0 0 PHILIP W WHITE 1.00 X 0 0 0 BRYN ROBERTS 50.00 X 366399 0 45229 MARY ALBACHTEN 40.00 X 170090 0 32900 DOROTHY GOLDIE 40.00 X 114134 0 29001 CHRIS HUGHES 40.00 X 117944 0 22872 CLIFF CLARK 40.00 X 105076 0 25048 CINDY RICHTER 40.00 X 155306 0 33800 PETER SAWKINS 40.00 X 153607 0 24236 1182556 0 213086 8 0 1 0 TAHER INC PO BOX 44719 MADISON WI 53744 DINING SERVICE 775276 MONARCH BUS SERVICE INC 101 EAST 10TH ST STE 300 HASTINGS MN 55033 TRANSPORTATION 314749 FIDELITY BUILDING SERVICES INC 951 AMERICAN BLVD EAST MINNEAPOLIS MN 55420 CLEANING SERVICE 240444 THEBE STREET 1600 WEST LAKE STREET MINNEAPOLIS MN 55408 DESIGN CONSULTANT 113174 BUILDING RESTORATION CORPORATION 1920 OAKCREST AVE SUITE 1 ROSEVILLE MN 55113 BLDG RESTORATION 106141 5 4374011 556629 4374011 TUITION AND FEES 611600 22218761 22218761 OTHER REVENUE 611600 891664 891664 SUMMER SCHOOL TUITION 611600 59147 59147 23169572 913196 913196 7700302 13955 6985010 20238 715292 -6283 709009 709009 29165788 23169572 0 1622205 4492015 4492015 1495522 1420508 63678 11336 10091909 8490556 1162770 438583 980157 843684 98711 37762 853390 746136 75742 31512 797081 698396 65539 33146 69665 58059 8645 2961 28584 23822 3547 1215 60062 60062 395468 329583 49078 16807 491669 409757 61016 20896 44521 37104 5525 1892 760121 633485 94331 32305 980709 817323 121706 41680 INSTRUCTIONAL 1650730 1650730 EQUIP RENTAL/MAINTENANC 828036 690085 102759 35192 FOOD SERVICE 748879 748879 ADMINISTRATION 302289 215029 32019 55241 817630 579245 141699 96686 25888437 22884396 2086765 917276 770577 858251 6492552 4536140 101666 154010 57724 39986 7951 2727 9126 7014 169557 251477 45979604 25590480 20991627 20389124 43315004 52630539 176545 162133 1576926 1716322 73669255 80747723 1187900 1166326 1077962 1039470 14790938 14787596 501599 527431 17558399 17520823 X 10206933 10773210 26773825 33070094 19130098 19383596 56110856 63226900 73669255 80747723 3277351 3838693 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29674275 111404 4389757 0 -1201833 -72539 32901064 30244144 98193 621712 0 -1223354 -66420 29674275 27922205 75315 4902192 -193258 -2398178 -64132 30244144 25294604 854812 2988541 -320580 -831514 -63658 27922205 36520891 309473 -6011259 -314514 -1432179 -230688 28841724 0.54000 0.46000 1 0 3013934 3013934 36712317 19860222 16852095 4362228 3904133 458095 1891125 1826125 65000 20389124 ASSET RETIREMENT OBLIGATION 527431 527431 X 29753316 3838693 -3251165 587528 29165788 0 29165788 22637272 0 22637272 3251165 3251165 25888437 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 -3,134,408. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS -116,757. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS 3,134,408. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS 116,757. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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 1 MARK KRONHOLM CONSULTING 150 SOUTH 5TH STREET SUITE 2525 MINNEAPOLIS MN 55402 CAMPAIGN FEASIBILITY 0 0 38018 -38018 38018 -38018 MN 1 FINANCIAL AID FOR TUITION 203 3134408 EMPLOYEE DISCOUNTS 70 1357607 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 366399 0 0 0 0 0 0 0 45229 0 411628 0 0 0 MARY ALBACHTEN 170090 0 0 0 0 0 0 0 32900 0 202990 0 0 0 CINDY RICHTER 155306 0 0 0 0 0 0 0 33800 0 189106 0 0 0 PETER SAWKINS 153607 0 0 0 0 0 0 0 24236 0 177843 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 BRYN ROBERTS PURCHASE HOME X 150000 39986 0 1 1 39986 X 75 556629 PRICE ON DATE REC'D 0 0 1 1 THIRD PARTY USE: 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.