SAINT EDWARDS SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAINT EDWARDS SCHOOL (EIN 59-1059214)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201321349349300297
- Schema version
- 2011v1.5
- 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 | 2013-05-14T10:44:55-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5070 N HIGHWAY A1A STE 250 | AddressLine1 |
| City | VERO BEACH | City |
| State | FL | State |
| ZIP Code | 329631216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | 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 | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH A CRUM CPA | Name |
| Phone | 7722348484 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL MERSKY HEAD OF SCHOOL | 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 | 16800877 | GrossReceipts |
| Group Return For Affiliates | false | 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-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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 225 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 118884 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -72050 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4136940 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1831287 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11294794 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10974387 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 107434 | InvestmentIncomePriorYear |
| Investment Income Current Year | 667802 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 173043 | OtherRevenuePriorYear |
| Other Revenue Current Year | 172035 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15712211 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13645511 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1925304 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1898909 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6230406 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5961067 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 439749 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4860447 | OtherExpensePriorYear |
| Other Expenses Current Year | 4990896 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13016157 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12850872 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2696054 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 794639 | RevenuesLessExpensesCY |
| Total Assets BOY | 35267315 | TotalAssetsBOY |
| Total Assets EOY | 31342763 | TotalAssetsEOY |
| Total Liabilities BOY | 19328877 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14758890 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15938438 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16583873 | 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 | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 8863644 | Expense |
| Grants | 1898909 | Grants |
| Revenue | 10559946 | Revenue |
| Description | ST. EDWARD'S SCHOOL PROVIDES EDUCATION FOR PRIMARY, INTERMEDIATE AND SECONDARY STUDENTS. APPROXIMATELY 475 STUDENTS WERE SERVED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 292474 | Expense |
| Revenue | 247312 | 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 | 9156118 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 79 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 225 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BETH ZAMERSKI | NamePerson |
| Telephone Number | 7724922313 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1895 STEDWARDS DR | AddressLine1 |
| City | VERO BEACH | City |
| State | FL | State |
| ZIP Code | 32963 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 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 | |
| DOLF KAHLE | |||||||
| SECRETARY | 8.00 | X | 0 | 0 | 0 | X | |
| DAVID S CROOM | |||||||
| TREASURER | 8.00 | X | 0 | 0 | 0 | X | |
| MISTY MINTON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RT REV JOHN W HOWE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PHILIP A LAMBERT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD G MCDERMOTT JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LAURENCE A REISMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LORNE WAXLAX | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEFF BASS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DAN SIMMONS | |||||||
| VICE CHAIRMA | 8.00 | X | 0 | 0 | 0 | X | |
| BRIAN BAREFOOT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KATHRYN FABER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TERESA WINSLOW | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SAM ZIMMERMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KATE BECKWITH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ALLISON PROCTOR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| 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 SCHO | 40.00 | 284321 | 0 | 25357 | X | ||
| BRUCE WACHTER | |||||||
| ASSOC HEAD O | 40.00 | 120865 | 0 | 9830 | X | ||
| ANNE STORCH | |||||||
| DIR. ADVANCE | 40.00 | 110258 | 0 | 9247 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 515444 | TotalReportableCompFromOrg |
| Total Other Compensation | 44434 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 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 | 589715 |
| SENECA DATA DISTRIBUTORS INC | |||||
| PO BOX 10245 | ALBANY | NY | 122015245 | COMPUTER SUPPLI | 250588 |
| HONEYWELL LLC | |||||
| PO BOX 957168 | STLOUIS | MO | 63195 | AC UPGRADES | 176960 |
| TULIP TRAVEL INC | |||||
| 2 POTTERS COURT | GREAT NECK | NY | 11024 | TRAVEL AGENT | 121499 |
| CDW GOVERNMENT INC | |||||
| 75 REMITTANCE DRIVE SUITE 1515 | CHICAGO | IL | 60675 | COMPUTER SUPPLI | 102085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 303167 | FundraisingEvents |
| All Other Contributions | 1528120 | AllOtherContributions |
| Noncash Contributions | 27425 | NoncashContributions |
| Total Contributions | 1831287 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Business CodeBusinessCode | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION & FEES | 10559946 | 10559946 | ||
| OTHER SOURCES | 167129 | 167129 | ||
| AUXILIARY SERVICES - EXEMPT | 128428 | 128428 | ||
| AUXILIARY SERVICES - TAXABLE | 118884 | 713990 | 118884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10974387 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119618 | TotalRevenueColumn |
| Exclusion | $119,618 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 3528000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2979816 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 548184 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 548184 | TotalRevenueColumn |
| Exclusion | $548,184 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 243294 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 303167 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 127987 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115307 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 83548 | GrossSalesOfInventory |
| Cost Of Goods Sold | 47563 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35985 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35985 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENTAL INCOME | Description |
| Total Revenue Column | 20743 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20743 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 20743 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13645511 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10912231 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 118884 | UnrelatedBusinessRevenue |
| Exclusion | $667,802 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1898909 | Total |
| Program Services | 1898909 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265225 | Total |
| Management And General | 196266 | ManagementAndGeneral |
| Fundraising | 68959 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4866358 | Total |
| Program Services | 3395191 | ProgramServices |
| Management And General | 1225223 | ManagementAndGeneral |
| Fundraising | 245944 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194816 | Total |
| Program Services | 137326 | ProgramServices |
| Management And General | 57490 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240843 | Total |
| Program Services | 169771 | ProgramServices |
| Management And General | 71072 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393825 | Total |
| Program Services | 239372 | ProgramServices |
| Management And General | 100211 | ManagementAndGeneral |
| Fundraising | 54242 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42344 | Total |
| Management And General | 42344 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41930 | Total |
| Management And General | 41930 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104685 | Total |
| Management And General | 104685 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157850 | Total |
| Program Services | 15419 | ProgramServices |
| Management And General | 142431 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196189 | Total |
| Program Services | 196189 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 491941 | Total |
| Program Services | 491941 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 604 | Total |
| Management And General | 604 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58557 | Total |
| Program Services | 58557 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1273631 | Total |
| Program Services | 738070 | ProgramServices |
| Management And General | 507407 | ManagementAndGeneral |
| Fundraising | 28154 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 457983 | Total |
| Program Services | 17132 | ProgramServices |
| Management And General | 440851 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| OUTSOURCED MANAGEMENT EXP | 928735 | 928735 |
| ATHLETIC - SPORTS | 368083 | 368083 |
| GAS/OIL/TOLLS | 83645 | 83645 |
| COMPUTER/PHONE EQUIPMENT | 50634 | 50634 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 734085 | Total |
| Program Services | 367144 | ProgramServices |
| Management And General | 324491 | ManagementAndGeneral |
| Fundraising | 42450 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12850872 | Total |
| Program Services | 9156118 | ProgramServices |
| Management And General | 3255005 | ManagementAndGeneral |
| Fundraising | 439749 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700 | BOY |
| EOY | 700 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7167973 | BOY |
| EOY | 7046016 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 796260 | BOY |
| EOY | 319156 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15149 | BOY |
| EOY | 36064 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61254 | BOY |
| EOY | 58266 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34023938 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15689340 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22238661 | BOY |
| EOY | 18334598 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4500956 | BOY |
| EOY | 5173080 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 486362 | BOY |
| EOY | 374883 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35267315 | BOY |
| EOY | 31342763 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 689967 | BOY |
| EOY | 488029 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4404702 | BOY |
| EOY | 3501742 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13972711 | BOY |
| EOY | 10444711 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 261497 | BOY |
| EOY | 324408 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19328877 | BOY |
| EOY | 14758890 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10430636 | BOY |
| EOY | 10526407 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3129515 | BOY |
| EOY | 2924359 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2378287 | BOY |
| EOY | 3133107 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15938438 | BOY |
| EOY | 16583873 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35267315 | BOY |
| EOY | 31342763 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 794639 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -149204 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | 280523 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 Minus3 Years CurrentYearMinus3Years
| 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 | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
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 | 23950392 | OtherCostOrOtherBasis |
| Depreciation | 8390756 | Depreciation |
| Book Value | 15559636 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3698905 | OtherCostOrOtherBasis |
| Depreciation | 2453490 | Depreciation |
| Book Value | 1245415 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5679385 | OtherCostOrOtherBasis |
| Depreciation | 4845094 | Depreciation |
| Book Value | 834291 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18334598 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (17 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BOOK RESERVE- LOWER SCHOOL TEXTS | $104,396 |
| RESERVE FOR LEARNING SUPPORT SERVICE | $73,441 |
| TABLET DEPOSITS | $42,741 |
| RESERVE FOR LONG RANGE PLANNING PROC | $38,993 |
| A/P-U/S DISCRETIONARY FUND | $21,177 |
| BAND EQUIPMENT MAINTENANCE RESERVE | $16,193 |
| STUDENT ACTIVITY-CLUB FUNDS | $7,882 |
| A/P-L/S DISCRETIONARY FUND | $4,758 |
| RESERVE FOR FOOTBALL | $4,200 |
| MU ALPHA THETA CLUB FUNDS | $3,776 |
| RESERVE FOR LACROSSE | $3,250 |
| A/P-M/S DISCRETIONARY FUND | $1,205 |
| GRANT TEEN COURT US - REV. | $1,044 |
| SUPERFANS CLUB | $842 |
| GLOBAL AWARENESS CLUB | $332 |
| RESERVE FOR WAXLAX CENTER | $128 |
| RESERVE FOR HILTON/BUELL ART SCHOLAR | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 324408 | TotalOfAmounts |
| Total Revenue | 13645511 | TotalRevenue |
| Total Expenses | 12850872 | TotalExpenses |
| Excess Or Deficit For Year | 794639 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -149204 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -149204 | TotalAdjustments |
| Excess Or Deficit Per FS | 645435 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13677439 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -149204 | NetUnrealizedGainsInvestments |
| Other Revenues | 181132 | OtherRevenues |
| Revenue Not Rptd F990 | 31928 | RevenueNotRptdF990 |
| Revenue Subtotal | 13645511 | RevenueSubtotal |
| Total Revenue Per Form990 | 13645511 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13032004 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 181132 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 181132 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12850872 | ExpensesSubtotal |
| Total Expenses Per Form990 | 12850872 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, 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 THIER 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. |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE SCHOOL IS A NON-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." THE SCHOOL HAS BEEN CLASSIFIED AS NOT A PRIVATE FOUNDATION. ASC TOPIC 740 SEEKS TO REDUCE THE SIGNIFICANT DIVERSITY IN PRACTICE ASSOCIATED WITH FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT IN ACCOUNTING FOR DISCLOSURES OF TAX AND PRESCRIBES THE RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTED FOR DISCLOSURES OF TAX POSITIONS PREVIOUSLY TAKEN OR EXPECTED TO BE TAKEN ON AN INCOME TAX RETURN. NON-PROFIT ENTITIES ARE ALSO WITHIN THE SCOPE OF ASC TOPIC 740. AN ENTITY MUST CONSIDER WHETHER IT HAS ENGAGED IN ACTIVITIES THAT JEOPARDIZE ITS CURRENT TAX EXEMPT STATUS WITH THE INTERNAL REVENUE SERVICE. FURTHERMORE, THE ENTITY MUST DETERMINE WHETHER IT HAS ANY UNRELATED BUSINESS INCOME, WHICH MAY BE SUBJECT TO 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, AS WELL AS ALL OPEN TAX YEARS IN THESE JURISDICTIONS. THE SCHOOL ALSO TREATS INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, AND REFLECTS ANY CHARGE FOR SUCH, TO THE EXTENT THEY ARISE, AS A COMPONENT OF ITS OTHER GENERAL AND ADMINISTRATIVE EXPENSES. THE CONTINUED APPLICATION OF ASC TOPIC 740 HAS NO IMPACT ON THE SCHOOL'S FINANCIAL STATEMENTS. THE SCHOOL HAS EVALUATED THE PROVISION OF ASC TOPIC 740 REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE EVALUATION WAS PERFORMED FOR THE FISCAL YEARS 2009 THROUGH 2012, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF JUNE 30, 2012. THE SCHOOL CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE SCHOOL'S FINANCIAL STATEMENTS AS OF JUNE 30, 2012 AND 2011. THE SCHOOL DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G., TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE SCHOOL DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT JUNE 30, 2012 OR 2011, AND IT IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | CLASSIFICATION DIFFERENCES 181,132 CLASSIFICATION DIFFERENCES -181,132 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | CLASSIFICATION DIFFERENCES 181,132 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | CLASSIFICATION DIFFERENCES 181,132 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION | Identifier |
| Return Reference | SCHEDULE E LINE 3 | ReturnReference |
| Explanation | COUNCIL OF INDEPENDENT SCHOOLS HANDBOOK | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL BENEFIT | NameOfEvent1 |
| Gross Receipts Event1 | 381167 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 303167 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 78000 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 10000 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 1500 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 60419 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PARENTS & SPORT | NameOfEvent2 |
| Gross Receipts Event2 | 165294 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 165294 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 56068 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 546461 | GrossReceiptsTotal |
| Charitable Contributions Total | 303167 | CharitableContributionsTotal |
| Gross Revenue Total Events | 243294 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 10000 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 1500 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 116487 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 127987 | DirectExpenseSummaryEvents |
| Net Income Summary | 115307 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FINANCIAL AID-EXISTING ST | 119 | 1275284 |
| BENEFIT- FACULTY SCHOLARS | 38 | 623625 |
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 | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL MERSKY | NamePerson |
| Base Compensation Filing Org | 274053 | BaseCompensationFilingOrg |
| Other Compensation Filing Org | 10268 | OtherCompensationFilingOrg |
| Deferred Comp Filing Org | 20554 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 4803 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 309678 | TotalCompensationFilingOrg |
Schedule M IRS990ScheduleM
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | KELLY BLUE BOOK | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 24425 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE - NY STOCK EXCHANGE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | 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. |
| ADDITIONAL INFORMATION | FORM 990 | PART VIII - OTHER REVENUE ON OCTOBER 5, 2011, THE SCHOOL TRANSFERRED THE OWNERSHIP OF THE LOWER SCHOOL PROPERTY TO WELLS FARGO BANK, N.A. AS ALLOWED UNDER THE FORBEARANCE AND LOAN MODIFICATION AGREEMENT. THE SCHOOL WAS GIVEN CREDIT OF 3,528,000 TOWARD REPAYMENT OF THE DEBT UNDER THE SECOND AMENDMENT TO FORBEARANCE AND LOAN MODIFICATION. THE DIFFERENCE BETWEEN THE NET BOOK VALUE OF THE ASSETS TRANSFERRED AND THE CREDIT OBTAINED TOWARD REPAYMENT OF THE DEBT WAS RECOGNIZED AS GAIN IN THE AMOUNT OF 546,025. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PROVIDED TO THE BOARD PRIOR TO BEING FILED. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | REVIEWED ANNUALLY AND ANY POTENTIAL CONFLICTS ARE ADDRESSED. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, 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. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | COMPARISON WITH COMPATIBILITY DATA OF EQUIVALENT SCHOOLS; PERFORMANCE EVALUATION; NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL (NAIS) AND FLORIDA COUNCIL OF INDEPENDENT SCHOOLS (FCIS)STATISTICS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | NET UNREALIZED LOSS ON INVESTMENTS (149,204) |