2013-05-14T10:44:42-05:00 2012-06-30 411647057 MAHONEYULBRICHCHRISTIANSEN & RUSS PA 30 EAST PLATO BOULEVARD SAINT PAUL MN 551071809 990 2011-07-01 410943433 ST PAUL ACADEMY AND SUMMIT SCHOOL STPA 6516961317 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 MARY ALBACHTEN 6516961317 2013-05-14 1 ROZALYN Z ALLYSON P00234621 6512276695 2013-05-14 2011 2016-02-24 21:20:13Z MARY ALBACHTEN 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 30868952 0 X WWW.SPA.EDU X 1969 MN TO PROVIDE STUDENTS WITH EDUCATIONAL INSTRUCTION. 19 19 386 250 0 3662 5863668 8069627 22219897 22047459 742855 751866 0 0 28826420 30868952 3813653 4421218 0 0 14738980 13883409 38579 46229 1005443 6647008 7072770 25238220 25423626 3588200 5445326 68306270 73669255 17532518 17558399 50773752 56110856 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 22736097 4421218 22047459 ST. PAUL ACADEMY IS AN INSTRUCTIONAL INSTITUTION FOR STUDENTS. 22736097 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 0 1 83 0 1 386 1 1 1 0 0 0 0 1 1 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 PHILIP W WHITE 2.00 X X 0 0 0 ELIZABETH DRISCOLL HLAVKA 1.00 X 0 0 0 RUTH S HUSS 1.00 X 0 0 0 FREDERICK C KAEMMER 1.00 X 0 0 0 BRUCE A LILLY 1.00 X 0 0 0 RANLET MINER JR 1.00 X 0 0 0 VIRGINIA H MORRIS 1.00 X 0 0 0 ANN RUHR PIFER 1.00 X 0 0 0 DR BRIAN C ROSENBERG 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 SARAH S KARON 1.00 X 0 0 0 TIMOTHY WJ O'BRIEN 1.00 X X 0 0 0 SCOTT MALLOY 1.00 X 0 0 0 PAUL MOE 1.00 X 0 0 0 ANDRES KNUTZEN 1.00 X 0 0 0 ANNE HOOLEY 1.00 X 0 0 0 BRYN ROBERTS 50.00 X 300472 0 118084 MARY ALBACHTEN 40.00 X 129540 0 19284 PETER SAWKINS 40.00 X 156277 0 948 CINDY RICHTER 40.00 X 126997 0 20846 CHRIS HUGHES 40.00 X 120760 0 20586 CLIFF CLARK 40.00 X 112363 0 23125 DOROTHY GOLDIE 40.00 X 117300 0 20227 1063709 0 223100 5 0 1 0 TAHER INC PO BOX 44719 MADISON WI 537444719 DINING SERVICE 819510 MONARCH BUS SERVICE INC 101 EAST 10TH STREET SUITE 300 HASTINGS MN 55033 TRANSPORTATION 270014 FIDELITY BUILDING SERVICES INC 951 AMERICAN BOULEVARD E MINNEAPOLIS MN 554201331 CLEANING SRV 244158 THEBE STREET DESNICK NELSON INC 1600 WEST LA MINNEAPOLIS MN 55408 DESIGN CONSULTANT 179305 KAG CONSTRUCTION SOLUTIONS 4859 SANDRA LANE WHITE BEAR LAKE MN 55110 CONSTRUCTION 158877 5 8069627 609706 8069627 TUITION AND FEES 611600 21176302 21176302 OTHER REVENUE 611600 834214 834214 SUMMER SCHOOL TUITION 611600 36943 36943 22047459 751866 751866 30868952 22047459 0 751866 4421218 4421218 1063709 616554 229698 217457 9917442 9003510 598132 315800 954309 834567 86899 32843 1144374 1014413 95429 34532 803575 714949 56818 31808 63161 52424 7838 2899 34156 28349 4239 1568 46229 46229 404183 335472 50159 18552 434320 360486 53899 19935 47846 39712 5938 2196 758898 629886 94179 34833 1022679 848824 126914 46941 INSTRUCTIONAL 1526304 1526304 EQUIP RENTAL/MAINTENANC 1001732 831438 124315 45979 FOOD SERVICE 735784 735784 ADMISSIONS 270342 224384 33549 12409 773365 517823 114080 141462 25423626 22736097 1682086 1005443 1169833 770577 3488142 6492552 77505 101666 67182 57724 8728 7951 259234 9126 154636 169557 45618165 24626538 21917212 20991627 39325153 43315004 190957 176545 1647688 1576926 68306270 73669255 1107079 1187900 1150736 1077962 14794280 14790938 480423 501599 17532518 17558399 X 10253868 10206933 21416295 26773825 19103589 19130098 50773752 56110856 68306270 73669255 X 5445326 -108222 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 0.60000 0.40000 1 0 3013934 3013934 36464664 19027647 17437017 4248443 3796702 451741 1891124 1802189 88935 20991627 ASSET RETIREMENT OBLIGATION 501599 501599 30868952 25423626 5445326 -108222 -108222 5337104 27594598 -108222 -3166132 -3274354 30868952 0 30868952 22257494 0 22257494 3166132 3166132 25423626 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: 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 XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS -3,070,235. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS -95,897. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS 3,070,235. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS 95,897. 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 46229 -46229 46229 -46229 MN 1 FINANCIAL AID FOR TUITION 195 3070235 EMPLOYEE DISCOUNTS 42 1350983 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 300472 0 0 0 0 0 48527 0 69557 0 418556 0 48527 0 PETER SAWKINS 156277 0 0 0 0 0 0 0 948 0 157225 0 0 0 PART I, LINE 1B HOUSING ALLOWANCE IS PART OF NEGOTIATED CONTRACT. HEALTH/SOCIAL CLUB DUES ARE BILLED DIRECTLY TO SCHOOL. HOUSING AND REDEVELOPMENT AUTHORITY 521440945 79289GAA8 2007-08-16 14807230 ADVANCE REFUND THE SERIES 1999 BONDS IN ADVANCE OF THEIR MATURITY. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRYN ROBERTS PURCHASE HOME X 150000 57724 0 1 1 57724 X 609706 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -108,222. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.