SAINT JAMES SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAINT JAMES SCHOOL (EIN 63-0366280)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201331359349302258
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T09:38:10-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721396621 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7550 HALCYON SUMMIT DRIVE | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36117 | 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 | 630366280 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAINT JAMES SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 3342778033 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6010 VAUGHN ROAD | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36116 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BILL FURR | Name |
| Title | CONTROLLER AND BUSINESS MANAGER | Title |
| Phone | 3342778033 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHYLLIS S INGRAM CPA | Name |
| PTIN | P00837269 | PTIN |
| Phone | 3342716678 | Phone |
| Date Prepared | 2013-05-13 | 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 | BILL FURR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6010 VAUGHN ROAD | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9992146 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | SCHOOL | TypeOfOrgOtherDescription |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | COLLEGE PREPARATORY SCHOOL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 198 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 304267 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 244214 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8968327 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8903951 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 67861 | InvestmentIncomePriorYear |
| Investment Income Current Year | 76624 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 118511 | OtherRevenuePriorYear |
| Other Revenue Current Year | 111816 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9458966 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9336605 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6282309 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6488817 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3256120 | OtherExpensePriorYear |
| Other Expenses Current Year | 3380764 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9538429 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9869581 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -79463 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -532976 | RevenuesLessExpensesCY |
| Total Assets BOY | 18946494 | TotalAssetsBOY |
| Total Assets EOY | 18577647 | TotalAssetsEOY |
| Total Liabilities BOY | 8978497 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9358746 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9967997 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9218901 | NetAssetsOrFundBalancesEOY |
| Mission Description | COLLEGE PREPARATORY SCHOOL | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7962030 | Expense |
| Revenue | 9009267 | Revenue |
| Description | SAINT JAMES SCHOOL IS AN INDEPENDENT, NON-SECTARIAN, COLLEGE PREPARATORY SCHOOL WITH A STUDENT BODY BROADLY REPRESENTATIVE OF COLLEGE-BOUND STUDENTS. THE SCHOOL IS COMMITTED TO CHALLENGING AND ASSISTING STUDENTS IN REALIZING THEIR INDIVIDUAL POTENTIAL AND PREPARING THEM FOR LIVES OF RESPONSIBILITY, SERVICE, AND ACHIEVEMENT. THE SCHOOL SERVES APPROXIMATELY 950 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH TWELFTH. ALMOST ALL PARENTS VOLUNTEER IN SOME SCHOOL ACTIVITY DURING THE SCHOOL YEAR. | Description |
| Total Program Service Expense | 7962030 | 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 | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 198 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 | WILLIAM F FURR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3342778033 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6010 VAUGHN ROAD | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36116 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| RAGAN INGRAM | ||||||
| CHAIRMAN | 0.00 | X | X | 0 | 0 | 0 |
| BILLY LIVINGS | ||||||
| VICE CHAIRMAN | 0.00 | X | X | 0 | 0 | 0 |
| CHUCK RICHARDSON | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| LT COL KELLI POHLMAN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MONET GAINES | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| TAYLOR BLACKWELL | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| CYNTHIA BISBEE PHD | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| BURT SMITHART | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| FRANK WOODSON | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| GEORGE KENT | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| TED BRIDGES | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| BETH POE | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| JAMIE LOEB | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MICHELLE PARKS | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| HELENA DUNCAN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| SONNY BRASFIELD | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| GIP MEADOWS | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| JAMES DICKENS | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MELBA RICHARDSON | ||||||
| EMPLOYEE | 40.00 | X | 175018 | 0 | 13438 | |
| WILLIAM FURR | ||||||
| EMPLOYEE | 40.00 | X | 86749 | 0 | 5205 | |
| GERALD BROWNING | ||||||
| EMPLOYEE | 40.00 | X | 81183 | 0 | 8016 | |
| JOHN TATUM | ||||||
| EMPLOYEE | 40.00 | X | 75878 | 0 | 4553 | |
| SUSAN ATKINS | ||||||
| EMPLOYEE | 40.00 | X | 62641 | 0 | 6903 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 481469 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 38115 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KINGS TABLE CATERING | |||||
| 6100 VAUGHN ROAD | MONTGOMERY | AL | 36116 | SCHOOL LUNCH PROGRAM, SPECIAL EVENTS | 117153 |
| CAPITAL CONTRACTORS INC | |||||
| 88 DURYEA ROAD | MELVILLE | NY | 11747 | JANITORIAL SERVICES | 103575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 244214 | AllOtherContributions |
| Total Contributions | 244214 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION, NET OF DISCOU | 611600 | 7708192 | 7708192 |
| EXTENDED DAY, LUNCH, A | 611600 | 618437 | 618437 |
| REGISTRATION, ENROLLME | 611600 | 368770 | 368770 |
| MISCELLANEOUS PROGRAMS | 611600 | 208552 | 208552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8903951 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35424 | TotalRevenueColumn |
| Exclusion | $35,424 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6500 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6500 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6500 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 684191 | Securities |
| Other | 12550 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 650224 | Securities |
| Other | 5317 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33967 | Securities |
| Other | 7233 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41200 | TotalRevenueColumn |
| Exclusion | $41,200 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANCILLARY ORGANIZATION | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 105316 | TotalRevenueColumn |
| Related Or Exempt Function Income | 105316 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 105316 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9336605 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9015767 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $76,624 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547924 | Total |
| Program Services | 6104 | ProgramServices |
| Management And General | 541820 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5159337 | Total |
| Program Services | 4762100 | ProgramServices |
| Management And General | 397237 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277039 | Total |
| Program Services | 258448 | ProgramServices |
| Management And General | 18591 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92186 | Total |
| Program Services | 92186 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 412331 | Total |
| Program Services | 348854 | ProgramServices |
| Management And General | 63477 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4620 | Total |
| Management And General | 4620 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22693 | Total |
| Management And General | 22693 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62251 | Total |
| Program Services | 62251 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69932 | Total |
| Management And General | 69932 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72235 | Total |
| Program Services | 47078 | ProgramServices |
| Management And General | 25157 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97995 | Total |
| Management And General | 97995 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 548490 | Total |
| Program Services | 483304 | ProgramServices |
| Management And General | 65186 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52877 | Total |
| Program Services | 37197 | ProgramServices |
| Management And General | 15680 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312275 | Total |
| Management And General | 312275 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1069692 | Total |
| Program Services | 950837 | ProgramServices |
| Management And General | 118855 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102590 | Total |
| Program Services | 72458 | ProgramServices |
| Management And General | 30132 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DEPARTMENTAL EXPENSES | 428006 | 428006 | |
| AUXILLARY PROGRAMS | 372334 | 372334 | |
| MISCELLANEOUS | 109943 | 7557 | 102386 |
| PTO EXPENSE | 33316 | 33316 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21515 | Total |
| Management And General | 21515 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9869581 | Total |
| Program Services | 7962030 | ProgramServices |
| Management And General | 1907551 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1668668 | BOY |
| EOY | 1896308 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1940420 | BOY |
| EOY | 1790063 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30133 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45283 | BOY |
| EOY | 18869 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29578 | BOY |
| EOY | 25370 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 27612781 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12765744 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15232412 | BOY |
| EOY | 14847037 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18946494 | BOY |
| EOY | 18577647 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 341881 | BOY |
| EOY | 399473 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1355803 | BOY |
| EOY | 1575621 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6989202 | BOY |
| EOY | 6955671 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291611 | BOY |
| EOY | 427981 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8978497 | BOY |
| EOY | 9358746 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9199524 | BOY |
| EOY | 8554655 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 293908 | BOY |
| EOY | 184296 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474565 | BOY |
| EOY | 479950 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9967997 | BOY |
| EOY | 9218901 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18946494 | BOY |
| EOY | 18577647 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -532976 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -216120 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1960451 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -44324 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1916127 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1655149 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 305302 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1960451 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1481215 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 173934 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1655149 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1713871 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -232656 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1481215 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 2427164 | OtherCostOrOtherBasis |
| Book Value | 2427164 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22324947 | OtherCostOrOtherBasis |
| Depreciation | 10592467 | Depreciation |
| Book Value | 11732480 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2860670 | OtherCostOrOtherBasis |
| Depreciation | 2173277 | Depreciation |
| Book Value | 687393 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14847037 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RATE SWAP AT FAIR VALUE | Description |
| Amount | $427,981 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 427981 | TotalOfAmounts |
| Total Revenue | 9336605 | TotalRevenue |
| Total Expenses | 9869581 | TotalExpenses |
| Excess Or Deficit For Year | -532976 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -216120 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -216120 | TotalAdjustments |
| Excess Or Deficit Per FS | -749096 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9120485 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -216120 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -216120 | RevenueNotRptdF990 |
| Revenue Subtotal | 9336605 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9336605 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9869581 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9869581 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9869581 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | OIL PAINTINGS BY BARBARA GALLAGHER AND OTHER ARTISTS SERVE TO HIGHLIGHT AND ENHANCE STUDENTS' ART EDUCATION. | |
| PART V, LINE 4: | THE ENDOWMENT CONSISTS OF TWO PARTS: THE G. STANLEY FRAZER GENERAL ENDOWMENT AND THE SAINT JAMES SCHOOL SCHOLARSHIP ENDOWMENT. THE GENERAL ENDOWMENT SUPPORTS SCHOOL PROGRAMS AND SPECIAL PROJECTS DESIGNATED BY THE BOARD OF DIRECTORS. THE SCHOLARSHIP ENDOWMENT PROVIDES SCHOLARSHIPS TO DESERVING STUDENTS WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A SAINT JAMES SCHOOL EDUCATION. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE SCHOOL ADOPTED THE PROVISIONS OF FASB ASC (ACCOUNTING STANDARDS CODIFICATION) NO. 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ON JULY 1, 2009. AS A RESULT OF THE IMPLEMENTATION OF ASC NO. 740, THE SCHOOL HAS NOT RECOGNIZED ANY RESPECTIVE LIABILITY FOR UNRECOGNIZED TAX BENEFITS AS IT HAS NO KNOWN TAX POSITIONS THAT WOULD SUBJECT THE SCHOOL TO ANY MATERIAL INCOME TAX EXPOSURE. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION ARE THE YEARS ENDED JUNE 30, 2007 THROUGH 2011 FOR ALL MAJOR TAX JURISDICTIONS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
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 (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | NEWSPAPER ADVERTISEMENT FOLLOWING REQUIREMENT OF REVENUE PROC. #75-50 |
| EXPLANATION OF DOCUMENT RETENTION | SCHEDULE E, PART I, LINE 4 | N/A |
| EXPLANATION OF RACIAL DISCRIMINATION | SCHEDULE E, PART I, LINE 5 | N/A |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 | MELBA RICHARDSON | NamePerson |
| Base Compensation Filing Org | 175018 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 10501 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 2937 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 188456 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1B | ReturnReference |
| Explanation | THE ORGANIZATION DOES NOT HAVE A WRITTEN POLICY REGARDING PAYMENT OF SOCIAL CLUB DUES; HOWEVER, THESE PAYMENTS ARE BOARD APPROVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | PARENTS AND GUARDIANS OF ENROLLED STUDENTS ARE MEMBERS OF THE ORGANIZATION, DURING THE PERIOD OF THEIR CHILD'S OR WARD'S ENROLLMENT, AND ANY NON-PARENT ELECTED TO THE BOARD OF DIRECTORS IS A MEMBER OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY MAJORITY VOTE OF THE ORGANIZATION'S MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 8B | ALL BOARD MEETINGS ARE DOCUMENTED, BUT NOT ALL COMMITTEE MEETINGS ARE NECESSARILY DOCUMENTED. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S FORM 990 IS REVIEWED BY BOTH THE CONTROLLER AND HEADMASTER BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY KNOWN OR SUSPECTED CONFLICTS OF INTEREST ARE INVESTIGATED PROMPTLY BY THE BOARD OF DIRECTORS, AND APPROPRIATE ACTION IS TAKEN. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEADMASTER'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE HEADMASTER DETERMINES COMPENSATION FOR ALL OTHER SCHOOL EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -216,120. | CHANGES IN NET ASSETS OR FUND BALANCES: |