ST ANNE SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ST ANNE SCHOOL (EIN 33-0518794)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-07
- IRS object ID
- 201243129349301874
- Schema version
- 2011v1.2
- 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 | 2012-11-07T15:11:15-08:00 | 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 | Wertz & Company LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5450 Trabuco Road | AddressLine1 |
| City | Irvine | City |
| State | CA | State |
| ZIP Code | 92620 | 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 | 330518794 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Anne School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAN | NameControl |
| Phone | 9492766700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32451 Bear Brand Road | AddressLine1 |
| City | Laguna Niguel | City |
| State | CA | State |
| ZIP Code | 92677 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINE NASR | Name |
| Title | CFO | Title |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Russ Wertz | Name |
| Phone | 9497565000 | Phone |
| 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) |
|---|---|---|
| Gross Receipts | 10722772 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | ST-ANNE.ORG | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | ACADEMIC INSTRUCTION, RELIGIOUS INSTRUCTION, SPORT SOCIAL ACTIVITIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 161 | TotalNbrEmployees |
| Total Nbr Volunteers | 521 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 79013 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 55448 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9646485 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10120279 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14942 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11455 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 709300 | OtherRevenuePriorYear |
| Other Revenue Current Year | 535590 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10449740 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10722772 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5780647 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6260481 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 219535 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 467178 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 467178 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3552626 | OtherExpensePriorYear |
| Other Expenses Current Year | 3587542 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9552808 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10315201 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 896932 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 407571 | RevenuesLessExpensesCY |
| Total Assets BOY | 18985477 | TotalAssetsBOY |
| Total Assets EOY | 19108247 | TotalAssetsEOY |
| Total Liabilities BOY | 6948096 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6714725 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12037381 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12393522 | NetAssetsOrFundBalancesEOY |
| Mission Description | ACADEMIC INSTRUCTION, RELIGIOUS INSTRUCTION, SPORT SOCIAL ACTIVITIES | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5890293 | Expense |
| Description | ACADEMIC INSTRUCTION, PHYSICAL EDUCATION AND ORGANIZED SPORTS, SOCIAL ACTIVITIES AND RELIGIOUS INSTRUCTIONS WERE PROVIDED TO STUDENTS WHOSE AGES RANGED FROM PRESCHOOL TO GRADE EIGHT. | Description |
| Total Program Service Expense | 5890293 | 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 | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | 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 | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 | false | 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 | 100 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 161 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | 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 | false | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Christine Nasr | NamePerson |
| Telephone Number | 9492766700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32451 Bear Brand Road | AddressLine1 |
| City | Laguna Niguel | City |
| State | CA | State |
| ZIP Code | 92677 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 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 |
|---|---|---|---|---|---|---|---|
| WENDY PELOSO | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| MIKE URNER | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| KELLY REYNOLDS | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| MARC SPIZZIRRI | |||||||
| FOUNDER TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| THOMAS PARR | |||||||
| FOUNDER TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| JANET NOLET | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| KRISTI HYKES | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| FRANK DARRAS | |||||||
| FOUNDER TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| ABBOT EUGENE HAYS OPRAEM | |||||||
| PERM. TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| TODD THOMPSON | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| FATHER DAMIEN | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| MIKE CARROLL | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| GORDON ROTH | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| PETER QUILL | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| MATTHEW MASSENGILL | |||||||
| Chairman | 2.00 | X | 0 | 0 | 0 | X | |
| RANDALL ADAMS | |||||||
| CEO/SCHOOL HEAD | 40.00 | X | 212795 | 0 | 0 | X | |
| MICHELLE FUJIMOTO PORTER | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| RAMINA KHARILEH | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| LAURA MULLER | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| MSGR JOHN URELL | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| MARC AVERITT | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| W THOMAS CLEMENTS | |||||||
| VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | X | |
| WENDY CARIELLO | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| JEFF CADIEUX | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| JILL CARROLL | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| STEPH BUSCH | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| J C ABUSAID | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| TIMOTHY R BUSCH | |||||||
| FOUNDER TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| NADIA OGGIANO | |||||||
| MS TEACHER | 40.00 | 107880 | 0 | 0 | X | ||
| JOANNE WILLIAMS | |||||||
| ASST. PRINCIPAL | 40.00 | 102006 | 0 | 0 | X | ||
| JOHN CASATO | |||||||
| PRINCIPAL | 40.00 | 118325 | 0 | 0 | X | ||
| CHRISTINE NASR | |||||||
| CFO | 40.00 | 100412 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 641418 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LAGUNA SAPPHIRE LLC | |||||
| 1200 SOUTH COAST HIGHWAY STE 105-B | LAGUNA BEACH | CA | 92651 | SCHOOL MEALS | 218720 |
| ANTHEM BLUE CROSS | |||||
| DEPARTMENT 5812 | LOS ANGELES | CA | 90074 | MEDICAL PROVIDER | 264604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 55448 | AllOtherContributions |
| Total Contributions | 55448 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION AND FEES | Description |
| Total Revenue Column | 10120279 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10120279 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10120279 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9855 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9855 | RelatedOrExemptFunctionIncome |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1600 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1600 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1600 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1600 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 505602 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 505602 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Total Revenue Column | 29988 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29988 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 29988 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10722772 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10161722 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212795 | Total |
| Management And General | 212795 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5300856 | Total |
| Program Services | 4002553 | ProgramServices |
| Management And General | 1298303 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329641 | Total |
| Program Services | 329641 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417189 | Total |
| Program Services | 299356 | ProgramServices |
| Management And General | 117833 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29456 | Total |
| Management And General | 29456 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21500 | Total |
| Management And General | 21500 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 467178 | Total |
| Fundraising | 467178 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30385 | Total |
| Management And General | 30385 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80824 | Total |
| Management And General | 80824 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 967267 | Total |
| Management And General | 967267 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| UTILITIES | 183982 | 183982 | |
| JANITORIAL | 142534 | 142534 | |
| EQUIPMENT RENTAL & MAINTENANCE | 291920 | 291920 | |
| CLASSROOM BOOKS & SUPPLIES | 541621 | 541621 | |
| ACADEMIC ACTIVITIES | 639300 | 639300 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 658753 | Total |
| Program Services | 77822 | ProgramServices |
| Management And General | 580931 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10315201 | Total |
| Program Services | 5890293 | ProgramServices |
| Management And General | 3957730 | ManagementAndGeneral |
| Fundraising | 467178 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3509087 | BOY |
| EOY | 4200193 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1521009 | BOY |
| EOY | 1564918 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363849 | BOY |
| EOY | 451748 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248644 | BOY |
| EOY | 174151 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21408325 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8709773 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13265017 | BOY |
| EOY | 12698552 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77871 | BOY |
| EOY | 18685 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18985477 | BOY |
| EOY | 19108247 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1108540 | BOY |
| EOY | 1297662 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3856432 | BOY |
| EOY | 3867785 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1983124 | BOY |
| EOY | 1549278 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6948096 | BOY |
| EOY | 6714725 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12037381 | BOY |
| EOY | 12393522 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12037381 | BOY |
| EOY | 12393522 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18985477 | BOY |
| EOY | 19108247 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 407571 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -51430 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2902507 | OtherCostOrOtherBasis |
| Book Value | 2902507 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11785039 | OtherCostOrOtherBasis |
| Depreciation | 4576477 | Depreciation |
| Book Value | 7208562 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2805527 | OtherCostOrOtherBasis |
| Depreciation | 1510098 | Depreciation |
| Book Value | 1295429 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2842821 | OtherCostOrOtherBasis |
| Depreciation | 1850120 | Depreciation |
| Book Value | 992701 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1072431 | OtherCostOrOtherBasis |
| Depreciation | 773078 | Depreciation |
| Book Value | 299353 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12698552 | TotalOfBookValueLandBuildings |
| Total Revenue | 10722772 | TotalRevenue |
| Total Expenses | 10315201 | TotalExpenses |
| Excess Or Deficit For Year | 407571 | ExcessOrDeficitForYear |
| Other | -$51,430 | OtherAmount |
| Total Adjustments | -51430 | TotalAdjustments |
| Excess Or Deficit Per FS | 356141 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10722772 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 10722772 | RevenueSubtotal |
| Total Revenue Per Form990 | 10722772 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10366631 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 51430 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 51430 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10315201 | ExpensesSubtotal |
| Total Expenses Per Form990 | 10315201 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | BOOK DEPRE. IN EXCESS OF TAX DEPRE. $51430 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | BOOK DEPRECIATION IN EXCESS OF TAX DEPRECIATION $ -51430 |
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 | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Identifier |
| Explanation | POLICY WAS PUBLISHED IN THE ORANGE COUNTY REGISTER (NEWSPAPER) | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FESTIVAL FUNDRAISERS | NameOfEvent1 |
| Gross Receipts Event1 | 371695 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 371695 | GrossRevenueEvent1 |
| Name Of Event2 | SPRING FUNDRAISER | NameOfEvent2 |
| Gross Receipts Event2 | 120065 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 120065 | GrossRevenueEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 13842 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 13842 | GrossRevenueOtherEvents |
| Gross Receipts Total | 505602 | GrossReceiptsTotal |
| Gross Revenue Total Events | 505602 | GrossRevenueTotalEvents |
| Net Income Summary | 505602 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RANDALL ADAMS | NamePerson |
| Base Compensation Filing Org | 212795 | BaseCompensationFilingOrg |
| Total Compensation Filing Org | 212795 | TotalCompensationFilingOrg |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | ST. ANNE SCHOOL MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THE REQUEST OF THE RESPECTED PARTY. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | FORM 990 WAS REVIEWED BY BOARD OF DIRECTORS BEFORE BEING FILED. |