Civic Intelligence

St David'S School

990 • Fiscal year 2015 • EIN 23-7241145

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

Organization ProfileWWW.SDSW.ORG

View Organization Page

3400 White Oak RoadRaleigh, NC 27609

(919) 782-3240

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

77th percentile

0.66x

Higher debt load relative to assets than 77% of similar nonprofits.

2015 filings • NTEE B • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

1.32x

Higher debt load relative to revenue than 75% of similar nonprofits.

2015 filings • NTEE B • $25M-$50M nonprofits • Source year 2015

Net Margin

33rd percentile

1.6%

Higher net margin than 33% of similar nonprofits.

2015 filings • NTEE B • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

68th percentile

$297,638

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2015 filings • NTEE B • $25M-$50M nonprofits • Source year 2015

Asset Growth

51st percentile

1.6%

Faster asset growth than 51% of similar nonprofits.

2015 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

1.7%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$25,237,145

Up $400,940 (+1.6%) from 2014

Net Assets

Up

$8,525,552

Up $15,402 (+0.2%) from 2014

Liabilities

Up

$16,711,593

Up $385,538 (+2.4%) from 2014

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin33rd percentile

Revenue

Up

$12,697,439

Up $213,244 (+1.7%) from 2014

Expenses

Up

$12,492,922

Up $217,421 (+1.8%) from 2014

Net Income

Down

$204,517

Down $4,177 (-2.0%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $25,157,428Liabilities 2011: $17,107,913Net Assets 2011: $8,049,5152011Assets 2012: $24,295,994Liabilities 2012: $16,050,486Net Assets 2012: $8,245,5082012Assets 2013: $24,773,811Liabilities 2013: $16,660,968Net Assets 2013: $8,112,8432013Assets 2014: $24,836,205Liabilities 2014: $16,326,055Net Assets 2014: $8,510,1502014Assets 2015: $25,237,145Liabilities 2015: $16,711,593Net Assets 2015: $8,525,5522015Assets 2016: $30,509,866Liabilities 2016: $22,114,862Net Assets 2016: $8,395,0042016Assets 2017: $33,318,608Liabilities 2017: $23,240,545Net Assets 2017: $10,078,0632017Assets 2018: $38,107,581Liabilities 2018: $25,970,211Net Assets 2018: $12,137,3702018Assets 2019: $34,413,390Liabilities 2019: $23,926,300Net Assets 2019: $10,487,0902019Assets 2020: $32,744,239Liabilities 2020: $23,480,283Net Assets 2020: $9,263,9562020Assets 2021: $32,628,531Liabilities 2021: $23,023,824Net Assets 2021: $9,604,7072021Assets 2022: $32,374,856Liabilities 2022: $22,800,320Net Assets 2022: $9,574,5362022Assets 2023: $30,450,392Liabilities 2023: $22,130,849Net Assets 2023: $8,319,5432023Assets 2024: $29,894,594Liabilities 2024: $22,674,319Net Assets 2024: $7,220,2752024

Highlighted filing

2015

Assets$25,237,145
Liabilities$16,711,593
Net Assets$8,525,552
Open 2015 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2011: $10,760,2852011Expenses 2012: $10,955,9692012Expenses 2013: $11,611,9902013Revenue 2014: $12,484,195Expenses 2014: $12,275,501Net Income 2014: $208,6942014Revenue 2015: $12,697,439Expenses 2015: $12,492,922Net Income 2015: $204,5172015Revenue 2016: $13,298,040Expenses 2016: $13,247,046Net Income 2016: $50,9942016Revenue 2017: $16,619,213Expenses 2017: $15,063,408Net Income 2017: $1,555,8052017Revenue 2018: $17,190,288Expenses 2018: $15,161,398Net Income 2018: $2,028,8902018Revenue 2019: $15,236,636Expenses 2019: $16,880,766Net Income 2019: -$1,644,1302019Revenue 2020: $15,134,565Expenses 2020: $16,387,037Net Income 2020: -$1,252,4722020Revenue 2021: $17,520,873Expenses 2021: $17,220,579Net Income 2021: $300,2942021Revenue 2022: $17,275,406Expenses 2022: $17,364,125Net Income 2022: -$88,7192022Revenue 2023: $17,065,655Expenses 2023: $18,415,112Net Income 2023: -$1,349,4572023Revenue 2024: $18,583,553Expenses 2024: $19,641,396Net Income 2024: -$1,057,8432024

Highlighted filing

2015

Revenue$12,697,439
Expenses$12,492,922
Net Income$204,517
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$17,202,612
Mission and Program Overview

Mission

St. David's is an independent school in the episcopal school tradition that prepares young men and women for college and life by challenging them to excel in the vital areas of faith, virtue and knowledge.

St. David's prepares young men and women for college and life by challenging them to excel in the vital areas of faith, virtue and knowledge.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$16,593,216$16,499,629▼ $93,587
Investments in Publicly Traded Securities$3,378,272$4,004,000▲ $625,728
Cash and Non-Interest-Bearing Accounts$3,035,657$3,732,220▲ $696,563
Pledges and Grants Receivable$1,349,584$867,089▼ $482,495
Investments Other Securities$185,571$0▼ $185,571
Prepaid Expenses and Deferred Charges$119,053$63,556▼ $55,497
Accounts Receivable$33,516$52,264▲ $18,748
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$24,836,205$25,237,145▲ $400,940
Other Assets Total$141,336$18,387▼ $122,949
Liabilities
Tax Exempt Bond Liabilities$10,800,000$10,939,514▲ $139,514
Deferred Revenue$4,677,759$5,392,615▲ $714,856
Mortgage Notes Payable Secured by Investment Property$681,302$0▼ $681,302
Accounts Payable and Accrued Expenses$166,994$379,464▲ $212,470
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$16,326,055$16,711,593▲ $385,538
Net Assets / Fund Balance
Unrestricted Net Assets$6,805,743$7,486,784▲ $681,041
Temporarily Rstr Net Assets$1,685,123$1,019,484▼ $665,639
Permanently Rstr Net Assets$19,284$19,284→ $0
Total Net Assets Fund Balance$8,510,150$8,525,552▲ $15,402
Total Liabilities and Net Assets / Fund Balance$24,836,205$25,237,145▲ $400,940

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,630,892$6,070,752$20,701,644
Land$1,470,793-$1,470,793
Equipment$253,564$823,191$1,076,755
Other Land Buildings$144,380$717,033$861,413

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$19,284---$19,284
2013$19,284---$19,284
2012$19,284---$19,284
2011$29,284--$10,000$19,284
2010$28,384$900--$29,284
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin J LockerbieHeadmasterFT$210,188$87,450$297,638
Miriam F LeshnockAsst Headmaster Finance/operFT$133,440$24,063$157,503

Board Members and Trustees

NameTitle
Joe Knott IiiChairman
Mike SmithVice-chairman
Cliff Benson IiiTrustee
Cliff Benson JrTrustee
Donna McclatcheyTrustee
Jule SmithTrustee
Neal CokerTrustee
Paul ConwayTrustee
Phil YorkTrustee
Tom EllisTrustee
Pamela BunnSecretary
Ven PooleTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
R And R Fields LLCField MaintenancePO BOX 17967, Raleigh, NC 27619$104,699
Revenue and Support

Revenue Composition

Contributions and Grants
$986,223
Program Service Revenue
$11,529,198
Investment Income
$64,877
Other Revenue
$117,141
All Other Contributions
$909,241
Change in Net Assets
$204,517

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table12$12,219Fair Market Value
Other Non Cash Contri Table15$8,064Fair Market Value
Other Non Cash Contri Table22$4,718Fair Market Value
Other Non Cash Contri Table2$3,567Fair Market Value
Works of Art22$3,360Fair Market Value
Other Non Cash Contri Table16$3,168Fair Market Value
Other Non Cash Contri Table13$3,010Fair Market Value
Other Non Cash Contri Table11$2,485Fair Market Value
Other Non Cash Contri Table4$2,248Fair Market Value
Other Non Cash Contri Table6$1,400Fair Market Value
Other Non Cash Contri Table1$1,197Fair Market Value
Other Non Cash Contri Table5$987Fair Market Value
Total Noncash Contributions129$46,423-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,205,262
Revenue Not Reported on Financial Statements
$492,177
Revenue Not Reported on Form 990
$-64,491
Other Revenue Adjustments
$469,490
Total Revenue per Audited Statements
$12,140,771
Total Revenue per Form 990
$12,697,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,727,876
Other Expenses$4,241,971
Grants and Similar Amounts Paid$523,075
Total Fundraising Expense$111,341
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,385,865$1,608,486$0$5,994,351
Depreciation Depletion$866,010$0$0$866,010
All Other Expenses$344,377$305,442-$649,819
Information Technology$633,663$0$0$633,663
Other Employee Benefits$378,797$161,604$0$540,401
Grants to Domestic Individuals$523,075--$523,075
Payroll Taxes$321,409$147,488$0$468,897
Current Officers, Directors, Trustees, and Key Employees$0$431,921$0$431,921
Office Expenses$126,165$177,788$21,747$325,700
Interest$0$315,887$0$315,887
Pension Plan Contributions$211,060$81,246$0$292,306
Occupancy$31,370$188,219$4,481$224,070
Fees for Services Other$147,956$53,972$0$201,928
Other Expenses$181,688$0$0$181,688
Insurance$0$106,799$0$106,799
Advertising--$85,113$85,113
Conferences and Meetings$26,036$26,036$0$52,072
Fees for Services Accounting$36,350$0$0$36,350
Fees for Service Investment Mgmnt Fees$0$22,688$0$22,688
Fees for Services Legal$11,548$0$0$11,548
Total Functional Expenses$8,372,881$4,008,700$111,341$12,492,922

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,492,922
Expenses per Audited Statements$12,000,745
Total Expenses per Audited Statements$12,000,745
Expenses Not Reported on Financial Statements$492,177
Other Expense Adjustments$469,490
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$90,887
Fundraising Gross Income$75,387
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Social$104,182$53,486$10,730$42,756
Online Auction$48,187$21,901$1,995$19,906
Total Events$152,369$75,387$90,887$-15,500
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWisconsin Public Finance Authority2014-09-19$18,750,000Finance capital construction

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$11,125,962$10,800,213$0$325,749

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Question 2

“Family & business relationships: board of trustees member cliff benson, jr. Is the father of board of trustees member cliff benson, iii.”

Form 990, Part VI, Section B, Question 11B

“FORM 990 REVIEW PROCESS: The Form 990 is reviewed and discussed by Jonathan Walston, Controller, and Miriam Leshnock, ASSISTANT HEADMASTER OF FINANCE AND OPERATIONS, who provides the signature on the form.”

Form 990, Part VI, Section B, Question 12C

“Monitoring conflicts of interest: the st. David's board discusses annual events that may cause a conflict of interest at the may board meeting when the next fiscal year budget is approved. The discussion is documented in the meeting minutes. The conflict of interest policy and reporting procedures are also published in the faculty and staff handbooks that are distributed to each employee at the beginning of the academic year.”

Form 990, Part VI, Section B, Question 15A

“Process for determining compensation: each year the personnel committee of the board solicits feedback on the headmaster's performance over the past year through a survey sent to faculty, staff, parents and board members. The committee takes the information obtained through the survey into consideration, along with comparable data for compensation information from similar organizations obtained by a member of the board, in setting the headmaster's salary for the next year. The school conducts comparability analyses of all positions prior to making job offers to key employees. The finance committee reviews and the board approves salary ranges for all new positions. St. David's is currently formalizing an employee evaluation process for both faculty and staff to better correlate performance with compensation. As part of this process, employee salaries are benchmarked versus comparability data and reviewed by the headmaster, chief financial officer, and finance committee chairperson of the board.”

Form 990, Part VI, Section C, Question 19

“Making documents available to the public: the organization's form 990 is available online at www.guidestar.org, where it is confirmed to be widely available. The organization's governing documents are available upon request for inspection at our primary business location during normal business hours. Copies of the above documents may also be provided, upon request, for a reasonable fee to defray copying and postage expense.”

Filing and Contact Details

Filer

Filer Name
ST DAVID'S SCHOOL
EIN
23-7241145
In Care Of
% MIRIAM LESHNOCK
Phone
9197823240
Address
3400 WHITE OAK ROAD, RALEIGH, NC 27609

Signing Officer

Name
Miriam Leshnock
Title
Asst Headmaster Finance/operations
Phone
9197823331
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin J Lockerbie
Formed
1972
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
210
Volunteers
280

Preparer

Firm
Batchelor Tillery & Roberts Llp
Address
3605 GLENWOOD AVENUE SUITE 350, RALEIGH, NC 27612
Preparer
Ronald A Batchelor
Phone
9197878212
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Other changes in net assets or fund balances: -$124,624 unrealized loss on cash flow hedge”

Financial Statement Notes

Schedule D, Part V, Line 4

“Intended uses of the organization's endowment funds: the jose cornejo soccer excellence endowment provides soccer scholarships to eligible students who qualify according to the endowment's criteria.”

Schedule D, Part XI, Line 4B

“Reconciliation of revenue: $523,075 financial aid included as a reduction of financial statement tuition received plus ($53,585) loss on sale of investment included as an expense on financial statements.”

Schedule D, Part XII, Line 4B

“Reconciliation of expenses: $523,075 financial aid included as a reduction of financial statement tuition received plus ($53,585) loss on sale of investment included as an expense on financial statements.”

Schedule D, Part X, Line 2

“Uncertain tax positions under fin 48 (asc 740): the school is exempt from income taxes under section 501(c)(3) of the internal revenue code and applicable state statutes, and accordingly, no income taxes have been provided for the school in the accompanying financial statements.”

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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,237,145
Liabilities
$16,711,593
Net assets
$8,525,552
Revenue
$12,697,439
Expenses
$12,492,922
Net income
$204,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$22.7$7.22$18.6$19.6$1.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.5$22.1$8.32$17.1$18.4$1.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$22.8$9.57$17.3$17.4$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.6$23.0$9.60$17.5$17.2$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$23.5$9.26$15.1$16.4$1.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.4$23.9$10.5$15.2$16.9$1.64
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.1$26.0$12.1$17.2$15.2$2.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$23.2$10.1$16.6$15.1$1.56
2016Detailed filing. Detailed filing data is available for this year.$30.5$22.1$8.40$13.3$13.2$0.05
2015Detailed filing. Detailed filing data is available for this year.$25.2$16.7$8.53$12.7$12.5$0.20
2014Detailed filing. Detailed filing data is available for this year.$24.8$16.3$8.51$12.5$12.3$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$16.7$8.11$11.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.3$16.1$8.25$11.0
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$17.1$8.05$10.8
Peer Organizations

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