Civic Intelligence

St David'S School

990 • Fiscal year 2019 • EIN 23-7241145

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 08, 2020

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

0.70x

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

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

1.57x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$306,197

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Asset Growth

3rd percentile

-9.7%

Faster asset growth than 3% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-11%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$34,413,390

Down $3,694,191 (-9.7%) from 2018

Net Assets

Down

$10,487,090

Down $1,650,280 (-14%) from 2018

Liabilities

Down

$23,926,300

Down $2,043,911 (-7.9%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin15th percentile

Revenue

Down

$15,236,636

Down $1,953,652 (-11%) from 2018

Expenses

Up

$16,880,766

Up $1,719,368 (+11%) from 2018

Net Income

Down

-$1,644,130

Down $3,673,020 (-181%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2019

Assets$34,413,390
Liabilities$23,926,300
Net Assets$10,487,090
Open 2019 Filing

Operations Trend

Revenue Growth18th 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

2019

Revenue$15,236,636
Expenses$16,880,766
Net Income-$1,644,130
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 8, 2020
Return Version
2018v3.2
Gross Receipts
$15,339,273
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.

Prepare students for college & life by challenging them to excel in faith, virtue & knowledge.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$29,627,951$30,335,722▲ $707,771
Pledges and Grants Receivable$3,448,550$2,787,678▼ $660,872
Cash and Non-Interest-Bearing Accounts$4,355,748$1,150,503▼ $3,205,245
Prepaid Expenses and Deferred Charges$80,256$103,290▲ $23,034
Accounts Receivable$590,466$36,197▼ $554,269
Investments in Publicly Traded Securities$4,610--
Total Assets$38,107,581$34,413,390▼ $3,694,191
Liabilities
Tax Exempt Bond Liabilities$17,977,293$17,556,604▼ $420,689
Deferred Revenue$5,136,641$5,938,716▲ $802,075
Mortgage Notes Payable Secured by Investment Property$1,800,000$0▼ $1,800,000
Accounts Payable and Accrued Expenses$921,083$243,282▼ $677,801
Other Liabilities$135,194$187,698▲ $52,504
Total Liabilities$25,970,211$23,926,300▼ $2,043,911
Net Assets / Fund Balance
Unrestricted Net Assets$8,084,092$7,551,857▼ $532,235
Temporarily Rstr Net Assets$4,053,278$2,935,233▼ $1,118,045
Total Net Assets Fund Balance$12,137,370$10,487,090▼ $1,650,280
Total Liabilities and Net Assets / Fund Balance$38,107,581$34,413,390▼ $3,694,191

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$27,965,755$9,506,745$37,472,500
Equipment$687,864$1,407,033$2,094,897
Land$1,470,793-$1,470,793
Other Land Buildings$211,310$781,054$992,364
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan YonanHeadmasterFT$244,440$61,903$306,343
Miriam F LeshnockAsst Headmaster Finance/opFT$180,804$47,301$228,105
Ryan MessmoreAsst Headmaster AcademicsFT$150,381$39,662$190,043

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
Ven PooleSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
R And R Fields LLCField MaintenancePO BOX 17967, Raleigh, NC 27619$201,359
Revenue and Support

Revenue Composition

Contributions and Grants
$2,850,971
Program Service Revenue
$12,392,856
Investment Income
$62
Other Revenue
$-7,253
All Other Contributions
$2,772,937
Change in Net Assets
$-1,644,130

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 Table1$750,000Fair Market Value
Other Non Cash Contri Table139$44,755Fair Market Value
Securities Publicly Traded1$14,918Fair Market Value
Other Non Cash Contri Table1$34Fair Market Value
Total Noncash Contributions142$809,707-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,568,592
Revenue Not Reported on Financial Statements
$668,044
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$662,190
Total Revenue per Audited Statements
$14,568,592
Total Revenue per Form 990
$15,236,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,771,199
Other Expenses$6,447,377
Grants and Similar Amounts Paid$662,190
Total Fundraising Expense$475,606
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,888,506$1,289,598$270,105$7,448,209
Depreciation Depletion$1,246,911$263,770$47,958$1,558,639
Current Officers, Directors, Trustees, and Key Employees$186,860$517,989-$704,849
Grants to Domestic Individuals$662,190--$662,190
Other Employee Benefits$502,190$135,303$24,350$661,843
Interest$476,423$107,925$18,324$602,672
All Other Expenses$481,012$89,240$6,079$576,331
Payroll Taxes$415,697$129,433$19,899$565,029
Information Technology$367,516$77,744$14,135$459,395
Pension Plan Contributions$305,455$70,707$15,107$391,269
Other Expenses$365,162$105,127$19,114$365,162
Occupancy$237,770$50,298$9,145$297,213
Office Expenses$145,335$57,410$4,998$207,743
Advertising$140,391$4,910$22,186$167,487
Insurance$97,658$20,658$3,756$122,072
Fees for Services Other-$90,893-$90,893
Fees for Services Accounting-$73,055-$73,055
Conferences and Meetings$47,900$13,597$450$61,947
Fees for Services Legal-$19,236-$19,236
Fees for Service Investment Mgmnt Fees-$5,854-$5,854
Total Functional Expenses$12,651,659$3,753,501$475,606$16,880,766

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,880,766
Expenses per Audited Statements$16,212,722
Total Expenses per Audited Statements$16,212,722
Expenses Not Reported on Financial Statements$668,044
Other Expense Adjustments$662,190
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$98,027
Fundraising Gross Income$63,255
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Social$141,289$63,255$60,882$2,373
Total Events$141,289$63,255$98,027$-34,772
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jule SmithTrustees-board MbrGrading/pavingNo$309,287
Ven PooleTrustees-board MbrTrash ServicesNo$19,149
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease$187,698

Bond Issues

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

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$18,750,000$18,424,189$915,000$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, Line 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, Line 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, Line 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, Line 15

“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, Line 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
Phone
9197823240
Address
3400 WHITE OAK ROAD, RALEIGH, NC 27609

Signing Officer

Name
Miriam Leshnock
Title
Assistant Headmaster
Phone
9197823240
Signed
2020-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Yonan
Formed
1972
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
219
Volunteers
300

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:

“Unrealized loss on cash flow hedge -6,150.”

Financial Statement Notes

PART X, LINE 2:

“Income taxes: 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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid included as a reduction of financial stmt tuition received 662,190.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid included as a reduction of financial stmt tuition received 662,190.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL CONWAY
IRS990/Form990PartVIISectionAGrp/PersonNm5TOM ELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm6DONNA MCCLATCHEY
IRS990/Form990PartVIISectionAGrp/PersonNm7VEN POOLE
IRS990/Form990PartVIISectionAGrp/PersonNm8JULE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm10PHIL YORK
IRS990/Form990PartVIISectionAGrp/PersonNm11MIRIAM F LESHNOCK
IRS990/Form990PartVIISectionAGrp/PersonNm12RYAN MESSMORE
IRS990/Form990PartVIISectionAGrp/PersonNm13JONATHAN YONAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11182647
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12156988
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13271784
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ASST HEADMASTER FINANCE/OP
IRS990/Form990PartVIISectionAGrp/TitleTxt12ASST HEADMASTER ACADEMICS
IRS990/Form990PartVIISectionAGrp/TitleTxt13HEADMASTER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt078034
IRS990/FundraisingDirectExpensesAmt098027
IRS990/FundraisingGrossIncomeAmt063255
IRS990/GainOrLossGrp/SecuritiesAmt0-277
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0662190
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0662190
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0662190
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04333
IRS990/GrossReceiptsAmt015339273
IRS990/GrossRentsGrp/RealAmt027519
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt014135
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt077744
IRS990/InformationTechnologyGrp/ProgramServicesAmt0367516
IRS990/InformationTechnologyGrp/TotalAmt0459395
IRS990/InsuranceGrp/FundraisingAmt03756
IRS990/InsuranceGrp/ManagementAndGeneralAmt020658
IRS990/InsuranceGrp/ProgramServicesAmt097658
IRS990/InsuranceGrp/TotalAmt0122072
IRS990/InterestGrp/FundraisingAmt018324
IRS990/InterestGrp/ManagementAndGeneralAmt0107925
IRS990/InterestGrp/ProgramServicesAmt0476423
IRS990/InterestGrp/TotalAmt0602672
IRS990/InvestmentIncomeGrp/ExclusionAmt0339
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0339
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04610
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt028
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011694832
IRS990/LandBldgEquipBasisNetGrp/BOYAmt029627951
IRS990/LandBldgEquipBasisNetGrp/EOYAmt030335722
IRS990/LandBldgEquipCostOrOtherBssAmt042030554
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04610
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ST. 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01800000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt012137370
IRS990/NetAssetsOrFundBalancesEOYAmt010487090
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-277
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-277
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-34772
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-34772
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt027519
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt027519
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0809707
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt09145
IRS990/OccupancyGrp/ManagementAndGeneralAmt050298
IRS990/OccupancyGrp/ProgramServicesAmt0237770
IRS990/OccupancyGrp/TotalAmt0297213
IRS990/OfficeExpensesGrp/FundraisingAmt04998
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt057410
IRS990/OfficeExpensesGrp/ProgramServicesAmt0145335
IRS990/OfficeExpensesGrp/TotalAmt0207743
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-6150
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt024350
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0135303
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0502190
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0661843
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2FOOD SERVICE
IRS990/OtherExpensesGrp/Desc3ATHLETIC EQUIPMENT, FEE
IRS990/OtherExpensesGrp/FundraisingAmt019114
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0630754
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1105127
IRS990/OtherExpensesGrp/ProgramServicesAmt0496966
IRS990/OtherExpensesGrp/ProgramServicesAmt1587717
IRS990/OtherExpensesGrp/ProgramServicesAmt2365162
IRS990/OtherExpensesGrp/TotalAmt0630754
IRS990/OtherExpensesGrp/TotalAmt1621207
IRS990/OtherExpensesGrp/TotalAmt2587717
IRS990/OtherExpensesGrp/TotalAmt3365162
IRS990/OtherLiabilitiesGrp/BOYAmt0135194
IRS990/OtherLiabilitiesGrp/EOYAmt0187698
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0270105
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01289598
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05888506
IRS990/OtherSalariesAndWagesGrp/TotalAmt07448209
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt019899
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0129433
IRS990/PayrollTaxesGrp/ProgramServicesAmt0415697
IRS990/PayrollTaxesGrp/TotalAmt0565029
IRS990/PensionPlanContributionsGrp/FundraisingAmt015107
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt070707
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0305455
IRS990/PensionPlanContributionsGrp/TotalAmt0391269
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03448550
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02787678
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt080256
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0103290
IRS990/PrincipalOfficerNm0JONATHAN YONAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc1ACADEMIC SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc2OTHER SCHOOL ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc3AFTER SCHOOL CARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011924215
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1220000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2211919
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt336722
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011924215
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1220000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2211919
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt336722
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04836062
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0601271
IRS990/PYInvestmentIncomeAmt0247779
IRS990/PYOtherExpensesAmt05324486
IRS990/PYOtherRevenueAmt0-12269
IRS990/PYProgramServiceRevenueAmt012118716
IRS990/PYRevenuesLessExpensesAmt02028890
IRS990/PYSalariesCompEmpBnftPaidAmt09235641
IRS990/PYTotalExpensesAmt015161398
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017190288
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1644130
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt027519
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012392856
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt027965755
IRS990ScheduleD/BuildingsGrp/DepreciationAmt09506745
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt037472500
IRS990ScheduleD/EquipmentGrp/BookValueAmt0687864
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01407033
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02094897
IRS990ScheduleD/ExpensesNotReportedAmt00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,413,390
Liabilities
$23,926,300
Net assets
$10,487,090
Revenue
$15,236,636
Expenses
$16,880,766
Net income
-$1,644,130
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
2019Detailed filing. Detailed filing data is available for this year.$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