Civic Intelligence

St David'S School

990 • Fiscal year 2021 • EIN 23-7241145

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

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

78th percentile

0.71x

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

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

1.31x

Higher debt load relative to revenue than 74% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Net Margin

31st percentile

1.7%

Higher net margin than 31% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

70th percentile

$304,760

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Asset Growth

23rd percentile

-0.4%

Faster asset growth than 23% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

16%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$32,628,531

Down $115,708 (-0.4%) from 2020

Net Assets

Up

$9,604,707

Up $340,751 (+3.7%) from 2020

Liabilities

Down

$23,023,824

Down $456,459 (-1.9%) from 2020

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin31st percentile

Revenue

Up

$17,520,873

Up $2,386,308 (+16%) from 2020

Expenses

Up

$17,220,579

Up $833,542 (+5.1%) from 2020

Net Income

Up

$300,294

Up $1,552,766 (+124%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2021

Assets$32,628,531
Liabilities$23,023,824
Net Assets$9,604,707
Open 2021 Filing

Operations Trend

Revenue Growth53rd 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

2021

Revenue$17,520,873
Expenses$17,220,579
Net Income$300,294
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$17,598,887
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$28,922,191$27,716,053▼ $1,206,138
Cash and Non-Interest-Bearing Accounts$2,544,603$3,820,325▲ $1,275,722
Pledges and Grants Receivable$1,152,175$566,116▼ $586,059
Accounts Receivable$39,150$322,302▲ $283,152
Prepaid Expenses and Deferred Charges$86,120$77,933▼ $8,187
Total Assets$32,744,239$32,628,531▼ $115,708
Other Assets Total-$125,802-
Liabilities
Tax Exempt Bond Liabilities$17,090,423$16,593,124▼ $497,299
Deferred Revenue$4,193,580$6,173,121▲ $1,979,541
Accounts Payable and Accrued Expenses$258,233$173,654▼ $84,579
Other Liabilities$1,938,047$83,925▼ $1,854,122
Total Liabilities$23,480,283$23,023,824▼ $456,459
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,115,490$6,904,809▼ $210,681
Net Assets With Donor Restrictions$2,148,466$2,699,898▲ $551,432
Total Net Assets Fund Balance$9,263,956$9,604,707▲ $340,751
Total Liabilities and Net Assets / Fund Balance$32,744,239$32,628,531▼ $115,708

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$25,541,475$11,941,357$37,482,832
Equipment$448,483$1,706,776$2,155,259
Land$1,470,793-$1,470,793
Other Land Buildings$255,302$942,762$1,198,064
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan YonanHeadmasterFT$262,878$41,882$304,760
Miriam F LeshnockAsst Headmaster Finance/opFT$192,560$42,178$234,738
Ryan MessmoreAsst Headmaster AcademicsFT$169,823$31,242$201,065
Matthew HillegassHead of SchoolFT$120,079$74,370$194,449
Mary a RaperDirector of AdvancementFT$131,627$15,017$146,644

Board Members and Trustees

NameTitle
Joe Knott IiiChairman
Mike SmithVice-chairman
Anne FletcherTrustee
Cliff Benson IiiTrustee
Donna McclatcheyTrustee
John LuckettTrustee
Jule SmithTrustee
Neal CokerTrustee
Paul ConwayTrustee
Phil YorkTrustee
Ven PooleSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
R And R Fields LLCField MaintenancePO BOX 17967, Raleigh, NC 27619$169,310
Revenue and Support

Revenue Composition

Contributions and Grants
$4,313,764
Program Service Revenue
$13,254,257
Investment Income
$533
Other Revenue
$-47,681
All Other Contributions
$2,263,134
Change in Net Assets
$300,294

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 Table146$72,106Fair Market Value
Other Non Cash Contri Table3$8,357Fair Market Value
Total Noncash Contributions149$80,463-

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,497,948
Revenue Not Reported on Financial Statements
$1,022,925
Revenue Not Reported on Form 990
$40,457
Other Revenue Adjustments
$1,022,925
Total Revenue per Audited Statements
$16,538,405
Total Revenue per Form 990
$17,520,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,431,053
Other Expenses$5,766,601
Grants and Similar Amounts Paid$1,022,925
Total Fundraising Expense$588,284
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,488,328$1,901,433$288,751$7,678,512
Depreciation Depletion$1,116,919$244,033$46,929$1,407,881
Current Officers, Directors, Trustees, and Key Employees$789,413$295,995$44,950$1,130,358
Grants to Domestic Individuals$1,022,925--$1,022,925
Information Technology$676,795$147,871$28,437$853,103
Other Employee Benefits$428,460$160,653$24,397$613,510
Payroll Taxes$423,016$158,612$24,086$605,714
All Other Expenses$260,793$295,134$16,930$572,857
Pension Plan Contributions$281,416$105,519$16,024$402,959
Interest$253,785$73,693$10,663$338,141
Occupancy$202,390$44,220$8,504$255,114
Advertising$127,016$15,825$47,528$190,369
Other Expenses$175,871$139,201$26,769$175,871
Insurance$70,157$15,328$2,948$88,433
Fees for Services Accounting-$52,500-$52,500
Fees for Services Other-$45,486-$45,486
Office Expenses$23,044$18,777$1,221$43,042
Conferences and Meetings$15,207$2,149$147$17,503
Fees for Services Legal-$14,805-$14,805
Fees for Service Investment Mgmnt Fees-$14,132-$14,132
Total Functional Expenses$12,886,929$3,745,366$588,284$17,220,579

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,220,579
Expenses per Audited Statements$16,197,654
Total Expenses per Audited Statements$16,197,654
Expenses Not Reported on Financial Statements$1,022,925
Other Expense Adjustments$1,022,925
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$78,014
Fundraising Gross Income$28,468
Professional Fundraising Fees$0
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
Ven PooleTrustees-board MbrTrash ServicesNo$23,933
Emily NelsonDirector of MarketingVideo ProductionNo$3,592
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease$83,925

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$1,895,000$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 35% controlled entity
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 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
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Hillegass
Formed
1972
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
211
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 gain/(loss) on cash flow hedge 40,457.”

Form 990, Part XII, Line 2C

“The audit committee assumes responsibility for oversight of the audit.”

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 2D - OTHER ADJUSTMENTS:

“Unrealized gain on interest rate swap 40,457.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid included as a reduction of financial stmt tuition received 1,022,925.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid included as a reduction of financial stmt tuition received 1,022,925.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1229507
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1336156
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1422834
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1515017
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IRS990/Form990PartVIISectionAGrp/PersonNm4ANNE FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN LUCKETT
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/PersonNm14MATTHEW HILLEGASS
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY A RAPER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11194391
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12171558
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13268604
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14171615
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15131627
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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/Form990PartVIISectionAGrp/TitleTxt14HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF ADVANCEMENT
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IRS990/FormationYr01972
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt07993
IRS990/FundraisingDirectExpensesAmt078014
IRS990/FundraisingGrossIncomeAmt028468
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt02042637
IRS990/GrantAmt01022925
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01022925
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01022925
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt017598887
IRS990/GrossRentsGrp/RealAmt01865
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt028437
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0147871
IRS990/InformationTechnologyGrp/ProgramServicesAmt0676795
IRS990/InformationTechnologyGrp/TotalAmt0853103
IRS990/InsuranceGrp/FundraisingAmt02948
IRS990/InsuranceGrp/ManagementAndGeneralAmt015328
IRS990/InsuranceGrp/ProgramServicesAmt070157
IRS990/InsuranceGrp/TotalAmt088433
IRS990/InterestGrp/FundraisingAmt010663
IRS990/InterestGrp/ManagementAndGeneralAmt073693
IRS990/InterestGrp/ProgramServicesAmt0253785
IRS990/InterestGrp/TotalAmt0338141
IRS990/InvestmentIncomeGrp/ExclusionAmt0533
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0533
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014590895
IRS990/LandBldgEquipBasisNetGrp/BOYAmt028922191
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027716053
IRS990/LandBldgEquipCostOrOtherBssAmt042306948
IRS990/LegalDomicileStateCd0NC
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/NetAssetsOrFundBalancesBOYAmt09263956
IRS990/NetAssetsOrFundBalancesEOYAmt09604707
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-49546
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-49546
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt01865
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01865
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07115490
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06904809
IRS990/NoncashContributionsAmt080463
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt08504
IRS990/OccupancyGrp/ManagementAndGeneralAmt044220
IRS990/OccupancyGrp/ProgramServicesAmt0202390
IRS990/OccupancyGrp/TotalAmt0255114
IRS990/OfficeExpensesGrp/FundraisingAmt01221
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018777
IRS990/OfficeExpensesGrp/ProgramServicesAmt023044
IRS990/OfficeExpensesGrp/TotalAmt043042
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0125802
IRS990/OtherChangesInNetAssetsAmt040457
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt024397
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0160653
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0428460
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0613510
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1FOOD SERVICE
IRS990/OtherExpensesGrp/Desc2ATHLETIC EQUIPMENT, FEE
IRS990/OtherExpensesGrp/Desc3INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/FundraisingAmt026769
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0139201
IRS990/OtherExpensesGrp/ProgramServicesAmt0637114
IRS990/OtherExpensesGrp/ProgramServicesAmt1622741
IRS990/OtherExpensesGrp/ProgramServicesAmt2271539
IRS990/OtherExpensesGrp/ProgramServicesAmt3175871
IRS990/OtherExpensesGrp/TotalAmt0803084
IRS990/OtherExpensesGrp/TotalAmt1622741
IRS990/OtherExpensesGrp/TotalAmt2271539
IRS990/OtherExpensesGrp/TotalAmt3175871
IRS990/OtherLiabilitiesGrp/BOYAmt01938047
IRS990/OtherLiabilitiesGrp/EOYAmt083925
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0288751
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01901433
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05488328
IRS990/OtherSalariesAndWagesGrp/TotalAmt07678512
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt024086
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0158612
IRS990/PayrollTaxesGrp/ProgramServicesAmt0423016
IRS990/PayrollTaxesGrp/TotalAmt0605714
IRS990/PensionPlanContributionsGrp/FundraisingAmt016024
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0105519
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0281416
IRS990/PensionPlanContributionsGrp/TotalAmt0402959
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01152175
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0566116
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt086120
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt077933
IRS990/PrincipalOfficerNm0MATT HILLEGASS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & REGISTRATION
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IRS990/ProgramServiceRevenueGrp/Desc2ACADEMIC SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc3OTHER SCHOOL ACTIVITIES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1230579
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2197600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt329900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012796178
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1230579
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2197600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt329900
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02062435
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0842845
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt05977342
IRS990/PYOtherRevenueAmt032054
IRS990/PYProgramServiceRevenueAmt013040076
IRS990/PYRevenuesLessExpensesAmt0-1252472
IRS990/PYSalariesCompEmpBnftPaidAmt09566850
IRS990/PYTotalExpensesAmt016387037
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015134565
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0300294
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt01865
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013254257
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,628,531
Liabilities
$23,023,824
Net assets
$9,604,707
Revenue
$17,520,873
Expenses
$17,220,579
Net income
$300,294
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
2021Detailed filing. Detailed filing data is available for this year.$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