Civic Intelligence

Saint Mary'S School

990 • Fiscal year 2017 • EIN 56-0532314

Jul 01, 2016 to Jun 30, 2017 • Filed on May 04, 2018

900 Hillsborough StreetRaleigh, NC 27603

(919) 424-4128

Siviq Scores

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

Liabilities / Assets

44th percentile

0.23x

Higher debt load relative to assets than 44% of similar nonprofits.

2017 filings • NTEE B • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.74x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • NTEE B • $50M-$100M nonprofits • Source year 2017

Net Margin

42nd percentile

1.9%

Higher net margin than 42% of similar nonprofits.

2017 filings • NTEE B • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

60th percentile

$413,517

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

48th percentile

3.5%

Faster asset growth than 48% of similar nonprofits.

2017 filings • NTEE B • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-1.2%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • NTEE B • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$52,945,219

Up $1,810,111 (+3.5%) from 2016

Net Assets

Up

$40,842,940

Up $918,099 (+2.3%) from 2016

Liabilities

Up

$12,102,279

Up $892,012 (+8.0%) from 2016

Revenue

Down

$16,287,833

Down $192,054 (-1.2%) from 2016

Expenses

Up

$15,984,734

Up $944,741 (+6.3%) from 2016

Net Income

Down

$303,099

Down $1,136,795 (-79%) from 2016

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $55,589,214Liabilities 2010: $19,777,835Net Assets 2010: $35,811,3792010Assets 2011: $55,948,375Liabilities 2011: $18,604,001Net Assets 2011: $37,344,3742011Assets 2012: $50,634,935Liabilities 2012: $15,313,455Net Assets 2012: $35,321,4802012Assets 2013: $49,814,634Liabilities 2013: $13,961,420Net Assets 2013: $35,853,2142013Assets 2014: $51,865,425Liabilities 2014: $13,095,981Net Assets 2014: $38,769,4442014Assets 2015: $50,885,317Liabilities 2015: $12,473,813Net Assets 2015: $38,411,5042015Assets 2016: $51,135,108Liabilities 2016: $11,210,267Net Assets 2016: $39,924,8412016Assets 2017: $52,945,219Liabilities 2017: $12,102,279Net Assets 2017: $40,842,9402017Assets 2018: $53,571,894Liabilities 2018: $11,508,461Net Assets 2018: $42,063,4332018Assets 2019: $61,841,366Liabilities 2019: $14,859,725Net Assets 2019: $46,981,6412019Assets 2020: $66,862,084Liabilities 2020: $15,035,468Net Assets 2020: $51,826,6162020Assets 2021: $74,590,364Liabilities 2021: $12,591,835Net Assets 2021: $61,998,5292021Assets 2022: $84,583,083Liabilities 2022: $9,835,657Net Assets 2022: $74,747,4262022Assets 2023: $90,279,167Liabilities 2023: $14,150,389Net Assets 2023: $76,128,7782023Assets 2024: $94,685,810Liabilities 2024: $14,426,346Net Assets 2024: $80,259,4642024

Highlighted filing

2017

Assets$52,945,219
Liabilities$12,102,279
Net Assets$40,842,940

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $11,892,5152010Expenses 2011: $12,083,6802011Expenses 2012: $12,070,4262012Expenses 2013: $12,460,2552013Revenue 2014: $14,902,139Expenses 2014: $13,141,594Net Income 2014: $1,760,5452014Revenue 2015: $13,871,856Expenses 2015: $14,314,502Net Income 2015: -$442,6462015Revenue 2016: $16,479,887Expenses 2016: $15,039,993Net Income 2016: $1,439,8942016Revenue 2017: $16,287,833Expenses 2017: $15,984,734Net Income 2017: $303,0992017Revenue 2018: $18,508,376Expenses 2018: $16,606,339Net Income 2018: $1,902,0372018Revenue 2019: $20,268,103Expenses 2019: $16,995,148Net Income 2019: $3,272,9552019Revenue 2020: $21,650,799Expenses 2020: $17,569,606Net Income 2020: $4,081,1932020Revenue 2021: $23,129,284Expenses 2021: $18,482,199Net Income 2021: $4,647,0852021Revenue 2022: $36,030,346Expenses 2022: $18,824,083Net Income 2022: $17,206,2632022Revenue 2023: $19,916,469Expenses 2023: $20,851,273Net Income 2023: -$934,8042023Revenue 2024: $23,316,668Expenses 2024: $21,339,010Net Income 2024: $1,977,6582024

Highlighted filing

2017

Revenue$16,287,833
Expenses$15,984,734
Net Income$303,099
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 4, 2018
Return Version
2016v3.0
Gross Receipts
$44,361,582
Mission and Program Overview

Mission

Saint Mary's School in Raleigh, North Carolina, is an independent, college-preparatory girls boarding and day school dedicated to academic excellence and personal achievement for grades 9 - 12.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$23,331,565$24,220,872▲ $889,307
Investments in Publicly Traded Securities$20,579,252$21,712,488▲ $1,133,236
Savings and Temporary Cash Investments$3,672,717$4,385,166▲ $712,449
Investments Other Securities$1,503,399$1,304,766▼ $198,633
Pledges and Grants Receivable$1,194,305$593,415▼ $600,890
Inventories for Sale or Use$241,462$251,082▲ $9,620
Accounts Receivable$56,108$157,605▲ $101,497
Prepaid Expenses and Deferred Charges$120,360$66,656▼ $53,704
Cash and Non-Interest-Bearing Accounts$1,420$1,420→ $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
Loans From Officers Directors$0$0→ $0
Total Assets$51,135,108$52,945,219▲ $1,810,111
Other Assets Total$434,520$251,749▼ $182,771
Liabilities
Tax Exempt Bond Liabilities$8,630,250$7,614,107▼ $1,016,143
Other Liabilities$918,464$2,257,911▲ $1,339,447
Accounts Payable and Accrued Expenses$1,262,479$1,114,098▼ $148,381
Mortgage Notes Payable Secured by Investment Property$96,000$766,150▲ $670,150
Deferred Revenue$303,074$350,013▲ $46,939
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$11,210,267$12,102,279▲ $892,012
Net Assets / Fund Balance
Permanently Rstr Net Assets$23,733,010$23,957,782▲ $224,772
Unrestricted Net Assets$9,967,601$12,392,327▲ $2,424,726
Temporarily Rstr Net Assets$6,224,230$4,492,831▼ $1,731,399
Total Net Assets Fund Balance$39,924,841$40,842,940▲ $918,099
Total Liabilities and Net Assets / Fund Balance$51,135,108$52,945,219▲ $1,810,111

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,267,169$11,517,202$31,784,371
Other Land Buildings$3,107,844$1,677,936$4,785,780
Equipment$628,383$1,120,456$1,748,839
Land$217,476-$217,476
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$21,303,825$2,093,840▼ $101,877$328,033$22,478,762
2015$19,655,407$2,181,852▼ $9,780$179,238$21,303,825
2014$20,299,302$174,972▲ $13,063$321,429$19,655,407
2013$18,590,322$257,417▲ $2,091,420$284,443$20,299,302
2012$16,816,451$611,137▲ $1,627,903$242,157$18,590,322
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monica GillespieHead of SchoolFT$278,393$135,124$413,517
Sarah H WoodsChief Financial OfficerFT$144,211$71,106$215,317
Julie RicciardiDirector of DevelopmentFT$140,175$13,387$153,562
Kim SladeDirector of AdmissionFT$108,158$12,449$120,607

Highest Paid Contractors

ContractorServicesLocationCompensation
Brock and Company IncFood Service257 Great Valley Parkway, Malvern, PA 19355$746,744
Williams Realty & Building CompanyConstruction & Building ContractorPO Box 18271, Raleigh, NC 27619$227,960
ThemeworksEvent Management1125 Capital Blvd, Raleigh, NC 27603$219,064
Lenovo Financial ServicesLease PC tablets25578 Network Place, Chicago, IL 60673$215,163
Metro ProductionsPublication Service6005 Chapel Hill Road, Raleigh, NC 27607$191,392
Revenue and Support

Revenue Composition

Contributions and Grants
$3,140,483
Program Service Revenue
$11,470,939
Investment Income
$1,849,645
Other Revenue
$-173,234
All Other Contributions
$2,893,337
Change in Net Assets
$303,099

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
Securities Publicly Traded45$159,202Fair Market Value (FMV)
Other Non Cash Contri Table10$53,169Donor valued
Other Non Cash Contri Table1$40,000Donor valued
Other Non Cash Contri Table1$22,054Donor valued
Other Non Cash Contri Table1$5,000Donor valued
Other Non Cash Contri Table1$2,500Donor valued
Works of Art1$2,100Donor Valued
Other Non Cash Contri Table2$1,579Face value
Collectibles2$1,250Donor Valued
Other Non Cash Contri Table22$330Face value
Books and Publications-$212Donor Valued
Other Non Cash Contri Table1$100Donor valued
Total Noncash Contributions87$287,496-

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,479,856
Revenue Not Reported on Financial Statements
$-192,023
Revenue Not Reported on Form 990
$-2,167,212
Other Revenue Adjustments
$-315,590
Total Revenue per Audited Statements
$14,312,644
Total Revenue per Form 990
$16,287,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,359,028
Other Expenses$6,227,059
Grants and Similar Amounts Paid$2,366,746
Total Fundraising Expense$1,008,715
Professional Fundraising Fees$31,901

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,412,881$1,559,868$410,378$5,383,127
Grants to Domestic Individuals$2,366,746--$2,366,746
Depreciation Depletion$966,652$107,406-$1,074,058
Current Officers, Directors, Trustees, and Key Employees$0$613,710$157,876$771,586
Fees for Services Other$322,552$304,397$0$626,949
Other Employee Benefits$394,193$144,760$48,137$587,090
Office Expenses$233,580$155,570$176,378$565,528
Occupancy$476,146$52,907$522$529,575
Payroll Taxes$250,446$127,421$39,587$417,454
Information Technology$355,897$34,951$10,145$400,993
Interest-$371,625-$371,625
Advertising$49,345$257,922$41,612$348,879
Pension Plan Contributions$159,518$31,533$8,720$199,771
Travel$151,518$11,702$17,278$180,498
All Other Expenses$9,183$80,726$60,741$150,650
Fees for Service Investment Mgmnt Fees-$123,567-$123,567
Conferences and Meetings$78,481$27,385$5,440$111,306
Other Expenses$38$73,405$0$73,443
Fees for Services Accounting$35,370$36,055-$71,425
Fees for Services Professional Fundraising--$31,901$31,901
Fees for Services Legal$7,674$11,511$0$19,185
Total Functional Expenses$10,400,466$4,575,553$1,008,715$15,984,734

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,984,734
Expenses per Audited Statements$15,734,730
Total Expenses per Audited Statements$13,683,574
Expenses Not Reported on Financial Statements$250,004
Other Expense Adjustments$126,437
Expenses Not Reported on Form 990$-2,051,156
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$315,590
Fundraising Gross Income$142,356
Professional Fundraising Fees$31,901
Gaming Direct Expenses$0
Gaming Gross Income$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
175th Gala$389,502$142,356$113,357$28,999
Total Events$389,502$142,356$315,590$-173,234
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

Other Reported Liabilities

LiabilityAmount
Student Prepaid Tuition$2,193,161
Student Service Deposits$55,800
Residential Fees & Deposits$8,950

Bond Issues

BondIssuerIssuedIssue PricePurpose
ANC Capital Facilities Finance Agency2006-09-20$18,000,000Constructions, renovation & equipping of Smedes Hall Dormitory and student center; infrastructure; n

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$18,928,988$0$10,302,750$144,846

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
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 B, Line 11B

The Completed Form 990 was provided to the Board of Trustees for their review and approval in April 2018.

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

Members of the Board of Trustees annually sign a Conflict of Interest Policy document and discuss conflicts of interest throughout the year as circumstances change.

Form 990, Part VI, Section B, Line 15

The process for determining compensation involves compilation of benchmark data and review of the impact on the financial budget which results in recommendations presented to the Board of Trustees for their approval.

Form 990, Part VI, Section C, Line 19

The School provides its governing documents, conflict of interest policy, and financial statements to the public upon request. The list of the Board of Trustees is available to the public on the School's website.

Filing and Contact Details

Filer

Filer Name
Saint Marys School
EIN
56-0532314
Phone
9194244128
Address
900 Hillsborough Street, Raleigh, NC 27603

Signing Officer

Name
Brendan OShea
Title
Head of School
Phone
9194244123
Signed
2018-05-04

Organization Details

Principal Officer
Brendan O'Shea
Formed
1897
Legal Domicile
Nc
Voting Board Members
26
Independent Board Members
26
Employees
228
Volunteers
400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Unrealized gain on Cash Flow Hedge of $289,029 and officer housing benefits of $126,437

Financial Statement Notes

Schedule D, Part V, Line 4

Endowed funds may be restricted to a purpose designated by the donor(s) that is consistent with the School's mission, goals, and programs, subject to the approval by the Board of Trustees. When the donor(s) does not restrict the use of a named fund, the Head of School and the Board Chair have discretion in allocating these funds. Uses of funds include: financial aid, building maintenance, faculty development, and student support services.

Schedule D, Part XI, Line 2D

Scholarships and financial aid decreased revenue by $2,366,746

Schedule D, Part XI, Line 4B

Fundraising event expenses decreasing Form 990 revenue of $315,590

Schedule D, Part XII, Line 2D

Scholarships and Financial aid decreased revenue by $2,366,746 and Fundraising event expenses decrease revenue by $315,590

Schedule D, Part XII, Line 4B

Officer housing and utility benefit of $126,441

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IRS990/FeesForServicesOtherGrp/TotalAmt0626949
IRS990/FeesForServicesProfFundraising/FundraisingAmt031901
IRS990/FeesForServicesProfFundraising/TotalAmt031901
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0123567
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0123567
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt230
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt260
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt280
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt290
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.71
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.94
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.94
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.13
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.13
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.94
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.94
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.13
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.13
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.94
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.94
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.94
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.13
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt250.94
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2740
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2840
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2940
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt26106289
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2770744
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2813303
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2912449
IRS990/Form990PartVIISectionAGrp/PersonNm0Theodore D Bratton
IRS990/Form990PartVIISectionAGrp/PersonNm1Gloria Taft Becker
IRS990/Form990PartVIISectionAGrp/PersonNm2William C Monk Jr
IRS990/Form990PartVIISectionAGrp/PersonNm3Martin H Brinkley
IRS990/Form990PartVIISectionAGrp/PersonNm4Anna Neal Blanchard
IRS990/Form990PartVIISectionAGrp/PersonNm5Martin M Boney
IRS990/Form990PartVIISectionAGrp/PersonNm6Barbara Eagleson Cain
IRS990/Form990PartVIISectionAGrp/PersonNm7Caren Threshie Camp
IRS990/Form990PartVIISectionAGrp/PersonNm8Eric W Evans
IRS990/Form990PartVIISectionAGrp/PersonNm9Carter Warren Franke
IRS990/Form990PartVIISectionAGrp/PersonNm10Sallie Harris Glover
IRS990/Form990PartVIISectionAGrp/PersonNm11R Gordon Grubb
IRS990/Form990PartVIISectionAGrp/PersonNm12Hubert B Haywood
IRS990/Form990PartVIISectionAGrp/PersonNm13Mary Dana Hinton
IRS990/Form990PartVIISectionAGrp/PersonNm14Kenneth B Howard
IRS990/Form990PartVIISectionAGrp/PersonNm15Lynn Cowell Ives
IRS990/Form990PartVIISectionAGrp/PersonNm16Burns Jones
IRS990/Form990PartVIISectionAGrp/PersonNm17Stephen Later
IRS990/Form990PartVIISectionAGrp/PersonNm18Scott Mahoney
IRS990/Form990PartVIISectionAGrp/PersonNm19Elizabeth Pitts
IRS990/Form990PartVIISectionAGrp/PersonNm20Sallie Shuping Russell
IRS990/Form990PartVIISectionAGrp/PersonNm21F Jefferson Stocks
IRS990/Form990PartVIISectionAGrp/PersonNm22Gray Clark Stoughton
IRS990/Form990PartVIISectionAGrp/PersonNm23Jeff Szyperski
IRS990/Form990PartVIISectionAGrp/PersonNm24Nancy Kerr Thomason
IRS990/Form990PartVIISectionAGrp/PersonNm25Margaret Longley White
IRS990/Form990PartVIISectionAGrp/PersonNm26Monica Gillespie
IRS990/Form990PartVIISectionAGrp/PersonNm27Sarah H Woods
IRS990/Form990PartVIISectionAGrp/PersonNm28Julie Ricciardi
IRS990/Form990PartVIISectionAGrp/PersonNm29Kim Slade
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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26307228
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27144572
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28140259
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29108158
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt21Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt22Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt23Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt24Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt25Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt26Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt27Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt28Director of Development
IRS990/Form990PartVIISectionAGrp/TitleTxt29Director of Admission
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01897
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0247146
IRS990/FundraisingDirectExpensesAmt0315590
IRS990/FundraisingGrossIncomeAmt0142356
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt01225888
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.7$14.4$80.3$23.3$21.3$1.98
2023Summary only. Only limited summary data is available for this year.$90.3$14.2$76.1$19.9$20.9$0.93
2022Summary only. Only limited summary data is available for this year.$84.6$9.84$74.7$36.0$18.8$17.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.6$12.6$62.0$23.1$18.5$4.65
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.9$15.0$51.8$21.7$17.6$4.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.8$14.9$47.0$20.3$17.0$3.27
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.6$11.5$42.1$18.5$16.6$1.90
2017Detailed filing. Detailed filing data is available for this year.$52.9$12.1$40.8$16.3$16.0$0.30
2016Detailed filing. Detailed filing data is available for this year.$51.1$11.2$39.9$16.5$15.0$1.44
2015Detailed filing. Detailed filing data is available for this year.$50.9$12.5$38.4$13.9$14.3$0.44
2014Detailed filing. Detailed filing data is available for this year.$51.9$13.1$38.8$14.9$13.1$1.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.8$14.0$35.9$12.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.6$15.3$35.3$12.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.9$18.6$37.3$12.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.6$19.8$35.8$11.9