Civic Intelligence

St Anne'S Episcopal School Inc

990 • Fiscal year 2017 • EIN 84-6049400

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 27, 2017

Organization Profilewww.st-annes.org

View Organization Page

2701 S York StDenver, CO 80210-6098

(303) 756-9481

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.04x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

27th percentile

0.13x

Higher debt load relative to revenue than 27% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$369,305

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

65th percentile

8.8%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$38,151,106

Up $3,088,020 (+8.8%) from 2016

Net Assets

Up

$36,494,711

Up $3,200,508 (+9.6%) from 2016

Liabilities

Down

$1,656,395

Down $112,488 (-6.4%) from 2016

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin73rd percentile

Revenue

Up

$13,106,023

Up $1,817,464 (+16%) from 2016

Expenses

Up

$11,329,642

Up $434,779 (+4.0%) from 2016

Net Income

Up

$1,776,381

Up $1,382,685 (+351%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$60M$40M$20M$0Assets 2011: $26,836,529Liabilities 2011: $1,481,155Net Assets 2011: $25,355,3742011Assets 2012: $27,747,197Liabilities 2012: $2,217,146Net Assets 2012: $25,530,0512012Assets 2013: $32,353,672Liabilities 2013: $2,110,500Net Assets 2013: $30,243,1722013Assets 2014: $36,843,383Liabilities 2014: $3,081,644Net Assets 2014: $33,761,7392014Assets 2015: $35,315,191Liabilities 2015: $2,106,086Net Assets 2015: $33,209,1052015Assets 2016: $35,063,086Liabilities 2016: $1,768,883Net Assets 2016: $33,294,2032016Assets 2017: $38,151,106Liabilities 2017: $1,656,395Net Assets 2017: $36,494,7112017Assets 2018: $42,242,117Liabilities 2018: $1,641,004Net Assets 2018: $40,601,1132018Assets 2019: $44,019,671Liabilities 2019: $2,218,834Net Assets 2019: $41,800,8372019Assets 2020: $43,827,835Liabilities 2020: $1,892,966Net Assets 2020: $41,934,8692020Assets 2021: $51,412,613Liabilities 2021: $2,035,603Net Assets 2021: $49,377,0102021Assets 2022: $46,260,720Liabilities 2022: $2,247,868Net Assets 2022: $44,012,8522022Assets 2023: $48,650,000Liabilities 2023: $2,383,384Net Assets 2023: $46,266,6162023Assets 2024: $57,365,886Liabilities 2024: $2,258,247Net Assets 2024: $55,107,6392024

Highlighted filing

2017

Assets$38,151,106
Liabilities$1,656,395
Net Assets$36,494,711
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $9,691,885Expenses 2011: $7,097,041Net Income 2011: $2,594,8442011Revenue 2012: $9,902,874Expenses 2012: $8,855,514Net Income 2012: $1,047,3602012Expenses 2013: $9,217,4632013Revenue 2014: $11,314,707Expenses 2014: $9,575,498Net Income 2014: $1,739,2092014Revenue 2015: $10,541,004Expenses 2015: $10,429,508Net Income 2015: $111,4962015Revenue 2016: $11,288,559Expenses 2016: $10,894,863Net Income 2016: $393,6962016Revenue 2017: $13,106,023Expenses 2017: $11,329,642Net Income 2017: $1,776,3812017Revenue 2018: $15,734,518Expenses 2018: $11,821,229Net Income 2018: $3,913,2892018Revenue 2019: $12,887,803Expenses 2019: $12,371,610Net Income 2019: $516,1932019Revenue 2020: $12,855,830Expenses 2020: $12,480,965Net Income 2020: $374,8652020Revenue 2021: $18,099,738Expenses 2021: $13,002,339Net Income 2021: $5,097,3992021Revenue 2022: $15,462,450Expenses 2022: $13,399,814Net Income 2022: $2,062,6362022Revenue 2023: $14,021,959Expenses 2023: $14,533,231Net Income 2023: -$511,2722023Revenue 2024: $17,582,211Expenses 2024: $15,837,960Net Income 2024: $1,744,2512024

Highlighted filing

2017

Revenue$13,106,023
Expenses$11,329,642
Net Income$1,776,381
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$13,330,242
Mission and Program Overview

Mission

See Schedule O.St. Anne's Episcopal School is an independent school from preschool through grade 8. The School is committed to the heritage and environment created by its founding sisters. The school strives to 1) guide each child toward the development of his or her own moral, intellectual, creative and physical capacity while fostering a shared purpose of social responsibility and involvement; 2) instill a genuine love of learning while providing a broad challenging and stimulating education, promoting self-reliance, and establishing a supportive and nurturing learning experience for students of varied talents and abilities; 3) maintain a strong, inclusive family atmosphere committed to Judeo-Christian values while honoring the socio-economic, ethnic, and religious diversity within the school community.

See description for Part III, Line 1 on Schedule O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,037,777$21,243,878▲ $1,206,101
Land, Buildings, and Equipment, Net$12,460,418$12,221,234▼ $239,184
Savings and Temporary Cash Investments$1,743,185$3,475,211▲ $1,732,026
Pledges and Grants Receivable$311,448$677,884▲ $366,436
Prepaid Expenses and Deferred Charges$146,363$188,556▲ $42,193
Investments Other Securities$72,869$48,988▼ $23,881
Accounts Receivable$71,026$30,355▼ $40,671
Total Assets$35,063,086$38,151,106▲ $3,088,020
Other Assets Total$220,000$265,000▲ $45,000
Liabilities
Accounts Payable and Accrued Expenses$712,382$862,793▲ $150,411
Deferred Revenue$538,784$491,561▼ $47,223
Other Liabilities$220,000$265,000▲ $45,000
Mortgage Notes Payable Secured by Investment Property$297,717$37,041▼ $260,676
Total Liabilities$1,768,883$1,656,395▼ $112,488
Net Assets / Fund Balance
Unrestricted Net Assets$31,432,583$33,043,260▲ $1,610,677
Temporarily Rstr Net Assets$274,386$1,817,085▲ $1,542,699
Permanently Rstr Net Assets$1,587,234$1,634,366▲ $47,132
Total Net Assets Fund Balance$33,294,203$36,494,711▲ $3,200,508
Total Liabilities and Net Assets / Fund Balance$35,063,086$38,151,106▲ $3,088,020

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,554,872$7,116,393$18,671,265
Equipment$456,366$1,346,644$1,803,010
Land$170,750-$170,750
Other Land Buildings$39,246-$39,246

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$18,596,615$1,419,793▲ $1,979,944$1,407,477$20,588,875
2015$19,028,205$1,016,965▲ $140,191$1,588,746$18,596,615
2014$19,629,340$617,310▲ $57,810$1,276,255$19,028,205
2013$17,205,765$952,712▲ $2,502,746$1,031,883$19,629,340
2012$15,968,536$513,746▲ $1,511,202$787,719$17,205,765
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan SmileyHead of SchoolFT$285,257$84,048$369,305
Judy PersingBusiness ManagerFT$157,955$21,956$179,911
Deena TarletonHead of Lower SchoolFT$109,794$16,430$126,224

Board Members and Trustees

NameTitle
Luke SimpsonPresident
Barry DanielsenTrustee
Brian WilkinsonTrustee
Buzz TaplinTrustee
Ed CalliganTrustee
Emily StrongTrustee
Holly BarowayTrustee
Jane TollTrustee
Kristin WileyTrustee
Liz WalkerTrustee
Michele BergnerTrustee
Mike McGawnTrustee
Sarah MengsholTrustee
Scott LichtenbergerTrustee
Tom KaesemeyerTrustee
Vatsala PathyTrustee
Keith OxenreiderSecretary
John BirkelandTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sodexo America LLCCatering of school lunches and events10150 Stone Ridge Terrace, Parker, CO 80134$663,298
Beaver Builders LLCConstruction services2665 S Santa Fe Drive 5J, Denver, CO 80223$106,165
Revenue and Support

Revenue Composition

Contributions and Grants
$3,033,216
Program Service Revenue
$9,300,723
Investment Income
$742,464
Other Revenue
$29,620
All Other Contributions
$2,935,987
Change in Net Assets
$1,776,381

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded17$82,930Sale price
Total Noncash Contributions17$82,930-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,051,558
Revenue Not Reported on Financial Statements
$54,465
Revenue Not Reported on Form 990
$253,839
Total Revenue per Audited Statements
$13,305,397
Total Revenue per Form 990
$13,106,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,154,037
Other Expenses$3,005,317
Grants and Similar Amounts Paid$1,170,288
Total Fundraising Expense$357,134
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,330,392$643,887$204,276$5,178,555
Grants to Domestic Individuals$1,170,288--$1,170,288
Depreciation Depletion$733,556$114,798$6,049$854,403
Other Employee Benefits$496,102$90,322$22,959$609,383
Occupancy$494,391$77,369$4,077$575,837
Current Officers, Directors, Trustees, and Key Employees$192,374$373,448-$565,822
Payroll Taxes$349,275$74,127$15,929$439,331
Pension Plan Contributions$319,435$25,306$16,205$360,946
Office Expenses$57,082$63,339$2,603$123,024
Advertising-$58,723$64,141$122,864
Information Technology$44,367$9,416$2,023$55,806
Fees for Service Investment Mgmnt Fees-$54,465-$54,465
Fees for Services Other-$47,797-$47,797
Other Expenses$2,091$27,985$24,610$26,701
Fees for Services Legal-$21,702-$21,702
All Other Expenses$16,419$-14,536$-11,751$-9,868
Total Functional Expenses$9,304,360$1,668,148$357,134$11,329,642

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,329,642
Expenses per Audited Statements$10,104,889
Total Expenses per Audited Statements$10,104,889
Expenses Not Reported on Financial Statements$1,224,753
Other Expense Adjustments$1,170,288
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$58,064
Fundraising Gross Income$58,064
Gaming Gross Income$13,910
Gaming Direct Expenses$1,525
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
8th Grade Fundraisers$93,481$34,522$34,522$0
Total Events$155,293$58,064$58,064$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred compensation$265,000
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 990 is reviewed by the ad hoc compensation committee composed of the Board President and Chair of the Finance Committee before it is finalized. This information is then reported to the Board of Trustees.”

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

“Trustees, faculty and staff review the appropriate Conflict of Interest Policy annually and complete a Conflict of Interest Disclosure Statement. Potential conflicts are required to be reported to an officer of the Board as they occur. Matters requiring discussion are brought to the full board for resolution.”

Form 990, Part VI, Section B, line 15

“Salary for the Head of School is determined by an ad hoc compensation committee composed of the Board President and Chair of the Finance Committee. This committee reviews data gathered by the Business Manager comparing Head of School salaries within ACIS and NAIS. They set the salary and the Head of School is given a contract that is revised every three to four years. This committee also prepares an annual evaluation of the Head of School. When a member of senior management is hired, the salary is set by the Business Manager and the Head of School based on salary data from ACIS and NAIS. These salaries are reviewed tri-annually. If the position being hired is the business manager, the Chair of the Finance Committee and the Board President play a role in the hiring process.”

Form 990, Part VI, Section C, line 19

“The governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
St Anne's Episcopal School Inc
EIN
84-6049400
Phone
3037569481
Address
2701 S York St, Denver, CO 80210-6098

Signing Officer

Name
Judy Persing
Title
Business Manager
Phone
3037569481
Signed
2017-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Smiley
Formed
1967
Legal Domicile
Co
Voting Board Members
18
Independent Board Members
18
Employees
119
Volunteers
150

Preparer

Firm
Kundinger Corder & Engle PC
Address
475 Lincoln St Ste 200, Denver, CO 80203
Preparer
Laurie Anderson
Phone
3035345953
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The Board of Trustees assumes responsibility for the oversight of the audit. The independent auditors are recommended to the Board of Trustees by the School's finance committee. The independent auditors meet with both the Board and the finance committee at least once annually to review the audit process and results. There has been no change to these procedures since the prior year.”

Financial Statement Notes

Part V, Line 4:

“The Investment Committee of the School has established a spending policy for an annual distribution from the endowment fund to the operating fund of the School. These funds are designated for financial aid to students, professional development for faculty and staff, and the general operations of the School. Donor restricted endowment funds are used to provide scholarships to selected students.”

Part XI, Line 2D - Other Adjustments:

“Scholarships awarded”

Part XII, Line 4B - Other Adjustments:

“Scholarships awarded”

Raw XML AppendixShowing 400 of 723 raw XML fields

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/ActivityOrMissionDesc0See description for Part III, Line 1 on Schedule O.
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IRS990/Desc0St. Anne's Episcopal School has grown into a premier preschool through grade 8 independent, coeducational day school with more than 430 students currently enrolled. Students are provided with well-balanced, state-of-the-art programs in academics, athletics and the arts. Additionally, an extraordinary emphasis is placed on character development and ethical decision making through the school's unique history and heritage and an array of programs and activities. These activities and relationships occur on a beautiful, garden-filled 7.5 acre Denver campus and a scenic, 15.5 acre experiential facility in the foothills outside the city.
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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/OtherCompensationAmt1884048
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1921956
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2016430
IRS990/Form990PartVIISectionAGrp/PersonNm0Holly Baroway
IRS990/Form990PartVIISectionAGrp/PersonNm1Michele Bergner
IRS990/Form990PartVIISectionAGrp/PersonNm2Ed Calligan
IRS990/Form990PartVIISectionAGrp/PersonNm3Barry Danielsen
IRS990/Form990PartVIISectionAGrp/PersonNm4Scott Lichtenberger
IRS990/Form990PartVIISectionAGrp/PersonNm5Tom Kaesemeyer
IRS990/Form990PartVIISectionAGrp/PersonNm6Mike McGawn
IRS990/Form990PartVIISectionAGrp/PersonNm7Sarah Mengshol
IRS990/Form990PartVIISectionAGrp/PersonNm8Vatsala Pathy
IRS990/Form990PartVIISectionAGrp/PersonNm9Emily Strong
IRS990/Form990PartVIISectionAGrp/PersonNm10Buzz Taplin
IRS990/Form990PartVIISectionAGrp/PersonNm11Jane Toll
IRS990/Form990PartVIISectionAGrp/PersonNm12Liz Walker
IRS990/Form990PartVIISectionAGrp/PersonNm13Kristin Wiley
IRS990/Form990PartVIISectionAGrp/PersonNm14Brian Wilkinson
IRS990/Form990PartVIISectionAGrp/PersonNm15Luke Simpson
IRS990/Form990PartVIISectionAGrp/PersonNm16Keith Oxenreider
IRS990/Form990PartVIISectionAGrp/PersonNm17John Birkeland
IRS990/Form990PartVIISectionAGrp/PersonNm18Alan Smiley
IRS990/Form990PartVIISectionAGrp/PersonNm19Judy Persing
IRS990/Form990PartVIISectionAGrp/PersonNm20Deena Tarleton
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/ReportableCompFromOrgAmt18285257
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19157955
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20109794
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/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
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/TitleTxt15President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt18Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt19Business Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt20Head of Lower School
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt097229
IRS990/FundraisingDirectExpensesAmt058064
IRS990/FundraisingGrossIncomeAmt058064
IRS990/GainOrLossGrp/OtherAmt0105389
IRS990/GainOrLossGrp/SecuritiesAmt0174248
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt01525
IRS990/GamingGrossIncomeAmt013910
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt01170288
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01170288
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01170288
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0105389
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0174248
IRS990/GrossReceiptsAmt013330242
IRS990/GrossSalesOfInventoryAmt0181865
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02023
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt09416
IRS990/InformationTechnologyGrp/ProgramServicesAmt044367
IRS990/InformationTechnologyGrp/TotalAmt055806
IRS990/InvestmentIncomeGrp/ExclusionAmt0462827
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0462827
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt072869
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt048988
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020037777
IRS990/InvestmentsPubTradedSecGrp/EOYAmt021243878
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08463037
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012460418
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012221234
IRS990/LandBldgEquipCostOrOtherBssAmt020684271
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0See Schedule O.St. Anne's Episcopal School is an independent school from preschool through grade 8. The School is committed to the heritage and environment created by its founding sisters. The school strives to 1) guide each child toward the development of his or her own moral, intellectual, creative and physical capacity while fostering a shared purpose of social responsibility and involvement; 2) instill a genuine love of learning while providing a broad challenging and stimulating education, promoting self-reliance, and establishing a supportive and nurturing learning experience for students of varied talents and abilities; 3) maintain a strong, inclusive family atmosphere committed to Judeo-Christian values while honoring the socio-economic, ethnic, and religious diversity within the school community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0297717
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt037041
IRS990/NetAssetsOrFundBalancesBOYAmt033294203
IRS990/NetAssetsOrFundBalancesEOYAmt036494711
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0279637
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0279637
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt012385
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt012385
IRS990/NetIncomeOrLossGrp/ExclusionAmt017235
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt017235
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01424127
IRS990/NoncashContributionsAmt0305414
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04077
IRS990/OccupancyGrp/ManagementAndGeneralAmt077369
IRS990/OccupancyGrp/ProgramServicesAmt0494391
IRS990/OccupancyGrp/TotalAmt0575837
IRS990/OfficeExpensesGrp/FundraisingAmt02603
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt063339
IRS990/OfficeExpensesGrp/ProgramServicesAmt057082
IRS990/OfficeExpensesGrp/TotalAmt0123024
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0220000
IRS990/OtherAssetsTotalGrp/EOYAmt0265000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt022959
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt090322
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0496102
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0609383
IRS990/OtherExpensesGrp/Desc0Lunch program
IRS990/OtherExpensesGrp/Desc1Classroom/education
IRS990/OtherExpensesGrp/Desc2Professional dev.
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt06013
IRS990/OtherExpensesGrp/FundraisingAmt124610
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027985
IRS990/OtherExpensesGrp/ProgramServicesAmt0571068
IRS990/OtherExpensesGrp/ProgramServicesAmt1386986
IRS990/OtherExpensesGrp/ProgramServicesAmt2140534
IRS990/OtherExpensesGrp/ProgramServicesAmt32091
IRS990/OtherExpensesGrp/TotalAmt0571068
IRS990/OtherExpensesGrp/TotalAmt1386986
IRS990/OtherExpensesGrp/TotalAmt2174532
IRS990/OtherExpensesGrp/TotalAmt326701
IRS990/OtherLiabilitiesGrp/BOYAmt0220000
IRS990/OtherLiabilitiesGrp/EOYAmt0265000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0204276
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0643887
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04330392
IRS990/OtherSalariesAndWagesGrp/TotalAmt05178555
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015929
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt074127
IRS990/PayrollTaxesGrp/ProgramServicesAmt0349275
IRS990/PayrollTaxesGrp/TotalAmt0439331
IRS990/PensionPlanContributionsGrp/FundraisingAmt016205
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt025306
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0319435
IRS990/PensionPlanContributionsGrp/TotalAmt0360946
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01587234
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01634366
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0311448
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0677884
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0146363
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0188556
IRS990/PrincipalOfficerNm0Alan Smiley
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Tuition and fees
IRS990/ProgramServiceRevenueGrp/Desc1Auxiliary and other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09049337
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1251386
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09049337
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1251386
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,151,106
Liabilities
$1,656,395
Net assets
$36,494,711
Revenue
$13,106,023
Expenses
$11,329,642
Net income
$1,776,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.4$2.26$55.1$17.6$15.8$1.74
2023Detailed filing. Detailed filing data is available for this year.$48.7$2.38$46.3$14.0$14.5$0.51
2022Detailed filing. Detailed filing data is available for this year.$46.3$2.25$44.0$15.5$13.4$2.06
2021Detailed filing. Detailed filing data is available for this year.$51.4$2.04$49.4$18.1$13.0$5.10
2020Detailed filing. Detailed filing data is available for this year.$43.8$1.89$41.9$12.9$12.5$0.37
2019Detailed filing. Detailed filing data is available for this year.$44.0$2.22$41.8$12.9$12.4$0.52
2018Detailed filing. Detailed filing data is available for this year.$42.2$1.64$40.6$15.7$11.8$3.91
2017Detailed filing. Detailed filing data is available for this year.$38.2$1.66$36.5$13.1$11.3$1.78
2016Detailed filing. Detailed filing data is available for this year.$35.1$1.77$33.3$11.3$10.9$0.39
2015Detailed filing. Detailed filing data is available for this year.$35.3$2.11$33.2$10.5$10.4$0.11
2014Detailed filing. Detailed filing data is available for this year.$36.8$3.08$33.8$11.3$9.58$1.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$2.11$30.2$9.22
2012Summary only. Only limited summary data is available for this year.$27.7$2.22$25.5$9.90$8.86$1.05
2011Summary only. Only limited summary data is available for this year.$26.8$1.48$25.4$9.69$7.10$2.59