efile GRAPHIC

Form990

rint - DO NOT PROCESS

As Filed Data -

DLN:93493019003031
OMB No lung 1545-0047

Return of Organization Exempt From Income Tax
~
Department of the Treasury Internal Revenue Service

Under section

501(c),

527, or 4947(a)( 1) of the Internal Revenue benefit trust or private foundation) of this return to satisfy 06-30-2010

Code (except

black

2009
Open to Public Inspection
number

~The calendar

organization year

may have to use a copy beginning 07-01-2009

state

reporting

requirements

A

For the 2009

, or

tax year

and ending

B Check If applicable I I I I I I Address change Name change Initial return Termmated Amended return Application pending

Please use IRS label or print or type, See Specific Instructions.

C Name of organization ST ANDREW'SEPISCOPAL SCHOOL DOing BusinessAs

D Employer identification 64-0324405 E Telephone number

Numberand street (or PO box If mall ISnot delivered to street address) Room/suite 370 OLDAGENCYROAD City or town, state or country, and ZIP + 4 RIDGELAND,MS 39157

I

(601)

853-6000

G Gross receipts $ 24,997,903

F Name and address of principal KEVIN M LEWIS 370 OLD AGENCY ROAD RIDGELAND, MS 39157

officer

H(a)

Is this a group affiliates? Are all affiliates If"No," attach

return

for IYes

PI Yes

No I No

H(b) 1527

included? a list number ~

I J

Tax-exempt status Website: ~ http

P-

(see Instructions)

501(c) ( 3)

"'II1II

(Insert no )

I

4947(a)(1) or

H(c)

Group exemption

//www q o s a rnts org Corporation I Trust I ASSOCiation - Other ~ P PRIVATESCHOOL L Year of formation 1947 M State of legal domicile MS

K Form of organization I • :.Fi•• 1

Summary
Briefly describe the organization's mission or most significant A N IN DE PEN DEN T COL LEG E PRE PARA TOR Y S C H 0 0 L activities

... ,..
Q

~ 0 is
>6
-l>

<is ,..

2 3 4 5 6 7a b

Check Number N umber Total Total

this

box ~

If the organization members

discontinued

ItS operations line la)

or disposed

of more than 25%

of ItS net assets 3 20 20 318 300 0 0 Current Year 4,140,496 13,071,619 23,088 59,680 17,294,883 0 0

of voting

of the governing members

body (Part VI,

~

of Independent

voting

of the governing

body (Part VI,

line 1 b)

4 5 6 7a 7b Prior Year

~ ~

number number

of employees of volunteers

(Part V, line 2a) (estimate If necessary)

Tota I g ros s unre lated Net unrelated

bus rne s s reve nue from Part V II I, col umn (C), II ne 12 Income from Form 990-T, line 34

bus me s s taxable

8
(])

Contributions

and grants

(Part VIII,

line lh)

960,649 12,488,889 3,4, and 7d ) 193,317 68,842 13,711,697

=c
(])

9 10 11 12 13 14

Pro g ra m s e rv Ice re v e n ue (P a rt V II I, II ne 2 g) Investment Other Total 12) Grants Benefits Salaries, 10) Income (Part VIII, column (A), lines

::0-

Q;:

'1'

revenue

(P art V I II, lines

column 8 through

(A), lines 11 (must

5, 6 d , 8c, 9 c , 10 c , and 11 e) equal Part VIII, (A), lines (A), line 4) (Part IX, column (A), lines 5column 1-3 ) (A), line

revenue-add and Similar

amounts

paid (Part (Part

IX, column IX, column benefits

paid to or for members other compensation,

* '"
a; ~

15 16a b 17 18 19

employee

8,193,164 fundrais mq fees (Part IX, column (A), line lle)

8,958,178 0

,-

Professional

Total fundraisrnq expenses (Part IX, column (D), line 25) ~637,032 Other Total expenses expenses (Part IX, column 13-17 (A), lines (must lla-lld, llf-24f) (A), line 25) 5,161,7 13,354,914 356,783 Beginning of Current Year 28,743,804 12,057,211 line 21 from line 20 16,686,593 50 5,901,999 14,860,177 2,434,706 End of Year 32,152,050 11,937,597 20,214,453

Add lines

equal

Part IX, column

Revenue

less expenses

Subtract

line 18 from line 12

~~ q_.<'I: ~~

3~
20 21 22 Total Total assets liabilities (Part X, line 16) X, line 26) Subtract (Part

zL2

ct:'g

Net assets

or fund balances

.:.F.1i i•••

Signature

Block

Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, It IStrue, correct, and complete Declaration of preparer (other than officer) ISbased on all mformation of which preparer has any knowledge

Sign Here

~ ~

Signature of officer KEVIN M LEWIS HEADOF FINANCEAND ADMINISTRATION Type or print name and title Date J FRANK BEDS CPA Check If selfempolyed

******

12011-01-19 Date

Paid Preparer's Use Only

Preparer's ~ signature

Firm's name (or yours ~ EUBANKBEDS HIRN WOOD PLLC If self-employed), address, and ZIP + 4 3820 I-55 NORTH JACKSON,MS 39211

·r

Preparer's idennfvmq number (see Instructions)

EIN • Phone no

(601) 987-4300 p-Yes INo

May the IRS diSCUSS this

return

with the preparer

shown

above?

(see Instructions)

For Privac

Act

and Pa erwork

Reduction

Act

Notice

see the se arate

instructions.

Cat

No

11282Y

Form 990

2009

Form 990

(2009)

Page

lilMiUi
1 Briefly

2

Statement
describe

of Program Service Accomplishments
mission TRADITION, ENCOURAGING SPIRITUAL GROWTH, MORAL

the organization's

TO NURTURE A DIVERSE COMMUNITY IN THE EPISCOPAL RESPONSIBILITY AND ACADEMIC EXCELLENCE

2

Did the organization the prior Form 990 If "Yes," describe

undertake or 990-EZ? these

any significant

program 0

services

durrnq

the year

which

were

not listed

on

I" Yes PI" Yes P-

No

new services conducting,

on Schedule or make 0

3

Did the organization s e rv ICes? If "Yes," describe

cease these

significant

changes

In how It conducts,

any program

No

changes

on Schedule

4

Describe the exempt purpose achievements for each of the organization's three largest program services by expenses Section SOl(c)(3) and SOl(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants allocations to others, the total expenses, and revenue, If any, for each program service reported (Code ) (Expenses $ 12,006,903 Including grants of $ ) (Revenue $

and

4a

13,131,299 )

INDEPENDENT SCHOOLWITH GRADES PRE-KINDERGARTEN THROUGH TWELVE

4b

(Code

) (Expenses $

Including grants of $

) (Revenue $

4c

(Code

) (Expenses $

Including grants of $

) (Revenue $

4d

Other

program

services

(Describe

In Schedule Including

0) grants 12,006,903 Form 990 (2009) of $ ) (Revenue

(Expenses

$

$

4e

Total program service expensese-s

.~.".
Form 990 (2009) 1 2 3 4 5 6 Section Part I I

Page

3

Checklist of Required Schedules
Yes described required In section to complete 501(c)(3) Schedule or4947(a)(1) B, Schedule (other than a private ~ on behalf of or In opposition to foundation)? If "Yes," 1 of Contributors? activities 2 3 4 organizations. Is the organization subject tax? If "Yes,"complete Schedule C, Part III to the section 6033(e) 5 Yes Yes No No No

Is the organization Is the organization

complete Schedule A~

Did the organization engage candidates for public office? 501(c)(3)

In direct or Indirect political campaign If "Yes,"complete Schedule C, Part I Did the organization engage

organizations.

In lobbv mq activities?

If "Yes," complete Schedule C,

Section 501(c)(4), 501(c)(5), and 501(c)(6) notice and reporting requirement and proxy

Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or Investment of amounts In such funds or accounts? If "Yes," complete Schedule 0, Part I~ 6 receive maintain or hold a conservation collections . for amounts not listed services? If "Yes," In Part X, or of works easement, Including easements to preserve open space, 7 If "Yes," historic land areas or historic structures? If "Yes," complete Schedule 0, Part II~ treasures, or other similar assets? Did the organization the environment, Did the organization

No No No

7 8 9

of art, historical

complete Schedule 0, Part II I ~

Did the organization report an amount In Part X, line 21, serve as a custodian provide credit counseling, debt management, credit repair, or debt negotiation complete Schedule 0, Part I~

I

9 10

I
Yes Yes

I

No

10 11

Did the organization, endowments? Is the organization's Parts VI, VII, VIII, .. Did the organization Schedule 0, Part VI.

directly answer report

or through

a related

organization, questions

hold assets "Yes"?

In term,

permanent,or

quas r-

If "Yes," complete Schedule 0, Part ~ to any of the following an amount If so,complete Schedule 0, 11 for land, b uild mqs , and equipment In Part X, Ilne10? If "Yes," complete IS 5% or more of IS 5% or more of assets

IX, or X as applicable .

.. Did the organization report an amount for Investments-other ItS total assets reported In Part X, line 16? If "Yes,"complete

s e c urttre s In Part X, line 12 that Schedule 0, Part VII.

.. Did the organization report an amount for Investments-program related In Part X, line 13 that ItS total assets reported In Part X, line 16? If "Yes,"complete Schedule 0, Part VIII. .. Did the organization report an amount for other assets In Part X, line 15 that re ported In Part X, II ne 16? If "Yes," complete Schedule 0, Part IX . .. Did the orga ruzation

IS 5% or more of ItS total

re port a n a mount for othe r ha b ihtre s In Part X, line 25? If "Yes," complete Schedule 0, Part X.

.. Did the organization's separate or consolidated financial statements for the tax year Include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48? If "Yes," complete Schedule 0, Part X. 12 Did the organization obtain separate, Independent audited financial audited statements financial for the tax year? If "Yes,"complete 12 Independent statements for the tax year? ~ If "Yes, "complete Schedule E ~ of the United States? 112A Yes No No 13 14a 14b 15 grants or assistance on on Part 18 from gaming activities on Part VIII, line 9a? If 19 20 Form 990 to 16 fundrars mq services 17 Schedule 0, Parts XI, XII, and XII I ~ 12A Was the organization If "Yes," completing 13 14a b 15 16 17 18 19 20 Is the organization Did the organization Included In consolidated, Yes

Schedule 0, Parts XI, XII, and XI II a school maintain described an office, In section employees,

IS

optional

I

I
Yes

I

I

170(b)(1)(A)(II)? or agents

outside

No No No No No

Did the organization have aggregate revenues or expenses of more than $10,000 from qrantrnakmq, fund raising, business, and program service activities outside the United States? If "Yes," complete ScheduleF, Part I Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants organization or entity located outside the US? If "Yes," complete Schedule F, Part II Did the organization mdrvrduals located report outside on Part IX, column (A), line 3, more than $5,000 the US? If "Yes," complete Schedule F, Part III or assistance to any

of aggregate

Did the organization report a total of more than $15,000, of expenses for professional Part I X, column (A), lines 6 and 11 e? If "Yes," complete Schedule G, Part I Did the organization report more than $15,000 total of fundrars V II I, lines 1 c and 8 a? If "Yes," complete Schedule G, Part II Did the organization report more than $15,000 "Yes," complete Schedule G, Part II I Did the organization operate of gross Income mq event gross Income

and contributions

No No No 2009

one or more hospitals?

If "Yes,"complete

Schedule H

Form 990

(2009)

Page

4

.~.".
21 22
23

Checklist of Required Schedules (continued)
Did the organization report more than $5,000 of grants and other assistance to governments the United States on Part IX, column (A), line 1? If "Yes, " complete Schedule I, Parts I and II Did the organization report more than $5,000 of grants and other assistance on Part I X, column (A), line 2? If "Yes," complete Schedule I, Parts I and II I to Individuals and organizations In the United States In

21 22
Yes

No

No

Did the organization answer "Yes" to Part VII, Section A, questions 3,4, or 5, about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes,"completeScheduleJ ~ Did the organization have a tax-exempt bond Issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was Issued after December 31, 2002? If "Yes," answer questions 24b-24d and complete Schedule K. If "No," go to line 25 b c d Did the organization Invest any proceeds of tax-exempt account bonds beyond a temporary escrow period exception? the year ~

23

24a

24a 24b 24c

Yes No No No

Did the organization maintain an escrow to defease any tax-exempt bonds? Did the organization

other than a refunding for bonds outstanding

at any time durrnq

act as an "on behalf of" Issuer

at any time durrnq In an excess

the year? transaction with

24d 25a If or 26 25b

25a b

Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage a dis q ua lrfre d pe rs on durrnq the yea r? If "Yes," complete Schedule L, Part I

benefit

No No

Is the organization aware that It engaged In an excess benefit transaction with a disqualified person In a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? "Yes," complete Schedule L, Part I Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, disqualified person outstanding as of the end of the organization's tax year? If "Yes, "complete Schedule L, Part I I

26

No

27

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an Individual? If "Yes," complete Schedule L, Part II I Was the organization a party to a business Instructions for applicable filing thresholds, transaction conditions, with one of the following and exceptions) If "Yes,"complete parties? (see Schedule L, Part IV

27

No

28

a

A current IV

or former

officer,

director,

trustee,

or key employee?

Schedule L, Part 28a No No No Yes

b

A family member of a current complete Schedule L, Part IV

or former

officer,

director,

trustee,

or key employee?

If "Yes," 28b (or a family 28c 29
IiI!:i=l

cAn entity of which a current or former officer, director, trustee, or key employee of the organization member) was an officer, director, trustee, or owner? If "Yes,"complete Schedule L, Part IV 29 30 31 32 33 34 35 36 37 38 Did the organization Did the organization conservation Did the organization Part I Did the organization Schedule N, Part II Did the organization sections 3017701-2 Was the organization and V, line 1 receive receive liquidate, more than $25,000 contributions terminate, In non-cash contributions? treasures,

If"Yes,"completeScheduleM~ similar assets, or qualified

of art, historical or dissolve

or other

contributions?

If "Yes," complete Schedule M and cease operations? If "Yes," complete Schedule N,

~

f-3_0_+- __

~ sell, exchange, dispose of, or transfer more than 25% of ItS net assets? If "Yes," complete

I

f--+----+--32 No No No No No No Yes Form 990 2009

31

I

---+

No

_

No

own 100% of an entity disregarded as separate from the organization and 3017701-3? If"Yes,"completeScheduleR,PartI related to any tax-exempt a controlled entity or taxable within entity? If "Yes,"complete of section

under Regulations 33 IV, 34

Schedule R, Parts II, III, If "Yes,"complete

Is any related organization Schedule R, Part V, line 2

the meaning

512(b)(13)?

35 to an exempt non-charitable related 36 37 38

Section 501(c)(3) organizations. Did the organization make any transfers organization? If "Yes," complete Schedule R, Part V, line 2

Did the organization conduct more than 5% of ItS activities through an entity that IS not a related organization and that IS treated as a partnership for federal Income tax purposes? If "Yes,"complete Schedule R, Part VI Did the organization Note. A II Form 990 complete Schedule 0 and provide explanations file rs are req UIred to complete S c hed ule 0 In Schedule 0 for Part VI, lines 11 and 19?

.:l";H.'.
Form 990 la b

(2009)

Page

5

Statements

Regarding Other IRS Filings and Tax Compliance
Yes No

Enterthe number of U.S. Information

reported In Box 3 of Form 1096,AnnualSummaryandTransmlttal Returns. Enter -0- If not applicable la 62

Enter the number

of Forms

W-2G

Included

In line 1a Enter -0- If not applicable rules for reportable payments

lb to vendors and reportable

o
1--+---+--lc

c
2a

Did the organization comply gaming (gambling) winnings

with backup withholding to prize winners?

Enter the number of employees Statements filed for the calendar return b

reported on Form W-3, Transmittal of Wage and Tax year ending with or within the year covered by this 2a file all required federal employment tax returns? you may be required to e-flle this return (see 318

If at least one IS reported on line 2a, did the organization Note: If the sum of lines 1a and 2a IS greater than 250, Instructions) Did the organization return? have unrelated business for this gross

2b

Yes

3a b 4a

Income

of$l,OOO

or more durrnq
In

the year covered

by this 3a No 3b

If "Yes,"

has It filed a Form 990-T

year?

If "No," provide an explanation

Schedule 0

At any time durmq the calendar year, did the organization have an Interest In, or a signature or other authority over, a financial account In a foreign country (such as a bank account, s e c untre s account, or other financial account)? b If"Yes," enter the name of the foreign country ~ See the Instructions for exceptions and filing requirements Financial Accounts Was the organization Did any taxable party a party notify to a prohibited the organization tax shelter that I for Form TD F 90-22 at any time 1, Report durrnq of Foreign Bank and

4a

No

Sa b

transaction

the tax year? transaction? Regarding

Sa Sb Sc

No No

It was or IS a party

to a prohibited

tax shelter

c
6a b 7

If "Yes" to line Sa or 5b, did the organization Prohibited Tax Shelter Transaction?

file Form 8886-T,

Disclosure greater

by Tax-Exempt than $100,000, that

Entity

Does the organization have annual gross receipts that are normally organization solicit any contributions that were not tax deductible? If "Yes," did the organization were not tax deductible? Include with every solicitation

and did the or gifts

r---+---r----6a No

an express

statement

such contributions

Organizations that may receive deductible contributions under section 170(c).

r---+---r----and partly for goods and 7a 7b It was required to 7c No f----+---f-----on a personal contract? No

6b

a
b

Did the organization receive a payment services provided to the payor? If "Yes," did the organization notify

In excess

of$75

made partly of the goods of tangible the year directly

as a contribution or services personal

the donor

of the value dispose

provided? for which • • 7d

c
d e f g h 8

Did the organization file Form 8282? If "Yes," Indicate

sell, exchange,

or otherwise 8282 receive

property •

the number

of Forms

filed durmq any funds,

I
or Indirectly,

I

Did the organization, benefit contract? Did the organization, For all contributions For contributions re qUI re d?

durrnq the year, durrnq the year,

to pay premiums benefit

pay premiums, property, and other

directly

or Indirectly,

on a personal file Form 8899

1--+---+--7f No 7g

7e

No

of qualified of cars, boats,

Intellectual airplanes,

did the organization vehicles,

as required? as

did the organization

file a Form 1098-C

7h

Sponsoring organizations maintaining donor advised funds and section S09(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time durrnq the year? Sponsoring organizations maintaining donor advised funds.

8

9

a
b 10

Did the organization Did the organization Section SOl(c)(7) Initiation

make any taxable make a distribution organizations. Enter contributions on Form 990,

distributions to a donor,

under section donor advisor,

4966? or related person?

9a 9b

a
b 11

fees and capital Included

Included Part VIII,

on Part VIII,

line 12 use of club

I lOa
lOb

I

Gross receipts, facilities

line 12, for public

Section SOl(c)(12) Gross Income

organizations. Enter or shareholders (Do not net amounts from them) due or paid to other sources

a
b

from members

Gross Income from other sources against amounts due or received Section 4947(a)(1) If"Yes,"enterthe year

I---+---------------~
L-_-L

lla

llb In lieu of Form 1041?

~

12a b

non-exempt charitable trusts. Is the organization amount of tax-exempt Interest received oraccrued

filing durrnq

Form 990 the

12a

l12b

I
Form 990 2009

Imu'
Form 990

(2009)

Page

6

Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines Sa, Sb, or lOb below, describe the circumstances, processes, or changes In Schedule O. See instructions. Section A. Governing Body and Management
Yes No

la
b 2 3 4 5 6 7a

Enterthe

nurnb e r of v otmq members of voting members

of the governing

body

I
relationship

Enter the number

that are Independent have a family

I

la lb

I I
relationship with any

20 20 2 Yes No No No No Yes No

Did any officer, director, trustee, or key employee other officer, director, trustee, or key employee?

or a business

Did the organization delegate control over management duties s up e rvts ro n of officers, directors or trustees, or key employees Did the organization filed? Did the organization Does the organization Does the organization governing body? any d e c is rons make any significant become changes

customarily performed by or under the direct to a management company or other person? documents since the prior Form 990 assets? was

3 4

to ItS organizational

aware durmq the year of a material or stockholders? stockholders, or other

diversion

of the organization's

5 6

have members have members,

persons

who may elect

one or more members or other persons?

of the 7a 7b

bAre 8

of the governing

body subject

to approval

by members,

stockholders, actions

Did the organization year by the following

contemporaneously

document

the meetings

held or written

undertaken

durmq the 8a Yes

a
b 9

The governing Each committee

body? with authority to act on behalfofthe governing body? be reached at the

Is there any officer, director, trustee, or key employee listed In Part VII, Section A, who cannot organization's mailing address? If"Yes," provide the names and addresses In Schedule 0

1--+----+--8b Yes 1--+----+--9 No

Section B. Policies (This Section B requests information Revenue Code.)
lOa
b 11 Does the organization If "Yes," affiliates, have local chapters, branches,

about policies not required by the Internal
Yes No
No

or affiliates?

lOa lOb
11

does the organization have written policies and procedures governing the activities of such chapters, and branches to ensure their operations are consistent with those of the organization? provided a copy of this Form 990 to all members of ItS governing to review body before filing the form?

Has the organization In Schedule

r----+------r-----No

llA Describe
12a

0 the process, have a written or trustees,

If any, used by the organization conflict of Interest policy? required

the Form 990 12a Interests that could give rise 12b Yes Yes No No Yes

Does the organization directors

If "No,"go to line 13 to disclose annually

bAre officers, to conflicts?

and key employees

c
13 14 15

Does the organization describe In Schedule Does the organization Does the organization

regularly and consistently 0 how this IS done have a written have a written

monitor

and enforce

compliance

with the policy?

If "Yes," 12c 13

whrs tl e blowe r policy? document retention and destruction policy? a review and approval by of the deliberation and d e c i s ron?

14

Did the process for determining compensation of the following persons Include Independent persons, comparability data, and contemporaneous substantiation

a The organization's
b Other officers

CEO, Executive

Director,

or top management

official

15a 15b

Yes No

or key employees

of the organization the process In Schedule 0 (See Instructions) In a JOint venture or similar arrangement to evaluate to safeguard with a

If "Yes" 16a b

to line a or b, describe

Did the organization taxable entity durrnq

Invest In, contribute the year?

assets

to, or participate

f-l_6_a--+ ItS the 16b

+_N_O_

If "Yes," has the organization adopted a written policy or procedure re qumnq the organization participation In JOint venture arrangements under applicable federal tax law, and taken steps organization's exempt status with respect to such arrangements?

Section C. Disclosure
17 18 List the States with which a copy of this Form 990 IS required to be flled~ Section 6104 requires an organization to make ItS Form 1023 (or 1024 If applicable), 990, and 990-T (3)s only) available for public Inspection Indicate how you make these available Check all that apply Own website

----------------------------------------------------(501(c)

I
19 20

F Another's

website

F Upon

request conflict of of the organization ~

Describe In Schedule 0 whether (and rf s o , how), the organization makes ItS governing documents, Interest POliCY, and financial statements available to the public See Additional Data Table State the name, physical address, and telephone number of the person who possesses the books

and records

KEVIN LEWIS 370 OLD AGENCY ROAD RIDGELAND,MS 39157 (601) 853-6000 Form 990 2009

Form 990

(2009)

Page

iiitiWd

7

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
persons required to be listed Report compensation for the calendar year ending with or within the organization's additional space IS needed current officers, directors, trustees (whether Individuals or organizations), regardless of amount key employees Enter -0- In columns (D), (E), and (F) If no compensation was paid current key employees See Instructions for definition of "key employee"

la Complete this table for all tax year Use Schedule J-2 If .. List all of the organization's of compensation, and current
.. List all of the organization's

.. List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations .. List all of the organization's former officers, key employees, or highest compensated of reportable compensation from the organization and any related organizations employees who received more than $100,000 of the

.. List all of the organization's former directors or trustees that received, In the capacity as a former director or trustee organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons compensated Check this In the following order Individual trustees employees, and former such persons box If the organization (A) Name and Title did not compensate (8) Average hours per week or directors, any current Institutional or former all trustees, officer, officers, key employees,

highest

I

director,

trustee

or key employee (E) Reportable compensation from related organizations (W- 2/1099MISC) (F) Estimated amount of other compensation from the organization and related organizations

(C)
Position (check that apply)

(0) Reportable compensation from the organization (W2/1099-MISC)

"
Q
:;;) ...J

ol-' ....,

See add'i data

Form 990 2009

Form 990

(2009) . but not limited to those from the orqamzatrone-I listed above) who received 185,4001 more than

Page

8

lb Total
2

25,5001

Total number of mdrvrduals (Including $100,000 In reportable compensation

Yes 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee 3 on line 1 a? If "Yes," complete Schedule] 4 For any mdrvrdual listed organization and related individual 5 Did any person listed on line la receive or accrue compensation from any unrelated organization for services 5 for such individual

No

No

on line la, IS the sum of reportable compensation and other compensation from the organizations greater than $150,000? If "Yes," complete Schedule] for such 4 for such person Yes

re nde red to the orga ruzatro n? If "Yes," complete Schedule]

No

Section B. Independent
1 Complete $100,000

Contractors
Independent contractors that received more than
(8)

this table for your five highest compensated of compensation from the organization (A) Name and businessaddress

Descnption of services

(C) Compensation

2

Total number of Independent contractors (Including but not limited $100,000 In compensation from the organization ~O

to those

listed

above)

who received

more than Form 990 (2009)

Form 990

(2009)

Page

9

l~iIIl'''n

Statement

of Revenue
Total (A) revenue (8) Related or exempt function revenue (C) Unrelated business revenue (0) Revenue exc luded from tax under sections 512,513,or 514

~$ CC 2:;::1
.......,(t

la
b

Federated

campaigns

la lb le ld le
1f In

4,140,496

0')0

M em b e rs hip due s Fundra Related
ts

=~ .......,.,·e
c-;..;:::: 0 "C"::;;

~E

e
d

mq events organizations

e
f 9 h

Government grants (contnbutions) All other contnbunons, giftS, grants, and Similar amounts not Included above Noncash contributions 29,422 la-lf Included

]:: ";::0
(,)(1::
(],l

...

~"E
:::;

lines la-lf $ Total. Add lines

...
Business Code 611,710 611,710 611,710 611,710 611,710

4,140,496

~ ~
<.;> S;

c

2a
b

TUITION EXTENDEDCARE TUITION INTEREST TECHNOLOGYFEE SUMMBER CAMP A II other program service 2a-2f (Including drv rd e nd s , Interest revenue

12,690,857 131,814 99,837 57,825 55,311 35,975

12,690,857 131,814 99,837 57,825 55,311 35,975

q..

e
d

s
C ~
v
0

....

e
f 9 3

&:

Total. Add lines
Investment and other

....
bond proceeds

13,071,619

Income Similar

amounts)

4 5

Income from Investment of tax-exempt Royalties (I) Real

... ... ...

301,358

301,358

(II) Personal

6a
b

Gross

Rents

e
d

Less rental expenses Rental Income or (loss) Net rental Income or (loss) (I) Sec urrtre s (11)Other

...
7,424,750

7a

b

e
d

Gross amount from sales of assets other than Inventory Less cost or other basis and sales expenses Gain or (loss) Net gain or (loss) Gross events Income from fundrais (not Including

7,703,020

-278,270

...

-278,270

-278,270

Sa

mq

ev ev

s
:>

::::I

$
of contributions reported See Part IV, line 18 on line lc)

a::

.c 0

-

... ~

a
b Less direct expenses or (loss) from fundrars activities b mq events

e 9a

Net Income

...

Gross Income from gaming See Part IV, line 19

a
b Less direct expenses or (loss) from gaming less b activities

e lOa

Net Income

...

Gross sales of Inventory, returns and allowances

a
b Less cost of goods or (loss) sold from sales b of Inventory Business PYM

e

Net Income

...
Code 611,710 611,710 611,710 34,572 27,647 16,791 -19,330 34,572 27,647 16,791 -19,330

Miscellaneous

Revenue &LATE

lla
b

APPLICATION MISCELLANEOUS FACULTY A II other

e
d

ENRICHMENT revenue lla-lld

e 12

Total. Add lines

...

59,680

Total revenue. See Instructions

...

17,294,883

13,131,299

°

23,088 2009)

Form 990

Form 990

(2009)

Imi.!j

Page

10

Statement

of Functional

Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (8) , (C) , and (0) 00 not include amounts reported on lines 6b, 7b, 8b, 9b, and lOb of Part VIII. 1 Grants and other assistance to governments In the U S See Part IV, line 21 Grants and other assistance U S See Part IV, line 22 Grants and other assistance organizations, and mdrvrduals Part IV, lines 15 and 16 Benefits to mdrvrduals and organizations (A) Total expenses
(8)

Program service expenses

(C) Management and general expenses

(0)

FundraISing expenses

2

In the

3

to governments, outside the U S See

4 5 6

paid to or for members of current officers, directors, trustees, and

Compensation key employees

Compensation not Included above, to disqualified persons (as defined unde r section 4958 (f)(l» and pe rs ons described In section 4958(c)(3)(B) Other salaries and wages section 401(k) and section 348,610 416,415 556,110 263,646 314,925 420,573 75,164 89,783 119,903 9,800 11,707 15,634 7,637,043 5,775,716 1,646,627 214,700

7 8 9 10 11

Pension plan contributions (Include 403(b) employer contributions) Other Payroll employee taxes benefits

Fees for s e rv ICes (non- employees) Management Legal Accounting t.obbvmq P rofes s rona I fund ra ISIng See Part IV, line 17 Investment Other Adve rtrs inq and promotion Office expenses tec hnology 766,140 198,106 739,773 188,784 15,872 8,157 10,495 1,165 management fees 12,642 15,750 6,321 6,321 15,750

a
b

c
d

e
f g 12 13 14 15 16 17 18 19 20 21 22 23 24

Information Royalties Occupancy Travel

Payments of travel or entertainment state, or local public officials Conferences, Interest Payments to affiliates depletion, conventions,

expenses

for any federal,

and meetings 384,541 384,541

DepreCiation, Insurance

and amortization

1,268,360 157,697

1,208,672 157,697

52,227

7,461

Other expenses Itemize expenses not covered above (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below)

a
b

FINANCIAL UTILITIES ANNUAL REPAIRS

AID

1,256,628 463,955

1,241,262 442,122 382,669 218,087 80,400 181,715 12,006,903

15,366 19,104 2,729

c
d

FUND AND

EXPENSE MAINTENANCE

382,669 227,142 219,321 549,048 1 through 24f 14,860,177

7,923 19,974 124,071 2,216,242

1,132 118,947 243,262 637,032

e MISCELLANEOUS
f 25 26 A II other expenses

Total functional expenses. Add lines Joint costs. Check here ~ Ilffollowlng

SO P 98-2 In

Complete this line only If the organization reported column (B) JOint costs from a combined educational campaign and fundrars mq solicitation

Form 990 (2009)

Form 990

Im.:a
1 2 3 4 5

(2009)

Page

11

Balance Sheet
(A) Beginning of year Cas h- non - Int e re s t - be a n ng Savings Pledges Accounts and temporary and grants receivable, cash Investments net 47,198 2,368,022 693,085 84,538 trustees, key employees, and 5 persons (as defined under section (c )( 3 )( B) Complete Part II of 4958 (f)(1» and 6 receivable, net 7 8 151,730 bas is Complete lOa lOb s e c urttre s line 11 line 11 15,187,864 14,957,409 10,331,417 15 10c 11 12 13 14 110,390 28,743,804 1,756,791 15 16 17 18 19 7,390,000 liability Complete Part IVof Schedule 0 20 21 7,080,000 98,793 32,152,050 2,106,619 15,022,037 11,431,330 15 30,209,901 9 94,239 1 2 3 4 (8) End of year 15,211 1,706,245 3,664,254 119,926

receivable, net

Receivables from current and former officers, directors, highest compensated employees Complete Part II of Schedule L

6

«

I,h cJ)

Receivables from other disqualified pe rs 0 ns des crib e din sec t Ion 4958 Schedule L

v» I,/>

7 8 9 lOa b 11 12 13 14 15 16 17 18 19 20

Notes

and loans

Inventories

for sale or use

Pre pa i d ex pe ns es and defe rred c ha rges Land, burldmqs , and equipment Part VI of Schedule 0 Less accumulated depreciation traded cost or other

Investments-publicly Investments-other I nves tme nts -prog Intangible Other assets

s e c urttre s See Part IV, ra m- re lated See Part IV,

assets

See Part IV, line 11

Total assets. A dd II nes 1 throug h 15 (mus t eq ua I line 34) Accounts Grants Deferred payable payable revenue bond liabilities account and accrued expenses

Tax-exempt Escrow

=: :.::::l

.9!
~

'.I'

:.c

21 22

or custodial

Payables to current employees, highest pe rs ons

and former officers, directors, trustees, key compensated employees, and disqualified 22 to unrelated third parties 23 24 2,910,420 12,057,211 25 26 2,750,978 11,937,597

Complete Part I I of Schedule L and notes and loans Complete payable

23 24 25 26

Sec ured mortgages Unsecured Other notes

payable

to unrelated D

third

parties

liabilities

Part X of Schedule 17 throug h 25

Total liabilities. A dd lines

q:.

,fI

Organizations that follow SFAS 117, check here ~ through 29, and lines 33 and 34. 27 28 29 Unrestricted Temporarily Permanently net assets restricted restricted net assets net assets

I

and complete lines 27 27 28 29

u

~
0:::; 0:::;

CQ

;::
u.. 0
"-

::::l

Organizations that do not follow SFAS 117, check here ~ lines 30 through 34. 30 31 32 33 34 Capital Paid-In Retained Total Total stock or trust principal, or current funds or equipment Income,

F and

complete 0 30 31 32 33 34 0 0 20,214,453 20,214,453 32,152,050 Form 990 2009)

4)

,fI

~

,fI ,fI

or capital earnings,

surplus,

or land, burldmq accumulated

fund

0 16,686,593 16,686,593

endowment,

or other funds

4)
Z

net assets liabilities

or fund balances and net assets/fund balances

28,743,804

Form 990

(2009)

.:.F.Ti.:••
1

Page

12

Financial Statements

and Reporting
Yes No

Accounting method used to prepare the Form 990 If the organization changed Its method of accounting Were the organization's Were the organization's financial financial statements statements compiled audited

Accrual 10ther Cash from a prior year or checked "0 ther," or reviewed by an Independent accountant?

I

P-

explain

In Schedule

0 2a 2b Yes No

2a b

accountant?

by an Independent

c

If "Yes," to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of ItS financial statements and selection of an Independent accountant? If the organization changed either ItS oversight process or selection process durmq the tax year, explain In Schedule 0 If"Yes"to line 2a or2b, check a box belowto Indicate on a consolidated bas i s , separate bas i s , or both whether the financial statements for the year were Issued bas is as set forth In the

2c

Yes

d

P3a b

Separate

ba s i s

I

Consolidated

bas is

I

Both consolidated to undergo

and separated or audits

As a result of a federal award, was the organization Single Audit Act and OMB Crrc ula r Av Ld S?

required

an audit

3a or audits? any steps If the organization did not undergo taken to undergo such audits the req uire d 3b

No

If "Yes," did the organization undergo the required audit audit or audits, explain why In Schedule 0 and describe

Form 990 (2009)

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493019003031
OMB No 1545-0047

SCHEDULE A
(Form 990 or 990EZ)
DepartmenttheTreasury of Internal Revenue ervice S Name of the organization
ST ANDREW'S EPISCOPAL SCHOOL

Public Charity Status and Public Support
Complete if the organization is a section S01(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. ... Attach to Form 990 or Form 990-EZ .... See separate instructions.

2009
Open to Public Inspection
number

Employer identification

Reason for Public Charit
The organization 1 2 3 4 IS not a private convention described foundation because It IS (For lines (Attach 1 through Schedule described 11, check E) In section 170(b)(1)(A)(iii). described only one box)

See instructions
or association service of churches section 170(b)(1)(A)(i).

I I I

P-

A church, A school A hospital A medical hospital's

of churches, hospital

In section 170(b)(1)(A)(ii). operated

or a cooperative

organization In conjunction

research organization name, City, and state

with a hospital

In section 170(b)(1)(A)(iii).

Enter the

5 6 7

I I I I I

A n organization A federal, state,

operated

for the benefit (Complete

of a college

or university

owned or operated

by a governmental

unit described

In

section 170(b)(1)(A)(iv).

Part II ) or governmental unit described In section 170(b)(1)(A)(v). from a governmental unit or from the general public part of ItS support

or local government

A n organization that normally receives a substantial described In section 170(b)(1)(A)(vi) (Complete Part II ) A community A n organization receipts ItS support trust that described normally related receives

8 9

In section 170(b)(1)(A)(vi) to ItS exempt Income func ttons=-s

(Complete

Part II

) from contributions, membership fees, and gross of and (2) no more than 331/3% section Part II I ) S09(a)(4).

(1) more than 331/3% and unrelated

of ItS support taxable

from activities from gross

ubje c t to certain business

exceptions, Income (less (C omplete

Investment

511 tax) from businesses

ac q uire d by the orga ruzation 10 11

afte r June 30, 1975

See sect ion S09(a)(2).

I I

A n organization

organized

and operated

e x c lus rv e lv to test

for pubhc safety

Seesection

A n organization organized and operated e x c lus rv e lv for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2) See section S09(a)(3). Check the box that describes the type of supporting organization and complete lines lle through llh a I Type I b I Type II c I Type III - Functionally Integrated d I Type III - 0 ther By checking this box, I certify that the organization IS not controlled directly or Indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2) If the organization received a written determination from the IRS that It IS a Type I, Type II orType III supporting organization, check this box I Since August 17,2006, has the organization accepted any gift or contribution from any of the followmq persons? (i) a person who directly or Indirectly controls, either alone or together With persons described In (II) Yes No and (III) below, the governing (ii) a family (iii) a 35% member controlled entity body of the the supported described In (I) above? described In (I) or (II) above? orqaruzatronts ) of a person organization? l1g(i) l1g(ii) l1g(iii) of a person

e

I

f 9

h

Provide

the followmq

Information

about the supported

( i) Name of supported organization

( ii) EIN

( iii) Type of organization (described on lines 1- 9 above or IRC section (see Instructions»

(iv) Is the organization In col (I) listed In your governing document? Yes No

(v) Did you notify the organization In col (I) of your support? Yes No

(vi) Is the organization In col (I) organized In the US? Yes No

(vii) A mount of support?

Total
For Paperwork Reducbon Act Nobce, see the Instrucbons for Form 990

Cat

No

11285F

ScheduleA(Form

9900r 990-EZ) 2009

Schedule

A (Form 990

or 990-EZ)

2009

Page

Mihii'.
Calendar year 1

2

Support Schedule for Organizations Described in IRC 170(bH1HAHiv) (Complete only If you checked the box on line 5, 7, or 8 of Part I.) Section A Public Support
(or fiscal year beginning In) Grfts , grants, contributions, and membership fees received (Do not Include any "unusual grants ") Tax revenues l e v re d for the orga ruzatron' s be nefit and e ithe r paid to or expended on ItS behalf The value of services or facilities furnished by a governmental unit to the organization without charge Total. Add lines 1 through 3 (a) 2005 (b) 2006 (c) 2007 (d) 2008

and 170(bH1HAHvi)

(e) 2009

(f) Total

2

3

4 5

6

The portion of total contributions by each person (other than a governmental unit or publicly supported organization) Included on line 1 that exceeds 2% of the amount shown on line 11, column (f) Public Support. Subtract line 5 from line 4 year beginning

Section B. Total Support
Calendar year (or fiscal In) 7 S A mounts (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total

from line 4

9

10

11 12 13

Gross Income from Interest, dividends, payments received on s e c untre s loans, rents, royalties and Income from similar s ourc es Net Income from unrelated b us ine s s activities, whether or not the b us ine s s IS regularly carried on Other Income (Explain In Part IV ) Do not Include gain or loss from the sale of capital assets Total support (Add lines 7 through 10) Gross receipts from related activities, First Five Years If the Form 990 check this box and stop here

etc

(See Instructions) f rs t, sec ond, third, fourth,

I
e
by line 11 column (f)

12

I
orga ruzatio n, ...,

IS for the orga ruzatron's

or fifth tax yea r as a 501 (c)(3)

Section C. Com utation of Public Su
14 15 16a Public Support Percentage for 2009

ort Percenta
(f) divided line 1 4

(line 6 column

Pub IIc Sup port Perc e ntag e fo r 2 0 0 8 S c he d u Ie A, Part II,

331/3% support test-2009. If the organization did not check the box on line 13, and line 14 IS 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ... , b 331/3% support test-200S. If the organization did not check the box on line 13 or 16a, and line 15 IS 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ... , 17a 100/0-facts-and-circumstances test-2009. If the organization did not check a box on line 13, 16a, or 16b and line 14 IS 10% or more, and If the organization meets the "facts and circumstances" test, check this box and stop here. Explain In Part IV how the organization meets the "facts and circumstances" test The organization qualifies as a publicly supported organization ... , b 100/0-facts-and-circumstances test-200S. If the organization did not check a box on line 13, 16a, 16b, or 17a and line 15 IS 10% or more, and If the organization meets the "facts and circumstances" test, check this box and stop here. Explain In Part IV how the organization meets the "facts and circumstances" test The organization qualifies as a publicly supported organization ... , 1S Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17 a or 17 b, check this box and see Instructions Schedule A Form 990 or 990-EZ 2009

Schedule

A (Form 990

or 990-EZ)

2009

MihiinM
Calendar 1 year

Page

3

Support Schedule for Organizations Described in IRC S09(a)(2) (Complete only If you checked the box on line 9 of Part I.) Sec fiIon A Pu eu S uppor t IC
(or fiscal year beginning In) Grfts , grants, contributions, and membership fees received (D 0 not Include any "unusual grants ") Gross receipts from adrru s s ro ns , me rc ha nd ISe s old or s e rv ICes performed, or facilities furnished In any activity that IS related to the organization's tax-exempt purpose G ros s rec e Ipts from ac trv rtre s that are not an unrelated trade or b us ine s s under section 513 Tax revenues l e v re d for the orga ruzatron' s be nefit and e ithe r paid to or expended on ItS behalf The value of services or facilities furnished by a governmental unit to the organization without charge Total. Add lines 1 through 5 Amounts Included on lines 1,2, and 3 received from disqualified pe rs ons A mounts Included on lines 2 and 3 received from other than dis q ua lrfie d pe rs ons that exc eed the g re ate r 0 f $ 5 ,0 0 0 0 r 1 % 0 f the amount on line 13 for the year Add lines 7a and 7b Public Support from line 6 ) year (Subtract line 7c (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total

2

3

4

5

6 7a

b

c S

Sectlon
Calendar 9 lOa

B T ota IS upport
(or fiscal In) year beginning (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total

A mounts

from line 6

b

Gross Income from Interest, dividends, payments received on s e c untre s loans, rents, royalties and Income from similar s ourc es Unrelated b us ine s s taxable Income (less section 511 taxes) from bus Ines s es ac q UIred afte r June30,1975 Add lines lOa and lOb Net Income from unrelated b us ine s s activities not Included In line lOb, whether or not the b us ine s s IS regularly carned on Other Income Do not Include gain or loss from the sale of capital assets (Explain In Part IV ) Total support (Add lines 9, 10c, lland12) First Five Years If the Form 990 IS for the orga ruzatron's check this box and stop here

c 11

12

13 14

f rs t, sec ond, third,

fourth,

or fifth tax yea r as a 501 (c)(3)

orga ruzatio n,

Section C. Com utation of Public Su
15 16 Public Support Percentage for 2009

ort Percenta
(f) divided

e
by line 13 column (f)

(line 8 column

Pub IIc sup port perc e ntag e fro m 2 0 0 8 Sc he d u Ie A, Part I II,

line 1 5

Section D. Com utation of Investment
17 lS 19a Investment Investment Income Income percentage percentage

Income Percenta
(f) divided A, Part III, line 17

e
by line 13 column (f»

for 2009 (line 10c column from 200SScheduie

331/3% support tests-2009. If the organization did not check the box on line 14, and line 15 IS more than 33 1/3% and line 17 IS not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ... , 331/3% support tests-200S. If the organization did not check a box on line 14 or line 19a, and line 16 IS more than 33 1/3% and line 18 IS not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see Instructions

b 20

...

..., ,

Schedule

A

Form 990 or 990-EZ

2009

Schedule

A (Form 990

or 990-EZ)

2009

Page

4

Miiti"-

Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Provide any other additional information. See instructions

Schedule A (Form 990 or 990-EZ) 2009

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493019003031
OMB No 1545-0047

SCHEDULE D
(Form 990)

Supplemental Financial Statements
~ Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11, or 12. ~ Attach to Form 990. ~ See separate instructions. Employer

2009
Open to Public Inspection
identification number 64-0324405

Department of theTreasury Internal Revenue Service Name of the organizat
ST ANDREW'S

ion

EPISCOPAL SCHOOL

Organizations Maintaining Donor Advised Funds or Other Similar orqaruzatron answere d " Yes to Form 990 Part IV Ime 6
(a) Donor advised 1 2 3 4 5 6 Total number at end of year contributions grants to (during year) year) funds

Funds or Accounts.

Complete

If the

(b) Funds and other accounts

Aggregate Aggregate Aggregate

from (during

value at end of year that the assets held In donor advised exclusive legal control?

Did the organization Inform all donors and donor advisors In writing funds are the organization's property, subject to the organization's

I

Yes

INo

.H,.I
1 I I I 2

Did the organization Inform all grantees, donors, and donor advisors In writing that grant funds may be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring Impermissible private benefit

I

Yes

INo

Conservation
of conservation of natural

Easements.
easements habitat

Complete

If the organization
(check I I

answered
all that apply)

"Yes" to Form 990, Part IV, line 7,
ntly la nd a rea

Purpose(s)

held by the organization

Pres e rv atro n of la nd for public Protection Preservation

us e (e g , rec re atro n or pleas ure)

Pres e rv atro n of a n his to ric ally rrnporta P reservation of a certified historic

structure

of open space held a qualified conservation contribution In the form of a conservation Held at the End of the Year

Complete easement

lines 2a-2d If the organization on the last day of the tax year

a b c d 3

Total Total

number of conservation acreage restricted

easements easements historic structure Included In (a)

2a 2b 2c 2d or terminated by the organization durrnq

by conservation easements easements easements _ subject

N umber of conservation N umber of conservation N umber of conservation the taxable year ~

on a certified Included modified,

In (c) acquired transferred,

after 8/17/06 extinguished,

released,

4 5

N umber of states

where property

to conservation

easement

IS located monitoring,

~ Inspection,

_ handling of violations, and I Yes INo _

Does the organization have a written policy enforcement of the conservation easements Staff and volunteer A mount of expenses hours devoted Incurred

regarding the periodic It holds? Inspecting

6 7 8 9

to monitoring,

and enforcing

conservation

easements

durrnq the year ~

In monitoring,

Inspecting,

and enforcing

conservation

easements

durrnq the year ~ $ I Yes INo

_

Does each conservation easement reported 170(h)(4)(B)(I) and 170(h)(4)(B)(II)?

on line 2(d) above satisfy

the requirements

of section

In Part XIV, describe how the organization reports conservation balance sheet, and Include, If applicable, the text of the footnote the organization's accounting for conservation easements

easements In ItS revenue and expense statement, and to the organization's financial statements that describes

IH,ni
la

Organizations Maintaining Collections of Art, Historical Treasures, Complete If the organization answered "Yes" to Form 990, Part IV, line 8,

or Other Similar

Assets.

If the organization elected, as permitted under SFAS 116, not to report In ItS revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education or research In furtherance of public s e rvrc e, provide, In Part XIV, the text of the footnote to ItS financial statements that describes these Items If the organization elected, as permitted under SFAS 116, to report In ItS revenue statement historical treasures, or other similar assets held for public exhibition, education, or research provide the following amounts relating to these Items (i) Revenues Included In Form 990, Part VIII, line 1 and balance sheet works of art, In furtherance of public s e rv rce,

b

~$--------

(ii)Assets 2

Included

In Form 990,

Part X assets for financial

~$-------gain, provide the

If the organization following amounts

received or held works of art, historical treasures, or other similar required to be reported under SFAS 116 relating to these Items In Form 990, Part VIII, line 1

a
b

Revenues Assets

Included

~$-------~$
Cat No 52283D Schedule D (Form 990) 2009

Included

In Form 990,

Part X Act Notice, see the Int ruct ions for Form 990

For Privacy

Act and Paperwork

Reduction

Schedule

D (Form 990)

2009

Page

lilffiin!
3

2

Organizations

Maintaining

Collections
records,

of Art, Historical
check any of the followmq d

Treasures,

or Other Similar Assets
use of ItS collection

(continued)

USing the organization's accession Items (check all that apply)

and other

that are a significant programs

a
b

I I I

PubliC exhibition Scholarly research for future generations collections and explain

I
lather

Loan or exchange

e

c
4

P reservation

Provide a description Part XIV

of the organization's

how they further

the organization's

exempt

purpose

In

5

lilffiiN
1a
b

DUring the year, did the organization solicit or receive donations of art, historical treasures or other assets to be sold to raise funds rather than to be maintained as part of the organization's collection?

similar

I

Yes

INo

Escrow and Custodial Arrangements. Complete If the organization Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
custodian or other Intermediary for contributions table

answered "Yes" to Form 990,
or other assets not

Is the organization an agent, trustee, Included on Form 990, Part X? If "Yes," explain the arrangement

I
and complete the followmq

Yes

INo

In Part XIV

Amount c
d e f 2a b Beginning Additions Distributions Ending balance durmq the year

1c 1d 1e
1f Include an amount on Form 990, Part X, line 21?

durrnq the year

balance

Did the organization If "Yes," explain

I

Yes

INo

the arrangement

In Part XIV

.:£.ll .... 1a
b

Endowment Funds. Complete If the organization
(a)Current Year of year balance 5,386,318 104,942 earnings or losses 703,142 116,462 for facilities 16,791 5,934 6,055,215 percentage of the year end balance ~ % % held as
010

answered "Yes" to Form 990 Part IV line 10.
(b)Pnor Year 6,601,232 103,800 -1,114,922 104,798 83,392 15,602 5,386,318 (c)Two Years Back (d)Three Years Back (e) Four Years Back

Beginning

Contributions Investment Grants

c
d

or scholarships

e
f 9 2

Other expenditures and programs Administrative

expenses

End of year balance Provide the estimated

a
b
C

Board designated Permanent Term

or quasI-endowment ~ 32770% %

endowment ~

endowment

67 150 funds

3a

A re there endowment organization by (i) unrelated

not In the possession

of the organization

that are held and administered

for the

organizations organizations are the related organizations listed as required on Schedule funds R?

I 3a(i)
1

Yes

No
No No

(ii) related
b 4 If "Yes" Describe

3a(ii)
3b

to 3a(II),

In Part XIV the Intended

uses of the organization's

endowment

.:£.ll..".

Investments
DeSCription

Land, Buildings, and Equipment. See Form 990 Part X hne 10.
of Investment (a) Cost or other baSIS(Investment) (b )Cost or other baSIS(other) 1,849,226 19,574,028 9,499,237 (c) Accumulated
depreciation

(d) Book value 1,849,226 10,074,791

1a Land
b BUildings
C

Leasehold

Improvements 3,453,698 5,332,949 (Column (d) should equal Form 990, Part X, column (B), line 10(c).) 2,636,137 3,052,490 817,561 2,280,459 15,022,037

d Equrprne nt e Other Total. Add lines 1a-1e

~

Schedule D (Form 990) 2009

Schedule

D (Form 990)

2009

1:E.Ti.'''.
Financial

Page

3

Investments
(a) Description (Including

Other Securities. See Form 990

Part X hne 12.
value (c) Method of valuation Cost or end-of-year market value

of security or category name of security)

(b)Book

derivatives equity Interests

Closely-held Other

Total. (Column (b) should equal Form 990, Part X, col (8) Ime 12 ) l~iIIl''''~

~
Part X hne 13.
(c) Method of valuation Cost or end-of-year market value

Investments-Program
(a) Description of Investment

Related. See Form 990
type

(b) Book value

Total. (Column (b) should equal Form 990, Part X, col (8) Ime 13 )

~
(b) Book value

.~

•• :tI Other Assets. See Form 990 Part X hne 15.
(a) Description

Total. (Column (b) should

:E.Ti.~.

equal Form 990, Part X, col.(B) line 15.)

~
(b) A mount

Other Liabilities. See Form 990
(a) Description of Liability Taxes FEES

Part X hne 25.

1 Federal Income

ADVANCED ACCRUED

TUITION INTEREST

2,729,715 21,263

Total. (Column (b) should equal Form 990, Part X, col (8) Ime 25 )

~

2,750,978 to the organization's financial statements that reports the organization's

2. Fin 48 Footnote In Part XIV, provide the text of the footnote liability for uncertain tax positions under FIN 48

Schedule D (Form 990) 2009

Schedule

.:£.ll.~'.
1 2 3 4 5 6 7 8 9 10 Total Total

D (Form 990)

2009

Page

4

Reconciliation
revenue expenses (Form 990,

of Change in Net Assets from Form 990 to Financial Statements
Part VIII, column (A), line 12) (A), line 25) 1 2 3 4 5 6 7 8 9 statements Combine lines 3 and 9 10 -231,716 1,093,154 3,527,860 17,294,883 14,860,177 2,434,706 1,324,870 Part IX, column Subtract

(Form 990,

Excess

or (deficit)

for the year (losses)

line 2 from line 1

Net unrealized Donated Investment

gains

on Investments

services

and use of fac rlrtre s

expenses

Prior period adjustments Other Total (Describe adjustments or (deficit) In Part XIV) (net) Add lines 4 - 8

Excess

for the year per financial

I:l";H.~'U Reconciliation
1 2 Total revenue, gains, Amounts Included

of Revenue per Audited Financial Statements
per audited financial statements line 12 2a 2b 2c 2d Part VIII,

With Revenue per Return
1 18,619,753

and other support

on line 1 but not on Form 990,

a
b

Net unrealized Donated

gains on Investments and use of fac rlrtre s

1,324,870

services

c
d

Recoveries Other

of prior year grants In Part XIV)

(Describe

e
3 4

A dd lines 2a throug h 2d Subtract Amounts line 2e from line 1 Included on Form 990, Part VIII, line 12, but not on line 1 Part VIII, line 7b

2e 3

1,324,870 17,294,883

a
b

Investment Other

expenses

not Included

on Form 990,

I

4a 4b

I
4c 5 17,294,883

(Describe

In Part XIV)

c
5

Add II ne s 4a and 4b Total Revenue Add lines 3 and 4c. (This should equal Form 990, Part I, line 12 )

:£.ll.~'''1Reconciliation
1 Total expenses s tate me nts Amounts 2 Included services

°

of Expenses per Audited Financial Statements
per audited financial

With Expenses per Return
15,091,893 1

and losses

on line 1 but not on Form 990, and use of fac rlrtre s

Part IX, line 25 2a 2b 2c

a
b

Donated

Prior year adjustments Other Other losses (Describe In Part XIV)

c
d

2d

231,716 2e 3 231,716 14,860,177

e
3 4

A dd lines 2a throug h 2d Subtract Amounts line 2e from line 1 Included on Form 990, Part IX, line 25, but not on line 1: on Form 990, Part VIII, line 7b

a
b

Investment Other

expenses

not Included

I

4a 4b

I
4c 5 14,860,177

(Describe

In Part XIV)

c
5

Add II ne s 4a and 4b Total expenses Add lines 3 and 4c. (This should equal Form 990, Part I, line 18 )

°

.:£.ll.:,,'.

Supplemental

Information

Com pie t e t his part top ro v Ide the des c n pt Ion s re qUI re d fo r Part I I, line s 3, 5, and 9, Part I II, line s 1 a and 4, Part IV , II ne s 1 ban d 2 b , Part V , II ne 4, Part X, Part X I, line 8, Part XI I, line s 2 dan d 4 b , and Part XI II, line s 2 dan d 4 b A Iso com pie t e t his part top ro v Ide any additional Information

I

Identifier Adjus trne nts

Ret urn Reference Interest rate swaps

Explanat ion -231716 RATE SWA PS Schedule D Form 990 2009

I

Part XI, Line 8 - Other

UN REA LIZED

La SS a N INTEREST

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493019003031
OMB No 1545-0047

SCHEDULE

E
"Complete if the organization

(Form 990 or 990-EZ)
Department theTreasury of Internal evenue R Service
Name of the organizat ion ST ANDREW·S EPISCOPAL SCHOOL

Schools
answered "Yes" to Form 990, Part IV, line 13, or Form 990-EZ, Part VI, line 48. .. Attach to Form 990 or Form 990-EZ. Employer

2009
Open to Public Inspection identification number YES

64-0324405 NO

1

Does other

the organization governing

have

a racially

nondiscriminatory

policy

toward body?

students

by statement

In ItS charter,

bylaws, 1 Yes

Instrument, Include

or In a resolution a statement written

of ItS governing of ItS racially

2

Does

the organization catalogues,

nondiscriminatory with the public

policy dealing

toward with

students

In all ItS 2 Yes

brochures, programs, 3

and other

communications

student

admissions,

and scholarships? publicized known ItS racially to all parts nondiscriminatory the registration community of the general policy period through It serves? newspaper If "Yes," or broadcast program, describe please media durmq

Has the organization the period that makes please of solicitation the policy

for students,

or durmq

If It has no solicitation

In a way If "No," 3 Yes

explain

4

Does

the organization Indicating documenting

maintain the racial that

the following? composition of the student and other financial body, faculty, and administrative are awarded staff? nondiscriminatory 4b Yes 4a Yes

a Records
b Records b as is
?

scholarships

assistance

on a racially

c Copies
d Copies

of all catalogues, admissions,

brochures, programs, used

announcements, and scholarships?

and other

written

communications

to the public

dealing 4c Yes Yes

with student

of all material "No"

by the organization

or on ItS behalf explain

to solicit

contributions? space, use Schedule 0 (Form 990)

4d

If you answered

to any of the above,

please

If you need more

5

Does

the organization rights

discriminate

by race

In any way with

respect

to
Sa

a Students'
b Admissions

or privileges?

No No No No No No No No

policies? offaculty or other policies? or administrative financial assistance? staff?

5b 5c 5d

c Employment
d Scholarships

e Educational
fUse

5e
Sf

of fac rlrtie s ? programs? extracurricular "Yes" activities? to any of the above, please explain If you need more space, use Schedule 0 (Form 990)

9 Athletic h Other

5g 5h

If you answered

6a Does

the orga ruzation "Yes"

rec e rv e any fma nc i a I a rd or as s ISta nc e from right to such aid ever been revoked to either certify line 6a or line 6b, explain It has compiled covering C B 587, racial

a gove rnme nta I age nc 0 (Form requirements If"No," 990)

v?

6a 6b

No No

b Has the organization's If you answered 7 Does of Rev 990)
For Privac

or suspended? on Schedule

the organization Proc

that

with the applicable

of sections explain

4 01 through

405 7 Yes
2009

75-50,1975-2

nondiscrimination?
for Form 990.

on Schedule

0 (Form

Act and Pa erwork

Reduction

Act Notice,

see the Instructions

Cat No 50085D

Schedule

E Form 990 or 990-EZ

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493019003031
OMB No 1545-0047

Schedule J
(Form 990)

Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees ~ Complete if the organization answered "Yes" to Form 990, Part IV, question 23. ~ Attach to Form 990. ~ See separate instructions.

2009
Open to Public Inspection
number

DepartmenttheTreasury of Internal Revenue ervice S Name of the organizat ion
ST ANDREW'S EPISCOPAL SCHOOL

Employer identification 64-0324405

uestions Re
Yes No

la

Check the ap p ro prat e box(es) If the organization provided any of the following to or for a person listed In Form 990, Part VII, Section A, line la Complete Part III to provide any relevant Information regarding these Items

I I I I
b 2

First-class Travel Tax

or charter

travel payments

for companions

i d e rnruftc

atto n and gross-up
spending account

Discretionary

I I I I

Housing Payments Health Personal

allowance or social services

or residence

for personal fees chef)

use

for business

use of personal

residence

club dues or Initiation (e g , maid, chauffeur,

If any of the boxes In line la are checked, did the organization follow a written policy regarding payment reimbursement o rpro v ts ro n of all the expenses described above? If "No," complete Part III to explain Did the organization require officers, directors, trustees, substantiation prior to reimbursing or allowing expenses Incurred by all and the CEO/Executive Director, regarding the Items checked In line i a>

or lb 2

3

Indicate whrc h, If any, of the following the organization uses to establish organization's CEO/Executive Director Check all that apply

the compensation contract study

of the

I I I
4

Compensation Independent Form 990

committee compensation consultant organizations listed In Form 990,

of other

I I I
Part VII,

Written A pproval Section

employment

Compensation

surveyor

by the board or compensation A, line la with respect

committee organization

DUring the year, did any person or a related organization

to the filing

a
b

Receive Participate Participate If "Yes"

a severance

payment

or change-of-control

payment? nonquahfre d retirement plan?

4a 4b 4c

No No No

In, or receive In, or receive

payment payment

from, a supplemental from, an equity-based and provide

c

compensation the applicable

arrangement? amounts for each Item In Part III

to any of lines 4a-c, and 501(c)(4)

list the persons

Only 501(c)(3) 5

organizations only must complete lines 5-9. A, line la, did the organization payor accrue any

For persons listed In form 990, Part VII, Section compensation contingent on the revenues of

a
b

The organization? A ny related If "Yes," organization? In Part III A, line la, did the organization payor accrue any

Sa 5b

No No

to line 5a or 5b, describe

6

For persons listed In form 990, Part VII, Section compensation contingent on the net earnings of

a
b

The organization? A ny related If "Yes," organization? In Part III provide any non-fixed

6a 6b

No No

to line 6a or 6b, describe

7 8

For persons listed In Form 990, Part VII, Section A, line la, did the organization payments not described In lines 5 and 6? If "Yes," describe In Part III Were any amounts reported In Form 990, Part VII, paid or accured subject to the Initial contract exception described In Regs section In Part III If "Yes" to line 8, did the organization section 53 4958-6(c)? also follow the rebuttable

7

No

pursuant to a contract that was 53 4958-4(a)(3)? If "Yes," describe 8 procedure described Cat No In Regulations 9 50053T Schedule J Form 990 2009 No

9

presumption

For Privac

Act and Pa erwork Reduction Act Notice see the Int ruct ions for Form 990

Schedule

J (Form 990)

2009

Imii.

Page

2

Officers,

Directors,

Trustees,

Key Employees,

and Highest Compensated

Employees.

Use Schedule J-1 If additional space needed.
organizations, described In the

For each Individual whose compensation must be reported In Schedule J, report compensation Instructions on row (II) 00 not list any Individuals that are not listed on Form 990, Part VII Note. The sum of columns (A) Name (B)(I)-(III) must equal the applicable (8) Breakdown ofW-2 column and/or (0) or column 1099-MISC

from the organization

on row (I) and from related

(E) amounts compensation (iii) Other reportable compensation

on Form 990,

Part VII,

line 1a (0) Nontaxable be nefits (E) Total of columns (B)(I)-(O) (F) Compensation reported In prior Form 990 or Form 990- EZ 0 0

(i) Base compensation George Penick (I) (II) 185,400 0

(ii) Bonus & Incentive compensation 0 0

(C) Retirement and other deferred compensation 0 0 25,500 0

0 0

210,900 0

Schedule J (Form 990) 2009

Schedule

J (Form 990)

2009

lilMiOM
Complete Identifier

Page

3

Supplemental Information
the Information, explanation, or descriptions required for Part I, lines Explanat ion la, 1 b, 4c, Sa, Sb, 6a, 6b, 7, and 8 A Iso complete this part for any additional Information

this part to provide Return Reference

Schedule J (Form 990) 2009

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493019003031
OMB No 1545-0047

Schedule K (Form 990)
Department of the Treasury Internal Revenue Service Name of the organization ST ANDREW'S EPISCOPAL

Supplemental Information on Tax Exempt Bonds
~ Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions, explanations, and any additional information in Schedule 0 (Form 990). ~ Attach to Form 990. ~ See separate instructions.

2009
Open to Public Inspection Employer identification number 64-0324405 (h) 0 n Behalf of Iss ue r Yes No

SCHOOL

Bond Issues
(a) Issuer Name

(b) Issuer

EIN

(c) CUSIP

#

(d) Date Issued

(e) Issue

Price

(f) Description

of Purpose

(g) Defeased Yes No

A

THE MISSISSIPPI BUSINESS FINANCE CORPORATION

07-01-2000

3,820,000

x

x

Proceeds
A 1 2 3 4 5 6 7 8 Total proceeds of Issue re s e rv e fu nd s B C D E

G ro ssp ro c e e d sin

P roc eeds In refund Ing or defeas a nc e es crows Other unspent proceeds

Iss ua nc e cos ts from proc eeds Working capital expenditures from proceeds

C a pita I ex pe nd iture s from proc eeds Year of substantial completion Yes No Yes No Yes No Yes No Yes No

9 10 11 12

Were the bonds Were the bonds

Issued Issued

as part of a current

refunding

Issue? Issue?

as part of an advance of proceeds

refunding

H as the final allocation

been made? books and records to support the

Does the organization maintain f na I a Iloc ation of proc e e ds ?

adequate

Private Business Use
A Yes 1 2 Was the organization which owned property a partner financed In a partnership, or a member by tax-exempt bonds? to the financed of an LLC, property Cat No S0193E Schedule K (Form 990) 2009 No Yes B No Yes C No Yes D No Yes E No

A re there any lease arrangements with respect whic h may res ult In private bus Ines s us e?

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

1:£.ll."11
3a 3b 3c

Schedule

K (Form 990)

2009

Page A Yes B C D E

2

Private

Business Use (Continued) No
Yes

No

Yes

No

Yes

No

Yes

No

A re there any management or service contracts with respect f na nc ed prope rty whic h may res ult In private bus Ines s us e?

to the

A re the re a ny res ea rc h ag ree me nts with res pect to the f na nc ed prope rty whic h may res ult In private bus Ines s us e? Does the organization routinely engage bond counselor counsel to review any management or service contracts agreements relating to the financed property? Enter the percentage of fmanc e d property by entities other than a section 501 (c)(3) government other outside or research

4

used In a private business use organization or a state or local

...

5

Enter the percentage of fmanc e d property used In a private business use as a result of unrelated trade or business activity carned on by your organization, another section 501(c)(3) organization, or a state or local government

...

6 7

Total

of lines 4 and 5

.:£.ll.,' ..
1

Has the organization adopted management practices and procedures to ensure the post-Issuance compliance of ItS tax-exempt bond liabilities?

Arbitrage
A Yes B C D E

No

Yes

No

Yes

No

Yes

No

Yes

No

Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty In Lieu of A rb itr aqe Rebate, been filed with respect to the bond Issue?

2 3a

Is the bond Issue a variable

rate Issue? a

Has the organization or the governmental Issuer Identified hedge with respect to the bond Issue on ItS books and rec o rd s ?

b

Name of provider Term of hedge proceeds Invested In a GIC?

c
4a b

Were gross

Name of provider Term of GIC for establishing the fair market

c
d

Was the regulatory safe harbor value of the GIC satisfied? Were any gross proceeds temporary period? Did the bond Issue qualify

5

Invested

beyond

an available

6

for an exception

to rebate?

Schedule K (Form 990) 2009

SCHEDULEM (Form 990)

NonCash Contributions
..Complete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30. .. Attach to Form 990.
Employer 64-0324405

2009
Open to Public Inspection
identification number

DepartmenttheTreasury of Internal Revenue ervice S Name of the organization
ST ANDREW'S EPISCOPAL SCHOOL

(a) Check If p p hc able 1 2 3 4 5 6 7 8 9 10 11 12 13 Art-Works A rt-H A rt=-Fr-ac Books Clothing goods Boats of art ttc nal Interests IStorte a I treas ures and publications and household vehicles • traded held stock LLC,

(b) N umber of Contributions

(e) Revenues reported Form 990, Part VIII, 19

on line

Method

(d) of determining revenues

Cars and other Intellectual

and planes

property

Securities-Publicly Securities-Closely Securities-Partnership, or trust Interests

Se c unt res=-M i s c e ll ane ous Qualified conservation c ontnbutron=H IStOriC structures Qualified conservation c ontnbutron=O ther Real estate-Residential Real estate-Commercial Real estate-Other C o lle c n bles Food Inventory Drugs and medical artifacts specimens ) ) ) ) 29 Yes No supplies Taxidermy Historical SCientific Other Other Other Other .. ( .. ( .. ( .. (

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29

A rc he o lo qrc al artifacts

N umber of Forms 8283 received by the organization durmq the tax year for contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgement DUring the year, did the organization must hold for at least three for exempt b If "Yes," purposes describe years receive by contribution any property contribution, reported and which In Part I, lines IS not required

30a

1-28

that

It

from the date of the Initial holding period?

to be used 30a No

for the entire

the arrangement

In Part II policy that requires the review of any non-standard contributions? 31 No

31 32a

Does the organization Does the organization contributions? b If "Yes," describe

have a gift acceptance hire or use third parties

or related

organizations

to s ohc rt, process,

or sell non-cash 32a No

In Part II did not re port reve nues Inc 01 umn (c) for a ty pe of prope rty for whic h col umn (a) IS c hec ked,

33

If the orga ruzation describe In Part II

For Privac

Act and Pa erwork

Reduction

Act Notice, see the Instructions

for Form 990.

Cat No 51227J

Schedule M

Form 990

2009

_:mi'.

Schedule M (Form 990) 2009

Page 2

Supplemental Information. Complete this part to provide the information required by Part I, lines 30b, 32b, and 33. Also complete this part for any additional information.

Schedule M (Form 990) 2009

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493019003031
OMB No 1545-0047

SCHEDULE 0
(Form 990)
Department of the Treasury Internal Revenue Service

Supplemental Information to Form 990
Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. ~ Attach to Form 990.

2009
Open to Public Inspection
number

Name of the organizat ion
ST ANDREW'S EPISCOPAL SCHOOL

Employer identification 64-0324405

Identifier Form 990, Part V I, Section A, line 2

Return Reference

Explanation SOME OF THE BOARD MEMBERS WORK IN THE SAME LAW FIRM

For Paperwork

Reducbon Act Nobce, see the Instrucbons

for Form 990

Cat

No

51056K

Sc hedule 0 (Form 990) 2009

Identifier

Return Reference

Explanation

Form 990, Part VI, Section A, line 7a

THE HEAD OF SCHOOL IS SELECTED BY THE BOARD OF TRUSTEES THE BOARD OF TRUSTEES IS ELECTED BY THE CORPORA TION OF ST ANDREW'S EPISCOPAL SCHOOL THE CORPORA TION INCLUDES THE ELECTED BOARD OF TRUSTEES AND NON-TRUSTEE MEMBERS ELECTED BY THE VESTRY OF ST ANDREW'S CATHEDRAL

Identifier

Return Reference

Explanation

Form 990, Part V I, Section B, line 11

A COPY OF FORM 990 IS ON FILE IN THE OFFICE OF THE HEAD OF FINANCE AND ADMININSTRA TION FOR REVIEW BY THE BOARD THE BOARD RECEIVES AND REVIEWS THEANNUAL AUDITED FINANCIALS PRIOR TO ADOPTION

Identifier

Return Reference

Explanation

Form 990, Part V I, Section B, line 12c

THE HEAD OF FINANCE AND ADMINISTRA TION IS RESPONSIBLE FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICIES ALL SERVICES ARE BID OUT A BOARD MEMBER COULD OBTAIN A CONTRACT IF THEY ARE THE LOWEST BIDDER

Identifier

Return Reference

Explanation

Form 990, Part V I, Section B, line 15a

THE BOARD OF TRUSTEES SET THE SALARY FOR THE HEAD OF SCHOOL ALL OTHER SALARIES ARE DETERMINED BY THE HEAD OF SCHOOL

Identifier

Return Reference

Explanation

Form 990, Part V I, Section C, line 19

ST ANDREWS IS A PRIVATE SCHOOL SO GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADEAVAILABLE TO THE GENERAL PUBLIC THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES AND FINANCIAL STATEMENTS AREAVAILABLE TO THE MEMBERSHIP

Identifier

Return Reference

Explanation

FORM 990 PART XI, LlNE2C

THE ORGANIZATION HAS A COMMITIEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT FOR THE AUIDT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENTACCOUNTANT THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEAR

Additional Data

Softwa re ID: Software Version: EIN: Name: 64-0324405 ST ANDREW'S EPISCOPAL SCHOOL

Form 990, Part VII - Compensation of Officers, Directors,Trustees, Compensated Employees, and Independent Contractors
(A) Name and Title (8) Average hours per week (e) Position (check that apply) all

Key Employees,

Highest
(F) Estimated amount of other compensation from the organization and related organizations

(D) Reportable compensation from the organization (W2/1099-MISC)

(E) Reportable compensation from related organizations (W- 2/1099MISC)

Bill Bynum Trustee Patty Peck Christie Trustee Wayne Drinkwater Trustee Haley Frs a c k e rlv Trustee Wesley Trustee GOings ar

o o o o o o o o o
McRae

00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00

x x x x x x x x x x x x x x x x x x x x x x x x x

o o o o o o o o o o o o o o o o o o o o
92,000 82,400 80,000 72,975 185,400

o o o o o o o o o o o o o o o o o o o o o o o o o

o o o o o o o o o o o o o o o o o o o o
4,600 4,944

Avmas h Gularuk Trustee Terri Hudson Trustee Margaret Trustee McLarty

Lyn McMillin Trustee Nora Frances Trustee Mary Mills Trustee Wilson Montjoy Trustee Cooper Trustee Bill Ray Trustee Vonda Reeves-Darby Trustee Stephanie Trustee Stewart Trustee Jasmine Trustee Scott MOrrison

o o o o o o o o o o o
AND ADMI

Speed Taylor

Anne Trav rs Trustee Tommy Trustee Williams

Kevin l.e wts HEAD OF FINANCE

40 00 40 00 40 00 40 00 40 00

Rebecca Collins Dire c to r of 0 ff c e of I n DeWayne Cupples Director of Athletics Chris Harth Director of Global George Penick Head of School Studt

o
3,649 25,500

Form 990, Part VIII

- Statement

of Revenue - 2a - 2g Program Service Revenue (A) Total Revenue Business Code (B) Related or Exempt Function Revenue 12,690,857 131,814 99,837 57,825 55,311 (C) Unrelated Business Revenue (D) Revenue Excluded from Tax under IRC 512, 513, or 514

TUITION EXTENDED TUITION CARE INTEREST FEE

611,710 611,710 611,710 611,710 611,710

12,690,857 131,814 99,837 57,825 55,311

TECHNOLOGY SUMMBER

CAMP

Form 990, Part IX - Statement

of Functional Expenses - 24a - 24e Other Expenses
(A) Total expenses (8) Program service expenses 1,241,262 442,122 382,669 218,087 80,400 7,923 19,974 1,132 118,947 (e) Management and general expenses 15,366 19,104 2,729 (D) Fundraising expenses

Do not include amounts reported on line 6b, Bb, 9b, and lOb of Part VIII.
FINANCIAL UTILITIES ANNUAL REPAIRS FUND AND EXPENSE MAINTENANCE AID

1,256,628 463,955 382,669 227,142 219,321

MISCELLANEOUS

Sign up to vote on this title
UsefulNot useful