2023-11-03T16:00:10-05:00 2023-06-30 251637458 LOUIS PLUNG & COMPANY LLP 420 FT DUQUESNE BLVD STE 1900 PITTSBURGH PA 15222 990 2022-07-01 251030682 ST EDMUND'S ACADEMY STED 4125211907 5705 DARLINGTON ROAD PITTSBURGH PA 152171511 BRYSON DATT BOARD CHAIR 4125211907 2023-10-31 1 BRYSON DATT 999009999 0 LINDSAY ANDREWS P01332714 4122818771 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAUL CHAD BARNETT 5705 DARLINGTON ROAD PITTSBURGH PA 15217 8925943 0 X WWW.STEDMUNDS.NET X 1948 PA A SCHOOL PROVIDING EDUCATION TO PRESCHOOL TO 8TH GRADE STUDENTS 17 17 92 20 0 0 1718137 387269 6304923 6857666 428826 177979 25283 67053 8477169 7489967 1294795 1336529 0 0 4164774 4824739 0 0 266816 1687399 1890733 7146968 8052001 1330201 -562034 17718123 17607728 2158859 2160852 15559264 15446876 A SCHOOL PROVIDING EDUCATION TO PRESCHOOL TO 8TH GRADE STUDENTS 0 0 3299741 6857666 INSTITUTIONAL INSTRUCTION AND RELATED ACTIVITIES TO APPROXIMATELY 309 STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH EIGHTH GRADE. 1336529 1336529 FINANCIAL AID TO APPROXIMATELY 105 STUDENTS. 1148367 MAINTENANCE OF PLANT FACILITIES. 5784637 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 92 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DIANA MCALLISTER 4125211907 ST EDMUNDS ACADEMY 5705 DARLINGTON PITTSBURGH PA 152171511 JENNIFER PARRY BIRD VICE CHAIR 3.00 X X 0 0 0 BRYSON DATT BOARD CHAIR 3.00 X X 0 0 0 ALEXANDER DICK TRUSTEE 3.00 X 0 0 0 CHARLES FISCHER SECRETARY 3.00 X X 0 0 0 EDWARD HALLER TRUSTEE 3.00 X 0 0 0 WILLIAM HALLETT TRUSTEE 3.00 X 0 0 0 RICHARD HEPPPNER TRUSTEE 3.00 X 0 0 0 STEFFANIE JASPER VICE CHAIR 3.00 X X 0 0 0 BRENT JERNIGAN TRUSTEE 3.00 X 0 0 0 CRAIG MAURO TREASURER 3.00 X X 0 0 0 DAVID NICHOLSON PAST BOARD CHAIR 3.00 X 0 0 0 DANA SCHULTZ TRUSTEE 3.00 X 0 0 0 BARBARA DOOLITTLE TRUSTEE 3.00 X 0 0 0 EUN JUNG PARK TRUSTEE 3.00 X 0 0 0 JALILA JEFFERSON-BULLOCK TRUSTEE 3.00 X 0 0 0 MEGAN KAVANAUGH TRUSTEE 3.00 X 0 0 0 NATALIA ZACIPA MEJIA TRUSTEE 3.00 X 0 0 0 RACHEL AMANKULOR PAST TRUSTEE 3.00 X 0 0 0 ALYSSA COWAN PAST TRUSTEE 3.00 X 0 0 0 PAUL CHAD BARNETT HEAD OF SCHOOL 40.00 X 301398 0 26509 DIANA MCALLISTER DIRECTOR OF FINANCE 40.00 X 160706 0 17279 SUSAN MILLER DIRECTOR OF EARLY CHILDHOO 40.00 X 118946 0 14525 MEGHAN BOLLENS DIRECTOR OF ADVANCEMENT 40.00 X 115869 0 14379 RYAN GASSAWAY DIRECTOR OF UPPER SCHOOL 40.00 X 110132 0 18526 ROBYN BRACCO DIRECTOR OF ADMISSIONS 40.00 X 102697 0 7053 909748 0 98271 6 0 1 0 METZ CULINARY MANAGEMENT TWO WOODLAND DRIVE DALLAS PA 18612 FOOD SERVICE PROVIDER 153626 1 16415 370854 387269 TUITION AND AUXILIARY SERVICE 611110 6857666 6857666 6857666 252672 252672 21220 0 21220 21220 21220 1340491 1415184 -74693 -74693 -74693 11777 16415 20792 -9015 -9015 MISCELLANEOUS 611110 54848 54848 54848 7489967 6837821 0 264877 1336529 1336529 4086943 2451167 1463403 172373 145851 71268 65485 9098 291525 204741 68482 18302 300420 188342 98892 13186 9761 9761 41945 41945 79481 79481 27741 26960 781 227041 161716 56528 8797 128254 128254 294922 294922 14653 13128 1525 25294 25294 454967 454967 50849 50849 ACTIVITIES 211020 177524 10107 23389 SPECIAL PROGRAMS 126357 126357 MISCELLANEOUS 117768 18899 77979 20890 PTA 43672 43672 37008 37008 8052001 5784637 2000548 266816 1827200 2812737 73716 33336 1153511 42387 48258 18756686 9319762 9631832 9436924 4989477 5107313 0 169160 17718123 17607728 573095 585218 619701 496719 945380 1058400 20683 20515 2158859 2160852 X 10368889 10282512 5190375 5164364 15559264 15446876 17718123 17607728 X -562034 428854 20792 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4164952 371706 131910 102017 4302731 5205991 -815847 127046 98146 4164952 4329653 10000 1122334 144260 111736 5205991 4459518 47600 112830 157236 133056 4329653 4465047 10250 260881 -152944 -123716 4459518 0 0 1994947 1994947 13088952 6017477 7071475 176544 120320 56224 3463533 3149255 314278 32710 32710 0 9436924 AGENCY ACCOUNTS 20515 20515 X 6603084 428854 20792 449646 6153438 1336529 1336529 7489967 8052001 0 8052001 0 8052001 PART X, LINE 2: INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ACADEMY HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE. THE ACADEMY BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ACADEMY'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ACADEMY HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2023 AND 2022. THE ACADEMY'S POLICY IS TO CLASSIFY ANY INCOME TAX RELATED INTEREST AND PENALTIES TO INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 20,792. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,336,529. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL ADVERTISING AND PUBLIC RELATIONS MATERIAL STATE THE SCHOOL'S POLICY OF NON DISCRIMINATION SCHEDULE E, PART I, LINE 6 ST. EDMUND'S ACADEMY PARTICIPATES IN THE PURCHASE AND LOAN OF TEXTBOOKS AND INSTRUCTIONAL MATERIALS UNDER COMMONWEALTH OF PENNSYLVANIA ACTS 90 AND 195. THE SCHOOL RECEIVES GRANTS AND EDUCATIONAL MATERIALS UNDER THESE PROGRAMS. GREAT EVENT 28192 16415 11777 20792 0 28192 16415 11777 20792 20792 -9015 1 FINANCIAL AID TO ST EDMUND'S STUDENTS 105 1336529 PART I, LINE 2: THE SCHOOL MAINTAINS DETAILED RECORDS OF THE CRITERIA USED TO AWARD FINANCIAL AID TO STUDENTS ALONG WITH THE AWARD AMOUNT. X X 0 0 0 0 0 0 0 0 0 PAUL CHAD BARNETT HEAD OF SCHOOL 301398 0 0 0 0 0 18084 0 8425 0 327907 0 0 0 DIANA MCALLISTER DIRECTOR OF FINANCE 160706 0 0 0 0 0 9642 0 7637 0 177985 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS REVIEWED ONLY BY THE EXECUTIVE COMMITTEE, WHICH IS A SUBCOMMITTEE OF THE BOARD OF TRUSTEES, PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AND MORE FREQUENTLY IN THE EVENT OF CHANGES IN SAID STATEMENT, ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A WRITTEN CONFILICT OF INTEREST DISCLOSURE STATEMENT. DETERMINATIONS OF WHETHER A CONFLICT EXISTS ARE MADE BY THE BOARD CHAIRPERSON. ACTUAL CONFLICTS ARE REVIEWED BY THE FULL BOARD, WHICH MAY IN ITS DISCRETION IMPOSE APPROPRIATE RESTRICTIONS ON PERSONS WITH A CONFLICT, INCLUDING BUT NOT LIMITED TO PROHIBITIONS ON PARTICPATING IN BOARD DELIBERATIONS AND VOTING ON MATTERS THAT COULD FURTHER ANY SUCH BUSINESS RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL ST. EDMUND'S ACADEMY BOARD OF TRUSTEES HAS ESTABLISHED A POLICY OF IMMEDIATE SANCTIONS THAT ENSURES THAT COMPENSATION TO THE HEAD OF SCHOOL IS REASONABLE AND DOES NOT CONSTITUTE AN EXCESS BENEFIT TRANSACTION. FACTORS THAT ARE CONSIDERED WHEN DETERMINING REASONABLE COMPENSATION INCLUDE COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA OF THE SCHOOL, CURRENT COMPENSATION SURVEYS SUCH AS PUBLISHED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, AND ACTUAL WRITTEN OFFERS FROM SIMILAR SCHOOLS COMPETING FOR THE SAME SERVICES. FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS THE PROCESS FOR OFFICERS OR KEY EMPLOYEES IS THE SAME AS FOR THE TOP OFFICIAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: FUNDRAISING EXPENSES 20,792. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS AND THE SELECTION PROCESS HAVE NOT CHANGED.