2024-05-08T15:09:53-04:00 2023-06-30 990 2022-07-01 560532314 SAINT MARYS SCHOOL % Adam Holden SAIN 9194244128 900 HILLSBOROUGH ST RALEIGH NC 276031610 Adam Holden Head of School 2024-05-08 2022 2023-04-26 12:10:37Z Adam Holden 900 HILLSBOROUGH ST RALEIGH NC 276031610 27984763 false X www.sms.edu X 1897 NC Saint Mary's School in Raleigh North Carolina is an independent college-preparatory girls boarding and day school dedicated to academic excellence and personal achievement for grades 9 - 12. 24 24 211 400 229050 70469 18862803 4318191 13620533 14797722 2068610 800556 1478400 0 36030346 19916469 2726250 2881900 0 0 8682995 9191573 10950 22371 1386987 7403888 8755429 18824083 20851273 17206263 -934804 84583083 90279167 9835657 14150389 74747426 76128778 Saint Mary's School in Raleigh North Carolina is an independent college-preparatory girls boarding and day school dedicated to academic excellence and personal achievement for grades 9 - 12. false false 13171963 2881900 14797722 Educational activities support and aid for approximately 300 students including a boarding program for students and faculty who so choose as well as other auxiliary services to further academic achievement. 0 0 0 0 0 0 0 0 0 13171963 true true false false false false false false false true true false false false true false true false true false false true true true false false false false true true false false false false false false false true true false false false true false false false false true 113 0 true 211 true true true false false false false true true false 0 false false false false false X 24 24 false false false false false false false true true false false true true true true true true true true false X Michelle Lammon 9194244128 900 Hillsborough Street Raleigh NC 27603 Carol Meyers Head of School 40.00 0.00 X X 295071 0 47036 Adam Holden Head of School 40.00 0.00 X 90087 0 32735 Julie Ricciardi Assoc Head of School Institutional Advancement 40.00 0.00 X 183626 0 32088 Michelle Lammon Chief Financial Operations Officer 40.00 0.00 X 154932 0 6948 Robert Weltz Director of Athletics 40.00 0.00 X X 116203 0 39513 Terence Wright Director of Planned Giving 40.00 0.00 X 129684 0 13829 Elizabeth M Roberts Chair 4.50 0.00 X 0 0 0 Merritt Atkins Vice Chair 2.87 0.00 X 0 0 0 Julian Williamson Secretary 0.94 0.00 X 0 0 0 Jean Redding Treasurer 1.13 0.00 X 0 0 0 Diane Becton Trustee 0.75 0.00 X 0 0 0 Martin M Borden Trustee 1.13 0.00 X 0 0 0 Peter Bristow Trustee 0.75 0.00 X 0 0 0 April Browne Trustee 1.13 0.00 X 0 0 0 Hope Carmichael Trustee 0.75 0.00 X 0 0 0 Tiffany Clark Trustee 0.75 0.00 X 0 0 0 Elizabeth Dixon Trustee 0.75 0.00 X 0 0 0 Lucy V Fountain Trustee 0.75 0.00 X 0 0 0 Palmer Garson Trustee 1.13 0.00 X 0 0 0 Earl Johnson III Trustee 0.75 0.00 X 0 0 0 Jane Marley Trustee 0.75 0.00 X 0 0 0 Sheila McLamb Trustee 0.75 0.00 X 0 0 0 Janie Swain Molster Trustee 0.75 0.00 X 0 0 0 Sallie Sabiston Pelletier Trustee 0.75 0.00 X 0 0 0 Susan Rankin Trustee 0.75 0.00 X 0 0 0 Will Rideout Trustee 0.75 0.00 X 0 0 0 D Ward Russell Trustee 1.13 0.00 X 0 0 0 Charles A Sanders Trustee 0.75 0.00 X 0 0 0 Maura Moylan Sullivan Trustee 0.75 0.00 X 0 0 0 Heather Clark Warren Trustee 0.75 0.00 X 0 0 0 969603 0 172149 5 true true false FLIK Independent School Services PO Box 417632 Boston MA 02241 Food and dining services 1618937 CJMW Architect 1838 Wake Forest Road Raleigh NC 27608 Theater renovations 668190 Baker Roofing PO Box 26057 Raleigh NC 27611 Roof replacement 342921 Leading Authorities 1725 I Street NW Suite 200 Washington DC 20006 Speakers bureau 175085 Active Internet Technologies 655 Winding Brook Drive Suite 10 Glastonbury CT 060334398 Website development 153145 0 0 0 0 0 4318191 697900 4318191 Tuition and Fees 900099 14370595 14370595 0 0 Housing 900099 229050 0 229050 0 Student Store 900099 69127 69127 0 0 Sports Other Camps 900099 128950 128950 0 0 0 0 0 0 0 0 0 0 14797722 899874 0 0 899874 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7968976 0 8068294 0 -99318 0 -99318 0 0 -99318 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19916469 14568672 229050 800556 0 0 2555950 2555950 325950 325950 0 0 994228 0 994228 0 0 0 0 0 6559885 3846510 2070642 642733 264737 206166 37954 20617 834556 558510 198714 77332 538167 284691 205398 48078 0 0 0 0 61312 24525 36787 0 108493 43397 65096 0 0 0 0 0 22371 22371 135541 0 135541 0 1064977 347710 596624 120643 310489 76832 222541 11116 863887 242718 474271 146898 549280 483643 50856 14781 0 0 0 0 762068 685829 76197 42 121567 91371 22402 7794 0 0 0 0 91853 39523 34268 18062 100184 0 100184 0 0 0 0 0 1532796 1379516 153280 0 0 0 0 0 Other Food Service and Meals 1897750 1655869 39712 202169 Other Repairs and Replacements 604578 123519 480895 164 Other Program Expenses 368874 186847 130849 51178 Buildings and Grounds Maintenance 140355 265 140090 0 41425 12622 25794 3009 20851273 13171963 6292323 1386987 0 0 0 0 1420 1420 9099774 6528572 2926000 2957922 32395 62446 0 0 0 0 0 0 54350 45954 120561 835303 47814596 22225927 25343078 25588669 45541173 52525466 1010553 466312 0 0 0 0 453779 1267103 84583083 90279167 611651 567524 0 0 414445 598690 0 0 0 0 0 0 4938996 6940347 0 0 3870565 6043828 9835657 14150389 X 18578430 18082111 56168996 58046667 74747426 76128778 84583083 90279167 -934804 2242723 0 0 0 73433 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30598846 461906 3008731 861764 515401 135541 32556777 28714580 1823741 1353954 699483 436620 157326 30598846 26820791 953240 2036184 615742 353327 126566 28714580 25296459 1424279 967744 465286 289425 112980 26820791 23977472 1253795 1055726 527151 352476 110907 25296459 0 1 0 false false 0 217476 217476 0 39046472 18071050 20975422 0 0 0 0 0 2306039 2050954 255085 0 6244609 2103923 4140686 25588669 Prepaid Tuition and Other Deposits 5210491 Operating Lease Liabilities 833337 6043828 19141746 2242718 0 0 -2881900 -639182 19780928 135541 0 135541 19916469 17760394 0 0 0 -2881900 -2881900 20642294 135541 73438 208979 20851273 Part V, line 4 Endowment funds may be restricted to a purpose designated by the donors that is consistent with the School's mission goals and programs subject to the approval of the Board of Trustees. When the donors does not restrict the use of a named fund the Head of School and the Board Chair have discretion in allocating those funds. Uses of funds include: financial aid building maintenance faculty development and student support services. Part XI, line 2d Scholarships and Financial Aid decreased revenue by $2,881,900. Part XII, line 2d Scholarships and Financial Aid increased expenses by $2,881,900. Part XII, line 4b Officer housing and utility benefits totaling $73,438. true true true true true true true false false false false false false false false false false true Part I | PartandLinenumber:,Explanation:| Part1Line3,Saint Mary's School does not discriminate on the basis of race color national or ethnic origin religion mental or physical disability or any other status protected by applicable law in the administration of its educational admission financial aid athletic and other policies and programs. Saint Mary's does not discriminate against qualified students of any race color national or ethnic origin religion or mental or physical disability in providing rights privileges and activities generally accorded or made available to students at the School. This statement is included in advertising in local regional magazines on admission materials in the School's biannual magazine and on the School's website.| Financial Aid North America 1 44850 Reduced tuition Financial Aid Sub-Saharan Africa 3 165550 Reduced tuition Financial Aid East Asia and the Pacific 3 115550 Reduced tuition false false false false false false X Wilson-Bennett Technology 3053 Hwy 367 North Suite C Austin AR 72007 Phone solicitations for Annual Fund false 23543 22371 1172 23543 22371 1172 AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA PR RI SC SD TN TX UT VT VA WA WV WI WY true Scholarship - Need-based 70 1828950 0 FMV Not applicable Scholarship - Merit 49 663800 0 FMV Not applicable Tuition Remission 4 63200 0 FMV Not applicable 0 0 0 0 0 0 0 0 Part I Line 2 The School offers both need-based and merit-based financial assistance. Need-based financial assistance is given in the form of grants to students with demonstrated need who would not otherwise be able to attend the school. All need-based awards are reviewed annually. Applicants and returning families who are interested in need-based financial aid must apply each year with current financial information by the published deadlines. Unless there is a significant change in a family's financial situation returning students who meet the financial aid application deadlines can expect the level of aid to be consistent from year to year. If a boarding student becomes a day student or vice versa the financial aid will adjust accordingly. The School also offers new students the opportunity to apply for two merit-based scholarships each year - - one for a boarding student and one for a Raleigh student. These scholarships are solely dependent upon an applicant's merit and a family's financial need is not considered. Students who apply for either merit scholarships are also eligible to apply for need-based assistance. Applicants must adhere to the deadlines and listed requirements in order to be considered for these scholarships. X X X true true X X X true false false false false false false false false Carol Meyers Head of School 294747 0 0 0 323 0 7409 0 39626 0 342105 0 0 0 Julie Ricciardi Assoc Head of School Institutional Advancement 183441 0 0 0 185 0 8967 0 23120 0 215713 0 0 0 Michelle Lammon Chief Financial Operations Officer 154811 0 0 0 121 0 6948 0 0 0 161880 0 0 0 Robert Weltz Director of Athletics 116026 0 0 0 177 0 5633 0 33879 0 155715 0 0 0 Part I Line 1a | Name :, Title:, Item Selected:, Description:| Head of School, The Head of School HOS is provided on-campus housing and utilities benefits of $23,133 as well as cleaning services for the residence. The HOS residence is used for many school functions in addition to serving as the personal residence. The HOS is given a discretionary fund for expenses that are considered useful in serving the mission of the School.| Part I Line 1a | Name :, Title:, Item Selected:, Description:| Associate Head of Institutional Adv, The Associate Head of Institutional Advancement was provided with on-campus housing benefits of $15,600.| Part I Line 1a | Name :, Title:, Item Selected:, Description:| Director of Athletics, The former Director of Athletics was provided with on-campus housing and utilities benefits of $26,359.| Part I Line 4a | Name :, Amount:| Carol Meyers severance, 227250| Part I Line 4a | Name :, Amount:| Robert Weltz severance, 58428| Peter Bristow Member of School's Board of Trustees 100184 Interest and Fees on Loan false Part V | PartandLinenumber:,Explanation:| Part IV General,Peter Bristow a member of the School's Board of Trustees is the President of First Citizens Bank. The School had a $2.64M loan outstanding and a $6M line of credit of which $4.3M was outstanding with First Citizens Bank as of 06 30 2023. Interest and fees have been reported on Schedule L.| X 88 17454 FMV X 25 FMV X 17033 FMV X 2 30591 FMV X 51 547814 FMV X 7 3218 FMV X 13 7447 FMV X Jewelry 15 14045 FMV X Services 16 31757 FMV X Sports Tickets 6 2396 FMV X Supplies 1 440 FMV X Vacations 11 25680 FMV 0 false true false Part VI, Line 11b The completed Form 990 was provided to the Board of Trustees for their review and approval. Part VI, Line 12c Members of the Board of Trustees annually sign a Conflict of Interest Policy document and discuss conflicts of interest throughout the year as circumstances change. Part VI, Line 15 The process for determining compensation involves compilation of benchmark data and review of the impact on the financial budget with results in recommendations presented to the Board of Trustees for their approval. Part VI, Line 19 The School provides its governing documents Conflict of Interest Policy and financial statements to the public upon request. The list of the Board of Trustees is available to the public on the School's website. Part XI, Line 9 | Description:, Explanation:, Amount:| Value of on-campus housing and utilities benefits, Officer Housing Benefits, $73433| SMS Acquisition 1 LLC 900 Hillsborough Street Raleigh NC 27603 853713101 Holding entity for land gifts NC 0 430000 Saint Marys School