2024-02-08T15:08:34-06:00 2023-06-30 813917978 CAPSTONE CPAS 735 SW 9TH STREET REDMOND OR 97756 990 2022-07-01 930514209 ST MARY'S OF MEDFORD INC STMA 5417737877 816 BLACK OAK DRIVE MEDFORD OR 97504 RYAN BERNARD HEAD OF SCHOOL 5417737877 2024-02-02 1 RYAN BERNARD 999009999 0 ZACHARY L HARMON P01247333 5415483569 2024-02-02 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RYAN BERNARD 816 BLACK OAK DRIVE MEDFORD OR 97504 13100446 0 X WWW.SMSCHOOL.US X 1972 OR TO PROVIDE A COMMUNITY IN WHICH INTELLECTUAL CURIOSITY AND ACADEMIC EXCELLENCE COMBINE WITH CATHOLIC AND DEMOCRATIC VALUES TO INSPIRE AND PREPARE RESONSIBLE LOCAL, NATIONAL, AND GLOBAL CITIZENS. 19 19 163 250 0 0 2601807 2250426 9582635 10444732 -239239 -139141 747686 50299 12692889 12606316 0 0 0 0 6419382 7288010 0 0 375372 4761979 5293772 11181361 12581782 1511528 24534 34861412 32440388 14940461 12245566 19920951 20194822 TO PROVIDE A COMMUNITY IN WHICH INTELLECTUAL CURIOSITY AND ACADEMIC EXCELLENCE COMBINE WITH CATHOLIC AND DEMOCRATIC VALUES TO INSPIRE AND PREPARE RESPONSIBLE LOCAL, NATIONAL, AND GLOBAL CITIZENS. 0 0 9840169 10363977 HIGH-SCHOOL/MIDDLE SCHOOL OPERATIONS FOR APPROXIMATELY 524 STUDENTS. 9840169 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 31 0 1 163 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 OR X ANDREA SAXON GIBSON 5417737877 816 BLACK OAK DRIVE MEDFORD OR 97504 RYAN BERNARD PRESIDENT OF SCHOOL 40.00 X 124084 0 0 STEVEN BOSWELL TRUSTEE 1.00 X 0 0 0 DR MIREK BOBEK BOARD CHAIR 1.00 X X 0 0 0 JUDY GAMBEE TRUSTEE 1.00 X 0 0 0 TINA MILLER TRUSTEE 1.00 X 0 0 0 AMY KRANENBURG TRUSTEE 1.00 X 0 0 0 DR DAVID CHAMBERLAND TRUSTEE 1.00 X 0 0 0 DR PETER GRANT TRUSTEE 1.00 X 0 0 0 JENS HEYCKE TREASURER 1.00 X X 0 0 0 JERESA HREN TRUSTEE 1.00 X 0 0 0 SCOTT KING TRUSTEE 1.00 X 0 0 0 CHUCK WATSON TRUSTEE 1.00 X 0 0 0 TANNY FLOWERS TRUSTEE 1.00 X 0 0 0 CHRIS BOROVANSKY TRUSTEE 1.00 X 0 0 0 TRACY MCGOVERN SECRETARY 1.00 X X 0 0 0 ADAM PETERSON TRUSTEE 1.00 X 0 0 0 REV KEN SAMPSON TRUSTEE 1.00 X 0 0 0 DR NATASHA CHMELIR TRUSTEE 1.00 X 0 0 0 CHRISTIAN ISTEL TRUSTEE 1.00 X 0 0 0 CHRIS JOHNSON EMPLOYEE 40.00 X 102035 0 0 ANDREA SAXON EMPLOYEE 40.00 X 101817 0 0 327936 0 0 3 0 0 0 BEYNON SPORTS SURFACES INC 19600 SW 129TH AVE A TUALATIN OR 97062 TRACK 699527 LEXINGTONALADDIN FOOD SERVICE 16567 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 FOOD SERVICE 658549 CAMBRIDGE INSTITUTE OF INTERNATIONAL EDU 1601 TRAOELO ROAD WALTHAM MA 02451 RECRUITING 350662 PACIFIC SPORTS TURF 12725 SW HERMAN ROAD TUALATIN OR 97062 FIELD 216741 PIPER INDUSTRIESNOTCH ABOVE TOURS PO BOX 8585 BURLINGTON VT 05402 SERVICES 210034 5 17285 2233141 465000 2250426 TUITION AND FEES 611110 9749214 9749214 FOOD SERVICE 611110 545902 545902 AUXILIARY SERVICES 611110 149616 149616 10444732 318052 318052 457193 -457193 -457193 -457193 28850 17285 36937 -8087 -8087 MISCELLANEOUS 611110 58386 58386 58386 12606316 10363977 0 -8087 122500 122500 5475400 4201977 1046138 227285 209422 145514 53353 10555 1042614 905389 102334 34891 438074 323735 100303 14036 12405 12405 19222 4722 14500 278571 272753 5818 130143 79281 43711 7151 140330 122900 17430 27122 27122 117645 84787 29880 2978 9794 9794 690286 613588 76698 986570 876951 109619 222781 82830 139951 FOOD SERVICE 652117 652117 MISCELLANEOUS 621625 338817 224650 58158 RECRUITMENT FEES 550595 550595 INSTRUCTION PROGRAMS 340931 340931 493635 493635 12581782 9840169 2366241 375372 6221875 5682687 3636867 988855 12815 112550 169025 188455 31077305 9663110 22101856 21414195 1090995 985334 1627979 3068312 34861412 32440388 1397213 730940 2097237 2517951 11269852 8996675 176159 14940461 12245566 X 17809252 16997340 2111699 3197482 19920951 20194822 34861412 32440388 24534 249337 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 340146 X X 0 1609872 1547907 -206984 2950795 1500 1529100 79272 1609872 0.29000 0.56000 0.15000 0 0 1296543 1296543 22925948 6910518 16015430 421402 286497 134905 6433412 2466095 3967317 21414195 ENDOWMENT FUNDS 2950795 INTEREST RATE SWAP ASSET 117517 3068312 X 12892590 249337 36937 286274 12606316 0 12606316 12618719 36937 36937 12581782 0 12581782 PART III, LINE 4: INTANGIBLE BENEFIT FOR STAFF, STUDENTS, FAMILIES AND OTHER MEMBERS OF THE PUBLIC. PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TAX POSITIONS FOR OPEN TAX YEARS WERE REVIEWED AND IT WAS DETERMINED THAT NO PROVISION FOR UNCERTAIN TAX POSITIONS IS REQUIRED. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTES OF LIMITATIONS ON THOSE TAX RETURNS. IN GENERAL, THE FEDERAL AND STATE INCOME TAX RETURNS HAVE A THREE YEAR STATUTE OF LIMITATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 INFORMATION REGARDING THE ORGANIZATION'S POLICY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND IN ITS PRINTED MATERIALS. ANNUAL GALA 46135 17285 28850 1200 35737 46135 17285 28850 1200 35737 36937 -8087 X 1 465000 APPRAISAL 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B LINE 8 EXPLANATION - THE SOLE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES IS THE COMMITTEE OF TRUSTEES. THE COMMITTEE'S SOLE FUNCTION IS TO SCREEN THE RESUMES PRESENTED TO THE BOARD OF TRUSTEES. THE COMMITTEE IS COMPOSED OF SELECT MEMBERS OF THE BOARD OF TRUSTEES, AND MEETS ONLY WHEN THERE IS VACANCY AT THE ORGANIZATION TO FILL. THE COMMITTEE DOES NOT KEEP MINUTES OF THE COMMITTEE MEETINGS; HOWEVER, THE ACTIONS OF THE BOARD OF TRUSTEES RELATING TO THE RESUMES PRESENTED BY THE COMMITTEE ARE INCLUDED IN THE MINUTES OF THE BOARD OF TRUSTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW PRIOR TO THE RETURN BEING FILED. ALL QUESTIONS POSED BY THE COMMITTEE MEMBERS ARE RESOLVED PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURES ARE REQUIRED UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANY NOTED CONFLICTS ARE REVIEWED BY THE ORGANIZATION TO ENSURE COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES IS CHARGED WITH DETERMINING THE COMPENSATION FOR THE HEAD OF THE SCHOOL. THE COMMITTEE TAKES INTO ACCOUNT ALL RELEVANT INFORMATION IN THE DETERMINATION OF THAT SALARY. THE HEAD OF THE SCHOOL IS CHARGED WITH THE DETERMINATION OF COMPENSATION FOR KEY EMPLOYEES OF THE ORGANIZATION. THE HEAD OF THE SCHOOL TAKES INTO ACCOUNT ALL RELEVANT INFORMATION IN THAT DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. ST MARY'S PROPERTIES LLC 816 BLACK OAK DR MEDFORD OR 97504 REAL ESTATE HOLDING OR 0 0 ST MARY'S OF MEDFORD INC