2025-06-10T11:20:22-04:00 2024-06-30 990 2023-07-01 560532314 Saint Marys School % Adam Holden SAIN 9194244128 900 HILLSBOROUGH ST Raleigh NC 276031610 Adam Holden Head of School 2025-06-11 2023 2025-03-06 01:10:19Z Adam Holden 900 HILLSBOROUGH ST Raleigh NC 276031610 25780014 false X sms.edu X 1897 NC Saint Marys 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 24 217 400 304195 84961 4318191 5143406 14797722 14695444 800556 2815612 0 662206 19916469 23316668 2881900 3122538 0 0 9191573 9937434 22371 23110 1242757 8755429 8255928 20851273 21339010 -934804 1977658 90279167 94685810 14150389 14426346 76128778 80259464 Saint Marys 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 14649644 3122538 14695444 Educational activities provide support for around 300 students including a boarding program for students and faculty who opt for it alongside additional services to enhance academic success. 0 0 0 N A 0 0 0 N A 0 0 0 14649644 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 false true false false false true false false false false true 114 0 true 217 true true true false false false false true true false 0 false false false false false 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 Adam Holden Head of School 40.00 0.00 X 316502 0 103931 Julie Ricciardi Assoc Head of School - Institutional Advancement 40.00 0.00 X X 191465 0 34570 Michelle Lammon Assistant Head for Finance and Operations 40.00 0.00 X 163236 0 7576 Patricia Sasser Assistant Head for Academic Affairs 40.00 0.00 X 143647 0 53044 Jayme Richards Director of Technology 40.00 0.00 X 120287 0 9248 Adriana Apostol-O'Docharty Director of Employee Life 40.00 0.00 X X 112397 0 14922 Lauren Gerber Director of Annual Fund 40.00 0.00 X 109074 0 14758 Andrew Hunter Heffner Dean of College Counseling 40.00 0.00 X 106496 0 47013 Merritt Atkins Board Chair 4.50 0.00 X 0 0 0 Tiffany Clark 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 April Browne Trustee 1.13 0.00 X 0 0 0 Catherine Bryant Trustee 0.75 0.00 X 0 0 0 Hope Carmichael Trustee 0.75 0.00 X 0 0 0 Elizabeth Dixon Trustee 0.75 0.00 X 0 0 0 Ken Howard Trustee 0.75 0.00 X 0 0 0 Earl Johnson III 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 Elizabeth M Roberts Trustee 1.13 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 Sallie Shuping-Russell Trustee 0.75 0.00 X 0 0 0 Maura Moylan Sullivan Trustee 0.75 0.00 X 0 0 0 Melissa Tillman Trustee 0.75 0.00 X 0 0 0 Heather Clark Warren Trustee 0.75 0.00 X 0 0 0 1263104 0 285062 8 true true false FLIK Independent School Services PO Box 417632 Boston MA 02241 Food and dining services 1824988 Williams Realty & Building Company Inc 3111 Glenwood Avenue Raleigh NC 27612 Building construction and renovation 1637814 Tri South Mechanical LLC 5916 Triangle Drive Raleigh NC 27617 Building construction and renovation 393164 Baker Roofing PO Box 26057 Raleigh NC 27611 Roof repair and replacement 363215 CJMW Architecture 1838 Wake Forest Road Raleigh NC 27608 Theater renovations 251285 10 0 0 0 0 0 5143406 587284 5143406 Tuition and Fees 900099 14099112 14108539 0 -9428 Housing 900099 304195 0 304195 0 Sports Other Camps 900099 157869 157869 0 0 Student Store 900099 96430 96430 0 0 Food Service 900099 37838 37838 0 0 0 0 0 0 14695444 1627949 0 0 1627949 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3651009 0 2463346 0 1187663 0 1187663 0 0 1187663 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Employee Retention Credit 900099 488085 488085 0 0 Leadership Program 900099 174121 174121 0 0 0 0 0 0 0 0 0 0 662206 23316668 15062882 304195 2806184 0 0 2671313 2671313 451225 451225 0 0 780722 0 780722 0 0 0 0 0 7259232 4451700 2226555 580978 296250 229559 43735 22956 1028639 686360 247244 95035 572591 330009 199480 43101 0 0 0 0 45688 18275 27413 0 110149 44060 66089 0 0 0 0 0 23110 23110 142837 0 142837 0 772538 532030 149972 90535 292317 187781 76447 28089 840523 243803 493578 103142 610807 535392 57096 18319 0 0 0 0 839547 755592 83955 0 127861 84167 16730 26964 0 0 0 0 79470 28394 28634 22442 263238 8951 254287 0 0 0 0 0 1350297 1215267 135030 0 0 0 0 0 Other Food Service and Meals 2109166 1910221 36835 162109 Other Repairs and Replacements 237103 11468 225511 125 Other Program Expenses 203525 225038 -37771 16258 Buildings and Grounds Maintenance 107877 1834 105938 105 122985 27205 86291 9489 21339010 14649644 5446608 1242757 0 0 0 0 1420 1420 6528572 4233658 2957922 2846871 62446 125743 0 0 0 0 0 0 45954 50049 835303 349147 51317227 23572799 25588669 27744428 52525466 56995044 466312 756152 0 0 0 0 1267103 1583298 90279167 94685810 567524 295676 0 0 598690 620406 0 0 0 0 0 0 6940347 8345772 0 0 6043828 5164492 14150389 14426346 X 18082111 21172038 58046667 59087426 76128778 80259464 90279167 94685810 1977658 2068028 0 0 0 85000 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32556777 1905966 105314 847347 520660 142837 33057213 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 0 1 0 false false 0 217476 217476 0 39937795 19243655 20694140 0 0 0 0 0 2443745 2143136 300609 0 8718211 2186008 6532203 27744428 Prepaid Tuition and Other Deposits 4015585 Operating Lease Liabilities 1148907 5164492 22119321 2068028 0 0 -3122538 -1054510 23173831 142837 142837 23316668 17988635 0 0 0 -3122538 -3122538 21111173 142837 85000 227837 21339010 Part XI, line 2d Scholarships and Financial Aid decreased revenue by $3,122,538. Part XII, line 2d Scholarships and financial aid increased expenses by $3,122,538. Part XII, line 4b Officer and key employee housing and utility benefits totaled $85,000. true true true true true true true false false false false false false false false false false true Part I | PartandLinenumber:,Explanation:| Part1Line3,Saint Marys 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 Marys 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 Schools biannual magazine and on the Schools website.| Sub-Saharan Africa Financial Aid - Tuition Reduction 55850 Tuition Reduction North America Financial Aid - Tuition Reduction 55850 Tuition Reduction Sub-Saharan Africa Financial Aid - Tuition Reduction 28425 Tuition Reduction East Asia and the Pacific Financial Aid - Tuition Reduction 10000 Tuition Reduction East Asia and the Pacific Financial Aid - Tuition Reduction 52850 Tuition Reduction East Asia and the Pacific Financial Aid - Tuition Reduction 48850 Tuition Reduction East Asia and the Pacific Financial Aid - Tuition Reduction 52850 Tuition Reduction North America Financial Aid - Tuition Reduction 45850 Tuition Reduction North America Financial Aid - Tuition Reduction 44850 Tuition Reduction North America Financial Aid - Tuition Reduction 55850 Tuition Reduction Financial Aid - Tuition Reduction Sub-Saharan Africa 2 84275 Reduced Tuition Financial Aid - Tuition Reduction East Asia and the Pacific 4 164550 Reduced Tuition Financial Aid - Tuition Reduction North America 4 202400 Reduced Tuition false false false false false false X false WilsonBennett Technology 3053 Hwy 367 North Suite C Austin AR 72007 Phone solicitations for Annual Fund false 26164 23110 3054 26164 23110 3054 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 Aid 71 1843538 0 FMV Not applicable Scholarship - Merit Aid 54 746400 0 FMV Not applicable Tuition Remission 5 81375 0 FMV Not applicable 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 familys 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 applicants merit and a familys 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 false false false false false false false false false Adam Holden Head of School 316141 0 0 0 361 0 15727 0 88204 0 420433 0 0 0 Julie Ricciardi Assoc Head of School - Institutional Advancement 191271 0 0 0 193 0 9723 0 24848 0 226035 0 0 0 Michelle Lammon Assistant Head for Finance and Operations 163110 0 0 0 126 0 7575 0 0 0 170811 0 0 0 Patricia Sasser Assistant Head for Academic Affairs 143521 0 0 0 126 0 7840 0 45205 0 196692 0 0 0 Andrew Hunter Heffner Dean of College Counseling 106395 0 0 0 101 0 5315 0 41699 0 153510 0 0 0 Part I Line 1a | Name :, Title:, Item Selected:, Description:| Head of School HOS, The Head of School HOS is provided on-campus housing and utilities benefits of $69,399 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:| Assoc HOS for Institutional Adv, The Associate Head of School AHOS for Institutional Advancement was provided with on-campus housing benefits of $15,600.| Part I Line 1a | Name :, Title:, Item Selected:, Description:| Assoc HOS for Academics, Associate Head of School AHOS for Academics was provided with on-campus housing of $26,400.| Part I Line 1a | Name :, Title:, Item Selected:, Description:| Dean of College Counseling, The Dean of College Counseling was provided with on-campus housing and utilities benefits of $41,699.| Part I Line 4a | Name :, Amount:| Carol Meyers severance, 113625| Part I Line 4a | Name :, Amount:| Robert Weltz severance, 20094| X 5900 FMV X 62 579632 FMV X Services 2 1752 FMV 0 false true false 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 compiling benchmark data reviewing its impact on the financial budget and presenting recommendations to the Board of Trustees for 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 on the Schools website. Part XI, Line 9 | Description:, Explanation:, Amount:| Value of on-campus housing and utilities benefits, Officer and Key Employee Housing Benefits, $85000| SMS Acquisition LLC 900 Hillsborough Street Raleigh NC 27603 853713101 Holding entity for land gifts NC 0 430000 Saint Marys School