2025-04-17T15:02:13-05:00 2024-06-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-07-01 591220745 SAINT PAUL'S SCHOOL INC SAIN 7275362756 1600 SAINT PAULS DRIVE CLEARWATER FL 33764 SAMANTHA CAMPBELL HEAD OF SCHOOL 7275362756 2025-04-16 1 1 LISA BURKE P00220718 8169455500 2023 2025-03-06 01:10:19Z SAMANTHA CAMPBELL 1600 SAINT PAULS DRIVE CLEARWATER FL 33764 17148097 0 X WWW.CLEARWATERSINDEPENDENTSCHOOL.ORG X 1968 FL SAINT PAUL'S IS A PROUD INDEPENDENT SCHOOL IN THE HEART OF CLEARWATER, FL (SEE PART III) 11 11 114 94 0 0 637864 6312504 7412129 9724215 134792 194063 213390 167556 8398175 16398338 0 835523 0 0 6045915 6995130 0 0 390974 2642266 2797627 8688181 10628280 -290006 5770058 14219536 20679280 6758893 7113805 7460643 13565475 X TO CULTIVATE TOMORROW'S LEADERS AND INNOVATORS IN AN EDUCATIONAL ENVIRONMENT THAT ENCOURAGES STUDENTS TO DISCOVER THEIR UNIQUE IDENTITIES, EXPLORE THEIR PASSIONS AND DEVELOP A JOYFUL, INQUISITIVE APPROACH TO LEARNING AND LIFE. 0 0 9023521 835523 9724215 SAINT PAUL'S - CLEARWATER'S INDEPENDENT SCHOOL IS DEDICATED TO PROVIDING A SAFE AND NURTURING ENVIRONMENT WHERE OUR STUDENTS ARE ENCOURAGED TO THINK CREATIVELY, TO REFLECT CRITICALLY, TO DESIGN COLLABORATIVELY, AND TO LEAD CONFIDENTLY. CALCULATED RISK-TAKING IS PRACTICED AND FAILURE IS VIEWED AS LEARNING RESILIENCE. THIS SENTIMENT IS ENCAPSULATED IN OUR VISION STATEMENT, "WE COMMIT TO OUR STUDENTS SO THEY WILL ACT JOYOUSLY UPON THEIR PASSIONS AND COURAGEOUSLY SEIZE ADVENTURES AND OPPORTUNITIES WE CANNOT FORESEE." (CONTINUED ON SCHEDULE O)OUR BEAUTIFUL TWELVE-ACRE, WATERFRONT CAMPUS WAS A SECOND HOME TO 423 STUDENTS ENROLLED DURING THE SCHOOL YEAR, RANGING FROM 8 WEEKS TO 8TH GRADE. WE ARE PROUD OF OUR EPISCOPAL ROOTS THAT HAVE HELPED US DEVELOP A COHESIVE, INCLUSIVE SENSE OF COMMUNITY THAT WELCOMES FAMILIES FROM ALL RELIGIOUS, RACIAL, ECONOMIC, AND GEOGRAPHICAL BACKGROUNDS. OVER THE LAST 55+ YEARS, WE HAVE REMAINED MISSION-DRIVEN THROUGH OUR COMMITMENT TO RECRUITING TEACHERS NATIONALLY AND INTERNATIONALLY, WHO ARE TALENTED AND PASSIONATE; AND TO DEVELOPING PROGRESSIVE SIGNATURE PROGRAMS, PROJECTS, AND EXPERIENCES OUTSIDE OF THE CLASSROOM. MOST NOTABLY, WE HAVE INTRODUCED ROBOTICS, 3-D PRINTING, ACTING, PUBLIC SPEAKING, KAYAKING, PROTOTYPING, MARINE BIOLOGY, PERSONAL FINANCE, INTERNATIONAL TRIPS, ARCHERY, PADDLE BOARDING, SAILING, AND MANDARIN.THIS PROGRAMMING IS SUPPORTED THROUGH CONTINUAL CAPITAL IMPROVEMENTS THAT ARE STRATEGIC IN DESIGN. WE HAVE INVESTED SIGNIFICANT FUNDING TO PROVIDE THE LATEST TECHNOLOGY, CAMPUS SECURITY, AN MIT-APPROVED FABRICATION LAB, A STATE-OF-THE-ART WHITE BOX THEATER, EXPANDED INFANT AND TODDLER PROGRAMS AND CLASSROOMS, AND THE TAKE FIVE CAFE.SAINT PAUL'S PROGRAM FOR DYSLEXIC THINKERS IS THE TAMPA BAY AREA'S FIRST AND ONLY SCHOOL-WITHIN-A-SCHOOL TO SERVE STUDENTS WITH DYSLEXIA AND OTHER LANGUAGE-BASED LEARNING DIFFERENCES. THIS INTEGRATED, STRUCTURED LITERACY APPROACH FOCUSES ON SPECIALIZED INSTRUCTION TO MEET INDIVIDUAL NEEDS FOR STUDENTS IN GRADES 2-7. ALL PROGRAM TEACHERS ARE TRAINED THROUGH THE ORTON-GILLINGHAM ACADEMY. 9023521 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 114 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 FL X CAROL ANN MARTIN DIRECTOR OF FINANCE AND OPERATIONS 7275334524 1600 SAINT PAULS DRIVE CLEARWATER FL 33764 ELLIOTT ANDREWS CHAIR 3.00 X X 0 0 0 BRAD MEINCK VICE CHAIR / TREASURER 3.00 X X 0 0 0 MATT MARQUARDT SECRETARY 3.00 X X 0 0 0 MADISON HAUENSTEIN MEMBER AT LARGE 1.00 X 0 0 0 JOHN ANDERSON TRUSTEE 1.00 X 0 0 0 DANIEL DOYLE TRUSTEE 1.00 X 0 0 0 FAYOLA GOLDSTONE TRUSTEE 1.00 X 0 0 0 ZAFI MCCORD TRUSTEE 1.00 X 0 0 0 STEVE POIRIER TRUSTEE 1.00 X 0 0 0 LAUREN VONDERAU-VEILE TRUSTEE 1.00 X 0 0 0 SALLY FISHER DEANERY REPRESENTATIVE 1.00 X 0 0 0 SAMANTHA CAMPBELL HEAD OF SCHOOL 40.00 X 405632 0 20630 CAROL ANN MARTIN AS OF 81423 DIRECTOR OF FINANCE & OPERATIONS 40.00 X 52522 0 4000 STEFANIE CORLEW THRU 71523 DIRECTOR OF FINANCE & OPERATIONS 40.00 X 82376 0 8587 CHRISTOPHER DOUTT DIRECTOR OF ATHLETICS & ACTIVITIES 40.00 X 105914 0 3741 BETHANY MCKEE-ALEXANDER DIRECTOR OF LOWER SCHOOL 40.00 X 105750 0 941 752194 0 37899 3 0 1 0 0 292195 281387 5738922 6312504 TUITION 611710 9509273 9509273 STUDENT SERVICES & FEES 611710 214942 214942 9724215 180987 180987 1575 0 1575 1575 1575 461961 9000 457885 0 4076 9000 13076 13076 280446 292195 200403 80043 80043 22940 0 22940 22940 154469 91471 62998 62998 16398338 9724215 0 361619 835523 835523 631828 145757 388898 97173 5526156 5062928 294935 168293 104952 93594 6753 4605 362660 335093 15487 12080 369534 310616 42435 16483 13556 13556 53150 53150 13066 13066 13049 5963 7086 75235 75235 608466 511969 76576 19921 219644 179370 32666 7608 593178 490840 73385 28953 14069 1796 12167 106 48205 40967 4942 2296 10732 8880 1328 524 674690 558289 83469 32932 443157 366701 76456 BAD DEBT EXPENSE 17430 17430 10628280 9023521 1213785 390974 2662040 3635611 1257678 1076520 8073 5319733 40746 69860 6991 0 21945 54450 19608277 13156729 6917122 6451548 3299212 4062415 5729 9143 14219536 20679280 196413 110151 3928603 4519884 2542233 2422476 91644 61294 6758893 7113805 X 5797101 6383381 1663542 7182094 7460643 13565475 14219536 20679280 5770058 334774 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3272903 421340 13101 3681142 2971301 313263 11661 3272903 3326584 -341808 13475 2971301 2694632 644048 12096 3326584 2641186 63051 9605 2694632 0.51406 0.06453 0.42141 0 0 143571 143571 18093330 12146638 5946692 1057199 783312 273887 314177 226779 87398 6451548 LEASE LIABILITIES 61294 61294 X 15971770 334774 87247 422021 15549749 13066 835523 848589 16398338 9866938 87247 87247 9779691 13066 835523 848589 10628280 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE SCHOOL MANAGES A BOARD-DESIGNATED ENDOWMENT, WHOSE USE IS LIMITED BY THE BOARD OF TRUSTEES AS TO PRINCIPAL AND INCOME (EXCEPT AS DESCRIBED IN THE PARAGRAPH BELOW). IN OCTOBER, 2005 THE BOARD OF TRUSTEES PASSED A RESOLUTION SPECIFYING THAT ANY UNRESTRICTED LEGACY CAMPAIGN DONATIONS BE ALLOCATED AS FOLLOWS: 55% TO THE BOARD-DESIGNATED GENERAL ENDOWMENT AND THE REMAINING 45% TO THE FACULTY ENDOWMENT. OF THE PORTION ALLOCATED TO THE BOARD-DESIGNATED ENDOWMENT, 90% WILL BE ALLOCATED TO THE BUILDING FUND (A SUB-ACCOUNT OF THE BOARD-DESIGNATED ENDOWMENT FOR RE-PAYMENT OF DEBT SERVICE) WITH THE RESIDUAL 10% ALLOCATED TO THE GENERAL FUND OF THE BOARD-DESIGNATED ENDOWMENT FOR INVESTMENT. AN 85% VOTE OF THE ENTIRE MEMBERSHIP OF THE BOARD OF TRUSTEES SHALL BE REQUIRED TO AUTHORIZE A DISTRIBUTION OR LOAN FROM THE PRINCIPAL OF THE ENDOWMENT FUND. EFFECTIVE JUNE 2, 2018, THE SCHOOL'S BOARD OF TRUSTEES APPROVED A RESOLUTION TO ALLOW USE OF THE BOARD-DESIGNATED ENDOWMENT FUND FOR GENERAL OPERATING NEEDS AND TO MEET CURRENT OBLIGATIONS (SHOULD SUCH NEED ARISE). AS SUCH, THE SCHOOL CONSIDERS THE BALANCE OF INVESTMENTS COMPRISING THE BOARD-DESIGNATED ENDOWMENT TO REPRESENT A CURRENT ASSET FOR FINANCIAL REPORTING PURPOSES. IN NOVEMBER 2006, THE SCHOOL ESTABLISHED THE FACULTY ENDOWMENT FOR THE PURPOSE OF RECEIVING AND INVESTING CONTRIBUTIONS TO ENHANCE THE SCHOOL'S ABILITY TO PROVIDE LECTURERS OR FACULTY OF THE HIGHEST QUALITY AND REPUTATION AND TO PROVIDE FUNDS FOR SCHOLAR STIPENDS IN VARIOUS SCHOLASTIC DISCIPLINES. DISTRIBUTIONS FROM THE FUNDS ARE LIMITED TO CERTAIN DEFINED MAXIMUMS. THE FACULTY ENDOWMENT IS TO CONTINUE AS LONG AS ITS PURPOSE CAN BE SERVICED BY ITS CONTINUATION AND MAY OTHERWISE BE TERMINATED OR USED FOR OTHER PURPOSES ONLY UPON A CATASTROPHIC OCCURRENCE THAT JEOPARDIZES THE EXISTENCE OF THE SCHOOL, AS REASONABLY DETERMINED BY AN 85% MAJORITY VOTE OF THE TRUSTEES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE SCHOOL HAS ADOPTED THE PROVISIONS OF ASC TOPIC 740 RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE SCHOOL DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TAX EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE SCHOOL S INCOME TAX FILINGS FOR PERIODS AFTER THE FISCAL YEAR ENDED JUNE 30, 2020 REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED ON FORM 990, PART VIII,8B 44,229. COST OF GOODS SOLD INCLUDED ON FORM 990, PART VIII, 10B 43,018. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS INCLUDED ON FORM 990, PART IX, LINE 2 835,523. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED ON FORM 990, PART VIII, 8B 44,229. COST OF GOODS SOLD INCLUDED ON FORM 990, PART VIII, 10B 43,018. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NET WITH TUITION IN THE AUDITED FINANCIAL STATEMENTS 835,523. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S NONDISCRIMINATION POLICY IS PUBLICIZED ON THEIR WEBSITE AT WWW.CLEARWATERSINDEPENDENTSCHOOL.ORG AND IN THE HANDBOOK. PELICAN GALA & LIVE AUCTION 387883 247970 139913 2650 10647 39934 8200 32615 GOLF CLASSIC 103250 44225 59025 33206 17102 11820 1 81508 81508 44229 572641 292195 280446 2650 43853 57036 8200 88664 200403 80043 22940 1 0.80780 22940 22940 FL 0 GAMES CONSIST OF RAFFLE DRAWINGS WHICH DO NOT REQUIRE LICENSURE UNDER FLORIDA LAW. 0 0 0 1.00000 ANIKA DOUTT 1600 SAINT PAULS DRIVE CLEARWATER FL 33764 0 JOANNE LINKNER 0 SEE PART IV X 0 SCHEDULE G, PART III, LINE 16, DESCRIPTION OF SERVICES PROVIDED: JOANNE LINKNER SERVES AS THE DIRECTOR OF DEVELOPMENT FOR THE SCHOOL AND IS RESPONSIBLE FOR THE OVERSIGHT AND OPERATION OF ALL DEVELOPMENT ACTIVITIES. APPROXIMATELY 20% OF THE DIRECTOR'S TIME IS DEVOTED TO COORDINATING SPECIAL FUNDRAISING EVENTS, INCLUDING PLANNING AND EXECUTION, TICKET SALES, AND VOLUNTEER MANAGEMENT. ALL GAMING ACTIVITY IS CONDUCTED IN CONJUNCTION WITH SUCH EVENTS. THE DIRECTOR RECEIVED COMPENSATION DURING THE FISCAL YEAR OF $100,000 FOR SERVICES PROVIDED AS THE DIRECTOR OF DEVELOPMENT. COMPENSATION ALLOCABLE TO GAMING ACTIVITIES IS NEGLIGIBLE. 1 STUDENT FINANCIAL AID 90 835523 0 N/A N/A PART I, LINE 2: THE SCHOOL HAS A FINANCIAL AID COMMITTEE RESPONSIBLE FOR THE SELECTION AND OVERSIGHT OF STUDENT FINANCIAL AID. PARENTS SUBMIT APPLICATIONS DEMONSTRATING FINANCIAL NEED THROUGH FACTS. FINANCIAL AID AWARDED IS APPLIED AS A DIRECT REDUCTION TO TUITION. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 SAMANTHA CAMPBELL HEAD OF SCHOOL 343140 0 50000 0 12492 0 9900 0 10730 0 426262 0 0 0 PART I, LINE 1A THE SCHOOL PAYS SOCIAL CLUB DUES FOR THE HEAD OF SCHOOL. THE CLUB MEMBERSHIP IS CONSIDERED A BUSINESS EXPENSE AND THUS IS NOT INCLUDED IN COMPENSATION. THE CLUB MEMBERSHIP IS USED FOR DONOR CULTIVATION AND NETWORKING WITHIN THE BELLEAIR COMMUNITY FOR PROSPECTIVE DONORS AND STUDENTS. THE SCHOOL PROVIDES FOR SPOUSAL TRAVEL FOR THE HEAD OF SCHOOL WHEN DEEMED APPROPRIATE AND/OR NECESSARY FOR SCHOOL RELATED BUSINESS PURPOSES. A PINELLAS COUNTY EDUCATIONAL FACILITIES AUTHORITY 596000800 2015-09-25 3528367 REFINANCE REVENUE BONDS ISSUED IN 2005 TO FINANCE SCHOOL IMPROVEMENTS 0 0 0 A 1062911 3528367 3528367 2006 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIRMAN OF THE BOARD, VICE-CHAIRMAN, SECRETARY, TREASURER, ONE AT-LARGE MEMBER OF THE BOARD, AND THE HEAD OF SCHOOL. MEMBERS ARE SELECTED THROUGH THE SLATING AND ELECTION PROCESS OUTLINED IN THE BYLAWS; EXCEPT THE HEAD OF SCHOOL SHALL BE A NONVOTING EX-OFFICIO MEMBER. THE EXECUTIVE COMMITTEE CAN EXERCISE SUCH POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, EXCEPT THE POWER TO ADOPT, AMEND OR REPEAL BYLAWS, AS MAY BE DELEGATED TO IT BY THE BOARD. THIS COMMITTEE PROVIDES OVERSIGHT REGARDING ANY LEGAL ISSUE THAT MAY AFFECT SAINT PAUL'S SCHOOL AND IS RESPONSIBLE FOR THE REVIEW OF THE PERFORMANCE AND COMPENSATION OF THE HEAD OF SCHOOL. THE EXECUTIVE COMMITTEE IS ACCOUNTABLE TO THE BOARD OF TRUSTEES FOR ALL ITS ACTIONS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED DURING THE YEAR. SIGNIFICANT CHANGES INCLUDE: (1) REMOVAL OF THE TRUSTEE EMERITUS SEAT; (2) ADDITION OF THE SELECTION OF THE CHAIR FOR EACH SUB-COMMITTEE TO THE BOARD CHAIR RESPONSIBILITIES; (3) ADDITION OF TRUSTEE RESPONSIBILITY TO PARTICIPATE IN FUNDRAISING; (4) REPLACEMENT OF TRUSTEE APPOINTED RECORDING SECRETARY POSITION WITH THE ASSISTANT TO THE HEAD OF SCHOOL; (5) ADDITION OF QUORUM LANGUAGE TO CLARIFY THAT IN THE EVENT OF A TIE, THE VOTE FAILS; (6) REVISION OF THE COMPOSITION OF THE FINANCE COMMITTEE TO MAKE THE BOARD CHAIR NON-MANDATORY; AND (7) SHIFTING OF THE RESPONSIBILITY TO APPOINT OTHER OFFICERS OF THE BOARD FROM THE BOARD OF TRUSTEES TO THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 11B THE SCHOOL'S FORM 990, AS ULTIMATELY FILED WITH THE IRS, IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND DIRECTOR OF FINANCE AND OPERATIONS. A COPY OF THE 990 WITH SCHEDULE B REDACTED IS THEN PRESENTED TO THE FULL BOARD OF TRUSTEES FOR DISCUSSION BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL REQUIRES THAT ALL OFFICERS, TRUSTEES, AND EMPLOYEES ADHERE TO THE SCHOOL'S CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES THAT EACH CONFLICT BE FULLY DISCLOSED TO THE HEAD OF SCHOOL IN WRITING IMMEDIATELY UPON DISCOVERY. ADHERENCE TO THE POLICY IS MONITORED AND ENFORCED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES IS RESPONSIBLE FOR REVIEWING AND APPROVING COMPENSATION FOR THE HEAD OF SCHOOL. THE HEAD OF SCHOOL IS RESPONSIBLE FOR REVIEWING AND APPROVING COMPENSATION FOR THE OTHER EMPLOYEES AND TOP MANAGEMENT OFFICIALS. PERFORMANCE HISTORY AND INDUSTRY STANDARDS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS ARE USED TO SET COMPENSATION. THE DELIBERATION AND APPROVAL PROCESS IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE IS RESPONSIBLE FOR SELECTION OF THE INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT. THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.