2026-05-14T15:41:47-04:00 2025-06-30 416192096 BOYUM & BARENSCHEER PLLP 3050 METRO DR STE 200 MINNEAPOLIS MN 554251547 990 2024-07-01 410696908 SHATTUCK-ST MARY'S SCHOOL SHAT 5073331500 1000 SHUMWAY AVENUE PO BOX 218 FARIBAULT MN 55021 SCOTT RYBERG CFO 5073331500 2026-05-15 true false BECKY L GIBBS P01379383 9528544244 2026-05-11 2024 2025-03-06 01:10:19Z MATTHEW CAVELLIER 1000 SHUMWAY AVENUE FARIBAULT MN 55021 75470712 false X WWW.S-SM.ORG X 1858 MN WE ARE A GLOBAL LEARNING COMMUNITY THAT HONORS TRADITION WHILE EMBRACING INNOVATION. BY CULTIVATING CREATIVE, INDEPENDENT THINKING, WE FOSTER THE TRANSFORMATION OF OUR STUDENTS TO BECOME CITIZENS OF INTEGRITY FOR AN EVER-CHANGING WORLD. WE AIM TO BE A DYNAMIC AND DIVERSE SCHOOL COMMUNITY COMMITTED TO EXCELLENCE, INTEGRITY AND INNOVATION, HERE AND BEYOND THE ARCH. 18 15 349 38 415846 66360 2921362 3639062 30095447 33705251 2673060 1718826 493437 558827 36183306 39621966 8403350 8629975 0 14902623 15759482 0 674416 12715524 14045064 36021497 38434521 161809 1187445 102615053 105579216 38901717 38970652 63713336 66608564 X WE ARE A GLOBAL LEARNING COMMUNITY THAT HONORS TRADITION WHILE EMBRACING INNOVATION. BY CULTIVATING CREATIVE, INDEPENDENT THINKING, WE FOSTER THE TRANSFORMATION OF OUR STUDENTS TO BECOME CITIZENS OF INTEGRITY FOR AN EVER-CHANGING WORLD. WE AIM TO BE A DYNAMIC AND DIVERSE SCHOOL COMMUNITY COMMITTED TO EXCELLENCE, INTEGRITY AND INNOVATION, HERE AND BEYOND THE ARCH. false false 34076976 8629975 34658744 PRIVATE BOARDING SCHOOL EXPENSES: INCLUDES COSTS OF INSTRUCTION, BUILDING AND GROUNDS MAINTENANCE, STUDENT FOOD AND AUXILIARY SERVICES. 34076976 true true false false false false false false false true true false false false true true false true true true true false true false false false false false true true false false false false true false false false true false false false true true true true false false true 211 0 true 349 true true true false false false false false false false false false false false false false X 18 15 false false false false false false false true true false false true true true true false true true true false MN X SCOTT RYBERG 5073331500 1000 SHUMWAY AVENUE FARIBAULT MN 55021 MATTHEW CAVELLIER HEAD OF SCHO 40.00 X X 398264 0 36159 SCOTT RYBERG CFO 40.00 X 197727 0 22314 COURTNEY CAVELLIER CHIEF ACADEM 40.00 X 112410 0 11468 THOMAS WARD BOYS PREP HE 40.00 X 129587 0 16827 NICHOLAS COBBETT PRESIDENT SS 40.00 X 110230 0 16354 SEAN BUSHEY DR. OF BOYS 40.00 X 121572 0 21989 BEN UMHOEFER DIRECTOR OF 40.00 X 122410 0 18165 ERIN HONKEN CHIEF HR OFF 40.00 X 111753 0 17398 BISHOP CRAIG LOYA HONORARY CHA 2.00 X 0 0 0 TAMARA NELSEN CHAIR 2.00 X X 0 0 0 MEGAN TROUT SECRETARY/TR 2.00 X X 0 0 0 H J JACK DANE TRUSTEE 2.00 X 0 0 0 JONATHAN HANCOCK TRUSTEE 2.00 X 0 0 0 PAUL JEREMIASSEN FC CHAIR 2.00 X X 0 0 0 JOEL MACINTOSH TRUSTEE 2.00 X 0 0 0 CHRIS SILGE TRUSTEE 2.00 X 0 0 0 REV JONATHAN SMITH TRUSTEE 2.00 X 0 0 0 RUTHIE SUDDERTH TRUSTEE 2.00 X 0 0 0 BRUCE TUOMALA TRUSTEE 2.00 X 0 0 0 RUTH WIEGAND TRUSTEE 2.00 X 0 0 0 FRED W KRAHMER VICE CHAIR 2.00 X X 0 0 0 AMY WOOLF PARENTS ASSN 2.00 X 0 0 0 THEO LUBKE TRUSTEE 2.00 X 0 0 0 TIM O'KEEFE TRUSTEE 2.00 X 0 0 0 TREVOR PUTRAH TRUSTEE 2.00 X 0 0 0 1303953 160674 12 false true false US FOOD SERVICES NW 6059 MINNEAPOLIS MN 55485 FOOD SERVICE 775015 MARSDEN CENTRAL LLC 1717 UNIVERITY AVE W ST PAUL MN 55104 BUILDING MGMT 405511 MINNESOTA COACHES INC 101 EAST 10TH STREET SUITE 300 HASTINGS MN 55033 BUSSING 282390 ALLIANTGROUP LP 3009 POST OAK BLVD/ HOUSTON TX 77056 ACCOUNTING 201682 GENERATION BRANDING & COMMUNICATION PO BOX 73 DALLAS TX 753733463 MARKETING 123926 7 1016990 2622072 86258 3639062 TUITION & FEES 611600 27473001 27473001 AUXILIARY ACTIVITIES 611600 3539827 3539827 MANAGEMENT FEES 611600 1877088 1877088 MISC OTHER 611600 815335 815335 33705251 765333 765333 55836 55836 1537313 1252267 285046 285046 285046 35156579 34190244 12842 966335 -12842 953493 953493 611338 393393 217945 130800 87145 39621966 34658744 415846 908314 7323775 7323775 1306200 1306200 858906 858906 10452075 9859398 260351 332326 574001 534617 15485 23899 2993126 2801903 75050 116173 881374 833775 20891 26708 8845 8845 88159 88159 1958047 1489522 468525 192320 199357 -7037 960609 855207 64093 41309 288337 225630 62707 1131450 1042447 89003 890088 722810 147090 20188 146501 4952 108976 32573 814725 814725 2062677 1120057 942620 624436 560256 64180 COGS 1270731 1244833 25898 ACTIVITY FEES 910538 910538 PROGRAM 893594 893594 MEALS 636610 636610 1167397 652589 433568 81240 38434521 34076976 3683129 674416 7960550 8740585 745888 381946 188975 132067 4208323 2644719 135595 147376 282971 506855 85492958 37268542 49459207 48224416 33574141 38677469 3950968 4567786 2108435 1555997 102615053 105579216 1095972 988679 12047660 12611694 24389102 23801754 1368983 1568525 38901717 38970652 X 28770662 29804022 34942674 36804542 63713336 66608564 102615053 105579216 X 1187445 1102773 605010 X false true X true false X 7718647 6701464 4921593 2921362 3639062 25902128 7718647 6701464 4921593 2921362 3639062 25902128 6402037 19500091 346616 443116 433354 610931 821169 2655186 16822 50056 260932 327810 275295 453128 552183 512650 178146 1971402 30856526 145117374 0.63200 0.62630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28456905 273952 2391637 1149929 29972565 21240368 5624116 2623428 1056244 28431668 18822615 2137186 1779350 -1621677 21383449 21648520 468618 -2621554 406994 19088590 14213970 4679629 3690567 935646 21648520 0.00230 0.91740 0.08030 false false 412298 412298 75122009 28754768 46367241 7601910 6979036 622874 2356741 1534738 822003 48224416 STUDENT AND ORGANIZATIONS' DEPOSITS 1754146 OTHER LIABILITIES 178025 ANNUITIES PAYABLE 63055 UNAMORTIZED BOND COSTS -426701 1568525 X 34257291 1102788 2250671 3353459 30903832 88159 8629975 8718134 39621966 31362048 1645661 1645661 29716387 88159 8629975 8718134 38434521 SCHEDULE D, PAGE 2, PART V, LINE 4 THE SCHOOL HAS ADOPTED INVESTMENT AND SPENDING POLICIES, APPROVED BY THE BOARD OF TRUSTEES, FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS OVER THE LONG-TERM. SCHEDULE D, PAGE 3, PART X THE SCHOOL AND FOUNDATION ARE EXEMPT FROM FEDERAL AND MINNESOTA TAXATION PURSUANT TO THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 290.05 OF THE MINNESOTA STATUTES AND IS ONLY SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. IN ADDITION, THE SCHOOL QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS A SCHOOL THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE SCHOOL HAS NOT BEEN RECENTLY AUDITED BY THE INTERNAL REVENUE SERVICE; AND ACCORDINGLY, THE BUSINESS TAX RETURNS FOR THE PAST THREE YEARS ARE OPEN TO EXAMINATION. THE SCHOOL HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT THEY DO NOT RESULT IN ANYTHING THAT WOULD REQUIRE EITHER RECORDING OR DISCLOSURE IN THE FINANCIAL STATEMENTS BASED ON THE CRITERIA SET FORTH IN ASC 740, INCOME TAXES. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST 3,121 UNREALIZED LOSS ON LIVING TRUST 601,889 RENTAL EXPENSES 1,252,267 COGS 88,713 NON UBIT COGS 304,681 SCHEDULE D, PAGE 4, PART XI, LINE 4B TUITION ASSISTANCE 8,629,975 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 1,252,267 COGS 88,713 NON UBI COGS 304,681 SCHEDULE D, PAGE 4, PART XII, LINE 4B TUITION ASSISTANCE 8,629,975 true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 ALL MARKETING AND ADVERTISING INCLUDES NONDISCRIMINATION POLICIES. false EAST ASIA & THE PACIFIC SCHOLARSHIPS SCHOLARSHIPS 475700 RUSSIA & NEIGHBORING STATES SCHOLARSHIPS SCHOLARSHIPS 61500 NORTH AMERICA SCHOLARSHIPS SCHOLARSHIPS 80000 EUROPE SCHOLARSHIPS SCHOLARSHIPS 340500 SOUTH AMERICA SCHOLARSHIPS SCHOLARSHIPS 15000 SUB-SAHRAN AFRICA SCHOLARSHIPS SCHOLARSHIPS 235500 CENTRAL AMERICA AND THE CARIBBEAN SCHOLARSHIPS SCHOLARSHIPS 98000 1306200 1306200 FINANCIAL AID/SCHOLARSHIP EAST ASIA & THE PACIFIC 41 475700 TUITION REDUCT FINANCIAL AID/SCHOLARSHIP RUSSIA & NEIGHBORING STATES 1 61500 TUITION REDUCT FINANCIAL AID/SCHOLARSHIP NORTH AMERICA 5 80000 TUITION REDUCT FINANCIAL AID/SCHOLARSHIP EUROPE 8 340500 TUITION REDUCT FINANCIAL AID/SCHOLARSHIP SOUTH AMERICA 1 15000 TUITION REDUCT FINANCIAL AID/SCHOLARSHIP SUB-SAHARAN AFRICA 6 235500 TUITION REDUCT FINANCIAL AID/SCHOLARSHIP CENTRAL AMERICA AND THE CARIBBEAN 2 98000 TUITION REDUCT false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 3 EAST ASIA & THE PACIFIC 475,700 0 RUSSIA & NEIGHBORING STATES 61,500 0 NORTH AMERICA 80,000 0 EUROPE 340,500 0 SOUTH AMERICA 15,000 0 SUB-SAHRAN AFRICA 235,500 0 CENTRAL AMERICA AND THE CARIBBEAN 98,000 0 true DOMESTIC SCHOLARSHIPS 177 7323775 SCHEDULE I, PAGE 1, PART I, LINE 2 A LIST OF SCHOLARSHIPS AND ANY SPECIFIC REQUIREMENTS OF THE SCHOLARSHIP ARE AVAILABLE TO THE ADMISSIONS AND BUSINESS OFFICE. AS FINANCIAL AID APPLICATION ARE REVIEWED, SPECIFIC SCHOLARSHIPS ARE CONSIDERED AS A WAY TO HELP THE STUDENT AND FAMILY WITH THE FINANCIAL OBLIGATION. DEPENDING ON THE REQUESTS OF THE DONOR OF THE FUND, SPECIFIC INFORMATION MAY BE SENT TO THEM ABOUT THE STUDENT THAT RECEIVED THE SCHOLARSHIP. X true true X X false false false false false false false false false MATTHEW CAVELLIER HEAD OF SCHOOL 398264 20700 15459 434423 SCOTT RYBERG CFO 197727 11966 10348 220041 MATTHEW CAVELLIER CHILDREN OF OFFICER 86000 TUITION ASSISTANCE TUITION ASSISTANCE X 4 86258 FMV false true false SCHEDULE M, PAGE 2, PART II THE NUMBER IN COLUMN (B) IS THE NUMBER OF DONATIONS. FORM 990 - ORGANIZATION'S MISSION WE ARE A GLOBAL LEARNING COMMUNITY THAT HONORS TRADITION WHILE EMBRACING INNOVATION. BY CULTIVATING CREATIVE, INDEPENDENT THINKING, WE FOSTER THE TRANSFORMATION OF OUR STUDENTS TO BECOME CITIZENS OF INTEGRITY FOR AN EVER-CHANGING WORLD. WE AIM TO BE A DYNAMIC AND DIVERSE SCHOOL COMMUNITY COMMITTED TO EXCELLENCE, INTEGRITY AND INNOVATION, HERE AND BEYOND THE ARCH. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. IT IS ALSO PRESENTED TO CHAIRMAN OF FINANCE COMMITTEE AND REVIEWED BY THE CFO OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 12C MEMBERS OF THE BOARD SHALL ANNUALLY SUBMIT A STATEMENT TO THE SECRETARY OF THE BOARD ON OR BEFORE JULY 31 OF EACH YEAR, DISCLOSING WHETHER THE TRUSTEE HAS ENTERED INTO ANY CONTRACT CONSTITUTING A CONFLICT OF INTEREST TRANSACTION WITH THE SCHOOL OR WHETHER AN IMMEDIATE FAMILY OF THE TRUSTEE IS EMPLOYED BY THE SCHOOL. IF AN ISSUE ARISES, THE MEMBER OF THE BOARD WILL ABSTAIN FROM DECISIONS ON THE ISSUE. FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE COMMITTEE OF THE BOARD COORDINATES AND DOCUMENTS THE COMPENSATION FOR THE TOP OFFICIAL UTILIZING INDUSTRY METRICS. A NEW CONTRACT IS SIGNED EACH YEAR. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION IS BASED ON OUR OVERALL BUDGET ANALYSIS AND COMPARATIVE MARKET RESEARCH WITH THE HR DIRECTOR WHO DOCUMENTS THE PROCESS. A NEW CONTRACT IS SIGNED EACH YEAR. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 CHANGE IN VALUE IN CHARITABLE TRUSTS 601,889 CHANGE IN VALUE OF SI 3,121 TOTAL 605,010 SSM EDUCATIONAL SERVICES LLC 1000 SHUMWAY AVE FARIBAULT MN 55021 EDUCATION DE 1894429 50254 SHATTUCK ST MARY'S SCHOOL SHATTUCK - ST MARY'S FOUNDATION 1000 SHUMWAY AVE FARIBAULT MN 55021 680573764 DONATIONS MN 3 12A SHATTUCK ST MARY'S SCHOOL true LEGACY LAND DEVELOPMENT CO 1515 SHUMWAY AVE FARIBAULT MN 55021 411829634 REAL ESTAT MN SHATTUCK-S SHATTUCK-ST MARY'S SCHOOL C CORP 59826 1.00000 true LEGACY GOLF CORPORATION 1515 SHUMWAY AVE FARIBAULT MN 55021 411829635 GOLF COURS MN SHATTUCK-S SHATTUCK-ST MARY'S SCHOOL C CORP -35171 1474908 1.00000 true false false false true false false false false false false false false false false false false false false true LEGACY GOLF CORPORATION D 2148121 CASH SHATTUCK - ST MARY'S FOUNDATION S 1781869 CASH