2026-01-15T02:55:02-06:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2024-07-01 742636515 REGENTS SCHOOL OF AUSTIN INC REGE 5128998095 3230 TRAVIS COUNTRY CIRCLE AUSTIN TX 78735 LEE JONES TREASURER OF THE BOARD 5128998095 2026-01-13 1 1 MATTHEW PETROSKI P00853132 9726611843 2026-01-12 2024 2025-03-06 01:10:19Z LEE JONES 3230 TRAVIS COUNTRY CIRCLE AUSTIN TX 78735 27795129 0 X REGENTS-AUSTIN.COM X 1992 TX THE PURPOSE OF REGENTS SCHOOL OF AUSTIN IS TO PROVIDE A CLASSICAL (CONTINUED ON SCH. O)AND CHRISTIAN EDUCATION FOUNDED UPON AND INFORMED BY A BIBLICAL WORLDVIEW TO APPROXIMATELY 1,000 STUDENTS. 8 8 358 750 0 0 8343666 3680041 22263194 23111372 805588 909602 49667 48916 31462115 27749931 2736702 2726232 0 0 14753151 15548159 0 0 510623 7474612 6947060 24964465 25221451 6497650 2528480 67987414 70966424 20678633 21077025 47308781 49889399 THE PURPOSE OF REGENTS SCHOOL OF AUSTIN IS TO PROVIDE A CLASSICAL AND CHRISTIAN EDUCATION FOUNDED UPON AND INFORMED BY A BIBLICAL WORLDVIEW TO APPROXIMATELY 1,000 STUDENTS. 0 0 20889526 2726232 23111372 TO PROVIDE QUALITY CLASSICAL CHRISTIAN EDUCATION TO APPROXIMATELY 1,000 STUDENTS. 20889526 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 88 0 1 358 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 1 0 X LEE JONES 5128998095 3230 TRAVIS COUNTRY CIRCLE AUSTIN TX 78735 DAN PETERSON HEAD OF SCHOOL 40.00 X 401574 0 29313 KIRK AVERY DIRECTOR OF ADVANCEMENT 40.00 X 263596 0 26588 LEE JONES TREASURER/CFO/COO 40.00 1.00 X 230668 0 20103 BRYAN GUSTIN CHIEF TECHNOLOGY OFFICER 40.00 X 150061 0 22409 SHEILA HENDERSON ATHLETIC DIRECTOR 40.00 X 147423 0 21767 RONNIE LONG HEAD OF GRAMMAR SCHOOL 40.00 X 154946 0 9795 RYAN LISTER DIRECTOR OF RESIDENCY 40.00 X 123744 0 20162 WILL DAVIS CHAIR 2.50 0.05 X X 0 0 0 BRENT HEATH VICE CHAIR 2.50 X X 0 0 0 CARRAH ROY SECRETARY 1.50 X X 0 0 0 KELLY BENZON BOARD MEMBER 1.50 0.05 X 0 0 0 MARK FRANZ BOARD MEMBER 1.50 0.05 X 0 0 0 EMILY GAERTNER BOARD MEMBER 1.50 X 0 0 0 CHRIS JONES BOARD MEMBER 1.50 X 0 0 0 ANDY KUO BOARD MEMBER 1.50 X 0 0 0 1472012 0 150137 14 0 1 0 KAIROS TOURS LLC 3210 RIVA RIDGE ROAD AUSTIN TX 78746 TRAVEL SERVICES 860226 TX SINCLAIR BUILDERS PO BOX 9496 AUSTIN TX 78766 BUILDING SERVICES 379105 AIR CONDITIONING INNOVATIVE SOLUTIONS I PO BOX 675321 ATTN ACIS LOCKBOX DALLAS TX 75267 MAINTENANCE SERVICES 358358 PAGE SOUTHERLAND PAGE 400 W CESAR CHAVEZ STE 500 AUSTIN TX 78701 ARCHITECTURAL DESIGN 298270 ABS COMMERCIAL CLEANING 323 SOUTHWIND ROAD POINT VENTURE TX 78645 JANITORIAL SERVICES 255430 5 91634 211040 3377367 350306 3680041 TUITION AND FEES 611710 21973925 21973925 AUXILIARY INCOME 611710 1137447 1137447 23111372 907735 907735 40081 8835 0 0 40081 8835 48916 48916 2271 0 404 2271 -404 1867 1867 44794 91634 44794 0 27749931 23111372 0 958518 549665 549665 2176567 2176567 720853 264880 433138 22835 11586022 9051613 2214470 319939 616835 482146 117539 17150 1749711 1335449 365648 48614 874738 663744 186640 24354 26285 26285 19800 19800 19638 19638 97330 97330 74172 74172 130980 74660 36673 19647 2106027 1979668 105299 21060 1578668 1483948 78933 15787 194500 182830 9725 1945 INSTRUCTION EXPENSES 2512876 2512876 OTHER SCHOOL EXPENSES 128614 73310 36012 19292 STUDENT/PARENT COUNCIL 58170 58170 25221451 20889526 3821302 510623 138300 146225 16626959 16577836 10399822 8922351 8327685 8871753 50000 40000 706943 863325 49382600 21691402 27547069 27691198 4190636 7853736 67987414 70966424 842700 635719 19835933 20441306 20678633 21077025 X 36032940 40020015 11275841 9869384 47308781 49889399 67987414 70966424 X 2528480 52138 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4409355 615769 497911 222939 5300096 3365576 729417 450993 136631 4409355 3048951 137655 308704 129734 3365576 2751960 797801 -379932 120878 3048951 2317424 2500 535033 102997 2751960 1.00000 0.00000 0.00000 0 1 1 4833000 4833000 36091043 15398171 20692872 7369945 6293231 1076714 1088612 1088612 27691198 FUNDS IN ESCROW 100737 RESTRICTED CASH 7752999 7853736 X PART V, LINE 4: THE SCHOOL'S BOARD OF DIRECTORS DESIGNATED FUNDS TO FUNCTION AS AN ENDOWMENT TO HELP FUND FINANCIAL ASSISTANCE FOR STUDENTS. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND 2024, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NEWSPAPER AND RADIO ADS USED TO ADVERTISE THE SCHOOL'S OPEN HOUSES INCLUDED THE FOLLOWING STATEMENT: "REGENTS SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN." THE SCHOOL ALSO DISPLAYS A NOTICE OF ITS RACIALLY NON DISCRIMINATORY POLICY ON ITS PRIMARY PUBLICLY ACESSIBLE INTERNET HOMEPAGE AT ALL TIMES DURING ITS TAXABLE YEAR. REGENTS CUP 136428 91634 44794 31458 535 12801 136428 91634 44794 31458 535 12801 44794 0 1 REGENTS ENDOWMENT FUND 3230 TRAVIS COUNTRY CIR AUSTIN TX 78735 261379582 501(C)(3) 549665 0 ENDOWMENT FUNDS 1 0 FINANCIAL AID 187 2176567 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: INDIVIDUALS REQUESTING FINANCIAL AID COMPLETE A THIRD PARTY APPLICATION WHICH THEY SEND DIRECTLY TO THE PROCESSING SERVICE. REGENTS SCHOOL OF AUSTIN HAS USED FACTS GRANT AND AID ASSESSMENT, PO BOX 5688, LINCOLN, NE 68505 FOR THE PAST TEN YEARS TO PROCESS STUDENTS' REQUESTS FOR FINANCIAL AID. FACTS GRANT AND AID ASSESSMENT PROCESSES APPLICATIONS USING METHODOLOGY SIMILAR TO THE GOVERNMENT'S FAFSA APPLICATION FOR COLLEGE AND UNIVERSITY FINANCIAL AID. REGENTS SCHOOL OF AUSTIN USES FINANCIAL NEED RECOMMENDATIONS PROVIDED BY FACTS GRANT AND AID ASSESSMENT AS A BASIS FOR THE DISTRIBUTION OF AVAILABLE AID FUNDS ANNUALLY. GRANTS FOR TUITION ASSISTANCE ARE GIVEN ON A NEEDS-BASED ONLY BASIS. GRANTS ARE NON-DISCRIMINATORY. X 1 1 X X X 0 0 0 0 0 0 0 1 0 DAN PETERSON HEAD OF SCHOOL 281875 0 0 0 119699 0 16944 0 12369 0 430887 0 0 0 KIRK AVERY DIRECTOR OF ADVANCEMENT 147257 0 93000 0 23339 0 14046 0 12542 0 290184 0 0 0 LEE JONES TREASURER/CFO/COO 189738 0 20000 0 20930 0 13601 0 6502 0 250771 0 0 0 BRYAN GUSTIN CHIEF TECHNOLOGY OFFICER 150061 0 0 0 0 0 9867 0 12542 0 172470 0 0 0 SHEILA HENDERSON ATHLETIC DIRECTOR 147423 0 0 0 0 0 9571 0 12196 0 169190 0 0 0 RONNIE LONG HEAD OF GRAMMAR SCHOOL 128977 0 0 0 25969 0 9309 0 486 0 164741 0 0 0 PART I, LINE 1A DAN PETERSON RECEIVES TAXABLE ANNUAL TUITION REIMBURSEMENT FOR HIS CHILDREN TO ATTEND THE SCHOOL. THESE PAYMENTS ARE GROSSED UP SO THERE IS NO NEGATIVE TAX EFFECT ON THE EMPLOYEE. PART I, LINE 7 THE HEAD OF SCHOOL AWARDED PERFORMANCE BONUSES TO THE CFO FOR TAKING ON ADDITIONAL DURIES AS INTERIM COO, TO THE DIRECTOR OF ADVANCEMENT FOR FUNDRAISING RESULTS, AND TO THE DIRECTOR OF RESIDENCY FOR ACHEIVING CERTAIN PROGRAM GOALS. DANIEL PETERSON HEAD OF SCHOOL MORTGAGE LOAN X 100000 40000 0 1 1 40000 X 14 291696 PUBLICLY TRADED EXCHANGE X CRYPTOCURRENCY 1 42510 CRYPTO EXCHANGE X RAFFLE ITEMS 1 16100 COMPARABLE SALES 1 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS, RATHER THAN THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE SCHOOL USES A THIRD-PARTY VENDOR TO PROCESS CRYPTO DONATIONS. DONORS TRANSFER CRYPTO DIRECTLY TO THE VENDOR, WHO THEN MONITORS ITS FMV, SELLS IT, DEDUCTS A SMALL TRANSACTION FEE, AND REMITS THE NET PROCEEDS TO THE SCHOOL. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS - MEMBERS ARE NOT ELECTED BUT ATTAIN THAT STATUS BY VIRTUE OF HAVING A CHILD ENROLLED AS A STUDENT IN REGENTS SCHOOL OF AUSTIN. MEMBERS HAVE ALL THE RIGHTS, POWERS, AND PRIVILEGES ACCORDED TO THEM UNDER TEXAS LAW AND IN THE ARTICLES OF INCORPORATION AND BYLAWS, INCLUDING THE RIGHT TO VOTE FOR THE ELECTION OF ONE MEMBER OF THE GOVERNING BOARD EACH YEAR AND TO PARTICIPATE IN THE NOMINATION PROCESS BY SIGNING PETITIONS FOR CANDIDATES FOR ELECTION AND RECOMMENDING NAMES FOR APPOINTED POSITIONS. MEMBERS ALSO HAVE THE RIGHT TO APPEAR AT THE MEETINGS OF THE BOARD TO RAISE ISSUES OF CONCERN, IN CONSULTATION WITH THE BOARD CHAIRMAN. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD COMPLETES A THOROUGH REVIEW OF A REDACTED VERSION OF THE FORM 990 FOR APPROVAL AND FILING AUTHORIZATION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS ENFORCED UNDER THE BYLAWS OF THE REGENTS SCHOOL OF AUSTIN. EACH YEAR THE MEMBERS OF THE BOARD AND ALL COMMITTEES ARE ASKED TO REVIEW THE SCHOOL'S POLICY ON CONFLICTS OF INTEREST FOUND IN THE BYLAWS AND SIGN A STATEMENT THAT THEY HAVE CONDUCTED SUCH A REVIEW AND ARE IN COMPLIANCE WITH THE POLICY, WHICH REQUIRES DISCLOSURE OF ANY POSSIBLE CONFLICTS OF INTEREST AND CONSIDERATION BY THE BOARD OF WHETHER A CONFLICT EXISTS, AND IF SO, IS PERMISSIBLE AS BEING THE BEST INTERESTS OF THE SCHOOL ON TERMS THAT ARE FAIR AND REASONABLE TO THE SCHOOL. THE SCHOOL IS ALSO BEGINNING A PROCESS THROUGH WHICH ALL EXISTING CONTRACTS AND AGREEMENTS WILL BE REVIEWED TO VERIFY THAT NO CONFLICTS EXIST AND ASSURE THAT ALL CONTRACTS ENTERED INTO, WHETHER NEW OR THROUGH AN AMENDMENT TO EXISTING AGREEMENTS, CONTAIN LANGUAGE REQUIRING THE PARTY CONTRACTING WITH THE SCHOOL TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL - A COMPENSATION COMMITTEE IS APPOINTED BIENNIALLY BY THE BOARD TO REVIEW THE COMPENSATION OF THE HEAD OF SCHOOL. THE REVIEW EVALUATES THE PERFORMANCE OF THE HEAD IN LIGHT OF THE GOALS THAT HAVE BEEN COLLABORATIVELY ESTABLISHED BY THE HEAD OF THE SCHOOL AND BOARD AND BASED ON HIS SATISFACTION OF A SERIES OF OBJECTIVES, MEASURABLE CRITERIA, WITH INPUT FROM THE FULL BOARD. THE COMMITTEE ALSO COMPARES THE HEAD'S COMPENSATION TO THAT OF THE RELEVANT PEER GROUPINGS BASED ON AVAILABLE DATA, SPECIFICALLY THE AIDS OF COMPARABLE PRIVATE SCHOOLS IN THE AUSTIN AREA AND THROUGHOUT THE STATE OF TEXAS AND PUBLIC SCHOOL DISTRICT SUPERINTENDENTS IN THE CENTRAL TEXAS AREA. THE RECOMMENDATION OF THE COMPENSATION COMMITTEE IS BROUGHT TO THE FULL BOARD FOR APPROVAL. ALL DECISIONS REGARDING COMPENSATION FOR OFFICERS OR KEY EMPLOYEES ARE COMTEMPORANEOUSLY DOCUMENTED FOR RECORDKEEPING PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, WHICH INCLUDE THE CONFLICTS OF INTEREST POLICY, ARE MADE AVAILABLE TO MEMBERS OF THE SCHOOL AND THE PUBLIC ON REQUEST. THE FINANCIAL STATEMENTS ARE REVIEWED BY THE BOARD QUARTERLY IN A MEETING OPEN TO THE PUBLIC. THE ANNUAL BUDGET FOR THE SCHOOL, WHICH IS DEVELOPED OVER THE COURSE OF TWO OR MORE MEETINGS OPEN TO THE PUBLIC, IS FINALLY APPROVED BY THE BOARD IN A MEETING OPEN TO THE PUBLIC. FORM 990, PART XI, LINE 9: RECOVERY OF UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE 52,138. REGENTS ENDOWMENT FUND 3230 TRAVIS COUNTRY CIRCLE AUSTIN TX 78735 261379582 MANAGE THE SCHOOL'S QUASI-ENDOWMENT TX 501(C)(3) LINE 12A, I REGENTS SCHOOL OF AUSTIN INC 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 REGENTS ENDOWMENT FUND C 211040 CASH REGENTS ENDOWMENT FUND B 549665 CASH