2024-05-15T14:27:45-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2022-07-01 237099149 ST LUKE'S FOUNDATION INC STLU 2039665612 377 NORTH WILTON ROAD NEW CANAAN CT 06840 JULIA GABRIELE ASSOCIATE HEAD OF SCHOOL & CFO 2039665612 2024-05-15 1 JULIA GABRIELE XXX-XX-XXXX 0 LAURA J KENNEY P00202198 6177170831 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIA GABRIELE 377 NORTH WILTON ROAD NEW CANAAN CT 06840 40746793 0 X WWW.STLUKESCT.ORG X 1969 CT AN EXCEPTIONAL EDUCATION THAT INSPIRES A DEEP LOVE OF LEARNING, A STRONG MORAL COMPASS, THE COMMITMENT TO SERVE, AND THE CONFIDENCE TO LEAD. 27 25 242 27 -31555 0 3490483 4393775 28835424 30005605 275278 -346502 2536 8278 32603721 34061156 3280487 3731125 0 0 18925479 19574538 0 0 2052114 10773771 11787253 32979737 35092916 -376016 -1031760 127058323 133220248 37081503 39249107 89976820 93971141 X AN EXCEPTIONAL EDUCATION THAT INSPIRES A DEEP LOVE OF LEARNING, A STRONG MORAL COMPASS, THE COMMITMENT TO SERVE, AND THE CONFIDENCE TO LEAD. 0 0 23814981 3731125 30005605 ACADEMIC PROGRAM - FROM THE BOLD-LETTERED "ENTER TO LEARN, GO FORTH TO SERVE" MOTTO THAT EVERY STUDENT SEES AS THE DAY BEGINS, TO THE RICH LEARNING OPPORTUNITIES IN AND OUT OF THE CLASSROOM, THE ST. LUKE'S COMMUNITY INSPIRES STUDENTS TO REACH BEYOND THEMSELVES AS EMERGING LEADERS IN ACADEMICS, ATHLETICS, SERVICE AND THE ARTS.THE SCHOOL'S DYNAMIC CURRICULUM AND CARING FACULTY CREATE A COMMUNITY WHERE ACADEMIC RIGOR IS BALANCED WITH A THOUGHTFUL SUPPORT THAT HAS THE SUCCESS OF EACH STUDENT IN MIND. TEACHERS ENCOURAGE STUDENTS TO CHALLENGE THEMSELVES THROUGH COLLABORATIVE, EXPERIENCE-BASED LEARNING. FROM THE MIDDLE SCHOOL'S CHALLENGE 20/20, IN WHICH ST. LUKE'S IS PAIRED WITH AN INTERNATIONAL SCHOOL TO TACKLE A GLOBAL ISSUE, TO THE GLOBAL SCHOLARS HONORS DISTINCTION IN THE UPPER SCHOOL, STUDENTS APPLY CRITICAL THINKING, ANALYSIS AND CREATIVE PROBLEM-SOLVING TO REAL-WORLD EXAMPLES. 23814981 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 1 115 0 1 242 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 27 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X JULIA GABRIELE ASSOCIATE HEAD OF S 2038014854 377 NORTH WILTON RD NEW CANAAN CT 06840 JENNIFER FOSTER CHAIR 5.00 X X 0 0 0 CHRISTOPHER ROSOW VICE-CHAIR 5.00 X X 0 0 0 ROBERT CIOFFI TREASURER 5.00 X X 0 0 0 CHRISTY HAHN SECRETARY 5.00 X X 0 0 0 CHRISTOPHER WEARING TRUSTEE 1.00 X 0 0 0 LA'VANDRA DUPREE TRUSTEE 1.00 X 0 0 0 MYLES GAINES TRUSTEE 1.00 X 0 0 0 ANDREW HOBSON TRUSTEE 1.00 X 0 0 0 MICHAEL KRAMER TRUSTEE 1.00 X 0 0 0 TIMOTHY LEWIS TRUSTEE 1.00 X 0 0 0 FARHAN MEMON TRUSTEE 1.00 X 0 0 0 KATHERINE OWSLEY TRUSTEE 1.00 X 0 0 0 DANIEL PRATT TRUSTEE 1.00 X 0 0 0 RICHARD RILEY TRUSTEE 1.00 X 0 0 0 JAMES ROGERS TRUSTEE 1.00 X 0 0 0 MARGARET SARKELA TRUSTEE 1.00 X 0 0 0 KAREN STAMOULIS TRUSTEE 1.00 X 0 0 0 JILL STUTE TRUSTEE 1.00 X 0 0 0 DAVID DJ WOLFF TRUSTEE 1.00 X 0 0 0 ANDREW GERBER TRUSTEE 1.00 X 0 0 0 MICHAEL RICCARDI TRUSTEE 1.00 X 0 0 0 KATHERINE ROTHSCHILD TRUSTEE 1.00 X 0 0 0 DARLENE SEITZ TRUSTEE 1.00 X 0 0 0 MATTHEW DRAPKIN TRUSTEE 1.00 X 0 0 0 PAM FELDSTEIN TRUSTEE 1.00 X 0 0 0 ANDREA LISHER TRUSTEE 1.00 X 0 0 0 GRETCHEN WAGNER TRUSTEE 1.00 X 0 0 0 MARY H CARTER HEAD OF SCHOOL (AS OF 07/22) 40.00 X 327321 0 79003 JULIA A GABRIELE ASSOCIATE HEAD OF SCHOOL & CFO 40.00 X 405739 0 102421 JAMES FOLEY ASST. HOS FOR LEADERSHIP & INNOVATION 40.00 X 211036 0 86143 JONATHAN JODKA DIRECTOR OF DEVELOPMENT 40.00 X 218763 0 67100 ELIZABETH PERRY HEAD OF UPPER SCHOOL 40.00 X 233265 0 69098 NANCY TROEGER DIRECTOR OF COMMUNICATIONS 40.00 X 175031 0 76185 SONIA BELL DIR OF COLLEGE COUNSELING 40.00 X 173068 0 10034 AMBER BERRY HEAD OF MIDDLE SCHOOL 40.00 X 159757 0 15934 MARGARET PAULSON ASSOCIATE DIRECTOR OF DEVELOPMENT 40.00 X 158904 0 54412 MARK DAVIS FORMER HEAD OF SCHOOL (UNITL 6/22) 0.00 X 459289 0 121765 2522173 0 682095 45 1 1 0 0 12385 4381390 1344180 4393775 TUITION REVENUE 611710 28650742 28650742 MISCELLANEOUS PROGRAMS 611710 962984 962984 TECHNOLOGY FEES 611710 291800 291800 BOOKS & MATERIALS 611710 74504 74504 APPLICATION FEES 611710 25575 25575 30005605 311474 -31555 343029 5987092 6645068 -657976 -657976 -657976 48847 12385 40569 8278 8278 34061156 30005605 -31555 -306669 3731125 3731125 1916545 543767 706919 665859 11980241 7611886 3726742 641613 985256 525213 460043 3615871 1952784 1511971 151116 1076625 543682 487338 45605 71168 71168 157951 157951 162782 162782 5748 5748 265798 265798 124775 69890 49109 5776 503243 460862 38033 4348 576766 498452 71368 6946 2478 2478 323387 306957 9099 7331 379943 379943 2384995 2156803 197988 30204 394423 356687 32739 4997 FACILITIES (R&M) 1792646 1604527 165649 22470 DINING SERVICES 1135345 1040871 84529 9945 OTHER INSTRUCTIONAL EXP 984454 955284 16658 12512 ATHLETIC DEPARTMENT 789199 788199 1000 1732152 667992 623246 440914 35092916 23814981 9225821 2052114 4006 28292 6076180 7355497 546766 965360 19943345 20305827 501707 171112 81628596 32378869 50677301 49249727 48089941 53286648 1219077 1857785 127058323 133220248 237422 484236 24635263 26363282 24624 27002 11153239 10921116 1030955 1453471 37081503 39249107 X 62357700 63297105 27619120 30674036 89976820 93971141 127058323 133220248 X -1031760 4480882 545199 X 0 1 X 1 0 X 4522392 5318841 5099975 3476433 4393775 22811416 4522392 5318841 5099975 3476433 4393775 22811416 506781 22304635 1380145 1027267 970455 672059 311474 4361400 65904 63180 60202 48847 238133 27410949 137614853 0.81370 0.78780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENTS - 2018 AMOUNT: $ 65,904. 2020 AMOUNT: $ 63,180. 2021 AMOUNT: $ 60,202. 2022 AMOUNT: $ 48,847. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 38528123 1499045 3674939 350980 1266998 42084129 44430126 1451659 -6052542 329210 971910 38528123 34429307 2725311 8672214 238350 1158356 44430126 31138597 4572325 -275066 217920 788629 34429307 31549235 2218117 -136723 192500 2299532 31138597 0.30580 0.55110 0.14310 0 0 4407537 4407537 62261898 22006043 40255855 159912 159912 0 7348492 5784542 1563950 7450757 4428372 3022385 49249727 DEFERRED COMPENSATION 1070177 CAPITAL LEASE 383294 1453471 34546391 4480882 545199 5026081 29520310 162782 4378064 4540846 34061156 30552070 0 30552070 162782 4378064 4540846 35092916 PART IV, LINE 2B: THESE AMOUNTS ARE FUNDS RAISED BY STUDENT GROUPS FOR THEIR OWN BENEFIT OR THE BENEFIT OF OTHER ORGANIZATIONS. PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO SUPPORT AND FURTHER ACHIEVE THE SCHOOL'S STATED MISSION THROUGH EDUCATIONAL AND EXTRACURRICULAR PROGRAMMING. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF SWAP AGREEMENT 545,199. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS - SCHOLARSHIP/TUITION REMISSION 4,337,495. FUNDRAISING EXPENSES 40,569. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS- SCHOLARSHIP/TUITION REMISSION 4,337,495. FUNDRAISING EXPENSES 40,569. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ST. LUKE'S FOUNDATION, INC. PUBLISHES ITS POLICY OF NONDISCRIMINATION ON THE BASIS OF RACE, COLOR, RELIGION, SEXUAL ORIENTATION, AND NATIONAL OR ETHNIC ORIGIN ON THE HOMEPAGE OF THE SCHOOL'S WEBSITE. SPRING GATHERING 61232 12385 48847 40569 61232 12385 48847 40569 40569 8278 1 FINANCIAL AID, BOOKS, TRANSPORTATION, ETC. 91 3731125 FMV (CURRENT TUITION RATES) TUITION ASSISTANCE, BOOKS, TRIPS, ETC. PART I, LINE 2: FINANCIAL AID IS PROVIDED VIA A REDUCTION IN TUITION. FINANCIAL AID IS AVAILABLE FOR QUALIFIED STUDENTS ON THE BASIS OF NEED DETERMINED BY THE SCHOOL AND STUDENT SERVICES (SSS) GUIDELINES WHICH PROVIDE A FINANCIAL AID NEED ANALYSIS BASED ON CONFIDENTIAL INFORMATION PROVIDED BY FAMILIES. THE SCHOLARSHIPS ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMINATORY MANNER. ALL SCHOLARSHIPS ARE MADE DIRECTLY AS CREDITS AGAINST STUDENT ACCOUNTS AND NO CASH REFUNDS ARE ISSUED FOR ANY PURPOSE. X 1 1 X X X X 1 1 0 0 0 0 0 1 1 1 MARK DAVIS FORMER HEAD OF SCHOOL (UNITL 6/22) 361660 0 0 0 97629 0 46850 0 74915 0 581054 0 0 0 JULIA A GABRIELE ASSOCIATE HEAD OF SCHOOL & CFO 352316 0 50307 0 3116 0 36600 0 65821 0 508160 0 0 0 MARY H CARTER HEAD OF SCHOOL (AS OF 07/22) 299934 0 154 0 27233 0 21250 0 57753 0 406324 0 0 0 ELIZABETH PERRY HEAD OF UPPER SCHOOL 206478 0 25307 0 1480 0 15810 0 53288 0 302363 0 0 0 JAMES FOLEY ASST. HOS FOR LEADERSHIP & INNOVATIO 207949 0 307 0 2780 0 26956 0 59187 0 297179 0 0 0 JONATHAN JODKA DIRECTOR OF DEVELOPMENT 215064 0 307 0 3392 0 11579 0 55521 0 285863 0 0 0 NANCY TROEGER DIRECTOR OF COMMUNICATIONS 171611 0 304 0 3116 0 9300 0 66885 0 251216 0 0 0 MARGARET PAULSON ASSOCIATE DIRECTOR OF DEVELOPMENT 155820 0 304 0 2780 0 12802 0 41610 0 213316 0 0 0 SONIA BELL DIR OF COLLEGE COUNSELING 170948 0 304 0 1816 0 0 0 10034 0 183102 0 0 0 AMBER BERRY HEAD OF MIDDLE SCHOOL 156945 0 304 0 2508 0 15934 0 0 0 175691 0 0 0 PART I, LINE 1A HOUSING: THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. PART I, LINES 4A-B LINE 4A: MARK DAVIS RECEIVED A SEVERANCE PAYMENT OF $87,500. LINE 4B: THE FORMER HEAD OF SCHOOL PARTICIPATED IN A 457(F) PLAN. HE VESTED IN ACCRUALS MADE INTO HIS 457(F) PLAN MADE ON OR AFTER JULY 1, 2019 ON JUNE 30, 2022, AS HE REMAINED IN THE EMPLOY OF THE SCHOOL THROUGH SUCH VESTING DATE. THERE WERE NO ACCRUALS OF DEFERRED COMPENSATION BETWEEN JULY 1, 2019 AND JUNE 30, 2022. PART I, LINE 7 HOLIDAY APPRECIATION BONUSES WERE PROVIDED TO FULL TIME EMPLOYEES AND SOME PERFORMANCE BASED BONUSES FOR SELECT EMPLOYEES. PART I, LINE 8 THE HEAD OF SCHOOL, MARY H. CARTER, IS IN HER INITIAL EMPLOYMENT CONTRACT WITH ST. LUKE'S SCHOOL EFFECTIVE JULY 1, 2022 THROUGH JUNE 30, 2025. 32325 FINANCIAL AID TUITION 18078 FINANCIAL AID TUITION X 23 1344180 FMV ON DATE OF GIFT 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF STOCK DONATIONS MADE TO THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990 BEFORE FILING. CERTAIN DONORS MAY BE REDACTED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES SIGN CONFLICT OF INTEREST AGREEMENTS ANNUALLY. NO TRUSTEE HAVING INTERESTS CONFLICTING WITH THE INTERESTS OF THE SCHOOL OR APPEARING TO CONFLICT SHALL TAKE PART IN THE DELIBERATIONS OR VOTES OF THE BOARD INVOLVING THE QUESTION CONCERNING WHICH THE CONFLICT ARISES NOR SEEK TO INFLUENCE THE OTHER TRUSTEES ON THAT QUESTION. ANY EMPLOYEE OR TRUSTEE WHO IS UNSURE WHETHER A CONFLICT OF INTEREST MAY EXIST SHOULD RAISE THE ISSUE WITH THE CHAIR OF THE BOARD OR THE HEAD OF SCHOOL, WHO, WHERE APPROPRIATE, SHALL PROPOSE A MANNER OF RESOLUTION OF THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE SCHOOL. COMPETITIVE COMPENSATION DATA FROM VARIOUS SOURCES, EXPERIENCE, AND PERFORMANCE REVIEWS ARE UTILIZED IN THIS DETERMINATION PROCESS AND DOCUMENTED BY THE EXECUTIVE COMMITTEE. THE REVIEW AND APPROVAL OF THE COMPENSATION OF THE HEAD OF SCHOOL AND OTHERS OCCURS ANNUALLY. THE HEAD OF SCHOOL DETERMINES AND DOCUMENTS THE COMPENSATION FOR OFFICERS AND OTHER KEY EMPLOYEES USING THE OVERALL COMPENSATION INCREASE POOL APPROVED BY THE BOARD OF TRUSTEES, COMPETITIVE COMPENSATION DATA, EXPERIENCE AND PERFORMANCE REVIEWS. THE DELIBERATION AND DECISION REGARDING REVIEW AND APPROVAL OF THE HEAD OF SCHOOL'S COMPENSATION IS DOCUMENTED. THE LAST YEAR THE PROCESS WAS COMPLETED IS 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE SCHOOL'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF SWAP AGREEMENT 545,199. 182 DEEP VALLEY ROAD LLC 10 SASCO HILL ROAD FAIRFIELD CT 06824 853828128 REAL ESTATE INVESTMENT CT 117000 1451266 ST LUKE'S FOUNDATION INC RESERVOIR VIEW REAL ESTATE LLC 600 SUMMER STREET STAMFORD CT 06901 861620268 REAL ESTATE INVESTMENT CT 138000 1361495 ST LUKE'S FOUNDATION INC DEEP VALLEY ROAD LLC 600 SUMMER STREET STAMFORD CT 06901 871462296 REAL ESTATE INVESTMENT CT 116165 1459774 ST LUKE'S FOUNDATION INC