2024-05-15T15:39:14-04:00 2023-06-30 416192096 BOYUM & BARENSCHEER PLLP 3050 METRO DR STE 200 MINNEAPOLIS MN 554251547 990 2022-07-01 410696908 SHATTUCK-ST MARY'S SCHOOL SHAT 5073331500 1000 SHUMWAY AVENUE PO BOX 218 FARIBAULT MN 55021 SCOTT RYBERG CFO 5073331500 2024-05-15 true SCOTT RYBERG 999009999 false BECKY L GIBBS P01379383 9528544244 2024-05-13 2022 2023-04-26 12:10:37Z MATTHEW CAVELLIER 1000 SHUMWAY AVENUE FARIBAULT MN 55021 40549411 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. 21 20 333 24 125203 6701464 4921593 27145803 28737572 385133 2042016 264488 307916 34496888 36009097 7424832 8173685 0 12722425 13788708 0 586045 12729624 12702597 32876881 34664990 1620007 1344107 94717354 95329141 38560084 37814320 56157270 57514821 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 30600382 8173685 28737572 PRIVATE BOARDING SCHOOL EXPENSES: INCLUDES COSTS OF INSTRUCTION, BUILDING AND GROUNDS MAINTENANCE, STUDENT FOOD AND AUXILIARY SERVICES. 30600382 true true false false false false false false false true true false false false true true false true true false true false true false false false false false true true false false false false false false false false true false false false true true true true false false true 151 0 true 333 true true true false false false false false false false false false false false X 21 20 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 302656 0 23111 SCOTT RYBERG CFO 39.00 1.00 X 147091 0 14480 COURTNEY CAVELLIER CHIEF ACADEM 40.00 X 131371 0 23942 THOMAS WARD BOYS PREP HE 40.00 X 113751 0 13556 NICHOLAS COBBETT PRESIDENT SS 40.00 X 110173 0 14961 SEAN BUSHEY DR. OF BOYS 40.00 X 101786 0 31219 BISHOP CRAIG LOYA HONORARY CHA 2.00 X 0 0 0 KRISTI KLUNGNESS CHAIR 2.00 X X 0 0 0 TAMARA NELSEN VICE CHAIR 2.00 X X 0 0 0 MEGAN TROUT SECRETARY/TR 2.00 X X 0 0 0 LEV ALCOTT TRUSTEE 2.00 1.00 X 0 0 0 BRANT BARR TRUSTEE 2.00 X 0 0 0 NORA BROWN TRUSTEE 2.00 X 0 0 0 DONNA BURCH-BROWN ALUMNI ASN P 2.00 X 0 0 0 ED CARPENTER TRUSTEE 2.00 X 0 0 0 DAVID DUNCOMBE TRUSTEE 2.00 X 0 0 0 JONATHAN HANCOCK TRUSTEE 2.00 X 0 0 0 PAUL JEREMIASSEN TRUSTEE 2.00 X 0 0 0 MICHAEL JOHNSON TRUSTEE 2.00 1.00 X 0 0 0 JOEL MACINTOSH TRUSTEE 2.00 X 0 0 0 PAULA MCCREA PARENT ASN P 2.00 X 0 0 0 DAVID NICOL TRUSTEE 2.00 X 0 0 0 KRISTEN SAGAERT 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 RUTH WIEGAND TRUSTEE 2.00 X 0 0 0 906828 121269 6 false true false SYSCO-MINNESOTA INC PO BOX 49730 BLAINE MN 55449 CAFETERIA 480155 MARSDEN BUILDING MAINTENANCE 1717 UNIVERSITY AVE W ST PAUL MN 55104 CLEANING 365923 MINNESOTA COACHES 101 EAST 10TH STREET SUITE 300 HASTINGS MN 55033 BUSSING 288603 DORSEY & WHITNEY PO BOX 1680 MINNEAPOLIS MN 55402 LEGAL 124962 FLOORS BY FARMER INC 502 CENTRAL AVE FARIBAULT MN 55021 FLOORING 115211 7 4921593 161899 4921593 TUITION & FEES 611600 25653760 25653760 AUXILIARY ACTIVITIES 611600 2397258 2397258 MANAGEMENT FEES 611600 355232 355232 MISC OTHER 611600 331322 331322 28737572 369050 369050 64304 64304 1383531 1333475 50056 50056 50056 4521178 2848212 1672966 1672966 1672966 552183 358627 193556 75147 118409 36009097 28737572 125203 2224729 7582785 7582785 590900 590900 637765 637765 10259760 9793462 174813 291485 2891183 2741997 56414 92772 1549773 1128658 421115 37546 43569 -6023 891193 789068 65380 36745 293656 230964 62692 1187666 1100431 87235 794468 650104 121424 22940 106448 4454 84797 17197 849641 849641 2008565 1093318 915247 421452 396185 25267 COGS 1160007 1098649 61358 PROGRAM 877372 877372 ACTIVITY FEES 851976 851976 MEALS 537980 537980 1134854 450745 559203 124906 34664990 30600382 3478563 586045 10364568 9090021 654611 906328 268329 306793 2523640 2855785 131018 132028 112226 267014 83010507 32589231 52349165 50421276 26505997 25474801 3932774 1807800 1942321 94717354 95329141 1083217 1216278 11027060 10646521 25507099 24866482 942708 1085039 38560084 37814320 X 30529811 29716121 25627459 27798700 56157270 57514821 94717354 95329141 X 1344107 16479 -3035 X false true X true false X 2532308 9230788 7718647 6701464 4921593 31104800 2532308 9230788 7718647 6701464 4921593 31104800 8879744 22225056 551198 346616 443116 433354 1774284 16822 50056 66878 551711 438283 275295 453128 552183 2270600 35216562 139716116 0.63110 0.62730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18822615 2137186 1779350 -1621677 21383449 21648520 468618 -2621554 406994 19088590 14213970 4679629 3690567 935646 21648520 14590117 53749 47584 477480 14213970 13767892 762985 491559 432319 14590117 0.00320 0.94030 0.05650 false false 412298 412298 72883823 24523866 48359957 7357645 6694840 662805 2356741 1370525 986216 50421276 STUDENT AND ORGANIZATIONS' DEPOSITS 1397966 OTHER LIABILITIES 74273 ANNUITIES PAYABLE 72306 UNAMORTIZED BOND COSTS -459506 1085039 X 29540958 16479 1689067 1705546 27835412 8173685 8173685 36009097 28183407 1692102 1692102 26491305 8173685 8173685 34664990 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 IS 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. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST 6,902 SALES OF INVENTORY COGS 316,510 UNREALIZED LOSS ON LIVING TRUST -9,937 990-T EXPENSES 1,375,592 SCHEDULE D, PAGE 4, PART XI, LINE 4B TUITION ASSISTANCE 8,173,685 SCHEDULE D, PAGE 4, PART XII, LINE 2D SALE OF INVENTORY COGS 316,510 990-T EXPENSES 1,375,592 SCHEDULE D, PAGE 4, PART XII, LINE 4B TUITION ASSISTANCE 8,173,685 BOOK / TAX DEPRECIATION DIFFERENCE 301,203 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 297200 RUSSIA & NEIGHBORING STATES SCHOLARSHIPS SCHOLARSHIPS 113000 NORTH AMERICA SCHOLARSHIPS SCHOLARSHIPS 20000 EUROPE SCHOLARSHIPS SCHOLARSHIPS 153200 SOUTH AMERICA SCHOLARSHIPS SCHOLARSHIPS 7500 590900 590900 FINANCIAL AID/SCHOLARSHIP EAST ASIA & THE PACIFIC 12 297200 TUITION REDUCT FINANCIAL AID/SCHOLARSHIP RUSSIA & NEIGHBORING STATES 2 113000 TUITION REDUCT FINANCIAL AID/SCHOLARSHIP NORTH AMERICA 1 20000 TUITION REDUCT FINANCIAL AID/SCHOLARSHIP EUROPE 4 153200 TUITION REDUCT FINANCIAL AID/SCHOLARSHIP SOUTH AMERICA 1 7500 TUITION REDUCT false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 3 EAST ASIA & THE PACIFIC 297,200 0 RUSSIA & NEIGHBORING STATES 113,000 0 NORTH AMERICA 20,000 0 EUROPE 153,200 0 SOUTH AMERICA 7,500 0 SCHEDULE F, PAGE 5, PART V SHATTUCK-ST. MARY'S SCHOOL CREATED SHATTUCK-ST. MARY'S EDUCATIONAL SERVICES, LLC. THE OBJECTIVES IS TO COMBINE THE ADVANCED HIGH SCHOOL CURRICULUM OF USA WITH FOREIGN HIGH SCHOOL CURRICULUM, USING SCIENTIFIC MEASURES OF EDUCATION AND MANAGEMENT. IT IS USED TO PREPARE FOREIGN STUDENTS FOR INTERNATIONAL VISION AND HIGH QUALITY, LAYING A FOUNDATION FOR THEM TO APPLY FOR WORLD'S LEADING UNIVERSITIES. SHATTUCK-ST. MARY'S SCHOOL RESPONSIBILITIES ARE: 1)TO MAKE ASSESSMENT AND GIVE SUGGESTIONS ON HIGH SCHOOL'S EQUIPMENTS; CLASSROOMS, READING ROOMS, IT ROOMS, LABORATORIES, EXAM ROOMS, SECURITY ROOMS AND OTHER TEACHING FACILITIES, SO THAT THEY CAN MEET THE REQUIREMENT FOR THE DELIVERY OF AMERICAN HIGH SCHOOL COURSES AND SELECTED AP COURSES; 2) TO SELECT AND APPOINT QUALIFIED TEACHERS FROM TO TEACH AMERICAN COURSES (INCLUDING AP) IN THE PROGRAM. TO BE RESPONSIBLE OF MANAGING TEACHERS, AND TO ENSURE THE TEACHING QUALITY OF THE AMERICAN COURSES; 3) SERVE AS THE ON-SITE ADMINISTRATORS THROUGHOUT THE COURSE OF THE YEAR. 4) AMERICAN TEACHERS IN THE PROGRAM ALSO HAVE THE DUTY OF TEACHING ELECTIVE COURSES IN GENERAL WHEN NECESSARY; 5) TO SELECT AND APPOINT THE ACADEMIC PRINCIPAL FOR THE PROGRAM; 6) GRANT A U.S. ACCREDITED SSM DEGREE, UPON COMPLETION OF THE SCHOOL'S GRADUATION REQUIREMENTS; 7) TO PARTICIPATE IN RECRUITING AND PROPAGANDA OF THE PROGRAM; 8) TO INTRODUCE AND TEACH AMERICAN COURSES INCLUDING AP AND TO PROVIDE RELATED TEXTBOOKS AND ALL SORTS OF TEACHING MATERIALS. TO PROMPTLY SEND THE BOOKLIST AND DESCRIPTIONS OF THE COURSES TO THE RELATED GOVERNMENT AUTHORITIES FOR REVIEW; 9)TO PROVIDE DEMO CLASSES AND CASE STUDY LECTURES FOR THE PROGRAM TEACHERS FROM PARTY A AND TO HOLD LECTURES ON ACADEMICS AND COLLEGE ADMISSION TO THE PROGRAM STUDENTS; 10) TO ACCEPT PROGRAM TEACHERS TO HAVE SHORT-TERM TRAINING OR PROGRAM STUDENTS TO STUDY IN THE CAMPUS OF SHATTUCK-ST.MARRY'S SCHOOL, WHILE DETAILED TIME, PLAN AND OTHER INFORMATION TO BE FURTHER DISCUSSED BY BOTH SIDES; 11) TO OFFER PERIODIC CONSULTATION TO THE PROGRAM STUDENTS AND PARENTS INCLUDING RECRUITING COUNSELING, SPECIAL PROGRAM COUNSELING, COURSE COUNSELING, COLLEGE COUNSELING, ETC. true SCHOLARSHIPS 203 7582785 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 302656 13519 9592 325767 SCOTT RYBERG CFO 147091 6293 8187 161571 COURTNEY CAVELLIER CHIEF ACADEMIC 131371 6455 17487 155313 X 21 161899 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 1A THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. 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 PRESENTED TO CHAIRMAN OF FINANCE COMMITTEE AND REVIEWED BY THE CFO OF THE ORGANIZATION AS WELL. 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 UTILZING 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 SPLIT INTEREST VALUE 6,902 UNREALIZED LOSS KASTLE LIVING TRUST -9,937 TOTAL -3,035 SSM EDUCATIONAL SERVICES LLC 1000 SHUMWAY AVE FARIBAULT MN 55021 EDUCATION DE 514242 2792 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 -39539 1593817 1.00000 true false false false true false false false false false false false false true false false false false true true LEGACY GOLF CORPORATION M 60000 CASH SHATTUCK - ST MARY'S ED SERVICES D 174106 CASH SHATTUCK - ST MARY'S ED SERVICES R 124839 CASH SHATTUCK - ST MARY'S FOUNDATION D 3936 CASH SHATTUCK - ST MARY'S FOUNDATION S 446792 CASH