2024-03-21T12:29:13-05:00 2023-06-30 720870824 WEGMANN DAZET APC 111 VETERANS BLVD SUITE 1600 METAIRIE LA 70005 990 2022-07-01 720988860 STUART HALL STUA 5048612136 2032 SOUTH CARROLLTON AVENUE NEW ORLEANS LA 70118 STEPHEN MILES PRESIDENT 5048612136 2024-03-19 1 STEPHEN MILES 999009999 0 VALERIE LOWRY P01266145 5048378844 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN MILES 2032 SOUTH CARROLLTON AVENUE NEW ORLEANS LA 70118 7088428 0 X WWW.STUARTHALL.ORG X 1984 LA THE STUART HALL SCHOOL IS AN INDEPENDENT CATHOLIC SCHOOL FOR BOYS FROM PRE-K THROUGH 7TH GRADE. 21 21 108 474 0 0 2090732 1024463 5997092 5902081 146646 141880 -111457 -123246 8123013 6945178 314625 261046 0 0 4727870 5016948 0 0 272105 2538154 2199503 7580649 7477497 542364 -532319 15494100 15221924 3761404 3731720 11732696 11490204 LIVE THE WORDS OF CATHOLIC EDUCATOR JANET ERSKINE STUART,"EDUCATION IS FORMATION, NOT JUST INFORMATION." FACULTY IS DEDICATED TO WORK WITH PARENTS TO HELP EACH CHILD BUILD A FOUNDATION FOR A LIFE CENTERED ON A LOVE OF LEARNING, DESIRE TO HELP OTHERS & COMMITMENT TO GOSPEL VALUES. 0 0 5151643 261046 5902081 THE STUART HALL SCHOOL FOR BOYS CONTINUES TO PROVIDE A UNIQUE PROGRAM OF RIGOROUS ACADEMICS, SOCIAL AND PHYSICAL GROWTH, AND DEEP RESPECT FOR SPIRITUAL VALUES TO APPROXIMATELY 357 YOUNG BOYS DURING THE 2022-2023 ACADEMIC YEAR. THE SCHOOL IS ACCREDITED BY THE INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST (ISAS), IS RECOGNIZED BY THE ARCHDIOCESE AS A CATHOLIC SCHOOL, AND EMPLOYS APPROXIMATELY 38 FULL-TIME CERTIFIED TEACHERS. THE EXPENSES OF THE EXEMPT PURPOSE OF THE SCHOOL WERE NECESSARY TO SUPPORT NEED-BASED FINANCIAL ASSISTANCE, FACULTY SALARIES AND BENEFITS, TECHNOLOGY UPGRADES, AND SPECIAL PROGRAMS TO A DIVERSE POPULATION OF BOYS IN THE GREATER NEW ORLEANS AREA. 5151643 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 46 0 1 108 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 LA X MELISSA SCHILLING 5048611954 2032 S CARROLLTON AVENUE NEW ORLEANS LA 70118 TAYLOR MOULEDOUX EX OFFICIO 2.00 X X 0 0 0 JORDAN EAGAN TRUSTEE 2.00 X 0 0 0 MARC EHRHARDT TRUSTEE 2.00 X 0 0 0 ADRIA KIMBROUGH TRUSTEE 2.00 X 0 0 0 STEPHEN MILES PRESIDENT 2.00 X X 0 0 0 ELIZABETH WILLIAMS TRUSTEE 2.00 X 0 0 0 STEPHEN H BOH TRUSTEE 2.00 X 0 0 0 KAREN DEBLIEUX TRUSTEE 2.00 X 0 0 0 T CAREY WICKER III TRUSTEE 2.00 X 0 0 0 BRIAN CAPITELLI TRUSTEE 2.00 X 0 0 0 RALPH COX TREASURER 2.00 X X 0 0 0 SCOTT POWELL TRUSTEE 2.00 X 0 0 0 ELIZABETH HEFLER TRUSTEE 2.00 X 0 0 0 REGAN LEOPOLD TRUSTEE 2.00 X 0 0 0 CARIN SANCHEZ SECRETARY 2.00 X X 0 0 0 SHELLEY TYNAN VICE PRESIDENT 2.00 X X 0 0 0 CHARLES HAYDEL TRUSTEE 2.00 X 0 0 0 ROBERT SENIOR TRUSTEE 2.00 X 0 0 0 MATTHEW WILLARD TRUSTEE 2.00 X 0 0 0 SUZANNE PHELPS EMERITUS TRUSTEE 2.00 X 0 0 0 MELISSA SCHILLING CFO 40.00 X 118670 0 6816 TIMOTHY M BURNS HEADMASTER 40.00 X 150000 0 12000 KELLIE MAURIN ASSISTANT HEAD OF SCHOOL 40.00 X 126900 0 12770 KEVIN R AVIN FORMER HEADMASTER 40.00 X 106878 0 0 BRIAN MOSCONA FORMER HEADMASTER 40.00 X 218500 0 2750 720948 0 34336 5 1 1 0 ERIN BRAZLEY PO BOX 850001 NEW ORLEANS LA 70185 CATERING 106837 1 328245 102998 593220 83044 1024463 TUITION 900099 5642524 5642524 AUXILIARY PROGRAMS 900099 113167 113167 FEES 900099 92750 92750 REQUIRED SERVICES 900099 53640 53640 5902081 142010 142010 130 -130 -130 -130 19874 328245 143120 -123246 -123246 6945178 5902081 0 18634 261046 261046 720948 720948 3368703 2589363 590898 188442 163188 103323 52346 7519 454371 287685 145750 20936 309738 196111 99355 14272 113436 113436 59963 56964 2999 107833 85877 21956 76409 72588 3821 544061 496955 42964 4142 19980 17236 2607 137 8361 8361 468962 453425 12430 3107 275944 264906 8830 2208 INSTRUCTIONAL MATERIALS 421986 421986 EMPLOYEE RECRUITMENT 51322 48756 2566 BAD DEBT 46914 46914 AUXILIARY PROGRAMS 4332 4332 7477497 5151643 2053749 272105 886178 2627550 5773494 5095881 262917 210667 27082 11148 224886 315569 12565450 5661489 7136882 6903961 17429 18005 1165232 39143 15494100 15221924 448896 382888 2959446 3037234 353062 311598 3761404 3731720 X 10740257 10398578 992439 1091626 11732696 11490204 15494100 15221924 -532319 289827 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 811402 111449 82479 5423 999907 742462 183525 -109125 5460 811402 603848 12124 131308 4818 742462 537545 44682 25520 3899 603848 319884 196114 21904 357 537545 0.98200 0.01800 1 0 2283093 2283093 7916997 3961241 3955756 1878980 1326334 552646 486380 373914 112466 6903961 SBA LOAN 311598 311598 X 7018414 289827 44455 334282 6684132 261046 261046 6945178 7260906 44455 44455 7216451 261046 261046 7477497 PART V, LINE 4: THE STUART HALL ENDOWMENT FUND (SHEF) AND THE STUART HALL SCHOOL CLASS OF '95 FUND (GNOF) ARE BOTH INTENDED TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE SCHOOL, IN PERPETUITY, FOR STUDENT FINANCIAL ASSISTANCE. PART X, LINE 2: THE SCHOOL IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT ALL TAX POSITIONS WOULD BE SUSTAINED IF AUDITED. WITH FEW EXCEPTIONS, THE SCHOOL IS NOT SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES BEYOND THREE YEARS FROM THE FILING OF RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR FUNDRAISING 44,455. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 261,046. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR FUNDRAISING 44,455. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 261,046. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NOTICE OF RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN ALL BROCHURES AND ADVERTISEMENTS, TO INCLUDE LOCAL PRINT PUBLICATIONS, BROADCAST MEDIA, SCHOOL WEBSITE, FINANCIAL ASSISTANCE MATERIALS, STUDENT HANDBOOKS, EMPLOYMENT DOCUMENTS AND EMPLOYEE RECRUITMENT POSTINGS. SCHEDULE E, PART I, LINE 6 STUART HALL RECEIVES REQUIRED SERVICES REIMBURSEMENTS THROUGH THE STATE OF LOUISIANA, INDIRECTLY. THE REIMBURSEMENT ORIGINATES WITH THE STATE OF LOUISIANA AND IS PASSED THROUGH THE ARCHDIOCESE OF NEW ORLEANS. THE STATE CALCULATES THE AMOUNT BASED ON A REPORT SUBMITTED BY THE SCHOOL THAT SUMMARIZES THE HOURS SPENT BY THE FACULTY FOR FIRE DRILLS, ATTENDANCE RECORDING, RECORD MAINTENANCE, CARPOOL, CONTINUING EDUCATION, AND TEACHER CERTIFICATION. NIL NISI FUNDRAISER 46874 34448 12426 15622 SPRING AUCTION 301245 293797 7448 83044 44454 348119 328245 19874 83044 60076 143120 -123246 MELISSA SCHILLING 2032 S CARROLLTON AVENUE NEW ORLEANS LA 70118 1 TUITION SUBSIDIES TO STUDENTS 40 261046 ACTUAL TUITION COSTS STUART HALL PROVIDED FINANCIAL AID TO 40 STUDENTS FOR THE 2022-2023 TAX YEAR. PART I, LINE 2: FINANCIAL ASSISTANCE FOR STUDENT TUITION IS AWARDED ON A RACIALLY NONDISCRIMINATORY BASIS. THE PROCEDURES FOR DETERMINING AND AWARDING FINANCIAL ASSISTANCE ARE DESIGNED TO CONSISTENTLY CALCULATE THE MAXIMUM FINANCIAL ASSISTANCE AMOUNT FOR EACH RECIPIENT, SCREEN APPLICANTS WHO DO NOT MEET FINANCIAL NEED CRITERIA ESTABLISHED BY THE SCHOOL, AND VERIFY THAT THE INCOME REPORTED ON APPLICATIONS IS CONSISTENT WITH IRS TAX FILINGS. THE FINANCIAL ASSISTANCE COMMITTEE REVIEWS THE ENTIRE FILE OF EACH APPLICANT AND MAKES THE FINAL DECISION. X X X X X 0 0 0 0 0 0 0 0 0 BRIAN MOSCONA FORMER HEADMASTER 107500 0 111000 0 0 0 0 0 2750 0 221250 0 0 0 TIMOTHY M BURNS HEADMASTER 150000 0 0 0 0 0 12000 0 0 0 162000 0 0 0 KEVIN R AVIN FORMER HEADMASTER 74378 0 2500 0 30000 0 0 0 0 0 106878 0 0 0 X AUCTION ITEMS 203 83044 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): IN PART I, COLUMN (B), THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS OF EACH TYPE OF PROPERTY LISTED RECEIVED DURING THE TAX YEAR. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES ELECTS THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN IS PROVIDED TO THE CHIEF FINANCIAL OFFICER, WHO REVIEWS AND EDITS THE RETURN AND SUBMITS A DRAFT TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE FINANCE COMMITTEE REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FINALIZED. THE FULL BOARD OF TRUSTEES IS THEN PROVIDED A COPY OF THE 990 PRIOR TO IT BEING SIGNED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER IS REQUIRED TO EXECUTE AND DELIVER A SIGNED CONFLICT OF INTEREST POLICY. CONFLICTS OF INTEREST AND THE BOARD'S POLICY ARE DISCUSSED AT THE FIRST BOARD MEETING OF EACH SCHOOL YEAR. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE OF THE BOARD OF TRUSTEES, NONE OF WHOM HAVE ANY CONFLICTS OF INTEREST, MEET TO NEGOTIATE THE CONTRACT OF THE KEY EMPLOYEE, UTILIZING DATA FROM ISAS AND AN OUTSIDE CONSULTANT TO ASSIST WITH DETERMINATION OF SALARY AND BENEFITS. FOR ALL OTHER EMPLOYEES AND OFFICERS, THE HEAD OF SCHOOL REVIEWS COMPENSATION LEVELS OF SIMILARLY SITUATED EMPLOYEES AT OTHER SCHOOLS IN THE AREA AS PROVIDED BY ISAS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS AND SELECTION USED TO OVERSEE THE AUDIT HAS NOT CHANGED SINCE THE PRIOR YEAR.