2024-08-08T15:06:34-05:00 2023-06-30 521130974 ALBRIGHT CRUMBACKER MOUL & ITELL CPA'S 1110 PROFESSIONAL COURT SUITE 300 HAGERSTOWN MD 21740 990 2022-07-01 520591413 SAINT JAMES SCHOOL SAIN 3017339330 17641 COLLEGE RD HAGERSTOWN MD 21740 WILLIAM J WIVELL BUSINESS MANAGER 3017339330 2024-06-12 1 0 R KERT SHIPWAY CPA P00349171 3017395300 2024-05-15 2022 2024-08-08 14:25:15Z WILLIAM J WIVELL 17641 COLLEGE ROAD HAGERSTOWN MD 21740 49885347 0 X WWW.STJAMES.EDU X 1842 MD A COLLEGE PREPARATORY SCHOOL AFFILIATED WITH THE EPISCOPAL CHURCH. 24 23 123 98 0 0 7160246 7609166 11705291 12316410 1469826 2643345 226136 290943 20561499 22859864 3978500 4943787 0 0 4949323 5040419 0 0 631555 6090385 5731840 15018208 15716046 5543291 7143818 77226869 85092924 8084916 7006648 69141953 78086276 TO PREPARE YOUNG MEN AND WOMEN FOR ACADEMIC SUCCESS IN COLLEGE, AND TO CHALLENGE AND INSPIRE THEM TO BE LEADERS FOR GOOD IN THE WORLD. WE SEEK TO DO THIS WITHIN A SMALL AND FAMILIAL RESIDENTIAL COMMUNITY WHICH VALUES THE MORAL AND SPIRITUAL DEVELOPMENT OF OUR STUDENTS. 0 0 4951379 12378227 INSTRUCTION AND STUDENT ACTIVITIES 3234089 116301 FACILITIES MAINTENANCE 4943787 4943787 FINANCIAL AID 13129255 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 46 0 1 123 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X X WILLIAM WIVELL BUSINESS MANAGER 3017339330 17641 COLLEGE ROAD HAGERSTOWN MD 21740 THE REV D STUART DUNNAN HEADMASTER 40.00 X X 192355 0 50585 STUART E TEACH BOARD MEMBER 0.50 X 0 0 0 BARBARA F DOLSON BOARD MEMBER 0.50 X 0 0 0 OSAMA I FAROOQI BOARD MEMBER 0.50 X 0 0 0 ANN C DAVIS SECRETARY 0.50 X X 0 0 0 DAVID HEIN BOARD MEMBER 0.50 X 0 0 0 JOHN B HOKE BOARD MEMBER 0.50 X 0 0 0 MAULIK W JOSHI BOARD MEMBER 0.50 X 0 0 0 GEOFFREY P POHANKA PRESIDENT 0.50 X X 0 0 0 L LUDINGDON SELLS BOARD MEMBER 0.50 X 0 0 0 ELIZABETH DAY BOARD MEMBER 0.50 X 0 0 0 MICHAEL E RUSS JR BOARD MEMBER 0.50 X 0 0 0 MARK A FULTON BOARD MEMBER 0.50 X 0 0 0 EUGENE T SUTTON BOARD MEMBER 0.50 X 0 0 0 ADAM G SHAMPAINE BOARD MEMBER 0.50 X 0 0 0 KAREN K BEARDSLEY BOARD MEMBER 0.50 X 0 0 0 GERARDO FERNANDEZ MENA BOARD MEMBER 0.50 X 0 0 0 TOD SALISBURY VICE CHAIRMAN 0.50 X X 0 0 0 DONA D YOUNG TREASURER 0.50 X X 0 0 0 EDWARD HO BOARD MEMBER 0.50 X 0 0 0 MARIA KAROS BOARD MEMBER 0.50 X 0 0 0 JOSEPH S PAJER BOARD MEMBER 0.50 X 0 0 0 SABINA SPICHER BOARD MEMBER 0.50 X 0 0 0 WILLIAM WIVELL BUSINESS MANAGER 40.00 X 141589 0 14726 333944 0 65311 2 0 1 0 LAWN LIFE PO BOX 685 HEDGESVILLE WV 25427 FIELD WORK 186722 1 7609166 637837 7609166 TUITION AND FEES 900099 11909912 11909912 INSTRUCTIONAL PROGRAMS 900099 406498 406498 12316410 821221 821221 59430 0 59430 59430 59430 28846789 818 27025445 38 1821344 780 1822124 1822124 112825 0 112825 112825 ADMINISTRATIVE INCOME 900099 61817 61817 OTHER PLANT INCOME 900099 56871 56871 118688 22859864 12494528 0 2756170 4943787 4943787 338000 338000 3714005 2399248 947837 366920 287420 170662 92921 23837 390825 239516 128945 22364 310169 213189 69121 27859 3245 3245 43300 43300 118970 118970 4547 4547 586530 328180 183019 75331 632315 632315 88865 38431 45158 5276 48329 48329 1290328 1290328 184621 184621 SERVICES 1518070 1401445 69773 46852 EQUIPMENT RENTAL & MAIN 690122 492619 197503 STUDENT ACTIVITIES 199609 199609 INSTRUCTIONAL MATERIALS 106384 106384 216605 102592 50897 63116 15716046 13129255 1955236 631555 1503787 1682926 5167008 3201654 3242024 5093336 201856 368210 56844 81683 50730 121327 58421667 31934497 24385134 26487170 42088722 47512251 530764 544367 77226869 85092924 962287 1053801 3883582 3450837 3238247 2501210 800 800 8084916 7006648 X 59276267 67216788 9865686 10869488 69141953 78086276 77226869 85092924 7143818 1800505 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 42088722 2943458 4330183 1731142 118970 47512251 45029928 1571861 -3695441 688979 128647 42088722 34056320 2386152 9715556 1006340 121760 45029928 30089377 1227273 841855 1989274 112911 34056320 30050332 3761203 1313962 915746 120374 30089377 0.23267 0.53292 0.23440 1 0 3145972 3145972 42378038 20172950 22205088 6426024 6147802 278222 5510425 4813371 697054 961208 800374 160834 26487170 EQUITY SECURITIES 28914899 F MUTUAL FUNDS 4144662 F FIXED INCOME 14452690 F 47512251 SECURITY DEPOSITS 800 800 X 24576519 1800505 35119 1835624 22740895 118970 118970 22859865 15632196 35119 35119 15597077 118970 118970 15716047 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION COMPLIES WITH ASC 740-10 (FORMERLY FIN 48), WHICH ESTABLISHES A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT OF A TAX POSITION CAN BE RECOGNIZED. UNDER ASC 740-10, A TAX POSITION INCLUDES, AMONG OTHER THINGS, (A) A DECISION NOT TO FILE A TAX RETURN (B) AN ALLOCATION OR A SHIFT OF INCOME BETWEEN JURISDICTIONS (C) THE CHARACTERIZATION OF INCOME OR A DECISION TO EXCLUDE REPORTING TAXABLE INCOME IN A TAX RETURN (D) A DECISION TO CLASSIFY A TRANSACTION, ENTITY, OR OTHER POSITION IN A TAX RETURN AS TAX EXEMPT AND (E) AN ENTITY'S STATUS, INCLUDING ITS STATUS AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. BASED ON ITS INTERPRETATION OF THE REQUIREMENTS OF ASC 740-10, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE. ACCORDINGLY, COMPLIANCE WITH THIS STANDARD HAD NO MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY AD PLACED IN THE NEWSPAPER "THE BALTIMORE SUN AND THE "WASHINGTON POST" 1 FINANCIAL AID & OTHER SCHOLARSHIPS 172 4903287 MERIT & OTHER AWARDS 9 40500 FORM 990, SCHEDULE I, PAGE 2, PART III(A), LINES 1 AND 2 FINANCIAL AID AND AWARDS ARE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION AND NOT TO THE INDIVIDUALS, ENSURING THAT THE AMOUNTS ARE UTILIZED IN THE MANNER INTENDED. 0 0 0 0 0 0 0 0 0 THE REV D STUART DUNNAN HEADMASTER 192355 0 0 0 0 0 0 0 50585 0 242940 0 0 0 WILLIAM WIVELL BUSINESS MANAGER 141589 0 0 0 0 0 0 0 14726 0 156315 0 0 0 A SANDY SPRING BANK 2016-04-01 3200000 TO BE USED FOR PROJECT COSTS, BANK FEES AND COST OF ISSUANCE. 0 0 0 A 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 8 631457 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM. A COPY OF THE TAX RETURN IS PROVIDED TO THE BUSINESS MANAGER FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH RESPONSIBLE PERSON ANNUALLY COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. THIS INFORMATION IS TREATED AS CONFIDENTIAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS OF OBTAINING AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED FROM PRIOR YEAR.