2024-10-30T15:04:42-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 293 EISENHOWER PARKWAY 2ND FLOOR LIVINGSTON NJ 07039 990 2023-07-01 136181427 NATIONAL ASSOCIATION OF EPISCOPAL SCHOOLS INC NATI 2127166134 815 SECOND AVENUE NEW YORK NY 10017 REV DAVID A MADISON EXECUTIVE DIRECTOR 2127166134 2024-10-30 1 1 BRIDGET HARTNETT P01429163 9739949494 2024-10-30 2023 2024-10-15 13:58:12Z REV DAVID A MADISON 815 SECOND AVENUE NEW YORK NY 10017 3080727 0 X WWW.EPISCOPALSCHOOLS.ORG X 1965 NY ORGANIZED TO HELP EPISCOPAL SCHOOLS PROMOTE THE EDUCATIONAL MINISTRY OF THE EPISCOPAL CHURCH. 19 18 7 71 0 0 141230 349997 1742492 1403044 69740 278830 19845 7864 1973307 2039735 41443 37200 0 0 1129256 1179416 0 0 201516 665284 563975 1835983 1780591 137324 259144 4619595 5084696 1123887 1182082 3495708 3902614 X THE NATIONAL ASSOCIATION OF EPISCOPAL SCHOOLS (NAES), AN INDEPENDENTLY INCORPORATED, VOLUNTARY MEMBERSHIP ORGANIZATION, SUPPORTS, SERVES, AND ADVOCATES FOR THE VITAL WORK AND MINISTRY OF THOSE WHO SERVE OVER 800 SCHOOLS, EARLY CHILDHOOD EDUCATION PROGRAMS, SCHOOL ESTABLISHMENT EFFORTS, AND THEIR SPONSORING INSTITUTIONS THROUGHOUT THE EPISCOPAL CHURCH. 0 0 558054 47315 IN-PERSON CONFERENCES: EVERY TWO YEARS, NAES HOSTS A NATIONAL CONFERENCE FOR ALL THOSE SERVING IN EPISCOPAL SCHOOLS. THIS INCLUDES WORSHIP, KEYNOTE SPEAKERS, AND WORKSHOPS COVERING TOPICS SUCH AS EPISCOPAL IDENTITY, GOVERNANCE, DEIB, CHAPLAINCY, AND STUDENT LEADERSHIP. THIS PROVIDES PROFESSIONAL AND SPIRITUAL DEVELOPMENT FOR THOSE SERVING OUR MEMBER SCHOOLS. IN ADDITION, NAES HOSTS A VARIETY OF FOCUSED CONFERENCES AROUND CHAPLAINCY, HEADSHIP, DEIB PRACTICES, AND PARISH/SCHOOL RELATIONSHIPS. WEBINARS: IN ADDITION TO IN-PERSON OFFERINGS, NAES PROVIDES WEBINARS ON A VARIETY OF TOPICS OF INTEREST TO THOSE SERVING IN EPISCOPAL SCHOOLS. THE TOPICS ADDRESSED ARE SIMILAR TO THOSE OF IN-PERSON EVENTS, BUT ARE PROVIDED FREE OF CHARGE TO MEMBERS AS A WAY TO CONTROL SCHOOL EXPENSES WHEN ACCESSING HIGH QUALITY PROFESSIONAL DEVELOPMENT. FURTHER, THOSE HOLDING DIFFERENT ROLES IN EPISCOPAL SCHOOLS ARE INVITED TO JOIN A MONTHLY NETWORKING VIDEO CALL WHERE QUESTIONS OF PRACTICE CAN BE EXPLORED IN GREATER DETAIL. 198025 LEADERSHIP AND GOVERNANCE: SUPPORTING THE DEVELOPMENT OF OUR LEADERS IS CENTRAL TO OUR MISSION. NAES DOES THIS THROUGH REGULAR PROGRAMMING FOR HEADS OF SCHOOLS, RECTORS, AND CHAPLAINS. FURTHER, NAES WORKS WITH NEW LEADERS THROUGH OUR CHAPLAIN MENTORING PROGRAM AND OUR NEW HEADS GATHERINGS TO ENSURE THE SUCCESS OF THOSE STARTING THEIR JOURNEY IN OUR SCHOOLS. FINALLY, NAES LIFTS UP THE NEXT GENERATION OF LEADERS THROUGH OUR JONATHAN T. GLASS INSTITUTE FOR ASPIRING LEADERS WHERE PARTICIPANTS DISCERN WHETHER OR NOT THEY ARE CALLED TO HEADSHIP IN AN EPISCOPAL SCHOOL. 310156 37200 1341364 MEMBERSHIP SERVICES: NAES ADVANCES EPISCOPAL EDUCATION AND STRENGTHENS EPISCOPAL SCHOOLS THROUGH ESSENTIAL SERVICES, RESOURCES, CONFERENCES, AND NETWORKING OPPORTUNITIES ON EPISCOPAL SCHOOL IDENTITY, LEADERSHIP AND GOVERNANCE, SCHOOL CHAPLAINCY, RACIAL JUSTICE, DEIB, AND THE SPIRITUAL AND PROFESSIONAL DEVELOPMENT OF SCHOOL LEADERS. 229175 14365 RESOURCES AND CURRICULUM: NAES PROVIDES RESOURCES THROUGH OUR PUBLISHED PRINCIPLES OF GOOD PRACTICE (PGPS) AROUND A VARIETY OF TOPICS RELEVANT TO EPISCOPAL SCHOOL LEADERSHIP. NAES ALSO PUBLISHES BROCHURES AND BOOKS ON THE TOPIC OF EPISCOPAL IDENTITY THAT MEMBERS CAN USE TO COME TO A DEEPER UNDERSTAND OF THE VALUES THAT MAKE EPISCOPAL SCHOOLS UNIQUE. FINALLY, NAES ALSO PROVIDES A RELIGIOUS STUDIES CURRICULUM FOR MEMBERS AS WELL AS CHARACTER DEVELOPMENT RESOURCES IN ORDER TO FOCUS ON THE IMPORTANCE OF STUDENT LEADERSHIP. CONSULTING: THROUGH OUR CONSULTING SERVICES, SCHOOLS ARE ABLE TO ACCESS RIGHT-PRICED EXPERTISE THAT GOES BEYOND MEMBERSHIP SERVICES. THIS INCLUDES ON-SITE BOARD/VESTRY TRAINING, PROFESSIONAL DEVELOPMENT DAYS FOR FACULTY, AND STRATEGIC PLANNING. OUTREACH: NAES ALSO SUPPORTS THE EPISCOPAL URBAN SCHOOL ALLIANCE (EUSA) WHICH IS A COALITION OF TUITION-FREE SCHOOLS SERVING HISTORICALLY UNDERSERVED FAMILIES. NAES PROVIDES GRANT SUPPORT TO EUSA SCHOOLS TO SUPPORT THEIR OUTREACH EFFORTS AND TO ADDRESS THE UNIQUE PROFESSIONAL DEVELOPMENT NEEDS OF THEIR STAFF. 229175 14365 1295410 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NY X THE ORGANIZATION 2127166134 815 SECOND AVENUE NEW YORK NY 10017 SILVIA LARRAURI PRESIDENT 1.00 X X 0 0 0 REV MICHAEL E SPENCER VICE PRESIDENT 1.00 X X 0 0 0 D DUBOSE EGLESTON JR TREASURER 1.00 X X 0 0 0 LAWRENCE SAMPLETON SECRETARY 1.00 X X 0 0 0 RT REV LAURA J AHRENS DMIN BOARD MEMBER 1.00 X 0 0 0 DAVID BAAD BOARD MEMBER 1.00 X 0 0 0 KHADIJA FREDERICKS BOARD MEMBER 1.00 X 0 0 0 PAUL A BARTON BOARD MEMBER 1.00 X 0 0 0 NATALIE RICO HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 BETSY A JOHNSON BOARD MEMBER 1.00 X 0 0 0 CANON A BURNS JONES BOARD MEMBER 1.00 X 0 0 0 BYRON M LAWSON JR BOARD MEMBER 1.00 X 0 0 0 REV ALLISON READ BOARD MEMBER 1.00 X 0 0 0 PATRICK HF ROBERTS BOARD MEMBER 1.00 X 0 0 0 CYNTHIA GIBBS-WILBRON BOARD MEMBER 1.00 X 0 0 0 DANA TOEDTMAN BOARD CHAIR 1.00 X 0 0 0 JENNIFER F TOLBERT BOARD MEMBER 1.00 X 0 0 0 REV JULIA E WHITWORTH BOARD MEMBER 1.00 X 0 0 0 REV DAVID A MADISON DMIN EXECUTIVE DIRECTOR 40.00 X X 185010 0 114867 LINDA A BURNETT CAE CMP DIRECTOR OF OPERATIONS 40.00 X 194420 0 40237 MONICA M GILLESPIE ASSOCIATE DIRECTOR 40.00 X 182450 0 38464 561880 0 193568 0 0 1 0 0 349997 5040 349997 MEMBERSHIP FEES 900099 1341364 1341364 CONFERENCES 900099 47315 47315 CONSULTATION/HONORARIA 900099 9062 9062 PUBLICATIONS 900099 5303 5303 1403044 172347 172347 1147475 1040992 106483 106483 106483 MISCELLANEOUS INCOME 900099 7864 7864 7864 2039735 1403044 0 286694 37200 37200 773609 586334 94875 92400 246255 186642 30201 29412 24270 18395 2976 2899 74905 56771 9187 8947 60377 45760 7405 7212 1787 1787 19175 19175 18616 18616 30075 28000 2075 17490 17490 76728 44302 7230 25196 38524 38524 93313 70654 11524 11135 213801 189700 24101 1789 1356 219 214 4753 4753 MISCELLANEOUS 31085 31085 DUES & SUBSCRIPTIONS 16320 12806 3514 EQUIPMENT RENTAL & MAIN 519 519 1780591 1295410 283665 201516 151149 241163 1278224 1327907 8757 18116 35182 59610 136354 125845 443 10509 2877612 3243248 268228 184143 4619595 5084696 53532 56552 749883 924583 320472 200947 1123887 1182082 X 2498623 2813580 997085 1089034 3495708 3902614 4619595 5084696 259144 147762 0 X X 0 1 X 1 0 X 156745 537357 240980 141230 349997 1426309 1199285 1267206 1250166 1742492 1403044 6862193 1356030 1804563 1491146 1883722 1753041 8288502 0 0 0 8288502 107082 98629 143202 102078 172347 623338 107082 98629 143202 102078 172347 623338 405 11209 7495 19845 7864 46818 1463517 1914401 1641843 2005645 1933252 8958658 0.92520 0.93390 0.06960 0.06180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 12809 0 0 0 12809 0 PART II-B, LINE 1: PART II-B, LINE 1F: THE ORGANIZATION PAYS A YEARLY MEMBERSHIP FEE TO THE COUNCIL FOR AMERICAN PRIVATE EDUCATION (CAPE) WHOSE MISSION IS TO PRESERVE AND PROMOTE EDUCATIONAL PLURALISM SO THAT PARENTS HAVE A CHOICE IN THE SCHOOLING OF THEIR CHILDREN. 689123 1475 59223 749821 617790 17800 53533 689123 602686 91345 -76241 617790 469418 5890 127378 602686 458161 6865 4392 469418 0.67960 0.32040 0 0 136354 125845 10509 10509 POST RETIREMENT BENEFITS 153822 OPERATING LEASE - CURRENT 47125 200947 X 2168881 147762 147762 2021119 18616 18616 2039735 1761975 0 1761975 18616 18616 1780591 PART V, LINE 4: IT IS THE INTENT OF THE GOVERNING BOARD TO GROW THE ENDOWMENT AND UTILIZE THE TOTAL RETURN (INCOME PLUS CAPITAL CHANGE) TO FURTHER THE MISSION OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT LIABLE FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION FOLLOWS STANDARDS THAT PROVIDE CLARIFICATION ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. NO INTEREST AND PENALTIES WERE RECORDED DURING 2024 AND 2023. AT JUNE 30, 2024 AND 2023, THERE ARE NO SIGNIFICANT INCOME TAX UNCERTAINTIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 18,616. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 18,616. 1 ST ELIZABETH'S SCHOOL 1800 N PONTIAC DENVER CO 80220 223875755 7800 0 BIENNIAL CONFERENCE ATTENDANCE AND COMMUNITY OUTREACH THE BISHOP JOHN T WALKER SCHOOL FOR BOYS 1801 MISSISSIPPI AVENUE SE WASHINGTON DC 20020 530196608 6000 0 PROFESSIONAL DEVELOPMENT ST STEPHEN'S EPISCOPAL SCHOOL 215 N FRONT STREET HARRISBURG PA 17101 232107935 6000 0 PROFESSIONAL DEVELOPMENT X 1 1 X 0 0 0 0 0 0 0 0 0 REV DAVID A MADISON DMIN EXECUTIVE DIRECTOR 185010 0 0 0 0 0 44648 0 70219 0 299877 0 0 0 LINDA A BURNETT CAE CMP DIRECTOR OF OPERATIONS 194420 0 0 0 0 0 19442 0 20795 0 234657 0 0 0 MONICA M GILLESPIE ASSOCIATE DIRECTOR 182450 0 0 0 0 0 18245 0 20219 0 220914 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO SUCH COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS SUBMITTED TO THE CLIENT AND THE BOARD REVIEWS THE RETURN. IF THERE ARE ANY CHANGES TO BE MADE, THE BOARD WILL CONTACT THE DIRECTOR OF OPERATIONS WHO WILL THEN COMMUNICATE THE CHANGES TO THE AUDITOR. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE GOVERNING BOARD RECEIVES THE CONFLICT OF INTEREST POLICY AND MUST SIGN THE ANNUAL STATEMENT/CERTIFICATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS BUDGETED PRIOR TO THE BEGINNING OF THE YEAR. THE BUDGET IS SIGNED BY THE EXECUTIVE DIRECTOR AND FINALLY APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST AND VIA THE WEBSITE WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C, THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OF THE AUDIT PROCESS DURING THE TAX YEAR.