2024-06-12T15:31:38-05:00 2023-07-31 111986323 MARCUM LLP 555 LONG WHARF DRIVE NEW HAVEN CT 06511 990 2022-08-01 810666655 ST MARTIN DE PORRES ACADEMY STMA 2037722424 208 COLUMBUS AVENUE NEW HAVEN CT 06519 ALLISON RIVERA PRESIDENT 2037722424 2024-06-11 1 ALLISON RIVERA 999009999 1 MARY ANTONETTI P00431862 2037819600 2024-06-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALLISON RIVERA 208 COLUMBUS AVENUE NEW HAVEN CT 06519 3393515 0 X HTTP://WWW.SAINTMARTINACADEMY.ORG/ X 2005 CT SAINT MARTIN DE PORRES ACADEMY IS A FAITH-BASED, NATIVITYMIGUEL MIDDLE SCHOOL THAT (SEE SCH O) PROVIDES A TUITION-FREE, EXTENDED DAY EDUCATION FOR UNDERSERVED GIRLS AND BOYS FROM LOW-INCOME FAMILIES IN THE NEW HAVEN AREA. WE ARE AN INDEPENDENT CATHOLIC SCHOOL COMMITTED TO A BELIEF IN THE DIGNITY AND WORTH OF EVERY PERSON. WE STRIVE TO PROVIDE EACH CHILD WITH A PROMISING START IN LIFE AND TO EQUIP THEM TO FULFILL THEIR ACADEMIC POTENTIAL WHILE ACHIEVING SPIRITUAL AND SOCIAL MATURITY. WE WELCOME CHILDREN OF ALL FAITHS, RACES AND CULTURES. 28 27 23 60 0 0 5068627 2840488 46651 41147 8324 94181 -56927 -29060 5066675 2946756 138875 184746 0 0 1223934 1627728 0 18302 304126 489219 577004 1852028 2407780 3214647 538976 6652845 7202413 325068 329856 6327777 6872557 X SAINT MARTIN DE PORRES ACADEMY IS A FAITH-BASED, NATIVITYMIGUEL MIDDLE SCHOOL THAT PROVIDES A TUITION-FREE, EXTENDED DAY EDUCATION FOR UNDERSERVED GIRLS AND BOYS FROM LOW-INCOME FAMILIES IN THE NEW HAVEN AREA. WE ARE AN INDEPENDENT CATHOLIC SCHOOL COMMITTED TO A BELIEF IN THE DIGNITY AND WORTH OF EVERY PERSON. WE STRIVE TO PROVIDE EACH CHILD WITH A PROMISING START IN LIFE AND TO EQUIP THEM TO FULFILL THEIR ACADEMIC POTENTIAL WHILE ACHIEVING SPIRITUAL AND SOCIAL MATURITY. WE WELCOME CHILDREN OF ALL FAITHS, RACES AND CULTURES. 0 0 1797447 184746 41147 THE MISSION OF SMPA IS TO END THE CYCLE OF POVERTY THROUGH EDUCATION. THROUGH OUR TUITION FREE MODEL SCHOOL, WE PROVIDE MIDDLE SCHOOL STUDENTS WITH A 10 HOURS SCHOOL DAY AND AN 11 MONTH SCHOOL YEAR. OUR SCHOOL OFFERS A HOLISTIC APPROACH TO EDUCATION PROVIDING STUDENTS WITH NOT ONLY THE ACADEMICS NEEDED TO SUCCEED BUT WITH ENRICHMENT EXPERIENCES SUCH AS FIELD TRIPS, A ROBUST MUSIC PROGRAM, SPORTS AND ARTS AND SERVICES ACTIVITIES. BEYOND THE MIDDLE SCHOOL YEARS, WE CONTINUE TO SUPPORT CHILDREN ACADEMICALLY, SOCIALLY, EMOTIONALLY, AND FINANCIALLY IN THEIR HIGH SCHOOL AND COLLEGE YEARS THROUGH OUR GRADUATE SUPPORT PROGRAM. WE PROVIDE TUTORING, STANDARDIZED TEST PREP, COLLEGE VISITS, SUPPLIES AND MATERIALS AND OTHER TOOLS FOR KIDS TO SUCCEED. OUR GRADUATE SUPPORT PROGRAM COMPRISES $504,754 OF OUR ANNUAL EXPENSES IN FYE 2023 WHICH INCLUDES $159,925 IN HIGH SCHOOL SCHOLARSHIP PAYMENTS AND $15,398 IN COLLEGE SCHOLARSHIP PAYMENTS IN ADDITION TO $9,423 OF STUDENT STIPENDS AND OTHER FINANCIAL SUPPORT. WE BOAST A 100% HIGH SCHOOL GRADUATION RATE FOR OUR GRADUATES. 1797447 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 14 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X ALLISON RIVERA 2037722424 208 COLUMBUS AVENUE NEW HAVEN CT 06519 JAY BOWES FOUNDER 2.00 0.00 X X 0 0 0 DAVID BROWN TRUSTEE 2.00 0.00 X 0 0 0 HART CAPARULO TRUSTEE 2.00 0.00 X 0 0 0 LEO CONNORS TRUSTEE 2.00 0.00 X 0 0 0 JOHN CRAWFORD TRUSTEE 2.00 0.00 X 0 0 0 ROBERT CURTIS TRUSTEE 2.00 0.00 X 0 0 0 ROBERT DAVIS TRUSTEE 2.00 0.00 X 0 0 0 SARAH DAVIS SECRETARY 2.00 0.00 X X 0 0 0 MICHAEL DOWLEY TRUSTEE 2.00 0.00 X 0 0 0 JULIUS FRIESE VICE CHAIR 2.00 0.00 X X 0 0 0 EUGENE W HARRIS TRUSTEE 2.00 0.00 X 0 0 0 WILLIAM T KOSTURKO TRUSTEE 2.00 0.00 X 0 0 0 RONALD LAMORTE TRUSTEE 2.00 0.00 X 0 0 0 PAUL MORRIS TRUSTEE 2.00 0.00 X 0 0 0 SANDRA NELSON TRUSTEE 2.00 0.00 X 0 0 0 DAVID NEWTON TRUSTEE 2.00 0.00 X 0 0 0 SR SHEILA M O'NEIL ASCJ PHD TRUSTEE 2.00 0.00 X 0 0 0 BARBARA PEARCE TRUSTEE 2.00 0.00 X 0 0 0 ALLISON RIVERA PRESIDENT 40.00 0.00 X X 121220 0 10564 MARY ELLEN RYDER TRUSTEE 2.00 0.00 X 0 0 0 PAUL SULLIVAN JR CHAIR 2.00 0.00 X X 0 0 0 GERALD A WHITTAKER TREASURER 2.00 0.00 X X 0 0 0 DR JULIA MCNAMARA TRUSTEE 2.00 0.00 X 0 0 0 DAVID CROTTA TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL MCCLAMMY TRUSTEE 2.00 0.00 X 0 0 0 KYLE BALLOU TRUSTEE 2.00 0.00 X 0 0 0 JERRELL DORSEY TRUSTEE (JOINED 11/2022) 2.00 0.00 X 0 0 0 SHERRI MIGNONE MILLER TRUSTEE (JOINED 11/2022) 2.00 0.00 X 0 0 0 KELLY O'LEARY PRINCIPAL 40.00 0.00 X 114556 0 11664 235776 0 22228 2 0 0 0 0 270147 2570341 245657 2840488 STUDENT FEES 611710 41147 41147 41147 94386 94386 317882 318087 -205 -205 -205 99612 270147 128672 -29060 -29060 2946756 41147 0 65121 184746 184746 145066 72533 36266 36267 1289592 1028706 99331 161555 42717 13475 21243 7999 53885 36732 5607 11546 96468 68630 12968 14870 18302 18302 28511 8908 18691 912 2047 1182 865 112867 47970 44213 20684 113328 102144 5592 5592 35287 27836 4380 3071 29757 2996 12173 14588 7693 7693 128126 115314 6406 6406 54928 26437 27022 1469 FIELD TRIPS 60960 60960 PROFESSIONAL DEV. 3500 60 3440 2407780 1797447 306207 304126 610151 288561 3317501 2960114 5375 2602 23956 44420 4534863 777206 2533107 3757657 162755 149059 6652845 7202413 58365 72513 266703 257343 325068 329856 X 5331284 6138246 996493 734311 6327777 6872557 6652845 7202413 538976 -13696 19500 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 1.00000 0 0 90000 90000 810000 163997 646003 2992312 379842 2612470 128892 90509 38383 513659 142858 370801 3757657 X 2982560 -13696 49500 35804 2946756 0 2946756 2437780 30000 30000 2407780 0 2407780 PART X, LINE 2: THE ACADEMY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ACADEMY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ACADEMY, AND HAS CONCLUDED THAT AS OF JULY 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ACADEMY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS PENDING OR IN PROGRESS FOR ANY TAX PERIODS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION STATES ON ITS WEBSITE THAT IT SERVES CHILDREN OF ALL FAITHS, RACES AND CULTURES. SCHEDULE E, PART I, LINE 6 THE SCHOOL PARTICIPATES IN A NATIONAL SCHOOL LUNCH PROGRAM ADMINISTERED BY THE USDA THROUGH THE STATE OF CONNECTICUT. X X X X X X 1 ELI PATRICK & CO 75 CHARTER OAK AVE SUITE 1-301 HARTFORD CT 06106 GRANT WRITING 0 0 18302 -18302 18302 -18302 CT SPRING FLING 247741 178565 69176 55301 13875 4259 9708 GOLF FORE KIDS 120295 89859 30436 9608 23295 5968 6658 368036 268424 99612 64909 23295 19843 4259 16366 128672 -29060 1 MERIT BASED SCHOLARSHIPS FOR GRADUATED STUDENTS ATTENDING HIGH SCHOOL. 49 159925 MERIT BASED SCHOLARSHIPS FOR GRADUATED STUDENTS ATTENDING COLLEGE 8 15398 NEED BASED STIPENDS TO ASSIST GRADUATED STUDENTS ATTENDING HIGH SCHOOL AND COLLEGE. 60 9423 PART I, LINE 2: EVERY SMPA GRADUATE GOING ON TO A PRIVATE HIGH SCHOOL MUST FOLLOW THE GUIDELINES OF THE GSP SCHOLARSHIP AGREEMENT; OBEYING ALL HIGH SCHOOL REGULATIONS, KEEPING GRADES ABOVE 75% MEETING WITH GSP STAFF, JOINING AN EXTRACURRICULAR ACTIVITY, ATTENDING SMPA SPONSORED SAT PREP COURSES AND COLLEGE TRIPS, AND COMPLETING 10 HOURS OF COMMUNITY SERVICES EACH YEAR. IF THE GUIDELINES ARE NOT MET, STUDENTS RISK LOSING THEIR SCHOLARSHIP. EVERY SMPA GRADUATE GOING ON TO COLLEGE MUST FOLLOW THE GUIDELINES OF THE SCHOLARSHIP AGREEMENT. SMPA REMAINS IN CONTACT WITH THEM TO ENSURE THE REQUIREMENTS ARE MET. X 2 134404 FAIR MARKET VALUE X AUCTION & RAFFLE ITEMS FOR FUNDRAISING EVENTS, VARIOUS 127 64909 FAIR MARKET VALUE X SCHOOL RELATED SUPPLIES 48 28659 FAIR MARKET VALUE X MISCELLANEOUS 29 11817 FAIR MARKET VALUE X SCHOOL FIELD TRIPS 2 5867 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 ROBERT DAVIS AND SARAH DAVIS ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF A DRAFT VERSION OF FORM 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO THE FILING DATE AND EACH MEMBER IS ASKED TO PROVIDE THEIR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE. ANY PERSON NOMINATED AND ACCEPTING ELECTION TO THE BOARD OF TRUSTEES SHALL DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST BECAUSE OF PERSONAL, FINANCIAL, LEGAL, OR OTHER FACTORS. IF ANY BOARD MEMBER HAS A SPECIFIC CONFLICT OF INTEREST IN A PARTICULAR MATTER WHERE IT MIGHT AFFECT HIS OR HER JUDGEMENT AND BETTER INTEREST TO THE ORGANIZATION, THE BOARD MEMBER SHALL NOTIFY THE CHAIRMAN OF THE BOARD IN WRITING AND DECLINE TO PARTICIPATE IN ANY VOTE OR DEBATE WITH RESPECT TO SUCH MATTER. THE CHAIRMAN OF THE BOARD SHALL REVIEW THE CONFLICT OF INTEREST POLICY WITH THE BOARD ON AN ANNUAL BASIS. ALL THE BOARD MEMBERS SHALL SIGN A REQUIRED DISCLOSE STATEMENT ANNUALLY AGREEING TO NOTIFY THE CHAIRMAN OF THE BOARD OF ANY FUTURE SITUATIONS ARISING, WHICH MIGHT INVOLVE OR INFLUENCE A DECISION THAT WILL AFFECT THE ECONOMIC INTERESTS FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 PROPOSED SALARY INCREASES FOR PRESIDENT & PRINCIPAL ARE PUT FORTH BY THE BOARD OF TRUSTEES AND VOTED BY THEM ANNUALLY. THE SALARY PROPOSALS OF THESE POSITIONS AS WELL AS FOR ALL KEY ADMINISTRATIVE POSITIONS, INCLUDING THE DIRECTORS OF DEVELOPMENT AND GRADUATE SUPPORT, ARE ALL INFORMED BY A BOARD AND ADMINISTRATIVE REVIEW OF THE SALARIES OF LEADERSHIP AT LOCAL NON-PROFITS AS WELL AS A COMPARISON TO THE LEADERSHIP AT OTHER NATIVITYMIGUEL SCHOOLS AND ALSO THE LEADERSHIP AT SELECT SCHOOLS WITHIN THE CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS (CAIS). FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CHARITABLE REMAINDER TRUST (1) TRUST MD ST MARTIN DE PORRES ACADEMY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0