2025-01-25T12:31:24-06:00 2024-06-30 411647057 MAHONEY ULBRICH CHRISTIANSEN & RUSS PA 10 RIVER PARK PLAZA SUITE 800 SAINT PAUL MN 55107 990 2023-07-01 410943433 ST PAUL ACADEMY AND SUMMIT SCHOOL STPA 6516961319 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 CHRISTIE JANSEN DIRECTOR OF FINANCE 6516961319 2025-01-18 1 0 DEANNA SOMVONG P03035760 6512276695 2025-01-18 2023 2025-03-06 01:10:19Z CHRISTIE JANSEN 1712 RANDOLPH AVENUE SAINT PAUL MN 55105 49586944 0 X WWW.SPA.EDU X 1969 MN TO PROVIDE STUDENTS WITH EDUCATIONAL INSTRUCTION. 17 17 452 300 0 0 2832157 10931085 32005503 33454315 -911162 1391950 0 0 33926498 45777350 6398780 7098839 0 0 20518094 21440098 0 0 1228811 11347631 12270776 38264505 40809713 -4338007 4967637 146004052 159001564 15183017 15577831 130821035 143423733 X ST. PAUL ACADEMY AND SUMMIT SCHOOL (SPA) IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL SERVING STUDENTS IN KINDERGARTEN THROUGH GRADE 12 FROM SAINT PAUL, MINNEAPOLIS, AND SURROUNDING COMMUNITIES. SPA GENERATES REVENUE FROM A VARIETY OF SOURCES TO CONDUCT ITS PROGRAM AND SUPPORTING SERVICES, INCLUDING TUITION, FEES, CONTRIBUTIONS, AUXILIARY ENTERPRISES, AND INVESTMENT INCOME. 0 0 34987569 7098839 33454315 ST. PAUL ACADEMY IS AN INSTRUCTIONAL INSTITUTION FOR STUDENTS. 34987569 1 1 0 0 0 0 0 0 0 1 1 0 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 80 0 1 452 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X CHRISTIE JANSEN 6516961319 1712 RANDOLPH AVE ST PAUL MN 55105 TIMOTHY A O'BRIEN PRESIDENT 5.00 X X 0 0 0 LITTON E S FIELD JR TREASURER 1.00 X X 0 0 0 PHILIP MCKOY SECRETARY 4.00 X X 0 0 0 MARK W ADDICKS TRUSTEE 1.00 X 0 0 0 BARLETT J BAKER TRUSTEE 1.00 X 0 0 0 HYUNG CHOI TRUSTEE 1.00 X 0 0 0 JENNIFER COATES TRUSTEE 1.00 X 0 0 0 JEANNE COCHRAN TRUSTEE 1.00 X 0 0 0 BRUCE LILLY TRUSTEE 1.00 X 0 0 0 SARAH THOMPSON TRUSTEE 1.00 X 0 0 0 VARUN KHARBANDA TRUSTEE 1.00 X 0 0 0 DAVID A KRISTAL TRUSTEE 1.00 X 0 0 0 BOB VERHEY TRUSTEE 1.00 X 0 0 0 BARBARA L NARAMORE TRUSTEE 1.00 X 0 0 0 CHRISTOPHER PEARSON TRUSTEE 1.00 X 0 0 0 ANTHONY SANNEH TRUSTEE 1.00 X 0 0 0 CRISTINA ARELLANO TRUSTEE 1.00 X 0 0 0 LUIS OTTLEY HEAD OF SCHOOL 50.00 X 580314 0 181796 CHRSTIE JANSEN DIRECTOR OF FINANCE 40.00 X 180956 0 83291 CINDY RICHTER ASSISTANT HEAD OF SCHOOL 40.00 X 196561 0 49194 HEATHER PLOEN DIRECTOR OF ADMISSION AND 40.00 X 134211 0 76642 SARAH J ROMANS ASSISTANT HEAD OF SCHOOL 40.00 X 178691 0 85239 MARY HILL COLLEGE COUNSELING 40.00 X 125493 0 35496 SARAH JOHNSON HEAD OF ADVANCEMENT 40.00 X 149724 0 24859 1545950 0 536517 7 0 1 0 AMERICAN SECURITY LLC MI93 PO BOX 1150 MINNEAPOLIS MN 55480 SECURITY SERVICE 531427 COMMUNITY COUNSELLING SERVICES 527 MADISON AVENUE NEW YORK NY 10022 FUNDRAISING SERVICES 424500 MCGOUGH CONSTRUCTION CO LLC 2737 FAIRVIEW AVE N ST PAUL MN 55113 CONSTRUCTION SERVICES 214230 3 10931085 1117970 10931085 TUITION AND FEES 611600 32168751 32168751 OTHER REVENUE 611600 1054160 1054160 SUMMER SCHOOL TUITION 611600 231404 231404 33454315 2285306 2285306 2916238 3809594 -893356 -893356 -893356 45777350 33454315 0 1391950 7098839 7098839 2660513 1384132 899759 376622 14499649 12407592 2085892 6165 1130792 952179 176390 2223 2023687 1796586 227101 1125457 912405 191820 21232 77473 60967 4337 12169 40433 40433 392665 392665 583359 74144 5274 503941 361062 247635 66805 46622 690772 619528 44068 27176 1339722 1319463 13763 6496 108946 97710 6950 4286 790181 778233 8117 3831 2185649 2152599 22453 10597 INSTRUCTIONAL 1967276 1967276 FOOD SERVICE 1142659 1142659 BLDG AND GROUNDS MAINT 699385 688809 7185 3391 SECURITY 637965 628318 6554 3093 1253229 658495 393767 200967 40809713 34987569 4593333 1228811 1297898 8170075 308464 3222846 148838 201348 303876 286172 338236 611107 107360874 40610188 66938150 66750686 74573115 77535979 2095475 2223351 146004052 159001564 804613 1794020 1548336 1314939 12121704 11571663 708364 897209 15183017 15577831 X 63015437 62748770 67805598 80674963 130821035 143423733 146004052 159001564 4967637 7635061 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55657109 660158 6402099 -2673248 -65341 59980777 52242968 1019805 5169854 -2699852 -75666 55657109 61452574 701530 -7605744 -2243069 -62323 52242968 48037412 658026 14783304 -1976006 -50162 61452574 47295160 648499 2144926 -2005467 -45706 48037412 1 0 3484334 3484334 93315011 31841550 61473461 6891791 6014421 877370 3669738 2754217 915521 66750686 ASSET RETIREMENT OBLIGATION 839858 LEASE LIABILITY 57351 897209 X 48309533 7635061 -5102878 2532183 45777350 0 45777350 35706835 0 35706835 5102878 5102878 40809713 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND WAS ESTABLISHED WITH DONOR RESTRICTED CONTRIBUTIONS TO SUPPORT OPERATIONS, BUILDING AND GROUNDS, FACULTY DEVELOPMENT, INSTRUCTIONAL PROGRAM, AND SCHOLARSHIPS. PART X, LINE 2: SPA IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE RETURNS FOR A PERIOD OF THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS -4,710,213. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS -392,665. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID DEDUCTED FROM TUITION AND FEES ON FINANCIAL STATEMENTS 4,710,213. MANAGEMENT FEES DEDUCTED FROM INVESTMENT INCOME ON FINANCIAL STATEMENTS 392,665. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE BOARD RESOLUTIONS, DIVERSITY ACTION PLAN AND LOCAL AFFILIATIONS OF THE ORGANIZATION ARE POSTED ON ITS WEBSITE. 1 FINANCIAL AID FOR TUITION 242 4710213 EMPLOYEE DISCOUNTS 53 2388626 PART I, LINE 2: THE SCHOOL PROVIDES FINANCIAL AID TO STUDENTS WHO QUALIFY TO RECEIVE AID. THE SCHOOL PROVIDES EMPLOYEE DISCOUNTS TO ELIGIBLE FACULTY OR STAFF. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 LUIS OTTLEY HEAD OF SCHOOL 580314 0 0 0 0 0 34316 0 147480 0 762110 0 0 0 CHRSTIE JANSEN DIRECTOR OF FINANCE 180956 0 0 0 0 0 12036 0 71255 0 264247 0 0 0 SARAH J ROMANS ASSISTANT HEAD OF SCHOOL 178691 0 0 0 0 0 19914 0 65325 0 263930 0 0 0 CINDY RICHTER ASSISTANT HEAD OF SCHOOL 196561 0 0 0 0 0 20253 0 28941 0 245755 0 0 0 HEATHER PLOEN DIRECTOR OF ADMISSION AND 134211 0 0 0 0 0 15449 0 61193 0 210853 0 0 0 SARAH JOHNSON HEAD OF ADVANCEMENT 149724 0 0 0 0 0 15008 0 9851 0 174583 0 0 0 MARY HILL COLLEGE COUNSELING 125493 0 0 0 0 0 13801 0 21695 0 160989 0 0 0 PART I, LINE 1B HOUSING ALLOWANCE IS PART OF NEGOTIATED CONTRACT. HEALTH/SOCIAL CLUB DUES ARE BILLED DIRECTLY TO SCHOOL. A CITY OF FALCON HEIGHTS MN 416007644 2017-09-06 7375000 EDUCATIONAL FACILITIES REVENUE 0 0 0 B CITY OF LITTLE CANADA MN 410973960 2017-09-06 7375000 EDUCATIONAL FACILITIES REVENUE 0 0 0 C CITY OF LITTLE CANADA MN 410973960 2024-05-20 10000000 EDUCATIONAL FACILITIES REVENUE 0 0 0 A 1845300 7375000 7375000 0 1 1 1 B 1523903 7375000 7375000 0 1 1 1 C 10000000 9521549 0 1 1 1 A 0 0 0 1 1 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 1 0 0 0 1 A 0 B 0 C 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF FALCON HEIGHTS, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 07/31/2018 ISSUER NAME: CITY OF LITTLE CANADA, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 07/31/2018 X 30 1117970 PRICE ON DATE REC'D 0 1 1 PART I, LINE 32B: STOCK CONTRIBUTIONS ARE PROCESSED AND SOLD THROUGH LICENSED BROKERAGE SERVICE COMPANIES. FORM 990, PART VI, SECTION B, LINE 11B FOR EXPEDIENCY, THE 990 IS REVIEWED FOR ACCURACY BY THE DIRECTOR OF FINANCE AND THE HEAD OF SCHOOL, BEFORE FILING. THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD FOLLOWING THE REVIEW. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ON A YEARLY BASIS. THE SCHOOL HAS IMPLEMENTED A QUESTIONNAIRE THAT SPECIFICALLY REQUIRES BOARD MEMBERS AND OFFICERS TO DISCLOSE BUSINESS INTERESTS TO ENSURE POSSIBLE CONFLICTS CAN BE READILY IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 INDEX SURVEY, NAIS SURVEY, INDEPENDENT SALARY CONSULTANT, WERE USED FOR SALARY RANGES. WRITTEN EMPLOYMENT CONTRACT OFFERED AFTER BOARD APPROVAL. INDEX SURVEY, NAIS SURVEY CONSULTED FOR SALARY RANGES. WRITTEN EMPLOYMENT OFFER PRESENTED TO OFFICER FROM HEAD OF SCHOOL. 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 PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.