2025-11-04T14:53:32-06:00 2025-06-30 510380493 WHEELER WOLFENDEN & DWARES PA 4550 LINDEN HILL ROAD STE 201 WILMINGTON DE 19808 990 2024-07-01 510404800 ST ANNE'S EPISCOPAL SCHOOL STAN 3023783179 211 SILVER LAKE ROAD MIDDLETOWN DE 19709 TONYA BEILSTEIN INTERIM HEAD OF SCHOOL 3023783179 2025-10-31 1 1 KATHLEEN CORCORAN CPA P00454914 3022548240 2024 2025-03-06 01:10:19Z TONYA BEILSTEIN 211 SILVER LAKE ROAD MIDDLETOWN DE 19709 9920653 0 X WWW.SAINTANNESDE.ORG X 2001 DE THE MISSION OF ST. ANNE'S IS TO PREPARE STUDENTS FOR SECONDARY EDUCATION AND LIFE-LONG LEARNING. WE STRIVE TO ENHANCE THE INTELLECTUAL, SPIRITUAL, PHYSICAL, SOCIAL AND ARTISTIC GROWTH OF OUR STUDENTS SO THAT THEY MAY REALIZE THEIR POTENTIAL FOR GOOD AS CITIZENS. 20 20 119 35 0 0 305325 203823 6938751 6909233 256270 308423 90189 55067 7590535 7476546 1843853 1789539 0 0 4676117 4574262 0 0 199163 1892496 1709899 8412466 8073700 -821931 -597154 17520619 17587581 3423718 3306390 14096901 14281191 X THE MISSION OF ST. ANNE'S IS TO PREPARE STUDENTS FOR SECONDARY EDUCATION AND LIFE-LONG LEARNING. WE STRIVE TO ENHANCE THE INTELLECTUAL, SPIRITUAL, PHYSICAL, SOCIAL AND ARTISTIC GROWTH OF OUR STUDENTS SO THAT THEY MAY REALIZE THEIR POTENTIAL FOR GOOD AS CITIZENS. 0 0 6901243 1789539 6910699 AN INDEPENDENT DAY SCHOOL FOR GRADES PRESCHOOL THROUGH 8TH GRADE PROVIDING EDUCATIONAL SERVICES TO 308 STUDENTS. 6901243 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 0 0 0 0 0 0 0 0 0 1 11 0 1 119 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DE X X ST ANNE'S EPISCOPAL SCHOOL 3023783179 211 SILVER LAKE ROAD MIDDLETOWN DE 19709 HARRY BAETJER CHAIR 2.00 X X 0 0 0 REV KEVIN BROWN EX OFFICIO TRUSTEE 2.00 X 0 0 0 TAYLOR CAMERON TREASURER 2.00 X X 0 0 0 DON COONEY TRUSTEE 2.00 X 0 0 0 MELISSA DAVIS EX OFFICIO TRUSTEE 2.00 X 0 0 0 JAMIE DITTY-AHL TRUSTEE 2.00 X 0 0 0 DAMANY FISHER TRUSTEE 2.00 X 0 0 0 LINDSEY HELLER TRUSTEE 2.00 X 0 0 0 BRAD HIRSH TRUSTEE 2.00 X 0 0 0 DIAHANN JOHNSON TRUSTEE 2.00 X 0 0 0 EMILY KEGERREIS TRUSTEE 2.00 X 0 0 0 JOY MCGRATH EX OFFICIO TRUSTEE 2.00 X 0 0 0 STEPHEN OVADJE TRUSTEE 2.00 X 0 0 0 RHAE RIEGEL TRUSTEE 2.00 X 0 0 0 VIJAY VISWANATHAN TRUSTEE 2.00 X 0 0 0 PHIL WALSH TRUSTEE 2.00 X 0 0 0 MICHAEL WHITTAKER TRUSTEE 2.00 X 0 0 0 ERICA WOLFE TRUSTEE 2.00 X 0 0 0 KARA YORSTON TRUSTEE 2.00 X 0 0 0 TONYA BEILSTEIN INTERIM HEAD OF SCHOOL 40.00 X X 0 0 0 JUSTIN SMITH FORMER HEAD OF SCHOOL 40.00 X X 100000 0 25694 CHERYL HIPP-DILL CFO 40.00 X 121800 0 13607 BARRY L DAVIS FORMER HEAD OF SCHOOL 40.00 X 95570 0 5950 317370 0 45251 1 1 0 0 MODERN CONTROLS 26 BELLECOR DRIVE NEW CASTLE DE 19720 HVAC 220244 SCHOON INC DBA SYSTEM4 OF DELAWARE PO BOX 940 KENNETT SQUARE PA 19348 CLEANING SERVICES 150730 2 14337 189486 14337 203823 STUDENT TUITION AND FEES 611710 6404060 6404060 AUXILIARY INCOME 611710 428217 428217 EXTENDED CARE FEES 611710 76956 76956 6909233 306957 306957 30642 0 30642 30642 30642 2401865 2400399 1466 1466 1466 68133 14337 43708 24425 24425 7476546 6910699 0 362024 1789539 1789539 369018 321852 36095 11071 4205244 3667756 411331 126157 25554 25554 17450 17450 57666 57666 177641 177641 29367 29367 65370 55564 6537 3269 120894 108804 8463 3627 174161 174161 411031 369928 28772 12331 PLANT AND MAINTENANCE 292289 262866 20596 8827 INSTITUTIONAL 87870 74328 9028 4514 DINING ROOM 54699 54699 AUXILIARY 49885 49885 146022 146022 8073700 6901243 973294 199163 89969 86511 3757 12678 55308 13594 63491 67821 11974904 5814154 6309535 6160750 10998559 11246227 17520619 17587581 140377 73862 300548 252023 2850000 2900000 132793 80505 3423718 3306390 X 11816641 11669327 2280260 2611864 14096901 14281191 17520619 17587581 -597154 781444 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10998559 1030735 783067 11246227 10575391 139042 1322699 33000 866531 10998559 10226296 1031199 43000 639104 10575391 12547762 177366 -879332 57500 1562000 10226296 9791953 541766 2709455 56000 439412 12547762 0.78130 0.12740 0.09130 0 0 10588119 4914866 5673253 1386785 899288 487497 6160750 ACCRUED PAYROL AND RELATED EXPENSES 80505 80505 X 6410785 781444 781444 5629341 57666 1789539 1847205 7476546 6226495 0 6226495 57666 1789539 1847205 8073700 PART V, LINE 4: THE SCHOOL EMPLOYS A PRUDENT MANAGEMENT AND DRAW POLICY AND USES ENDOWMENT FUNDS TO HELP DEFRAY THE COST OF TUITION MAKING THE SCHOOL MORE AFFORDABLE FOR ITS FAMILIES. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL ADOPTED ASC 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST FEDERAL INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF A RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. CURRENTLY, THE 2021, 2022 AND 2023 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE SCHOOL IS NOT CURRENTLY UNDER AUDIT NOR HAS THE SCHOOL BEEN CONTACTED BY THIS JURISDICTION. INTEREST AND PENALTIES RELATED TO INCOME TAXES ARE INCLUDED IN INCOME TAX EXPENSE WHEN INCURRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID, SCHOLARSHIP, AND TUITION REMISSION PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID, SCHOLARSHIP, AND TUITION REMISSION 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 SEE PART II SCHEDULE E, PART I, LINE 7 THE FOLLOWING IS POSTED ON ST. ANNE'S ADMISSIONS PAGE: "ST. ANNE'S EPISCOPAL SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, SEXUAL ORIENTATION, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL AND ADMISSIONS POLICIES, SCHOLARSHIP AND FINANCIAL AID PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS." ADDITIONALLY, ST. ANNE'S DIVERSITY, EQUITY, AND INCLUSION POLICY IS POSTED ON ITS MAIN WEBPAGE. AUCTION 69033 14337 54696 35588 5K RUN 11437 11437 8120 1 2000 2000 82470 14337 68133 43708 43708 24425 0 FINANICAL AID, SCHOLARSHIPS, AND TUITION REMISSION 175 1789539 VALUE OF REDUCTION IN TUITION BILLED X X X X X 0 0 0 0 0 0 0 0 0 BARRY L DAVIS FORMER HEAD OF SCHOOL 95570 0 0 0 0 0 1896 0 4054 0 101520 0 0 0 PART I, LINE 3 THE SCHOOL USES COMPARABILITY DATA AND APPROVES THE COMPENSATION BY VOTE OF INDEPENDENT DIRECTORS WHICH IS CONTEMPORANEOUSLY DOCUMENTED IN BOARD MINUTES. FORM 990, PART VI, SECTION A, LINE 6 ST. ANDREW'S SCHOOL IS THE SOLE MEMBER OF ST. ANNE'S EPISCOPAL SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B THE SCHOOL'S CPA FIRM PREPARES THE ANNUAL FORM 990. THE SCHOOL'S FINANCE COMMITTEE IS PROVIDED A DRAFT OF THE FORM 990 TO REVIEW. FOLLOWING THIS DETAILED REVIEW, THE DRAFT FORM 990 IS PROVIDED VIA E-MAIL TO THE ENTIRE BOARD OF TRUSTEES FOR THEIR REVIEW. ONCE THEY HAVE HAD AN OPPORTUNITY TO ASK QUESTIONS AND ALL OF THEIR QUESTIONS HAVE BEEN ANSWERED, THE FORM WILL BE SIGNED BY THE HEAD OF SCHOOL AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT THAT IDENTIFIES ISSUES THAT COULD GIVE RISE TO A CONFLICT. THE HEAD OF SCHOOL AND THE PRESIDENT OF THE BOARD OF TRUSTEES EVALUATE THE RESPONSES TO IDENTIFY AND ASSESS ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF EXECUTIVE COMPENSATION INVOLVES COMPARISON WITH NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS METRICS AND COMPARABLE SALARY DATA. DELIBERATIONS AND DECISIONS ARE MADE BY THE COMPENSATION COMMITTEE WHICH IS MADE UP OF INDEPENDENT BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 ST. ANNE'S EPISCOPAL SCHOOL - 302-378-3179 211 SILVER LAKE ROAD, MIDDLETOWN, DE 19709 FORM 990, PART XII, LINE 2C: THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION C, LINE 18: THE SCHOOL'S FORM 1023 AND THE THREE MOST RECENTLY FILED FORM 990S ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. IN ADDITION, THE SCHOOL'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19: ALTHOUGH IT IS NOT LEGALLY REQUIRED TO DO SO, THE SCHOOL MAY MAKE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON REQUEST.