2025-02-25T15:10:41-05:00 2024-06-30 201416603 BALDWIN CPAS PLLC 713 W MAIN ST RICHMOND KY 404751351 990 2023-07-01 510450314 NATIVITY ACADEMY AT SAINT BONIFACE NATI 5028553314 529 EAST LIBERTY STREET LOUISVILLE KY 402021107 STEPHEN G CORZINE INTERIM ED 5028553314 2025-02-25 true true MYRON D FISHER P00078455 8596269040 2025-02-25 2023 2025-03-06 01:10:19Z STEPHEN G CORZINE 529 EAST LIBERTY STREET LOUISVILLE KY 40202 1927663 false X WWW.NATIVITYLOUISVILLE.ORG X 2002 KY NATIVITY ACADEMY AT ST. BONIFACE IS AN INDEPENDENT, CATHOLIC MIDDLE SCHOOL THAT PROVIDES A FOUNDATION FOR A LIFE WITHOUT LIMITS. 27 27 28 25 0 1662637 1647001 89304 59508 72082 95268 70137 39872 1894160 1841649 0 0 922162 962594 0 176311 567794 641692 1489956 1604286 404204 237363 3139706 3521621 88863 73120 3050843 3448501 X NATIVITY ACADEMY AT ST. BONIFACE IS AN INDEPENDENT, CATHOLIC MIDDLE SCHOOL THAT PROVIDES A FOUNDATION FOR A LIFE WITHOUT LIMITS. false false 686944 59508 PROGRAM EXPENDITURES DURING THE FISCAL YEAR ENDED JUNE 30, 2024 WERE RESPONSIBLE FOR THE EDUCATION OF 45 STUDENTS DURING THE 2023/2024 SCHOOL YEAR CULMINATING WITH THE GRADUATION OF 15 EIGHTH GRADE STUDENTS, WITH 87% OF THOSE GRADUATES BEING ENROLLED IN HIGH PERFORMING PRIVATE CATHOLIC HIGH SCHOOLS IN THE LOUISVILLE COMMUNITY. AS PART OF THAT PROCESS STUDENT'S READING SCORES DURING THE YEAR SIGNIFICANTLY IMPROVED WHICH WAS DIRECTLY RELATED TO THE STRONG NATIVITY ACADEMY TEACHING STAFF AND THE ADDITION OF AN ACADEMIC INSTRUCTIONAL COACH. PROGRAM EXPENDITURES ALSO PROVIDED FOR AN 8TH GRADE TRIP TO WASHINGTON, DC, STEM EDUCATION CLASSES, THE CONTINUING SUCCESS OF THE NATIVITY ACADEMY TRACK TEAM, ALL OF WHICH RESULTED IN A VIBRANT LEARNING ENVIRONMENT THAT FOSTERED INDIVIDUAL STUDENT GROWTH BOTH ACADEMICALLY AND PERSONALLY. 103042 PROGRAM EXPENDITURES ALSO PROVIDED SUPPORT FOR THE 300 STUDENTS WHO ARE PART OF THE NATIVITY GRADUATE SUPPORT PROGRAM, INCLUDING THOSE IN HIGH SCHOOL, POST-SECONDARY EDUCATION ENDEAVORS AND RECENT COLLEGE GRADUATES. THESE EXPENDITURES ALLOWED FOR COLLEGE TOURS TO VISIT AREA COLLEGES AND UNIVERSITIES INCLUDING MULTI-DAY VISITS WHICH INCLUDED CULTURAL EXPERIENCES. IN ADDITION, A CONSISTENT RELATIONSHIP AND CONTACT WITH NATIVITY ACADEMY GRADUATES IN AREA HIGH SCHOOLS PROVIDES THE SUPPORT FOR CONTINUING AN AVERAGE HIGH SCHOOL GRADUATION RATE FOR NATIVITY ACADEMY ALUMNI OF 98%. SIGNIFICANT EXPENDITURES FOR TRANSITION ASSISTANCE, AS A PART OF PROGRAM EXPENDITURES, PROVIDED SUPPORT TO NATIVITY ACADEMY ALUMNI IN HIGH SCHOOL AND COLLEGE TO CONTINUE THEIR EDUCATION AND MEET PERSONAL AND EDUCATIONAL NEEDS. 354920 SIGNIFICANT PROGRAM EXPENDITURES IN THE 2023/2024 WERE MADE TO IMPROVE THE SCHOOL FACILITIES TO ENSURE A WELCOMING AND FUNCTIONAL SPACE FOR EDUCATING OUR STUDENTS TO INCLUDE REPLACEMENT OF HVAC EQUIPMENT, REMODELING THE CAFETERIA AND KITCHEN FACILITIES, AND MAINTAINING A PROFESSIONAL CLEANING SERVICE, ALL OF WHICH HELPED TO FOSTER AN ENVIRONMENT WHERE LEARNING CAN TAKE PLACE IN A SAFE SPACE AND RESULT IN ACADEMIC GROWTH AND EXCELLENCE. 1144906 true true false false false false false false false true true false false false true true true false true false false false false false true true false false false false false false false false false true false false false false false false false false false false false true 2 2 true 28 true false false false false false true true false false false false false false X 27 27 false false false false false false false true true false false true true true true true true true false false KY X X NATIVITY ACADEMY AT SAINT BONIFACE 5028553314 529 E LIBERTY STREET LOUISVILLE KY 40202 AMY OLSON EXECUTIVE DI 40.00 X 126875 0 9012 STEPHEN G CORZINE INTERIM ED 17.00 X 14440 0 0 SARAH BALL BOARD MEMBER 0.50 X 0 0 0 NATHAN BIRD BOARD MEMBER 0.50 X 0 0 0 LAUREN BROADUS BOARD MEMBER 0.50 X 0 0 0 RIA CHANDLER BOARD MEMBER 0.50 X 0 0 0 MARGIE CHARASIKA BOARD MEMBER 0.50 X 0 0 0 TONY COLYER BOARD MEMBER 0.50 X 0 0 0 KAREN CRAWFORD BOARD MEMBER 0.50 X 0 0 0 STEVE EMBRY VICE CHAIR 1.00 X X 0 0 0 MARIA GURREN SECRETARY 1.00 X X 0 0 0 TIM HAGERTY BOARD MEMBER 0.50 X 0 0 0 JONATHAN HUGHES CHAIR APPOIN 1.00 X X 0 0 0 PETER KLEIN CHAIR 1.00 X X 0 0 0 DESTINY MCCREARY BOARD MEMBER 0.50 X 0 0 0 JANICE MULLIGAN BOARD MEMBER 0.50 X 0 0 0 CLAUDIA PERALTA-MUDD BOARD MEMBER 0.50 X 0 0 0 LUKE REBHOLZ BOARD MEMBER 0.50 X 0 0 0 TIMOTHY RUTLEDGE BOARD MEMBER 0.50 X 0 0 0 CONSUELO SANTILLAN BOARD MEMBER 0.50 X 0 0 0 TERRI SAUTEL BOARD MEMBER 0.50 X 0 0 0 JIM STEVISON TREASURER 1.00 X X 0 0 0 CHIP SUMMERS BOARD MEMBER 0.50 X 0 0 0 MIKE THORP BOARD MEMBER 0.50 X 0 0 0 TAYLOR TOWNSEND BOARD MEMBER 0.50 X 0 0 0 DR WILLIAM WELLS BOARD MEMBER 0.50 X 0 0 0 MEGHAN WEYLAND BOARD MEMBER 0.50 X 0 0 0 TORRENCE WILLIAMS BOARD MEMBER 0.50 X 0 0 0 MARITA WILLIS BOARD MEMBER 0.50 X 0 0 0 141315 9012 1 false false false 88556 35000 1523445 13200 1647001 PROGRAM & ACTIVITY FEES 611710 59508 59508 59508 95268 95268 100870 88556 75784 25086 25086 24150 10230 13920 13920 OTHER MISC REVENUES 866 866 866 1841649 60374 134274 141315 14132 91855 35328 656647 545029 41819 69799 38524 28893 4238 5393 67820 51022 7470 9328 58288 43802 6412 8074 68438 68438 12119 3680 7296 1143 90186 51103 26364 12719 4859 3563 1296 46950 13065 10021 23864 95381 90612 2385 2384 45507 43232 1138 1137 14896 14151 372 373 INSTRUCTIONAL SUPPLIES 71723 70409 1314 TRANSITION ASSISTANCE 57761 57761 FOOD SERVICE 37526 37526 REPAIRS & MAINTENANCE 33202 31542 830 830 63144 45384 14431 3329 1604286 1144906 283069 176311 445889 1375574 135020 5801 52202 7583 1475 23302 18382 710800 384052 321125 326748 2297188 1643412 7626 3139706 3521621 88863 65494 7626 88863 73120 X 1511380 1730915 1539463 1717586 3050843 3448501 3139706 3521621 X 237363 160295 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 918140 122686 37831 1002995 874901 80686 37447 918140 1044005 -169104 874901 837472 238925 32392 1044005 834461 32812 32801 837472 1.00000 false false 467029 203006 264023 195783 133058 62725 47988 47988 326748 FINANCE LEASE 7626 7626 X 2075839 160295 86014 246309 1829530 12119 12119 1841649 1678181 86014 86014 1592167 12119 12119 1604286 SCHEDULE D, PAGE 2, PART V, LINE 4 NATIVITY'S ENDOWMENT NET ASSETS CONSISTS OF THE FOUNDERS FUND, WHICH IS COMPRISED OF DONOR RESTRICTED CONTRIBUTIONS TO PROVIDE FINANCIAL SUPPORT FROM INCOME DERIVED FROM INVESTMENTS AND TO PROVIDE FINANCIAL PROTECTION IN THE EVENT OF A SERIOUS CASH SHORTAGE THAT WOULD THREATEN CONTINUING OPERATIONS. SCHEDULE D, PAGE 3, PART X NATIVITY HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AS A NONPROFIT ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. IN ADDITION NATIVITY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). NATIVITY IS SUBJECT TO INCOME TAX ON CERTAIN UNRELATED BUSINESS ACTIVITY. NO SUCH INCOME WAS GENERATED FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FASB ASC 740-10 WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENT OF ACTIVITIES OR ACCRUED IN THE STATEMENT OF FINANCIAL POSITION. FEDERAL AND STATE TAX RETURNS OF THE ENTITY ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENT EXPENSES 86,014 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 86,014 true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 NATIVITY ACADEMY AT ST. BONIFACE ADOPTS A NON-DISCRIMINATORY POLICY TOWARD STUDENTS AND THUS NATIVITY ACADEMY AT ST. BONIFACE ADMITS STUDENTS OF ANY RACE, RELIGION, SEX, COLOR, DISABILITY, 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, RELIGION, SEX, COLOR, DISABILITY, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. SCHEDULE E, LINE 6 NATIVITY ACADEMY IN THE FISCAL YEAR ENDED JUNE 30, 2024 RECEIVED A GRANT OF 35,000 FROM THE LOUISVILLE METRO GOVERNMENT FOR SUPPORT OF THE NATIVITY ACADEMY GRADUATE SUPPORT PROGRAM. NATIVITY ACADEMY RECEIVES USDA FUNDS FOR THE SCHOOL CAFETERIA. All States AUCTION 132241 84786 47455 2400 19770 27515 GOLF SCRAMBLE 51490 3770 47720 6738 19361 1 5695 5695 189426 88556 100870 2400 26508 46876 75784 25086 false false 24150 10230 true 1.00000 24150 10230 10230 13920 KY true false false false 1.00000 CLARA BULLOCK 529 E LIBERTY ST LOUISVILLE KY 40202 false false LAUREN BROADUS BOARD MEMBER 8000 EVENT SERVICES false FORM 990, PAGE 2, PART III, LINE 4A PROGRAM EXPENDITURES DURING THE FISCAL YEAR ENDED JUNE 30, 2024 WERE RESPONSIBLE FOR THE EDUCATION OF 45 STUDENTS DURING THE 2023/2024 SCHOOL YEAR CULMINATING WITH THE GRADUATION OF 15 EIGHTH GRADE STUDENTS, WITH 87% OF THOSE GRADUATES BEING ENROLLED IN HIGH PERFORMING PRIVATE CATHOLIC HIGH SCHOOLS IN THE LOUISVILLE COMMUNITY. AS PART OF THAT PROCESS STUDENT'S READING SCORES DURING THE YEAR SIGNIFICANTLY IMPROVED WHICH WAS DIRECTLY RELATED TO THE STRONG NATIVITY ACADEMY TEACHING STAFF AND THE ADDITION OF AN ACADEMIC INSTRUCTIONAL COACH. PROGRAM EXPENDITURES ALSO PROVIDED FOR AN 8TH GRADE TRIP TO WASHINGTON, DC, STEM EDUCATION CLASSES, THE CONTINUING SUCCESS OF THE NATIVITY ACADEMY TRACK TEAM, ALL OF WHICH RESULTED IN A VIBRANT LEARNING ENVIRONMENT THAT FOSTERED INDIVIDUAL STUDENT GROWTH BOTH ACADEMICALLY AND PERSONALLY. FORM 990, PAGE 2, PART III, LINE 4B PROGRAM EXPENDITURES ALSO PROVIDED SUPPORT FOR THE 300 STUDENTS WHO ARE PART OF THE NATIVITY GRADUATE SUPPORT PROGRAM, INCLUDING THOSE IN HIGH SCHOOL, POST-SECONDARY EDUCATION ENDEAVORS AND RECENT COLLEGE GRADUATES. THESE EXPENDITURES ALLOWED FOR COLLEGE TOURS TO VISIT AREA COLLEGES AND UNIVERSITIES INCLUDING MULTI-DAY VISITS WHICH INCLUDED CULTURAL EXPERIENCES. IN ADDITION, A CONSISTENT RELATIONSHIP AND CONTACT WITH NATIVITY ACADEMY GRADUATES IN AREA HIGH SCHOOLS PROVIDES THE SUPPORT FOR CONTINUING AN AVERAGE HIGH SCHOOL GRADUATION RATE FOR NATIVITY ACADEMY ALUMNI OF 98%. SIGNIFICANT EXPENDITURES FOR TRANSITION ASSISTANCE, AS A PART OF PROGRAM EXPENDITURES, PROVIDED SUPPORT TO NATIVITY ACADEMY ALUMNI IN HIGH SCHOOL AND COLLEGE TO CONTINUE THEIR EDUCATION AND MEET PERSONAL AND EDUCATIONAL NEEDS. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES THE 990. THIS PROCESS TAKES PLACE DURING A REGULARLY SCHEDULED BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 12C ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM UPON EMPLOYMENT / JOINING THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15A ANNUAL EVALUATION GIVEN BY BOARD CHAIR, WHO SOLICITS INPUT FROM EXECUTIVE COMMITTEE AND KEY STAFF, AND REVIEWS COMPARABLE COMPENSATION LEVELS AT OTHER SCHOOLS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA THEIR OWN WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9 SPECIAL EVENT EXPENSES 86,014 SPECIAL EVENT EXPENSES -86,014