2025-03-21T14:16:13-05:00 2024-06-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-07-01 741185668 St John's School STJO 7138500222 2401 Claremont Lane Houston TX 770195897 Ileana Del Toro CFOO 7138500222 2025-03-21 1 0 Barbara Murphy P01386215 7134395739 2025-03-21 2023 2025-03-06 01:10:19Z Daniel Alig 2401 Claremont Lane Houston TX 770195897 99589392 0 X www.sjs.org X 1946 TX St. John's School provides talented students in grades K-12 with a rigorous college preparatory curriculum and a wealth of enrichment opportunities carefully designed to prepare students for lives of leadership, service, and personal fulfillment. 22 22 558 500 6839 4839 16952073 30031423 47190145 50050698 1650881 7532829 229060 565222 66022159 88180172 4088963 4226130 0 0 33891899 34101381 0 0 1692247 21059124 20949079 59039986 59276590 6982173 28903582 333963830 366400256 145044614 142136594 188919216 224263662 See Schedule OSt. John's School is an independent, co-educational day school presenting a 13-year sequence of college preparatory training. A non-profit institution, it was founded in 1946 to provide the community with a school of exacting standards in the development of individual, spiritual, ethical, intellectual, social and physical growth. While the means to achieve that purpose may change, it remains the basic mission of the School. 0 0 49967711 4226130 50555931 St. John's School provides approximately 1,423 talented students in grades K-12 with a rigorous college preparatory curriculum and a wealth of enrichment opportunities carefully designed to prepare students for lives of leadership, service, and personal fulfillment.The School seeks to develop the whole person in preparation for a lifetime of personal fulfillment and contribution to society. In particular, it is dedicated to the enhancement and the expansion of future leadership for Houston and the country. The School offers talented, motivated and energetic students a genuine challenge for academic accomplishment and development of a sense of self-worth and personal responsibility. The School in turn holds itself responsible for providing that challenge. 49967711 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 1 0 1 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 1 140 0 1 558 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Ileana Del Toro 7138504100 2401 Claremont Lane Houston TX 77019 Mark C Rodriquez Chairman 10.00 X X 0 0 0 William Gentry Lee Jr Vice Chairman 2.00 X X 0 0 0 Christopher B Johnson Treasurer 2.00 X X 0 0 0 Elizabeth N Stepanian Secretary 2.00 X X 0 0 0 August Al-Uqdah II Trustee 2.00 X 0 0 0 Scott Bender Trustee 2.00 X 0 0 0 Kathy Britton Trustee 2.00 X 0 0 0 Angela Fullen Trustee 2.00 X 0 0 0 Katherine Hobby Gibson Trustee 2.00 X 0 0 0 Will Giraud Trustee 2.00 X 0 0 0 Lacey Fluor Goossen Trustee 2.00 X 0 0 0 David Harvey Trustee 2.00 X 0 0 0 Rosa Kim Ho Trustee 2.00 X 0 0 0 Frank Hogan Trustee 2.00 X 0 0 0 Tola Laniyan Trustee 2.00 X 0 0 0 Andrew D McCullough Jr Trustee 2.00 X 0 0 0 LeRoy Melcher Trustee 2.00 X 0 0 0 Camilo E Munoz Trustee 2.00 X 0 0 0 Ba Nguyen Trustee 2.00 X 0 0 0 Leslie E Sasser Trustee 2.00 X 0 0 0 Jonathan Sloan Trustee 2.00 X 0 0 0 Maria Zerr Trustee 2.00 X 0 0 0 Daniel J Alig Head of School/CEO 50.00 X 493801 0 319104 L Greg Swan CFO 50.00 X 350400 0 39086 Ileana del Toro CFOO (as of 06/24) 50.00 X 0 0 0 Christine M Curran Associate Head of School 50.00 X 264016 0 35963 Dawsey D Romero Director of Advancement 50.00 X 208030 0 16623 Kevin G Weatherill Head of Upper School 50.00 X 206567 0 25331 Courtney R Burger Director of Admissions 50.00 X 167019 0 21790 Richard A Still Director of Security & Facilities 50.00 X 231450 0 12046 Dwight Raulston Director of Curriculum 50.00 X 156880 0 30105 Jamie L Kim Assoc. Dir. College Counseling 50.00 X 154831 0 18496 Akram Anoushehi Director of Technology 50.00 X 153507 0 24567 Margaret E Henry Head of Middle School 50.00 X 151658 0 28097 2538159 0 571208 20 0 1 0 Curtis & Windham Architects Inc 3815 Montrose Blvd 100 Houston TX 77006 Architect services 1058671 PJS of Houston Inc 2303 Nance St Houston TX 77020 Cleaning services 346494 Hirtle Callaghan & Co 300 Barr Harbor Dr Ste 500 West Conshohocken PA 19428 Investment management 289498 Karr Limousine Service 6363 Richmond Ave Ste 300 Houston TX 77057 Transportation services 203661 Sam's Limousine & Transportation 9102 Westpark Dr Houston TX 77063 Transportation services 184745 6 30031423 13227901 30031423 Tuition 611600 46734185 46734185 Cafeteria fees 611710 1518359 1518359 Activity fees 611710 1060552 1060552 Auxiliary service fees 611710 737602 737602 50050698 3630463 3630463 53150 0 53150 53150 53150 14778368 9839631 1036371 4938737 -1036371 3902366 3902366 872359 533218 339141 339141 Shared parking garage income 900099 166092 166092 Partnership income 722100 6839 6839 172931 88180172 50555931 6839 7585979 4226130 4226130 2181607 1001762 702200 477645 25379533 23844074 940630 594829 1326037 1030661 266818 28558 3312026 2765723 493833 52470 1902178 1515418 331148 55612 7495 7495 70230 70230 407638 407638 438456 90131 305850 42475 2577848 2201446 276977 99425 1160285 679222 481063 2779587 2577478 175303 26806 522054 469935 32838 19281 2484530 2484530 5344538 5172037 113979 58522 1420818 1312799 93165 14854 Food services 1435451 1107861 218934 108656 Student activities,trip 1407930 1407930 Contract services 486511 461285 13060 12166 Printing, web & publica 189785 24304 121579 43902 215923 79515 79362 57046 59276590 49967711 7616632 1692247 17922490 18363192 30994884 47192069 1436572 9723036 292787 284318 446066 378625 573153 1457401 268590390 81018833 191520963 187571557 68587265 73282429 22145229 28144071 44421 3558 333963830 366400256 4868386 4292609 36022722 35808738 103521324 101496756 632182 538491 145044614 142136594 X 94272696 97162689 94646520 127100973 188919216 224263662 333963830 366400256 28903582 6440864 0 X 0 1 X 1 0 X 7710993 5419680 6971863 16952073 30031423 67086032 7710993 5419680 6971863 16952073 30031423 67086032 17669233 49416799 1972033 1923763 2513464 2857345 3683613 12950218 11131 20017 6839 37987 166092 166092 166092 166092 166092 830460 80904697 236176815 0.61080 0.62340 X Schedule A, Part II, Line 10, Explanation of Other Income: Shared parking garage income - 2019 Amount: $ 166,092. 2020 Amount: $ 166,092. 2021 Amount: $ 166,092. 2022 Amount: $ 166,092. 2023 Amount: $ 166,092. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 91837738 746009 12604572 3500000 101688319 87436101 728918 7172719 3500000 91837738 100631944 495687 -10441530 3250000 87436101 80236090 4244228 19311626 3160000 100631944 79406259 2016739 1968092 3155000 80236090 0.10870 0.47190 0.41940 0 0 106263751 106263751 117254602 46910452 70344150 20369901 14491526 5878375 22388612 19616855 2771757 2313524 2313524 187571557 Partnership investments 28144071 F 28144071 90520486 6440864 6440864 84079622 407638 3692912 4100550 88180172 55176040 533218 533218 54642822 407638 4226130 4633768 59276590 Part IV, Line 2b: The School holds funds for several related school groups. The School has limited discretion over the use of these funds. Funds held for others are included in the School's cash and as a liability of the School. Part V, Line 4: The endowment fund was established to support St. John's School in the following areas: faculty salaries, tuition aid, faculty studies, college scholarships, college counseling, technology, and operation and maintenance of facilities. Part XI, Line 4b - Other Adjustments: Bookstore COGS -533,218. Financial aid 4,226,130. Part XII, Line 2d - Other Adjustments: Bookstore COGS 533,218. Part XII, Line 4b - Other Adjustments: Financial aid 4,226,130. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 Notice of the school's nondiscriminatory policy regarding students is posted on the School's website. It was also posted on the website of Houston Area Independent Schools found at houstonprivateschools.org. Central America and the Caribbean 0 0 Investments 14853309 0 0 0 0 0 0 14853309 0 14853309 1 0 1 1 1 0 Part I, Line 3f - Investments & Expenditures Per Region The amount reported in Part I, Line 3f represents the fair value of investments held in the region. 1 Financial assistance 195 4226130 Part I, Line 2: St. John's School awards financial aid each year based on demonstrated financial need of the student's family regardless of race, color, nationality or ethnic origin. X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Daniel J Alig Head of School/CEO 446674 0 0 0 47127 0 91500 0 227604 0 812905 0 0 0 L Greg Swan CFO 350400 0 0 0 0 0 26400 0 12686 0 389486 0 0 0 Christine M Curran Associate Head of School 264016 0 0 0 0 0 26261 0 9702 0 299979 0 0 0 Richard A Still Director of Security & Facilities 231450 0 0 0 0 0 10440 0 1606 0 243496 0 0 0 Kevin G Weatherill Head of Upper School 206567 0 0 0 0 0 10519 0 14812 0 231898 0 0 0 Dawsey D Romero Director of Advancement 208030 0 0 0 0 0 15017 0 1606 0 224653 0 0 0 Courtney R Burger Director of Admissions 167019 0 0 0 0 0 11719 0 10071 0 188809 0 0 0 Dwight Raulston Director of Curriculum 156880 0 0 0 0 0 16548 0 13557 0 186985 0 0 0 Margaret E Henry Head of Middle School 151658 0 0 0 0 0 13732 0 14365 0 179755 0 0 0 Akram Anoushehi Director of Technology 153507 0 0 0 0 0 13852 0 10715 0 178074 0 0 0 Jamie L Kim Assoc. Dir. College Counseling 154831 0 0 0 0 0 7366 0 11130 0 173327 0 0 0 Part I, Line 1a All of the benefits checked in Part I are provided to Daniel Alig, the Head of School. - The School provides a house on campus and pays for utilities and maintenance of the house including the services of a housekeeper. The value of this benefit (estimated at $212,422 for this fiscal year) is not treated as taxable compensation because it meets the criteria for exclusion under IRC Section 119. - The School included a gross-up payment of $58,413 for this fiscal year relating to non-cash fringe benefits provided. This amount was treated as taxable compensation. Part I, Line 4b The School has established a Rabbi Trust for the benefit of Daniel Alig, the Head of School. The amount treated as deferred compensation to him under this plan during this fiscal year was $75,000. A COH Higher Education Finance Corporation 760387014 2022-06-03 105385000 Current refunding of taxable loan dated 4/15/2020 0 0 0 A 3560000 105385000 105385000 2022 0 1 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 X 58 12887901 FMV X 1 340000 FMV 0 1 0 Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Audit Committee of the Board of Trustees. A copy of the Form is provided to the entire Board prior to filing. Form 990, Part VI, Section B, line 12c Board members are required to complete a questionnaire annually which discloses any potential conflicts of interest. The question of whether a financial interest gives rise to a conflict of interest shall, at the Chairman of the Board of Trustees' discretion, be referred to either the full Board or the Audit Committee. After disclosure of the financial interest and all material facts relating thereto, and after any discussion thereof, including the interested person's presentation to the Board or Audit Committee (as the case may be), the interested person shall leave the Board meeting or Audit Committee meeting while the potential conflict of interest is discussed and voted upon. The remaining disinterested Board Trustees or Audit Committee members shall decide if a conflict of interest exists. An interested person shall not be present in any meeting during any discussion of, and vote on, the financial interest, transaction or arrangement that results in the potential or actual conflict of interest. Form 990, Part VI, Section B, line 15 Compensation of the Head of School/CEO is determined by the Head of School Committee of the Board of Trustees. The Head of School Committee consists of only independent trustees. To assist in its determinations, the Committee is provided with information from an independent consultant regarding comparability data and the Intermediate Sanctions provisions of the Internal Revenue Code. The deliberations and determinations of the Committee are recorded in the minutes of the Committee's meetings, which are approved by the Committee. Compensation of other officers of the organization is determined by the Head of School/CEO based upon comparability data and contemporaneous substantiation. The organization is a member of several groups that benchmark various metrics for independent schools including comparative compensation data. Form 990, Part VI, Section C, line 19 Upon request.