2026-01-26T12:54:48-05:00 2025-06-30 201416603 BALDWIN CPAS PLLC 713 W MAIN ST RICHMOND KY 404751351 990 2024-07-01 510450314 NATIVITY ACADEMY AT SAINT BONIFACE NATI 5028553314 529 EAST LIBERTY STREET LOUISVILLE KY 402021107 MEGHAN WEYLAND PRESIDENT 5028553333 2026-01-26 true true MYRON D FISHER P00078455 8596269040 2026-01-26 2024 2025-03-06 01:10:19Z MEGHAN WEYLAND 529 EAST LIBERTY ST LOUISVILLE KY 40202 2040720 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. 23 23 22 50 0 1647001 1797221 59508 56695 95268 100268 39872 6832 1841649 1961016 0 0 962594 940684 0 167335 641692 749066 1604286 1689750 237363 271266 3521621 3927624 73120 79840 3448501 3847784 NATIVITY ACADEMY AT ST. BONIFACE IS AN INDEPENDENT, CATHOLIC MIDDLE SCHOOL THAT PROVIDES A FOUNDATION FOR A LIFE WITHOUT LIMITS. false false 215914 56695 THE GRADUATE SUPPORT PROGRAM IS ONE OF OUR THREE LARGEST PROGRAM SERVICES. OUR MAJOR ACCOMPLISHMENTS IN THIS AREA ARE THE HIGH SCHOOL GRADUATION RATES OF OUR 8TH GRADE GRADUATES (100% FOR THE CLASS OF 2025, NATIVITY CLASS OF 2021) AND POST-SECONDARY MATRICULATION RATES OF OUR 8TH GRADE GRADUATES (73% OF CLASS OF 2024, NATIVITY CLASS OF 2020). 787451 THE MIDDLE SCHOOL PROGRAM IS ANOTHER OF OUR THREE LARGEST PROGRAM SERVICES. OUR MAJOR ACCOMPLISHMENT IN THIS AREA IS THE RETENTION OF OUR SCHOOL ADMINISTRATORS AND TEACHING STAFF FROM LAST SCHOOL YEAR TO THIS SCHOOL YEAR AND THE ADDITION OF A QUALIFIED, EXPERIENCED TEACHER IN A POSITION WE HAVE BEEN UNABLE TO FILL FOR THE PREVIOUS 2 SCHOOL YEARS. 266717 STUDENT ENROLLMENT INCREASED BY 6 STUDENTS FROM 24-25 SCHOOL YEAR TO THE 25-26 SCHOOL YEAR, WHICH IS AN INCREASE OF ABOVE 10% OF ENROLLMENT, THE STRATEGIC PLAN ANNUAL ENROLLMENT GROWTH TARGET. TEACHER RETENTION FROM THE 2024-2025 TO THE 2025-2026 SCHOOL YEAR WAS OVER 90% ALONG WITH FILLING AN OVER 2 YEAR LONG SCIENCE CONTENT AREA TEACHING VACANCY WITH A QUALITY CANDIDATE. 1270082 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 true false false false false false false false false true 13 1 true 22 true false false false false false true true false false false false false false X 23 23 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 123798 0 19015 STEVE CORZINE INTERIM ED 24.00 X 15102 0 0 MEGHAN WEYLAND PRESIDENT 11.00 X 0 0 251 LAUREN BROADUS BOARD MEMBER 1.00 X 0 0 0 TIMOTHY C BROWN BOARD MEMBER 1.00 X 0 0 0 RIA CHANDLER BOARD MEMBER 1.00 X 0 0 0 MARGIE CHARASIKA BOARD MEMBER 1.00 X 0 0 0 TONY COLYER BOARD MEMBER 1.00 X 0 0 0 KAREN CRAWFORD BOARD MEMBER 1.00 X 0 0 0 STEVE EMBRY SECRETARY 1.00 X X 0 0 0 TIM HAGERTY BOARD MEMBER 1.00 X 0 0 0 SARAH HELLMAN BOARD MEMBER 1.00 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 KARA MASON BOARD MEMBER 1.00 X 0 0 0 CLAUDIA PERALTA-MUDD BOARD MEMBER 1.00 X 0 0 0 LUKE REBHOLZ BOARD MEMBER 1.00 X 0 0 0 TIMOTHY RUTLEDGE BOARD MEMBER 1.00 X 0 0 0 CONSUELO SANTILLAN BOARD MEMBER 1.00 X 0 0 0 JIM STEVISON TREASURER 1.00 X X 0 0 0 CHIP SUMMERS VICE CHAIR 1.00 X X 0 0 0 BEN TAYLER BOARD MEMBER 1.00 X 0 0 0 TAYLOR TOWNSEND BOARD MEMBER 1.00 X 0 0 0 BILL WALTERS BOARD MEMBER 1.00 X 0 0 0 DR WILLIAM WELLS BOARD MEMBER 1.00 X 0 0 0 SCOTT ZOPPOTH BOARD MEMBER 1.00 X 0 0 0 138900 19266 1 false false false 25000 88613 10000 1673608 145200 1797221 PROGRAM & ACTIVITY FEES 611710 56695 56695 56695 100268 100268 46806 88613 69704 -22898 -22898 39730 10000 29730 29730 1961016 56695 107100 X 105763 86726 10576 8461 674999 550657 68804 55538 45072 36955 4358 3759 56204 46082 5435 4687 58646 47626 6793 4227 21000 5670 11340 3990 13558 3661 7321 2576 205423 55464 110929 39030 6466 5136 1330 39329 6356 9956 23017 103098 97943 2577 2578 40951 38902 1024 1025 15465 14692 387 386 INSTRUCTIONAL SUPPLIES 96192 94240 1067 885 MISCELLANEOUS 65494 58654 6809 31 FOOD SERVICE 37100 37100 TRANSITION ASSISTANCE 35410 35410 69580 48808 4957 15815 1689750 1270082 252333 167335 1375574 1277452 135020 160724 5801 316845 7583 5500 1475 1708 18382 21770 747843 423477 326748 324366 1643412 1813158 7626 6101 3521621 3927624 65494 73611 7626 6229 73120 79840 X 1730915 2048237 1717586 1799547 3448501 3847784 3521621 3927624 X 271266 128017 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1002995 104073 1107069 918140 122686 37831 1002995 874901 80686 37447 918140 1044005 -169104 874901 837472 238925 32392 1044005 1.00000 false false 472923 229154 243769 226932 146335 80597 47988 47988 324366 FINANCE LEASE 6229 6229 X 2155179 128017 128017 2027162 13558 -79704 -66146 1961016 1755896 79704 79704 1676192 13558 13558 1689750 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, 2025 AND 2024. 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 4B SPECIAL EVENT EXPENSES -79,704 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 79,704 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, 2025 RECEIVED A GRANT OF 10,000 FROM THE LOUISVILLE METRO GOVERNMENT FOR SUPPORT OF THE NATIVITY ACADEMY GRADUATE SUPPORT PROGRAM. NATIVITY ACADEMY RECEIVES USDA REIMBURSEMENTS FOR THE MEALS SERVED IN THE CAFETERIA. AUCTION & BOURB 94118 58832 35286 8094 3000 14376 500 26482 GOLF SCRAMBLE 41301 29781 11520 1008 15118 943 183 135419 88613 46806 9102 18118 15319 500 26665 69704 -22898 false false 39730 10000 false 39730 10000 10000 29730 KY true false false false LAURA HENNESSEY 529 E LIBERTY ST LOUISVILLE KY 40202 false false LAUREN BROADUS BOARD MEMBER 4000 EVENT SERVICES false BILL WALTERS BOARD MEMBER 4000 ADVERTISING false KARA MASON BOARD MEMBER 6500 TECHNOLOGY false X 1 145200 FAIR MARKET VALUE false false false 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 IX, LINE 11G OUTSIDE SERVICE 16,408 32,816 11,546 OTHER PROFESSIONAL SERVICES 39,056 78,113 27,484 TOTAL 55,464 110,929 39,030 FORM 990, PART XI, LINE 9 SPECIAL EVENT EXPENSES 79,704 SPECIAL EVENT EXPENSES -79,704