2024-10-10T16:06:20-05:00 2024-06-30 541342298 KOSITZKA WICKS AND COMPANY 4405 COX ROAD SUITE 200 GLEN ALLEN VA 23060 990 2023-07-01 541869014 ST MICHAEL'S SCHOOL FOUNDATION STMI 8042723514 10510 HOBBY HILL ROAD RICHMOND VA 23235 MIKE JACKSON DIRECTOR OF FINANCE 8042723514 2024-10-09 1 1 JENNIFER S MANSTER CPA P01383338 8048551200 2023 2024-10-15 13:58:12Z MIKE JACKSON 8706 QUAKER LANE RICHMOND VA 23235 120675 0 X N/A X 1997 VA THE PURPOSE OF THE FOUNDATION IS TO RAISE, MANAGE, INVEST AND DISBURSE FUNDS AND MAKE LOANS FOR NON-OPERATIONAL PROJECTS FOR THE SOLE BENEFIT OF ST. MICHAEL'S EPISCOPAL SCHOOL IN RICHMOND, VA, INCLUDING BUILDING AND EQUIPMENT PROJECTS, SPECIAL PROGRAMS AND SCHOLARSHIPS. 12 12 0 0 0 0 0 0 0 0 14171 23600 0 0 14171 23600 0 0 0 0 0 0 0 0 0 6208 6858 6208 6858 7963 16742 445580 497196 0 0 445580 497196 THE PURPOSE OF THE FOUNDATION IS TO RAISE, MANAGE, INVEST AND DISBURSE FUNDS AND MAKE LOANS FOR NON-OPERATIONAL PROJECTS FOR THE SOLE BENEFIT OF ST. MICHAEL'S EPISCOPAL SCHOOL IN RICHMOND, VA, INCLUDING BUILDING AND EQUIPMENT PROJECTS, SPECIAL PROGRAMS AND SCHOLARSHIPS. 0 0 THE FOUNDATION PROVIDED THE USE OF SCHOOL EQUIPMENT FOR ST. MICHAEL'S EPISCOPAL SCHOOL. EQUIPMENT IS FULLY DEPRECIATED. DEPRECIATION EXPENSE ON THIS EQUIPMENT WAS USED IN PRIOR YEARS TO RECORD THE VALUE OF THIS GRANT. 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BOOKKEEPER 8042723514 ST MICHAELS EPISCOPAL SCHOOL RICHMOND VA 23235 BETH MURPHY ROLLINS CHAIRMAN 0.30 2.00 X X 0 0 0 PHILIP STRUNK VICE CHAIRMAN 0.30 2.00 X X 0 0 0 WARD GOOD TREASURER 0.30 2.00 X X 0 0 0 MEGAN MANN SECRETARY 0.30 2.00 X X 0 0 0 ERIN RICHARDSON CARVER DIRECTOR 0.30 2.00 X 0 0 0 LYNN CROWDER GREER DIRECTOR 0.30 2.00 X 0 0 0 VICKI LATHAM-SOLOMAN DIRECTOR 0.30 2.00 X 0 0 0 KELSEY SALLEY DIRECTOR 0.30 2.00 X 0 0 0 JAMES WARREN JR DIRECTOR 0.30 2.00 X 0 0 0 LAURA HAMLIN WEILER DIRECTOR 0.30 2.00 X 0 0 0 RICHARD WINTSCH DIRECTOR 0.30 2.00 X 0 0 0 JEUNEE J GODSEY DIRECTOR 0.30 2.00 X 0 0 0 MICHAEL K JACKSON DIRECTOR OF FINANCE 1.00 50.00 X 0 107097 5086 ROBERT E GREGG III HEAD OF SCHOOL 1.00 40.00 X 0 275814 43765 0 382911 48851 0 0 1 0 0 13849 13849 106826 97075 9751 9751 9751 23600 0 0 23600 6858 6858 6858 0 6858 0 2696 11996 442884 485200 445580 497196 0 0 X 445580 497196 445580 497196 445580 497196 16742 34874 0 X X 0 1 X 1 0 X X X 1 ST MICHAEL'S EPISCOPAL SCHOOL 201384329 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 390435 45406 435841 365041 25394 390435 414040 -48999 365041 351112 62928 414040 332707 18405 351112 0 0 0 X 51616 34874 34874 16742 6858 6858 23600 0 0 0 6858 6858 6858 PART V, LINE 4: THE BOARD DESIGNATED THE ENDOWMENT FUND WITH THE INTENT TO BUILD A PRINCIPAL BASE OF $250,000. ALL FOUNDATION FUNDS, INCLUDING CONTRIBUTIONS AND INVESTMENT EARNINGS, REMAIN IN AN INVESTMENT ACCOUNT MANAGED BY A THIRD-PARTY INVESTMENT FIRM. THE FOUNDATION BOARD HAS THE AUTHORITY TO DETERMINE HOW THESE FUNDS ARE TO BE DISBURSED IN SUPPORT OF THE GENERAL PURPOSE OF ST. MICHAEL'S EPISCOPAL SCHOOL. PART X, LINE 2: THE SCHOOL AND ITS AFFILIATES ARE QUALIFYING NON-PROFIT ORGANIZATIONS AS DEFINED IN 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE SCHOOL HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2021 TO 2024 ARE OPEN TO EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. X 0 0 0 0 0 0 0 0 0 ROBERT E GREGG III HEAD OF SCHOOL 0 246666 0 29148 0 0 0 15031 0 28734 0 319579 0 0 PART I, LINE 3 THE BOARD ANNUALLY REVIEWS THE PERFORMANCE OF THE HEAD OF SCHOOL TO EVALUATE PERFORMANCE AS MEASURED BY MUTUALLY AGREED GOALS SET EACH YEAR. WITH THE HEAD OF SCHOOL PERFORMANCE INFORMATION AND THE SCHOOL'S FINANCIAL DATA, THE BOARD CONSIDERS COMPENSATION DATA FROM SIMILIARLY SITUATED SCHOOLS (BASED UPON SCHOOL SIZE, K-8 STUDENTS, AND TUITION) TO ESTABLISH REASONABLE COMPENSATION FOR THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER OF THE BOARD OF DIRECTORS REVIEWS THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT 8706 QUAKER LANE RICHMOND, VA 23235 ST MICHAEL'S EPISCOPAL SCHOOL INC 10510 HOBBY HILL ROAD RICHMOND VA 23235 201384329 SCHOOL VA 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ST MICHAEL'S EPISCOPAL SCHOOL N <$50,000 ST MICHAEL'S EPISCOPAL SCHOOL O <$50,000