2025-10-27T11:12:05-05:00 2025-06-30 541342298 KOSITZKA WICKS AND COMPANY 4405 COX ROAD SUITE 200 GLEN ALLEN VA 23060 990 2024-07-01 201384329 ST MICHAEL'S EPISCOPAL SCHOOL INC STMI 8042723514 10510 HOBBY HILL RD RICHMOND VA 23235 MICHAEL K JACKSON DIRECTOR OF FINANCE 8042723514 2025-10-22 1 1 KRISTEN P BAIETTI CPA P03245768 8048551200 2024 2025-03-06 01:10:19Z MICHAEL K JACKSON 8706 QUAKER LANE RICHMOND VA 23235 7413341 0 X N/A X 2005 VA ST. MICHAEL'S EPISCOPAL SCHOOL NURTURES THE SPIRIT, IGNITES THE MIND, AND CELEBRATES CHILDHOOD IN A COMMUNITY OF LOVE, AFFIRMATION, AND BELONGING THAT FOSTERS EDUCATIONAL EXCELLENCE. 14 14 90 175 0 0 607981 618292 6153432 6586234 95492 130793 -2698 -36889 6854207 7298430 218825 3064610 0 0 4187774 4454960 0 0 133823 2492513 2432954 6899112 9952524 -44905 -2654094 29025607 25982468 7851695 7462650 21173912 18519818 ST. MICHAEL'S EPISCOPAL SCHOOL NURTURES THE SPIRIT, IGNITES THE MIND, AND CELEBRATES CHILDHOOD IN A COMMUNITY OF LOVE, AFFIRMATION, AND BELONGING THAT FOSTERS EDUCATIONAL EXCELLENCE. 0 0 8786639 3064610 6630001 THE SCHOOL WAS ORGANIZED AND IS OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES. IT'S PRINCIPAL PURPOSE IS TO OPERATE ST. MICHAEL'S EPISCOPAL SCHOOL WHICH ENROLLS OVER 380 STUDENTS IN KINDERGARTEN THROUGH EIGHTH GRADE. THE SCHOOL IS ACCREDITED BY THE VIRGINIA AND NATIONAL ASSOCIATIONS OF INDEPENDENT SCHOOLS AND BEGINNING WITH THE 2018-2019 SCHOOL YEAR, COMBINED BOTH THE LOWER AND UPPER SCHOOLS TOGETHER ON THE BEAUTIFUL 70 ACRE SINGLETON CAMPUS. 8786639 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 1 0 0 0 1 50 0 1 90 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 1 0 X BOOKKEEPER 8042723514 10510 HOBBY HILL ROAD RICHMOND VA 23235 ERIN RICHARDSON CARVER DIRECTOR 2.00 0.30 X 0 0 0 JEUNEE J GODSEY DIRECTOR 2.00 0.30 X 0 0 0 LYNN CROWDER GREER DIRECTOR 2.00 0.30 X 0 0 0 SHANNON HARTON DIRECTOR 2.00 0.30 X 0 0 0 JAMES KENNEDY DIRECTOR 2.00 0.30 X 0 0 0 MEGAN MANN DIRECTOR 2.00 0.30 X 0 0 0 MARION PRICE DIRECTOR 2.00 0.30 X 0 0 0 VICKI LATHAM SOLOMON DIRECTOR 2.00 0.30 X 0 0 0 JAMES WARREN JR DIRECTOR 2.00 0.30 X 0 0 0 BRIAN WITTHOEFFT DIRECTOR 2.00 0.30 X 0 0 0 LAURA HAMLIN WEILER SECRETARY 2.00 0.30 X X 0 0 0 WARD GOOD TREASURER 2.00 0.30 X X 0 0 0 KELSEY SALLEY VICE CHAIRMAN 2.00 0.30 X X 0 0 0 BETH MURPHY ROLLINS CHAIRMAN 2.00 0.30 X X 0 0 0 MICHAEL K JACKSON DIRECTOR OF FINANCE 50.00 1.00 X 118885 0 5655 ROBERT E GREG III HEAD OF SCHOOL 40.00 1.00 X 284463 0 43129 403348 0 48784 2 0 1 0 PHYNORRIS CLEANING SERVICE 128 N FOXHILL ROAD RICHMOND VA 23223 CLEANING SERVICE 102960 1 182044 436248 88894 618292 TUITION 611710 6187439 6187439 ENROLLMENT 611710 319653 319653 AUXILIARY INCOME 611710 79142 79142 6586234 130793 130793 34255 182044 114911 -80656 -80656 MISCELLANEOUS INCOME 900099 36154 36154 RENTAL INCOME 532000 7613 7613 43767 7298430 6630001 0 50137 2800000 2800000 264610 264610 475215 356412 95043 23760 3591429 3405205 148979 37245 106371 100966 4325 1080 281945 260828 16894 4223 115205 115205 26860 26860 40741 40741 83280 83280 67757 64369 3388 287035 215277 57407 14351 253848 253848 674839 641097 33742 75066 75066 REPAIRS & MAINTENANCE 149506 142031 7475 ATHLETICS & STUDENT ACT 143698 143698 TEXTBOOKS 120543 120543 AUXILIARY EXPENSES 70144 70144 324432 160718 110550 53164 9952524 8786639 1032062 133823 836931 210099 2276833 2404339 690805 526760 15066 3850 41504 21011 144356 182930 27868251 8191108 20227769 19677143 4792343 2956336 29025607 25982468 309199 269667 370865 302999 7053111 6807471 118520 82513 7851695 7462650 X 19374569 16848126 1799343 1671692 21173912 18519818 29025607 25982468 -2654094 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3382389 3382389 20369169 5276055 15093114 3293120 2318796 974324 756645 596257 160388 66928 66928 19677143 BEQUEST RECEIVABLE 2873823 OPERATING LEASE RIGHT OF USE ASSET 82513 2956336 OPERATING LEASE LIABILITY 82513 82513 X 7033820 -264610 -264610 7298430 0 7298430 6887914 0 6887914 3064610 3064610 9952524 PART X, LINE 2: THE SCHOOL AND ITS AFFILIATES ARE QUALIFYING NON-PROFIT ORGANIZATION 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, 2022 TO 2025 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS -264,610. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 264,610. CONTRIBUTION TO FOUNDATION, ELIMINATED IN CONSOLIDATION 2,800,000. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS NONDISCRIMINATORY POLICY IN THEIR ADMISSION FLYERS, MAGAZINES, ANNUAL REPORTS, AND OTHER PRINT MEDIA. THE POLICY IS ALSO AVAILABLE ON THEIR SCHOOL INTERNET WEBPAGE. AUCTION 216299 182044 34255 114911 216299 182044 34255 114911 114911 -80656 1 ST MICHAEL'S SCHOOL FOUNDATION 10510 HOBBY HILL ROAD RICHMOND VA 23235 541869014 2800000 0 FOR THE FOUNDATION'S ENDOWMENT 1 FINANCIAL AID AND SCHOLARSHIPS 46 264610 PART I, LINE 2: SCHOLARSHIP AWARDS ARE BASED ON NEED AND ARE DETERMINED BY THE SCHOOL'S FINANCIAL AID COMMITTEE. A LETTER INDICATING SUCH AWARD IS SENT TO EACH FAMILY UPON GRANTING OF THE AWARD. X 0 0 0 0 0 0 0 0 0 ROBERT E GREG III HEAD OF SCHOOL 255107 0 29356 0 0 0 11971 0 31158 0 327592 0 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. A ECONOMIC DEVELOPMENT AUTHORITY OF THE CITY OF RICHMOND VIRGINIA 541200391 000000000 2017-10-12 8290059 CONSTRUCT & EQUIP LOWER SCHOOL AND TO PAY OFF PRIOR ISSUE 0 0 0 B ECONOMIC DEVELOPMENT AUTHORITY OF THE CITY OF RICHMOND VIRGINIA 541200391 000000000 2018-09-24 8290059 TO REFUND PRIOR ISSUE 10/12/2017 0 0 0 A 8290059 2500 5897500 2390059 2018 1 0 1 1 B 8290059 8290059 2018 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 ROBERT E GREGG III HEAD OF SCHOOL X 100000 21011 0 1 1 21011 LAURA HAMLIN WEILER BOARD MEMBER 22668 TUITION REMISSION JAMES WARREN JR BOARD MEMBER 9000 TUITION REMISSION X AUCTION DONATIONS 170 86694 AUCTION PROCEEDS 0 0 0 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 EACH DIRECTOR SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 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 COMPARISON DATA FROM SIMILARLY 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 C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT 8706 QUAKER LANE RICHMOND, VA 23235 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THEIR AUDIT OVERSIGHT PROCESS DURING THE YEAR. ST MICHAEL'S EPISCOPAL STATE STREET LLC 10510 HOBBY HILL ROAD RICHMOND VA 23235 205038516 GIFTED REAL ESTATE VA ST MICHAEL'S EPISCOPAL SCHOOL ST MICHAEL'S PARENTS ASSOCIATION 10510 HOBBY HILL ROAD RICHMOND VA 23235 SPONSOR SCHOOL ACTIVITIES AND RAISE FUNDS FOR THE BENEFIT OF THE SCHOOL VA 79142 2682 ST MICHAEL'S EPISCOPAL SCHOOL ST MICHAEL'S SCHOOL FOUNDATION 10510 HOBBY HILL ROAD RICHMOND VA 23235 541869014 SUPPORT ST. MICHAEL'S EPISCOPAL SCHOOL, INC. VA 501(C)(3) LINE 12A, I ST MICHAEL'S EPISCOPAL 0 0 1 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 ST MICHAEL'S EPISCOPAL SCHOOL B 2800000 CASH