St Annes-Belfield Inc
- Assets
- $134.9m
- Revenue
- $39.9m
- Investments
- $66.9m
- Employees
- 348
- Location
- Charlottesville, VA
- Founding
- 04/1972
- Data as of
- 06/2022
- EIN
- 54-0880465
Organization Overview
St Annes-Belfield Inc is located in Charlottesville, VA. The organization was established in 1972. According to its NTEE Classification (B20) the organization is classified as: Elementary & Secondary Schools, under the broad grouping of Education and related organizations. As of 06/2022, St Annes-Belfield Inc employed 348 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. St Annes-Belfield Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, St Annes-Belfield Inc generated $39.9m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.3% each year. All expenses for the organization totaled $34.5m during the year ending 06/2022. While expenses have increased by 2.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
OUR MISSION AS AN INDEPENDENT SCHOOL IS TO FEED EACH CHILD'S INNATECURIOSITY THROUGH EXCEPTIONAL INNOVATIVE TEACHING AND LEARNING IN ANINTENTIONAL PRESCHOOL THROUGH GRADE 12 COMMUNITY IN WHICH CLOSERELATIONSHIPS PROVIDE A FOUNDATION FOR ACHIEVEMENT AND WHERE EVERYCHILD IS WELL KNOWN.
Describe the Organization's Program Activity:
ST. ANNE'S-BELFIELD SCHOOL IS AN INDEPENDENT SCHOOL THAT EDUCATED APPROXIMATELY 915 STUDENTS, AGE 2 THROUGH GRADE 12, BOTH DAY AND BOARDING. THE CURRICULUM IS DESIGNED TO PREPARE THE NEXT GENERATION OF EXEMPLARY CITIZENS AND VISIONARY LEADERS THROUGH ACADEMIC EXCELLENCE, STUDENT-LED LEARNING, COMMUNITY-BUILDING OPPORTUNITIES, BROAD CO-CURRICULAR OPTIONS IN ATHLETICS, ARTS, CODING AND COMPUTER SCIENCE, LEADERSHIP DEVELOPMENT AND SERVICE. DAY AND BOARDING STUDENTS REPRESENTED 51 ZIP CODES AND 14 COUNTRIES WHO LEARN ABOUT AND FROM EACH OTHER, CONTRIBUTING TO A GLOBAL EDUCATION AND CREATING AN EXPECTATION OF BELONGING BASED ON SHARED HUMAN DIGNITY.
FINANCIAL ASSISTANCE IN THE FORM OF TUITION REDUCTIONS IS PROVIDED TO 298 STUDENTS, APPROXIMATELY 32% OF THE STUDENT BODY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kari Couling Vice Chair | OfficerTrustee | 8 | $0 |
Changdong He Trustee | Trustee | 4 | $0 |
Ashley Gundersen Trustee | Trustee | 4 | $0 |
Ian Solomon Trustee | Trustee | 4 | $0 |
Nicole Robinson Trustee | Trustee | 4 | $0 |
Merrill Woodriff Trustee | Trustee | 4 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Spider Management Company Investment Management | 6/29/22 | $437,261 |
Millenium Security And Transportation Security And Transportation | 6/29/22 | $123,375 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $132,716 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $5,782,247 |
| Noncash contributions included in lines 1a–1f | $1,173,457 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,914,963 |
| Total Program Service Revenue | $27,792,542 |
| Investment income | $605,622 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $69,766 |
| Net Gain/Loss on Asset Sales | $5,907,864 |
| Net Income from Fundraising Events | -$54,076 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | -$354,369 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $39,931,444 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $6,564,021 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $652,172 |
| Compensation of current officers, directors, key employees. | $326,086 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $12,393,372 |
| Pension plan accruals and contributions | $631,669 |
| Other employee benefits | $2,286,026 |
| Payroll taxes | $1,000,208 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $483,552 |
| Fees for services: Other | $2,169,309 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $273,625 |
| Royalties | $0 |
| Occupancy | $714,499 |
| Travel | $44,840 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $1,300,459 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $2,363,439 |
| Insurance | $223,073 |
| All other expenses | $1,645,440 |
| Total functional expenses | $34,548,772 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $13,653,229 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $1,561,937 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $1,570 |
| Inventories for sale or use | $54,206 |
| Prepaid expenses and deferred charges | $141,668 |
| Net Land, buildings, and equipment | $52,253,799 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $66,851,072 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $402,696 |
| Total assets | $134,920,177 |
| Accounts payable and accrued expenses | $1,382,830 |
| Grants payable | $0 |
| Deferred revenue | $13,103,954 |
| Tax-exempt bond liabilities | $32,608,571 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $2,131,310 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $1,386,114 |
| Total liabilities | $50,612,779 |
| Net assets without donor restrictions | $65,209,224 |
| Net assets with donor restrictions | $19,098,174 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $134,920,177 |