Totals
- Total revenue
- $34,061,156
- Total expenses
- $35,092,916
- Contributions and grants received
- $4,393,775
- Grants paid
- $3,731,125
- Program service revenue
- $30,005,605
- Investment income
- -$346,502
- Other revenue
- $8,278
- Total assets, end of year
- $133,220,248
- Total liabilities, end of year
- $39,249,107
- Net assets or fund balances, end of year
- $93,971,141
- Program services expenses (Part IX)
- $23,814,981
- Management and general expenses
- $9,225,821
- Fundraising expenses
- $2,052,114
- Program service expenses (Part III)
- $23,814,981
Program services were 67.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$12,385
-
1f · All other contributions, gifts and grants
$4,381,390
-
1g · Noncash contributions included above
$1,344,180
-
2a · Program service revenue: TUITION REVENUE
total $28,650,742 · related or exempt $28,650,742
-
2b · Program service revenue: MISCELLANEOUS PROGRAMS
total $962,984 · related or exempt $962,984
-
2c · Program service revenue: TECHNOLOGY FEES
total $291,800 · related or exempt $291,800
-
2d · Program service revenue: BOOKS & MATERIALS
total $74,504 · related or exempt $74,504
-
2e · Program service revenue: APPLICATION FEES
total $25,575 · related or exempt $25,575
-
3 · Investment income
total $311,474 · unrelated business -$31,555 · excluded $343,029
-
7a · Gross sales of assets other than inventory
securities $5,987,092
-
7b · Less cost or other basis and sales expenses
securities $6,645,068
-
7c · Gain or loss
securities -$657,976
-
7d · Net gain or loss
total -$657,976 · excluded -$657,976
-
8a · Fundraising events: gross income
$48,847
-
8a · Fundraising events: contributions included on line 1c
$12,385
-
8b · Fundraising events: direct expenses
$40,569
-
8c · Net income from fundraising events
total $8,278 · excluded $8,278
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $3,731,125 · program services $3,731,125
-
5 · Compensation of officers, directors and key employees
total $1,916,545 · program services $543,767 · management and general $706,919 · fundraising $665,859
-
7 · Other salaries and wages
total $11,980,241 · program services $7,611,886 · management and general $3,726,742 · fundraising $641,613
-
8 · Pension plan contributions
total $985,256 · program services $525,213 · management and general $460,043
-
9 · Other employee benefits
total $3,615,871 · program services $1,952,784 · management and general $1,511,971 · fundraising $151,116
-
10 · Payroll taxes
total $1,076,625 · program services $543,682 · management and general $487,338 · fundraising $45,605
-
11b · Fees: legal
total $71,168 · management and general $71,168
-
11c · Fees: accounting
total $157,951 · management and general $157,951
-
11f · Fees: investment management
total $162,782 · management and general $162,782
-
11g · Fees: other
total $5,748 · management and general $5,748
-
12 · Advertising and promotion
total $265,798 · management and general $265,798
-
13 · Office expenses
total $124,775 · program services $69,890 · management and general $49,109 · fundraising $5,776
-
14 · Information technology
total $503,243 · program services $460,862 · management and general $38,033 · fundraising $4,348
-
16 · Occupancy
total $576,766 · program services $498,452 · management and general $71,368 · fundraising $6,946
-
17 · Travel
total $2,478 · fundraising $2,478
-
19 · Conferences, conventions and meetings
total $323,387 · program services $306,957 · management and general $9,099 · fundraising $7,331
-
20 · Interest
total $379,943 · management and general $379,943
-
22 · Depreciation, depletion and amortization
total $2,384,995 · program services $2,156,803 · management and general $197,988 · fundraising $30,204
-
23 · Insurance
total $394,423 · program services $356,687 · management and general $32,739 · fundraising $4,997
-
24a · Other expenses: FACILITIES (R&M)
total $1,792,646 · program services $1,604,527 · management and general $165,649 · fundraising $22,470
-
24b · Other expenses: DINING SERVICES
total $1,135,345 · program services $1,040,871 · management and general $84,529 · fundraising $9,945
-
24c · Other expenses: OTHER INSTRUCTIONAL EXP
total $984,454 · program services $955,284 · management and general $16,658 · fundraising $12,512
-
24d · Other expenses: ATHLETIC DEPARTMENT
total $789,199 · program services $788,199 · management and general $1,000
-
24e · All other expenses
total $1,732,152 · program services $667,992 · management and general $623,246 · fundraising $440,914
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,006 · end of year $28,292
-
2 · Savings and temporary cash investments
beginning of year $6,076,180 · end of year $7,355,497
-
3 · Pledges and grants receivable
beginning of year $546,766 · end of year $965,360
-
4 · Accounts receivable
beginning of year $19,943,345 · end of year $20,305,827
-
9 · Prepaid expenses and deferred charges
beginning of year $501,707 · end of year $171,112
-
10a · Land, buildings and equipment: cost or other basis
$81,628,596
-
10b · Land, buildings and equipment: accumulated depreciation
$32,378,869
-
10c · Land, buildings and equipment, net
beginning of year $50,677,301 · end of year $49,249,727
-
11 · Investments: publicly traded securities
beginning of year $48,089,941 · end of year $53,286,648
-
15 · Other assets
beginning of year $1,219,077 · end of year $1,857,785
-
17 · Accounts payable and accrued expenses
beginning of year $237,422 · end of year $484,236
-
19 · Deferred revenue
beginning of year $24,635,263 · end of year $26,363,282
-
21 · Escrow or custodial account liability
beginning of year $24,624 · end of year $27,002
-
23 · Secured mortgages and notes payable
beginning of year $11,153,239 · end of year $10,921,116
-
25 · Other liabilities
beginning of year $1,030,955 · end of year $1,453,471
-
27 · Net assets without donor restrictions
beginning of year $62,357,700 · end of year $63,297,105
-
28 · Net assets with donor restrictions
beginning of year $27,619,120 · end of year $30,674,036
Mission and programs · 2022
Mission
AN EXCEPTIONAL EDUCATION THAT INSPIRES A DEEP LOVE OF LEARNING, A STRONG MORAL COMPASS, THE COMMITMENT TO SERVE, AND THE CONFIDENCE TO LEAD.
-
ACADEMIC PROGRAM - FROM THE BOLD-LETTERED "ENTER TO LEARN, GO FORTH TO SERVE" MOTTO THAT EVERY STUDENT SEES AS THE DAY BEGINS, TO THE RICH LEARNING OPPORTUNITIES IN AND OUT OF THE CLASSROOM, THE ST. LUKE'S COMMUNITY INSPIRES STUDENTS TO REACH BEYOND THEMSELVES AS EMERGING LEADERS IN ACADEMICS, ATHLETICS, SERVICE AND THE ARTS.THE SCHOOL'S DYNAMIC CURRICULUM AND CARING FACULTY CREATE A COMMUNITY WHERE ACADEMIC RIGOR IS BALANCED WITH A THOUGHTFUL SUPPORT THAT HAS THE SUCCESS OF EACH STUDENT IN MIND. TEACHERS ENCOURAGE STUDENTS TO CHALLENGE THEMSELVES THROUGH COLLABORATIVE, EXPERIENCE-BASED LEARNING. FROM THE MIDDLE SCHOOL'S CHALLENGE 20/20, IN WHICH ST. LUKE'S IS PAIRED WITH AN INTERNATIONAL SCHOOL TO TACKLE A GLOBAL ISSUE, TO THE GLOBAL SCHOLARS HONORS DISTINCTION IN THE UPPER SCHOOL, STUDENTS APPLY CRITICAL THINKING, ANALYSIS AND CREATIVE PROBLEM-SOLVING TO REAL-WORLD EXAMPLES.
Expenses $23,814,981 · Grants $3,731,125 · Revenue $30,005,605
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jennifer FosterJENNIFER FOSTER
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Christopher RosowCHRISTOPHER ROSOW
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Robert CioffiROBERT CIOFFI
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Christy HahnCHRISTY HAHN
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Christopher WearingCHRISTOPHER WEARING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
La'Vandra DupreeLA'VANDRA DUPREE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Myles GainesMYLES GAINES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew HobsonANDREW HOBSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael KramerMICHAEL KRAMER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Timothy LewisTIMOTHY LEWIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Farhan MemonFARHAN MEMON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Katherine OwsleyKATHERINE OWSLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Daniel PrattDANIEL PRATT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Richard RileyRICHARD RILEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James RogersJAMES ROGERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Margaret SarkelaMARGARET SARKELA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Karen StamoulisKAREN STAMOULIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jill StuteJILL STUTE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David Dj WolffDAVID DJ WOLFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew GerberANDREW GERBER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael RiccardiMICHAEL RICCARDI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Katherine RothschildKATHERINE ROTHSCHILD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Darlene SeitzDARLENE SEITZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Matthew DrapkinMATTHEW DRAPKIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Pam FeldsteinPAM FELDSTEIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrea LisherANDREA LISHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gretchen WagnerGRETCHEN WAGNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mary H CarterMARY H CARTER
HEAD OF SCHOOL (AS OF 07/22)
- Total calculated
- $406,324
- From this org
- $327,321
- From related orgs
- $0
- Other
- $79,003
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $299,934
- Bonus
- $154
- Other
- $27,233
- Deferred
- $21,250
- Nontaxable benefits
- $57,753
- Filer's total
- $406,324
-
Julia A GabrieleJULIA A GABRIELE
ASSOCIATE HEAD OF SCHOOL & CFO
- Total calculated
- $508,160
- From this org
- $405,739
- From related orgs
- $0
- Other
- $102,421
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $352,316
- Bonus
- $50,307
- Other
- $3,116
- Deferred
- $36,600
- Nontaxable benefits
- $65,821
- Filer's total
- $508,160
-
James FoleyJAMES FOLEY
ASST. HOS FOR LEADERSHIP & INNOVATION
- Total calculated
- $297,179
- From this org
- $211,036
- From related orgs
- $0
- Other
- $86,143
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $207,949
- Bonus
- $307
- Other
- $2,780
- Deferred
- $26,956
- Nontaxable benefits
- $59,187
- Filer's total
- $297,179
-
Jonathan JodkaJONATHAN JODKA
DIRECTOR OF DEVELOPMENT
- Total calculated
- $285,863
- From this org
- $218,763
- From related orgs
- $0
- Other
- $67,100
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,064
- Bonus
- $307
- Other
- $3,392
- Deferred
- $11,579
- Nontaxable benefits
- $55,521
- Filer's total
- $285,863
-
Elizabeth PerryELIZABETH PERRY
HEAD OF UPPER SCHOOL
- Total calculated
- $302,363
- From this org
- $233,265
- From related orgs
- $0
- Other
- $69,098
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $206,478
- Bonus
- $25,307
- Other
- $1,480
- Deferred
- $15,810
- Nontaxable benefits
- $53,288
- Filer's total
- $302,363
-
Nancy TroegerNANCY TROEGER
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $251,216
- From this org
- $175,031
- From related orgs
- $0
- Other
- $76,185
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,611
- Bonus
- $304
- Other
- $3,116
- Deferred
- $9,300
- Nontaxable benefits
- $66,885
- Filer's total
- $251,216
-
Sonia BellSONIA BELL
DIR OF COLLEGE COUNSELING
- Total calculated
- $183,102
- From this org
- $173,068
- From related orgs
- $0
- Other
- $10,034
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,948
- Bonus
- $304
- Other
- $1,816
- Deferred
- $0
- Nontaxable benefits
- $10,034
- Filer's total
- $183,102
-
Amber BerryAMBER BERRY
HEAD OF MIDDLE SCHOOL
- Total calculated
- $175,691
- From this org
- $159,757
- From related orgs
- $0
- Other
- $15,934
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,945
- Bonus
- $304
- Other
- $2,508
- Deferred
- $15,934
- Nontaxable benefits
- $0
- Filer's total
- $175,691
-
Margaret PaulsonMARGARET PAULSON
ASSOCIATE DIRECTOR OF DEVELOPMENT
- Total calculated
- $213,316
- From this org
- $158,904
- From related orgs
- $0
- Other
- $54,412
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,820
- Bonus
- $304
- Other
- $2,780
- Deferred
- $12,802
- Nontaxable benefits
- $41,610
- Filer's total
- $213,316
-
Mark DavisMARK DAVIS
FORMER HEAD OF SCHOOL (UNITL 6/22)
- Total calculated
- $581,054
- From this org
- $459,289
- From related orgs
- $0
- Other
- $121,765
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $361,660
- Bonus
- $0
- Other
- $97,629
- Deferred
- $46,850
- Nontaxable benefits
- $74,915
- Filer's total
- $581,054
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
- 9 · Followed the rebuttable-presumption procedure
Answered no
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
The filer's explanations (Part III)
- PART I, LINE 1A
- HOUSING: THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT.
- PART I, LINES 4A-B
- LINE 4A: MARK DAVIS RECEIVED A SEVERANCE PAYMENT OF $87,500. LINE 4B: THE FORMER HEAD OF SCHOOL PARTICIPATED IN A 457(F) PLAN. HE VESTED IN ACCRUALS MADE INTO HIS 457(F) PLAN MADE ON OR AFTER JULY 1, 2019 ON JUNE 30, 2022, AS HE REMAINED IN THE EMPLOY OF THE SCHOOL THROUGH SUCH VESTING DATE. THERE WERE NO ACCRUALS OF DEFERRED COMPENSATION BETWEEN JULY 1, 2019 AND JUNE 30, 2022.
- PART I, LINE 7
- HOLIDAY APPRECIATION BONUSES WERE PROVIDED TO FULL TIME EMPLOYEES AND SOME PERFORMANCE BASED BONUSES FOR SELECT EMPLOYEES.
- PART I, LINE 8
- THE HEAD OF SCHOOL, MARY H. CARTER, IS IN HER INITIAL EMPLOYMENT CONTRACT WITH ST. LUKE'S SCHOOL EFFECTIVE JULY 1, 2022 THROUGH JUNE 30, 2025.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
182 DEEP VALLEY ROAD LLC
REAL ESTATE INVESTMENT · CT · income $117,000 · assets $1,451,266
Directly controlled by ST LUKE'S FOUNDATION INC
-
RESERVOIR VIEW REAL ESTATE LLC
REAL ESTATE INVESTMENT · CT · income $138,000 · assets $1,361,495
Directly controlled by ST LUKE'S FOUNDATION INC
-
DEEP VALLEY ROAD LLC
REAL ESTATE INVESTMENT · CT · income $116,165 · assets $1,459,774
Directly controlled by ST LUKE'S FOUNDATION INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401369349312210
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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