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Nonprofiteer
← STEWARD SCHOOL FOUNDATION

Form 990 for tax year 2022

Filed by STEWARD SCHOOL FOUNDATION.

Totals

Total revenue
$386,354
Total expenses
$947,124
Contributions and grants received
$232,816
Grants paid
$799,096
Program service revenue
$0
Investment income
$153,538
Other revenue
$0
Total assets, end of year
$25,453,580
Total liabilities, end of year
$761,255
Net assets or fund balances, end of year
$24,692,325
Program services expenses (Part IX)
$799,096
Management and general expenses
$148,028
Fundraising expenses
$0
Program service expenses (Part III)
$799,096

Program services were 84.4% 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.

  • 1f · All other contributions, gifts and grants

    $232,816

  • 1g · Noncash contributions included above

    $19,230

  • 3 · Investment income

    total $245,610 · unrelated business -$30,378 · excluded $275,988

  • 7b · Less cost or other basis and sales expenses

    securities $92,072

  • 7c · Gain or loss

    securities -$92,072

  • 7d · Net gain or loss

    total -$92,072 · unrelated business $121,979 · excluded -$214,051

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $791,096 · program services $791,096

  • 2 · Grants to domestic individuals

    total $8,000 · program services $8,000

  • 11f · Fees: investment management

    total $148,003 · management and general $148,003

  • 24e · All other expenses

    total $25 · management and general $25

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $49,231 · end of year $49,498

  • 2 · Savings and temporary cash investments

    beginning of year $2,417,023 · end of year $536,949

  • 3 · Pledges and grants receivable

    beginning of year $2,021,914 · end of year $1,470,072

  • 12 · Investments: other securities

    beginning of year $22,459,594 · end of year $22,512,061

  • 15 · Other assets

    beginning of year $0 · end of year $885,000

  • 25 · Other liabilities

    beginning of year $2,480,261 · end of year $761,255

  • 27 · Net assets without donor restrictions

    beginning of year $7,297 · end of year $9,931

  • 28 · Net assets with donor restrictions

    beginning of year $24,460,204 · end of year $24,682,394

Mission and programs · 2022

Mission

THE FOUNDATION'S EXEMPT PURPOSE IS TO PROMOTE THE WELFARE AND DEVELOPMENT OF THE STEWARD SCHOOL, A PRIVATE NONPROFIT INSTITUTION THAT PROVIDES EDUCATIONAL INSTRUCTION FOR CHILDREN FROM JR-KINDERGARTEN THROUGH TWELFTH GRADE.

Activities or mission (Part I)

THE STEWARD SCHOOL FOUNDATION PROVIDES FINANCIAL SUPPORT FOR THE STEWARD SCHOOL.

  • THE FOUNDATION MAKES GRANTS TO THE STEWARD SCHOOL TO ENABLE THE SCHOOL TO PROVIDE COMPREHENSIVE EDUCATIONAL PROGRAMS TO 715 STUDENTS IN JUNIOR KINDERGARTEN THROUGH GRADE 12.

    Expenses $710,459 · Grants $710,459

  • THE FOUNDATION MAKES GRANTS TO THE STEWARD SCHOOL TO ENABLE THE SCHOOL TO PROVIDE SCHOLARSHIPS TO THOSE FAMILIES WITH FINANCIAL NEED.

    Expenses $88,637 · Grants $88,637

As filed on the 2022 return.

Listed in Part VII

  • Steve Henderson

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Don Delaney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Larry Eiben

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Larry French

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dan Ludwin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Welly Sanders

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Sherman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mac Stuckey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bill Waddell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Wright

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • G Daniel Frank

    PRESIDENT

    Total calculated
    $364,378
    From this org
    $0
    From related orgs
    $337,953
    Other
    $26,425
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,769 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $19,184 related
    Deferred
    $0 + $17,831 related
    Nontaxable benefits
    $0 + $8,594 related
    Filer's total
    $0 + $364,378 related

  • Margaret Boozer

    ASST. SECRETARY

    Total calculated
    $34,598
    From this org
    $0
    From related orgs
    $30,411
    Other
    $4,187
    Hours/week
    1 + 39 related

  • Lisa Dwelle

    TREASURER

    Total calculated
    $177,723
    From this org
    $0
    From related orgs
    $159,789
    Other
    $17,934
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,228 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $561 related
    Deferred
    $0 + $9,000 related
    Nontaxable benefits
    $0 + $8,934 related
    Filer's total
    $0 + $177,723 related

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
4 April 2024
IRS schema version
2022v5.0
Source object
202410979349301001

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