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Nonprofiteer
← WINSTON SCHOOL SAN ANTONIO

Form 990 for tax year 2022

Filed by WINSTON SCHOOL SAN ANTONIO.

What the amendment changed

Compared with the return it replaced , filed 8 May 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$328,460 changed to $5,710,088
Total expenses
$376,090 changed to $6,330,906
Contributions and grants received
$45,908 changed to $1,697,422
Grants paid
$0 changed to $371,405
Program service revenue
$255,067 changed to $3,947,635
Investment income
$27,468 changed to $108,940
Other revenue
$17 changed to -$43,909
Total assets, end of year
$16,980,410 changed to $17,122,568
Total liabilities, end of year
$695,695 changed to $1,078,138
Net assets or fund balances, end of year
$16,284,715 changed to $16,044,430
Program services expenses
$251,422 changed to $4,631,397
Management and general expenses
$114,903 changed to $1,540,122
Fundraising expenses
$9,765 changed to $159,387
Program service expenses (Part III)
$251,422 changed to $4,631,397

Listed only on the earlier return

  • Amy Perry
  • Arnold Espe
  • Julie Carbajal EdD
  • Julie Truss
  • Katherine Korbell Brown
  • Marissa L Ybaro
  • Nancy Rivers Dunson
  • Patrick Perron CPA
  • Tracy Egan-Calloway

Listed only on the later return

  • Arne Espe
  • Julie Carbajal
  • Marissa Ybarbo
  • Michael Calloway
  • Nancy Dunson
  • Pam Worsham
  • Patrick Perron
  • Tracy Calloway

Listed under a different title

  • Margie Warren: TRUSTEE then VICE-CHAIR
  • Peri-Anne Chobot: CEO/HEAD OF SCHOOL INTERIM then INTERIM HEAD OF SCHOOL
  • William Carrington: CHAIR then TRUSTEE

Totals

Total revenue
$5,710,088
Total expenses
$6,330,906
Contributions and grants received
$1,697,422
Grants paid
$371,405
Program service revenue
$3,947,635
Investment income
$108,940
Other revenue
-$43,909
Total assets, end of year
$17,122,568
Total liabilities, end of year
$1,078,138
Net assets or fund balances, end of year
$16,044,430
Program services expenses (Part IX)
$4,631,397
Management and general expenses
$1,540,122
Fundraising expenses
$159,387
Program service expenses (Part III)
$4,631,397

Program services were 73.2% 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

    $94,770

  • 1e · Government grants (contributions)

    $1,162,902

  • 1f · All other contributions, gifts and grants

    $439,750

  • 1g · Noncash contributions included above

    $787

  • 2a · Program service revenue: TUITION AND FEES

    total $3,947,635 · related or exempt $3,947,635

  • 3 · Investment income

    total $108,940 · excluded $108,940

  • 8a · Fundraising events: gross income

    $100,298

  • 8a · Fundraising events: contributions included on line 1c

    $94,770

  • 8b · Fundraising events: direct expenses

    $169,273

  • 8c · Net income from fundraising events

    total -$68,975 · excluded -$68,975

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $25,066 · excluded $25,066

  • 11e · Other revenue, total

    $25,066

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $371,405 · program services $371,405

  • 5 · Compensation of officers, directors and key employees

    total $491,661 · program services $322,939 · management and general $151,202 · fundraising $17,520

  • 7 · Other salaries and wages

    total $2,880,389 · program services $1,891,937 · management and general $885,812 · fundraising $102,640

  • 9 · Other employee benefits

    total $407,708 · program services $292,224 · management and general $110,294 · fundraising $5,190

  • 10 · Payroll taxes

    total $244,657 · program services $163,792 · management and general $70,980 · fundraising $9,885

  • 11b · Fees: legal

    total $1,098 · management and general $1,098

  • 11c · Fees: accounting

    total $27,240 · program services $2,724 · management and general $24,516

  • 11g · Fees: other

    total $184,304 · program services $176,804 · fundraising $7,500

  • 12 · Advertising and promotion

    total $6,618 · program services $5,000 · management and general $1,000 · fundraising $618

  • 13 · Office expenses

    total $244,617 · program services $108,745 · management and general $125,708 · fundraising $10,164

  • 16 · Occupancy

    total $118,515 · program services $104,294 · management and general $11,851 · fundraising $2,370

  • 17 · Travel

    total $29,517 · program services $10,517 · management and general $15,500 · fundraising $3,500

  • 19 · Conferences, conventions and meetings

    total $134,987 · program services $98,000 · management and general $36,987

  • 20 · Interest

    total $514 · management and general $514

  • 22 · Depreciation, depletion and amortization

    total $469,049 · program services $422,145 · management and general $46,904

  • 23 · Insurance

    total $93,305 · program services $83,975 · management and general $9,330

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $264,265 · program services $237,839 · management and general $26,426

  • 24b · Other expenses: CURRICULUM MATERIALS

    total $204,869 · program services $204,869

  • 24c · Other expenses: STUDENT ACTIVITIES

    total $105,615 · program services $105,615

  • 24d · Other expenses: BAD DEBT

    total $50,573 · program services $28,573 · management and general $22,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $325,954 · end of year $560,510

  • 3 · Pledges and grants receivable

    beginning of year $301,533

  • 4 · Accounts receivable

    beginning of year $40,661 · end of year $48,762

  • 9 · Prepaid expenses and deferred charges

    beginning of year $125,223 · end of year $85,862

  • 10a · Land, buildings and equipment: cost or other basis

    $14,696,315

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,906,419

  • 10c · Land, buildings and equipment, net

    beginning of year $10,945,455 · end of year $10,789,896

  • 11 · Investments: publicly traded securities

    beginning of year $5,216,136 · end of year $5,084,984

  • 15 · Other assets

    beginning of year $25,448 · end of year $552,554

  • 17 · Accounts payable and accrued expenses

    beginning of year $427,070 · end of year $102,739

  • 19 · Deferred revenue

    beginning of year $196,512 · end of year $949,620

  • 25 · Other liabilities

    beginning of year $72,113 · end of year $25,779

  • 27 · Net assets without donor restrictions

    beginning of year $15,149,198 · end of year $15,738,482

  • 28 · Net assets with donor restrictions

    beginning of year $1,135,517 · end of year $305,948

Mission and programs · 2022

Mission

THE WINSTON SCHOOL SAN ANTONIO PROVIDES A PERSONALIZED COLLEGE PREPARATORY EDUCATION TO STUDENTS WITH HIGH POTENTIAL AND IDENTIFIED LEARNING DIFFERENCES FOR GRADES K-12. A WINSTON SCHOOL GRADUATE IS CONFIDENT, WELL-ROUNDED, AND A LONG-LIFE SELF ADVOCATE.

Activities or mission (Part I)

PROVIDE EDUCATION FOR STUDENTS IN GRADES K-12 DIAGNOSED WITH LEARNING DIFFERENCES.

  • THE WINSTON SCHOOL SAN ANTONIO ORGANIZES AND MAINTAINS AN EDUCATIONAL PROGRAM AND CURRICULUM FOR STUDENTS, GRADES K-12, WHO HAVE BEEN DIAGNOSED WITH SPECIFIC LEARNING NEEDS. THE SCHOOL SERVED AN AVERAGE OF 180 STUDENTS FOR THIS PAST SCHOOL YEAR.

    Expenses $4,631,397 · Grants $371,405 · Revenue $3,947,635

As filed on the 2022 return.

Listed in Part VII

  • Michael Calloway

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tracy Calloway

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William Carrington

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nancy Dunson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Arne Espe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Julie Carbajal

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Margie Warren

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Brett Morgan

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Patrick Perron

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Peri-Anne Chobot

    INTERIM HEAD OF SCHOOL

    Total calculated
    $282,220
    From this org
    $265,776
    From related orgs
    $0
    Other
    $16,444
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,776
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,444
    Filer's total
    $282,220

  • Pam Worsham

    DIRECTOR OF FINANCE [THRU 7/1/22]

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Marissa Ybarbo

    DIRECTOR OF FINANCE

    Total calculated
    $87,292
    From this org
    $82,973
    From related orgs
    $0
    Other
    $4,319
    Hours/week
    40

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

No itemized grants to organizations 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
22 February 2024
IRS schema version
2022v5.0
Source object
202430579349301163

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