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Nonprofiteer
← STEWARD SCHOOL CORPORATION

Form 990 for tax year 2023

Filed by STEWARD SCHOOL CORPORATION.

Totals

Total revenue
$24,436,565
Total expenses
$25,363,353
Contributions and grants received
$783,883
Grants paid
$3,107,023
Program services expenses (Part IX)
$20,462,960
Management and general expenses
$4,317,559
Fundraising expenses
$582,834
Program service expenses (Part III)
$20,462,960

Program services were 80.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • G DANIEL FRANK

    PRESIDENT

    Total calculated
    $377,764
    From this org
    $335,973
    From related orgs
    $0
    Other
    $41,791
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $297,388
    Bonus
    $25,000
    Other
    $13,585
    Deferred
    $18,750
    Nontaxable benefits
    $23,041
    Filer's total
    $377,764

  • JASON HERZOG

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • LISA LANDRY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • TARSHA ADKINS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • TAYLOR BREWER

    ASSISTANT SECRETARY

    Total calculated
    $25,414
    From this org
    $21,477
    From related orgs
    $0
    Other
    $3,937
    Hours/week
    39 + 1 related

  • GREGORY TREPP

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • CAROLYN BRANDT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER CAMPBELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TANYA CUMMINGS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JANE DUFRANE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID FRATKIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA JEFFERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KRISTA JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIE KERR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHELE MCKINNON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RAM NATARAJAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KAROL OLEXY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FAISAL QURESHI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EDMUND RHOADS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GENEVIEVE ROBERTS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUSAN TWINING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LISA DWELLE

    ASSOC. HEAD OF SCHOOL

    Total calculated
    $188,023
    From this org
    $165,457
    From related orgs
    $0
    Other
    $22,566
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $153,902
    Bonus
    $11,000
    Other
    $555
    Deferred
    $9,450
    Nontaxable benefits
    $13,116
    Filer's total
    $188,023

  • SUSAN ATKINSON

    DIRECTOR OF MIDDLE SCHOOL

    Total calculated
    $154,295
    From this org
    $133,957
    From related orgs
    $0
    Other
    $20,338
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $132,913
    Bonus
    $0
    Other
    $1,044
    Deferred
    $8,140
    Nontaxable benefits
    $12,198
    Filer's total
    $154,295

  • JENNI BOOKER BAKER

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $161,630
    From this org
    $131,491
    From related orgs
    $0
    Other
    $30,139
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,343
    Bonus
    $0
    Other
    $148
    Deferred
    $7,917
    Nontaxable benefits
    $22,222
    Filer's total
    $161,630

  • REBECCA GROVES

    DIRECTOR OF LOWER SCHOOL

    Total calculated
    $155,839
    From this org
    $112,858
    From related orgs
    $0
    Other
    $42,981
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $112,147
    Bonus
    $0
    Other
    $711
    Deferred
    $5,184
    Nontaxable benefits
    $37,797
    Filer's total
    $155,839

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 — 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 · Discretionary spending account
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
DISCRETIONARY SPENDING ACCOUNT - THE HEAD OF SCHOOL HAS ACCESS TO FUNDS FOR USE WITH VIP LUNCHES, STAFF GIFTS, STUDENT EVENTS, AND OFFICE ITEMS. HEALTH CLUB/PERSONAL SERVICES - THE SCHOOL PAYS FOR A HEALTH CONCIERGE SERVICE FOR THE HEAD OF SCHOOL. THIS IS PART OF HIS OVERALL COMPENSATION PACKAGE AND IS TREATED AS A TAXABLE BENEFIT.
PART I, LINE 7
BONUSES WERE AWARDED BASED ON PERFORMANCE.

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
2023
Filed
31 January 2025
IRS schema version
2023v6.0
Source object
202520379349300022

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