St John Neumann Academy FY2019 filing

Tax-deductible

Blacksburg, VA501(c)(3)EducationEIN 04-3769200Revenue $839K in FY2019

On file with the IRSstjohnneumannacademy.org3600 Yellow Sulphur Rd, 24060-0103 · Blacksburg, VATax-exempt since Jan 2005School — 170(b)(1)(A)(ii)

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St John Neumann Academy is an accredited, independent catholic school, providing classroom instruction.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$68K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2019 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 7
filings with a surplus
Average surplus $73K a year · 6% of revenue · last 7 filings
Fine: a surplus in 5 of the last 7 filings.
Pt I · Ln 19 · 7 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$68K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $18K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.7M
88% of total assets
Concern: liabilities are 88% of assets; over 80%.
Pt X · Ln 26
Independent board members
5
of 6 voting members
Looks good: 5 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$839K
Spent
$985K
To programs
89%
Net assets
$651K
By yearFY2019–FY2025
Revenue
$839K
FY2019
Tap a bar for its year
Revenue by fiscal year
FY2019$839K
FY2020$986K
FY2021$1.1M
FY2022$1.4M
FY2023$1.6M
FY2024$1.5M
FY2025$1.5M
Expenses
$985K
FY2019
Tap a bar for its year
Expenses by fiscal year
FY2019$985K
FY2020$976K
FY2021$1.2M
FY2022$1.3M
FY2023$1.3M
FY2024$1.3M
FY2025$1.3M
Net assets
$651K
FY2019
Tap a bar for its year
Net assets by fiscal year
FY2019$651K
FY2020$661K
FY2021$579K
FY2022$649K
FY2023$886K
FY2024$1.1M
FY2025$1.3M

From the FY2019 Form 990 (year ending June 2019) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2005.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $877K Management & general 11% · $108K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $68K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2018); the FY2019 filing did not itemize Part VII
$68,000Pt VII · Sec A
Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Julia Wharton’s $77K as Director is at the 17th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Julia Wharton$76,870$76,870$71,682$70,000$68,000$68,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Educates students in an accredited, independent Catholic school setting.

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Provided by the organization

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1 program · $877K · in their own filed words · FY2018
01

ST john neumann academy provides classroom instruction to students between the grades of pre-kindergarten through eigth.

$877Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$18K

By the numbers

The FY2019 990, line by line.

1The main four
Money inPt VIII
$839K
Ln 12
Fees for servicesLn 2g$699K
Gifts and grantsLn 1h$116K
Other incomeLn 4–11$23K
Money outPt IX
$985K
Ln 25
Programscol B$877K
Managementcol C$108K
Owns and owesPt X
$651K
net assets · Ln 32
Cash and savingsLn 1–2$151K
Total assetsLn 16$5.4M
LiabilitiesLn 26$4.7M
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$116K
Fees for servicesLn 2g$699K
Investment incomeLn 3$1K
Other incomeLn 4–11$23K
Total revenueLn 12$839K
Assets in detailPt X, end of year
CashLn 1$67K
SavingsLn 2$84K
Cash and savings togetherLn 1–2$151K
Land, buildings, equipmentLn 10c$4.8M
Other assetsLn 15$103K
Total assetsLn 16$5.4M
LiabilitiesLn 26$4.7M
Net assetsLn 32$651K
OperationsPt I, VI
EmployeesI 542
VolunteersI 621
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY19End FY19
Cash and savingsLn 1–2$274K$151K
Land, buildings, equipmentLn 10c$4.8M$4.8M
Total assetsLn 16$5.5M$5.4M
LiabilitiesLn 26$4.7M$4.7M
Net assetsLn 32$797K$651K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$68K$68K
Other salaries and wagesLn 7$433K$433K
Other employee benefitsLn 9$8K$6K$2K
Payroll taxesLn 10$41K$35K$5K
Other fees for servicesLn 11g$2K$2K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$642$642
Information technologyLn 14$5K$5K
OccupancyLn 16$207K$196K$10K
TravelLn 17$103$103
Depreciation, depletion and amortizationLn 22$115K$109K$6K
Other expenses (24a–d)Ln 24$87K$87K
All other expensesLn 24e$16K$11K$6K
Total functional expensesLn 25$985K$877K$108K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.5M$1.3M$165K$1.3M 990 PDF
FY2024 $1.5M$1.3M$246K$1.1M 990 PDF
FY2023 $1.6M$1.3M$247K$886K 990 PDF
FY2022 $1.4M$1.3M$70K$649K 990 PDF
FY2021 $1.1M$1.2M−$82K$579K 990 PDF
FY2020 $986K$976K$10K$661K 990 PDF
FY2019 Viewing $839K$985K−$146K$651K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2019 990 (6 parts)
Part I · Summary $839,074 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $144,099$116,334
I-9 Program service revenuePrior year $618,638$698,742
I-10 Investment incomePrior year $709$1,014
I-11 Other revenuePrior year $25,551$22,984
I-12 Total revenuePrior year $788,997$839,074
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $535,907$549,212
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $370,575$435,771
I-18 Total expensesPrior year $906,482$984,983
I-19 Revenue less expensesPrior year −$117,485−$145,909
Part VI · Governance 5 of 6 board members independent, 3 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $839,074 across 6 lines filed
Lines not itemized here account for $2,778 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$116,334
VIII-1h Total contributions, gifts and grants$116,334
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $695,964$695,964
VIII-3 Investment incomeExcluded from tax $1,014$1,014
VIII-8 Net income from fundraising events$22,984
VIII-12 Total revenueRelated to mission $698,742 · Excluded from tax $1,014$839,074
Part IX · Statement of functional expenses $984,983 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $68,000$68,000
IX-7 Other salaries and wagesPrograms $432,610$432,610
IX-9 Other employee benefitsPrograms $6,009 · Management $2,040$8,049
IX-10 Payroll taxesPrograms $35,342 · Management $5,211$40,553
IX-11g Other fees for servicesManagement $2,226$2,226
IX-12 Advertising and promotionManagement $3,200$3,200
IX-13 Office expensesManagement $642$642
IX-14 Information technologyManagement $4,844$4,844
IX-16 OccupancyPrograms $196,361 · Management $10,335$206,696
IX-17 TravelManagement $103$103
IX-22 Depreciation, depletion and amortizationPrograms $109,111 · Management $5,743$114,854
IX-24 Other expenses (24a–d)Programs $86,784$86,784
IX-24e All other expensesPrograms $10,543 · Management $5,879$16,422
IX-25 Total functional expensesPrograms $876,760 · Management $108,223 · Fundraising $0$984,983
Part X · Balance sheet $5,391,481 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $135,241$67,059
X-2 Savings and temporary cash investmentsStart of year $138,770$83,728
X-4 Accounts receivableStart of year $318,519$378,450
X-8 Inventories for sale or useStart of year $605$2,079
X-10c Land, buildings and equipment, netStart of year $4,777,077$4,756,951
X-15 Other assetsStart of year $130,000$103,214
X-16 Total assetsStart of year $5,500,212$5,391,481
X-17 Accounts payable and accrued expensesStart of year $5,117$7,862
X-19 Deferred revenueStart of year $518,533$555,925
X-25 Other liabilitiesStart of year $44,542$41,583
X-26 Total liabilitiesStart of year $4,703,315$4,740,493
X-32 Total net assets or fund balancesStart of year $796,897$650,988
X-33 Total liabilities and net assetsStart of year $5,500,212$5,391,481
Part XI · Reconciliation of net assets $650,988 net assets at year end
XI-1 Total revenue$839,074
XI-2 Total expenses$984,983
XI-3 Revenue less expenses−$145,909
XI-4 Net assets at start of year$796,897
XI-10 Net assets at end of year$650,988

Form 990 e-file (XML) FY2019 from the IRS · Classification, formation year and address from the IRS Business Master File

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