St John Neumann Academy FY2021 filing

Tax-deductible

Blacksburg, VA501(c)(3)EducationEIN 04-3769200Revenue $1.1M in FY2021

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.
92¢ 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

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FY2021 · 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
92%
of spending
Looks good: 92% 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 · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.3 months of spending in cash; 3 or more.
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
$5.1M
90% of total assets
Concern: liabilities are 90% of assets; over 80%.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
+11% vs prior year
Spent
$1.2M
To programs
92%
Net assets
$579K
By yearFY2019–FY2025
Revenue
$1.1M
FY2021▲ +11%
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
$1.2M
FY2021▲ +21%
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
$579K
FY2021▼ -12%
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 FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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

92 cents of each dollar spent went to programs.

Program services 92% · $1.1M Management & general 8% · $92K Fundraising 0% · $2K

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

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

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$68,000Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Chairperson
$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 · $1.1M · in their own filed words · FY2020
01

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

$1.1Mprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$940K
Gifts and grantsLn 1h$156K
Investment incomeLn 3$698
Money outPt IX
$1.2M
Ln 25
Programscol B$1.1M
Managementcol C$92K
Fundraisingcol D$2K
Owns and owesPt X
$579K
net assets · Ln 32
Cash and savingsLn 1–2$425K
Total assetsLn 16$5.7M
LiabilitiesLn 26$5.1M
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$156K
Noncash giftsLn 1g$6K
Fees for servicesLn 2g$940K
Investment incomeLn 3$698
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$105K
SavingsLn 2$320K
Cash and savings togetherLn 1–2$425K
Land, buildings, equipmentLn 10c$4.6M
Other assetsLn 15$70K
Total assetsLn 16$5.7M
LiabilitiesLn 26$5.1M
Net assetsLn 32$579K
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 FY21End FY21
Cash and savingsLn 1–2$311K$425K
Land, buildings, equipmentLn 10c$4.6M$4.6M
Total assetsLn 16$5.4M$5.7M
LiabilitiesLn 26$4.8M$5.1M
Net assetsLn 32$661K$579K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$69K$69K
Other salaries and wagesLn 7$542K$542K
Other employee benefitsLn 9$8K$6K$2K
Payroll taxesLn 10$47K$42K$5K
Advertising and promotionLn 12$2K$2K
OccupancyLn 16$207K$197K$10K
Depreciation, depletion and amortizationLn 22$118K$113K$6K
Other expenses (24a–d)Ln 24$147K$147K
All other expensesLn 24e$38K$36K$79$2K
Total functional expensesLn 25$1.2M$1.1M$92K$2K

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 Viewing $1.1M$1.2M−$82K$579K 990 PDF
FY2020 $986K$976K$10K$661K 990 PDF
FY2019 $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 FY2021 990 (6 parts)
Part I · Summary $1,096,540 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $268,158$155,613
I-9 Program service revenuePrior year $697,798$940,229
I-10 Investment incomePrior year $641$698
I-11 Other revenuePrior year $19,252$0
I-12 Total revenuePrior year $985,849$1,096,540
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $559,470$665,500
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $416,348$513,133
I-18 Total expensesPrior year $975,818$1,178,633
I-19 Revenue less expensesPrior year $10,031−$82,093
Part VI · Governance 6 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members6
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 $1,096,540 across 6 lines filed
Lines not itemized here account for $2,253 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$155,613
VIII-1g Noncash contributions (included above)$6,287
VIII-1h Total contributions, gifts and grants$155,613
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $937,976$937,976
VIII-3 Investment incomeExcluded from tax $698$698
VIII-12 Total revenueRelated to mission $940,229 · Excluded from tax $698$1,096,540
Part IX · Statement of functional expenses $1,178,633 across 9 lines filed
IX-5 Pay of current officers, directors and key staffManagement $68,568$68,568
IX-7 Other salaries and wagesPrograms $541,951$541,951
IX-9 Other employee benefitsPrograms $5,979 · Management $2,040$8,019
IX-10 Payroll taxesPrograms $41,690 · Management $5,272$46,962
IX-12 Advertising and promotionPrograms $2,450$2,450
IX-16 OccupancyPrograms $197,071 · Management $10,372$207,443
IX-22 Depreciation, depletion and amortizationPrograms $112,596 · Management $5,743$118,339
IX-24 Other expenses (24a–d)Programs $146,617$146,617
IX-24e All other expensesPrograms $35,725 · Management $79 · Fundraising $2,480$38,284
IX-25 Total functional expensesPrograms $1,084,079 · Management $92,074 · Fundraising $2,480$1,178,633
Part X · Balance sheet $5,717,336 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $148,217$105,197
X-2 Savings and temporary cash investmentsStart of year $163,007$319,766
X-4 Accounts receivableStart of year $427,778$662,274
X-8 Inventories for sale or useStart of year $115$550
X-10c Land, buildings and equipment, netStart of year $4,642,098$4,559,119
X-15 Other assetsStart of year $37,200$70,430
X-16 Total assetsStart of year $5,418,415$5,717,336
X-17 Accounts payable and accrued expensesStart of year $6,235$10,282
X-19 Deferred revenueStart of year $579,060$939,320
X-25 Other liabilitiesStart of year $36,978$53,685
X-26 Total liabilitiesStart of year $4,757,396$5,138,410
X-27 Net assets without donor restrictionsStart of year $661,019$578,926
X-32 Total net assets or fund balancesStart of year $661,019$578,926
X-33 Total liabilities and net assetsStart of year $5,418,415$5,717,336
Part XI · Reconciliation of net assets $578,926 net assets at year end
XI-1 Total revenue$1,096,540
XI-2 Total expenses$1,178,633
XI-3 Revenue less expenses−$82,093
XI-4 Net assets at start of year$661,019
XI-10 Net assets at end of year$578,926

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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