Whitfield School INC FY2024 filing

Tax-deductible

Saint Louis, MO501(c)(3)Since 1968EIN 43-0911366Revenue $14.4M in FY2024

On file with the IRSwhitfieldschool.org175 S Mason Rd, 63141-8024 · Saint Louis, MOTax-exempt since Aug 1969School — 170(b)(1)(A)(ii)

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Whitfield School cultivates ethical, confident, successful students in a community of innovation, collaboration, and trust.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$904K 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

FY2024 · 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
4 of 5
filings with a surplus
Average surplus $1.3M a year · 9% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$904K
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
4 mo
of spending, in cash
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
14
named funders · $370K
Looks good: 14 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$8.7M
27% of total assets
Looks good: liabilities are 27% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$14.4M
+15% vs prior year
Spent
$13.4M
To programs
86%
Net assets
$23.4M
By yearFY2021–FY2025
Revenue
$14.4M
FY2024▲ +15%
Tap a bar for its year
Revenue by fiscal year
FY2021$12.4M
FY2022$12.3M
FY2023$12.5M
FY2024$14.4M
FY2025$18.5M
Expenses
$13.4M
FY2024▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2021$11.6M
FY2022$11.9M
FY2023$12.8M
FY2024$13.4M
FY2025$14.0M
Net assets
$23.4M
FY2024▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2021$21.3M
FY2022$19.3M
FY2023$21.9M
FY2024$23.4M
FY2025$29.2M

From the FY2024 Form 990 (year ending June 2024) · 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 Aug 1969.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $11.5M Management & general 7% · $975K Fundraising 7% · $957K

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

23 people listed on the 990; $904K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Head of School
$293,296Pt VII · Sec A
$177,991Pt VII · Sec A
Director of Business & Facilities
$117,817Pt VII · Sec A
Director of Athletics
$111,446Pt VII · Sec A
Assistant Director of Business & Facilities
$102,050Pt VII · Sec A
Middle School Director
$101,011Pt VII · Sec A
Chair, Board of Trustees
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
John C Cunningham$289,453$293,296$141,004——
John Delautre——$141,429$237,957$212,620
Ruth Greathouse—$177,991$174,447$169,749$166,513
Emily Klimek——$159,395$154,530$151,624
Robert Kampen$133,962$102,050$102,910——
Kathleen Kelly$132,047————
David Lauer—$117,817$113,616$110,199$106,437
Sara Ringe$116,418————

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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates students to be ethical, confident, and successful through innovation and collaboration.

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Provided by the organization

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2 programs · $11.5M · in their own filed words · FY2023
01

Instruction

Whitfield School is an independent, coeducational, college-preparatory day school for students in grades 6-12. Located on a 25-acre campus in west St. Louis County, Whitfield's demanding academic program coupled with the support of a dedicated, world-class faculty prepares graduates for both the college experience and life beyond.

$10.6Mprogram expense
02

Auxiliary Services

includes a luncheon program for 407 students and approximately 85 faculty and staff; a campus store which provides learning materials, snacks, and spirit wear; and administration of student tutoring, transportation, and housing (for international students only) programs.

$891Kprogram 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
See all 14 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$14.4M
Ln 12
Fees for servicesLn 2g$9.6M
Gifts and grantsLn 1h$2.9M
Investment incomeLn 3$1.1M
Money outPt IX
$13.4M
Ln 25
Programscol B$11.5M
Managementcol C$975K
Fundraisingcol D$957K
Owns and owesPt X
$23.4M
net assets · Ln 32
Cash and savingsLn 1–2$4.7M
Total assetsLn 16$32.1M
LiabilitiesLn 26$8.7M
PeoplePt VI, VII
23
listed · VII A
PaidVII A6
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.9M
Government grantsLn 1e$0
Noncash giftsLn 1g$74K
Fundraising eventsLn 1c$218K
Fees for servicesLn 2g$9.6M
Investment incomeLn 3$1.1M
Other incomeLn 4–11$901K
Gains on assetsLn 7$594K
Total revenueLn 12$14.4M
Assets in detailPt X, end of year
CashLn 1$141K
SavingsLn 2$4.6M
Cash and savings togetherLn 1–2$4.7M
InvestmentsLn 11–13$14.8M
Land, buildings, equipmentLn 10c$9.8M
Other assetsLn 15$758K
Total assetsLn 16$32.1M
LiabilitiesLn 26$8.7M
Net assetsLn 32$23.4M
OperationsPt I, VI
EmployeesI 5148
VolunteersI 6200
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$3.6M$4.7M
InvestmentsLn 11–13$15.5M$14.8M
Land, buildings, equipmentLn 10c$10.5M$9.8M
Total assetsLn 16$30.8M$32.1M
LiabilitiesLn 26$8.9M$8.7M
Net assetsLn 32$21.9M$23.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$404K$72K$261K$72K
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$6.1M$5.5M$278K$382K
Pension plan contributionsLn 8$256K$217K$21K$18K
Other employee benefitsLn 9$432K$366K$36K$30K
Payroll taxesLn 10$478K$405K$39K$33K
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$4K$0$4K$0
Accounting feesLn 11c$75K$0$75K$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$123K$123K
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$349K$331K$0$17K
Office expensesLn 13$834K$570K$62K$202K
Information technologyLn 14$305K$271K$18K$15K
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$1.1M$988K$64K$21K
TravelLn 17$12K$7K$1K$4K
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$55K$55K$0$0
InterestLn 20$150K$138K$9K$3K
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$1.5M$1.4M$93K$31K
InsuranceLn 23$187K$172K$11K$4K
Other expenses (24a–d)Ln 24$938K$935K$1K$1K
All other expensesLn 24e$21K$19K$1K$1K
Total functional expensesLn 25$13.4M$11.5M$975K$957K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $18.5M$14.0M$4.5M$29.2M 990 PDF
FY2024 Viewing $14.4M$13.4M$979K$23.4M 990 PDF
FY2023 $12.5M$12.8M−$244K$21.9M 990 PDF
FY2022 $12.3M$11.9M$416K$19.3M 990 PDF
FY2021 $12.4M$11.6M$826K$21.3M 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 FY2024 990 (6 parts)
Part I · Summary $14,364,683 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,156,161$2,850,922
I-9 Program service revenuePrior year $9,516,052$9,553,115
I-10 Investment incomePrior year $139,524$1,059,891
I-11 Other revenuePrior year $1,715,542$900,755
I-12 Total revenuePrior year $12,527,279$14,364,683
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $7,702,145$7,716,141
I-16a Professional fundraising feesPrior year $0$122,950
I-17 Other expensesPrior year $5,069,221$5,546,633
I-18 Total expensesPrior year $12,771,366$13,385,724
I-19 Revenue less expensesPrior year −$244,087$978,959
Part VI · Governance 19 of 19 board members independent, 1 to look at
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $14,364,683 across 16 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$218,199
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$2,632,723
VIII-1g Noncash contributions (included above)$73,690
VIII-1h Total contributions, gifts and grants$2,850,922
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,553,115 · Unrelated business $0 · Excluded from tax $0$9,553,115
VIII-3 Investment incomeRelated to mission $466,105 · Unrelated business $0 · Excluded from tax $0$466,105
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $593,786 · Unrelated business $0 · Excluded from tax $0$593,786
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $900,755 · Unrelated business $0 · Excluded from tax $0$900,755
VIII-12 Total revenueRelated to mission $11,513,761 · Unrelated business $0 · Excluded from tax $0$14,364,683
Part IX · Statement of functional expenses $13,385,724 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $71,500 · Management $260,588 · Fundraising $71,500$403,588
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $5,486,363 · Management $278,080 · Fundraising $382,263$6,146,706
IX-8 Pension plan contributionsPrograms $217,416 · Management $21,072 · Fundraising $17,751$256,239
IX-9 Other employee benefitsPrograms $366,472 · Management $35,518 · Fundraising $29,920$431,910
IX-10 Payroll taxesPrograms $405,322 · Management $39,284 · Fundraising $33,092$477,698
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $3,531 · Fundraising $0$3,531
IX-11c Accounting feesPrograms $0 · Management $75,460 · Fundraising $0$75,460
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $122,950$122,950
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $331,292 · Management $0 · Fundraising $17,436$348,728
IX-13 Office expensesPrograms $569,627 · Management $61,858 · Fundraising $202,120$833,605
IX-14 Information technologyPrograms $270,909 · Management $18,274 · Fundraising $15,380$304,563
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $988,193 · Management $64,447 · Fundraising $21,482$1,074,122
IX-17 TravelPrograms $7,492 · Management $1,249 · Fundraising $3,746$12,487
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $54,948 · Management $0 · Fundraising $0$54,948
IX-20 InterestPrograms $137,650 · Management $8,977 · Fundraising $2,992$149,619
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $1,420,388 · Management $92,634 · Fundraising $30,878$1,543,900
IX-23 InsurancePrograms $171,805 · Management $11,205 · Fundraising $3,735$186,745
IX-24 Other expenses (24a–d)Programs $935,182 · Management $1,373 · Fundraising $1,156$937,711
IX-24e All other expensesPrograms $18,954 · Management $1,193 · Fundraising $1,067$21,214
IX-25 Total functional expensesPrograms $11,453,513 · Management $974,743 · Fundraising $957,468$13,385,724
Part X · Balance sheet $32,129,507 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $272,398$140,691
X-2 Savings and temporary cash investmentsStart of year $3,370,180$4,593,176
X-3 Pledges and grants receivableStart of year $13,550$1,679,293
X-4 Accounts receivableStart of year $44,539$80,902
X-8 Inventories for sale or useStart of year $33,601$31,312
X-9 Prepaid expenses and deferred chargesStart of year $154,056$255,204
X-10c Land, buildings and equipment, netStart of year $10,540,319$9,828,247
X-11 Publicly traded securitiesStart of year $13,543,008$14,533,112
X-12 Other securitiesStart of year $1,942,376$229,495
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $911,118$758,075
X-16 Total assetsStart of year $30,825,145$32,129,507
X-17 Accounts payable and accrued expensesStart of year $899,072$1,078,651
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $3,504,149$3,326,096
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $1,326,561$1,272,839
X-26 Total liabilitiesStart of year $8,933,515$8,730,323
X-27 Net assets without donor restrictionsStart of year $11,633,006$11,126,194
X-28 Net assets with donor restrictionsStart of year $10,258,624$12,272,990
X-32 Total net assets or fund balancesStart of year $21,891,630$23,399,184
X-33 Total liabilities and net assetsStart of year $30,825,145$32,129,507
Part XI · Reconciliation of net assets $23,399,184 net assets at year end
XI-1 Total revenue$14,364,683
XI-2 Total expenses$13,385,724
XI-3 Revenue less expenses$978,959
XI-4 Net assets at start of year$21,891,630
XI-5 Net unrealized gains (losses) on investments$528,595
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$23,399,184

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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