Calvary Episcopal School: FY2020 Nonprofit Profile & Form 990 (EIN 48-1290763)

Revenue by fiscal year
FY2020	$1.2M
FY2021	$1.2M
FY2022	$2.2M
FY2023	$1.7M
FY2024	$3.5M
FY2025	$7.2M

Expenses by fiscal year
FY2020	$1.2M
FY2021	$1.0M
FY2022	$1.1M
FY2023	$1.3M
FY2024	$1.4M
FY2025	$1.7M

Net assets by fiscal year
FY2020	$704K
FY2021	$875K
FY2022	$2.0M
FY2023	$2.5M
FY2024	$4.6M
FY2025	$10.2M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1940.

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

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $1.2M

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

Catherine Bohot

Head of Scho

$0Pt VII · Sec A

Lisa Chavez

President

$0Pt VII · Sec A

Justin Fohn

Vice Preside

$0Pt VII · Sec A

Clay Kibby

Board Member

$0Pt VII · Sec A

Chase McDonald

Board Member

$0Pt VII · Sec A

Lindsey Randall

Board Member

$0Pt VII · Sec A

Erika Rankin

Board Member

$0Pt VII · Sec A

Rev Matt Stone

Chairman

$0Pt VII · Sec A

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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 15aNo

Programs and updates

Educates preschool through primary students academically and spiritually.

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Provided by the organization

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1 program · $1.2M · in their own filed words · FY2019

01

To provdie an academic and spiritual environment that builds the minds and faith of the preschool, kindergarten, and primary school grade levels.

$1.2Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid

Grants received · FY2024

Vanguard Charitable Endowment ProgramFY2024$11K

Total grants receivedfrom 1 funder$11K

Grants paid · 2 grants · $220K · 2024–2024

Unitemized GrantFY2024$199,915

Unitemized GrantFY2024$19,900

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.2M

Ln 12

Fees for servicesLn 2g$975K

Gifts and grantsLn 1h$191K

Investment incomeLn 3$5K

Money outPt IX

$1.2M

Ln 25

Programscol B$1.2M

Owns and owesPt X

$704K

net assets · Ln 32

Cash and savingsLn 1–2$757K

Total assetsLn 16$926K

LiabilitiesLn 26$222K

PeoplePt VI, VII

11

listed · VII A

PaidVII A0

Voting boardVI 1a9

IndependentVI 1b9

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$191K

Fundraising eventsLn 1c$17K

Fees for servicesLn 2g$975K

Investment incomeLn 3$5K

Other incomeLn 4–11$3K

Total revenueLn 12$1.2M

Assets in detailPt X, end of year

CashLn 1$476K

SavingsLn 2$281K

Cash and savings togetherLn 1–2$757K

InvestmentsLn 11–13$60K

Land, buildings, equipmentLn 10c$57K

Total assetsLn 16$926K

LiabilitiesLn 26$222K

Net assetsLn 32$704K

OperationsPt I, VI

EmployeesI 552

VolunteersI 610

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$754K	$757K
InvestmentsLn 11–13	$59K	$60K
Land, buildings, equipmentLn 10c	$90K	$57K
Total assetsLn 16	$952K	$926K
LiabilitiesLn 26	$243K	$222K
Net assetsLn 32	$709K	$704K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$764K	$764K
Payroll taxesLn 10	$68K	$68K
Accounting feesLn 11c	$4K	$4K
Advertising and promotionLn 12	$178	$178
Office expensesLn 13	$11K	$11K
Information technologyLn 14	$2K	$2K
OccupancyLn 16	$128K	$128K
Conferences, conventions and meetingsLn 19	$1K	$1K
Depreciation, depletion and amortizationLn 22	$31K	$31K
InsuranceLn 23	$22K	$22K
Other expenses (24a–d)Ln 24	$125K	$125K
All other expensesLn 24e	$23K	$23K
Total functional expensesLn 25	$1.2M	$1.2M	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$7.2M	$1.7M	$5.5M	$10.2M	990 PDF
FY2024	$3.5M	$1.4M	$2.1M	$4.6M	990 PDF
FY2023	$1.7M	$1.3M	$471K	$2.5M	990 PDF
FY2022	$2.2M	$1.1M	$1.1M	$2.0M	990 PDF
FY2021	$1.2M	$1.0M	$168K	$875K	990 PDF
FY2020 Viewing	$1.2M	$1.2M	−$6K	$704K	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 FY2020 990 (6 parts)

Part I · Summary $1,173,390 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $236,228$191,294

I-9 Program service revenuePrior year $862,473$974,568

I-10 Investment incomePrior year $2,969$4,766

I-11 Other revenuePrior year $51,259$2,762

I-12 Total revenuePrior year $1,152,929$1,173,390

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $768,898$832,397

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $293,190$347,239

I-18 Total expensesPrior year $1,062,088$1,179,636

I-19 Revenue less expensesPrior year $90,841−$6,246

Part VI · Governance 9 of 9 board members independent, 4 to look at

VI-1a Voting members of the governing body9

VI-1b Independent voting members9

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $1,173,390 across 8 lines filed

VIII-1c Fundraising events$17,071

VIII-1f All other contributions, gifts and grants$174,223

VIII-1h Total contributions, gifts and grants$191,294

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $974,568$974,568

VIII-3 Investment incomeExcluded from tax $4,766$4,766

VIII-8 Net income from fundraising eventsExcluded from tax $2,476$2,476

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $286$286

VIII-12 Total revenueRelated to mission $974,854 · Excluded from tax $7,242$1,173,390

Part IX · Statement of functional expenses $1,179,636 across 12 lines filed

IX-7 Other salaries and wagesPrograms $764,482$764,482

IX-10 Payroll taxesPrograms $67,915$67,915

IX-11c Accounting feesPrograms $4,500$4,500

IX-12 Advertising and promotionPrograms $178$178

IX-13 Office expensesPrograms $11,107$11,107

IX-14 Information technologyPrograms $2,229$2,229

IX-16 OccupancyPrograms $127,918$127,918

IX-19 Conferences, conventions and meetingsPrograms $1,078$1,078

IX-22 Depreciation, depletion and amortizationPrograms $31,085$31,085

IX-23 InsurancePrograms $21,784$21,784

IX-24 Other expenses (24a–d)Programs $124,678$124,678

IX-24e All other expensesPrograms $22,682$22,682

IX-25 Total functional expensesPrograms $1,179,636 · Management $0 · Fundraising $0$1,179,636

Part X · Balance sheet $926,061 assets, 12 lines filed

X-1 Cash, non-interest-bearingStart of year $577,785$476,349

X-2 Savings and temporary cash investmentsStart of year $176,434$280,856

X-4 Accounts receivableStart of year $49,265$50,967

X-10c Land, buildings and equipment, netStart of year $89,506$57,391

X-11 Publicly traded securitiesStart of year $59,452$60,498

X-16 Total assetsStart of year $952,442$926,061

X-17 Accounts payable and accrued expensesStart of year $24,495$48,690

X-25 Other liabilitiesStart of year $218,520$173,144

X-26 Total liabilitiesStart of year $243,015$221,834

X-27 Net assets without donor restrictionsStart of year $659,427$704,227

X-32 Total net assets or fund balancesStart of year $709,427$704,227

X-33 Total liabilities and net assetsStart of year $952,442$926,061

Part XI · Reconciliation of net assets $704,227 net assets at year end

XI-1 Total revenue$1,173,390

XI-2 Total expenses$1,179,636

XI-3 Revenue less expenses−$6,246

XI-4 Net assets at start of year$709,427

XI-5 Net unrealized gains (losses) on investments$1,046

XI-10 Net assets at end of year$704,227

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Calvary Episcopal School FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Calvary Episcopal School

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV