Calvary Episcopal School: FY2024 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% · $1.4M

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

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII

Catherine Bohot

Head of Scho

$0Pt VII · Sec A

Lisa Chavez

President

$0Pt VII · Sec A

Tadd Grimes

Treasurer

$0Pt VII · Sec A

Callie Johnson

Vice Preside

$0Pt VII · Sec A

Jason Kinney

Board Member

$0Pt VII · Sec A

Jamie McDonald

Board Member

$0Pt VII · Sec A

Linda Speer

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 · $1.4M · in their own filed words · FY2023

01

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

$1.4Mprogram 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 FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$3.5M

Ln 12

Gifts and grantsLn 1h$2.1M

Fees for servicesLn 2g$1.2M

Investment incomeLn 3$78K

Money outPt IX

$1.4M

Ln 25

Programscol B$1.4M

Owns and owesPt X

$4.6M

net assets · Ln 32

Cash and savingsLn 1–2$4.0M

Total assetsLn 16$5.0M

LiabilitiesLn 26$437K

PeoplePt VI, VII

8

listed · VII A

PaidVII A0

Voting boardVI 1a7

IndependentVI 1b7

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$2.1M

Noncash giftsLn 1g$29K

Fees for servicesLn 2g$1.2M

Investment incomeLn 3$78K

Other incomeLn 4–11$56K

Total revenueLn 12$3.5M

Assets in detailPt X, end of year

CashLn 1$1.4M

SavingsLn 2$2.6M

Cash and savings togetherLn 1–2$4.0M

InvestmentsLn 11–13$67K

Land, buildings, equipmentLn 10c$506K

Other assetsLn 15$174K

Total assetsLn 16$5.0M

LiabilitiesLn 26$437K

Net assetsLn 32$4.6M

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 FY24	End FY24
Cash and savingsLn 1–2	$1.9M	$4.0M
InvestmentsLn 11–13	$65K	$67K
Land, buildings, equipmentLn 10c	$53K	$506K
Total assetsLn 16	$3.0M	$5.0M
LiabilitiesLn 26	$519K	$437K
Net assetsLn 32	$2.5M	$4.6M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$923K	$923K
Other employee benefitsLn 9	$32K	$32K
Payroll taxesLn 10	$71K	$71K
Accounting feesLn 11c	$7K	$7K
Advertising and promotionLn 12	$353	$353
Office expensesLn 13	$12K	$12K
Information technologyLn 14	$1K	$1K
OccupancyLn 16	$140K	$140K
Conferences, conventions and meetingsLn 19	$2K	$2K
Depreciation, depletion and amortizationLn 22	$4K	$4K
InsuranceLn 23	$34K	$34K
Other expenses (24a–d)Ln 24	$116K	$116K
All other expensesLn 24e	$40K	$40K
Total functional expensesLn 25	$1.4M	$1.4M	$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 Viewing	$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	$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 FY2024 990 (6 parts)

Part I · Summary $3,483,434 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $634,439$2,147,978

I-9 Program service revenuePrior year $1,005,822$1,200,928

I-10 Investment incomePrior year $5,098$78,203

I-11 Other revenuePrior year $75,720$56,325

I-12 Total revenuePrior year $1,721,079$3,483,434

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $915,286$1,026,254

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $334,975$356,887

I-18 Total expensesPrior year $1,250,261$1,383,141

I-19 Revenue less expensesPrior year $470,818$2,100,293

Part VI · Governance 7 of 7 board members independent, 4 to look at

VI-1a Voting members of the governing body7

VI-1b Independent voting members7

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 $3,483,434 across 8 lines filed

VIII-1f All other contributions, gifts and grants$2,147,978

VIII-1g Noncash contributions (included above)$29,052

VIII-1h Total contributions, gifts and grants$2,147,978

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,200,928$1,200,928

VIII-3 Investment incomeExcluded from tax $78,203$78,203

VIII-8 Net income from fundraising eventsExcluded from tax $53,888$53,888

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,437$2,437

VIII-12 Total revenueRelated to mission $1,203,365 · Excluded from tax $132,091$3,483,434

Part IX · Statement of functional expenses $1,383,141 across 13 lines filed

IX-7 Other salaries and wagesPrograms $923,231$923,231

IX-9 Other employee benefitsPrograms $31,606$31,606

IX-10 Payroll taxesPrograms $71,417$71,417

IX-11c Accounting feesPrograms $7,050$7,050

IX-12 Advertising and promotionPrograms $353$353

IX-13 Office expensesPrograms $12,118$12,118

IX-14 Information technologyPrograms $1,158$1,158

IX-16 OccupancyPrograms $139,678$139,678

IX-19 Conferences, conventions and meetingsPrograms $1,575$1,575

IX-22 Depreciation, depletion and amortizationPrograms $3,912$3,912

IX-23 InsurancePrograms $34,406$34,406

IX-24 Other expenses (24a–d)Programs $116,204$116,204

IX-24e All other expensesPrograms $40,433$40,433

IX-25 Total functional expensesPrograms $1,383,141 · Management $0 · Fundraising $0$1,383,141

Part X · Balance sheet $5,023,128 assets, 15 lines filed

X-1 Cash, non-interest-bearingStart of year $1,780,089$1,355,294

X-2 Savings and temporary cash investmentsStart of year $129,418$2,608,290

X-3 Pledges and grants receivableStart of year $737,552$234,480

X-4 Accounts receivableStart of year $54,459$77,189

X-10c Land, buildings and equipment, netStart of year $53,292$506,481

X-11 Publicly traded securitiesStart of year $64,523$67,391

X-15 Other assetsStart of year $184,181$174,003

X-16 Total assetsStart of year $3,003,514$5,023,128

X-17 Accounts payable and accrued expensesStart of year $79,125$63,440

X-25 Other liabilitiesStart of year $440,133$373,667

X-26 Total liabilitiesStart of year $519,258$437,107

X-27 Net assets without donor restrictionsStart of year $1,084,552$1,476,259

X-28 Net assets with donor restrictionsStart of year $1,399,704$3,109,762

X-32 Total net assets or fund balancesStart of year $2,484,256$4,586,021

X-33 Total liabilities and net assetsStart of year $3,003,514$5,023,128

Part XI · Reconciliation of net assets $4,586,021 net assets at year end

XI-1 Total revenue$3,483,434

XI-2 Total expenses$1,383,141

XI-3 Revenue less expenses$2,100,293

XI-4 Net assets at start of year$2,484,256

XI-5 Net unrealized gains (losses) on investments$1,472

XI-10 Net assets at end of year$4,586,021

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

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Calvary Episcopal School FY2024 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