Saint Andrew School FY2020 filing

Tax-deductible

Helena, MT501(c)(3)EducationEIN 81-0506955Revenue $1.1M in FY2020

On file with the IRSstandrewschool.org1900 Flowerree St, 59601-5954 · Helena, MTTax-exempt since Oct 1996School — 170(b)(1)(A)(ii)

This page gets seen. Tell your story. Claim this org.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$60K paid to officers and key staff.
Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $46K a year · 3% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 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
$60K
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
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$148K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 10 voting members
Looks good: 8 of 10 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
Spent
$964K
To programs
92%
Net assets
$1.1M
By yearFY2020–FY2023
Revenue
$1.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.1M
FY2021$1.2M
FY2022$1.5M
FY2023$1.7M
Expenses
$964K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$964K
FY2021$1.2M
FY2022$1.4M
FY2023$1.7M
Net assets
$1.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.1M
FY2021$1.4M
FY2022$1.4M
FY2023$1.3M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Oct 1996.

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% · $891K Management & general 7% · $72K Fundraising 0% · $485

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

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

12 people listed on the 990; $60K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Outgoing Principal
$50,565Pt VII · Sec A
Director/Faculty
$9,050Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Vice Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Donna Smillie’s $51K as Outgoing Principal is at the 7th percentile of top reported officer pay among 3395 $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.

See Saint Andrew School executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

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 15aNo

Programs and updates

Saint Andrew School is an education nonprofit based in Helena, MT.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $891K · in their own filed words · FY2019
01

ST. Andrew school is committed to classical learning as a teaching pedagogy and an educational philosophy, and teaches from the perspective of catholic christianity. ST. Andrew school focuses on the academic, moral and spiritual aspects of the students.

$891Kprogram 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
Total grants receivedfrom 1 funder$2K
Grants paid · 4 grants · $437K · 2019–2022
Unitemized GrantFY2022$125,666
Unitemized GrantFY2021$98,940
Unitemized GrantFY2020$111,014
Unitemized GrantFY2019$101,639

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$717K
Gifts and grantsLn 1h$242K
Other incomeLn 4–11$100K
Money outPt IX
$964K
Ln 25
Programscol B$891K
Managementcol C$72K
Fundraisingcol D$485
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$346K
Total assetsLn 16$1.3M
LiabilitiesLn 26$148K
PeoplePt VI, VII
12
listed · VII A
PaidVII A2
Voting boardVI 1a10
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$242K
Government grantsLn 1e$136K
Fundraising eventsLn 1c$28K
Fees for servicesLn 2g$717K
Investment incomeLn 3$1K
Other incomeLn 4–11$100K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$102K
SavingsLn 2$243K
Cash and savings togetherLn 1–2$346K
InvestmentsLn 11–13$490K
Land, buildings, equipmentLn 10c$436K
Total assetsLn 16$1.3M
LiabilitiesLn 26$148K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 525
VolunteersI 6192
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 FY20End FY20
Cash and savingsLn 1–2$254K$346K
InvestmentsLn 11–13$516K$490K
Land, buildings, equipmentLn 10c$455K$436K
Total assetsLn 16$1.3M$1.3M
LiabilitiesLn 26$189K$148K
Net assetsLn 32$1.1M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$102K$102K
Pay of current officers, directors and key staffLn 5$44K$44K
Other salaries and wagesLn 7$506K$475K$31K
Other employee benefitsLn 9$75K$71K$5K
Payroll taxesLn 10$49K$46K$3K
Legal feesLn 11b$13K$13K
Other fees for servicesLn 11g$508$508
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$8K$8K
OccupancyLn 16$40K$40K
InterestLn 20$6K$6K
Depreciation, depletion and amortizationLn 22$27K$27K
InsuranceLn 23$14K$14K
Other expenses (24a–d)Ln 24$56K$55K$485
All other expensesLn 24e$18K$12K$6K
Total functional expensesLn 25$964K$891K$72K$485

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $1.7M$1.7M−$11K$1.3M 990 PDF
FY2022 $1.5M$1.4M$61K$1.4M 990 PDF
FY2021 $1.2M$1.2M$39K$1.4M 990 PDF
FY2020 Viewing $1.1M$964K$97K$1.1M 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 $1,060,081 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $117,916$242,394
I-9 Program service revenuePrior year $700,735$716,751
I-10 Investment incomePrior year $1,436$1,154
I-11 Other revenuePrior year $90,339$99,782
I-12 Total revenuePrior year $910,426$1,060,081
I-13 Grants and similar amounts paidPrior year $1,100$101,639
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $637,964$674,391
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $202,775$187,543
I-18 Total expensesPrior year $841,839$963,573
I-19 Revenue less expensesPrior year $68,587$96,508
Part VI · Governance 8 of 10 board members independent, 3 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsYes
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $1,060,081 across 8 lines filed
Lines not itemized here account for $17,735 of total revenue; see the IRS return.
VIII-1c Fundraising events$28,226
VIII-1e Government grants$136,218
VIII-1f All other contributions, gifts and grants$77,950
VIII-1h Total contributions, gifts and grants$242,394
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $716,751$716,751
VIII-3 Investment incomeExcluded from tax $1,154$1,154
VIII-8 Net income from fundraising eventsExcluded from tax $82,047$82,047
VIII-12 Total revenueRelated to mission $716,751 · Unrelated business $0 · Excluded from tax $100,936$1,060,081
Part IX · Statement of functional expenses $963,573 across 15 lines filed
IX-2 Grants to domestic individualsPrograms $101,639$101,639
IX-5 Pay of current officers, directors and key staffPrograms $44,245$44,245
IX-7 Other salaries and wagesPrograms $474,886 · Management $30,616$505,502
IX-9 Other employee benefitsPrograms $70,618 · Management $4,800$75,418
IX-10 Payroll taxesPrograms $46,266 · Management $2,960$49,226
IX-11b Legal feesManagement $13,470$13,470
IX-11g Other fees for servicesManagement $508$508
IX-12 Advertising and promotionPrograms $5,055$5,055
IX-13 Office expensesManagement $7,580$7,580
IX-16 OccupancyPrograms $40,075$40,075
IX-20 InterestManagement $5,948$5,948
IX-22 Depreciation, depletion and amortizationPrograms $26,807$26,807
IX-23 InsurancePrograms $14,011$14,011
IX-24 Other expenses (24a–d)Programs $55,456 · Fundraising $485$55,941
IX-24e All other expensesPrograms $12,163 · Management $5,985$18,148
IX-25 Total functional expensesPrograms $891,221 · Management $71,867 · Fundraising $485$963,573
Part X · Balance sheet $1,293,141 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $155$102,410
X-2 Savings and temporary cash investmentsStart of year $253,960$243,340
X-4 Accounts receivableStart of year $22,225$22,093
X-10c Land, buildings and equipment, netStart of year $455,323$435,573
X-11 Publicly traded securitiesStart of year $516,341$489,725
X-16 Total assetsStart of year $1,252,054$1,293,141
X-17 Accounts payable and accrued expensesStart of year $3,271$8,674
X-19 Deferred revenueStart of year $64,401$40,328
X-25 Other liabilitiesStart of year $4,085$4,152
X-26 Total liabilitiesStart of year $189,128$148,323
X-32 Total net assets or fund balancesStart of year $1,062,926$1,144,818
X-33 Total liabilities and net assetsStart of year $1,252,054$1,293,141
Part XI · Reconciliation of net assets $1,144,818 net assets at year end
XI-1 Total revenue$1,060,081
XI-2 Total expenses$963,573
XI-3 Revenue less expenses$96,508
XI-4 Net assets at start of year$1,062,926
XI-5 Net unrealized gains (losses) on investments−$14,616
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,144,818

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.