2025-04-09T16:14:35-05:00 2024-06-30 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2023-07-01 943343174 SONOMA ACADEMY SONO 7075451770 2500 FARMERS LANE SANTA ROSA CA 95404 REBECCA BROWN CHIEF OPERATING OFFICER 7075451770 2025-04-04 1 0 MAGA E KISRIEV P01008919 4089988400 2023 2025-03-06 01:10:19Z TUCKER FOEHL 2500 FARMERS LANE SANTA ROSA CA 95404 55272240 0 X WWW.SONOMAACADEMY.ORG X 1999 CA TO OPERATE A COED EDUCATION HIGH SCHOOL AND PREPARE STUDENTS TO ENTER A COLLEGE OF THEIR CHOICE. 18 17 147 64 0 0 9184548 12334811 17209315 18430469 985348 2051247 189912 169377 27569123 32985904 4703620 5415520 0 0 10669635 11308641 0 0 596194 9388306 9416962 24761561 26141123 2807562 6844781 141831731 149802121 27015777 24110255 114815954 125691866 SONOMA ACADEMY CALLS ITS STUDENTS TO BE CREATIVE, ETHICAL AND COMMITTED TO LEARNING. THE SCHOOL NURTURES INSPIRING TEACHERS AND STUDENTS AS THEY PREPARE TO BECOME LEADERS IN A DYNAMIC WORLD. 0 0 20705717 5415520 18430469 OPERATE A COED DAY SCHOOL EDUCATIONAL PROGRAM FOR APPROXIMATELY 330 STUDENTS IN GRADES 9-12. 20705717 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 79 0 1 147 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X REBECCA B BROWN 7075451770 2500 FARMERS LANE SANTA ROSA CA 95404 TUCKER FOEHL HEAD OF SCHOOL 60.00 X X 502350 0 116027 CHRISTINE HANNA CHAIR 10.00 X X 0 0 0 KAREN MEYER VICE CHAIR 5.00 X X 0 0 0 KRISTA SCALZO TREASURER 5.00 X X 0 0 0 JOHN LEE SECRETARY 2.00 X X 0 0 0 ROSS DOWD TRUSTEE (THRU 9/30/23) 1.00 X 0 0 0 DAVID EISEMAN TRUSTEE 1.00 X 0 0 0 NICK FOLLY TRUSTEE 1.00 X 0 0 0 REBECCA FUETTE TRUSTEE 1.00 X 0 0 0 JOEL GOTT TRUSTEE (THRU 12/31/23) 1.00 X 0 0 0 DAN HIRSCH TRUSTEE 1.00 X 0 0 0 BEN MILLER TRUSTEE 1.00 X 0 0 0 DEBBIE NOVOGRAD TRUSTEE 1.00 X 0 0 0 KERITH OVERSTREET TRUSTEE 1.00 X 0 0 0 EMILY PRINGLE TRUSTEE 1.00 X 0 0 0 STEVE VON RAESFELD TRUSTEE 1.00 X 0 0 0 TIM SHAW TRUSTEE 1.00 X 0 0 0 YI YANG TRUSTEE 1.00 X 0 0 53300 REBECCA B BROWN CHIEF OPERATING OFFICER 50.00 X 293264 0 83268 KIMBERLY EBER DIRECTOR OF EXTERNAL RELATIONS 50.00 X 217356 0 44032 ROMMEL LORIA ASSISTANT HEAD OF SCHOOL 50.00 X 177440 0 46324 ROLANDO CRISOSTOMO DIRECTOR OF COLLEGE COUNSELING 40.00 X 157797 0 21690 HILLARY YOUNGLOVE ART TEACHER 40.00 X 147097 0 30998 LILY THOMPSON DIRECTOR OF MARKETING/COMMUNICATIONS 50.00 X 154403 0 86005 KELLY CASTANEDA DIRECTOR OF EXPERIENTIAL PROGRAMS 40.00 X 167826 0 25792 PATRICIA LINE CONTROLLER 40.00 X 153276 0 33993 JANET DURGIN HEAD OF SCHOOL (THRU 6/30/20) 0.00 X 297332 0 0 2268141 0 541429 36 1 1 0 DPR CONSTRUCTION 1801 J STREET SACRAMENTO CA 95811 CONSTRUCTION SERVICES 22568231 WEINTRAUB 400 CAPITOL MALL 11TH FLOOR SACRAMENTO CA 95814 LEGAL SERVICES 133357 SALMON SHARE CONSTRUCTION 7335 WILLOW ST SEBASTOPOL CA 95472 CONSTRUCTION SERVICES 102070 3 142174 12192637 35509 12334811 TUITION & FEES 611600 18212759 18212759 AUXILIARY PROGRAM REVENUE 611600 217710 217710 18430469 1331636 1331636 35525 1220 34305 34305 34305 22925638 22206027 719611 719611 719611 215198 142174 79089 136109 136109 7600 0 7600 7600 LOSS ON DISPOSAL OF ASSETS 900099 -8637 -8637 -8637 32985904 18430469 0 2220624 5415520 5415520 1042192 1042192 8121793 6206061 1568499 347233 448570 335353 94039 19178 1057868 745130 272747 39991 638218 442134 170977 25107 767660 98211 625006 44443 118856 118856 65100 65100 78889 78889 132442 132442 569762 430346 123318 16098 289389 240741 34750 13898 1344582 1224456 106686 13440 152263 106467 45796 293704 267564 23203 2937 2889754 2632566 228291 28897 633380 577009 50037 6334 ATHLETIC PROGRAMS 1299575 1299575 FOOD SERVICE 739037 673263 58384 7390 EVENTS EXPENSES 31248 31248 BAD DEBT 11321 11321 26141123 20705717 4839212 596194 1170885 1813525 8745007 2307964 978799 500000 185986 40185 157141 132615 421759 334765 132466374 29781286 85444814 102685088 43899383 41332369 827957 655610 141831731 149802121 4162847 1233382 2415558 2722104 19609415 19499159 827957 655610 27015777 24110255 X 65049510 102877499 49766444 22814367 114815954 125691866 141831731 149802121 6844781 4031131 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4478897 103696 573857 4008736 4112085 494664 127852 4478897 4812734 150500 -736720 114429 4112085 3594650 265950 1018590 66456 4812734 3501249 166383 72982 3594650 0.00000 0.52026 0.47974 0 0 9708763 9708763 116231825 26798241 89433584 3516048 1490080 2025968 3009738 1492965 1516773 102685088 DEFERRED COMPENSATION 655610 655610 X 31523846 4031131 -5415520 -1384389 32908235 78889 -1220 77669 32985904 20647934 1220 1220 20646714 78889 5415520 5494409 26141123 PART V, LINE 4: THE SCHOOL'S CLASS TERM ENDOWMENTS CREATED BY EARLY GRADUATING CLASSES WERE HELD FOR A PERIOD OF 10 YEARS, WHERE THERE WERE TO BE NO WITHDRAWALS SO THAT THE INITIAL BALANCE COULD GROW. THE TEN-YEAR PERIOD CONCLUDED IN 2024. PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA TAX CODE. AS OF JUNE 30, 2024, MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES -5,415,520. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -1,220. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 1,220. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES 5,415,520. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 INCLUDED IN ALL ADMISSIONS MATERIALS, PUBLISHED ON THE HOME PAGE OF THE SCHOOL'S WEBSITE, INCLUDED IN ALL EMPLOYMENT ADVERTISEMENTS & JOB DESCRIPTIONS. BIG NIGHT OUT 357372 142174 215198 53748 25341 357372 142174 215198 53748 25341 79089 136109 1 SCHOLARSHIPS 188 5415520 PART I, LINE 2: ALL SCHOLARSHIPS ARE AWARDED AS TUITION ASSISTANCE AND CREDITED TO STUDENT ACCOUNTS. NO FUNDS ARE DISBURSED TO THE RECIPIENTS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 TUCKER FOEHL HEAD OF SCHOOL 502350 0 0 0 0 0 42500 0 73527 0 618377 0 0 0 REBECCA B BROWN CHIEF OPERATING OFFICER 293264 0 0 0 0 0 58434 0 24834 0 376532 0 0 0 JANET DURGIN HEAD OF SCHOOL (THRU 6/30/20) 0 0 0 0 297332 0 0 0 0 0 297332 0 297332 0 KIMBERLY EBER DIRECTOR OF EXTERNAL RELATIONS 217356 0 0 0 0 0 13640 0 30392 0 261388 0 0 0 LILY THOMPSON DIRECTOR OF MARKETING/COMMUNICATIONS 154403 0 0 0 0 0 10680 0 75325 0 240408 0 0 0 ROMMEL LORIA ASSISTANT HEAD OF SCHOOL 177440 0 0 0 0 0 12393 0 33931 0 223764 0 0 0 KELLY CASTANEDA DIRECTOR OF EXPERIENTIAL PROGRAMS 167826 0 0 0 0 0 10560 0 15232 0 193618 0 0 0 PATRICIA LINE CONTROLLER 153276 0 0 0 0 0 10852 0 23141 0 187269 0 0 0 ROLANDO CRISOSTOMO DIRECTOR OF COLLEGE COUNSELING 157797 0 0 0 0 0 11046 0 10644 0 179487 0 0 0 HILLARY YOUNGLOVE ART TEACHER 147097 0 0 0 0 0 10297 0 20701 0 178095 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVED HOUSING ALLOWANCE WHICH WAS TREATED AS TAXABLE COMPENSATION. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 2022-09-22 19950000 CAPITAL CONSTRUCTION & PAYOFF 2014 BONDS 0 0 0 A 19950000 250814 14349007 5350179 2024 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 1 0 0 0 0 A 1 TUCKER FOEHL HEAD OF SCHOOL ASSISTANCE WITH DOWN PAYMENT ON PURCHASE OF HOME X 170000 127500 0 1 1 TUCKER FOEHL HEAD OF SCHOOL SHORT-TERM HOUSING LOAN X 15000 5115 0 1 1 132615 95100 CREDIT TO TUITION ACCOUNT TUITION ASSISTANCE X 35509 6 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REPRESENTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 PUBLIC DISCLOSURE COPY WAS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND THE FULL BOARD OF TRUSTEES, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENTS ARE SIGNED BY ALL TRUSTEES AND SENIOR ADMINISTRATORS (KEY EMPLOYEES). THEY ARE THEN REVIEWED BY THE COO. ANY ISSUES PRESENTED ARE TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH MAKES A DETERMINATION ABOUT ANY CONSEQUENCES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DETERMINES EXECUTIVE COMPENSATION BY REVIEWING RELEVANT COMPENSATION DATA FROM COMPARABLE SCHOOLS OBTAINED THROUGH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). BOTH THE PROCESS AND THE RESULT ARE APPROVED BY THE BOARD AND A WRITTEN RECORD OF THE PROCEEDINGS IS PREPARED AND MAINTAINED. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, ALL FINANCIAL STATEMENTS AND REQUIRED GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D).