2024-05-13T17:11:28-05:00 2023-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-07-01 943343174 SONOMA ACADEMY SONO 7075451770 2500 FARMERS LANE SANTA ROSA CA 95404 REBECCA BROWN CHIEF OPERATING OFFICER 7075451770 2024-05-13 1 REBECCA BROWN 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TUCKER FOEHL 2500 FARMERS LANE SANTA ROSA CA 95404 48267299 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. 20 19 142 52 0 0 1464068 9184548 16637494 17209315 1123603 985348 32290 189912 19257455 27569123 4377900 4703620 0 0 9883831 10669635 0 0 785165 9487650 9388306 23749381 24761561 -4491926 2807562 118089263 141831731 10479809 27015777 107609454 114815954 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 19255550 4703620 17209315 OPERATE A COED DAY SCHOOL EDUCATIONAL PROGRAM FOR APPROXIMATELY 325 STUDENTS IN GRADES 9-12. 19255550 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 53 0 1 142 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 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 410157 0 72793 CHRIS HANNA CHAIR 5.00 X X 0 0 0 BRIDGET TWOMEY VICE CHAIR 2.00 X X 0 0 0 JOHN LEE SECRETARY 2.00 X X 0 0 0 TOM BIRDSALL TREASURER 2.00 X X 0 0 0 DAVID EISEMAN TRUSTEE 1.00 X 0 0 0 NICHOLAS FOLEY TRUSTEE 1.00 X 0 0 0 REBECCA FUETTE TRUSTEE 1.00 X 0 0 25000 JOEL GOTT TRUSTEE 1.00 X 0 0 0 DAN HIRSCH TRUSTEE 1.00 X 0 0 0 KATIE JACKSON TRUSTEE 1.00 X 0 0 0 KAREN MEYER TRUSTEE 1.00 X 0 0 0 BENJAMIN MILLER TRUSTEE 1.00 X 0 0 0 DEBBIE NOVOGRAD TRUSTEE 1.00 X 0 0 0 EMILY O'KEEFE TRUSTEE 1.00 X 0 0 0 KERITH OVERSTREET TRUSTEE 1.00 X 0 0 50000 KRISTA SCALZO TRUSTEE 1.00 X 0 0 0 MARK TUKMAN TRUSTEE 1.00 X 0 0 0 STEVE VON RAESFELD TRUSTEE 5.00 X 0 0 0 YI YANG TRUSTEE 1.00 X 0 0 49800 REBECCA B BROWN CHIEF OPERATING OFFICER 50.00 X 280503 0 82518 KIMBERLY EBER DIRECTOR OF EXTERNAL RELATIONS 50.00 X 183778 0 37921 KELLY CASTANEDA DEAN OF CURRICULUM 40.00 X 164138 0 76097 ROLANDO CRISOSTOMO DIRECTOR OF COLLEGE COUNSELING 40.00 X 158772 0 21971 FLORENCE RINK FRENCH TEACHER 40.00 X 148251 0 25522 HILLARY YOUNGLOVE ART TEACHER 40.00 X 141231 0 28099 1486830 0 469721 36 0 1 0 DPR CONSTRUCTION 1801 J STREET SACRAMENTO CA 95811 CONSTRUCTION SERVICES 11476397 FOLGER LEVIN LLP 33 NEW MONTGOMERY ST 19TH FLOOR SAN FRANCISCO CA 94105 LEGAL SERVICES 152471 DEBEVOISE & PLIMPTON LLC 66 HUDSON BLVD NEW YORK NY 10001 LEGAL SERVICES 103132 GOGI ABROARD LLC 7 CHASE ST BRATTLEBORO VT 05301 TRAVEL SERVICES 101500 4 460671 8723877 109013 9184548 TUITION & FEES 611600 17050250 17050250 AUXILIARY PROGRAM REVENUE 611600 159065 159065 17209315 1180699 1180699 27588 3743 23845 23845 23845 20432073 20627424 -195351 -195351 -195351 240341 460671 67009 173332 173332 10400 0 10400 10400 LOSS ON DISPOSAL OF ASSETS 900000 -17665 -17665 -17665 27569123 17209315 0 1175260 4703620 4703620 954202 954202 7593356 5734474 1363428 495454 503518 363769 108475 31274 1019068 697476 265463 56129 599491 413538 150400 35553 741394 741394 48200 48200 80994 80994 273593 43696 179732 50165 137744 137744 615009 463749 133898 17362 206202 165721 29086 11395 806041 733207 64742 8092 153111 111691 40995 425 196205 178743 15500 1962 2747014 2502530 217014 27470 599491 546136 47360 5995 ATHLETIC PROGRAMS 1456745 1456745 FOOD SERVICE 780338 710888 61647 7803 REPLACEMENT & REPAIRS 270051 245746 21604 2701 BAD DEBT 31491 31491 244683 183821 58968 1894 24761561 19255550 4720846 785165 3629573 1170885 223194 8745007 1567337 978799 79612 185986 173310 157141 216112 421759 112423250 26978436 63463049 85444814 47794931 43899383 942145 827957 118089263 141831731 1764736 4162847 2495937 2415558 5276991 19609415 942145 827957 10479809 27015777 X 67218393 65049510 40391061 49766444 107609454 114815954 118089263 141831731 2807562 4398938 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4112085 494664 127852 4478897 4812734 150500 -736720 114429 4112085 3594650 265950 1018590 66456 4812734 3501249 166383 72982 3594650 2924114 150 576985 3501249 0.00000 0.52780 0.47220 0 0 8400000 8400000 68701463 24291614 44409849 1662797 1396298 266499 33658990 1290524 32368466 85444814 DEFERRED COMPENSATION 827957 827957 X 27187190 4398938 -4703620 -304682 27491872 80994 -3743 77251 27569123 19980690 3743 3743 19976947 80994 4703620 4784614 24761561 PART V, LINE 4: THE SCHOOL'S CLASS TERM ENDOWMENTS CREATED BY EACH GRADUATING CLASS ARE HELD FOR A PERIOD OF 10 YEARS, WHERE THERE ARE TO BE NO WITHDRAWALS SO THAT THE INITIAL BALANCE CAN GROW. 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, 2023, 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 -4,703,620. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -3,743. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 3,743. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES 4,703,620. 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 675082 460671 214411 44720 20519 ON-LINE WINE AUCTION 25930 25930 1770 701012 460671 240341 44720 20519 1770 67009 173332 1 SCHOLARSHIPS 4703620 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 328157 0 0 0 82000 0 46000 0 26793 0 482950 0 0 0 REBECCA B BROWN CHIEF OPERATING OFFICER 280503 0 0 0 0 0 59635 0 22883 0 363021 0 0 0 KELLY CASTANEDA DEAN OF CURRICULUM 164138 0 0 0 0 0 11490 0 64607 0 240235 0 0 0 KIMBERLY EBER DIRECTOR OF EXTERNAL RELATIONS 183778 0 0 0 0 0 12864 0 25057 0 221699 0 0 0 ROLANDO CRISOSTOMO DIRECTOR OF COLLEGE COUNSELING 158772 0 0 0 0 0 11114 0 10857 0 180743 0 0 0 FLORENCE RINK FRENCH TEACHER 148251 0 0 0 0 0 10378 0 15144 0 173773 0 0 0 HILLARY YOUNGLOVE ART TEACHER 141231 0 0 0 0 0 9886 0 18213 0 169330 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 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 148628 0 1 1 TUCKER FOEHL HEAD OF SCHOOL SHORT-TERM HOUSING LOAN X 15000 8513 0 1 1 157141 124800 CREDIT TO TUITION ACCOUNT TUITION ASSISTANCE X 4 109013 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 BE 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).