LICK WILMERDING HIGH SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LICK WILMERDING HIGH SCHOOL (EIN 94-1186156)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202431369349317548
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T18:36:05-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941186156 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA SCHOOL OF MECHANICAL ARTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 4153334021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 755 OCEAN AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANETTE MOORE | PersonNm |
| Person Title | CFOO | PersonTitleTxt |
| Phone | 4153334021 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEANETTE | PersonFirstNm |
| Person Last | MOORE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LICK-WILMERDING HIGH SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEANETTE MOORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 755 OCEAN AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,452,335 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LWHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1885 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO DEVELOP QUALITIES OF THE HEAD, HEART & HANDS THAT WILL SERVE STUDENTS THROUGHOUT THEIR LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 215 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $304,539 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,075,214 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,905,663 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,154,873 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,362,889 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,518,918 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,548,032 | CYInvestmentIncomeAmt |
| PY Other Revenue | $138,771 | PYOtherRevenueAmt |
| CY Other Revenue | $132,962 | CYOtherRevenueAmt |
| PY Total Revenue | $32,887,776 | PYTotalRevenueAmt |
| CY Total Revenue | $33,949,546 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,661,885 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,997,212 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,174,880 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,793,621 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $806,708 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,701,603 | PYOtherExpensesAmt |
| CY Other Expenses | $9,273,379 | CYOtherExpensesAmt |
| PY Total Expenses | $32,538,368 | PYTotalExpensesAmt |
| CY Total Expenses | $34,064,212 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $349,408 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$114,666 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $162,746,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $167,421,217 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,602,762 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,156,357 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $106,143,377 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,264,860 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A PRIVATE SCHOOL WITH PUBLIC PURPOSE, LICK-WILMERDING HIGH SCHOOL "LWHS" DEVELOPS THE HEAD, HEART AND HANDS OF HIGHLY MOTIVATED STUDENTS FROM ALL WALKS OF LIFE, INSPIRING THEM TO BECOME LIFE-LONG LEARNERS WHO CONTRIBUTE TO THE WORLD WITH CONFIDENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,318,030 | ExpenseAmt |
| Grant | $6,997,212 | GrantAmt |
| Revenue | $30,362,889 | RevenueAmt |
| Desc | LWHS IS A NON-PROFIT, INDEPENDENT, COEDUCATIONAL, COLLEGE PREPARATORY DAY SCHOOL SERVING GRADES 9-12 WITH A TRADITION OF INTEGRATING DEMANDING ACADEMIC COURSES WITH SERVICE LEARNING AND TECHNICAL AND FINE ARTS. ENDOWED BY SAN FRANCISCO ENTREPRENEUR JAMES LICK, THE CALIFORNIA SCHOOL OF MECHANICAL ARTS OPENED ITS DOORS IN 1895. SUBSEQUENTLY, THE "LICK SCHOOL" MERGED WITH THE WILMERDING SCHOOL OF INDUSTRIAL ARTS AND THE LUX SCHOOL OF INDUSTRIAL TRAINING. A PRIVATE SCHOOL WITH PUBLIC PURPOSE, LICK-WILMERDING HIGH SCHOOL DEVELOPS THE HEAD, HEART, AND HANDS OF HIGHLY MOTIVATED STUDENTS FROM ALL WALKS OF LIFE, INSPIRING THEM TO BECOME LIFELONG LEARNERS WHO CONTRIBUTE TO THE WORLD WITH CONFIDENCE AND COMPASSION. (SEE SCH O)LWHS' RIGOROUS HEAD, HEART, AND HANDS CURRICULUM EQUIPS STUDENTS WITH THE SKILLS, HABITS OF MIND, AND COMMITMENT TO BUILD LIVES OF EXCELLENCE AND MEANING. THE SCHOOL OFFERS CHALLENGING, COLLEGE PREPARATORY CLASSES IN NINE DISCIPLINES, WITH A UNIQUE TECHNICAL ARTS PROGRAM, PART OF ITS 127 YEAR LEGACY, AND RIGOROUS HONORS LEVEL CLASSES IN ALL FIVE ACADEMIC DEPARTMENTS. STUDENTS ALSO PARTICIPATE IN THE FOUR YEAR PUBLIC PURPOSE PROGRAM, A HANDS-ON EDUCATION AND SERVICE LEARNING EXPERIENCE.THE 555 STUDENTS AT LWHS REFLECT THE SCHOOL'S STRONG COMMITMENT TO CULTURAL, SOCIAL AND SOCIOECONOMIC DIVERSITY. 69% OF STUDENTS ARE SELF-IDENTIFIED AS STUDENTS OF COLOR. IN 2022, THERE WERE 1,029 APPLICANTS FOR 140 PLACES IN THE NINTH GRADE; 141 NINTH GRADERS ENROLLED FROM 71 MIDDLE SCHOOLS. THE FLEXIBLE TUITION PROGRAM AWARDED $7 MILLION TO 34% OF THE STUDENTS. OUR 75 FULL-TIME AND PART-TIME TEACHERS, ADMINISTRATORS AND PROGRAM DIRECTORS HOLD 48 MASTER'S DEGREES AND 7 DOCTORATES. PERFORMING, TECHNICAL AND FINE ARTS TEACHERS HAVE SUPPLEMENTED THEIR FORMAL DEGREES WITH EXTENSIVE WORK AND PERFORMANCE EXPERIENCE. | Desc |
| Total Program Service Expenses | $27,318,030 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 78 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 215 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON HONG CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153334021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 755 OCEAN AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| KIMBERLEY DREW | ||||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFF KING | ||||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANNE PAXTON | ||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LYDIA ALEXANDER | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| YAKUH ASKEW | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SHABNAM AZAD | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK CHIN | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA EVANS | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ALICIA FENRICK | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LINA GARCIA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY KANE | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA MA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MIRANDA MARTIN | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE MIKUTA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ANUPAM MISHRA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MITCHELL | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA MIYASHITA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC NILES | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| YVONNE PEREZ-SALLABERRY | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| VENK REDDY | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SUNNY RYAN | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| STACI SLAUGHTER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKA VARMA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS WARDEN | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNY WILSON | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES WYMAN | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMERON YUEN-SHORE | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KATIE TITUS | ||||||||
| HEAD OF SCHOOL (THRU 06/23) | 40.00 | Yes (X) | $238,500 | $0 | $18,813 | |||
| JEANETTE MOORE | ||||||||
| CFOO | 40.00 | Yes (X) | $272,104 | $0 | $34,863 | |||
| BRIAN DRISCOLL | ||||||||
| DIR. OF ALUMNI & DEVELOPMENT | 40.00 | $206,823 | $0 | $14,972 | Yes (X) | |||
| KATHRYN WILEY | ||||||||
| DEAN OF TEACHING AND LEARNING | 40.00 | $193,578 | $0 | $13,378 | Yes (X) | |||
| DON RIZZI | ||||||||
| FACULTY-DEPARTMENT CHAIR | 40.00 | $172,068 | $0 | $13,068 | Yes (X) | |||
| ADNAN IFTEKHAR | ||||||||
| DIRECTOR OF TECHNOLOGY (THRU 06/23) | 40.00 | $166,891 | $0 | $12,253 | Yes (X) | |||
| MARJORIE TORRES | ||||||||
| FACULTY | 40.00 | $161,325 | $0 | $22,351 | Yes (X) | |||
| ERIC TEMPLE | ||||||||
| HEAD OF SCHOOL (THRU 06/22) | 40.00 | $494,224 | $0 | $26,964 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,905,513 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $156,662 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 61 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HINES BUILDING MAINTENANCE | |||||
| 91 LOST LAKE LANE | CAMPBELL | CA | 95008 | FACILITY SERVICE | $391,646 |
| ZUM SERVICES | |||||
| PO BOX 103448 | PASADENA | CA | 91189 | BUS SERVICES | $236,103 |
| RAINBOW WATERPROOFING | |||||
| 600 TREAT AVENUE | SAN FRANCISCO | CA | 94110 | CONSTRUCTION SERVICE | $168,985 |
| RUSSELL REYNOLDS ASSOCIATES INC | |||||
| PO BOX 1678 | CAROL STREAM | IL | 60132 | RECRUITER | $126,986 |
| LAWSON ROOFING CO | |||||
| 1495 TENNESSEE STREET | SAN FRANCISCO | CA | 94107 | CONSTRUCTION SERVICE | $104,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,905,663 | AllOtherContributionsAmt |
| Noncash Contributions | $173,022 | NoncashContributionsAmt |
| Total Contributions | $1,905,663 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $30,319,264 | $30,319,264 |
| SCHOOL ACTIVITIES | 611600 | $43,625 | $43,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,362,889 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $994,713 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $304,539 | UnrelatedBusinessRevenueAmt |
| Exclusion | $690,174 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $142,881 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,919 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $132,962 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,962 | TotalRevenueColumnAmt |
| Exclusion | $132,962 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,046,189 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,469,729 | SecuritiesAmt |
| Other | $23,141 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $576,460 | SecuritiesAmt |
| Other | -$23,141 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $553,319 | TotalRevenueColumnAmt |
| Exclusion | $553,319 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,949,546 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,362,889 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $304,539 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,376,455 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,000 | TotalAmt |
| Program Services | $13,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,984,212 | TotalAmt |
| Program Services | $6,984,212 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,061,440 | TotalAmt |
| Management And General | $828,274 | ManagementAndGeneralAmt |
| Fundraising | $233,166 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,343,245 | TotalAmt |
| Program Services | $11,854,969 | ProgramServicesAmt |
| Management And General | $1,261,655 | ManagementAndGeneralAmt |
| Fundraising | $226,621 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,958 | TotalAmt |
| Program Services | $607,618 | ProgramServicesAmt |
| Management And General | $113,621 | ManagementAndGeneralAmt |
| Fundraising | $11,719 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,698,469 | TotalAmt |
| Program Services | $1,513,638 | ProgramServicesAmt |
| Management And General | $164,393 | ManagementAndGeneralAmt |
| Fundraising | $20,438 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,509 | TotalAmt |
| Program Services | $782,925 | ProgramServicesAmt |
| Management And General | $144,569 | ManagementAndGeneralAmt |
| Fundraising | $30,015 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,215 | TotalAmt |
| Management And General | $52,215 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,325 | TotalAmt |
| Management And General | $71,325 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,548 | TotalAmt |
| Management And General | $268,548 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,317 | TotalAmt |
| Management And General | $498,317 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,585,863 | TotalAmt |
| Program Services | $981,784 | ProgramServicesAmt |
| Management And General | $1,431,873 | ManagementAndGeneralAmt |
| Fundraising | $172,206 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,549 | TotalAmt |
| Program Services | $423,549 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,731,903 | TotalAmt |
| Program Services | $1,542,502 | ProgramServicesAmt |
| Management And General | $189,401 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,280 | TotalAmt |
| Program Services | $60,683 | ProgramServicesAmt |
| Management And General | $22,047 | ManagementAndGeneralAmt |
| Fundraising | $1,550 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,319 | TotalAmt |
| Program Services | $72,524 | ProgramServicesAmt |
| Management And General | $19,883 | ManagementAndGeneralAmt |
| Fundraising | $3,912 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,467 | TotalAmt |
| Program Services | $664,502 | ProgramServicesAmt |
| Management And General | $146,431 | ManagementAndGeneralAmt |
| Fundraising | $38,534 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,284,897 | TotalAmt |
| Program Services | $1,736,522 | ProgramServicesAmt |
| Management And General | $479,828 | ManagementAndGeneralAmt |
| Fundraising | $68,547 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,094 | TotalAmt |
| Management And General | $247,094 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PARENT ASSOCIATION | $69,577 | $69,577 |
| BAD DEBT | $10,025 | $10,025 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,064,212 | TotalAmt |
| Program Services | $27,318,030 | ProgramServicesAmt |
| Management And General | $5,939,474 | ManagementAndGeneralAmt |
| Fundraising | $806,708 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,306 | BOYAmt |
| EOY | $642 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,358,537 | BOYAmt |
| EOY | $17,539,152 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,510 | BOYAmt |
| EOY | $108,622 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,135,709 | BOYAmt |
| EOY | $13,756,705 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,080 | BOYAmt |
| EOY | $164,771 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,417,305 | BOYAmt |
| EOY | $4,322,511 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $83,912,401 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,906,307 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,352,415 | BOYAmt |
| EOY | $55,006,094 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,588,772 | BOYAmt |
| EOY | $14,579,614 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,512,000 | BOYAmt |
| EOY | $60,940,601 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,505 | BOYAmt |
| EOY | $1,002,505 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,746,139 | BOYAmt |
| EOY | $167,421,217 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,609,666 | BOYAmt |
| EOY | $2,747,913 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,280,807 | BOYAmt |
| EOY | $24,653,215 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,100,677 | BOYAmt |
| EOY | $29,164,108 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,612 | BOYAmt |
| EOY | $591,121 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,602,762 | BOYAmt |
| EOY | $57,156,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,345,021 | BOYAmt |
| EOY | $49,927,592 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,798,356 | BOYAmt |
| EOY | $60,337,268 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,143,377 | BOYAmt |
| EOY | $110,264,860 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,746,139 | BOYAmt |
| EOY | $167,421,217 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$114,666 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,236,149 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,948,835 | BeginningYearBalanceAmt |
| Contributions | $1,001,300 | ContributionsAmt |
| Investment Earnings Or Losses | $4,918,575 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,525,000 | OtherExpendituresAmt |
| End Year Balance | $65,343,710 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,909,979 | BeginningYearBalanceAmt |
| Contributions | $1,300,601 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,961,745 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,300,000 | OtherExpendituresAmt |
| End Year Balance | $61,948,835 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,502,979 | BeginningYearBalanceAmt |
| Contributions | $603,226 | ContributionsAmt |
| Investment Earnings Or Losses | $17,063,774 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,260,000 | OtherExpendituresAmt |
| End Year Balance | $66,909,979 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,434,711 | BeginningYearBalanceAmt |
| Contributions | $301,101 | ContributionsAmt |
| Investment Earnings Or Losses | $2,982,167 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,215,000 | OtherExpendituresAmt |
| End Year Balance | $51,502,979 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,561,692 | BeginningYearBalanceAmt |
| Contributions | $456,729 | ContributionsAmt |
| Investment Earnings Or Losses | $3,585,290 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,169,000 | OtherExpendituresAmt |
| End Year Balance | $50,434,711 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08150 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35720 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.56130 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,205,607 | OtherCostOrOtherBasisAmt |
| Book Value | $1,205,607 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,708,959 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,117,121 | DepreciationAmt |
| Book Value | $52,591,838 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,438,485 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,789,186 | DepreciationAmt |
| Book Value | $649,299 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $559,350 | OtherCostOrOtherBasisAmt |
| Book Value | $559,350 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $55,006,094 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS MEASURED AT NAV | Desc |
| Book Value | $60,940,601 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $60,940,601 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TENANT DEPOSITS | $7,121 |
| CAPITAL LEASE OBLIGATIONS | $584,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $591,121 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,942,854 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,236,149 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $9,919 | OtherRevenueAmt |
| Revenue Not Reported | $4,246,068 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,696,786 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $268,548 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $6,984,212 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,252,760 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,949,546 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,821,371 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $9,919 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $9,919 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,811,452 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $268,548 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,984,212 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,252,760 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,064,212 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED AND BOARD-DESIGNATED ENDOWMENT FUNDS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE SCHOOL'S MANAGEMENT HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 9,919. SCHOOL ACTIVITIES |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 6,984,212. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 9,919. SCHOOL ACTIVITIES |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 6,984,212. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE RACIALLY NON-DISCRIMINATORY POLICY IS POSTED ON THE LANDING PAGE OF THE SCHOOL'S WEBSITE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIM HIGH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 410715 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 943296338 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $13,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 189 | RecipientCnt |
| Non Cash Assistance | $6,984,212 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECT CREDIT TO STUDENT ACCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S CENTER FOR CIVIC ENGAGEMENT EXECUTIVE DIRECTOR TRACKS THE GRANTS AND/OR ASSISTANCE PROVIDED TO THE GRANTEES ON A REGULAR BASIS. THE ORGANIZATION'S FLEX TUITION COMMITTEE GRANTS AND TRACKS THE TUITION ASSISTANCE PROVIDED TO THE GRANTEES ON A REGULAR BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC TEMPLE | ||||||||||||||
| HEAD OF SCHOOL (THRU 06/22) | $303,217 | $0 | $130,000 | $0 | $61,007 | $0 | $20,814 | $0 | $6,150 | $0 | $521,188 | $0 | $0 | $0 |
| JEANETTE MOORE | ||||||||||||||
| CFOO | $272,104 | $0 | $0 | $0 | $0 | $0 | $19,420 | $0 | $15,443 | $0 | $306,967 | $0 | $0 | $0 |
| KATIE TITUS | ||||||||||||||
| HEAD OF SCHOOL (THRU 06/23) | $238,500 | $0 | $0 | $0 | $0 | $0 | $12,000 | $0 | $6,813 | $0 | $257,313 | $0 | $0 | $0 |
| BRIAN DRISCOLL | ||||||||||||||
| DIR. OF ALUMNI & DEVELOPMENT | $206,823 | $0 | $0 | $0 | $0 | $0 | $14,044 | $0 | $928 | $0 | $221,795 | $0 | $0 | $0 |
| KATHRYN WILEY | ||||||||||||||
| DEAN OF TEACHING AND LEARNING | $193,578 | $0 | $0 | $0 | $0 | $0 | $12,544 | $0 | $834 | $0 | $206,956 | $0 | $0 | $0 |
| DON RIZZI | ||||||||||||||
| FACULTY-DEPARTMENT CHAIR | $172,068 | $0 | $0 | $0 | $0 | $0 | $11,127 | $0 | $1,941 | $0 | $185,136 | $0 | $0 | $0 |
| MARJORIE TORRES | ||||||||||||||
| FACULTY | $161,325 | $0 | $0 | $0 | $0 | $0 | $11,228 | $0 | $11,123 | $0 | $183,676 | $0 | $0 | $0 |
| ADNAN IFTEKHAR | ||||||||||||||
| DIRECTOR OF TECHNOLOGY (THRU 06/23) | $166,891 | $0 | $0 | $0 | $0 | $0 | $11,393 | $0 | $860 | $0 | $179,144 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SCHOOL PROVIDED GROSS-UP PAYMENTS FOR ITS HEAD OF SCHOOL TO COVER TAXES ASSOCIATED WITH REPORTABLE FMV OF HOUSING BENEFIT (EQUIVALENT RENT). THIS AMOUNT IS INCLUDED IN THE W-2 TAXABLE WAGES. |
| PART I, LINE 4B | ERIC TEMPLE PARTICIPATED IN A SUPPLEMENTAL 457(F) NON-QUALIFIED RETIREMENT PLAN DURING THE 2022 CALENDAR YEAR FOR THE AMOUNT OF $9,697 WHICH WAS FUNDED BY THE ORGANIZATION AND 100% WAS FORFEITED WHEN HE RESIGNED IN JUNE 2022. |
| PART I, LINE 7 | ERIC TEMPLE, FORMER HEAD OF SCHOOL, RECEIVED A NONFIXED BONUS OF $130,000 DURING THE YEAR, WHICH WAS APPROVED BY THE BOARD. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 680164610 | BondIssuerEIN |
| Bond Issued | 2017-06-21 | BondIssuedDt |
| Issue Price | $53,000,000 | IssuePriceAmt |
| Purpose | REFUND PRIOR ISSUE AND FINANCE NEW CONSTRUCTION | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $18,624,103 | RetiredAmt |
| Total Proceeds | $45,043,419 | TotalProceedsAmt |
| Capital Expenditures | $31,100,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $17,975,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2018 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $173,022 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | UPON COMPLETION OF THE FORM 990, THE AUDIT COMMITTEE MEETS WITH THE EXTERNAL TAX PREPARER AND THE ORGANIZATION'S CONTROLLER AND CFOO. AFTER THE AUDIT COMMITTEE HAS HAD AN OPPORTUNITY TO REVIEW THE ENTIRE RETURN AND RESOLVE ANY ISSUES, THE RETURN IS APPROVED BY THE COMMITTEE AND THE PUBLIC DISCLOSURE VERSION OF THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE VOTING BODY PRIOR TO FILING. BUT FOR THE OMISSION OF THE CONTRIBUTOR INFORMATION IN SCHEDULE B, THE ORGANIZATION WOULD ANSWER, "YES" TO QUESTION 11A, PART VI-B, FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS COMPLETED ANNUALLY BY THE BOARD OF TRUSTEES, OFFICERS, DIRECTORS AND KEY EMPLOYEES. A DESIGNATED BOARD MEMBER DISTRIBUTES THE CONFLICT OF INTEREST POLICY AND THEN COLLECTS AND REVIEWS THE COMPLETED FORMS. ANY POTENTIAL CONFLICT OF INTEREST CAN BE ADDRESSED BY THE INTERESTED PERSON BEFORE THE BOARD MEMBERS. AFTER WHICH, THE INTERESTED PERSON WILL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE PRESIDENT SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF TRUSTEES SHALL DETERMINE WHETHER LICK-WILMERDING HIGH SCHOOL CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OF TRUSTEES SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN LICK-WILMERDING HIGH SCHOOL'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE BOARD OF TRUSTEES HAS REASONABLE CAUSE TO BELIEVE A TRUSTEE, OFFICER, KEY EMPLOYEE, OR NON-TRUSTEE MEMBER OF A COMMITTEE OF THE BOARD OF TRUSTEES HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD HIM OR HER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OF TRUSTEES DETERMINES SUCH PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CHIEF FINANCIAL & OPERATIONS OFFICER PROVIDES TO THE BOARD OF TRUSTEES COMPARABLE SALARY DATA FOR THE HEAD OF SCHOOL. THE SALARY DATA IS BASED ON EXPERIENCE, SIMILAR SCHOOL SIZE AND METROPOLITAN AREA. THE BOARD THEN REVIEWS, SETS AND APPROVES COMPENSATION FOR THE HEAD OF SCHOOL. THIS PROCESS OCCURS APPROXIMATELY EVERY TWO YEARS. COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS IS SET BY THE HEAD OF SCHOOL. THE COMPENSATON IS ALSO BASED ON COMPARABLE EXPERIENCE, SCHOOL SIZE AND METROPOLITAN AREA. THIS PROCESS ALSO OCCURS ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | 1 CHARITABLE REMAINDER TRUST INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |