FOOTHILL COUNTRY DAY SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOOTHILL COUNTRY DAY SCHOOL (EIN 95-1816057)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2024-06-11
- IRS object ID
- 202411639349301106
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-11T09:33:21-05:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 EAST ROUTE 66 | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951816057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOOTHILL COUNTRY DAY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOOT | BusinessNameControlTxt |
| Phone | 9096265681 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1035 W HARRISON AVE | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HARPOLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9096265681 | PhoneNum |
| Signature | 2024-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | HARPOLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASIE ZWAHLEN | PreparerPersonNm |
| PTIN | P02291311 | PTIN |
| Phone | 6268577300 | PhoneNum |
| Preparation | 2024-06-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIELLE WITTEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1035 W HARRISON AVE | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,148,269 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOOTHILLCDS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | FOOTHILL COUNTRY DAY SCHOOL IS A SAFE, NURTURING, AND INCLUSIVE COMMUNITY. WE ARE UNITED IN PURSUING INTELLECTUAL INQUIRY, ACADEMIC EXCELLENCE, INTEGRITY, AND SERVICE TO OTHERS. WE INSPIRE EACH STUDENT TO BECOME AMBITIOUS, COMPASSIONATE, AND COURAGEOUS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 120 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $756,226 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,508,864 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,996,438 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,835,592 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,836,416 | PYInvestmentIncomeAmt |
| CY Investment Income | $248,952 | CYInvestmentIncomeAmt |
| PY Other Revenue | $150,460 | PYOtherRevenueAmt |
| CY Other Revenue | $125,919 | CYOtherRevenueAmt |
| PY Total Revenue | $12,739,540 | PYTotalRevenueAmt |
| CY Total Revenue | $12,719,327 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $858,863 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $978,985 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,165,476 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,408,784 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $200,211 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,437,599 | PYOtherExpensesAmt |
| CY Other Expenses | $3,127,734 | CYOtherExpensesAmt |
| PY Total Expenses | $10,461,938 | PYTotalExpensesAmt |
| CY Total Expenses | $11,515,503 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,277,602 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,203,824 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,384,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,045,937 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,082,913 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,291,162 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,301,691 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,754,775 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FOOTHILL COUNTRY DAY SCHOOL IS A SAFE, NURTURING, AND INCLUSIVE COMMUNITY. WE ARE UNITED IN PURSUING INTELLECTUAL INQUIRY, ACADEMIC EXCELLENCE, INTEGRITY, AND SERVICE TO OTHERS. WE INSPIRE EACH STUDENT TO BECOME AMBITIOUS, COMPASSIONATE, AND COURAGEOUS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,635,465 | ExpenseAmt |
| Grant | $978,985 | GrantAmt |
| Revenue | $10,835,592 | RevenueAmt |
| Desc | FOOTHILL PROVIDED QUALITY EDUCATION TO 85 PRESCHOOL AND 351 ELEMENTARY STUDENTS. | Desc |
| Total Program Service Expenses | $8,635,465 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 120 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | 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 | Yes (1) | 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 | DANIELLE WITTEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9096265681 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1035 W HARRISON AVE | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 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 |
|---|---|---|---|---|---|---|---|
| CHRISTINE DELGADO | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFF STARK | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN HARPOLE | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NEETU BHAGAT | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STACEY SOBEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SPRING CHEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YASMIN GIBSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HOE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PRAVEENA JEEREDDI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY KAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDY KAUSHAL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA LAROSE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA CHENG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEERA KANANI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT WEIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE SILVA | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $351,061 | $0 | $50,280 | ||
| DANIELLE WITTEN | |||||||
| DIRECTOR OF FINANCE AND OP | 40.00 | Yes (X) | $187,568 | $0 | $23,569 | ||
| SHANE GUILBERT-NEAL | |||||||
| UPPER SCHOOL DEAN | 40.00 | $109,608 | $0 | $10,634 | Yes (X) | ||
| HYTOSHA HODGES-MCDANIELS | |||||||
| SEEDLING SCHOOL DIRECTOR | 40.00 | $109,444 | $0 | $35,536 | Yes (X) | ||
| MARY JONES | |||||||
| CONTROLLER | 40.00 | $113,718 | $0 | $16,341 | Yes (X) | ||
| COLETTE SIMS | |||||||
| DIRECTOR OF ENROLLMENT | 40.00 | $112,310 | $0 | $23,219 | Yes (X) | ||
| LISA ULSH | |||||||
| DIRECTOR OF LOWER SCHOOL | 40.00 | $132,831 | $0 | $26,367 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,116,540 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $185,946 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JOHNSON FAVARO LLP | |||||
| 5898 BLACKWELDER STREET | CULVER CITY | CA | 90232 | MASTER PLAN DEVELOPMENT | $120,633 |
| KNOWING TECHNOLOGIES LLC | |||||
| 660 PRICE AVENUE | REDWOOD CITY | CA | 94063 | PROFESSIONAL DEVELOPMENT | $103,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $146,031 | FundraisingAmt |
| Government Grants | $868,854 | GovernmentGrantsAmt |
| All Other Contributions | $493,979 | AllOtherContributionsAmt |
| Total Contributions | $1,508,864 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $10,074,473 | $10,074,473 |
| AUXILIARY ACTIVITIES | 611710 | $761,119 | $761,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,835,592 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,060 | TotalRevenueColumnAmt |
| Exclusion | $256,060 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $90,570 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,608 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $60,962 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,962 | TotalRevenueColumnAmt |
| Exclusion | $60,962 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $241,898 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $249,006 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,108 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,108 | TotalRevenueColumnAmt |
| Exclusion | -$7,108 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $203,993 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $146,031 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $150,328 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,665 | TotalRevenueColumnAmt |
| Exclusion | $53,665 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $11,292 | TotalRevenueColumnAmt |
| Exclusion | $11,292 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,292 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,719,327 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,835,592 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $374,871 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978,985 | TotalAmt |
| Program Services | $978,985 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,651 | TotalAmt |
| Program Services | $151,834 | ProgramServicesAmt |
| Management And General | $554,817 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,205,926 | TotalAmt |
| Program Services | $4,111,996 | ProgramServicesAmt |
| Management And General | $1,042,554 | ManagementAndGeneralAmt |
| Fundraising | $51,376 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,826 | TotalAmt |
| Program Services | $267,001 | ProgramServicesAmt |
| Management And General | $65,481 | ManagementAndGeneralAmt |
| Fundraising | $3,344 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,285 | TotalAmt |
| Program Services | $590,169 | ProgramServicesAmt |
| Management And General | $142,717 | ManagementAndGeneralAmt |
| Fundraising | $7,399 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,096 | TotalAmt |
| Program Services | $316,280 | ProgramServicesAmt |
| Management And General | $99,145 | ManagementAndGeneralAmt |
| Fundraising | $4,671 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,417 | TotalAmt |
| Management And General | $26,417 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,034 | TotalAmt |
| Management And General | $25,034 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,840 | TotalAmt |
| Management And General | $104,840 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,261 | TotalAmt |
| Program Services | $251,667 | ProgramServicesAmt |
| Management And General | $41,256 | ManagementAndGeneralAmt |
| Fundraising | $1,338 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,539 | TotalAmt |
| Management And General | $94,334 | ManagementAndGeneralAmt |
| Fundraising | $4,205 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,265 | TotalAmt |
| Program Services | $160,790 | ProgramServicesAmt |
| Management And General | $59,126 | ManagementAndGeneralAmt |
| Fundraising | $14,349 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,198 | TotalAmt |
| Program Services | $121,932 | ProgramServicesAmt |
| Management And General | $29,813 | ManagementAndGeneralAmt |
| Fundraising | $7,453 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,521 | TotalAmt |
| Program Services | $493,891 | ProgramServicesAmt |
| Management And General | $131,704 | ManagementAndGeneralAmt |
| Fundraising | $32,926 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,018 | TotalAmt |
| Program Services | $26,607 | ProgramServicesAmt |
| Management And General | $24,637 | ManagementAndGeneralAmt |
| Fundraising | $1,774 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,360 | TotalAmt |
| Program Services | $125,459 | ProgramServicesAmt |
| Management And General | $51,537 | ManagementAndGeneralAmt |
| Fundraising | $8,364 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,838 | TotalAmt |
| Program Services | $366,628 | ProgramServicesAmt |
| Management And General | $97,768 | ManagementAndGeneralAmt |
| Fundraising | $24,442 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,735 | TotalAmt |
| Program Services | $33,603 | ProgramServicesAmt |
| Management And General | $88,647 | ManagementAndGeneralAmt |
| Fundraising | $485 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| STUDENT SERVICES & PROG | $409,920 | $409,920 | |
| FIELD TRIPS | $149,450 | $149,450 | |
| TEXTBOOKS | $71,040 | $71,040 | |
| DEVELOPMENT EXPENSE | $46,298 | $8,213 | $38,085 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,515,503 | TotalAmt |
| Program Services | $8,635,465 | ProgramServicesAmt |
| Management And General | $2,679,827 | ManagementAndGeneralAmt |
| Fundraising | $200,211 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,467 | BOYAmt |
| EOY | $858,916 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,141,118 | BOYAmt |
| EOY | $5,761,788 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,775 | BOYAmt |
| EOY | $7,005 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,364 | BOYAmt |
| EOY | $98,970 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,255,667 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,600,600 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,995,124 | BOYAmt |
| EOY | $8,655,067 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,758,756 | BOYAmt |
| EOY | $6,664,191 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,384,604 | BOYAmt |
| EOY | $22,045,937 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,545 | BOYAmt |
| EOY | $423,102 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,713,689 | BOYAmt |
| EOY | $3,868,060 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,679 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,082,913 | BOYAmt |
| EOY | $4,291,162 | 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 | $14,135,997 | BOYAmt |
| EOY | $15,593,678 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,165,694 | BOYAmt |
| EOY | $2,161,097 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,301,691 | BOYAmt |
| EOY | $17,754,775 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,384,604 | BOYAmt |
| EOY | $22,045,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,203,824 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $249,260 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $77,865 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,566,764 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $139,087 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $108,925 | OtherExpendituresAmt |
| End Year Balance | $2,596,926 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,042,700 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$339,539 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $136,397 | OtherExpendituresAmt |
| End Year Balance | $2,566,764 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,686,652 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $486,204 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $130,256 | OtherExpendituresAmt |
| End Year Balance | $3,042,700 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,665,844 | BeginningYearBalanceAmt |
| Contributions | $425 | ContributionsAmt |
| Investment Earnings Or Losses | $153,279 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $132,896 | OtherExpendituresAmt |
| End Year Balance | $2,686,652 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,653,659 | BeginningYearBalanceAmt |
| Contributions | $2,295 | ContributionsAmt |
| Investment Earnings Or Losses | $144,906 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $135,016 | OtherExpendituresAmt |
| End Year Balance | $2,665,844 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.22780 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51436 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25784 | 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 | $2,139,049 | OtherCostOrOtherBasisAmt |
| Book Value | $2,139,049 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,166,522 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,875,745 | DepreciationAmt |
| Book Value | $6,290,777 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $872,231 | OtherCostOrOtherBasisAmt |
| Depreciation | $724,855 | DepreciationAmt |
| Book Value | $147,376 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,865 | OtherCostOrOtherBasisAmt |
| Book Value | $77,865 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,655,067 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,884,762 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $249,260 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$978,985 | OtherRevenueAmt |
| Revenue Not Reported | -$729,725 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,614,487 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $104,840 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $104,840 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,719,327 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,431,678 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,431,678 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $104,840 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $978,985 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,083,825 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,515,503 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ORGANIZATION HAS A SCULPTURE SHOWING THE FOUNDING HEAD OF THE SCHOOL INTERACTING WITH CHILDREN. THIS REMINDS COMMUNITY MEMBERS OF THE EDUCATIONAL AND RELATIONAL NATURE OF OUR INSTITUTION. |
| PART V, LINE 4: | THE ENDOWMENT INCLUDES BOTH DONOR RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE SCHOOL'S DONOR-RESTRICTED ENDOWMENT CONSISTS OF TWO FUNDS ESTABLISHED FOR FINANCIAL AID AND ONE FUND ESTABLISHED FOR ACADEMIC PROGRAMS. |
| PART X, LINE 2: | THE SCHOOL HAS BEEN GRANTED EXEMPTION FROM INCOME TAX UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. GAAP PROVIDES ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -978,985. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 978,985. |
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 SCHOOL HAS PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE SCHOOL'S APPLICATIONS, WEBSITE, ADMISSION POLICY, EMPLOYMENT APPLICATION, AND THE LOCAL NEWSPAPER. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL BENEFIT | Event1Nm |
| Gross Receipts Event1 | $350,024 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $146,031 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $203,993 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $29,974 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $37,280 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,050 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $81,024 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $350,024 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $146,031 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $203,993 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $29,974 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $37,280 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,050 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $81,024 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $150,328 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $53,665 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL ASSISTANCE | GrantTypeTxt |
| Recipient | 69 | RecipientCnt |
| Cash Grant | $978,985 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENTS APPLYING FOR FINANCIAL ASSISTANCE MUST COMPLETE THE PARENT'S FINANCIAL AID STATEMENT BY GOING ONLINE AND ACCESSING CLARITY'S PORTAL AND COMPLETING AN APPLICATION FOR ASSISTANCE. CLARITY'S SOFTWARE PRODUCES A CALCULATION THE APPLICANT WOULD QUALIFY FOR IN FINANCIAL ASSISTANCE. THE SCHOOL MAKES FINANCIAL ASSISTANCE AWARDS BASED ON THIS CALCULATION BY CLARITY AND ON A NON-DISCRIMINATORY BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MIKE SILVA | ||||||||||||||
| HEAD OF SCHOOL | $351,061 | $0 | $0 | $0 | $0 | $0 | $23,653 | $0 | $26,627 | $0 | $401,341 | $0 | $0 | $0 |
| DANIELLE WITTEN | ||||||||||||||
| DIRECTOR OF FINANCE AND OP | $187,568 | $0 | $0 | $0 | $0 | $0 | $15,233 | $0 | $8,336 | $0 | $211,137 | $0 | $0 | $0 |
| LISA ULSH | ||||||||||||||
| DIRECTOR OF LOWER SCHOOL | $132,831 | $0 | $0 | $0 | $0 | $0 | $9,584 | $0 | $16,783 | $0 | $159,198 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE HEAD OF SCHOOL RECEIVED A $30,000 HOUSING ALLOWANCE DURING THE YEAR THAT WAS INCLUDED IN HIS W-2. |
| PART I, LINE 3 | COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY THE EXECUTIVE COMMITTEE BASED ON AN ANNUAL PERFORMANCE EVALUATION AND OTHER OFFICERS' COMPENSATION IN SIMILAR AREAS. THE HEAD OF SCHOOL HAS A SIGNED MULTI-YEAR CONTRACT. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $46,900 | TUITION AID | TUITION AID |
| $13,300 | TUITION AID | TUITION AID |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | AT ITS DISCRETION, THE BOARD OF TRUSTEES, BY RESOLUTION ADOPTED BY A MAJORITY OF THE TRUSTEES THEN IN OFFICE, PROVIDED THAT A QUORUM IS PRESENT, MAY ELECT AN EXECUTIVE COMMITTEE OF THE BOARD, WHICH SHALL BE COMPOSED OF THE PRESIDENT-HEADMASTER AND FOUR TRUSTEES. THE NAMING OF THE EXECUTIVE COMMITTEE SHALL AUTOMATICALLY DELEGATE TO THE EXECUTIVE COMMITTEE THE FULL AUTHORITY TO (1) ADMIT MEMBERS, (2) ADOPT MEMBERSHIP APPLICATION AND CERTIFICATE FORMS, (3) APPROVE ANY AND ALL PROPOSED DONATIONS TO THE CORPORATION, (4) AUTHORIZE THE INVESTMENT AND REINVESTMENT OF THIS CORPORATION'S FUNDS AS MAY BE REQUIRED IN THE GENERAL CONDUCT OF ITS BUSINESS, (5) PROVIDE FOR THE HOLDING OF ITS OWN MEETINGS, (6) AND ADOPT RULES AND REGULATIONS FOR THE CONDUCT OF ITS MEETINGS; PROVIDED, HOWEVER, THAT MINUTES OF ALL MEETINGS SHALL BE KEPT AND AT ANY TIME UPON REQUEST SHALL BE OPEN TO THE INSPECTION OF ANY MEMBER OF THE BOARD OF TRUSTEES. A QUORUM OF THE EXECUTIVE COMMITTEE SHALL CONSIST OF THREE MEMBERS. HOWEVER, THE EXECUTIVE COMMITTEE SHALL NOT BE AUTHORIZED TO TAKE THE FOLLOWING ACTIONS: (1) AMEND OR REPEAL BYLAWS; (2) EMPLOY OR DISCHARGE TEACHERS; (3) CONTROL OR PRESCRIBE ANY POLICIES CONCERNING THE CORPORATION'S SCHOOL CURRICULUM OR ANYTHING CONCERNING THE TEACHING OR TRAINING OF PUPILS OTHER THAN TO MAKE RECOMMENDATIONS CONCERNING THESE MATTERS TO THE BOARD OF TRUSTEES; (4) TAKE ANY FINAL ACTION ON ANY MATTER THAT, UNDER THE CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION LAW, ALSO REQUIRES APPROVAL OF THE MEMBERS ORT APPROVAL OF A MAJORITY OF ALL MEMBERS; (5) FILL VACANCIES ON THE BOARD OR ON ANY COMMITTEE THAT HAS THE AUTHORITY OF THE BOARD; (6) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD THAT BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEATABLE; (7) CREATE ANY OTHER COMMITTEES OF THE BOARD OR APPOINT THE MEMBERS OF COMMITTEES OF THE BOARD; (8) EXPEND CORPORATE FUNDS TO SUPPORT A NOMINEE FOR TRUSTEE AFTER MORE PEOPLE HAVE BEEN NOMINATED FOR TRUSTEE THAN CAN BE ELECTED; OR (9) APPROVE ANY CONTRACT OR TRANSACTION TO WHICH THE CORPORATION IS A PARTY AND IN WHICH ONE OR MORE OF ITS TRUSTEES HAS A MATERIAL FINANCIAL INTEREST, EXCEPT AS SPECIAL APPROVAL IS PROVIDED FOR IN SECTION 5233 (D) (3) OF THE CALIFORNIA CORPORATIONS CODE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SCHOOL HAS ONE CLASS OF MEMBERS WHICH CONSTITUTES THE GOVERNING BODY. MEMBERS SHALL HAVE THE RIGHT TO VOTE, AS STATED IN THE BYLAWS, ON THE ELECTION OF TRUSTEES, ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS, ON ANY MERGER AND ITS PRINCIPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, AND ON ANY ELECTION TO DISSOVE THE CORPORATION. IN ADDITION, MEMBERS SHALL HAVE ALL RIGHTS TO DISSOLVE THE CORPORATION. IN ADDITION, MEMBERS SHALL HAVE ALL RIGHTS AFFORDED MEMBERS UNDER THE CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION LAW. |
| FORM 990, PART VI, SECTION A, LINE 7A | SEE EXPLANATION ABOVE |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WITH SCHEDULE B IS REVIEWED BY THE DFO, HEAD, AUDIT COMMITTEE, AND THE TREASURER PRIOR TO BEING FILED WITH THE IRS. FORM 990 WITHOUT SCHEDULE B IS REVIEWED BY THE REMAINING BOARD MEMBERS PRIOR TO BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL REQUIRES ITS BOARD MEMBERS, OFFICERS, AND MEMBERS OF ADMINISTRATION OF THE SCHOOL TO NOTIFY THE SCHOOL IF THE INDIVIDUAL OCCUPIES ANY POSITION WITH ANOTHER ORGANIZATION OR ENGAGES IN ANY TRANSACTION OR RELATIONSHIPS THAT WOULD CREATE A CONFLICT OF INTEREST WITH THE INDIVIDUAL'S FIDUCIARY DUTY TO THE SCHOOL. THE MANAGEMENT REPORTS TO THE BOARD ON ALL TRANSACTIONS WHICH FALL WITHIN THIS POLICY. AS A REMINDER OF THE POLICY, EACH YEAR BOARD MEMBERS AND OFFICERS ARE ASKED TO SIGN AND COMPLETE A CONFLICT OF INTEREST REPRESENTATION TO DISCLOSE ANY SUCH CONFLICTS. WHERE A POSSIBLE CONFLICT OF INTEREST EXISTS RELATIVE TO ANY MATTER PRESENTED FOR CONSIDERATION, SUCH TRUSTEE OR DIRECTOR, AS THE CASE MAY BE, WHO IS SO AFFECTED SHALL DECLARE A POSSIBLE CONFLICT OF INTEREST TO ALL PRESENT AND SHALL REFRAIN FROM VOTING ON SUCH MATTERS, WHICH SHALL BE RECORDED IN THE MINUTES OF THE MEETING IN QUESTION. EMPLOYEES ARE REQUIRED TO ENSURE THAT THEIR ACTIVITIES, COMMITTMENTS, AND OWNERSHIP INTERESTS OUTSIDE THE SCHOOL DO NOT CREATE ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST. EMPLOYEES ARE REQUIRED TO CONSULT WITH THE HEAD OF SCHOOL SHOULD AN OUTSIDE COMMITTMENT PRESENT A POTENTIAL CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION ANALYSIS AND EVALUATION OF THE HEAD IS PERFORMED ANNUALLY. THE CONTRACT IS A MULTI-YEAR CONTRACT THAT WAS LAST CREATED AND EXECUTED IN AUGUST 2021. THE ANNUAL EVALUATION AND COMPENSATION ANALYSIS FOR THE DFO IS ALSO PERFORMED ANNUALLY. THE CURRENT MULTI-YEAR CONTRACT WAS SIGNED IN AUGUST 2021. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORMS 990 IS AVAILABLE UPON REQUEST AT THE SCHOOL'S FACILITIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE SCHOOL'S FACILITIES. |
| FORM 990, PART XII, LINE 2C | THE SCHOOL DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
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