WESLEY SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY SCHOOL (EIN 95-4741072)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349316271
- Schema version
- 2023v6.0
- 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 | 2025-05-15T18:50:52-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 ADVISORY LLC | 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 | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954741072 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESLEY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WESL | BusinessNameControlTxt |
| Phone | 8185084542 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4832 TUJUNGA AVE | AddressLine1Txt |
| City | NORTH HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 916014520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MONAHAN | PersonNm |
| Person Title | BOARD CHAIRMAN | PersonTitleTxt |
| Phone | 8185084542 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID MONAHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4832 TUJUNGA AVE | AddressLine1Txt |
| City | NORTH HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 916014520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,616,461 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESLEYSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE ACADEMIC EXCELLENCE AND CHARACTER DEVELOPMENT IN A SUPPORTIVE, NURTURING ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 114 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $560,672 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,632,076 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,950,049 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,360,045 | CYProgramServiceRevenueAmt |
| PY Investment Income | $58,509 | PYInvestmentIncomeAmt |
| CY Investment Income | $44,385 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,490 | PYOtherRevenueAmt |
| CY Other Revenue | -$99,276 | CYOtherRevenueAmt |
| PY Total Revenue | $11,598,720 | PYTotalRevenueAmt |
| CY Total Revenue | $12,937,230 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,527,961 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,621,186 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,293,198 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,094,303 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $398,432 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,208,602 | PYOtherExpensesAmt |
| CY Other Expenses | $3,855,504 | CYOtherExpensesAmt |
| PY Total Expenses | $12,029,761 | PYTotalExpensesAmt |
| CY Total Expenses | $13,570,993 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$431,041 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$633,763 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,281,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,819,954 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,447,365 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,438,647 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,834,112 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,381,307 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WESLEY SCHOOL BUILDS CONFIDENCE AND ENCOURAGES INDEPENDENCE THROUGH A CHALLENGING ACADEMIC PROGRAM THAT STRETCHES EACH STUDENT TO REACH THE HIGHEST LEVEL OF INDIVIDUAL ACHIEVEMENT WITHIN A SUPPORTIVE, NURTURING ENVIRONMENT. WESLEY CULTIVATES IN (CONTINUED ON SCHEDULE O) STUDENTS STRONG CREATIVE, PHYSICAL, AND SPIRITUAL FOUNDATIONS TO PREPARE THEM TO BE PRODUCTIVE AND RESPECTFUL CONTRIBUTORS TO A GLOBAL SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,912,547 | ExpenseAmt |
| Grant | $1,621,186 | GrantAmt |
| Revenue | $11,360,045 | RevenueAmt |
| Desc | THE WESLEY SCHOOL SEEKS TO INSTILL IN ITS STUDENTS A STRONG INDIVIDUAL GROWTH AND CREATIVITY, AS WELL AS A SENSE OF SOCIAL RESPONSIBILITY. THE WESLEY SCHOOL CELEBRATES COMMUNITY SPIRIT AND RELIES ON PARENT SUPPORT AND INVOLVEMENT TO SUCCESSFULLY ACHIEVE ITS MISSION.DURING THE FISCAL YEAR ENDED JUNE 30, 2024, 299 STUDENTS WERE ENROLLED IN GRADES KINDERGARTEN THROUGH EIGHTH GRADE AND 74 STUDENTS RECEIVED FINANCIAL AID. | Desc |
| Total Program Service Expenses | $10,912,547 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 114 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | GEORGIANN HUFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8185084542 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4832 TUJUNGA AVE | AddressLine1Txt |
| City | NORTH HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 916014520 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 |
|---|---|---|---|---|---|---|---|
| DAVID MONAHAN | |||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNY HOLLIER | |||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARISSA SEEMAN | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE NATIVIDAD | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELLE ALBERT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY DIBIANCA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELANIE ELLIOTT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON FRIEDMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMANTHA HAMPAR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THORDIS HOWARD | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY KIRKPATRICK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA LANGE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANETT HERMOSILLO MEYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDDIE O'FLAHERTY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE PINNOCK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CONRAD SISON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL TING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HILLARY TURNER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN WALDMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE GALLES | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $304,191 | $0 | $25,117 | ||
| GEORGIANN HUFF | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $180,697 | $0 | $25,145 | ||
| VERENA DENOVE | |||||||
| ASSOCIATE HEAD OF SCHOOL | 40.00 | $186,054 | $0 | $25,459 | Yes (X) | ||
| GREGORY ARMBRISTER | |||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | $176,633 | $0 | $23,184 | Yes (X) | ||
| GEORGE ELEFTHERIADES | |||||||
| MS ENGLISH/ 7TH/8TH DEAN | 40.00 | $150,056 | $0 | $14,818 | Yes (X) | ||
| TAMMYLYNN RODRIGUEZ | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $143,835 | $0 | $7,735 | Yes (X) | ||
| ANNETTE MARLA SIMON | |||||||
| MS ENLGLISH/HISTORY, 5TH/6TH DEAN | 40.00 | $109,184 | $0 | $22,884 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,250,650 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $144,342 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 |
|---|---|---|---|---|---|
| PACIFIC PLATINUM SERVICES | |||||
| 4316 CRABAPPLE COURT | MOORPARK | CA | 93021 | SECURITY, CLEANING, BUS SERVICES | $394,670 |
| AMERICAN COUNCIL FOR INTERNATIONAL STUDI | |||||
| 330 CONGRESS ST SUITE 5 | BOSTON | MA | 02210 | OVERSEAS FIELD TRIP | $184,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $237,939 | FundraisingAmt |
| Government Grants | $823,874 | GovernmentGrantsAmt |
| All Other Contributions | $570,263 | AllOtherContributionsAmt |
| Noncash Contributions | $20,878 | NoncashContributionsAmt |
| Total Contributions | $1,632,076 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $10,840,125 | $10,840,125 |
| AUXILIARY PROGRAMS | 611600 | $477,576 | $477,576 |
| INSTRUCTIONAL PROGRAMS | 611600 | $42,344 | $42,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,360,045 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,244 | TotalRevenueColumnAmt |
| Exclusion | $5,244 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $524,896 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $485,755 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,141 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,141 | TotalRevenueColumnAmt |
| Exclusion | $39,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $88,319 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $237,939 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $193,476 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$105,157 | TotalRevenueColumnAmt |
| Exclusion | -$105,157 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,881 | TotalRevenueColumnAmt |
| Exclusion | $5,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,881 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,937,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,360,045 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$54,891 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,621,186 | TotalAmt |
| Program Services | $1,621,186 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,697 | TotalAmt |
| Program Services | $218,636 | ProgramServicesAmt |
| Management And General | $329,478 | ManagementAndGeneralAmt |
| Fundraising | $17,583 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,053,155 | TotalAmt |
| Program Services | $5,094,022 | ProgramServicesAmt |
| Management And General | $758,402 | ManagementAndGeneralAmt |
| Fundraising | $200,731 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,705 | TotalAmt |
| Program Services | $184,674 | ProgramServicesAmt |
| Management And General | $26,544 | ManagementAndGeneralAmt |
| Fundraising | $6,487 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,922 | TotalAmt |
| Program Services | $636,146 | ProgramServicesAmt |
| Management And General | $119,100 | ManagementAndGeneralAmt |
| Fundraising | $23,676 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,824 | TotalAmt |
| Program Services | $376,766 | ProgramServicesAmt |
| Management And General | $84,627 | ManagementAndGeneralAmt |
| Fundraising | $17,431 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,680 | TotalAmt |
| Management And General | $95,680 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,136 | TotalAmt |
| Management And General | $178,136 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,577 | TotalAmt |
| Management And General | $3,577 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,590 | TotalAmt |
| Program Services | $88,384 | ProgramServicesAmt |
| Management And General | $73,307 | ManagementAndGeneralAmt |
| Fundraising | $899 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,134 | TotalAmt |
| Management And General | $37,893 | ManagementAndGeneralAmt |
| Fundraising | $49,241 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,953 | TotalAmt |
| Program Services | $105,366 | ProgramServicesAmt |
| Management And General | $91,730 | ManagementAndGeneralAmt |
| Fundraising | $3,857 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,896 | TotalAmt |
| Program Services | $114,616 | ProgramServicesAmt |
| Management And General | $22,485 | ManagementAndGeneralAmt |
| Fundraising | $1,795 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,129 | TotalAmt |
| Program Services | $814,577 | ProgramServicesAmt |
| Management And General | $159,796 | ManagementAndGeneralAmt |
| Fundraising | $12,756 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,302 | TotalAmt |
| Program Services | $103,143 | ProgramServicesAmt |
| Management And General | $99,421 | ManagementAndGeneralAmt |
| Fundraising | $45,738 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,825 | TotalAmt |
| Program Services | $279,597 | ProgramServicesAmt |
| Management And General | $54,850 | ManagementAndGeneralAmt |
| Fundraising | $4,378 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,611 | TotalAmt |
| Program Services | $192,474 | ProgramServicesAmt |
| Management And General | $43,232 | ManagementAndGeneralAmt |
| Fundraising | $8,905 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INSTRUCTIONAL EXPENSES | $628,425 | $628,425 | ||
| SECURITY | $378,848 | $312,624 | $61,328 | $4,896 |
| AUXILIARY EXPENSES | $140,617 | $140,617 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,781 | TotalAmt |
| Program Services | $1,294 | ProgramServicesAmt |
| Management And General | $20,428 | ManagementAndGeneralAmt |
| Fundraising | $59 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,570,993 | TotalAmt |
| Program Services | $10,912,547 | ProgramServicesAmt |
| Management And General | $2,260,014 | ManagementAndGeneralAmt |
| Fundraising | $398,432 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,368,352 | BOYAmt |
| EOY | $2,408,203 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,399 | BOYAmt |
| EOY | $657,507 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,740 | BOYAmt |
| EOY | $828,859 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,195 | BOYAmt |
| EOY | $6,885,718 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,526 | BOYAmt |
| EOY | $238,912 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,529,840 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,410,698 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,205,887 | BOYAmt |
| EOY | $6,119,142 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,397,811 | BOYAmt |
| EOY | $1,619,450 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,342,567 | BOYAmt |
| EOY | $10,062,163 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,281,477 | BOYAmt |
| EOY | $28,819,954 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,101 | BOYAmt |
| EOY | $802,604 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,725,308 | BOYAmt |
| EOY | $11,299,188 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,394,956 | BOYAmt |
| EOY | $13,336,855 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,447,365 | BOYAmt |
| EOY | $25,438,647 | 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 | $3,547,742 | BOYAmt |
| EOY | $3,122,402 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,370 | BOYAmt |
| EOY | $258,905 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,834,112 | BOYAmt |
| EOY | $3,381,307 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,281,477 | BOYAmt |
| EOY | $28,819,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$633,763 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $180,958 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $19,000 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | SCHOLARLY USE | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,403,387 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $216,522 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,619,909 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,279,289 | BeginningYearBalanceAmt |
| Contributions | $1,500 | ContributionsAmt |
| Investment Earnings Or Losses | $122,598 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,403,387 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,433,410 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$155,121 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,279,289 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,144,384 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $288,026 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,433,410 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $537,426 | BeginningYearBalanceAmt |
| Contributions | $563,370 | ContributionsAmt |
| Investment Earnings Or Losses | $43,588 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,144,384 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.86330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08030 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05640 | 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 | $830,426 | OtherCostOrOtherBasisAmt |
| Book Value | $830,426 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,978,380 | OtherCostOrOtherBasisAmt |
| Depreciation | $614,451 | DepreciationAmt |
| Book Value | $3,363,929 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,762,878 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,927,830 | DepreciationAmt |
| Book Value | $1,835,048 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $697,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $632,432 | DepreciationAmt |
| Book Value | $64,721 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $261,003 | OtherCostOrOtherBasisAmt |
| Depreciation | $235,985 | DepreciationAmt |
| Book Value | $25,018 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,119,142 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ARTWORK | $19,000 |
| FINANCING RIGHT-OF-USE ASSETS | $85,196 |
| OPERATING RIGHT-OF-USE ASSET | $9,957,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,062,163 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FINANCE LEASE LIABILITY | $88,293 |
| OPERATING LEASE LIABILITY | $13,248,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,336,855 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,686,901 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $180,958 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $193,476 | OtherRevenueAmt |
| Revenue Not Reported | $374,434 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,312,467 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,577 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,621,186 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,624,763 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,937,230 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,139,706 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $193,476 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $193,476 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,946,230 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,577 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,621,186 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,624,763 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,570,993 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE SCHOOL HAS A PAINTING DISPLAYED IN ITS LOBBY, AND IT IS AVAILABLE FOR SCHOLARLY USE. |
| PART V, LINE 4: | APPROPRIATION OF ENDOWMENT ASSETS FOR EXPENDITURE WILL BE USED FOR OPERATIONS, INFRASTRUCTURE REDEVELOPMENT, AND OTHER CAPITAL PROJECTS FOR THE BENEFIT OF THE SCHOOL AND THE PROGRAMS THE SCHOOL SUPPORTS. |
| PART X, LINE 2: | THE ORGANIZATION 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 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENT REVENUE 193,476. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,621,186. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENT REVENUE 193,476. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,621,186. |
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 NONDISCRIMINATION POLICY WAS PUBLISHED IN THE CAL-ISBOA MEMBERSHIP PUBLICATION AND POSTED ON THE SCHOOL'S WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $213,903 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $142,677 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $71,226 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $60,315 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,225 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $31,836 | OtherDirectExpensesEvent1Amt |
| Event2 | HOLIDAY BOUTIQUE | Event2Nm |
| Gross Receipts Event2 | $31,852 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $14,759 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $17,093 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $17,093 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $80,503 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $80,503 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $61,757 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $326,258 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $237,939 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $88,319 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $60,315 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,225 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $110,686 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $193,476 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$105,157 | 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 AID | GrantTypeTxt |
| Recipient | 74 | RecipientCnt |
| Non Cash Assistance | $1,621,186 | 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 WESLEY SCHOOL HAS ALWAYS PLACED A VERY HIGH PRIORITY ON BEING A PLACE WHERE AN INDEPENDENT SCHOOL EDUCATION SHOULD BE AVAILABLE TO AS MANY YOUNG PEOPLE AS POSSIBLE, REGARDLESS OF FINANCIAL SITUATION. IN ORDER FOR US TO ALLOCATE OUR RESOURCES WISELY AND FAIRLY, WE HAVE ENLISTED THE HELP OF ISM, INDEPENDENT SCHOOL MANAGEMENT, AND THEIR FAST (FINANCIAL AID FOR SCHOOL TUITION) PROGRAM. ISM'S FAST DOES NOT DECIDE WHETHER FINANCIAL ASSISTANCE WILL BE GIVEN OR HOW MUCH TO GIVE; RATHER FAST PROVIDES A NEED-BASED FINANCIAL AID ANALYSIS SERVICE. FAST PROVIDES THE SCHOOL WITH A REPORT, WHICH INCLUDES A RECOMMENDATION OF WHAT A FAMILY SHOULD REASONABLY CONTRIBUTE TOWARD TUITION. IN REVIEWING EACH APPLICATION FOR AID, THE FINANCIAL AID COMMITTEE CONSIDERS BOTH THE FAST RECOMMENDATION AND ALL OTHER ADDITIONAL INFORMATION PROVIDED BY EACH FAMILY, INCLUDING A FAMILY'S ADDITIONAL DEPENDENTS, THEIR DEBTS, EXPENSES, AND PRIORITY OF SPENDING, AS WELL AS ALL SOURCES OF INCOME. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JULIE GALLES | ||||||||||||||
| HEAD OF SCHOOL | $304,191 | $0 | $0 | $0 | $0 | $0 | $15,888 | $0 | $9,229 | $0 | $329,308 | $0 | $0 | $0 |
| VERENA DENOVE | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL | $186,054 | $0 | $0 | $0 | $0 | $0 | $9,378 | $0 | $16,081 | $0 | $211,513 | $0 | $0 | $0 |
| GEORGIANN HUFF | ||||||||||||||
| DIRECTOR OF FINANCE | $180,697 | $0 | $0 | $0 | $0 | $0 | $9,198 | $0 | $15,947 | $0 | $205,842 | $0 | $0 | $0 |
| GREGORY ARMBRISTER | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $176,633 | $0 | $0 | $0 | $0 | $0 | $9,167 | $0 | $14,017 | $0 | $199,817 | $0 | $0 | $0 |
| GEORGE ELEFTHERIADES | ||||||||||||||
| MS ENGLISH/ 7TH/8TH DEAN | $150,056 | $0 | $0 | $0 | $0 | $0 | $7,690 | $0 | $7,128 | $0 | $164,874 | $0 | $0 | $0 |
| TAMMYLYNN RODRIGUEZ | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $143,835 | $0 | $0 | $0 | $0 | $0 | $7,139 | $0 | $596 | $0 | $151,570 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE HEAD OF SCHOOL DISCRETIONARY ACCOUNT IS AN APPROVED BUDGET LINE ITEM TO ALLOW THE HEAD OF SCHOOL TO DO SUCH THINGS AS MEALS WITH PEOPLE, GIFTS, ETC THAT ULTIMATELY BENEFIT THE SCHOOL AND HIS/HER PRESENCE BOTH INSIDE & OUTSIDE OF THE IMMEDIATE SCHOOL COMMUNITY. HIS/HER CREDIT CARD EXPENDITURES ARE REVIEWED AND SIGNED OFF BY THE FINANCE CHAIR OF THE BOARD ON A SEMI-MONTHLY BASIS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (5 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $22,000 | FINANCIAL AID | FINANCIAL ASSISTANCE |
| $17,685 | FINANCIAL AID | FINANCIAL ASSISTANCE |
| $15,000 | FINANCIAL AID | FINANCIAL ASSISTANCE |
| $15,000 | FINANCIAL AID | FINANCIAL ASSISTANCE |
| $35,750 | FINANCIAL AID | FINANCIAL ASSISTANCE |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | MEMBERS OF THE COMMITTEE ON TRUSTEES AND THE EXECUTIVE COMMITTEE SHALL BE CHOSEN FROM AMONG THE TRUSTEES AND THEIR MEMBERSHIP ON ANY OF SAID COMMITTEES SHALL TERMINATE IF THEY CEASE TO BE A TRUSTEE. THE CHAIR OF THE BOARD AND THE HEAD OF SCHOOL SHALL EACH BE AN EX-OFFICIO MEMBER OF ALL COMMITTEES, WITHOUT VOTE, EXCEPT THAT THE CHAIR OF THE BOARD SHALL BE ENTITLED TO VOTE AS A MEMBER OF THE EXECUTIVE COMMITTEE AND THE COMMITTEE ON TRUSTEES. ALL STANDING COMMITTEES SHALL FROM TIME TO TIME REPORT THEIR ACTIVITIES TO THE BOARD ON MATTERS REFERRED TO THEM OR FALLING WITHIN THEIR RESPECTIVE FIELDS OF INTEREST AS SET FORTH HEREIN. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, VICE CHAIR, TREASURER AND SECRETARY OF THE BOARD AND SHALL EXERCISE SUCH POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, EXCEPT THE POWER TO ADOPT, AMEND OR REPEAL THE BYLAWS OR TAKING ANY OTHER ACTION WHICH HAS BEEN SPECIFICALLY RESERVED TO THE BOARD OF TRUSTEES, AS MAY BE DELEGATED TO IT BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND THEN SENT TO THE BOARD OF TRUSTEES FOR ANY COMMENTS OR QUESTIONS PRIOR TO FINALIZATION OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | SELF-DEALING BY TRUSTEES HAVING A MATERIAL FINANCIAL INTEREST IN AN ITEM BEFORE THE BOARD IS STRICTLY PROHIBITED. EVERY TRUSTEE OF THE BOARD SHALL DISCLOSE TO THE BOARD ANY RELATIONSHIP WHICH HE OR SHE MAY HAVE WITH ANY PERSON, CORPORATION OR OTHER ENTITY WITH WHOM THIS CORPORATION PROPOSES TO ENTER INTO ANY CONTRACT OR OTHER TRANSACTION AND WHICH WILL OR MAY RESULT IN FINANCIAL GAIN OR ADVANTAGE TO SUCH TRUSTEE BY REASON OF SUCH RELATIONSHIP. IF A TRUSTEE SHALL FAIL TO MAKE SUCH DISCLOSURE BEFORE THE CORPORATION ENTERS INTO SUCH CONTRACT OR TRANSACTION, THE BOARD MAY REQUEST HIS OR HER RESIGNATION AND SAID TRUSTEE SHALL BE LIABLE TO THE CORPORATION FOR SUCH FINANCIAL GAIN AND OTHER DAMAGES. THE BOARD MAY AUTHORIZE THE CORPORATION TO ENTER INTO A TRANSACTION BETWEEN THE CORPORATION AND A TRUSTEE OR AN ENTITY IN WHICH THE TRUSTEE HAS A MATERIAL FINANCIAL INTEREST PROVIDED (I) THE TRUSTEE WITH THE INTEREST REVEALS HIS OR HER INTEREST TO THE BOARD AND DOES NOT VOTE ON THE TRANSACTION, (II) THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION, (III) THE BOARD DETERMINES IN GOOD FAITH AFTER REASONABLE INVESTIGATION THAT THE CORPORATION COULD NOT REASONABLY HAVE OBTAINED TERMS AND CONDITIONS FOR SUCH TRANSACTION WHICH ARE MATERIALLY BETTER FROM DISINTERESTED PARTIES OR SOURCES, AND (IV) THE CORPORATION ENTERED INTO THE TRANSACTION FOR ITS OWN. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD, WITH ADVISEMENT OF A LAWYER, REVIEWS ALL DOCUMENTS, INCLUDING COMPARABLE SALARIES OF SCHOOLS WITHIN THE LOS ANGELES AREA. BASED ON THIS INFORMATION, A FAIR COMPENSATION IS DETERMINED FOR THE HEAD OF SCHOOL. THIS COMMITTEE PERFORMS THESE DUTIES FOR THE ORGANIZATION'S HEAD OF SCHOOL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |