WAVERLY SCHOOL: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WAVERLY SCHOOL (EIN 95-4869859)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-09-28
- IRS object ID
- 202312719349300226
- Schema version
- 2021v4.2
- 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 | 2023-09-28T12:03:38-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 301 NORTH LAKE AVENUE SUITE 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954869859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WAVERLY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAVE | BusinessNameControlTxt |
| Phone | 6267925940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 WEST BELLEVUE DRIVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARKE WEATHERSPOON | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 6267925940 | PhoneNum |
| Signature | 2023-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLARKE | PersonFirstNm |
| Person Last | WEATHERSPOON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN LO | PreparerPersonNm |
| PTIN | P02141262 | PTIN |
| Phone | 6267933600 | PhoneNum |
| Preparation | 2023-09-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLARKE WEATHERSPOON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 WEST BELLEVUE DRIVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,258,435 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEWAVERLYSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE CURIOUS, RESOURCEFUL, AND CONFIDENT LEARNERS FROM PRESCHOOL THROUGH TWELFTH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,253,398 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,197,498 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,040,118 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,914,613 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$19,177 | PYOtherRevenueAmt |
| CY Other Revenue | $106,334 | CYOtherRevenueAmt |
| PY Total Revenue | $10,274,339 | PYTotalRevenueAmt |
| CY Total Revenue | $11,218,445 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,647,215 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,475,252 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,230,486 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,957,569 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $209,027 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,327,081 | PYOtherExpensesAmt |
| CY Other Expenses | $2,289,123 | CYOtherExpensesAmt |
| PY Total Expenses | $10,204,782 | PYTotalExpensesAmt |
| CY Total Expenses | $10,721,944 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $69,557 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $496,501 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,281,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,060,172 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,443,638 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,089,501 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,837,551 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,970,671 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WAVERLY SCHOOL IS A NONSECTARIAN, COEDUCATIONAL, COLLEGE PREPARATORY PROGRESSIVE DAY SCHOOL THAT SPANS PRESCHOOL THROUGH HIGH SCHOOL. IT IS FULLY ACCREDITED BY THE WESTERN ASSOCIATION OF SCHOOL AND COLLEGES AND THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS.THE SCHOOL PROMOTES CONFIDENT, CURIOUS, RESOURCEFUL LEARNERS WHO DEMONSTRATE INTELLECTUAL ENGAGEMENT, CRITICAL AND CREATIVE THINKING, RESPECT FOR INDIVIDUAL DIFFERENCES, AND A STRONG SENSE OF PERSONAL AND SOCIAL RESPONSIBILITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,674,428 | ExpenseAmt |
| Grant | $2,475,252 | GrantAmt |
| Revenue | $9,914,613 | RevenueAmt |
| Desc | THE WAVERLY SCHOOL IS A NON-PROFIT, EDUCATIONAL INSTITUTION, SERVING CHILDREN FROM PRESCHOOL THROUGH TWELFTH GRADE. THE CURRENT WHOLE SCHOOL ENROLLMENT IS 339 STUDENTS. FAMILIES WHO CHOSE THE WAVERLY SCHOOL COME FROM DIVERSE BACKGROUNDS IN TERMS OF THEIR ETHNICITY, CULTURE, SOCIOECONOMIC STATUS, PROFESSION AND EDUCATIONAL ATTAINMENT LEVEL. | Desc |
| Total Program Service Expenses | $9,674,428 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 103 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | JULI KHOE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6267925940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 WEST BELLEVUE DRIVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 |
|---|---|---|---|---|---|---|---|
| HEIDI JOHNSON | |||||||
| HEAD OF SCHOOL THRU 6/30/21 | 50.00 | Yes (X) | Yes (X) | $163,320 | $0 | $16,260 | |
| JOHN HUBER | |||||||
| INTERIM HEAD OF SCHOOL FROM 7/1/21 | 50.00 | Yes (X) | Yes (X) | $149,695 | $0 | $13,941 | |
| SERITA YOUNG | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JESSICA CLEMENTS | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOANNE TOLL | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN LOFGREN | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANTHONY ALVARADO | |||||||
| BOARD MEMBER FROM 8/1/21 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LORNE GREEN | |||||||
| BOARD MEMBER FROM 8/1/21 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN GREENSTONE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH LAWRENCE | |||||||
| BOARD MEMBER FROM 8/1/21 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE LENNON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT LEAWPRASERT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY LOPATA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NOAH MAYER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KESEH MORGAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VIJAY NATRAJ | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN ROUNTREE | |||||||
| BOARD MEMBER FROM 8/1/21 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NADINE TANIO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACEY FISS | |||||||
| BUSINESS MANAGER THRU 6/30/21 | 40.00 | Yes (X) | $66,537 | $0 | $10,099 | ||
| JULI KHOE | |||||||
| BUSINESS MANAGER FROM 7/1/21 | 40.00 | Yes (X) | $66,204 | $0 | $2,596 | ||
| JASON GOTTLIEB | |||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | $185,495 | $0 | $22,326 | Yes (X) | ||
| AMY SLOBODA | |||||||
| MIDDLE SCHOOL DIRECTOR | 40.00 | $103,500 | $0 | $1,200 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $734,751 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,422 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $23,193 | FundraisingAmt |
| Government Grants | $835,945 | GovernmentGrantsAmt |
| All Other Contributions | $338,360 | AllOtherContributionsAmt |
| Noncash Contributions | $14,462 | NoncashContributionsAmt |
| Total Contributions | $1,197,498 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $9,391,176 | $9,391,176 |
| AFTERSCHOOL PROGRAMS | 611710 | $184,506 | $184,506 |
| OTHER FEES | 611710 | $155,046 | $155,046 |
| OTHER INSTRUCTIONAL PROGRAMS | 611710 | $154,050 | $154,050 |
| AUXILIARY INCOME | 611710 | $29,835 | $29,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,914,613 | TotalProgramServiceRevenueAmt |
| Fundraising Gross Income | $146,269 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $23,193 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,990 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,279 | TotalRevenueColumnAmt |
| Exclusion | $106,279 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $55 | TotalRevenueColumnAmt |
| Exclusion | $55 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $55 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,218,445 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,914,613 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $106,334 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,475,252 | TotalAmt |
| Program Services | $2,475,252 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,281 | TotalAmt |
| Program Services | $259,460 | ProgramServicesAmt |
| Management And General | $160,388 | ManagementAndGeneralAmt |
| Fundraising | $32,433 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,440,727 | TotalAmt |
| Program Services | $4,243,638 | ProgramServicesAmt |
| Management And General | $88,658 | ManagementAndGeneralAmt |
| Fundraising | $108,431 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,045 | TotalAmt |
| Program Services | $151,472 | ProgramServicesAmt |
| Management And General | $7,659 | ManagementAndGeneralAmt |
| Fundraising | $3,914 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,561 | TotalAmt |
| Program Services | $461,501 | ProgramServicesAmt |
| Management And General | $21,990 | ManagementAndGeneralAmt |
| Fundraising | $14,070 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,955 | TotalAmt |
| Program Services | $372,130 | ProgramServicesAmt |
| Management And General | $20,271 | ManagementAndGeneralAmt |
| Fundraising | $11,554 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,157 | TotalAmt |
| Management And General | $120,606 | ManagementAndGeneralAmt |
| Fundraising | $3,551 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,395 | TotalAmt |
| Management And General | $48,395 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,137 | TotalAmt |
| Program Services | $253,908 | ProgramServicesAmt |
| Management And General | $12,885 | ManagementAndGeneralAmt |
| Fundraising | $7,344 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,115 | TotalAmt |
| Program Services | $5,633 | ProgramServicesAmt |
| Management And General | $307 | ManagementAndGeneralAmt |
| Fundraising | $175 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,593 | TotalAmt |
| Program Services | $44,763 | ProgramServicesAmt |
| Management And General | $2,440 | ManagementAndGeneralAmt |
| Fundraising | $1,390 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,779 | TotalAmt |
| Program Services | $478,791 | ProgramServicesAmt |
| Management And General | $14,642 | ManagementAndGeneralAmt |
| Fundraising | $8,346 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,118 | TotalAmt |
| Program Services | $1,951 | ProgramServicesAmt |
| Management And General | $106 | ManagementAndGeneralAmt |
| Fundraising | $61 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,534 | TotalAmt |
| Program Services | $10,625 | ProgramServicesAmt |
| Management And General | $579 | ManagementAndGeneralAmt |
| Fundraising | $330 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,688 | TotalAmt |
| Management And General | $314,688 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,293 | TotalAmt |
| Program Services | $232,416 | ProgramServicesAmt |
| Management And General | $12,661 | ManagementAndGeneralAmt |
| Fundraising | $7,216 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,648 | TotalAmt |
| Program Services | $53,106 | ProgramServicesAmt |
| Management And General | $2,893 | ManagementAndGeneralAmt |
| Fundraising | $1,649 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $444,082 | $444,082 | ||
| BANK CHARGES AND FEES | $165,172 | $152,159 | $8,289 | $4,724 |
| PROFESSIONAL DEVELOPMEN | $19,494 | $17,958 | $978 | $558 |
| BAD DEBT | $14,787 | $14,787 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,131 | TotalAmt |
| Program Services | $796 | ProgramServicesAmt |
| Management And General | $54 | ManagementAndGeneralAmt |
| Fundraising | $3,281 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,721,944 | TotalAmt |
| Program Services | $9,674,428 | ProgramServicesAmt |
| Management And General | $838,489 | ManagementAndGeneralAmt |
| Fundraising | $209,027 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,421,694 | BOYAmt |
| EOY | $4,385,472 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,550 | BOYAmt |
| EOY | $1,200 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,431 | BOYAmt |
| EOY | $54,795 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,628 | BOYAmt |
| EOY | $78,117 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,707,511 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,185,118 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,730,360 | BOYAmt |
| EOY | $10,522,393 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,526 | BOYAmt |
| EOY | $18,195 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,281,189 | BOYAmt |
| EOY | $15,060,172 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,267 | BOYAmt |
| EOY | $452,833 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,907,189 | BOYAmt |
| EOY | $3,314,843 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,498,237 | BOYAmt |
| EOY | $8,321,825 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,945 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,443,638 | BOYAmt |
| EOY | $12,089,501 | 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 | $2,769,001 | BOYAmt |
| EOY | $2,899,471 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,550 | BOYAmt |
| EOY | $71,200 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,837,551 | BOYAmt |
| EOY | $2,970,671 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,281,189 | BOYAmt |
| EOY | $15,060,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $496,501 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$363,381 | PriorPeriodAdjustmentsAmt |
| 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,633,270 | OtherCostOrOtherBasisAmt |
| Book Value | $4,633,270 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,161,627 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,416,787 | DepreciationAmt |
| Book Value | $5,744,840 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $503,683 | OtherCostOrOtherBasisAmt |
| Depreciation | $426,775 | DepreciationAmt |
| Book Value | $76,908 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $328,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $261,556 | DepreciationAmt |
| Book Value | $67,375 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,522,393 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,743,193 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$2,475,252 | OtherRevenueAmt |
| Revenue Not Reported | -$2,475,252 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,218,445 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,218,445 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,246,692 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,246,692 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,475,252 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,475,252 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,721,944 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SCHOOL IS A NONPROFIT CORPORATION DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(A) OF THE CODE. THE SCHOOL IS ALSO EXEMPT FROM STATE INCOME TAXATION UNDER 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. U.S. GAAP PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION 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: | TUITION ASSISTANCE -2,475,252. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 2,475,252. |
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 | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SEE PART II. |
| SCHEDULE E, PART I, LINE 6 | FORGIVENESS OF PAYCHECK PROTECTION PROGRAM LOAN. |
| LINE 3 - EXPLANATION OF NONDISCRIMINATION POLICY | THE WAVERLY SCHOOL CELEBRATES DIVERSITY AND FOSTERS AN ATMOSPHERE OF MUTUAL RESPECT. THE SCHOOL SEEKS TO REFLECT THE DIVERSE RACIAL, ETHNIC, SOCIAL AND ECONOMIC BACKGROUNDS OF OUR COMMUNITY THROUGHOUT ALL THREE SCHOOLS. FAMILIES WHO CHOOSE THE WAVERLY SCHOOL FOR THEIR CHILDREN COME FROM DIVERSE BACKGROUNDS PROFESSIONALLY, ACADEMICALLY, SOCIALLY, ECONOMICALLY, RACIALLY AND ETHNICALLY. THE STUDENT NON-DISCRIMINATORY POLICY IS PUBLISHED IN OUR ADMISSIONS MATERIALS AND ON OUR WEB SITE. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT | Event1Nm |
| Gross Receipts Event1 | $78,558 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,225 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $59,333 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $6,181 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $12,667 | OtherDirectExpensesEvent1Amt |
| Event2 | JOGATHON | Event2Nm |
| Gross Receipts Event2 | $56,071 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,968 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $52,103 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $1,395 | FoodAndBeverageEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $25,608 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $25,608 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $11,014 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $71 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $160,237 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $23,193 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $137,044 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $18,590 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,738 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $31,328 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $105,716 | 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 | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 132 | RecipientCnt |
| Non Cash Assistance | $2,475,252 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECT CREDIT APPLIED TO STUDENT ACCOUNTS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | CONSISTENT WITH OUR MISSION, WAVERLY'S COMMUNITY IS SOCIOECONOMICALLY DIVERSE. A FULL THIRD OF OUR STUDENTS RECEIVE TUITION ASSISTANCE. WE ARE COMMITTED TO THESE STUDENTS AND THEIR FAMILIES, WHO ARE A VITAL PART OF OUR COMMUNITY. TUITION ASSISTANCE IS AWARDED ON THE BASIS OF PROVEN NEED AND THE AVAILABILITY OF FUNDS. ADMISSIONS DECISIONS ARE NEED-BLIND. TUITION ASSISTANCE APPLICATIONS ARE DUE NO LATER THAN FEBRUARY 1ST OF EACH YEAR IN ORDER TO BE CONSIDERED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JASON GOTTLIEB | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $185,495 | $0 | $0 | $0 | $0 | $0 | $13,606 | $0 | $8,720 | $0 | $207,821 | $0 | $0 | $0 |
| HEIDI JOHNSON | ||||||||||||||
| HEAD OF SCHOOL THRU 6/30/21 | $163,320 | $0 | $0 | $0 | $0 | $0 | $11,901 | $0 | $4,359 | $0 | $179,580 | $0 | $0 | $0 |
| JOHN HUBER | ||||||||||||||
| INTERIM HEAD OF SCHOOL FROM 7/1/21 | $137,195 | $0 | $12,500 | $0 | $0 | $0 | $10,500 | $0 | $3,441 | $0 | $163,636 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL'S COMPENSATION SUBCOMMITTEE APPROVED A PERFORMANCE BONUS IN THE AMOUNT OF $12,500 FOR MEETING AND EXCEEDING GOALS AS INTERIM HEAD OF SCHOOL FOR THE 2021-2022 SCHOOL YEAR. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $184,855 | CashGrantAmt |
| Type Of Assistance | TUITION ASSISTANCE | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION ASSISTANCE | AssistancePurposeTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE EXERCISES ALL OF THE AUTHORITY OF THE BOARD BETWEEN MEETINGS OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD'S TREASURER IS RESPONSIBLE FOR REVIEWING THE DRAFT INFORMATION RETURNS WITH THE HEAD OF SCHOOL AND THE PREPARER PRIOR TO FILING. A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. THE FINANCE COMMITTEE REVIEWS THE RETURN IN DETAIL AT ITS NEXT REGULARLY SCHEDULED MEETING, EITHER BEFORE OR AFTER FILING. THE HEAD OF SCHOOL SIGNS THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THIS CONFLICTS OF INTEREST POLICY SHALL BE REVIEWED BY, AND A CONFLICTS OF INTEREST DISCLOSURE STATEMENT COMPLETED BY, EVERY TRUSTEE AND OFFICER ON AN ANNUAL BASIS. EACH COMPLETED DISCLOSURE STATEMENT SHALL THEN BE REVIEWED ANNUALLY BY THE BOARD. THE BOARD SHALL DETERMINE, IF ANY CONFLICT OF INTEREST THAT HAS BEEN DISCLOSED, EITHER IN THE CONFLICTS OF INTEREST DISCLOSURE STATEMENT OR AT ANY OTHER TIME PURSUANT TO THE CONFLICTS OF INTEREST POLICY, REQUIRES FURTHER BOARD ACTION BEYOND MERE DISCLOSURE TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEAD OF SCHOOL'S (CHIEF EXECUTIVE) COMPENSATION WAS DETERMINED BY A REVIEW OF THE BOARD'S COMPENSATION COMMITTEE. THE MEMBERS OF THE COMMITTEE WERE FREE OF CONFLICTS OF INTEREST AND MET THE IRC REQUIREMENTS. THE HEAD OF SCHOOL WAS NOT A MEMBER OF THE COMMITTEE AND WAS NOT PRESENT FOR ANY OF THE COMMITTEE DISCUSSIONS. THE REVIEW WAS DONE USING COMPARABILITY DATA FOR SIMILAR ORGANIZATIONS. THIS DATA WAS COMPRISED OF COMPENSATION INFORMATION OBTAINED VIA REVIEW OF PUBLICLY AVAILABLE DOCUMENTS FOR HEADS OF SCHOOL FOR NON-PROFIT SCHOOLS IN THE SAN GABRIEL VALLEY AND ADJACENT LOCATIONS IN THE SAN FERNANDO VALLEY. THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE WERE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS IN AN EXECUTIVE SESSION WHICH EXCLUDED THE HEAD OF SCHOOL. THE HEAD OF SCHOOL WAS NOT PRESENT FOR DELIBERATIONS OR FOR THE VOTE. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION WAS MAINTAINED AS PART OF THE BOARD'S MINUTES OF ITS EXECUTIVE SESSION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE DOCUMENT IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST AT THE SCHOOL DURING NORMAL BUSINESS HOURS. |
| FORM 990, PART XII, LINE 2C | PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
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