BUCKLEY SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BUCKLEY SCHOOL (EIN 95-1750023)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-09
- IRS object ID
- 202521299349302307
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T10:22:17-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 60 SOUTH MARKET STREET SUITE 1550 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | 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 | 951750023 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUCKLEY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 8187831610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 STANSBURY AVENUE | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALONA SCOTT | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 8187831610 | PhoneNum |
| Signature | 2025-05-08 | 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 | SHALINI SAIDHA | PreparerPersonNm |
| PTIN | P01959812 | PTIN |
| Phone | 4082941025 | PhoneNum |
| Preparation | 2025-05-07 | 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 | ALONA SCOTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 STANSBURY AVENUE | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,802,403 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BUCKLEY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION IS AN INDEPENDENT CO-EDUCATIONAL, COLLEGE PREPARATORY DAY SCHOOL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 256 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,304,437 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,619,008 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,000,396 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,375,716 | CYProgramServiceRevenueAmt |
| PY Investment Income | $868,020 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,948,442 | CYInvestmentIncomeAmt |
| PY Other Revenue | $318,067 | PYOtherRevenueAmt |
| CY Other Revenue | $383,183 | CYOtherRevenueAmt |
| PY Total Revenue | $49,490,920 | PYTotalRevenueAmt |
| CY Total Revenue | $47,326,349 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,929,812 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,200,785 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,129,223 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,712,994 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,516,855 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,817,875 | PYOtherExpensesAmt |
| CY Other Expenses | $16,166,872 | CYOtherExpensesAmt |
| PY Total Expenses | $45,876,910 | PYTotalExpensesAmt |
| CY Total Expenses | $47,080,651 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,614,010 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $245,698 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $169,874,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,250,991 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $72,912,938 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,464,476 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $96,961,626 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $103,786,515 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BUCKLEY SCHOOL IS A DYNAMIC, NURTURING LEARNING COMMUNITY COMMITTED TO EQUITY AND INCLUSION. OUR INNOVATIVE TEACHERS AND CHALLENGING PROGRAMS INSPIRE CREATIVITY, COURAGE, AND COLLABORATION. BY PROMOTING A BALANCED DEVELOPMENT OF MIND, BODY, AND CHARACTER, WE ENCOURAGE EACH STUDENT TO FIND JOY AND MEANING IN LIFE AND MAKE AN IMPACT IN THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,805,172 | ExpenseAmt |
| Grant | $5,200,785 | GrantAmt |
| Revenue | $43,375,716 | RevenueAmt |
| Desc | THE SCHOOL IS SITUATED ON A NINETEEN ACRE CAMPUS IN A RESIDENTIAL SECTION OF SANTA MONICA MOUNTAINS, A SETTING OF NATURAL BEAUTY WITH ACCESS TO THE CULTURAL AND EDUCATIONAL RESOURCES OF THE LOS ANGELES METROPOLITAN AREA. WITH AN ENROLLMENT OF APPROXIMATELY 830 STUDENTS IN KINDERGARTEN THROUGH GRADE TWELVE, THE SCHOOL SEEKS TO ATTRACT STUDENTS WHO REFLECT THE ETHNIC DIVERSITY OF LOS ANGELES.BUCKLEY'S PHILOSOPHY, THE 4-FOLD PLAN OF EDUCATION, COMBINES THE PRINCIPLES OF WHOLE-CHILD EDUCATION - A DEEPLY INTER-CONNECTED PROGRAM OF ACADEMICS, THE ARTS, PHYSICAL DEVELOPMENT, AND MORAL EDUCATION. CURIOSITY, CRITICAL THINKING, AND CREATIVITY ARE ENCOURAGED AND PROMOTED. WE BELIEVE THAT STUDENTS' BEST WORK - IN THE CLASSROOM, IN THE ARTS, AND ON THE FIELD, CAN ONLY BE REALIZED THROUGH SELF-EXPRESSION AND RESILIENCE WITHIN AN INTENTIONAL PROGRAM.OUR LOWER SCHOOL BLENDS TRADITION AND STRUCTURE WITH PROGRESSIVE METHODOLOGIES. OUR MIDDLE AND UPPER SCHOOL IS COLLEGE PREPARATORY, BASED ON A PRESCRIBED CURRICULUM THAT EVOLVES TO INCLUDE THE BEST OF CURRENT RESEARCH AND TEACHING METHODOLOGIES. | Desc |
| Total Program Service Expenses | $36,805,172 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 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 | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 256 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 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 | ELIZABETH TURCHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8187831610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 STANSBURY AVENUE | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914234618 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| ALONA HILARY SCOTT | |||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $732,737 | $0 | $328,832 | ||||
| ELIZABETH M TURCHAN | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $420,006 | $0 | $52,363 | ||||
| ADRIENNE M PARSONS | |||||||||
| HEAD OF LOWER SCHOOL | 40.00 | $205,986 | $0 | $43,791 | Yes (X) | ||||
| SHERRIE SINGER | |||||||||
| HEAD OF UPPER SCHOOL | 40.00 | $196,998 | $0 | $9,944 | Yes (X) | ||||
| DONALD SMITH JR | |||||||||
| HEAD OF MIDDLE SCHOOL | 40.00 | $192,252 | $0 | $35,894 | Yes (X) | ||||
| ERWIN WONG | |||||||||
| DIRECTOR OF ENROLLMENT | 40.00 | $209,908 | $0 | $20,340 | Yes (X) | ||||
| GREGORY SACON | |||||||||
| DIR OF INNOVATIVE TEACHING & LEARNING | 40.00 | $185,468 | $0 | $44,040 | Yes (X) | ||||
| MICHELLE TOTANES | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | $197,851 | $0 | $10,631 | Yes (X) | ||||
| MICHAEL J PETRELLA | |||||||||
| TEACHER | 40.00 | $182,463 | $0 | $26,797 | Yes (X) | ||||
| GEORGE A RUSSO | |||||||||
| UPPER SCHOOL DEAN | 40.00 | $181,852 | $0 | $24,422 | Yes (X) | ||||
| MICHELLE WENKER SCHROTH | |||||||||
| FORMER HIGHEST COMPENSATED EMPLOYEE | 40.00 | $158,096 | $0 | $23,791 | Yes (X) | ||||
| BENJAMIN VEGA | |||||||||
| CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SHARI ROSENTHAL | |||||||||
| VICE CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DAVID SADKIN | |||||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JOSE-MANUEL DECASTRO | |||||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CHIP SELLERS | |||||||||
| PARLIAMENTARIAN | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ALIX MERKLEY | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| ANNE-MARIE BALZANO | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| BRIAN NUSSBAUM | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| FRANK JUNG | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE ELLIS | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| JACKIE GOLDBERG | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| JEN SHEFFIELD | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOSS HASTINGS-PRICE | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| KAREN RICHARDSON | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| KIRSTEN WINIKOFF | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARK NEHORAY | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| PEGGY PROCTOR | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| VINCENT TRAVAGLIONE | |||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,863,617 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $620,845 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 78 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIRST STUDENT INC | |||||
| 5950 SOUTH ST ANDREWS PLACE | LOS ANGELES | CA | 90047 | TRANSPORTATION SERVICES | $1,383,681 |
| FRESHLUNCHES | |||||
| 6800 OWENSMOUTH AVE350 | CANOGA PARK | CA | 91303 | FOOD SERVICE | $1,266,865 |
| LEE'S MAINTENANCE SERVICE | |||||
| 14740 KESWICK STREET | VAN NUYS | CA | 91405 | JANITORIAL SERVICES | $719,979 |
| EPCO PLUMBING | |||||
| 16787 BEACH BLVD 263 | HUNTINGTON BEACH | CA | 92647 | PLUMBING SERVICES | $248,699 |
| LIEBERT CASSIDY WHITMORE | |||||
| 6033 W CENTURY BLVD SUITE 500 | LOS ANGELES | CA | 90045 | LEGAL SERVICES | $230,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $128,876 | FundraisingAmt |
| All Other Contributions | $1,490,132 | AllOtherContributionsAmt |
| Noncash Contributions | $39,967 | NoncashContributionsAmt |
| Total Contributions | $1,619,008 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $43,375,716 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,375,716 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,375,716 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,948,442 | TotalRevenueColumnAmt |
| Exclusion | $1,948,442 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $270,184 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $270,184 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $270,184 | TotalRevenueColumnAmt |
| Exclusion | $270,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $501,877 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $128,876 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $476,054 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,823 | TotalRevenueColumnAmt |
| Exclusion | $25,823 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| HOT LUNCH | 611710 | $70,696 | $70,696 |
| MISCELLANEOUS | 611710 | $16,480 | $16,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $87,176 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,326,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,375,716 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,331,625 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,200,785 | TotalAmt |
| Program Services | $5,200,785 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,201,216 | TotalAmt |
| Program Services | $1,650,913 | ProgramServicesAmt |
| Management And General | $440,242 | ManagementAndGeneralAmt |
| Fundraising | $110,061 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,704,783 | TotalAmt |
| Program Services | $14,516,412 | ProgramServicesAmt |
| Management And General | $3,295,155 | ManagementAndGeneralAmt |
| Fundraising | $893,216 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,541 | TotalAmt |
| Program Services | $492,103 | ProgramServicesAmt |
| Management And General | $179,551 | ManagementAndGeneralAmt |
| Fundraising | $22,887 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,752,000 | TotalAmt |
| Program Services | $2,039,215 | ProgramServicesAmt |
| Management And General | $558,423 | ManagementAndGeneralAmt |
| Fundraising | $154,362 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,360,454 | TotalAmt |
| Program Services | $1,074,131 | ProgramServicesAmt |
| Management And General | $235,627 | ManagementAndGeneralAmt |
| Fundraising | $50,696 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,381 | TotalAmt |
| Management And General | $356,381 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,355 | TotalAmt |
| Management And General | $71,355 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,731 | TotalAmt |
| Management And General | $332,731 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,912,412 | TotalAmt |
| Program Services | $2,425,702 | ProgramServicesAmt |
| Management And General | $401,480 | ManagementAndGeneralAmt |
| Fundraising | $85,230 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,448,466 | TotalAmt |
| Program Services | $1,217,741 | ProgramServicesAmt |
| Management And General | $218,295 | ManagementAndGeneralAmt |
| Fundraising | $12,430 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160,488 | TotalAmt |
| Program Services | $761,942 | ProgramServicesAmt |
| Management And General | $344,122 | ManagementAndGeneralAmt |
| Fundraising | $54,424 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,202 | TotalAmt |
| Program Services | $6,541 | ProgramServicesAmt |
| Management And General | $4,195 | ManagementAndGeneralAmt |
| Fundraising | $466 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,373 | TotalAmt |
| Program Services | $185,474 | ProgramServicesAmt |
| Management And General | $75,899 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,685 | TotalAmt |
| Program Services | $881,349 | ProgramServicesAmt |
| Management And General | $220,336 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,997,838 | TotalAmt |
| Program Services | $2,248,379 | ProgramServicesAmt |
| Management And General | $749,459 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,492,330 | TotalAmt |
| Program Services | $1,996,202 | ProgramServicesAmt |
| Management And General | $496,128 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TRANSPORTATION | $1,203,489 | $1,203,489 | ||
| EQUIPMENT RENTAL/MAINT | $338,005 | $265,663 | $72,342 | |
| PRINTING AND PUBLICATIO | $202,066 | $158,263 | $31,186 | $12,617 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,277,051 | TotalAmt |
| Program Services | $480,868 | ProgramServicesAmt |
| Management And General | $675,717 | ManagementAndGeneralAmt |
| Fundraising | $120,466 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,080,651 | TotalAmt |
| Program Services | $36,805,172 | ProgramServicesAmt |
| Management And General | $8,758,624 | ManagementAndGeneralAmt |
| Fundraising | $1,516,855 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,897,526 | BOYAmt |
| EOY | $1,113,428 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,691,971 | BOYAmt |
| EOY | $15,599,436 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,844,045 | BOYAmt |
| EOY | $3,727,003 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,430 | BOYAmt |
| EOY | $1,099,432 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $120,017,009 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,076,111 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,365,766 | BOYAmt |
| EOY | $85,940,898 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,235,282 | BOYAmt |
| EOY | $25,683,472 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,462,544 | BOYAmt |
| EOY | $44,087,322 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,874,564 | BOYAmt |
| EOY | $177,250,991 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,729,749 | BOYAmt |
| EOY | $8,114,326 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,049,792 | BOYAmt |
| EOY | $23,996,026 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,813,117 | BOYAmt |
| EOY | $41,036,973 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,280 | BOYAmt |
| EOY | $317,151 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,912,938 | BOYAmt |
| EOY | $73,464,476 | 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 | $87,167,096 | BOYAmt |
| EOY | $92,227,721 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,794,530 | BOYAmt |
| EOY | $11,558,794 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,961,626 | BOYAmt |
| EOY | $103,786,515 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,874,564 | BOYAmt |
| EOY | $177,250,991 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $245,698 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,579,191 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,391,396 | BeginningYearBalanceAmt |
| Contributions | $11,117 | ContributionsAmt |
| Investment Earnings Or Losses | $6,129,404 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,818,000 | OtherExpendituresAmt |
| End Year Balance | $50,713,917 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,886,480 | BeginningYearBalanceAmt |
| Contributions | $22,939 | ContributionsAmt |
| Investment Earnings Or Losses | $4,163,201 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,681,224 | OtherExpendituresAmt |
| End Year Balance | $46,391,396 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,308,662 | BeginningYearBalanceAmt |
| Contributions | $37,571,308 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,783,409 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $210,081 | OtherExpendituresAmt |
| End Year Balance | $43,886,480 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,978,102 | BeginningYearBalanceAmt |
| Contributions | $49,045 | ContributionsAmt |
| Investment Earnings Or Losses | $2,391,490 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $109,975 | OtherExpendituresAmt |
| End Year Balance | $13,308,662 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,169,133 | BeginningYearBalanceAmt |
| Contributions | $165,109 | ContributionsAmt |
| Investment Earnings Or Losses | $738,407 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $94,547 | OtherExpendituresAmt |
| End Year Balance | $10,978,102 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.89675 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07703 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02622 | 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 | $6,413,370 | OtherCostOrOtherBasisAmt |
| Book Value | $6,413,370 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,098,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,349,531 | DepreciationAmt |
| Book Value | $75,748,600 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,707,199 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,726,580 | DepreciationAmt |
| Book Value | $980,619 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,798,309 | OtherCostOrOtherBasisAmt |
| Book Value | $2,798,309 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $85,940,898 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (11 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ANGELES ABSOLUTE RETURN FUND LTD. - CLASS A-UNRESTRICTED - DI CASH | $281,183 | F |
| ANGELES GLOBAL EQUITY OPPORTUNITIES FUND LLC - INTERESTS - UR | $24,782,223 | F |
| ANGELES DIVERSIFIED INCOME FUND LLC - UNRESTRICTED | $8,450,143 | F |
| ANGELES PRIVATE CREDIT FUND 2 LP | $952,723 | F |
| ANGELES PRIVATE MARKETS FUND 5 LP | $540,800 | F |
| ANGELES DIRECT EQUITY FUND 1 LP | $711,293 | F |
| ANGELES REAL ASSETS FUND 1 LP | $418,829 | F |
| ANGELES PRIVATE CREDIT FUND 3 LP | $296,124 | F |
| ANGELES PRIVATE MARKETS FUND 4 LP | $2,949,860 | F |
| WOODMONT INVESTMENTS LIMITED | $2,923,269 | F |
| GOLUB CAPITAL STANDARD | $1,780,875 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $44,087,322 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,372,024 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,579,191 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,579,191 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,792,833 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $332,731 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,200,785 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,533,516 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $47,326,349 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $41,547,135 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $41,547,135 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $332,731 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,200,785 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,533,516 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,080,651 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE SCHOOL ACTS AS THE CUSTODIAN FOR VARIOUS CLASSES AND SCHOOL CLUBS. |
| PART V, LINE 4: | ENDOWMENTS CONSIST OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR STAFF AND FACULTY COMPENSATION AND PROFESSIONAL ENRICHMENT, MAINTENANCE OF THE SCHOOL PAVILION, GENERAL OPERATION, AND FINANCIAL AID. |
| PART X, LINE 2: | U.S. GAAP PROVIDES ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION AND ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE SCHOOL HAS RECEIVED FAVORABLE DETERMINATION LETTERS INDICATING IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CALIFORNIA FRANCHISE TAXES UNDER SECTION 23701 OF THE CALIFORNIA REVENUE TAXATION CODE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 5,200,785. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 5,200,785. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLISHED NOTICE OF RACIAL NONDISCRIMINATION POLICY IN ITS WEBSITE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | HEDGE FUND INVESTMENTS. | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $4,985,327 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,985,327 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,985,327 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USED THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR EXPENDITURES IN PART I COLUMN (F) | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $310,133 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $63,707 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $246,426 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $166,046 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $21,502 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,773 | OtherDirectExpensesEvent1Amt |
| Event2 | PARTY BOOK AND COMMUNITY | Event2Nm |
| Gross Receipts Event2 | $176,033 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $65,169 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $110,864 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $19,550 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $6,834 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $84,665 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $144,587 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $144,587 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $113,247 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $13,614 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,460 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $34,363 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $630,753 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $128,876 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $501,877 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $113,247 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $199,210 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $29,796 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $133,801 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $476,054 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $25,823 | 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 ASSISTANCE | GrantTypeTxt |
| Recipient | 146 | RecipientCnt |
| Cash Grant | $5,200,785 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL OFFERS FINANCIAL AID TO FAMILIES WITH DEMONSTRATED NEED. THE GOAL OF THE SCHOOL'S FINANCIAL AID PROGRAM AND THE FINANCIAL AID COMMITTEE IS TO MAKE AWARDS TO STUDENTS WHO QUALIFY FOR AID ON THE BASIS OF FINANCIAL NEED AND WHO, IN THE SCHOOL'S JUDGMENT, ARE ABLE TO MAKE A SIGNIFICANT CONTRIBUTION TO THE SCHOOL COMMUNITY THROUGH THEIR ACADEMIC ACCOMPLISHMENTS, TALENTS, AND PERSONAL ATTRIBUTES. THE FINANCIAL AID PROCESS INVOLVES APPLYING CONSISTENT PRINCIPLES TO ALL APPLICANTS TO DETERMINE WHICH FAMILIES ARE THE MOST IN NEED OF FINANCIAL AID GRANTS. LIKE THOUSANDS OF INDEPENDENT SCHOOLS NATIONWIDE, BUCKLEY UTILIZES STUDENT SERVICES FOR FINANCIAL AID (SSS), AN INDEPENDENT NEEDS-ASSESSMENT PROGRAM, FOR ITS FINANCIAL AID PROCESS. FAMILIES INTERESTED IN APPLYING FOR FINANCIAL ASSISTANCE, THEREFORE, MUST APPLY BY FEBRUARY 15 FOR THE FOLLOWING SCHOOL YEAR BY COMPLETING THE PARENTS' FINANCIAL STATEMENT (PFS) ONLINE AT SSS.NAIS.ORG. THIS FORM GATHERS IN ONE PLACE THE RELEVANT INFORMATION ABOUT FAMILY SIZE, INCOME, EXPENSES, AND MORE. SSS THEN ANALYSES THE INFORMATION ON THE PFS TO ESTIMATE A FAMILY'S ABILITY TO CONTRIBUTE TO A CHILD'S EDUCATIONAL EXPENSES, SO THAT SCHOOLS CAN, IN TURN, CALCULATE A FAMILY'S FINANCIAL NEED AND DETERMINE THE AMOUNT OF ANY FINANCIAL AID GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALONA HILARY SCOTT | ||||||||||||||
| HEAD OF SCHOOL | $668,513 | $0 | $0 | $0 | $64,224 | $0 | $87,000 | $0 | $241,832 | $0 | $1,061,569 | $0 | $0 | $0 |
| ELIZABETH M TURCHAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $395,305 | $0 | $10,000 | $0 | $14,701 | $0 | $26,400 | $0 | $25,963 | $0 | $472,369 | $0 | $0 | $0 |
| ADRIENNE M PARSONS | ||||||||||||||
| HEAD OF LOWER SCHOOL | $195,156 | $0 | $1,500 | $0 | $9,330 | $0 | $16,730 | $0 | $27,061 | $0 | $249,777 | $0 | $0 | $0 |
| SHERRIE SINGER | ||||||||||||||
| HEAD OF UPPER SCHOOL | $194,568 | $0 | $0 | $0 | $2,430 | $0 | $9,805 | $0 | $139 | $0 | $206,942 | $0 | $0 | $0 |
| DONALD SMITH JR | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $183,084 | $0 | $1,500 | $0 | $7,668 | $0 | $9,744 | $0 | $26,150 | $0 | $228,146 | $0 | $0 | $0 |
| ERWIN WONG | ||||||||||||||
| DIRECTOR OF ENROLLMENT | $194,253 | $0 | $1,500 | $0 | $14,155 | $0 | $10,421 | $0 | $9,919 | $0 | $230,248 | $0 | $0 | $0 |
| GREGORY SACON | ||||||||||||||
| DIR OF INNOVATIVE TEACHING & LEARNIN | $163,185 | $0 | $15,000 | $0 | $7,283 | $0 | $15,693 | $0 | $28,347 | $0 | $229,508 | $0 | $0 | $0 |
| MICHELLE TOTANES | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCES | $187,768 | $0 | $2,000 | $0 | $8,083 | $0 | $10,045 | $0 | $586 | $0 | $208,482 | $0 | $0 | $0 |
| MICHAEL J PETRELLA | ||||||||||||||
| TEACHER | $127,550 | $0 | $22,387 | $0 | $32,526 | $0 | $14,763 | $0 | $12,034 | $0 | $209,260 | $0 | $0 | $0 |
| GEORGE A RUSSO | ||||||||||||||
| UPPER SCHOOL DEAN | $157,820 | $0 | $10,000 | $0 | $14,032 | $0 | $14,503 | $0 | $9,919 | $0 | $206,274 | $0 | $0 | $0 |
| MICHELLE WENKER SCHROTH | ||||||||||||||
| FORMER HIGHEST COMPENSATED EMPLOYEE | $102,873 | $0 | $0 | $0 | $55,223 | $0 | $3,100 | $0 | $20,691 | $0 | $181,887 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PER THE EMPLOYMENT AGREEMENT, THE HEAD OF SCHOOL IS REQUIRED TO LIVE AT A HOUSE OWNED BY THE SCHOOL. ESTIMATED RENT FOR THE CALENDAR YEAR IS $150,000. |
| PART I, LINE 7 | BONUSES ARE MADE UPON THE DISCRETION OF THE HEAD OF SCHOOL. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | |||||||
| A | 201563466 | 2020-04-07 | $19,970,000 | TO REFUND PRIOR ISSUES | 0 | 0 | 0 |
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | |||||||
| B | 201563466 | 2020-12-17 | $22,965,500 | TO REFUND PRIOR ISSUES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $915,783 | $19,970,000 | $112,643 | $2,902,716 | $16,954,641 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $801,797 | $22,965,500 | $111,552 | $3,705,933 | $19,148,015 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $39,967 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL USES ITS INVESTMENT CUSTODIAN TO PROCESS AND SELL STOCK DONATIONS. PART I, LINE B: NUMBER OF CONTRIBUTIONS THE NUMBER OF CONTRIBUTIONS REPORTED IS BASED ON THE NUMBER OF DONATIONS RECEIVED FROM CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD. IT IS REVIEWED BY THE BOARD'S AUDIT COMMITTEE AND SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES BEFORE IT IS SIGNED AND SUBMITTED BY THE HEAD OF SCHOOL PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY APPLIES TO ALL OFFICERS AND BOARD MEMBERS WITH A DIRECT OR INDIRECT CONFLICT OF INTEREST. THEY ARE REQUIRED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY AND COMPLETE AN ANNUAL STATEMENT REPORTING ANY POTENTIAL CONFLICTS. EACH BOARD MEMBER AND EMPLOYEE IS REQUIRED TO SIGN A CONFLICT OF INTEREST FORM. TRUSTEES HAVE AN OBLIGATION TO SELF-DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AT THE TIME THEY ARISE. IF THE DISCLOSURE OCCURS IN A BOARD MEETING, THE TRUSTEE SHALL LEAVE THE MEETING AND THE BOARD WILL DISCUSS AND VOTE UPON WHETHER A CONFLICT OF INTEREST EXISTS AND WHETHER IT SHOULD BE REFERRED TO COMMITTEE FOR FURTHER CONSIDERATION. IF THE DISCLOSURE IS MADE OUTSIDE OF THE CONTEXT OF A MEETING, THEN THE DETERMINATION OF WHETHER A CONFLICT EXISTS WILL BE REFERRED TO THE AUDIT COMMITTEE FOR DECISION AND ACTION. TRUSTEES ARE ALSO REQUIRED TO ANNUALLY SIGN THE CONFLICT OF INTEREST POLICY WHICH CONTAINS A CONFLICT OF INTEREST DISCLOSURE FORM WHERE TRUSTEES ARE REQUIRED TO DISCLOSE ONGOING RELATIONSHIPS AND INTERESTS THAT MAY PRESENT A CONFLICT OF INTEREST. EMPLOYEES ARE ALSO REQUIRED TO SIGN ANNUAL POLICIES AND TO DISCLOSE ANY CONFLICTS. ANY CONFLICTS ARE DISCUSSED WITH THE HEAD OF SCHOOL AND DIRECTOR OF HUMAN RESOURCES. ANY TRUSTEE WITH A DETERMINED CONFLICT IS REQUIRED TO RECUSE THEMSELVES FROM ANY DELIBERATIONS AND DECISIONS BY THE BOARD OF TRUSTEES AS RELATED TO THE TRANSACTION WITH THE CONFLICT. ANY EMPLOYEE WITH A DETERMINED CONFLICT MUST DISCLOSE THE GIFT TO HUMAN RESOURCES AND DETERMINATION WILL BE MADE BY THE HEAD OF SCHOOL IF THE GIFT IS TO BE RETURNED OR THE CHILD SHALL BE REMOVED FROM THEIR CLASSROOM. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD SETS THE COMPENSATION FOR THE HEAD OF SCHOOL. THE BOARD UTILIZED AN OUTSIDE CONSULTANT TO RECRUIT THE HEAD OF SCHOOL AND DETERMINE A COMPETITIVE COMPENSATION LEVEL TO ENSURE THAT THE COMPENSATION OFFERED DOES NOT CONSTITUTE AN EXCESS BENEFIT TRANSACTION WITHIN THE MEANING OF IRC SECTION 4958. THE OUTSIDE CONSULTANT COMPARED COMPENSATION PACKAGES FROM OTHER INDEPENDENT SCHOOLS IN THE AREA FOR SIMILAR SCHOOLS. THIS SAME PROCESS IS NOT APPLIED TO OTHER OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE INFORMATION IS AVAILABLE FOR THE PUBLIC INSPECTION UPON REQUEST. |
| 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 ON REQUEST AND AN ANNUAL REPORT IS ISSUED TO OUR CONSTITUENTS AND MAINTAINED AT THE SCHOOL FOR REVIEW. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |